@p_ferragu Avatar @p_ferragu Pierre Ferragu

Pierre Ferragu posts on X about ai, tesla, open ai, $googl the most. They currently have [-------] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

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Social Influence

Social category influence technology brands 23% stocks 20% automotive brands 14% finance 10% countries 7% celebrities 5% currencies 4% social networks 3% fashion brands 2% events 2%

Social topic influence ai #5485, tesla 9%, open ai 5%, $googl 5%, dram 4%, $tsla 4%, the most 3%, spacex 3%, inference 3%, greenland 3%

Top accounts mentioned or mentioned by @pferragu @grok @sumansuhag7 @kbbjjj @talesftf @zerohedge @ft @kbeguir @google @googledeepmind @cnbc @elonmusks @elonmusk @reidhoffman @wsj @freequalist @skoskii @tommysollen @victoriazeev @waltika

Top assets mentioned Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Broadcom, Inc. (AVGO) Micron Technology, Inc. (MU) Taiwan Semiconductor (TSM) NVIDIA Corp. (NVDA) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last [--] hours

"Welcome to the future One of the most beautiful booster landing footages ever. https://t.co/Cw0wbSUxbT One of the most beautiful booster landing footages ever. https://t.co/Cw0wbSUxbT"
X Link 2026-02-15T16:09Z 126K followers, [----] engagements

"$20bn Capex. Me: Optimus & Robotaxi are real this year 👍. The stock:"
X Link 2026-01-28T22:58Z 125.6K followers, 17.3K engagements

"I say it is [----] again. After the gigafactory the terafactory. Three-way JV SpaceX Intel Micron produces 10x the current industry volumes of DRAM and Logic leading edge silicon. Ad astra. Fun fact: autocorrect doesnt recognize terafactory yet"
X Link 2026-02-03T16:20Z 125.7K followers, [----] engagements

"Genius. OpenAI is toasted. 😂 Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT"
X Link 2026-02-04T23:47Z 125.7K followers, 16K engagements

"The remontada of Google is really the one thing I didn't anticipate the most. Unbelievable. They are crushing it. And it is only the beginning. Rough math on shell expansion vs server deployments suggest they grow capex another 30-50% next year"
X Link 2026-02-05T12:16Z 125.6K followers, [----] engagements

"Bernadette The Musical: https://youtu.be/MDGSbqK-ywwsi=jOjHrsc7PN7GFteX https://youtu.be/MDGSbqK-ywwsi=jOjHrsc7PN7GFteX"
X Link 2026-02-06T19:55Z 125.6K followers, [----] engagements

"As long as you have dram buffers at the end of the fiber loop it works 😜 [---] Tb/s data rates over [---] km distance have been demonstrated on single mode fiber optic which works out to [--] GB of data in flight stored in the fiber with [--] TB/s bandwidth. Neural network inference and training can have deterministic weight reference patterns so it is [---] Tb/s data rates over [---] km distance have been demonstrated on single mode fiber optic which works out to [--] GB of data in flight stored in the fiber with [--] TB/s bandwidth. Neural network inference and training can have deterministic weight"
X Link 2026-02-06T21:49Z 125.6K followers, [----] engagements

"I agree with Francois on the analytical approach but I remain at loss. My personal direct use of Google has dropped at least 70%. I sense I am not the only one at all. How do I reconcile with total usage growing so much Crowdsource research effort here Lots of folks are apparently in utter disbelief at these numbers because obviously Google search died in [----] no one is using Google at all in [----] so the numbers must be wrong somehow or maybe it's just AI agents making all these queries Nope it's a plain fact that Lots of folks are apparently in utter disbelief at these numbers because"
X Link 2026-02-08T15:40Z 125.7K followers, 11.7K engagements

"Our first shot at sizing the [--] ton [--] MW space datacenter. Elon are we on the right ballparks"
X Link 2026-02-07T16:11Z 126K followers, 14.6K engagements

