
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
TECH003: Elon Musk's Tesla Robotaxi, Optimus, and more w/ Cern Basher (Tech Podcast)
By The Investor's Podcast Network
Ep. 1096 · Aired Oct 1, 2025 · 56m · Last boosted Oct 4, 2025
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Show Notes
Cern Basher joins Preston Pysh to talk about robotaxi and robo-trucking economics, Optimus humanoid robots, and Wall Street’s short-term blind spots. Cern also unpacks Tesla’s Dojo shutdown, its true data moat, the macro impacts of autonomy and deflation, and why Bitcoin may be the ultimate corporate treasury hedge in this new era. IN THIS EPISODE YOU’LL LEARN: 00:00 - Intro 02:02 - Why Tesla shut down Dojo and what that means 08:14 - How Tesla’s data advantage beats hardware competition 09:12 - Why Tesla’s future l...
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