Peter

Monitor the situation with live price data pre-market, regular hours, post-market and overnight trading for $SPCX and $TSLA and learn about the long term fundamentals: x.com/i/broadcasts/1…

@Tryangle @B1516891 - exterior panels are Reaction Injection Molding (RIM) - they inject polyurethane (PU) onto tough plastic panels - the panels are molded-in-color

@B1516891 Super solid lead dude! Thanks!

Let’s talk about this cybercab body panels! 1. Incredible 2. This whole discussion that the panels are solid color molded plastic has been very misleading. The process is impressive, but it’s not solid color, it’s clearly some type of gel coating or similar process as the panels have a core of black/dark plastic material. Sorry not sorry. It’s there in plain sight. 3. The bubble that I saw was a hard coating with an air pocket under it, not a wrap or surface coating. This was a delamination of a multi step molding process, and I’m dying to learn more about it, but this isn’t some type of magical solid color molding that avoids the striations and flow patterns that would normally be seen It was amazing seeing the cybercab in person, but it left me with more questions than answers.

Now that will be cool

I need this

@heydave7 Good idea

@elonmusk @GaryMatrix18925 @XFreeze ✌️ x.com/i/broadcasts/1…

@GaryMatrix18925 @XFreeze 🛰️ 🚘

Space radiators are not sci-fi. The ISS already uses this physics. SpaceX is just scaling it with Starship People act like cooling a data center in space is some impossible sci-fi problem. It is not. The physics is simple: On Earth, heat can leave through air, water, fans, cooling towers, and convection. You cannot “blow” heat away in space the traditional way Instead, you have to move the heat from the chips into a liquid loop, pump it into radiator panels, and then radiate that heat into the vacuum of space as infrared energy That is literally how spacecraft cooling works: Heat in → liquid loop → radiator → infrared radiation into space The equation is basic physics: Power Radiated = Emissivity × Area × Stefan-Boltzmann constant × Temperature⁴ If you want to cool more compute, you need more radiator area, better materials, higher operating temperatures, better liquid loops, and more power. This is exactly why the new SpaceX AI1 data center satellite features massive deployable liquid radiators The hard part is not inventing new physics. The hard part is scaling the system. And that is exactly what Starship is built for The ISS already uses pumped coolant loops and huge external radiators to dump heat into space. SpaceX is not proposing magic. It is taking a cooling method already proven in orbit and scaling it with Starship, mass production, solar arrays, and orbital infrastructure A data center in space is not a building flying around Earth. It is compute, power, radiators, and communications engineered into a satellite Proven space physics, scaled by SpaceX 🛰️

I used AI to explain SpaceX to my girlfriend, with fruit.

You Don't Understand How Big MACROHARD Will Be

MACROHARD/ Digital Optimus, paired with Grok is like FSD, but for your computer screen. (Hence why Ashok Elluswamy, VP of AI Software at Tesla) is leading the project. Financially, this is Elon's most underrated initiative at the moment. Right now, the inputs for all digital files are primarily clicks on a mouse and keystrokes on a keyboard. The outputs are emails, CAD files, meeting video recordings, etc. In the future, the input will be user intention, likely voiced in English language + drawn/ shown with touches on a screen. The output will be whatever you want that's digital. All the crap in between will be abstracted away. This is the exact same model as FSD uses- train on billions of miles of genuine driver data and recreate and *artificial driver* (FSD) that gets shipped out to the fleet. At that time, all the stuff in between gets abstracted away. You just state your intention of going to Costco and FSD does all the work thereafter. In the same way, Grok will just know what to do and Digital Optimus (and physical Optimus) will execute it for you. They will learn this by implementing the FSD model and just correlating the trillions of mouse clicks/ keystrokes with the desired outputs. With enough data and training, Grok can understand exactly what the user wants and Digital Optimus can deliver it to them in ~1/1,000,000th the time. MACROHARD/ Digital Optimus alone is the biggest reason I will continue to own SpaceX over the next 5 years or so. I will continue holding after that because of that and other gigantic reasons.

at this pace, @cursor_ai will be the number one or two coding agent on a year very impressive squad... now with unlimited compute behind them the best acquisition since Instagram and YouTube

Monitor the situation with live price data pre-market, regular hours, post-market and overnight trading for $SPCX and $TSLA and learn about the long term fundamentals: x.com/i/broadcasts/1…

@Tryangle On Cybercab??