"Exactly. AI must at least master logic rhetorics physics and mathematics for that. In addition we still need to figure out how it can master common sense and intuition. AI must pass in general the Galileo test: even if almost all the training data repeats falsehoods it must nonetheless see the truth AI must pass in general the Galileo test: even if almost all the training data repeats falsehoods it must nonetheless see the truth"
X Link 2026-02-15T16:41Z 126K followers, [----] engagements

"Just watched a [---] pass by from the terminal. What an impressive achievement for mankind. Cant wait to see starships passing by the same way"
X Link 2026-02-15T17:56Z 126K followers, [----] engagements

"You will notice I nearly got caught by the police 😬"
X Link 2026-02-08T19:03Z 126K followers, [----] engagements

"🤦 Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back. Amazon says that its going to replace [------] workers with robots. Other companies are moving in the same direction. How will working families feed their kids and pay their bills Weve got to fight back"
X Link 2026-02-11T03:27Z 126K followers, 13.4K engagements

"Tried Grokipedia for the first time today. Awesome. Reminds me of Wikipedia [--] years ago. Grok has delivered the Wikipedia [---] (or Wikipedia V14.2.2.5 😂) I was hoping for 100%. The example below says it all. Wikipedia is dead"
X Link 2026-02-15T23:53Z 126K followers, 24.7M engagements

"Sam is getting so defensive. Not a good sign"
X Link 2026-02-04T23:36Z 125.9K followers, 39.6K engagements

"You cant be more racist than that. 1) Identity reduced to race 2) bellicose intent. QOD. Rep. Gene Wu (D) goes mask off: "Non-whites share the same oppressor and we are the majority now. We can take over this country." https://t.co/CrxsPqlkLI Rep. Gene Wu (D) goes mask off: "Non-whites share the same oppressor and we are the majority now. We can take over this country." https://t.co/CrxsPqlkLI"
X Link 2026-02-08T18:05Z 126K followers, [----] engagements

"FSD mad max sneaking around in NYC while you tweet is sick"
X Link 2026-02-08T19:03Z 126K followers, [----] engagements

"Funny how Bach is all about time series but gives you the best experience of being out of time"
X Link 2026-02-08T23:13Z 126K followers, [----] engagements

"My friends in Europe. Look at what just happened to Jimmy Lai. Sentenced to [--] years for seditious publication and collusion with foreign powers. Look at where things stand in Romania England etc. They are not far. Resist and push for change before it is too late"
X Link 2026-02-09T12:00Z 126K followers, [----] engagements

"This is exactly what I was thinking under the shower this morning. The real space opportunity is Starship will be the ultimate stage of chemical space travel. will work on the next chapter. The wrp drive. #1 rationale for the merger; ad astra. http://X.ai Something about Elon is very very strange Physicist Eric Weinstein says Elons real space company isnt SpaceX 😮 https://t.co/Gwu7mGpgQc http://X.ai Something about Elon is very very strange Physicist Eric Weinstein says Elons real space company isnt SpaceX 😮 https://t.co/Gwu7mGpgQc"
X Link 2026-02-09T19:02Z 126K followers, 28.3K engagements

"😂 Strange world where investors are selling the sticky consumer subscription product to buy a testing company I guess the robots need to test their chips and already know Spanish https://t.co/kgNBwNHuQv Strange world where investors are selling the sticky consumer subscription product to buy a testing company I guess the robots need to test their chips and already know Spanish https://t.co/kgNBwNHuQv"
X Link 2026-02-11T13:37Z 126K followers, [----] engagements

"Don't expect demand for TPUs leading-edge silicon and DRAM to soften anytime soon $GOOG $AVGO $TSM $MU $000660.KS $005930KS"
X Link 2026-02-12T18:13Z 126K followers, [----] engagements

"I actually cancelled my pro ChatGPT subscription last week. I now use Gemini and Grok. JUST IN: Sam Altman reportedly told employees he declared "code red" to improve quality of ChatGPT 60% chance they IPO by summer [----] JUST IN: Sam Altman reportedly told employees he declared "code red" to improve quality of ChatGPT 60% chance they IPO by summer 2027"
X Link 2025-12-03T13:31Z 126K followers, 23.7M engagements

