
Techgnostik 🫶
55.8K posts

Techgnostik 🫶
@Techgnostik
Αν πεθάνης πριν πεθάνης δεν θα πεθάνης όταν θα πεθάνης 🍄


@robertsepehr @Greene_Thoughts @BreitbartNews Why isn’t dismantling white male focused societal conventions not a good deal? Why isn’t giving groups, such as women and no -whites more opportunities to maximize their potential. Why is aiming for diversity in groups making decisions bad, as they clearly come up with better2)


WE SET THE NEW YORK CITY TO LA FSD CANNONBALL RUN RECORD! Zero disengagements or human intervention on FSD v14.3.2 for 2,833 miles! 49:55:57, beating previous record by ~8.5 hours! Huge shoutout to copilots @DBurkland @AaronS5_ for joining along. Videos coming soon. @Tesla_AI

Tesla SHOULD NOT merge with SpaceXAI! The main reason given for Tesla not merging with SpaceXAI is goes something like: "Robotaxi hasn't ramped yet. Tesla stock could 5X. I'm here for the ramp. Optimus hasn't ramped either. Tesla could 10x. Let's give it a few years. I don't want to give my upside to SpaceXAI shareholders who just enjoyed a 4.4X since last summer." On its surface, this is a sound argument. I share these sentiments. Who could argue with that? I will. (I'm capable of holding two opposing thoughts in my mind at the same time). AI waits for no one First, have you seen how fast AI is moving? How durable is Tesla's Robotaxi moat? Honest answer: I believe it's strong, but we just don't know. How durable is Tesla's Optimus moat? Honest answer: I believe Tesla is extremely well positioned, but again, we just don't know. So no one has the luxury of waiting a few years to see how things play out in this space. The good news is that Elon has always been good at seeing the next steps ahead and positioning his companies well before most. Robotaxi Ramp Issues What happens to the Robotaxi ramp if Federal autonomous legislation doesn't come? What happens if Federal autonomous legislation is terrible? Or, perhaps the legislation is favorable, but think about what could happen to the Robotaxi ramp if Elon can't get enough chips to build millions Cybercabs or build tens/hundreds of millions of Optimi. Being chip constrained would materially harm the present value of Tesla if Robotaxi and Optimus can't scale beyond a certain point. Sure the cash flow pours in on the first 10 million Robotaxis, but investors would say: "We're going to give this company a low P/E because their growth is capped. They should have thought ahead and invested in semiconductor capacity. This business can't scale." What does Tesla need SpaceXAI for? 1) Capital - fresh off an IPO SpaceXAI will be flush with cash. 2) Starlink for low-cost global connectivity to cars, Semi and Optimus. 3) Grok is the interface for Robotaxi (so you can speak to the car). 4) Grok is the brain/voice of Optimus. 5) Orbital AI data centers are needed for training & inference for Robotaxi, Optimus and Digital Optimus. 6) Semiconductors from Terafab - a joint project between Tesla and SpaceX (Tesla can't self-fund this). 7) SpaceX's material science expertise. Sharing the Wealth with SpaceXAI Okay, so if Tesla isn't merged with SpaceXAI, how much will Tesla have to pay SpaceXAI for all of the above? - What portion of Robotaxi revenue goes to SpaceXAI? - What portion of Optimus revenue goes to SpaceXAI? Tesla may have to pay SpaceXAI a slice of the economics from Robotaxi and Optimus. That could mean SpaceXAI collects money every time: - a Robotaxi mile is driven, - an Optimus unit uses Grok, - a vehicle connects through Starlink, - Tesla uses orbital data centers, - or Tesla runs fleet-level inference. So Tesla shareholders may think they are avoiding dilution by rejecting a merger. But they may simply be choosing a different kind of dilution: permanent economic leakage. Instead of giving SpaceXAI shareholders ownership upfront, Tesla may end up paying SpaceXAI forever. Pick your poison carefully!

Tesla shareholders funded the robotaxi vision through the hard part. The missed timelines, ridicule, drawdowns, and the “FSD is impossible” years. So if Tesla ever gets folded into SpaceX, the question isn’t “would that be cool?” It’s: who gets paid for the robotaxi value? Bradford breaks it down here.👇






Several years ago, @congressdj decided he needed a Tesla. I was against it because I thought they were pretentious. Plus, I didn’t think electric cars would work because that’s what the media always said. But as is his way, he went ahead and got one anyway. He showed me how to drive it, and I have to admit it was pretty nice. But I still preferred my Honda. Over time, though, I started to see how much money we were saving on gas (he drives a lot!). So, I stopped rolling my eyes and just let him enjoy it. 😝 A few years later, he came to me with this crazy idea that we should get a used one for our 16-year-old son. I was completely opposed to it. I thought it was a bit much. We looked at the budget and he agreed to check out some used Honda Civics. What we found was that they were ridiculously overpriced and would still require gas, oil changes, brake changes, and all the rest. Then he found a used Tesla lease for $200 a month. We had to admit that was a steal. Teslas are one of the safest cars you can buy. I never doubted that. But when my husband showed me all the features we could enable to limit aggressive driving, track habits, and save money, it just made too much sense. So we got it for him (he’s working it off in various ways). With all these Teslas, my husband is naturally trying to push me into one. I’m not there yet, and not because I hate them, but because @Tesla does not make an SUV big enough for a family of 6. And I’m just talking about seat count. We rented a Model X for the family while in Hawaii over Christmas. Yes, it fit the whole family, but it did not fit our bags. Six carry-ons and a big suitcase meant I had to take a minivan cab to the hotel while my husband picked up the car. It was great for driving around the island but not for the logistics of traveling as a family. So until @elonmusk announces a car that can transport everything my Honda Pilot can, I’ll have to drive what my husband calls my tractor a little longer. Finally, I want to say something about Tesla’s Full Self-Driving. I watched it when my husband used it a few years ago, and it sucked. He liked it, but I would never dare use it. I didn’t trust it. What I see now on his 2026 Tesla is nothing short of incredible. He literally doesn’t touch the wheel anymore. He leans his seat back like some kind of gangsta and just lets it drive itself. The biggest and final thing I’ll say: With the self-driving (which has made me fear for my husband less since he no longer drives aggressively) and the other safety features Tesla is renowned for, I completely trust it to carry my kids around. And as a protective mama bear, that means a lot! PS - No we don’t have a Cybertruck. My husband insisted on taking that picture with a loaner he had, once. 🤦♀️ 😂


OPD drones captured illegal ATV/dirt bike activity on the Bay Bridge. This 2-month investigation led to 77 bikes seized 9 arrests 2 firearms If you were involved, we are actively pursuing leads. We will not tolerate reckless activity. Thank you @SFPD & @CHP_GoldenGate




Why does Utah need a 63 square mile data center that will require more than twice Utah's current total electrical consumption? Why does the country, for that matter?

My First Time Seeing The New Series Production Tesla Semi! Full Tour & Ride w/ Dan Priestley youtu.be/AECilQ2kp0U

DoorDash reported 933 million orders in Q1, up 27% YoY. $DASH: +12.8% after hours












