Amy

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Amy

Amy

@Amy787

TSLA investor, After IPO 2010–present. B787 FO. If there isn’t a blue check—it isn’t me.

USA เข้าร่วม Eylül 2017
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Amy
Amy@Amy787·
TESLA AFTER A SPACEX IPO Many analysts assume a static pie — i.e. a scarcity mindset. They think a SpaceX IPO hurts Tesla longterm by splitting Elon’s (and investors’) attention. They somehow forgot that Elon Musk built both Tesla & SpaceX simultaneously to trillion-plus valuations. Tesla has always been volatile, a SpaceX IPO is just this week’s excuse. Traders make money from volatility. These analysts are ALREADY WRONG. Within 3 months of AJ’s doomsday 2/25 analysis, Tesla & SpaceX are deepening a mutually beneficial partnership. This isn’t a zero-sum game. Instead of each company remaining on a trajectory to be an $8 Trillion company, Elon Musk leveled up to a new 100 Trillion market cap goal. Instead of competition between Musk companies and divided loyalty, Elon Musk has tasked Tesla/SpaceX/xAI with one audacious mission: remove the constraint of Earth and its limited resources by kick-starting a true Space Economy flywheel. Digital Optimus, the Terafab and AI Space Compute are just the start. A SpaceX IPO primes the flywheel with initial operating cash. This is the biggest undertaking in human history — an investment opportunity that could exceed today’s Earth economy by 10x, 100x, or even 100,000x. What’s the actual limit once humanity goes galactic? The “Elon Musk community” doesn’t split — it gets stronger as the mission converges. 🧵 Next, don’t ignore the early signals & kick yourself later
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Elon Musk@elonmusk

Given that I have built two companies in widely different fields to trillion dollar plus valuations simultaneously, I am might be getting a few things right once in a while