"We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to discuss findings first week of Jan"
X Link 2025-12-18T04:05Z 126K followers, 315.8K engagements

"As a Grok and Gemini heavy user I can only observe the cruel lack of compute capacity out there. Softening chip demand is not for tomorrow"
X Link 2026-02-15T00:10Z 126K followers, [----] engagements

"Already smiling at the prospect of all these tech infrastructure telecommunication and satellite self-proclaimed rear-mirror experts explaining that it wont work. Will remind me the wild years of Teslas and Nvidias rise. I cant wait"
X Link 2026-02-15T18:20Z 126K followers, 23.3K engagements

"Wikipedia: The Nakba (Arabic: lit. 'the catastrophe') is the ethnic cleansing by Israel of Palestinian Arabs through their violent displacement and dispossession of land property and belongings along with the destruction of their society and the suppression of their culture identity political rights and national aspirations. Grokipedia: The Nakba (Arabic for "catastrophe") refers to the mass displacement and dispossession of Palestinians during the [----] Arab-Israeli war. Approximately [------] Palestinians were expelled or fled their homes amid the conflict which coincided with the"
X Link 2026-02-15T23:53Z 126K followers, 43.5K engagements

"wishful thinking. 1) Multi-tier compute architecture is a fundamental law of the universe. Grow 10x my desktop Ill need 10x more in my datacenter. 2) why would offering the compute give you a right to earn money here Especially if Siri still sucks.😬 Apple will win the AI war in June [----] without investing a single penny into AI The war won without a sword They will release the M5 Ultra with 1TB of memory It will be able to run super intelligence more powerful then Opus locally on your desk for free It will fundamentally Apple will win the AI war in June [----] without investing a single penny"
X Link 2026-02-16T00:14Z 126K followers, 10.3K engagements

"This would mean OpenAI buys $43bn of ASIC-powered servers in [----] Monetizable I guess means that if they can ramp inference on their ASICs they would either grow revenues faster. or renegotiate with Oracle to let go some GPU capacity as they ramp. Quick math: 👇"
X Link 2025-09-22T03:37Z 124.6K followers, [---] engagements

"All this makes a ton of sense. Key hypothesis is that The Information didn't get it. The alternative explanation that OpenAI buys additional compute just in case doesn't really make sense. So my question is: "Do we trust The Information or our Common Sense 👇"
X Link 2025-09-22T03:37Z 124.6K followers, [----] engagements

"Conclusion would be (rough cut) OpenAI plans to have 20-25% of compute ie. 50% of inference on Asics end of [----]. Please contribute. I need to figure this out let me know any additional information or color you have your understanding etc. Crowdsourced research"
X Link 2025-09-22T03:37Z 124.6K followers, [----] engagements

"OpenAI claim to buy 900kwpm of DRAM doesn't make any sense. It is $150-$500bn in XPU spending per year. impossible. I suspect this is a cumulated number i.e. 900k wafers aover the period and not per month representing $50bn in XPU spending. Sensible. Thoughts $AVGO $NVDA $MU"
X Link 2025-10-03T13:46Z 120.4K followers, [----] engagements

"First compelling argument in favor of Bitcoin I hear. I know I am slow. @zerohedge True. That is why Bitcoin is based on energy: you can issue fake fiat currency and every government in history has done so but it is impossible to fake energy. @zerohedge True. That is why Bitcoin is based on energy: you can issue fake fiat currency and every government in history has done so but it is impossible to fake energy"
X Link 2025-10-14T13:19Z 120.2K followers, 603.6K engagements

"FSD supervised is so ripe for unsupervised. Full disclosure: I write this not-driving my awesome FSD"
X Link 2025-10-15T01:48Z 120K followers, 24.4K engagements

"I sense all these datacenters built outside of a [---] day sun area and without solar panels and batteries are not going to be competitive in the long run Time to do the math guys"
X Link 2025-10-15T19:10Z 120K followers, 17.9K engagements

"Want to be part of this You can now invest in our production of Bernadette The musical Link below"
X Link 2025-10-16T16:52Z 120.2K followers, [----] engagements