I need to talk about bubbles….

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.

@TeamYouTube I’ll be escalating. I don’t believe you are a human as a human would not respond like this given the relevant details I shared.

@SPCXTSLA Our team has completed a final review of your account and the decision stands. Since we’ve shared all relevant details, we cannot provide further updates. We know this isn't the news you’d want to hear, but we recommend visiting the resource we’ve previously shared for more info

@teamyoutube can you help me?

The only information I received was as follows: First email said “harmful and dangerous policy” “promotes illegal activities, content that attempts to gain unauthorised access to secure systems via hacking, phishing or teaches users how to perform these activities” Then after appeal: they said it violates harmful or dangerous policy” No information at all about what content triggered this. I understand that during the SpaceX IPO there were a lot of fake channels pretending to be official and had fake QR codes to buy crypto, but mine was not this and never had a link or QR to an external source. It simply had the live SPCX and TSLA stock prices and YouTube appear to have terminated my channel on this basis alone which is clearly an error. Please can a human review it?? It is clearly an automated thing because I had the SPCX live price data which is absolutely not illegal or anything to do with hacking. You can see my livestream on X above and this was exactly the same content. I’m senior ex-Google employee, I have people I can call but I first want to get this resolved via the official channels.

You should've received an email with more info on why your channel was terminated. If you already appealed & your appeal was denied, this means we took a second look & confirmed that the decision would stand. You may have already reviewed the help center policy page, but here it is just for reference: goo.gle/4epwNK6

Tesla and SpaceX over the next few months: • June 18: CRSP index inclusion for SpaceX. Triggers an estimated $4-7B in forced buying by passive funds. • June 18: FTSE Russell index inclusion for SpaceX. Triggers an estimated $6-9B in forced buying by passive funds. • June 26: MSCI index inclusion for SpaceX. Triggers an estimated $3-5B in forced buying by passive funds. • End of June: HW3 Tesla owners get FSD V14 Light. Expect possible delays. • July 2: Tesla Q2 vehicle and energy storage delivery report. • July 6: NASDAQ 100 index inclusion for SpaceX. Triggers an estimated $8-12B in forced buying by passive funds. • Late July: Tesla Q2 earnings call. • Early-mid August: SpaceX Q2 earnings call, their first earnings call as a public company. • 2 trading days after SpaceX's Q2 earnings released: 30% of eligible insider shares unlock (equates to 12% of all outstanding shares). NOTE: Since only about 40% of all outstanding shares are eligible for early release lockups, that 30% above equates to 12% of all outstanding shares. Elon's shares, board member shares, and some others, are subject to an extended lockup of 366 days. Together, the shares subject to these extended lockup restrictions represent 60% of SpaceX's outstanding shares. • August 21: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September 10: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September 25: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • September: Indexes rebalance. SpaceX will then have a higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight. • October 2: Tesla Q3 vehicle and energy storage delivery report. • October 12: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • October 26: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • Late October: Tesla Q3 earnings call. • Early-mid November: SpaceX Q3 earnings call. • 2 trading days after SpaceX's Q3 earnings released: 28% of eligible insider shares unlock (equates to 11.2% of all outstanding shares). • December 9: 7% of eligible insider shares unlock (equates to 2.8% of all outstanding shares). • December: Indexes rebalance again. SpaceX will then have an even higher weighting in those indexes due to an increase in the public float from insider shares being unlocked. Passive funds would likely need to purchase billions of dollars worth of additional shares to bring their holdings in line with the new index weight. (The Cursor acquisition will likely affect these lockup percentages slightly)

