My upcoming video is going to be a real eye-opener. 🔥
I posted the following on X:
https://x.com/ConnectingODots/status/1970005521680740850
In the public post I kept things tight, but here I can share a bit more:
The new video started as a direct contrast between Ford and Tesla
Ford’s performance is far worse than I expected… on far too many lev...
2025-09-22 07:50:36 +0000 UTC View Post
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https://youtu.be/EnnLYKOplQM
Tesla’s Optimus robot just hit a major pause — and the reason why could change everything. Elon Musk promised 5,000 humanoids by 2025, but production has stalled over one surprising detail: the robot’s hand. Is Tesla chasing perfection at the cost of its lead? Or is this the breakthrough that secures Tesla's dominance in the humanoid race?
...
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2025-08-04 02:55:18 +0000 UTC View Post
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This is more than a story about VW, or even Diess.
It's about manufacturing in the West. Do we even stand a chance?
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I tried making a video where I "think different" to find things others did not. I found a few threads and realized it was about to be a good video. But pulling on the threads revealed much more.
If you think robotaxis are big, think bigger. Much bigger.
I'm calling Tesla's robotaxi project "Project Celeritas" That's the speed of light - the c in Einstein's E=mc^2. Here it stands for ultimate speed and huge growth. I was never more bullish in my life
2025-06-30 23:38:37 +0000 UTC View Post
I found out when — and it’s worse than anyone’s saying.
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Elon - sorry, Gorklon - recently posted that he's been thinking about the fastest way to bring a terawatt of compute online - roughly equiv to all the electrical power used in the US today. Following that, xAi employee Ross @rpoo invited people to join xAi
TBH, the following stocks should've SKYROCKETED follow...
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Enjoy!
PS. If the "Infinite Companies/Infinite Game" angle interests you, check out my original video on this - which goes much deeper. In this "standalone but actually Part 2" video I had to skip some of the more important topics just because they were covered in the first.
Ad free version here: https://youtu.be/nepU8NLDBCw
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This one has been brewing for years.
Not a huge fan of GM's management
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2025-03-31 20:46:24 +0000 UTC View Post
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I began this research comparing the engineering of Figure's O2 with Tesla's Optimus, but what I uncovered left me utterly speechless.
The humanoid robot race is heating up faster than anyone expected, with technology barriers falling at unprecedented speed.
Will Tesla maintain their lead, or are competitors closing the gap?
This deep dive explores the democratization of humanoid robotics technology, Tesla's biggest threat, and the c...
2025-03-16 20:32:35 +0000 UTC View Post
OR: Why I switched from liking GM to Ford (among legacy OEMs) and bought GM stock
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What started as a comparison between Ford's and GM's EV plans shook me, and did the impossible - TWICE:
➡️Made a GM fan switch to Ford
➡️Made a Tesla fan and investor who's all-in on $TSLA buy some $GM
Thank you for being here!
Topics:
00:32 Alternative explanation for drop in share price
03:21 Valid bearish arguments we tend to dismiss
06:47 Bigger than Optimus! (Why I am Bullisher😉 than everyone, regardless)
Also:
08:45 (part of) Simon Hale + Herbert Ong interview
Full interview here: https://youtu.be/51uXKulkvzk
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Updated of one of my very first videos - ahead of continuing the series
2025-01-31 19:25:41 +0000 UTC View PostMembers/Patrons only
Tesla AI just posted the following video on X.
"Teslas now drive themselves from
their birthplace at the factory to their
designated loading dock lanes without
human intervention
One step closer to large-scale
unsupervised FSD"
https://x.com/Tesla_AI/status/1884457749226090590?t=WzvZGo_u72e-ZPz8JdwTFw&s=19
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With so many disruptive companies and technologies under his belt, Elon is the world's biggest disruptor. But how does he manage to do it, again and again? It bugged me - is there a method?
While there's no single recipe for disruptions, some ingredients are a must!
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I integrated several of my findings from the Legacy Auto videos.
TBH Actual name should've been "They deserve to die" or "Dug their own graves", but unsure how well YT would accept it, so name isn't finalized yet.
"Deserve" refers mostly to the big dogs. Ford for example is really trying - too late and it's hard, but they're trying. GM, Toyota, Honda and VW Group are not, so as unhappy as I am about their coming ...
2024-12-29 23:31:45 +0000 UTC View Post
In the upcoming year, several technologies are about to CONVERGE, shooting Tesla to the Moon. Don't miss this. (Analysis/Opinion - Not investment advice) ➡️Ad Free + Early Access for Patrons and Channel Members
Let me know what you think!
2024-11-30 11:25:48 +0000 UTC View Post
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Use-Cases Spreadsheet + Feasibility Checks available here: https://www.patreon.com/posts/weapons-of-mass-114689575?utm_medium=clipboard_copy&utm_source=copyLink&utm_campaign=postshare_creator&utm_content=join_link
(Explained in Video)
A...
2024-10-26 18:28:43 +0000 UTC View PostMy latest video presents a case for treating Cybertruck as a smart device, which opens the door for vastly different uses than those of a truck.
The video presents a sampling of such use-cases, taken from a larger list of over 80 such uses we found, which appears in the following spreadsheet: https://docs.google.com/spreadsheets/d/1sD2...
2024-10-26 18:27:32 +0000 UTC View Post
EDIT 1/5/2025: Opened to free members
10/2024 Patron Only Newsletter Video
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Experts mocked the iPhone 1, without realizing it is far more than a phone.
Experts are mocking the Cybertruck, without realizing it is far more than a truck.
Prepare for a Cybertruck celebration!
Also... My previous narrator is back for this video, optionally others. Let me know which one you prefer.
Patron Only Video Starting off from "Infinite Companies": like companies, "Infinite Countries" remain unless they lose their way.
➡️ALSO: Experimented with a new AI video producer, so look and sound are diffeent than usual. Personally not too excited with it, but let me know what you think.
2024-09-07 12:11:05 +0000 UTC View Post
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Reading Simon Sinek's "The Infinite Game" provided a whole new perspective on Tesla, SpaceX and Elon Musk's other companies. While other CEOs don't even stick to 5-year plans, Elon Musk plays the long game like a treant!
A few thoughts about the pace of things and Tesla
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2024-07-27 22:03:45 +0000 UTC View Post
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When Elon followed Travis Kalanick on X, he sent a signal straight to Uber Headquarters. It's WAR!
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2024-07-13 18:22:51 +0000 UTC View Post
June 2024 Patrons exclusive newsletter video is out.
2024-06-28 20:41:33 +0000 UTC View Post
Ad-Free, Early access for patrons Ken Goldberg, is a leading researcher in robotics and automation. What he says sheds new light on Elon and Tesla's Optimus. Honestly - I was NOT expecting this!
2024-06-22 15:46:02 +0000 UTC View Post