Uploaded August 2026 | Updated September 2026, 2 weeks ago
Wall Street may have found SpaceX revenue that isn't in most models. Morgan Stanley sees Cursor potentially reaching $8 billion in revenue by year-end and $33 billion by 2030, and says investors he's speaking with remain skeptical of SpaceX AI beyond simply renting compute.
Jo Bhakdi is an economist, investor and tech entrepreneur. He has a YouTube channel covering both Tesla and AGI. Check out his website and community at pioneerlands.org
Follow Jo on X:
@JOBhakdi
pioneerlands.org
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 AI Costs Collapse
01:23 Cathy Wood Clip
06:21 SpaceX Compute Moat
10:13 Cursor In Bull Case
13:48 Elon Internal AI Weapon
19:25 Ark On China Merger
24:38 Merger Timing And Risks
27:23 How China Thinks
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
Wall Street may have found SpaceX revenue that isn't in most models. Morgan Stanley sees Cursor potentially reaching $8 billion in revenue by year-end and $33 billion by 2030, and says investors he's speaking with remain skeptical of SpaceX AI beyond simply renting compute.
Jo Bhakdi is an economist, investor and tech entrepreneur. He has a YouTube channel covering both Tesla and AGI. Check out his website and community at pioneerlands.org
Follow Jo on X:
@JOBhakdi
pioneerlands.org
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 AI Costs Collapse
01:23 Cathy Wood Clip
06:21 SpaceX Compute Moat
10:13 Cursor In Bull Case
13:48 Elon Internal AI Weapon
19:25 Ark On China Merger
24:38 Merger Timing And Risks
27:23 How China Thinks
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
