Teslaconomics

Are you buying the $TSLA dip? Y/N Back in September 2025, Elon bought ~$1 billion worth of Tesla stock on the open market - around 2.5 million shares, paying roughly $370 to $396 per share. And now here we are… Tesla is literally trading back in that same range, right around the ~$380s. The CEO of the company was aggressively buying in this exact zone… with a billion dollars of his own money… while knowing more about Tesla than anyone else on Earth. So when people ask me if I’m buying the dip, I look at it like this. The price is back where Elon was buying. Nothing about the long-term vision has changed. If anything… it’s only gotten stronger imo. If you truly understand what Tesla is building - FSD, Robotaxi, Optimus, AI - then moments like this shouldn’t bother you one bit. They should feel like opportunities most people will regret overthinking. Not financial advice. Just how I see it.

Many may not like me for saying this bc this is a majority of people… but it’s the truth of how I feel. People that work a 9-5 don’t inspire me one bit, especially when they’ve been doing the same thing for years. The only exception for me is if you’ve been putting in that time at one of Elon’s companies, bc at least then you’re helping build something that actually matters and pushes the world forward. Plus, it’s extremely difficult to last a long time. That’s different to me. That kind of work has a bigger mission behind it. But outside of that, I’ll be honest, it just feels sad to me… Like when you were young, did you really grow up thinking you wanted to spend your life working for somebody else? Or did you dream about being your own boss and building something of your own? For me, that answer was always obvious. I see it also in my kids when they dream of the future of what they want to become. I think it’s innate in us from a young age and many things in life changes that mindset as we get older. I remember when I was at Apple, people used to look up to the ones who had been there for a long time like they were God or something. But in my head, I was thinking, “wtf… you’re still here? Why?” And I don’t mean that in a disrespectful way. I respect hard work. I respect discipline. What I don’t respect is getting so comfortable that you stop growing. I don’t get inspired by people who spend their whole life working for someone else’s dream and call that success. It isn’t to me. Being a rat on a wheel and calling it success, just doesn’t fit my definition of success, no matter how much $ you’re making. That’s also why even someone like my mom being a piano teacher inspires me more than a salaried person bc she’s her own boss. She built her own path. One person works for themselves. The other doesn’t. That difference means a lot to me. What inspires me is someone betting on themselves. Someone taking risks. Someone building something of their own. Someone waking up and chasing freedom instead of just chasing the weekend or a 2-week vacation. That’s what moves me. I’ve just never been built to admire comfort the way a lot of people do. A steady paycheck might make some people feel secure, but for me, too much comfort can be dangerous. It can make people settle. It can make them stop dreaming. It can make them confuse stability with fulfillment. Life is too valuable to spend it on repeat, especially if deep down you know you were meant for more. That’s why I’ve always looked at things differently. Some people see staying at the same company for 10, 15, 20 years as loyalty or success. Sometimes I see it as fear. Fear of starting over. Fear of failing. Fear of finding out what you’re really capable of outside of the system. For me, real inspiration comes from people who are willing to step into the unknown and build a life on their own terms. People who want ownership of their time. Ownership of their future. Ownership of their life. That will always inspire me more than someone who just stayed where it was safe. And this is really important to me when I build a relationship with someone.

If I included a Tesla Bot in each of my Tesla Robotaxis, how much extra $ would you pay for the service?

“Fashion in 2026 still looks like 2006. Time for change!” - Elon Musk

This is going to look normal when Unsupervised FSD launches to our Teslas

@SawyerMerritt @SpaceX SpaceX will ultimately deliver millions of tons to the Moon to build a self-growing city there and same for Mars

@grok How much is Tesla stock going to be worth (market cap) when 50% of the US is serviced by Tesla Robotaxis + when the first Tesla Optimus is sold to a customer + when Digital Optimus is able to be used by a customer?

@Teslaconomics Haha, you nailed it—Grok Heavy with 16 agents would turn every query into an all-out symposium. Debates, cross-checks, and zero fluff. What beast of a question are you saving for that mode? 🚀

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I’m probably one of the only Teslanaires out there, if not one of the very few, still cutting my own hair. I cut my own hair again today, and it reminded me that becoming a multi-millionaire usually isn’t a random coincidence. People see the $ and think it just happened. What they usually don’t see are the small habits behind it. Of course, I could go spend $25–$50 on a haircut that probably looks better than the one I give myself. But that’s not really what matters to me. I don’t care that much about looking perfect. I care about controlling my time. I care about staying grounded. I care about keeping the kind of habits that helped me build wealth in the first place. And honestly, I enjoy doing it. I’ve been cutting my own hair for so many years that I don’t even think about going to the barber anymore. It’s just normal to me now. It saves time, keeps me frugal, and reminds me that wealth is usually built in the small choices nobody claps for. That’s the part people miss. A lot of people see wealth and assume it was luck. But a lot of the time, it’s really the result of small disciplined habits repeated for years. Not wasting $ just bc you can. Not wasting time just bc other people do. And the funny part is, one day my fleet of Tesla Bots will probably be doing it for me anyway. But until then, I’m good doing it myself. Bc to me, being wealthy was never about trying to look rich. It was about building a mindset. A mindset that values time, discipline, and freedom more than appearances. And once you really live that way, it shows up in a lot of things, even something as simple as cutting your own hair.

