𝔾𝕣𝕖𝕖𝕟_𝔼𝕝𝕖𝕞𝕖𝕟𝕥

@SawyerMerritt @elonmusk Starship needs to fly first before Starlink constellation becomes profitable?

@yunta_tsai @dhaval_shroff Tesla licenses a FSD to BMW?

@dhaval_shroff Can RR drive itself?

I saw 3 different Rolls Royces in SF in half a day today, one in someone’s house garage. That’s more than the total amount I’ve seen in the last decade.

@pbeisel Watched it already.

First podcast as a $SPCX shareholder. Thoughts on the IPO and the business of SpaceX going forward.

@Amy787 @Xil_llix @elonmusk Battery pack is already vacuum sealed I guess. Drop a few CTs on the moon and do a Livestream all day.

@Xil_llix @elonmusk Lunar transportation is awesome.

Let’s go @elonmusk …🙏😉

@RandyWKirk1 SpaceX and Tesla created jobs.

Fire Bernie and his sidekick AOC

@28delayslater Isn't it cold in Alaska? Or you are used to it?

@narutium Last week’s hike

I have officially tested and used 50 versions of Tesla FSD in almost 5 years 👀 From FSD 10.2 to FSD 14.3.4

@TeslaBoomerMama He does an option thingy for the living? If the two merged, no one will bring home baecon.

Words that come to mind when I see these images: - aggressive - domineering - haughty - menacing I just wonder "why"?

@nymbusjp @thejefflutz @SawyerMerritt @Tesla Rivian will need a "Farzad edition" too?

@thejefflutz @SawyerMerritt @Tesla Remember. Previously, FSD was impossible. But now, overnight, it became a piece of cake. That's the bear thesis basically.

Rivian CEO RJ Scaringe in new interview: "Later this year, we'll have full supervised point-to-point, which will be very similar to @Tesla's FSD. That will roll out to all of our Gen 2 vehicles and, of course, R2. Next year, we'll allow it to go unsupervised, so you can take your eyes off the road. The next step is achieving full capability for the vehicle to drive itself with no one in the car. We've been developing that for a while for our personal vehicles, but we also see it unlocking new business models, robotaxi being one of them. We took the decision to parter with Uber so we could focus on the tech and leverage them for their access to a big distribution channel. They're really a category of one. There's no one quite at their scale or reach." Full interview: youtube.com/watch?v=wP61dC…

@28delayslater Show us snow.

@TimDOES I went back to v8 but I’m on hw3 so … stuck on v12

@TeslaLarry @seandsweeney @elonmusk If he wants to solve world hunger so much, he could use his own money not Elon's.

Not only would $6.6billion NOT end world hunger, it wouldn't even DENT WORLD HUNGER FOR A YEAR. It would disappear into deep, bureaucratic pockets the world over. It is an oft told story. Nonetheless the world population is many times what it was just 100 years ago, and "world hunger" is a fraction of what it was at that time. It has NOTHING to do with the UN, or charity, it is technology that makes the difference. That's what SpaceX (and Elon) is all about. grok.com/share/bGVnYWN5…

I believe that @elonmusk is entitled to the trillions and more that he may be worth in this lifetime for the value he has created. I also believe it would be the most baller move of all time to stroke a $6.6 billion check and end world hunger.

@Amy787 @DoctorJack16 Ross Gerber blocked me.

@DoctorJack16 You always have an excellent analysis re: Tesla.

I agree with Alexandra. Never go full Ross Gerber. Rebellionaire has lost the plot. IE They now create the FUD - rather dispel it. The inconvenient truth that contradicts Rebellionaire’s fear peddling: ♦️Volatility is the price of admission to investing in an Elon Musk company. You don’t get a participation trophy for it. ♦️A Merger creates vastly greater upside than the RoboTaxi alone, or Optimus. The three joint ventures are the hint of what is possible. A negotiated share exchange ratio would contain credit for Optimus and RoboTaxi projected revenues. You don’t “lose it”. And your investment dollars remain the same. ♦️Dilution IS coming either way. AI, compute, chip manufacturing require massive amounts of Capital. So choose your Dilution: Vote No on a merger (SpaceXAI just raised Capital on favorable terms) and the Tesla board likely immediately approves a share issuance - and they don’t need your vote for that. Dilution is not bad when it funds growth. Dilution preceded prior Tesla rerates because it funded the growth infrastructure. Prior Tesla capital raises 👇

@Amy787 @TeslaBoomerMama @TheTeslaBull I would vote Yes.