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Trevor Scott ✘
Trevor Scott ✘@TrevorScottReal·
Unsupervised Tesla Robotaxi rides CAN go on Highways. Confirmed
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Amy
Amy@Amy787·
@dsonoiki Your videos helped put him into the runoff. LA deserves to be saved. Great work.
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Gene Parmesan
Gene Parmesan@dsonoiki·
I am your biggest fan 🥰🥰🥰 (my eyes are red I don’t do drugs / marijuana I am just in a bit of a sleep deficit)
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Yun-Ta Tsai
Yun-Ta Tsai@yunta_tsai·
My college degree recommendations for fresh high school graduates in the age of AI to be prepared for the next frontier: - Applied Physics (math and physics) - Applied Materials (physical agentic) - Agriculture (food production in space) - Aerospace (frontier transportation) - Civil Engineering (infra + life support from Earth and beyond) - Electronic Engineering (scaling compute and communications to the solar system) - Manufacturing (where things get made) - Mechanical Engineering (packaging, manufacturability, tolerances and cycling) - Medicine (personal drugs in space)
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SpaceDude3000
SpaceDude3000@SpaceDude3000·
thank you for the heart attack Eric Berger!
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Amy
Amy@Amy787·
SpaceX is raising 70 Billion with the IPO. Close to the 80 Billion number Alphabet thought was necessary. The IPO is oversubscribed and demand is high. Institutional investors like investing in SpaceX, so SpaceX brings needed cash to a merger, and the ability to raise cash on favorable terms - that Tesla does not have at the moment. The market is not understanding Tesla’s lead in RoboTaxis and Optimus because they don’t understand physical AI and think that a Figure or Waymo is the same - they aren’t. Therefore Tesla was punished by the market for even saying there would be 25 Billion in Capex and they would be free cash flow negative. Tesla would not get the reaction that SpaceX is to a share issuance. A merged Tesla/SpaceXAI also has a compelling fund raising story as a truly vertically integrated AI/Space/Autonomy play. It is the type of company that is completely unique and able to raise money on favorable terms. Plus Starlink, similar to RoboTaxi, has most of the infrastructure in place to scale. Plus Starlink has many deals where customers are installing the product - like airlines and direct to device - but the revenue has not started coming in. Beyond that Tesla needs chips. Joint ventures are incredibly expensive and inefficient. Lawyers are the ones who win as the board has to go through Board Approvals and conflict committees and then all resources need to be tracked. This adds weeks to months, and Tesla/SpaceXAI have 3 separate JVs. The lawyers will earn millions in legal fees. Meanwhile Elon Musk is so time sensitive on the Terafab project that the judge in the town being considered want the tax breaks in place by THIS WEDNESDAY, today, so that SpaceX can break dirt. The Terafab financial contribution isn’t close. Tesla did design the chips and that is why SpaceX needs the deal, but Tesla didn’t spend 47 Billion on the chips. SpaceX is spending 50 Billion on the first phase of the Terafab. Tesla is spending 3 Billion on a research lab. That is indicative of which company has cash to spend; and which company is already spending 25 Billion scaling infrastructure. I don’t have SpaceX stock, I will be buying some at IPO and DCA in going forward, but am not selling large amounts of Tesla. I am unwilling to let others control (via a merger vote) if I own SpaceX. But I also see such a clear need for a merger I can’t imagine it not happening. If it didn’t I would likely sell all my Tesla and allocate completely into SpaceX. I don’t want to be invested in an Elon Musk company if it has investors that don’t back Elon Musk. He is out there solving big problems like where do 3 Billion chips come from to replace a global fleet of vehicles and more for Optimus, and a few investors are spinning about FUD. I think the vast majority of Tesla investors will be overwhelmingly in favor of- they just need to see the proxy, and the data and where the valuations and share exchange ratios come from and the justifications and basis needs officially laid out before making up their minds. There is nothing wrong with that.
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Larry Goldberg
Larry Goldberg@TeslaLarry·
Randy and I in talk about the pending SpaceX IPO and the amazing fact that Google is now coming to the market to raise CASH. Who would have believe that 3 months ago!?youtu.be/nqqpWWFvSmc?si…
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Trevor Scott ✘
Trevor Scott ✘@TrevorScottReal·
Can confirm that in Austin, every single Model Y Robotaxi across town is driverless.
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Amy
Amy@Amy787·
