AI sensation from Tesla: “Robots will be the biggest product in the world”
Comment: Google is introducing an AI breakthrough with the help of TPUs and Nvidia chips. Tesla is also fully committed to artificial intelligence when it comes to humanoid robots – and is relying on an exciting learning trick.
It happened – overnight! With Alphabet's video tool, Veo 3, anyone (except in Germany, due to AI-fear rules) can now create 8-second videos of dancing gorillas, a giraffe riding a bicycle, or people talking about electric cars using description prompts that truly look 1:1 like classic films! This is faster than any film entrepreneur I spoke to thought possible. Google revealed that the number of AI tokens processed for image creation or voice output has already increased fiftyfold since 2024! Video is now also really bringing AI to life.
(This commentary was published and updated in the new AKTIONÄR Hot Stock Report 18/2025 )
Less than 24 hours since Google dropped Veo3 and people are already creating wild stuff!13 insane examples 🧵👇
1. A giraffe riding a bike in NYC pic.twitter.com/ktGDnwol99
Musk said that instead of 200,000 GPUs per AI factory, they are now planning for one million Nvidia Blackwell units. Because the race for humanoid robots is on. After BMW recently had the humanoid from Figure (a startup valued at $40 billion!) carry parts for the BMW X3 to the assembly line in a 20-hour shift, Tesla is upping the ante: The goal is for the Optimus to absorb YouTube explanatory videos thanks to AI and thus train skills.
Elon on Tesla's Optimus robot: "Demand will be insatiable." pic.twitter.com/7rToARfY0u
— Sawyer Merritt (@SawyerMerritt) May 20, 2025
Elon Musk: "Demand for the Optimus is becoming insatiable." No one can scale robots like Tesla. Yes, that's true, robot insiders tell me. And: The Optimus will be 10 times larger than the world's second-largest product. Oh well. But at least a fraction of these robot dreams could soon become reality. We're betting on our 2030 portfolio stocks Tesla, Kawasaki, and Nvidia, and are now following up with a "new Tesla" that will be mass-producing spectacular humanoid robots as early as 2026!
Depot 2030 relies on robot stocks
D-Wave has now increased more than tenfold since our recommendation in February 2024! Read about the new developments that are prompting us to change our quantum favorites and a technology peer group comparison exclusively here in the new report 18/2025. Opportunity: New quantum favorite!
New robot challenger
And we're buying a new stock for the 2030 portfolio: the "new Tesla," with a view to the enormous potential of humanoid robots, which are also likely to benefit from future quantum breakthroughs. Simply access the latest issue, quantum insights, and access Depot 2030 and TFA transactions here.
Note on conflicts of interest The board member and majority shareholder of the publisher Börsenmedien AG, Mr. Bernd Förtsch, has directly and indirectly entered into positions in the following financial instruments mentioned in the publication or derivatives related to them, which could benefit from any price development resulting from the publication: Tesla, Nvidia.
It's every investor's dream: to find the next Amazon, Apple, Tesla, or Google before anyone else, to put it in your portfolio, not touch it for years, and then one day to own a ten-, twenty-, or even a hundred-fold increase. Or at least to find companies whose shares outperform the overall market. The name of this art: "stock picking" – selecting tomorrow's winners. Joel Tillinghast is one of the most successful stock pickers of all time. In this book, he shares his thoughts, methods, and strategies with the reader. He shows the mistakes the masses make, the niches you can exploit, how you should think, and much more. The bottom line is a textbook that will make its readers more successful investors.
deraktionaer.de
