@MobofJoggers @elonmusk Google’s got the money, SpaceX everything else.
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David
44 posts
Wow. @elonmusk is this true? And if so. Why?
The Kobeissi Letter@KobeissiLetter
BREAKING: Google and SpaceX are in talks to launch data centers into orbit amid surging AI demand, per WSJ.
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@Coding_Zombie @_SFTahoe @grant_melson @TeslaBoomerMama I see what you’re saying. You’re suggesting a majority of shareholders think selling to SpaceX is wrong but these shareholders hold less shares than those who agree with it. If that’s your honest assessment, you might want to consider selling your shares, no?
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@davidxfeed @_SFTahoe @grant_melson @TeslaBoomerMama Wouldn't the vote be by shares and not by the number of voters though?
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I would welcome you to debate any of the points that I brought in your comments @TeslaBoomerMama .
There are many critical flaws in your arguments (such as claiming retail shareholders did not fund robotaxi R&D as shareholders..) that I countered in your comments. Which I think is what got me blocked.
Happy to debate, I care too much for TSLA shareholders to let those slide unaddressed.
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@Coding_Zombie @_SFTahoe @grant_melson @TeslaBoomerMama If that’s the case, you have nothing to worry about as the vote would not pass.
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@_SFTahoe @grant_melson @TeslaBoomerMama I am a fan of both Amy and TBM. I know you had to give up your ability to sell shares for helping in the ridiculous Tornetta case.
This isn't just some loud minority.
I think most Tesla investors would agree that Tesla is undervalued and selling to SpaceX now is wrong.
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I once heard it said that lottery tickets are a tax on people who can’t do math.
unusual_whales@unusual_whales
"Americans spent over $109 billion on lottery tickets last year, which is more than they spent on movies, books, concerts and sports tickets - combined," per Charlie Bilello.
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@jonashernlund @stevenmarkryan “Physics not narrative” did ChatGPT write this for you?
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@stevenmarkryan Space DC pitch breaks on thermals and downlink. Radiating 1MW in vacuum needs 10x the surface area. Inference latency to ground also kills the speed-of-light pitch. SpaceX edge is dense ground hubs near substations, not orbit data centers. Physics not narrative.
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What if there was a company…
Able to scale AI compute MUCH faster than any other…
AND cheaper than any other…
First on earth…
Then at unprecedented scale in space…
And they were willing to license access to competitors…
…?
David Sacks@DavidSacks
Back-of-envelope numbers for 1 gigawatt data center: All-in Capex: ~$50 bn Enterprise revenue generated: ~$25-30 bn/year Electricity cost: $1-2 bn/year ~2 year payback. The boom is real.
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@davidxfeed @beffjezos Maybe they will be first to solid state batteries?
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🇯🇵/acc
Japan will make a huge comeback.
One of the earliest believers in the power of transistors, uniquely set up to gain an interesting position in this new semiconductor cycle
Rie Yano やのりえ@rieglobe
#jpacc Japan has been sleepy when it comes to global acceleration, but it's primed for the third awakening. A thread for all builders, innovators, and investors who love Japan 🧵
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@CathieDWood @elonmusk @GwynethPaltrow Ok but Gwyneth Paltrow should play Gwynne Shotwell in the movie.
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Thanks to its deal with Anthropic, XAI, now SpaceXAI, is pivoting from massive losses at Colossus to significant profitability as a neocloud on an estimated $5-6+ billion in annual revenues. Brilliant SpaceX move, @elonmusk and @GwynethPaltrow !
Frank Downing@downingARK
To those worried about accelerated depreciation for GPUs, this is a great example of nearly 4 year old chips being rented out in a (likely) multi-year deal And the buyer is (likely) getting a great return too given these GPUs will power in-demand models at 60-70% GM to Anthropic
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@SawyerMerritt Anyone else finds SpaceXAI as a single word sort of… imbalanced? It looks kinda bad.
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SpaceX has officially filed a new trademark application for the wordmark "SpaceXAI"
The description says: "Providing satellite-based data center services and orbital computing infrastructure; cloud computing and software as a service (SaaS) featuring AI for data processing, storage, analysis, model training, inference, and AI workload management on satellite constellations and space-based platforms; providing software featuring AI for deploying, scaling, and managing satellite-based data centers and edge computing systems in space; Platform as a service (PAAS) featuring computer software platforms for artificial intelligence, machine learning, and data center operations delivered via satellite networks.."
xAI is being dissolved as a separate company, so it'll just be SpaceXAI, the AI products from SpaceX. SpaceXAI will have a logo.