We really won’t agree. I can not relate to the smarter than Elon Mindset. Never have, never will. So much wrong in one post, and contrary to your assertions of not operating out of fear - the entire thing is just fear and doubt and uncertainty. Where are the chips coming from in YOUR scenario? Tesla’s suppliers said they are not comfortable providing more chips than will enable 20% YOY growth. Where is the capital coming from? So much not understood about JVs and how less than ideal they are - they slow down projects exponentially and add busy work that is expensive (so many lawyers!! Charging millions) and don’t contribute to the bottom line. Tesla is FAR from being able to fund chips. Phase one of the Terafab is 50 Billion. Tesla is funding JUST 3 Billion for the Terafab Research Lab, SpaceXAI is funding the 50 Billion Terafab. Elon Musk understands that Tesla can squander the lead in RoboTaxis and Optimus by not having the logistics nailed down. He is pushing hard to accelerate timelines - and getting others on board like the Judge in Texas pushing for a decision on a few days on a Terafab location. These JV board approvals and conflict committees are the weakness and slowest and most unnecessary step to be deleted. CAPITAL INTENSIVE OpenAI is raising 120 Billion, Google just did a share issuance for 80 Billion. Physical AI also needs capital. Capital raises and dilution is the price of admission to be invested in robotics and AI. ♦️SpaceX was not just given a high valuation. They earned it. (I don’t have SpaceX, yet). They earned it by Starlink being the most capital efficient high growth company ever. And those Starlink revenues will be hitting the books AFTER the IPO. I work for an airline installing Starlink, they are moving as fast as the FAA finishes the STCs but the subscription fees aren’t being paid yet, the infrastructure is already in place. Revenues for Starlink (high profit margin) are between 10K a month for a regional airliner to 40 K for a wide body. SpaceX investors have also been funding infrastructure. Satellites are not cheap, Starship had an effective test. and they are about to see revenue pour in to. The satellite to device market will dwarf the Starlink for airlines market. ♦️It is not “keeping the CEO interested” - it is don’t vote against the CEO who has created more shareholder value than anyone alive (don’t forget PayPal and his other companies too) who spent his Saturdays and Wednesdays designing the chips because he knows Optimus is useless without them - as he continues to solve for that problem. There is NO replacement for Elon Musk. Tesla is fundamentally the wrong investment for those that think someone can replace him and offer the same upside. He doesn’t stop dreaming up new products. Even this time last year AI Space compute wasn’t a thing. ♦️It is a participation trophy version of stock trading to say a stock traded sideways for five years so we deserve returns. The market doesn’t work like that. SpaceX’s future valuation will make the SpaceX increase to date look like nothing. I believe the same is true of the merged company.
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Mike
Mike@ZeroCool·
I detest the idea the we need keep Elon interested in his own company. If he isn't able to do the job to the best of his ability then he should get out of the way and we get someone who isn't operating with a potential conflict of interest. Although I don't believe this to be the case I certainly don't vote from a position of fear of not appeasing him in this decision. Tesla is more than capable of funding it's robotaxi roadmap and already generates a healthy 6 Billion free cash flow, yes we will go negative but we can carry out own water in this as well as the profits. With the hybrid model of customers owning Cybercabs and Tesla managing its own fleet Tesla gets paid a revenue cut and can get financing against that revenue. It's actually SpaceXAI that supposedly has a negative free cash flow of MINUS 14 Billion per year cash burn rate. If anything Tesla would be funding SpaceX not the other way around. If you are specifically talking about Optimus Tesla and SpaceX are JOINTLY commiting to the Terafab project. Tesla and SpaceX are already jointly working together even though they are separate companies. There is no reason why this can't continue as separate companies. Given that SpaceX will be a publicly traded company there is no reason why you can't buy SpaceX on your own. Elon supermajority vote is concerning and I fear that potentially one day he might take the company private again after retail helped support it. It might sound irrational but we would have zero say.
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Gali
Gali@Gfilche·
Calling all $TSLA investors Would you vote for a 50/50 @tesla + @spacex merger (same valuation, merging of equals)⚡️
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Sat
Sat@sa_futurist·
Tesla IPO opened at $1.7 billion and ended the first day of trading at $2.2 billion. Using the $2.2 bn it is 735x today. Every $1000 invested is $723,000 today. Let that sink in. I have invested long term since Jan 2012 and firmly know that it requires one to believe in the vision of Tesla and Elon Musk to hold for this long.
Elon Musk@elonmusk

