Uploaded August 2026 | Updated September 2026, 2 weeks ago
SpaceX holds its first-ever public earnings call tomorrow, and Elon Musk just responded 'Few understand' to a claim that SpaceX could add an entire Tesla's worth of revenue in the next 12 to 24 months. That's a huge statement, and it's not the only signal he gave investors.
Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.
Follow Jeff Lutz on X: @theJeffLutz
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 Big Musk Catalysts
02:40 SpaceX AI Compute Thesis
05:53 Can SpaceX Add Tesla Revenue
12:13 Earnings Call Setup
18:17 Optimus Will Be Epic
25:00 FSD Insurance Discounts
31:32 Robotaxi Loops And Remote Ops
33:57 Safety Nines And Regulation
41:32 Robotaxi Market
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
SpaceX holds its first-ever public earnings call tomorrow, and Elon Musk just responded 'Few understand' to a claim that SpaceX could add an entire Tesla's worth of revenue in the next 12 to 24 months. That's a huge statement, and it's not the only signal he gave investors.
Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.
Follow Jeff Lutz on X: @theJeffLutz
I'm currently building Brighter Finance, the definitive Tesla & SpaceX investor command center (TSLA/SPCX Dashboard, Scenario & Risk Engine, Musk Feed, and Wealth Concierge).
Join the early access waitlist here: https://forms.gle/v9NH7HGQKnwA8KnL9
Get better sleep with my newly launched Juxi amber blue-ight blocker eye-glass clip-ons: amazon.com/dp/B0GWFKHKKJ
00:00 Big Musk Catalysts
02:40 SpaceX AI Compute Thesis
05:53 Can SpaceX Add Tesla Revenue
12:13 Earnings Call Setup
18:17 Optimus Will Be Epic
25:00 FSD Insurance Discounts
31:32 Robotaxi Loops And Remote Ops
33:57 Safety Nines And Regulation
41:32 Robotaxi Market
Become a Patreon: patreon.com/brighterwithherbert
Become a YouTube Channel Member: youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join
Your support means alot! ❤️
My website: HerbertOng.com
15+ modules of resources for the $TSLA Investor + free TESLA Milestone Tables
Let's get brighter!
Website: herbertong.com
X: @herbertong
Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
Merch:
$TSLA Black Hat: tinyurl.com/yc5fe3fz
$TSLA White Hat: tinyurl.com/bdd9v96m
