IvanGill

Starlink and Orbital Data Centres are close cousins. I suspect data centres will also be Starlink sattelites, they will already have a need most if the hardware to function as data centres. So I don't see a Starlink IPO, data centres and AI just became SpaxeX's main future income stream, and they need a massive income stream to fund a colony on Mars

@alojoh @elonmusk IPO Starlink in Texas.

I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla. Loyalty deserves loyalty.

@eeldenden We have it, it's called NATO

🇪🇺🇫🇮 Sanna Marin: We can't rely on Washington. Europe needs unified military forces that include Ukraine

Hydrogen makes no economic sense. Even green hydrogen, produced from electrolysis of water using renewable energy delivers a much lower percentage of renewable energy used to the vehicles wheels. EV's are more than 80% efficient nothing comes close. Even EV's powered by electricity from Coal produces much less CO2 than a petrol or diesel vehicle

I would buy a hydrogen car if the refuelling stations existed. If the govt spent the tiniest fraction of EV subsidies on building them we could get going. I think people would switch to them far more quickly than to EVs as the refuelling times are the same as petrol. We would be energy self sufficient in no time. Like everything, with scale the costs will drop. We currently switch off wind turbines and pay the operators to do so when there is no demand. These could be diverted to create hydrogen instead. Likewise excess solar during the day. Far more sensible than building battery farms.

@farzyness I hope so Farzad

Iran’s regime is severely weakened. A regime that was already hated by its own people. And now the strait is open while the regime is in disarray. And its own people still hate it. There’s only one way this ends, folks. Iran will be free.

I love the ambition, 5 years does seem a bit optimistic though for manufacturing. Much of what Tesla plans requires some heavy e1uioment (mining and refining of construction materials for example, and also I still haven't got my head around putting lithography machines on the moon, I am guessing we keep manufacturing the chips on earth at least in the early years

True

Climate Scientist making very basic logic errors it appears. You don't reduce the burning of fossil by not drilling in the noth sea and instead importing oil and gos from the US and Middle East ? You do it by accelerating the transition to green alternatives, Solar, Wind, Batteries, and electric vehicles which are already the cheapest form of energy production and the lowest TCO transport. Drilling more in the north sea would generate taxes that could help fund the up front capital costs of this transition

These are not just scientists. These are climate scientists.

Are you implying that while the Terrafab is a joint manufacturing venture owned and funded by Tesla and SpaceX, chip design will remain in the Tesla domain in the Tesla-owned Chip research site being built at Giga Texas? That appears to solve issues about technology transfers between 2 otherwise independent companies.| Until the day the companies merge, this looks like a very sound solution.

My idea of a good time is working with amazing engineers to create incredible technology 🤩 The Tesla chip research fab will have all the machines needed to do logic, memory, packing & masks in one building for a lightning fast development cycle. Heaven 💫

@KatieMiller @_SFTahoe Does Sam Altman suffer from Narcistic Personality disorder, lying and and receipt he does with ease and apparently little emotion

Can you trust anything Sam Altman says? Yet another OpenAI project bites the dust.

Tesla was always the Chip designer and customer for their inference chips. Logically it made sense for Tesla to build the Terrafab Economically it did not.. It would have consumed most if not all of their cash in the bank, the huge expenditures would have had significant negative effects on short term share price and that in turn would have compromised Tesla's ability to go to the market to raise more money. Partnering in this context was essential. Partnering with the company that built one of the LLM's they were optimising their next generations of Inference chips and potentially their lasegets customer of these chips was the only logical partner. SpacexlX IPO was not a preferred choice, public companies invite lawsuits and other additional costs, but the IPO is essential to raise the funds to get Terrafab into production and start launching inference data centres into space. This is a joint venture that ties these companies financial futures so closely together.. they are one company in all but name. Well imo

Tesla is already benefiting from SpaceX today through massive joint initiatives with great upside: Terafab - the new $20 - 25B joint venture between Tesla, SpaceX, and xAI for 1 terawatt of AI chip production - plus the AI space compute opportunity and digital Optimus. This is direct cost-sharing and vertical integration. Without the partnership, Tesla would bear far more of that capex alone. Stocks trade on discounted future free cash flow. That value is vastly higher with Terafab enabling Optimus + AI chips + solar for space compute, plus the full space economic flywheel. The value of vertical integration is future free cash flow, and owning the full stack (chips, robots, vehicles, satellites, orbital data centers) is worth far more than the sum of separate parts. This isn't a conglomerate - it's ownership of the entire stack: design, fabrication, vehicles, robots, satellites, orbital data centers. Vertical integration removes friction and unlocks synergies the market rewards (see early Amazon skeptics who only saw "a bookstore"). Wall Street already sees the upside: SpaceX IPO is heavily anticipated, and long-term holders with real skin in the game (Ron Baron, Dan Ives, etc.) focus on the integrated opportunity, not hypothetical discounts. Shareholders are overwhelmingly in favor. There will also be a noisy pessimistic few. They are outnumbered and won’t matter. A merged SpaceX/Tesla/xAI will accelerate the advent of the new Space Age.