Tesla IPO market cap was 0.1% of its current value

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Amy
Amy@Amy787·
No - the pathologist said he wasn’t savable by emergency measures, ie first aid, when the police arrived. That doesn’t mean not savable if an earlier 999 call caused an ambulance to be dispatched and brought him to the hospital less than 10 minutes away for surgery. He lived over an hour.
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Patrick Christys
Patrick Christys@PatrickChristys·
We should know exactly when the Henry Nowak stabbing took place and exactly how long it was before the Digwa family called the police. The fact he was stabbed twice in the back of the legs is important - was he running away or trying to scale a fence to get away?
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Amy@Amy787·
TERAFAB Tesla needs Chips. SpaceXAI needs chips. And Elon Musk is making agressive moves on an accelerated timeline to make the Terafab happen. In a reality distortion move he is bending all participants to match his urgency and timeframe. Tax exemptions approved in a few Days so SpaceX can start digging dirt! That is the power of Elon Musk. His urgency creates urgency in others that buy into the grand vision and how it benefits them…. “Per County Judge Joe Fauth, "I'd like to put this to bed on Wednesday. SpaceX can then start digging dirt and doing what they need to do to build their operation.” Great reporting @SERobinsonJr
S.E. Robinson, Jr.@SERobinsonJr

TERAFAB: As I reported yesterday, SpaceX purchasing company Wit Tech LLC. has started acquiring 3,135 acres in Grimes County, Texas, for the Terafab semiconductor and advanced computing chip manufacturing plant near Gibbons Creek Reservoir. Officials are holding a public hearing tomorrow, June 3rd, on SpaceX’s proposal. The county has posted the following two items for the hearing: - SpaceX Public Hearing Item 1 - Tax Abatement - SpaceX Public Hearing Item 2 - Reinvestment Zone The public hearing will be at 9:00 a.m. CST at the Grimes County Commissioner Courtroom, located in the Grimes County Justice & Business Center, 270 FM 149 W., Anderson, Texas. Upon the close of the public hearing, the Commissioners Court intends to take action on approval of a property tax abatement agreement and whether or not to establish and designate the Reinvestment Zone. Its designation would be "SpaceX Reinvestment Zone No. 1 – 2026-001." Per County Judge Joe Fauth, "I’d like to put this to bed on Wednesday. SpaceX can then start digging dirt and doing what they need to do to build their operation. Or we just say, you know what? We can’t come to it, and we don’t have an agreement. This is a big deal. At the end of the day, this is a generational change for Grimes County, if indeed it does go through. In the back of my head, maybe we could limit some of the anxiety of our citizens by not having five, ten, 15 data centers, battery locations, power generations throughout the county. Maybe we could just have one or two majors, and then we could go back to the comfort of, hey, Grimes County is a nice place to live. We have the semi-final word. We’re going to offer this tax abatement. This is what we’re proposing. And then SpaceX would also have the opportunity to say, 'We’re going to come in, or we’re not coming in.'"

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Amy@Amy787·
This is really the wrong question. The real question is: What is the most advantageous form of Dilution to Tesla Investors? Tesla needs capital and chips to compete, Option A: Merger of Equals with SpaceXAI. Your investment dollars don’t change but the upside becomes much greater. Option B: Vote NO on a merger (disincentives Elon Musk). Then the Tesla board authorizes a share issuance or convertible debt issuance (both dilutive. And NEITHER require your vote). You are no diluted and the potential upside is much smaller and the scaling challenges are ‘t solved. Where do you plan for the chip supply and capital is coming from to scale RoboTaxi and Optimus? SpaceX is already helping Tesla investors. SpaceX is investing 50 Billion in the Terafab. Tesla is investing 3 Billion in the Chip Research Fab Lab. Tesla is going to need Billions in capital. A solo Tesla can’t raise it on favorable terms. SpaceXAI can. A merged Tesla SpaceXAI can too…. Long term Tesla investors had many dilution events in the past - all of which set up growth waves. All of which enabled revenue to pore in and the Stock price to reflect the upside. SpaceXAI is about to start printing money from Starlink. The deals have been signed, the satellites already launched and the constant revenue stream is about to be pouring in. Starlink is much closer to scaled then Tesla RoboTaxis are at the moment. Both companies need each other. Vertical integration is the advantage that compounds and enables massive new projects like The Terafab, Digital Optimus and AI Space Compute - just for starters.
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Mike
Mike@ZeroCool·
I think it's ridiculous to share 50/50 of the near term upside from the rollout of robotaxi with SpaceX shareholders for another round of future promises in space that will materialize financially in 5-10 years. Unless SpaceX is willing to pay ARK invests valuation since Elon said it's the most accurate. Otherwise Tesla isn't missing any pieces for our Robotaxi plans that SpaceXAI might have, so our financial runway is very much laid out already. Elon was deliberate on building XAI away from Tesla and grew it to such a great valuation outside of Tesla bravo for him. But this suggestion that I pay open public market prices to watch it get rolled back into Tesla would be a slap in the face especially given everything we went through to endure his Twitter takeover adds insult to injury. I keep hearing about simplifying his time for having everything under one roof, one earnings call, synergies... whatever! It's not my problem he decided to start 10 different businesses. Don't get me wrong I absolutely respect the guy and I support much of what he does, but I won't be a financial doormat so I really do hope this talk of Tesla/SpaceXAI merger is just the regular gossip. Tesla shareholders voted for a CEO "performance based" compensation plan that he negotiated.. I fully expect Elon to meet those tranches without "additional motivation" In the end since SpaceXAI is going public I can simply buy their stock on the open market and have exposure to those industries if I want to.
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Amy@Amy787·
@dsonoiki This is so awesome
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Gene Parmesan
Gene Parmesan@dsonoiki·
"An LA Carol" Vote Spencer Pratt
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Amy
Amy@Amy787·
Don’t Squander a Commanding Lead. The Lead Tesla has with RoboTaxis and Optimus, and SpaceX has with launch. History is rife with examples of companies that did.
Amy@Amy787

