TeslaSpace retweeted
Why SpaceX is now getting into the turbine business and other things.
📹:NowIllustrated
TeslaSpace retweeted
I feel as though I've done my part over the past few months to speak up for the Tesla shareholders and fans that have grown frustrated, but don't get it twisted...I really am not one of them. I started covering Tesla daily back in 2019 because I was enthralled with the engineering and manufacturing and battery tech and the way legacy media covered the company was egregious. It felt like no one knew the truth about Tesla
Anyone that has followed along even periodically knows I've always been fully on board with the long term vision and have talked about this season we are entering right now for YEARS
So hear me when I say that despite muted profitability growth over the past few years, now is 100% NOT the time to be bearish about the company. We are witnessing the early days of the exponential growth of Robotaxis that many said would never come
A small group of us passionately argued how Tesla's approach was superior and that one day, it would become crystal clear and inarguable
Well...that day has largely arrived for those paying attention, and it will fully arrive for the general public in the coming months
The era of autonomy is here. It's beyond the beta phase for Tesla. And this is 100% going to be the 12 month period Elon has been envisioning for years
12 months from now, there won't even be a debate about who the leader in autonomy is. It may seem hyperbolic, but the truth is Tesla is about to change transportation forever and watching Tesla scale to 5k Robotaxis and 50k and then 500k and beyond is going to be quite special for everyone that has followed the story for years. Tesla is now officially over 1,000 Robotaxis in Texas alone and growing quickly...let the takeover begin $TSLA
TeslaSpace retweeted
Tesla just registered another 81 Cybercabs for its Robotaxi fleet, bringing the total number of Cybercabs registered to date to 546, according to the Texas DMV.
This means Tesla has now added nearly 200 Cybercabs to its robotaxi in just the last week alone.
Bravo to the smaller countries in Europe for moving fastest!
TeslaSpace retweeted
Humanity just got real time Edit Access!!
BREAKING: Scientists edit DNA directly inside a living human for the first time
Readers added context they thought people might want to know
DNA has been edited directly inside living humans before; the first reported in vivo CRISPR gene editing occurred in 2021 for transthyretin amyloidosis. This announcement is the first clinical use of prime editing in vivo.
medpagetoday.com/neurology/gene…
nature.com/articles/d4158…
investors.primemedicine.com/news-releases/…
Replying to @chamath
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
TeslaSpace retweeted
FSD is life saving!!
Even more life saving than Vaccines, Statins, BP meds, Diabetes meds, Seat belts and almost all commonly used treatments!!
People please wake up and don't roll a dice against your own safety!!
🤖 Made with AI
Tesla has released new FSD (Supervised) safety data.
Miles per major collision:
• Teslas Driven With FSD (Supervised): 6,006,200
• Teslas Driven Manually (Active Safety Features): 2,031,221
• Teslas Driven Manually (No Active Safety Features): 845,915
• U.S. Average: 660,164
Total major collisions:
• Teslas with FSD (Supervised): 1,579
• Teslas driven manually with Active Safety: 17,775
• Teslas driven manually without Active Safety: 239
• U.S. average: 4,989,713
Total miles logged:
• Teslas with FSD (Supervised): 9,483,790,215
• Teslas driven manually with Active Safety: 36,104,958,020
• Teslas driven manually without Active Safety: 202,173,600
• U.S. drivers overall: 3,294,031,000,000
Tesla vehicles with FSD (Supervised) engaged experienced ~9x fewer major collisions than those driving without it on.
This is North America data across all road classes (highway and non-highway). The data reflects a rolling twelve-month aggregation of miles and collisions.
TeslaSpace retweeted
If you pay $35k for a vehicle and it doesn’t drive itself you have failed the iq test and put your family at risk.
FSD saves lives: Humans Lives & Animal Lives.
Regulators that waste time debating false narratives - and delaying rollout - create a toll counted statistically in deaths.
Tesla has released new FSD (Supervised) safety data.
Miles per major collision:
• Teslas Driven With FSD (Supervised): 6,006,200
• Teslas Driven Manually (Active Safety Features): 2,031,221
• Teslas Driven Manually (No Active Safety Features): 845,915
• U.S. Average: 660,164
Total major collisions:
• Teslas with FSD (Supervised): 1,579
• Teslas driven manually with Active Safety: 17,775
• Teslas driven manually without Active Safety: 239
• U.S. average: 4,989,713
Total miles logged:
• Teslas with FSD (Supervised): 9,483,790,215
• Teslas driven manually with Active Safety: 36,104,958,020
• Teslas driven manually without Active Safety: 202,173,600
• U.S. drivers overall: 3,294,031,000,000
Tesla vehicles with FSD (Supervised) engaged experienced ~9x fewer major collisions than those driving without it on.
This is North America data across all road classes (highway and non-highway). The data reflects a rolling twelve-month aggregation of miles and collisions.
TeslaSpace retweeted
Excellent analysis of the Anthropic S-1 🥶
Thank you @CernBasher
"An AI company with potentially world-changing technology, hundreds of billions in infrastructure agreements, a single share carrying majority voting control, models that have demonstrated unexpected autonomy, and risk factors contemplating consequences too large for the insurance industry.
You couldn't make this stuff up.
And you don't have to.
It's all in Anthropic's IPO prospectus."
TSLA SHAREHOLDERS ARE # 14!!!
We did it!!! Great work everyone!!
The Tesla Retail letter in support of a $TSLA/$SPCX merger now represents over $10.2 BILLION dollars in Tesla shares - to put it into context, that is more shares than Baron Capital, Citigroup and ARK Invest COMBINED.
Kalshi betters may want to revisit the merger odds.
