The Tesla Signal

@XFreeze If Tesla can actually deliver rides at two and a half cents per mile, that flips the script on every rideshare and taxi model out there. The efficiency is impressive, but the real play is what happens when fleet costs drop this low.

Tesla’s Cybercab has been certified at an incredible 165 Wh/mi, making it the most efficient EV ever produced To put that massive lead into perspective: • Cybercab: 165 Wh/mi • Lucid Air Pure: 200 Wh/mi (+21% more energy used) • Model 3 RWD: 240 Wh/mi (+45% more energy used) • Hyundai Ioniq 6: 241 Wh/mi (+46% more energy used) Tesla achieved this by designing Cybercab as an ultra-minimalist autonomous robotaxi: • 2-seat layout • sub-50 kWh battery • no steering wheel • no pedals • extreme aerodynamic optimization And while it’s not a direct apples-to-apples comparison with traditional passenger vehicles, the real breakthrough is fleet economics At roughly ~$0.026 per mile in energy cost, Tesla is clearly aiming to build one of the cheapest autonomous transportation systems ever created The combination of extreme efficiency + autonomy could completely reshape transportation economics

@elonmusk @DirtyTesLa @aaronburnett Only SpaceX could turn a massive fireball into prime time entertainment. The confidence to livestream this says everything.

@aaronburnett We strive to entertain

SpaceX (fully aware of an impending IPO) set up drones specifically to capture this fireball and chose to livestream it. Let that sink in.

@yunta_tsai Love the way you frame this. People forget that the best tech serves quietly and keeps us safe without acting like it’s above the humans it helps.

Working on Full Self-Driving reminds me that AI’s sole purpose is to keep humanity safe from harm, and we are here to serve. I have never considered working in an AI lab that treats itself as far superior to the rest of humanity. My joy is ensuring my kid enjoys the products we created with sweat and love, so I can depart this world in peace once my mission ends.

@CamCutApp Pretty impressive how smooth FSD handles the pressure of real traffic with a deputy right behind and an emergency vehicle passing. Moments like this show how far the tech has come.

FSD was on its best behavior with a deputy following closely behind as an emergency vehicle passed by

@TechOperator Most people underestimate how far EVs can actually go. Road trips like this are exactly where they shine. Once you get used to charging at spots like Buc ee’s, range anxiety fades fast.

Michael Scott introducing Karpathy to the Anthropic crew might be the most unintentionally perfect AI crossover ever.

@mikepat711 It’s one thing to dislike someone. It’s another to pretend they’re incompetent when the results are staring everyone in the face. Ignoring reality doesn’t make your argument stronger, it just makes it louder.

You can think Elon’s an asshole. You can disagree with his views. You can boycott his products. But people who try to argue that he’s a moron/doesn’t know what he’s doing are some of the most embarrassing fucking idiots ever. It’s like trying to make a case that the sky isn’t actually blue despite everyone’s eyes proving otherwise.

@teslaownersSV Most companies would have folded under that pressure. Tesla surviving those early years is still one of the most unlikely success stories in tech and auto history.

Elon Musk says Tesla should have failed and beat the odds

@charliebilello SpaceX pulling in a record $1.5T valuation while losing $9B in the last year says everything about how markets price vision over profits. Insane growth curve but at some point cash flow has to catch up.

TTM Net Income... Google $GOOGL: $160 Billion Nvidia $NVDA: $159 Billion Microsoft $MSFT: $125 Billion Apple $AAPL: $123 Billion Amazon $AMZN: $91 Billion Berkshire Hathaway $BRK.B: $73 Billion Meta $META: $71 Billion Tesla $TSLA: $4 Billion SpaceX $SPCX: -$9 Billion

@DirtyTesLa Yikes, that’s rough. Feels like FSD still struggles with understanding actual context in a lot of parking lots. A cart return is not exactly a gray area either… definitely shows how much work these edge cases need.

FSD 14.3.3 picked this "parking spot" and was going to back into the metal cart return

@scotsrule08 That’s such a classic FSD moment. The way it still managed to handle the stop, deal with the honks, and then continue on its own is actually pretty impressive. Curious to see how long it takes for it to learn the difference between construction signs and real stops.

First real pucker moment on FSD 14.3.3 during our Canadian coast to coast autonomous drive 👀 An automated construction stop sign was in the upright position and FSD read it as an actual stop sign, so the car stopped. We got honked at, waited it out, and then FSD continued on its own with zero intervention. Not perfect, but honestly pretty impressive. @Tesla_AI @DavidMoss @DevinOlsenn

@DimaZeniuk this actually works it changes everything for people who have never seen before. The idea of going from no vision to even limited sight is mind blowing, and if it really grows into superhuman vision then we are stepping into sci fi territory for real.

ELON MUSK: “Later this year, we expect to do our first implant for what we call Blindsight, where even if somebody has lost both eyes or lost the optic nerve, or they were blind at birth, it will give them initially limited vision, over time perhaps superhuman vision.”

@XFreeze The real bottleneck is going to be power and maintenance if we try to blanket every city with micro cells. Space based internet feels inevitable, but I wonder how long before latency and handoff tech actually make it seamless for 6G level demands.

