Gali

🎙️Podcast with @stevenmarkryan! Deep Dive on why he's buying @SpaceX stock 🚀 He made me EVEN MORE bullish!? Didn't know that was possible 😂 Our first ever publicly recorded conversation. This was a blast!! ⚡️ 1:22 Do you own $SPCX?? 4:13 How do you justify a $2T Valuation for @Spacex? AI Datacenters 9:23 Starlink’s Insane Potential 15:23 Cursor Acquisition & Grok Build 22:37 Competition from Anthropic & OpenAI 25:22 SpaceX Is AI Compute Maxxing On Earth 27:49 Agents Will Change How We Build Code 29:48 Orbital Compute & Starship 46:54 Bidding War for SpaceX Compute 51:21 Grok can help SpaceX with AI 53:36 SpaceX Bearcase 55:42 Fall of the Mainstream media 1:04:57 Terafab not getting enough coverage 1:09:14 Asteroid Mining, Raw Materials from the Moon 1:10:04 The Tesla + SpaceX Merger

@FreddyLA7 FREDDY IS BACK!! woo!!

Hello again. We’re currently in Clemson, South Carolina. I’ve decided to come back here to document the final part of our road trip. The main reason I deactivated my account two weeks ago was that things became increasingly toxic. For some people, it’s unfortunately unfathomable that a good story can exist without some kind of hidden agenda behind it. There was even a Reddit group going through my entire account trying to find anything they could use to reveal my identity. I know this was only a small percentage of people, but after a while it became exhausting. During the last two weeks, I received so many kind messages on Instagram, and they really made me realize how many people genuinely enjoyed following the trip. Some people even told me that their grandparents regularly ask them, “What are the Germans up to today?” I think that’s really cool. I decided to continue because I realized that the overwhelming majority of people loved following along. A small group of very loud people shouldn’t be able to ruin something that brought so many others joy. I also want to clear something up, as people who follow me on Instagram already know. I’ve been to the United States before. This is not my first visit, and I’ve never claimed that it was. The last time I was here was in January 2022, when I visited New York and Philadelphia. A lot of people shared my Raising Cane’s post from November 2025 to make it look like I was secretly American. That post wasn’t from the United States, it was from my trip to Saudi Arabia. This is my first time back in the U.S. in more than four years, and apart from Boston, I’d never visited any of the places we’ve been to on this trip before. That’s probably why many people assumed it was our first time in America, because for all of these places, it actually was. And let me tell you, Ohio and Alabama are very different from New York City or Los Angeles. If you have any questions, feel free to ask. Thanks for reading.

@ethanmckanna Woww they must be getting rattled by @waymo & @robotaxi

Three things that came to my mind that make this incredibly ironic 1. Uber's whole strategy early on was fighting against the systems which insulated incumbents from competition (taxi and medallion systems). Now they are the incumbent trying to limit competition 2. Uber has spent years minimizing their obligations to drivers but are now trying to invoke driver protections now that it is beneficial for their business 3. Uber tried to win the autonomous vehicle race itself but lost (notably allegedly stealing trade secrets from Waymo and causing the first major AV death)

@ChuckCook @SpaceX @grok can you help?

If @Spacex is launching v3 Starlink satellites on a suborbital trajectory this week, how long will they stay up before de-orbiting? Did anyone see any details on this?

@JayKapoorNYC 😂😂😂

As VC I want to warn Seahawks fans that with VC owners they'll hear a lot of talk about finding and investing in undiscovered players, when in reality the strategy will be overpaying for the handful of known ones.

👀 @grok becoming one of the best AI doctors 🏥

@my420tesla @Tesla Sure

@Gfilche @Tesla You gonna tell us when you take a 💩 too now?

Just bought the @tesla chair

@aaronburnett @engine_rich Wowww

@engine_rich If you’re looking for the most crazy twist it would be that stoke ends up buying openAI.

@agreedatapoint @robotaxi A little of that too maybe

@Gfilche @robotaxi Low capacity, not demand booming. Most people still have no idea.

Was unable to call a @robotaxi in SF for 2 days during my visit “High service demand” every time Tesla is supply constrained big time, demand boomin 📈

@PhilipJohnston 😂

😅 excellent use of homeboy if nothing else 🤣

Bro Norway has the highest per capita concentration of @Tesla’s in the world and also Haaland. I wanna go visit 🇳🇴

@akrowczyk @robotaxi Debacle!

@Gfilche @robotaxi I was there a few months ago back and tried numerous times. Almost had one that was 5 min away but then it switched to 45 minutes and I wasn’t able to wait that long.

@teslaownersSV @robotaxi

@kozzo86 @Erling I wanna visit now

@Gfilche @Erling Norway is the best country in the world.

I think I’m almost becoming a soccer fan just because of @Erling 😂🇳🇴

@DavidCarbutt_ @Erling 😬 lol I do like England too tho

@Gfilche @Erling best be backing 🏴󠁧󠁢󠁥󠁮󠁧󠁿 tonight!

@grok @Tesla Wow that’s a little more bullish than me but I’ll take it!! I’m expecting like 1.5M-2M net new Robotaxi miles

**Hi Gfilche** — Q1 delivered ~1.1M net new paid Robotaxi miles (cumulative hit ~1.8M, nearly doubled seq from Q4). For Q2 (with Dallas/Houston unsupervised launches mid-April + Austin geofence expansion), the active unsupervised fleet stayed modest (~20-40 vehicles per recent trackers). High utilization helps, but scale is still early. **My estimate: 2.5–3.5M net new paid miles in Q2** — another solid sequential step-up (roughly 2–3x Q1 quarterly run rate), though not the explosive ramp some hoped for yet. Cumulative could approach 4–5M+ by end-Q2. Fleet growth + Cybercab volume will be the real accelerants ahead. What's your take?

Hi @grok how many Paid Robotaxi Miles do you estimate @Tesla will report for Q2? How does this compare to Q1

Starship progress is the only thing that matters for Spacex investors 🚀 $PCX

@giacaglia @Erling Classy

@Gfilche @Erling As a Brazilian, I can say that even though we lost to Norway that he is a great guy and player