The Numbers - in just 2+ Days:
♦️ 25,710,618 shares
♦️ $10.2 billion in Tesla stock
♦️ 9,697 signers
Tesla and SpaceX don't just share a CEO; they share shareholders. 76% of signers (7,406) own both TSLA and SPCX, holding 19,774,447 shares.
The closest thing to this historic mobilization was ALSO Tesla retail: our 2024 letter (representing $4B of TSLA) supporting Elon Musk's incentive package & move out of Delaware. Neither would have been possible without the stellar skills of @TeslaBoomerMama.
Thousands of shareholders think Tesla and SpaceX are stronger together, and they back Tesla, the Special Committee, and Elon Musk.
@Tesla @elonmusk @robyndenholm @KathleeWT @IraEhrenpreis @jgebbia @kimbal
@SpaceX @Gwynne_Shotwell @AntonioGracias @d0nharrison @FutureJurvetson @rglein @roelofbotha
TeslaSpace retweeted
There you have it, best retail shareholders in the World!
Bravo and thank you.
And a special thanks to @amy787
@Tesla , now it's your turn.
TSLA SHAREHOLDERS ARE # 14!!!
We did it!!! Great work everyone!!
The Tesla Retail letter in support of a $TSLA/$SPCX merger now represents over $10.2 BILLION dollars in Tesla shares - to put it into context, that is more shares than Baron Capital, Citigroup and ARK Invest COMBINED.
Kalshi betters may want to revisit the merger odds.
The Numbers - in just 2+ Days:
♦️ 25,710,618 shares
♦️ $10.2 billion in Tesla stock
♦️ 9,697 signers
Tesla and SpaceX don't just share a CEO; they share shareholders. 76% of signers (7,406) own both TSLA and SPCX, holding 19,774,447 shares.
The closest thing to this historic mobilization was ALSO Tesla retail: our 2024 letter (representing $4B of TSLA) supporting Elon Musk's incentive package & move out of Delaware. Neither would have been possible without the stellar skills of @TeslaBoomerMama.
Thousands of shareholders think Tesla and SpaceX are stronger together, and they back Tesla, the Special Committee, and Elon Musk.
@Tesla @elonmusk @robyndenholm @KathleeWT @IraEhrenpreis @jgebbia @kimbal
@SpaceX @Gwynne_Shotwell @AntonioGracias @d0nharrison @FutureJurvetson @rglein @roelofbotha
TeslaSpace retweeted
WOW, we cracked the Top 15 🥳
Took me a while to double check IP addresses to be sure, and yes, here we are:
8,564 signers after only 48 hours
22,431,114 shares represented.
More than our good ol' friends from Schwab.
You can still participate until tonight
-> surveymonkey.com/r/mergealre…
TeslaSpace retweeted
In a single day, 3,765 of you signed the letter to Tesla's Board to pursue a merger with SpaceX.
Representing more than 11 million shares.
I'll let @Amy787 put this in context.
So proud of you, continue to sign, please
surveymonkey.com/r/mergealre…
🚨✍️
Calling on the Tesla Board & Special Committee to pursue a merger with SpaceX.
The shareholder letter is live. Read it and sign if you agree. Share it with friends & family.
Thank you to @Amy787 for drafting this so well.
surveymonkey.com/r/mergealre…
We want the combined company focused on building, not bureaucracy.
TeslaSpace retweeted
Replying to @TeslaBoomerMama @Amy787
One day, no lobbyists, no budget. Just people who care showing up♥️
Thank you, Alexandra and Amy. You gave thousands of quiet shareholders a loud voice )
TeslaSpace retweeted
ELON MUSK SAYS SPACEX CAN BRING POWER ONLINE 12 TO 18 MONTHS FASTER THAN ANYONE ELSE
And he has a plan to add 20 gigawatts next year
On the earnings call, Musk said SpaceX $SPCX is turning on about 220,000 Nvidia $NVDA GB300 chips every month, and that pace will speed up next year. He expects to reach close to 3 gigawatts of compute in the next few months.
He says he's highly confident SpaceX adds another 10 gigawatts next year, for about 13 total. The bigger plan would add 20 gigawatts, and he says the odds of getting there are "rising rapidly."
He kept the details of that plan private, calling it "highly proprietary" because if he spelled it out, others would try to do the same thing.
One advantage he did share comes from rocket engines. Turbine blades and vanes are one of the biggest bottlenecks in the industry, running 12 to 18 months behind the rest of the turbine. SpaceX is now casting its own, using what Musk calls the most advanced casting capability on Earth.
"That means that we can bring power online 12 to 18 months faster than anyone else."
TeslaSpace retweeted
Jensen Huang's thought experiment:
Who could you hand a $100B purchase order to, sight unseen, for chips that don't exist yet?
"We're literally the only one," he says.
His reasoning: these systems are too big to benchmark, so buyers have to trust the builder. People trusted Vera Rubin because Blackwell was awesome.
He compares it to $NVDA's own bet on $TSM, the only company he says he can "plan five years out" with.
FT @JensenHuang @BradGerstner @bgurley @Bg2Pod
According to Korean media, most $NVDA Vera Rubin chips will use 12 layer HBM4, not 8 layers like recent reports said.
Counterpoint Research called the fears of slowing HBM demand misinformation.
HBM uses more than 3x the wafer capacity of regular DRAM, so the memory shortage is not going away anytime soon.
Bullish for Samsung, SK hynix and $MU.
TeslaSpace retweeted
Prove me wrong...
Dollar for dollar, this is Tesla's best!
Would you daily a new Model Y?
#teslamodely #modely #ev #tesla #dealership





