Going from 4G → 5G → 6G, bandwidth becomes a massive scaling nightmare Higher speeds demand higher frequencies → which means much shorter range → which means you need an insane amount of new towers and small cells like every street corner Eventually, ground infrastructure hits a hard physical and economic wall At that point, space becomes the only realistic way to scale the internet SpaceX Starlink constellation will not just be for rural coverage anymore....but it becomes the essential, foundational infrastructure for the 6G era

@PolymarketMoney That revenue curve is unreal. Going from ten million to a forty five billion run rate in four years is basically a new era for AI companies. Curious to see how long they can sustain that kind of growth before the market tests it.

Anthropic's revenue growth: • 2021: Founded • 2022: $10 million • 2023: $100 million • 2024: $1 billion • 2025: $9 billion run-rate • Feb 2026: $14 billion run-rate • Mar 2026: $19 billion run-rate • Apr 2026: $30 billion run-rate • May 2026: $45 billion run-rate

@elonmusk @wholemars @teslayoda Solving harder problems only works if you actually close the loop fast enough to learn from it. Curious how you decide which loops are worth chasing first at your scale.

@teslayoda The key is just closing the loop on solving progressively harder problems, which we have plenty of at my companies

Grok Build should watch and learn from Claude Code and Cursor inside Marcohard.

@elonmusk People always underestimate how much a great product can carry everything else. Brand talk is loud, but results are louder.

Product >> Brand

@DevinOlsenn FSD getting tripped up by lifted stop signs is one of those moments that reminds you how literal these systems are. Cool that it worked itself out, but it shows how much context humans add without thinking.

Nearly 700km into the road trip now and so far this has been our only “weird” moment with FSD. The car stopped (and remain stopped) for this stop sign ontop of the gate arm that was lifted up. Otherwise the drive has been flawless - but this one was a bit odd. In the end the car sorted it out on its own though - we just had to be a bit patient.

@SawyerMerritt People who dismiss EVs usually haven’t lived with one long enough to get it. Once you feel the instant torque, quiet drive, and realize gas is a ticking clock, the whole conversation changes.

Jason Cammisa on EV haters: "If you don't think electric vehicles or electric propulsion is a superior transportation solution, it's because you haven't spent enough time in an electric car; We will run out of fuel at some point. It is a finite resource. Give people the experience of living with an electric vehicle everyday, there's no going back." Full video: youtube.com/watch?v=l74of0…

@LeoCapital_01 @SpaceX Feels like this IPO is more about insider cash out than fresh growth. If 95% of the shares are held privately and early sell provisions are baked in, retail buyers are basically walking into a liquidity event for someone else.

A message for my $TSLA friends eyeing the SpaceX IPO $SPCX. I traded $TSLA for years. I know the community. I know the excitement when Elon takes something public. But before you chase @SpaceX at $1.75 trillion, read the S-1 carefully. SpaceX doesn't need your money. They raised at $800B in private tenders six months ago. They could raise $50B privately tomorrow with a phone call. This IPO isn't about raising capital. It's about giving insiders liquidity. 95% of @SpaceX shares are held by insiders. Only 5% will be publicly traded. Insiders hold $1.66 trillion in paper wealth they currently can't sell. The IPO changes that. And they've structured it so insiders can sell BEFORE the standard 180-day lock-up expires. @SpaceX built in early release provisions -- after the first earnings report, insiders can sell up to 20% of their shares. They're also reserving 30% of IPO shares for retail. Ask yourself -- when has Wall Street ever given retail the best seats in the house unless retail was the product? 100x revenue. $4.9B net loss. xAI burning $6.4B a year while @Starlink subsidizes it. This isn't 2020 Tesla at 20x revenue with a clear path to profitability. This is a different risk profile. Now here's the part I want you to actually consider. SpaceX's S-1 sizes their satellite-to-phone business (Starlink Mobile) at a $740 billion TAM. Their Connectivity segment does $11.4B at 63% EBITDA margins. Those numbers are real and impressive. But buried in the S-1, @SpaceX names their D2D competitor: $ASTS . @AST_SpaceMobile $40 billion market cap. Not $1.75 trillion. $40 billion. Here's what $40B buys you: 98.9 Mbps proven from space to unmodified phones (SpaceX does 3-5 Mbps) The only low-band D2D spectrum access on Earth (indoor coverage SpaceX can't match) All three US carriers forming a joint venture around ASTS technology Google invested $358M their largest public equity holding AT&T, Verizon, Vodafone as equity investors $3.5B cash, $1.2B contracted backlog 3,900 patents, custom ASIC in production Three satellites launching on a Falcon 9 next month 60 carrier partners covering 3 billion subscribers @SpaceX at $1.75T is pricing perfection across rockets, satellites, AI, and Mars. One miss and it corrects hard. $ASTS at $40B is pricing uncertainty in a $740B market where the technology is already proven and the carriers have already chosen sides. The Tesla community knows what it feels like to find a mispriced stock before the world catches on. $TSLA at $30 pre-split wasn't obvious to anyone except the people who did the work. $ASTS at $106 in a $740B market with 33x faster speeds than SpaceX D2D, a carrier JV, and institutional discovery just beginning -- that's the same kind of setup. So before you throw money at a $1.75T IPO where insiders are building exit ramps, maybe look at the $40B competitor they named in their own filing. Not financial advice. Just math. $ASTS 🛰️ cc @SawyerMerritt @unusual_whales @DanBTC916

@teslaownersSV @elonmusk The glow up from spaghetti to art is exactly how engineering feels. First it works, then it wows.

Engineering is magic