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@aikisteve @ManlyMarshall @pvandamcom @Tesla Are one-way streets illegal in countries with history? 😅
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@ManlyMarshall @pvandamcom @Tesla For the most part, the reason is because in Europe, we actually have a history 😉. Also because there didn’t used to be that much traffic, so no need for bigger roads
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This was one of the most striking situations @pvandamcom and I encountered during our drive on @Tesla FSD Supervised. The car was waiting patiently at the right spots, but then it saw and read the intention of other cars hundreds of meters away to then decide whether to stop of continue on this very narrow road. Simply amazing! 😍 @teslaeurope @TeslaOwnersNL @KRoelandschap @teslaownersSV @SawyerMerritt @wholemars @elonmusk
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The @SpaceX & @Tesla joint venture Advanced Technology Fab construction site continues to see progress on the E site, mainly with materials, trailers and equipment relocation and work on River Rd extension. Most of the large mound of dirt and debris is mow completely removed too and the overall grade is looking more Locke a construction site.
Interestingly, on the very far NE “lone tree” field, large clearings with an access road is being created, probably where the rest of the workshops, materials & other items on the E site will be moved to soon. There is a nearby permitted NE trailer area too.
I think the “lone tree”, which is a bit of an icon here is staying!
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.@benjitaylor is such an asset for X. Hope he can do his magic with Tesla after the merger.
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@SawyerMerritt Like give your lil bro an unplugged controller so he thinks he’s playing
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Here’s what the fake gear shifts and gas-engine sound through the speakers sounds like. Lexus says they modeled the sound after the Lexus LFA engine for this all-electric 3-row SUV.
I absolutely hate this 😂
Sawyer Merritt@SawyerMerritt
Lexus has just officially unveiled their new all-electric three row SUV for the US, the Lexus TZ. • Range: Up to 300 miles • Two battery options: 77 kWh & 96 kWh • Peak charging speed: 150kW • 10-80% charge in 35 minutes • NACS charge port • Fake gear shifts with gas engine sounds through the speakers • 3,500 lb towing capacity • 0-60mph: 5.1s • Up to 420 hp • Quietest cabin among Lexus SUVs • Forged Bamboo interior trim sourced from Shikoku Island • Second-row captain’s chairs • Front passenger & second-row ventilated seats with power ottomans • One-touch folding second- and third-row seats • In-cabin fragrance • Full-screen navigation in digital gauge cluster • Six Japanese-inspired ambient lighting themes • 21-speaker audio system • Heated seats in all seating rows • Available Dynamic Rear Steering (up to 4 degrees rear-wheel steering) • 0.27 drag coefficient • Five regenerative braking levels adjustable via paddle shifters • Lexus-first 2-in-1 charging port with side-by-side AC/DC connectors • AC external power supply capability • Can't self-drive, but has driver assist features • Overall length: 200.8" • Wheelbase: 120.1 inches • Cargo capacity with rear seats up: 13.8 cubic feet • No frunk Vehicle goes on sales in the U.S. at the end of 2026. Pricing will be announced later. I've attached a lot more photos in the thread below:
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@grant_melson The only thing that matters is speed of innovation. Tesla and SpaceX under one roof accelerates everything and guarantees the future.
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You (and 80% of TSLA influencer community) are proposing that we sell our company for SpaceX shares before robotaxi is ramped. This is big enough of a deal to wake up and speak up about.
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Tesla designs the chips ➡️ Tesla and SpaceX make them together ➡️ Chips go inside vehicles, humanoid robots, and data centers in space (all built by Tesla and SpaceX) ➡️ SpaceX and Tesla use those space data centers for Digital Optimus ➡️ Digital Optimus runs Tesla and SpaceX 🔁
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@teslayoda That’s an extremely high bar and Optimus will be highly profitable way before it.
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A good bar for Optimus is whether it can assemble iPhones at a lower unit cost than Foxconn factory workers at scale.
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🚨 Tesla Cybercab spotted at a Walmart in Elgin, TX
A production unit out in the wild, this is no longer just testing. $TSLA 🔥
Trevor Scott ✘@TrevorScottReal
Production Cybercab spotted at the Elgin, TX Walmart.
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