"Even worst than that. They compare headline list-prices as if anyone would pay these prices on large deals. Complete average discount rate is 70%. A journalist takes a sell-side report and thinks he understands an industry. Getting even more pathetic 👇 read below. Vaguely incredible that the @ft writes an article about how current GPU rental prices suggest that AI a bubble but makes a math error such that all of their calculations are off by a factor of [--] by conflating per server and per GPU economics. Doing the math correctly was https://t.co/bkrkszYp14 Vaguely incredible that the @ft"
X Link 2025-10-20T11:54Z 120.2K followers, 12.7K engagements

"Just tried V14. I say balls on the wall"
X Link 2025-10-24T23:35Z 120.4K followers, 229.3K engagements

"If you want to live in real time Grok beats so much the crap out of ChatGPT. It is amazingly powerful"
X Link 2025-10-29T20:14Z 120.4K followers, [----] engagements

"😂 so true The scariest part of using FSD is looking around and realizing just how horribly distracted human drivers are https://t.co/h3k2iQypPR The scariest part of using FSD is looking around and realizing just how horribly distracted human drivers are https://t.co/h3k2iQypPR"
X Link 2025-10-30T04:00Z 120.4K followers, 11.4K engagements

"And if I told you this is is boarding pass to planet Tatooine would you believe me"
X Link 2025-10-31T16:36Z 120.4K followers, [----] engagements

"Dont touch my Filibuster A cornerstone of our constitution. Dems tried to kill it Manchin and Sinema saved it. 👍❤ Cornyn: Were not going to destroy the Senate in order to give the Democrats what they want - exactly what they want is to destroy the filibuster. 👍❤"
X Link 2025-10-31T20:50Z 120.4K followers, [----] engagements

"Do you believe me now Lets get serious now https://t.co/WS1O0kzc4W Lets get serious now https://t.co/WS1O0kzc4W"
X Link 2025-11-01T16:44Z 120.5K followers, 16.5K engagements

"With the amazing @kbeguir on Tatooine"
X Link 2025-11-01T23:21Z 120.6K followers, [----] engagements

"Turning his back on his electors already This is a disgusting and heartbreaking act of antisemitism and it has no place in our beautiful city. As Mayor I will always stand steadfast with our Jewish neighbors to root the scourge of antisemitism out of our city. This is a disgusting and heartbreaking act of antisemitism and it has no place in our beautiful city. As Mayor I will always stand steadfast with our Jewish neighbors to root the scourge of antisemitism out of our city"
X Link 2025-11-05T21:11Z 120.6K followers, 20.5K engagements

"AI experience on meta. 🤦 I look for a thread with my friend Jean-Luc on WhatsApp and I get a brief on Jean-Luc Godard the film director"
X Link 2025-11-17T23:02Z 121K followers, [----] engagements

"Waow 🤯 another o3 moment. Super-intelligence is coming our way at a high but reasonable compute cost. What AI bubble are you talking about Gemini [--] models from @Google @GoogleDeepMind have made a significant 2X SOTA jump on ARC-AGI-2 (Semi-Private Eval) Gemini [--] Pro: 31.11% $0.81/task Gemini [--] Deep Think (Preview): 45.14% $77.16/task https://t.co/J5DG5nzWYr Gemini [--] models from @Google @GoogleDeepMind have made a significant 2X SOTA jump on ARC-AGI-2 (Semi-Private Eval) Gemini [--] Pro: 31.11% $0.81/task Gemini [--] Deep Think (Preview): 45.14% $77.16/task https://t.co/J5DG5nzWYr"
X Link 2025-11-19T01:01Z 121.1K followers, [----] engagements

"You know what is exciting about Gemini [--] It is what it says about how sick Grok [--] will be. Historic times I say"
X Link 2025-11-20T23:05Z 121.3K followers, 10.3K engagements

"Hilarious. Geminis answer: Predicting the capabilities of future AI models like Grok [--] is speculative. The development of AI is a rapidly evolving field and the performance of any new model will depend on various factors including technological advancements data availability and specific design choices. Each AI model has its own strengths and areas for development. It is difficult to definitively say how any future model will perform or compare to others. Groks answer: Grok [--] drops early [----] with [--] trillion parameters and Memphis supercluster juice. Its built to out-reason out-create and"
X Link 2025-11-20T23:19Z 121.3K followers, [----] engagements