AI REVOLUTION = EYE-WATERING SPEND Open AI wants to raise 130 Billion. The Google 80 Billion cap raise is just the beginning. Changing the world requires capital. Dilution will be a price of entry for AI companies. This applies to both SpaceX and Tesla. Dilution is par for the course investing in a growth company - when the money funds growth it is not a bad thing. Wall Street even models in expected dilution. Wall Street gets it, but some retail investors don’t. PICK YOUR MEDICINE: Dilution IS coming for Tesla investors. ♦️The preferable form is a SpaceX merger and then capital raises from the combined entity on favorable terms (plus the SpaceX IPO) with vertical integration and large new initiatives like the Terafab, Space Compute and digital Optimus with tremendous upside. The share exchange ratio would be negotiated and it will be fair. It WILL NOT just be a snapshot of market caps on the day of announcement and investment bankers will argue based on Tesla’s free cash flow and revenue projections and even the extra Trillion on the top market cap tranche. Tesla investors may get a premium, they may not. But the upside of the combined entity is with more than a share exchange ratio premium. ♦️The less favorable version is a merger vote doesn’t pass and the Board does new share issuances or convertible debt issuances (that don’t require a vote) on less than favorable terms. This need for capital is not being clearly articulated, but the time period of Tesla funding growth solely on revenue is OVER, as competitors are raising capital at astounding levels. CAPITAL/CHIP NEEDS AREN’T OPTIONAL To compete Tesla must have enough capital to grow fast and maintain the advantage. For Tesla stock to rerate the supply chain must be locked down. Tesla needs the Terafab - SpaceX is investing 50 Billion in it. But SpaceX gets Tesla chip design and manufacturing at scale expertise. Win/win. Pictures: Tesla has a history of giving a master class in capital raises. Prior capital raises, and Tesla’s stock appreciation that followed each. The upside potential has made any dilution in the past a distant memory as Elon Musk executes on ever bigger plans and your brokerage account balance grows.

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Amy@Amy787·
AI REVOLUTION = EYE-WATERING SPEND Open AI wants to raise 130 Billion. The Google 80 Billion cap raise is just the beginning. Changing the world requires capital. Dilution will be a price of entry for AI companies. This applies to both SpaceX and Tesla. Dilution is par for the course investing in a growth company - when the money funds growth it is not a bad thing. Wall Street even models in expected dilution. Wall Street gets it, but some retail investors don’t. PICK YOUR MEDICINE: Dilution IS coming for Tesla investors. ♦️The preferable form is a SpaceX merger and then capital raises from the combined entity on favorable terms (plus the SpaceX IPO) with vertical integration and large new initiatives like the Terafab, Space Compute and digital Optimus with tremendous upside. The share exchange ratio would be negotiated and it will be fair. It WILL NOT just be a snapshot of market caps on the day of announcement and investment bankers will argue based on Tesla’s free cash flow and revenue projections and even the extra Trillion on the top market cap tranche. Tesla investors may get a premium, they may not. But the upside of the combined entity is with more than a share exchange ratio premium. ♦️The less favorable version is a merger vote doesn’t pass and the Board does new share issuances or convertible debt issuances (that don’t require a vote) on less than favorable terms. This need for capital is not being clearly articulated, but the time period of Tesla funding growth solely on revenue is OVER, as competitors are raising capital at astounding levels. CAPITAL/CHIP NEEDS AREN’T OPTIONAL To compete Tesla must have enough capital to grow fast and maintain the advantage. For Tesla stock to rerate the supply chain must be locked down. Tesla needs the Terafab - SpaceX is investing 50 Billion in it. But SpaceX gets Tesla chip design and manufacturing at scale expertise. Win/win. Pictures: Tesla has a history of giving a master class in capital raises. Prior capital raises, and Tesla’s stock appreciation that followed each. The upside potential has made any dilution in the past a distant memory as Elon Musk executes on ever bigger plans and your brokerage account balance grows.
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