@SawyerMerritt Thanks for pulling this together

@CernBasher Very interesting

Will Optimus have Reflexes? A human does not send every tiny movement decision to the brain. When you touch something hot, your hand pulls away almost instantly. That reaction does not wait for your brain to slowly think, “This is hot. I should move.” Your spinal cord and nerves handle some of that fast reaction locally. StarNet for Optimus - Tesla’s StarNet is a type of AI design that may be able to run on small, cheap, low-power computer chips. So instead of needing one big brain to do everything, Tesla may be developing ways to put small bits of intelligence into cheaper hardware spread throughout Optimus' system. A humanoid robot has to do tons of tiny physical things all the time: - It has to balance. - It has to adjust its fingers when holding something. - It has to stop itself from slipping. - It has to react if someone bumps into it. - It has to control motors smoothly. - It has to deal with parts wearing down over time. These things happen very fast. Waiting for one central computer to think about every tiny movement could be too slow, too power-hungry, or too complicated. So the idea is: what if Optimus had lots of small “mini-brains” throughout its body? - One chip near the hand could help control grip. - One chip near the knee could help with balance. - One chip near an actuator could help smooth motion. The main computer would still make big decisions, like “walk to the table” or “pick up the box.” But the local chips could handle the fast physical details. Optimus might work like this: A big brain handles thinking and planning, while smaller local systems handle fast body reactions. That is similar to how humans work. Your brain decides to walk across the room. But your body handles thousands of tiny balance corrections without you consciously thinking about each one. Rodney Brooks is a famous robotics thinker from MIT. For a long time, he argued that intelligence is not just about having a huge brain that thinks really hard. He believed real intelligence comes from being embodied. That means intelligence comes from a body interacting with the world. A robot needs to sense, move, react, and adapt. It cannot just sit there and “think.” It has to deal with reality in real time. Brooks liked the idea of layered systems: simple behaviors working together, close to the physical world, creating smart overall behavior. So if Tesla used StarNet to put little AI systems throughout Optimus’s body, that would sound a lot like Brooks’ old idea. Architectures like StarNet could become part of a decentralized nervous system for Optimus. But the important caveat is that the patent does not prove Tesla is definitely using StarNet this way in Optimus. It only shows technology that seems very compatible with that kind of approach. StarNet could help Tesla give Optimus not just a better brain, but better reflexes!

Tesla’s Cybercab unboxed production is scaling quickly $TSLA

SpaceX vs Tesla long dated options (aka LEAPs) quick comparison: $SPCX IV is extremely elevated: • June 2027 expiry → high 80s% • Dec 2028 expiry → low 80s% TSLA IV for the exact same dates → ~30% lower (mid-50s%) Bottom line: SPCX LEAPs are much more expensive. Real example- Dec 2028 calls, 50% OTM (strike 50% above spot): $TSLA (~$400 spot) $600 strike call ≈ $100 premium → If stock doubles to $800 at expiry: option ≈ $200 → +100% (you double your money) $SPCX (~$210 spot) $315 strike call ≈ $85 premium → If stock doubles to $420 at expiry: option ≈ $105 → +$20 profit (+24% return) Same percentage move, same timeframe… but vastly different pricing and payoff. SPCX volatility is priced like it’s going to be wild ride... Concluding thoughts: I thought it might be because of the S&P inclusion event likely adding extra price uncertainty for options to price in ~1-2 years from now. However, even the shorter 1-6 month options contracts still have huge implied vol premiums. I’d expect the IV of $SPCX options to 'come back down to earth' once we see the stock price stabilize for a few weeks (my best guess is about a month after the first earnings report). Until that IV comes way down closer to $TSLA levels, I’d personally rather be a seller of the $SPCX options than a buyer. Important note: If transacting in these options (selling or buying), it’s key not to get screwed on the currently wide bid/ask spreads. These wide spreads are especially juicy prey for payment-for-order-flow (PFOF) games HFT firms (e.g. Citadel) pay virtually all e-brokers to do as these e-brokers rely on such PFOF for major revenue, more-so than 'commission' in many cases. Unfortunately, this hidden cost (PFOF) happens with basically every retail broker except IBKR. Disclaimer: This is NOT financial advice, just my personal observations/analysis on the initial state of $SPCX options which many of you have been asking me to chime in on.