Brian Levy

@MissJilianne I can’t tell you the last time I touched my steering wheel. I feel safer with it, but I guess you never know.

Tesla Full Self-Driving makes mistakes, that’s why it requires human supervision. Anyone who tells you it’s perfectly safe, isn’t being truthful to you.

@GerberKawasaki I know the feeling. I have also been warning people about paying someone 2% for underperforming the S&P.

I e been warning about these issues for some time and no one at tesla seems to want to address them. Not like the old days.... $tsla

@garyblack00 Interesting take. I hear Rivian is a good car. They need a sugar daddy. I just don’t know who would want to take on a company that is losing that much money for every unit sold.

This is not the only reason to own $RIVN, but I believe either $VOW, one of the big 3 or $GOOG or $AMZN will ultimately acquire $RIVN to expand their presence in both EVs and full autonomy. Market cap is still under $20B and the incremental TAM potential associated with extending the brand into the $50K R2 segment from the $80K R1 segment is HUGE.

@GordonJohnson19 Simple. Why don’t you tell your customers that you are using your competitors intellectual capital because you are not smart enough to figure out for yourself. See how that works out for you. Bad enough you can figure out how to create a charging network.

Why hasn't ANYONE licensed $TSLA's "FSD" technology, and WHY is the market STILL valuing this tech at ~$1.2tn?

@pbeisel @CernBasher Will definitely check this out

Fun to go deep with @CernBasher on all things Tesla. Digital Optimus, Optimus, SpaceX/Tesla convergence, the list goes on and on. Take a listen (and tell us how we can improve this pod). It was an absolute pleasure to speak with Cern, someone who can think way beyond the box.

@pbeisel You won’t be able to lie. Tesla has the data.

@pbeisel What we are watching is beyond fascinating, the scale, speed, technological advances.... I will be honest I will be more excited when it starts hitting the income statement 😀.

Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.

@elonmusk I just want a future model x substitute

True. New Roadster unveil probably in late April.

@pbeisel Help me understand NVDA is providing the hardware and now I hear AI can handle the software part. Will there be another vision only solution in 12 months? NVDA is not vision only correct?

@elonmusk Not political donations. Politicians don’t deserve money.

Btw, the proceeds of any legal victory in the OpenAI case will be donated to charity. I will in no way enrich myself.

@elonmusk @SawyerMerritt @Thomas_Sergeant @beffjezos I love it Elon. Don’t shy away from your net worth. The greater your net worth just means society is a better place in many ways.

@Thomas_Sergeant @beffjezos My “net worth” will just track SpaceX+Tesla market cap, so will be whatever that is as a percentage of GDP

Makes sense for what is basically a founding engineer for Earth

@SamaHoole Yup

Expectation: carnivore is a restrictive diet that requires willpower, discipline, and constant vigilance. Reality: carnivore is the only eating pattern I've tried where I simply do not think about food between meals. The restriction that requires willpower is eating processed food while trying not to eat too much processed food. That requires fighting your own appetite daily against food that was specifically engineered to make you want more of it. Carnivore is not a restriction. Carnivore is the removal of an addiction followed by the absence of the addiction. The discipline required is front-loaded, into the two weeks where the processed food cravings are loudest. After that, it requires approximately zero willpower. Your body is full. Your brain is clear. There is nothing to resist. Discipline is what you need when the system is fighting you. The system stopped fighting at week three.

@elonmusk This is your world Elon. I am just a squirrel trying to get a nut along for the ride. I have no idea what this means in the big picture.

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.

@Rothmus @elonmusk Yup

@elonmusk I want a cyber family 6 seater for a family

Cybertruck is way more awesome than people realize

@C_3C_3 This identification bullshit is ridiculous. I just find it hard to believe buying twitter has anything to do with it. People could go to differnt platforms to identify in what ridiculous way they want and left twitter.

October 2022: Elon closed the deal on Twitter. April 2023: Twitter was merged into X Corp. Since this happened… Young adults identifying as LGBTQ has DROPPED 23% after the propaganda was shutoff. Saving innocent children from this was perhaps Elon’s greatest accomplishment.

@SenSanders How about getting rid of the sandwich shop regulations?

Walk into a sandwich shop. It’s regulated for health and safety. But AI, which will transform the world economically and socially, is completely unregulated. That’s insane. We need to make certain that AI works for ALL humanity, not just the billionaires who own it.

@elonmusk @SawyerMerritt Yeah it stinks. I hope the unboxed process brings new form factors to replace the X Plaid

Important to order Model S or Model X before production stops to make way for the Optimus factory in a few months

@BernieSanders Great more handouts to further tell people they are worthless instead of encouraging people and empowering them to keep climbing. I am disabled and figured out how to turn my disability into an asset. Thank god I didn’t have a hand out. It is a crutch not a solution.

My 5% billionaire wealth tax will raise $4.4 trillion to: ✔ Give $3,000 to everyone in a household making $150,000 or less ✔ Build 7 million homes & apartments ✔ Enact a $60,000 minimum teacher salary ✔ Expand Medicare for dental, vision & hearing And much more...

@McFaul Politics. Follow the money.

Why aren’t we doing this too?