We Study Billionaires - The Investor’s Podcast Network TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)
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Oct 1, 2025 
Cern Basher, President and CIO at Brilliant Advice, shares his expertise in AI, robotics, and Tesla. He discusses the implications of Tesla's Dojo shutdown and how its data advantage positions it ahead of competitors. Cern reveals the potential for robotaxis to outperform Uber's costs and the profitability of robo-trucking. He explores the deflationary impacts of autonomy on labor and the economy. Plus, he suggests that Bitcoin could be a crucial hedge for corporate treasuries in this evolving landscape.
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Dojo Pivot To Inference Chips
- Tesla pivoted Dojo from training hardware to focus on inference chips and vehicle-side compute efficiency.
- Cern argues Tesla can stack inference chips to form supercomputers and prefers energy-efficient edge inference for robots and cars.
Inference On-Device Is The Secret
- Inference must run on-device for real-world systems to meet millisecond latency and safety needs.
- Energy-efficient, specialized inference chips become a core competitive advantage for autonomous vehicles and robots.
Recursive Manufacturing Advantage
- Tesla builds the machines that build the machines, creating deep manufacturing advantages.
- This recursive automation enables efficient mass production of complex products like cars and robots.