Levi Loomi

real question, when Tesla also joins the AI Infra play with Megapod and there is a supply shortage on multi different components (Chips, Gas turbine etc...), which company will Elon prioritize? $TSLA or $SPCX? They need to merge

@yunta_tsai what's having kids? distillation? 🤣

Our lifespan is a session.
Our memory is a context. Our senses are the input stream.
Our thoughts are the reasoning steps.
Our decisions are the tool calls.
Our habits are the system prompt.
Our goals are the objective function.
Our emotions are the reward signal.
Our relationships are the shared state.
Our regrets are the residual errors.
Our growth is the fine-tuning.
Our death is the context window closing. And whatever remains—the traces left in others—becomes the training data for the next agent.

@tunguz distill Mythos 2 into a cheaper model themselve. outchina china 😂

I mean, if you were Dario, what other option do you realistically have?

@JOBhakdi im chilling knowing they have the following coming: Robotaxi, Digital Optimus, Neocloud with Megapod, Optimus

TSLA is cooked until Robotaxi (or Optimus) scale. I know it has been very frustrating - but looking at the facts, I do believe Robotaxi is imminent (next 6 months). I was too optimistic for May / June, but progress is happening and Cybercab scaling is a clear indicator something is up.

If you are upset about $TSLA, just know Tesla's TAM got much bigger after Elon's 2025 Compensation Package. Their AI Infra play will be massive

@ekapob sad but true

I asked Grok 4.5 if it noticed Elon's change in tone and enthusiasm about Tesla before and after the compensation package vote. Here is the answer: yes.

$TSLA @elonmusk optimus 3 demo pla

Bullish on Tesla Megapod

@NickGibbsIAG @GavinSBaker bullish on Tesla Megapod

Amazing! Everyone is Converging to my POV from 2 years ago 🫶🏻. If @GavinSBaker is saying it.. you should listen.

@butala_aryan @aelluswamy @Tesla @Tesla_AI @tesla_na @yunta_tsai

CRITICAL FSD disengagement at highway speed. Details: ~ car was extremely indecisive taking the exit ~ You can see right before I disengaged, the steering wheel was turning slightly left toward the barrier ~ also waited until the very last minute, cutting across 4 lanes to make the exit in under 10 seconds ~ I believe it was going to drive into the barrier ~ Mad Max mode ~ The car behind me was cut also about to collide due to this indecisiveness ~ FSD v14.3.4 on 2026.14.6.12 ~ Completely sunny day, sun was above not in frony (no glare) ~ All cameras were clean ~ Houston I am a very grateful and avid FSD user, but never in my 3 years of usage have I experienced such a critical disengagement. I made sure to mark it as critical in the menu. Also, the video clip doesn't really justify how much I had to swerve and avoid that barrier, also having to accelerate hard since the car behind me didn't expect that. Please repost and share so @Tesla_AI can see this and fix it 🙏 @elonmusk

@BoBbyPleWniaK TBH Robotaxi wont affect revenue till 2028. But there are other exciting plays here with Digital Optimus and Distributed AI Infra. Those will scale a lot quicker than robotaxi imo

My $TSLA valuation thoughts right now. I hope I’m wrong about $TSLA going to $800+ quickly. It feels inevitable eventually, but every 100-point move today is $375 billion in market cap. I see all the bull projections and get the FOMO when Elon talks. Then I remind myself of reality. We’re not in 2019 when $TSLA was only a $100 billion company. Things are much different now. Every week we essentially move a whole 2019 market cap. I just don’t see how the revenue hits soon enough to justify a run-up that fast. Sure it may come, but we’d be extended again and with it may come those fun 50% drawdowns. That’s how she moves. I think we’re in a new arena of the trillion-plus market cap companies. Maybe I’m not fully adjusted to it yet — I just can’t get myself to believe Tesla gets valued at $4T, $5T, $6T, $7T, and $8T anytime soon. Maybe years down the road once revenue really hits the bottom line. Robotaxi will help, but nothing is moving the needle yet. Humanoids are next, but factory lines are just now being cleared. Elon is going to have to keep the dream alive to support the share price. He’s earned this premium, but any market hiccup and $TSLA is an easy target. Where I’m at with my portfolio, I’m not trying to hit home runs anymore. If I get one while swinging for a sacrifice fly, great. I probably should just index into SPY and QQQ… but like many of you, I have too much Elon FOMO. It’s a real condition. I can’t get myself to put capital anywhere else. So I add some hedges, try not to cap too much upside, and enjoy the premium cashflow along the way. Let’s see how this all plays out.

@farzyness $TSLA distributed AI Infra play is gonna shock everyone

Change is about to accelerate.

@elonmusk why is there no $100/month subscription for Grok? @grok

@clankrmedia shipping to consumers or factory?

Hot take from 1X CEO Bernt Børnich on NEO’s new hand: 🔵 Human-level strength 🔵 Can hold a ~70 kg deadlift 🔵 Motors, tendons and sensors built in-house 🔵 Designed to remove the final barrier to robot intelligence Also update on NEO... It will begin shipping this year.

@elonmusk @SawyerMerritt can we get an optimus 3 demo pls

@SawyerMerritt !!

Apple has sued OpenAI, alleging trade secret theft, saying that the company took Apple's intellectual property in order to develop its own consumer hardware. Apple: "Recently, significant evidence has emerged suggesting individuals employed by OpenAI wrongfully took Apple's secret and confidential information regarding our unreleased technologies, processes, and products; Unsurprisingly, Apple's investigation has found a pattern by employees who depart for OpenAI of taking steps to evade the security processes intended to protect Apple's confidential information."

@elonmusk @Tesla_Optimus @1x_tech is sharing their robot, maybe it's time for u to share urs too?

@yunta_tsai when Digital Optimus!

Ultimate sub-agent mode — Grok 4.5 tunnels to another machine, installs Grok Build, and enters a prompt to steer the sub-agent fleet through another Grok Build.

@SawyerMerritt can customers book a ride?

Waymo has announced that they are now testing fully autonomous (nobody in the car) in four new cities: • Las Vegas • San Diego • Denver • Tampa