DREAM OUTCOME A Tesla/SpaceX/xAI merger is the BEST possible outcome for Tesla shareholders. They share the same Zeitgeist. It would be the easiest merger in history. BUT a noisy few buy into the FUD. They buy into the FUD that assumes Tesla revenue gets diverted to "fund SpaceX opportunities" that are money gobblers. That's outdated. ♦️SpaceX and Starlink are already profitable (~$8B EBITDA profit on $15 - 16B revenue in 2025, Starlink driving 50 - 80%). ♦️Starlink is exceptionally capital efficient - ditto SpaceX overall. SpaceX funding to date is a cost effective $12 Billion. They've required only a fraction of the venture capital that frontier peers like OpenAI have raised. ♦️The upcoming SpaceX IPO (now targeting over $2T valuation, potentially raising up to $75B) gives them a massive independent war chest. ♦️SpaceX doesn’t need Tesla cash. But both companies benefit from vertical integration. MASSIVE UPSIDE Tesla shareholders - Your dollars invested DON'T CHANGE. Tesla has always been volatile - disruptive winners always are. But the possible upside increases manyfold. Tesla + SpaceX + xAI would kickstart the new space economy. They wouldn’t merge for Tesla to stay on a track to be an 8 Trillion company but to go after the largest opportunity that ever existed - a new space economy. The possibility of a 100 Trillion market cap. Again, What is the cap as humanity goes Galactic? 🧵Next: Ignore Gary Black

@alojoh @bryan_johnson Even the health and longevity space you immediately see through to what is important I love your mind AJ

I skip your pros and get right to the main con: your primary weakness is that you focus too much on minutae, ie non-needle movers. Living in/near large city is not health optimal which everyone who ever lived in the countryside will intuitively understand. Also, construction in the US is horrible. Your home is probably full with s*. The list of toxic chemicals which may have been used is too long to even get into here. You'd be surprised what 'goes'. So, making sure you live in a healthy box (house) in a non-polluted environment (best place countryside) should be obvious and would deliver better results than spending time on whether cooling your balls by +/-3 degrees C makes an impact. Peace

Guys, I’m an idiot. All this time I’ve spent trying not to die, I had toxic turf in my backyard. Artificial turf contains crumb rubber infill made from recycled tires, which leaches chemicals including PFAS, heavy metals, and polycyclic aromatic hydrocarbons. These compounds are linked to hormone disruption, carcinogenicity, and systemic inflammation. I don’t know how I missed it. It makes me question my basic competence in life. What gets me is that I try so hard to survey the world of potential idiocy. Then I find out there’s a monument to idiocy sitting right in front of my face that I was blind to. I’m removing the turf, yet I’m still stuck with this seemingly unsolvable problem of how to not be an idiot.

Key line here Tesla's demand grew (fgkobally) without the help of (US) tax credits" (Their largest market) Let that sink in And they have yet to role out Robotaxis' and Semi's at scale, booth with significant operating advantages over the competition who rather than coming, are in the. West at least, retreating and losing sales

I agree As long as we consume oil and gas there is no logic saying "as long as we don't drill our own?) That Solar wind and battery is now the cheapest form of energy to deploy going forward (historically comparisons are irrelevant has prices keep consistently falling) so encouraging a move to slowest and grid alsacle solar and batteries and electric vehicles is a long term benefit. But to argue you can only move to renewables if you don't dleeill oil and gas and instead import it.. we'll any 'scientist' making that argument I woudk say deserves to have their funding questioned as the clearly have logic deficiencies that will inhibit their ability to do any research efficiently. Man made climate change is real and is an issue that needs tackling. The good news is that the most cost efficient sources of energy are now Green and we do need to transition. We are extradinarily lucky that such a transition can reduce energy costs long term.

"Leading UK climate scientists warn against new North Sea drilling in letter to the FT"... I'd be happy to leave climate science to the climate scientists, but the economics here is nonsense... 1⃣ “As climate scientists, we urge leaders to look to the cheaper solutions we have already, that we know work" That's fine. If your solutions are indeed "cheaper" then why not just let the markets decide? 🤔 (Hint: they're not cheaper, and even if they were we would still need some oil and gas as backup for the foreseeable future, and domestic production is better than imports - including for the planet!) 2⃣ "about 90% of North Sea reserves have already been extracted" That figure is debatable but, if there is so little left anyway, why are you worried about the impact? 🤷‍♂️ 3⃣ "additional production would have little effect on global prices" So it would presumably have even less effect on the global climate? Make your mind up!!🤷‍♂️🤷‍♀️ But this isn't a killer point anyway, because an increase in domestic production would still be good for tax revenues and the balance of payments, even if it doesn't lower prices! ft.com/content/5059e4…