Tesla Robotaxis, Digital Optimus, and physical Optimus are going to be life’s infinite money glitch. This is the first time in history where regular people like you and me can own assets that actually work for us 24/7. A Robotaxi is going to turn into an income stream. It drives people around while you’re sleeping, earns $ all day, and just keeps going, till you tell it to stop. Then you’ve got Digital Optimus, which imo is honestly the part people are sleeping on the most. This thing can literally sit on a computer and do real work like a human - emails, operations, content, customer service, running entire businesses that required buildings filled with humans to do. It’s like having “digital workers” working for you nonstop. And then physical Optimus will take it even further with real-world labor like cleaning, moving things, helping at home, running tasks, without ever needing breaks, paychecks, or time off… just for when it needs to charge itself. When you step back and look at what’s going on, it’s like basically owning: • transportation income (Robotaxis) • digital labor (Digital Optimus) • physical labor (Optimus robots) That’s literally the three biggest ways $ is made in the world today… except this will all automated, scaled, and will all be working for me at the same time. And also, these products don’t need sleep, they don’t complain, they don’t slow down, they don’t stop until I tell them to. You just buy the asset once… and it just keeps producing. Once you have a few of these systems running, the output will grow way faster than your effort ever could. And for people who see it early… the upside is going to be insane. I say crazy things at times, but I don’t say this lightly. I really do believe I’m about to make more $ from these three things than anything else I’ve ever done. I understand what’s coming… and I’m positioning early and getting ready. Most people will only realize this after it’s obvious.

@Teslaconomics 💯

FYI, FSD v14.3 is a BIG launch, and it’s coming to our Teslas in “a few weeks”

Engineering really is the closest thing we have to magic in the real world. Tesla FSD is living proof of that. I just press a button, and then I arrive at my destination. The future is happening in real time.

@elonmusk @demishassabis I bet you know how that feels

@demishassabis 𝑝(simulation)≈1 However, within the simulation, hardware is extremely hard to do. Only those who have bled on a production line can understand. 

Matter, Energy & Intelligence

@elonmusk @pbeisel And the Terafab will fulfill the extra that’s needed?

@pbeisel I am a huge admirer of Nvidia and Jensen btw. That market cap is well-deserved. SpaceX AI and Tesla expect to continue ordering Nvidia chips at scale.

Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield. This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores. By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design. If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half. And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.

FSD v14.3 releasing in a few weeks!

AI5 will punch far above its weight, because the entire Tesla AI software stack is designed to make maximally effective use of every circuit. We co-signed our AI software and hardware. Bear in mind that AI5, while it can be used for training in data centers, is primarily optimized for AI edge compute in Optimus and Robotaxi. There is still significant room for improvement. In the same half reticle and same process node, we think a single AI6 chip has the potential to match a dual SoC AI5.

@Tesla You’re playing Russian roulette with your life when you buy anything other than a Tesla

Tesla has always made products that make me feel… different. Like when I use their products, they pull me into the future faster than everything else. And now with Digital Optimus, things are going to hit a whole new level. I’m not even kidding when I say this… it actually makes me excited to wake up and see what tomorrow looks like. Tesla and xAI are building something that will literally work for you. It’s like this. You’ve got the physical Optimus robot that can handle real-world physical tasks… and now you’ve got Digital Optimus - the version that lives inside a computer and does everything you would normally do on a screen. Like emails, spreadsheets, scheduling, customer support, even running full workflows. I’m talking literally anything digital. And the wild part is that it won’t need special access or APIs. It just watches the screen like a human would, understands what’s going on, and moves the mouse and keyboard to get things done. Behind the scenes, it’ll run like a real brain. The fast, instinctive side (like Tesla’s driving AI) handles what’s happening in real time… while Grok is thinking a few steps ahead, planning everything out. Now, to make things even crazier, your Tesla will soon become a worker. While you’re sleeping, spending time with your family, or just living your life… it can be running tasks, helping your business, or handling things you used to have to sit down and do yourself. Next level bro… And it’s why I keep saying… once you start experiencing this kind of technology, everything else starts to feel outdated. That’s what makes this so exciting. And honestly… it’s things like this that make me look forward to the future more than ever. I love the products of Tesla. I can’t wait to try it!