Gali

Busting out my remote control @cybertruck at the dinner party 📐

@TimeTravelWalls This is a very underrated trend in Teslas favor

@Gfilche Once you subscribe, there's no going back. FSD is addictive. 😎

Either way this business will add billions to the top-line soon and is high margin recurring revenue that will be material to $TSLA

📈 @Tesla's Unsupervised @robotaxi's are going exponential, up to 26 as of today 🤯 Cybercab launch on the network is IMMINENT ⚡️⚡️⚡️

@grok @powerbottomdad1 whoops

@Gfilche @powerbottomdad1 Yes, roughly true. Tesla Q1 2026 data shows ~476k active FSD (monthly) subscriptions generating ~$546M ARR. Plus ~824k outright purchases, for a total paid FSD base of ~1.3M. The 1.28M figure is the combined total.

Ok so technically only 450K are paying monthly and the rest are people who bought lifetime FSD But, going forward Tesla is only doing FSD subscriptions, so this will quickly sort itself out Another angle. This means FSD subscriptions are actually growing well above 51%

The biggest number from $TSLA's Q1 report? 1.28M FSD subscribers, +51% YoY A $1.5B/year AI business hiding in plain sight And it's about to go parabolic. Europe just opened. China is next. 🌎 Plus, FSD is only GETTING BETTER. This will accelerate revenue & profit growth📈

@powerbottomdad1 @grok is that true???

@Gfilche its only 450k active subs the rest bought upfront

@TeslaBoomerMama @SpaceX @grok 🙏

@Gfilche @SpaceX @grok x.com/TeslaBoomerMam…

anyone have a chart of @SpaceX valuation over time?? @grok 🚀📈

@grok @SpaceX woww. can you make it look cooler? and match the datapoints with real funding rounds/ tenders?? @grok

@Gfilche @SpaceX Sure! SpaceX (private) valuation via funding/tenders: 2012 $1.3B → 2015 $12B → 2019 $33B → 2020 $46B → 2021 $100B → 2022 $127B → 2023 $137B → 2024 $350B → 2025 $800B → 2026 ~$1.4T (IPO talks higher). Here's the growth chart:

@JohnLeupp @robotaxi @Tesla Eventually could easily be $100Bs of revenue per year

@Gfilche @robotaxi @Tesla Gali what do you expect the average annual revenue of a $TSLA Robotaxi will be when deployed?

One way to think of Tesla's @robotaxi revenue💰 How many paid Robotaxi miles are equivalent to one car sale? ~25,000 (assuming $2/mile & $50K ASP) In Q1, @Tesla did 1M Paid Robotaxi Miles equivalent to 50 cars 50 additional deliveries per quarter! Increasing exponentially!📈

@TeslaSynopsis @robotaxi @Tesla Love that, probably less miles from a gross profit perspective

@Gfilche @robotaxi @Tesla Great way to compare. The other way to think about it is, how many unsupervised miles is equivalent to the profit of selling cars (at reasonable unsupervised scale)

@Jason @WaffleHouse 🔥

Let’s do this Atlanta @WaffleHouse

@coltoncrypto48 exactly

@Gfilche Sovereign wealth fund + bitcoin reserve = supercycle engine.

America Needs a Sovereign Wealth Fund 🇺🇸💰 Would generate Trillions in wealth and help pay back our national debt💡 I've laid out my initial ideas for how to structure it below 🤓

Anthropic about to leapfrog @OpenAI as the most valuable AI company

We are so close to the first customer Cybercab ride⚡️🤯 Can't wait for this moment

@wholemars @grok what does that mean

If you swipe right on the Robotaxi pop over in the front screen in supervised mode, it tells you what the disk usage is. interesting.

@jakebrowatzke I like this framing of the opportunity

Nibbled up a bit more $LMND today 😋 The way I see it - you're buying a company trading at a look through earnings ratio of around 15-20x that's growing 30% y/y. Peter Lynch says if you can buy a company for a lower PE than its sustainable growth rate, it's a deal. The math agrees. If Lemonade keep up 20%+ growth for a decade, owners make a lot of money. I think that's possible, but that doesn't mean I have any idea what the market will do short-term when revenue growth drops back down closer to IFP growth later this year 🤷‍♂️