CyberVan

It's wild to imagine how much foresight and execution went into reaching the point where SpaceX can realistically acquire Tesla, giving Elon total control over the most consequential company in human history.

@strengthPlan Are we all just a bunch of donkeys or what? I remember thinking, this is great, I can just chuck it all on Tesla and wait till Robotaxi rolls out. High Conviction and Trust in Elon. Then nothing but delays while everything else went 500%

I put $2 mil in Tesla stock and every other stock went up except Tesla stock #tsla

@Michael_L_Rauch @Rivian @Tesla @cybertruck Here's hoping the we see Cybertruck start to gain more market share with the release if the more affordable trim. It's clearly superior for off roading.

Who would be surprised if I cancel my @Rivian R2 reservations and get a @Tesla @cybertruck ? Outrage, shock or “yeah, saw that coming….” 😂🤣

@StockMKTNewz He's nearly reached stage 1 of his true master plan. x.com/i/status/20682…

At the start of the decade Elon Musk wasn’t one of the top 10 richest people in the world Today Elon is worth ~$1 Trillion more than the 2nd richest person in the world

@Tslachan Just a few more training sessions and they'll be ready to go.

$TSLA Tesla's top priority is the expansion of Cybercab. You may think the wait is getting longer, but the road they change will be etched in history. I still see a shining future. Rome wasn't built in one day..

@TeslaSynopsis All lined up and ready to charge.

Elon is getting ready to send fire to shorts

@MarioNawfal It's hard to imagine Tesla's future, without Grok in it.

In about 3 months or so, Tesla FSD is about to get a very useful next step. Talking to Grok like you would talk to the world’s calmest Uber driver. “Turn right here.” “Drop us off at the entrance.” “Park farther away, we’ll walk.” That is the difference between a car following directions and a car actually being useful. FSD plus Grok is going to feel very different. @Tesla @Grok / Writer: Annette, Designer: Janné

It's hard to imagine Tesla's future, without Grok in it.

@LunarOptimus Incredible! I can't wait to see this vision bought to life 🚀🌛 x.com/i/status/20682…

Worker B's $TSLA 💫🪐🚀 Optimus 🦾

I can't wait to see this vision bought to life 🚀🌛 x.com/i/status/20682…

@Lockyjoon Hopefully all this worrying is for nothing and robotaxi launches at scale first, so we can get a better deal. It will be very disappointing if they rush the merger and only let robotaxi scale after $tsla has been diluted.

일론이 주주의 이익을 생각하지 않는 건 확실히 알았고 테슬라 스엑 합병은 기정사실 아 씨 내돈 아 씨 내6년 ㅠㅠ (본문) $SPCX와 $TSLA 간의 합병을 서두르는 유일한 이유는 SpaceX의 터무니없이 부풀려진 밸류에이션을 이용하기 위해서입니다. 대부분의 IPO는 이와 같은 가격 인플레이션을 겪습니다. SpaceX는 유동 주식이 매우 적고, 유동성을 기다리며 잠긴 대량의 주식을 보유하고 있습니다.

@FreedomFulfill It sure would seem that way. Hopefully robotaxi launches at scale first and we can get a better deal. It will be very disappointing if they rush the deal and only let robotaxi scale after the fact.

The only reason to expedite a merger between $SPCX and $TSLA is to take advantage of the wildly inflated SpaceX valuation. Most IPO’s go through this same price inflation. SpaceX has a tiny float and massive amount of shares locked up just waiting for liquidity

@AdanGuajardo @Tesla @Tesla_AI @robotaxi Very nearly ready to roll!

Tesla is engineering safety right into the Cybercab! A Tesla employee in a production Cybercab simulated a drop-off and pick-up near downtown Austin. He exited from the passenger door, re-entered from the passenger door, and slid over to the driver’s side. The Cybercab’s seats have no middle obstruction, which allows an easy slide across to either side. This makes it safer to exit while avoiding oncoming traffic. The Cybercab can also park very close to the curb and open its butterfly doors upward to avoid scrapping or hitting the curb. This could make it safer to get in and out in certain situations. 📷 @AdanGuajardo

Training is nearly complete!

@Vol888 Let's just chill for a bit.

Cybertruck pattern is complete. The market decides where we drive from here. 😄 $TSLA

@QuanticASI I did more than just bookmark it wink 😉 x.com/i/status/20682…

you should bookmark this

@J90236317 Waiting. Waiting.