The point of North Sea Oil and gas is that it offers a supply close to home much less likely to be interrupted by wars and political instability. The other benefit is it will raise taxes on profits to fund the government and maybeeven help pay down the national debt. I don't want to live in a highly inefficient (and inevitably corrupt) communist system. That private enterprise is willing to raise and invest money to drill the north sea removes risk from government purse and keeps politicians out of trying to run private enterprise inefficiently and badly. That we have 'sold drilling rights' to private companies is a non issue, and is a positive thing, now we need to allow them to explore and produce

It is blowing my mind how many people don’t seem able to grasp that oil & gas in the North Sea is not “ours” but was sold off to private companies who will trade it on the international market like any other fuel. We don’t get any kind of privileged access to this fuel.

@Exiled_Valiant @BROKENBRITAIN0 Pro immigration, anti English, how does that work exactly?

@BROKENBRITAIN0 SNP are TRAITORS to the Scottish people. They have actively flooded Scotland with Third Worlders who rape and commit serious crimes. Whilst continuing to raise Taxes on working Scots to pay for this nonsense. They are a party of Enablers and Betrayers.

🚨BREAKING: The SNP HAS ORDERED Police Scotland to NOT record the nationality of criminals 🏴󠁧󠁢󠁳󠁣󠁴󠁿 It has been revealed that the force ONLY records the nationality for around 50% of cases. They have also REFUSED to release the data on how many sex attacks are committed by foreign nationals. The SNP are directly covering up crimes by migrants via the scotland police - THIS IS ABSOLUTELY DISGUSTING AND THE PEOPLE INVOKVED MUST BE HELD ACCOUNTABLE ⚠️

You are spot on Larry Give entrepreneurs the freedom and environment to to do their thing and you will get the most efficient deployment of capital. Few Politicians have ever been entrepreneurs and many have political beliefs that are contrary to people growing companies, I am thinking of Senator 'Karen', AOC, among many

No! We need the Pols to get the F out of the way. We can do this by ourselves. All your "Industrial Development Bank" would do is provide more fraud money for the grift. @RoKhanna stop trying to provide solutions: everytime a Pol provides a solution it becomes the problem!

@TeslaBoomerMama Praying for both of you Alexandra, so sorry to hear TBP is in ER

We could do with some prayers, in the ER with TBP. Thank you.

Then the UK has not been a democracy since 2016 on that basis sadly, people voted to leave EU in part because of unrestricted immigration pushing housing prices/rent up and lower wages down (by 10% according to government figures). They have also voted for consecutive governments that promised to address illegal immegration, no party delivered on that since 2016, it has significant impact on government finances which are in a mess and the current incumbents voted in mainly because the Conservatives failed to deliver on these promises are worse, trying to bring the UK increasingly under EU regulations. Labour will likely all but cease to exist in future elections with the country split between the left (represented by the greens who will not campaign on this (at least honest) and unfortunately 2 parties that will address the issues and that split vote may out the greens in power (legitimately) and not see the issue dealt with until after 2034, at wilhich point I dread to think what UK finances will be like or wether I will want or be able to afford to live here due the economically devastating levels of Tax thelatbwill be required to fund ongoing excessive government spending and interest on the already excessive debt. GFC and COVID were both valid reasons for government to increase borrowing. Continuing to borrow and spend after both were over should have been criminal, leaving future generations with a mountain of debt and excessive interest payments. Who is going to course correct and prevent the UK becoming another Zimbabwe or Venezuela?

We don’t live in a democracy if our elected leaders fail to implement the will of the people

How did we ever get hear, what is the point of the law if not to protect the general public from harm and wrong doing. Allowing a rapest bail seems a total failure of the law to do it's job Perhaps we need to hold judges accountable for the crimes that result from such misguided judgements. If he tapes again, the judge should perhaps also be up in court with him as an accessory or similar.

🚨BREAKING: A 17 year old boy has been raped at Sheffield train station, 50 year old man arrested 🇬🇧 The attack happened at around 3:30pm on Friday, the attacker has since been BAILED. The police have released NO details about the attacker, we all know what that means. This country is sick.

Not all, not by a long way. I know many and count several as friends. Dealing with rape gangs and pedophilia and illegal immigration are important topics and will be front and centre in the next election as politicians are one of our few ways to make the needed changes. But "All 'groupname' are 'this' is plain racists or bigoted and have no place in the change that is required and will undermine attempts to make these needed changes by seen to be giving a platform to such bigotry as you post displays.

As long as we use oil, we should drill and be as self sufficient as possible. At the same time we should be accelerating Solar, wind and battery deployment, as solar and battery are now the cheapest form of electricity and out high electricity costs are a burden on industry and the public

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