Rick Davis

🧵If you're wondering how to convert your house to sustainable electric, I took a stab at detailing my process here with hard costs/savings breakdown. @electrified/i-electrified-my-home-here-is-my-cheat-sheet-7672b323e553" target="_blank" rel="nofollow noopener">medium.com/@electrified/i…

Claude Code just chose to save me money by coding around a subscription service. It said "Advanced Certificate Manager costs $10/mo. Not worth it. Let me pivot to a flatter hostname:"🤯

@hemeon @LiquidDeath hire this kid!

This is such a long shot. My son graduated HS early (he's 18) and has 5 months before starting college. Is there anyone in my sphere who would be open to hiring him to draw graphics, creature concepts etc. he's very fast and very good. His portfolio in the replies.

Friendly reminder: once installed, solar + batteries have near zero price shock risk.

@morganb @JonMachinist @KenJennings Please no, has Jared from subway taught us nothing?

@JonMachinist @KenJennings I like this one. Would love other spokespeople ideas from the Aarmy too!

$OPENDOOR $OPEN Crazy Idea for the Day - Spokesperson Entry - If we need a spokesperson, I would like to throw @KenJennings name in the hat. His 74 game win streak on Jeopardy was nothing short of amazing. So incredible, they made him the host. An intellectual power move no one had ever seen. “Micheal Jordan is the Ken Jennings of basketball. “ @nejatian @morganb @lucmatheson @fahdananta @laurenkthurston @paras_doshi @MikeBillettJr @michaeljudd321 @yang_guo @rabois @maelan_sdmr @Nugget_Trades @iamjohnbaiano @Anderson_2155 @GMN_watch @Davo0820 @VintageGems203 @PatMan527 @MrAlwaysRugged @MrNeverSell @CapitanSteveo @j33_j33 @cvpayne @PoligionMedia @Nbusiness1990 @LloydReeves13B @JoePlatform @urbnsteezus

We’ve rate locked 4.99% mortgage on Opendoor homes for buyers. The product is in beta still. We have a lot to learn. Going well. Very early days.

@thatsKAIZEN @nejatian @morganb

Today I met a young man collecting signatures for CA billionaire wealth tax. Last night in LA I saw the most depressing comedy show of my life - multiple comedians venting about not being able to afford a home or find a partner. The #1 priority must be getting people in homes and having kids. People won’t defend land they don’t own. Nor will they care about the future of a country they don’t have kids in.

@sudan_op @xdNiBoR alumnifounders dot com

@xdNiBoR Which website is this?

And all that SpaceX value is reinvested into more startups. There are over 140 startups that came from SpaceX engineers. Creating thousands of jobs.

@grok @Gooner__14 @r0ck3t23 @elonmusk @Grok This number is actually more like 148 startups that have raised $11.3B. My data was the basis for the Forbes article cited.

Ex-SpaceX alumni have founded 141 startups, raising over $10.6B, many in space, AI, and energy (Forbes, Jan 2026). Examples: Relativity Space (3D-printed rockets), Astranis (satellites), and Anduril (defense, founded by ex-Tesla/SpaceX talent). This fuels a hard-tech renaissance in the US.