테슬라는 사이버캡을 다 만들어놓고도 일부러 팔지 않는다. 기가텍사스 출고장에 사이버캡이 쌓여가는 걸 두고 나온 분석이다. 이유는 단순하다. 사이버캡은 핸들도 페달도 없어서 사람이 직접 몰 수가 없다. 오직 로보택시로 굴려야 돈이 되는 차인데, 무감독 FSD 완성과 당국 허가가 떨어지기 전엔 굴릴 방법이 없다. 올해 초 기가텍사스에서 양산은 이미 시작됐고, 핸들 없는 차를 위한 규제 면제와 주별 로보택시 허가가 마지막 관문으로 남았다. 그런데도 생산 라인은 멈추지 않는다. 노림수는 '한 번에 켜기'다. 수천 대를 찔끔찔끔 풀면 임팩트도 없고 교통·PR 사고만 난다. 반대로 어느 날 갑자기 수천 대가 동시에 도시를 굴러다니면, 그 장면 자체가 거대한 뉴스가 된다. 지금 쌓이는 재고는 그 'D-day'를 위해 장전해 둔 실탄인 셈이다. 진짜 관전 포인트는 생산 대수가 아니다. FSD 완성도와 규제 승인이 맞아떨어지는, 스위치를 켜는 그 하루다.

@xPhoenix We're ready.

The Tesla Cybercab is coming…

@mrfundman Lol. It does seem inevitable at this point.

$TSLA $SPCX

@multiplanet1 Grand plans can't be achieved without great sacrifices.

Elon Musk warned new SpaceX employees during orientation that working for him might cost them their marriages, their health, and their best years. He told them the mission is to make humanity multiplanetary. That the work required to achieve it is brutal. That the hours will be long and the pressure will be relentless and the personal cost will be real. He said some of them would sacrifice their relationships. That they would miss birthdays and anniversaries and the moments with their children that you can never get back. That the work would consume years that in hindsight will feel like they went by in a month. And then he said he was sorry in advance. Not sorry enough to change the expectations. But sorry enough to say out loud what every startup founder thinks and never admits. I am going to burn you. And I know it. And I need you anyway. The honesty is brutal and also rare. Most companies pretend the grind doesn't exist. They talk about work-life balance while sending emails at midnight. They call it a family while firing people quarterly. Musk just tells you the truth on day one. The mission is worth it. The cost is real. Decide now. The fact that thousands of people hear this speech and stay tells you everything about what the right mission does to people. They'll walk into the fire voluntarily if they believe the reason is big enough.

@13arm13arm It really doesn't seem like @TeslaAUNZ did right by early FSD buyers. I test drove fsd a couple of times and it has been very sub par compared to what they get in the US. There should at least be an open ended option to transfer FSD to any early adopters.

Dear Tesla Leadership, I am writing this with real respect for everything Tesla has done. You have changed the world with electric cars and pushed hard on self-driving technology. I have been a big supporter for years. I own a 2017 Tesla Model X in Sydney, Australia, and bought the Full Self-Driving package more than six years ago for over ten thousand dollars. I also bought a Model 3 in 2021 and replaced it last year with another one. I am also a TSLA shareholder. I still believe in the mission. That is why I need to say something important. For early buyers like me, especially on older Model X and S cars that have now ceased production in their RHD versions since 2020, the long wait for Full Self-Driving feels demeaning, devaluing, and humiliating. Back when we paid for FSD, it was sold as the feature that would let the car handle driving on its own. We accepted the delays because we trusted the plan. Many of us on 2017 cars got the free Hardware 3 upgrade later, and we were grateful. But in Australia right now, newer cars get the full FSD version 14 experience with all the latest improvements first. Older cars are still waiting or getting lighter versions that do not match up. After six or seven years on my Model X, it still does not feel like the complete capability we paid a big premium for. Switching to a Model 3 or Y feels like a downgrade from what the original X offered. This feels unfair. The flagship Model X and S that many early adopters chose are no longer made the same way. New cars come with better hardware built in and get the newest features first. Early buyers who helped fund the early days are left watching from the side while our discontinued vehicles lag behind. The FSD transfer option has ended. It adds to the sense that we are now seen as legacy owners. It feels demeaning because early supporters took the biggest risk. We put real money behind the vision when it was new. Now it can seem like our loyalty is not valued the same as new customers who get the latest from day one. It feels devaluing because the extra money we paid has not given the full benefit we expected. These cars lose value on the used market when buyers know the FSD experience is limited or delayed on older hardware. It feels humiliating after years of waiting and hearing updates that mostly benefit newer cars. We watch the big progress celebrated while our older vehicles stay behind. Many of us feel overlooked despite being there from the start and sticking with Tesla through multiple purchases and as shareholders. I am not asking for the impossible. I just ask for fairness: Give clear and fair upgrade paths for those of us who bought FSD early, with prices that recognize we already paid once. Offer good ways to move the full value of our FSD to a new Tesla purchase. Keep pushing improvements for older cars in Australia and be straight about timelines. Think about some goodwill for the people who have waited the longest. Tesla has achieved so much. Treating early customers right would show real loyalty back to the people who believed first. I still want Tesla to succeed, including by making good on what brought us in years ago. Thank you for reading this. I hope you will consider it. Sincerely, Adam M. A Concerned Early Adopter and TSLA Shareholder Owner of a 2017 Tesla Model X (and multiple Model 3s) Sydney, Australia @TeslaAUNZ @Tesla @Tesla_AI @elonmusk @robyndenholm @kimbal @KathleeWT @jgebbia @tomzhu_nz @IraEhrenpreis