TubeRank
TSLABullunverifiable
Brighter with HerbertBrighter with Herbert
“I think both companies are so underpriced in the market right now.”

Thesis at the time

Strongly Bullish

The hosts discuss several potential catalysts for Tesla that they believe the market is underappreciating: a next-generation Optimus robot reportedly far ahead of Chinese humanoid competitors, deep integration of Grok AI as a voice-controlled 'operating system' for Tesla vehicles, and an already-underway robotaxi/Cybercab adoption cycle. Guest Larry Goldberg argues Tesla (and SpaceX) are significantly underpriced given these developments, though he cautions against using leverage to buy shares.

Key arguments

  • Jason Calacanis reportedly said Tesla's unreleased Optimus hardware is 1.5 generations ahead and the AI 'brain' five generations ahead of Chinese humanoid robots shown at recent games
  • Tesla's new software update lets owners control the car by voice via Grok, with the guest predicting Grok will become the full operating system of the car within a few software releases
  • Grok Bot (the AI agent) has gone viral and is described as controlling computers/tasks better than competitors, seen as an unexpected catalyst for the broader Tesla/xAI ecosystem
  • The guest believes the robotaxi/Cybercab adoption cycle is already underway and views current investor frustration/impatience as a sign of opportunity rather than failure
  • Guest believes Tesla is 'so underpriced' relative to its AI, FSD, and robotics capabilities

Counter-arguments acknowledged

  • Uncertainty over whether Optimus production will scale to 1 billion, 1 million, or some other number of units by 2036
  • Skepticism that 20,000 Optimus bots will actually be produced out of Fremont in the first year
  • Guest explicitly warns against borrowing money to buy Tesla shares due to volatility risk

Hedges and caveats (from the video)

  • Jason Calacanis could not share specific details about what he saw
  • Predictions are based on private demos and third-party assessments, not official Tesla guidance
  • Long-term predictions (2036) are highly speculative
  • Comparison to Chinese robots is subjective and based on limited public information
  • No official Tesla confirmation of production capacity or timeline claims

The call

Date said
Aug 31, 2026
Price at prediction
$348.75
Confidence
medium
Specificity
vague

How it resolved

Status
unverifiable
Why this resolved this way(resolution audit)
Reference price
$348.75 (anchored at quote date)
Target used
—
Deadline source
None — neither explicit nor horizon-derived
Age at resolution
0.7 months(from publish date)

Full rules: docs/resolution-spec.md.

Confidence Reasoning

Clear bullish direction stated with conviction, but hedge word 'I think' and no specific price target or date reduce confidence.

Source

Elon May Be Hiding Tesla’s Biggest AI Leap
Said on Aug 31, 2026Open on YouTube ↗
View full video analysisView YouTuber profile