Uploaded July 2026 | Updated September 2026, 2 weeks ago
Grok 4.5 is here, but the model itself may not be the biggest story. The real story is the AI infrastructure Elon Musk is building behind it.
Brian is a futurist Thought Leader and a popular Science blogger with 1 million readers per month. Check out his youtube channel at NextBigFuture and his blog Nextbigfuture.com is ranked #1 Science News Blog.
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 Intro
00:30 Grok 4.5 Breaks Cover
08:11 Data Center Race On Earth
09:18 Installed Blackwell Chip Lead
13:07 Colossus III And Rubin Plans
22:56 Megapod Lego Data Centers
28:36 Chip Supply And Terrafab Need
33:51 Chip Share Projections And Costs
36:04 Deployment Ramp And Analyst Slide
40:58 Morgan Stanley Assumptions Critique
48:18 Starship Reuse And Launch Economics
52:08 Scaling Constraints And New Sites
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
Grok 4.5 is here, but the model itself may not be the biggest story. The real story is the AI infrastructure Elon Musk is building behind it.
Brian is a futurist Thought Leader and a popular Science blogger with 1 million readers per month. Check out his youtube channel at NextBigFuture and his blog Nextbigfuture.com is ranked #1 Science News Blog.
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 Intro
00:30 Grok 4.5 Breaks Cover
08:11 Data Center Race On Earth
09:18 Installed Blackwell Chip Lead
13:07 Colossus III And Rubin Plans
22:56 Megapod Lego Data Centers
28:36 Chip Supply And Terrafab Need
33:51 Chip Share Projections And Costs
36:04 Deployment Ramp And Analyst Slide
40:58 Morgan Stanley Assumptions Critique
48:18 Starship Reuse And Launch Economics
52:08 Scaling Constraints And New Sites
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