First we had a Delaware courtroom trying to constrain the Tesla board from what they thought was right - now we have some fear mongering “influencers” trying to prevent the board from taking the steps necessary to solve for Chip and capital constraints. Let’s revisit the analogous period when Tesla was battery cell and capital constrained - those previous rerates that new investors cite happened because these constraints were solved first via dilutive capital raises and deals like GigaNevada first and then 4680s. These deals forced suppliers to step up and supply Tesla with more removing a battery cell constraint overhang whereby Wall Street discounted growth estimates. Some suggest to you that Wall Street will give Tesla credit for massive RoboTaxi and Optimus scaling without solutions for capital and chip constraints…. But Wall Street is smarter than that - they evaluate capital needs and supply chains. They discount growth rates and near term cash flow projections based on these needs. Elon Musk is doing exactly what needs to be done to enable the next growth waves to scale - which means Tesla would rerate.

@nymbusjp A Farzad edition = 😵‍💫

Prepare for takeoff. ✈️ Flight simulator is now available globally on web to all users. goo.gle/4fBYnWO We've recently added many our most powerful professional desktop features to web. Elevation profiles, new import types, but there's always been one other feature you've been asking us to add to the web version of Google Earth, just for fun... Where will you fly? Share your best maneuvers, views, and flyovers with us!

@nymbusjp She doesn’t create anything much. Just criticize.

In your case, you would have to work for an infinite amount of time because you do not know what work is and have never really worked.

@nymbusjp @tesla2moon Cybercab with a wheel is called a Farzad edition. 👍

The steering wheel was visible in previous footage on one vehicle. Today, @tesla2moon gives us better footage proving the steering wheel is still present on all vehicles. Tesla would have removed these steering wheels if the deployment of these vehicles was imminent. My theory: these vehicles were used for testing and data capture. Currently, Tesla may not need more data. They may be digesting the data gathered with these vehicles on Cortex to train FSD. When Cortex has finished its magic and a new model is available, these vehicles may go for another round of testing and validation. Deployment will follow shortly after this. Maybe with these vehicles, but more probably with new vehicles fresh from the factory. You want to keep some Farzad edition at all times to validate future FSD model updates. Therefore, it makes sense to use brand new ones for commercial operation. This is why I do not think that these sightings, however exciting they are, are a valuable signal for near-term deployment. x.com/tesla2moon/sta…

@bradsferguson I will vote Yes.

You didn’t ride your $TSLA from $400 down to $100 a share in 2022 and eat all that 💩 from everyone just to give it away on the Eve of Robotaxi and the Dawn of Optimus.

@wholemars You think the current FSD version maxes out AI4 compute already?

Wow. FSD 14.3.4 is so good. It’s beyond smooth at this point. It feels so powerful, precise, and assertive. More like some technology out of Tron than a human driver. The real eye opening moment was using Mad Max mode on Mulholland Drive on a dark foggy night. Just unreal.

@FutureJurvetson @WilliamShatner Whoaaaaa.

@WilliamShatner Yes! At 9 cents/share, from way back.

Today is #SpaceXIPO day. Anyone get in on it?

@NevrEnoughX 👍

Happiness is eating sushi 🍣 with chopsticks 🥢 while driving/supervising with Tesla FSD V14.3.3 #sushindrive

No company on Earth is moving civilization faster than SpaceX From Falcon 1 fighting to reach low-Earth orbit… To Falcon 9 and Dragon returning human spaceflight capability to the U.S To 650+ Falcon 9 launches, 400+ landings, Polaris Dawn, Starlink connecting 164 countries, and the mission to make life multiplanetary This is the SpaceX story Not just rockets Relentless execution across launch, satellites, human spaceflight, and the future of civilization SpaceX is building the infrastructure layer for humanity’s next chapter