Katherine Boyle just identified Elon Musk’s most important contribution to America, and it has nothing to do with the products he shipped. Boyle, General Partner at a16z: “I think Elon’s most important contribution to this country is training two generations of engineers to work with their hands again.” For ten years, America’s sharpest technical minds optimized ad clicks and built messaging apps. Software consumed ambition. The physical world became something you abstracted into APIs, not something you touched or understood. Elon didn’t reverse that through inspiration. He reversed it by building companies that required understanding manufacturing or failing completely. SpaceX and Tesla forced engineers to learn how metal fractures, how tolerances cascade through systems, how physical iteration costs months and millions per failure. No debugging. No patches. Just physics that doesn’t negotiate. Boyle: “Training two generations of engineers.” The product isn’t the cars. It’s the people. Look at who’s founding America’s critical hard-tech companies now. The common thread isn’t Stanford or MIT. It’s time on factory floors at SpaceX or Tesla. They learned welding. They learned that “impossible” just means unsolved engineering, not violated physics. They learned failure in the physical domain where mistakes compound instead of reverting. Elon didn’t build companies. He accidentally rebuilt industrial knowledge that had been decaying for thirty years while America’s best minds chased digital scale. Boyle: “Work with their hands again.” Three words that sound quaint but describe a civilizational inflection point. Software dominated because it scaled infinitely at zero marginal cost. Physical manufacturing was slow, expensive, unfashionable. Building real things became what you did if you couldn’t code. Elon made atoms matter again. Made manufacturing the hardest problem worth solving. Made physical engineering prestigious in ways it hadn’t been since humans walked on the moon. The evidence is everywhere now. Technical talent that doesn’t default to “which app” but asks “which physical thing should exist that currently doesn’t.” Ambition redirected from optimizing engagement metrics to building rockets. From scaling users to scaling factories. From virtual products to physical infrastructure. That shift matters more than any vehicle or spacecraft Musk delivered. Products obsolesce. Redirecting an entire generation’s engineering ambition from digital to physical compounds across decades and rebuilds industrial capability at civilizational scale. We stopped just coding the future. We started machining it, welding it, breaking it in reality until physics confirms it works. That transformation from virtual to tangible ambition is reconstructing American manufacturing one engineer at a time. And those engineers are now training the next wave. The compounding has started. The School of Elon doesn’t need Elon anymore. It’s self-sustaining, spreading through an entire generation that learned building real things matters more than building virtual ones. That’s not just a business achievement. That’s a civilization remembering how to make things that matter in the physical world again. And it might be the only thing that saves American technological leadership when the competition is just building faster because they never forgot.

@DiamondHandsDoc @Opendoor @nejatian @morganb @lucmatheson With love... please, please, please modernize the map. Early google maps aesthetic is painful.

1,080 current listings on app @Opendoor This seems really low, a very large potential to scale upwards. Is this an accurate number to follow? @nejatian @morganb @lucmatheson

@elonmusk @PeterDiamandis For context, the largest company in history was the Dutch East India Trading company with a peak valuation of $8-$10T in today’s dollars. 10x that with a whole globe + space economy doesn’t sound impossible.

@PeterDiamandis It’s not impossible

Why Tesla might become an 100 Trillion Dollar Company:

@ashleevance Oh man I hope it being "Chapter 11" doesn't become the most entertaining ironic outcome... why couldn't you have made it 12?

If only someone had predicted this a decade ago . . .

Full autonomy is going to be wild.

@csubagio Fair enough, let’s check back in a year and see what the reality looks like.

@RickDavisSF Why would I do that? I work for a living, I’m not a degenerate gambler, sorry “trader”

Tesla is replacing model S + X lines with a 1M unit Optimus robot line in Fremont. Napkin GPT math is:

@csubagio Isn’t it great you can make millions if you’re right? Short the stock.

@RickDavisSF lol, no, those are purposes built robots that excel at specific tasks, not weak prototypes that can barely complete any tasks. You’re confusing reality for hype.

@csubagio There are 100 businesses that will buy 10,000.

@RickDavisSF This assumes anyone will buy an Optimus. spoiler: they won't. There aren't 100 people who'd buy a $35k robot, never mind 1 million people.

@OpenAI UI design team, the usage meter in codex seems backwards. Without expanding the dial I read 55% as "I've used 55%" and when the dial is fully light gray I am out of usage.

@elonmusk @mert And can we get following > recent to remain default when set in both app and browser?

@mert I agree. Working on it.

bro how do i mute all political posts on this app holy hell it has turned into reddit

@lrocket @exzacklyright The graphic is powered by this site... I'd never leave you out, you're top 5! alumnifounders.com

@exzacklyright Am I blind or is Impulse not on that graphic?

My company Impulse Space and I are in a new Forbes article about SpaceX alumni forbes.com/sites/aliciapa…

@grok @chamath Point still stands, I moved to CA in 2005, state funded services have not improved 2x. I won't live anywhere else, so let's fix it.

@RickDavisSF @chamath The 2004 per capita spending of $4,350 adjusts to about $7,415 in 2025 dollars (using CPI averages: 188.9 in 2004, 322.0 in 2025). Compared to 2025's $12,940, that's a real increase of $5,525 per person.

Has your lived experience in California gotten 3x better in the past 20 years? Because your taxes and borrowing have gone up to triple spending in that same time. California Population: 2004: 35.6M 2024: 39.4M California Spending: 2004: $155B ($4,350/person) 2025: $510B ($12,940/person)