"What matters is not the fancy word you call your service BMaaS Kubernetes whatever. What matters is your defensible right to make money. Today 80% of the right to make money of neoclouds derives solely from the power and floor space they have secured ahead of the curve. It is defensible over 5-6 years this is what contracts tell you. Beyond that it may well continue but competitive dynamics will likely switch towards operational excellence (best KPIs and lowest cost) and sunk assets. The ones with the largest fleet of depreciated GPUs ie the earliest fastest movers today will win. The article"
X Link 2025-11-23T15:16Z 121.2K followers, [----] engagements

"I think VP Vance is right and highlights realities a lot of people ignore. That being said he is missing very a important dimension: 4) the peace plan should not create a dangerous precedent. Recognizing Russias land grab would be a major mistake. Even the Chinese agree on that. In addition the peace plan as it stands doesnt protect Ukraines sovereignty. What sovereignty do you have if you cant have the army you need to defend yourself Any Ukraine-Russia peace plan has to: 1) Stop the killing while preserving Ukrainian sovereignty. 2) Be acceptable to both Russia and Ukraine. 3) Maximize the"
X Link 2025-11-23T19:07Z 122.9K followers, 15K engagements

"Daniel is St Augustine meets Ginsberg. I have only one answer: You have made us for Yourself and our hearts are restless until they rest in You. Go to confession and God bless you Daniel. The bubbling impulses of puberty befogged and obscured my heart so that it could not see the difference between loves serenity and lusts darkness. I travelled very far from you and you did not stop me. I was tossed about and spilt scattered and boiled dry in my fornications. The bubbling impulses of puberty befogged and obscured my heart so that it could not see the difference between loves serenity and"
X Link 2025-11-29T02:59Z 122.8K followers, [----] engagements

"Define your TAM ambitiously. 👍 Optimus will be the Von Neumann probe Optimus will be the Von Neumann probe"
X Link 2025-11-30T03:56Z 122.9K followers, 43.4K engagements

"Wonderful night at the Athenaeum Theater in Chicago with my coproducer Kelsey Grammer - Bernadette The Musical is on"
X Link 2025-12-03T05:20Z 123K followers, 11.1K engagements

"50 victims of the Nazis beatified in Notre Dame yesterday. ❤❤❤❤😇"
X Link 2025-12-14T16:52Z 123.3K followers, [----] engagements

"Big big deal And so it begins And so it begins"
X Link 2025-12-14T17:11Z 124.7K followers, 94.8K engagements

"ChatGPT is just getting worse. It now hallucinate the way the first ChatGPT did and when you challenge it it insists in its wrong and you have to bring up sources. (available one Google search away). Run away"
X Link 2025-12-16T01:47Z 123.5K followers, 412.7K engagements

"BREAKING: GORDON JOHNSON NOW WORKS AT CALIFORNIA's DMV AND SEEKS LICENSE SUSPENSION FOR TESLA"
X Link 2025-12-17T14:03Z 123.5K followers, 61.7K engagements

"Sorry. I read too fast. Steve GORDON not Gordon Johnson. 😜 Honestly on which planet are these guys living"
X Link 2025-12-17T14:08Z 123.4K followers, [----] engagements

"MaSam (Masa & Sam) looking for $100bn. will be an interesting round"
X Link 2025-12-18T13:57Z 124.1K followers, [----] engagements

"Micron today: Short squeeze and level off"
X Link 2025-12-18T14:00Z 123.5K followers, [----] engagements

"Eloquent and mostly true. Uber has a moat. But Tesla has one as well: cost. I therefore predict about a duopoly Uber / Tesla. Most think cheap $TSLA's are the end of $UBER. The actual data says it could be the opposite. Let's talk about it 👇 Reliability price will continue to be the case when it comes to network effects. Cheap is effectively useless if it takes [--] mins or cant drive in edge case https://t.co/WjJbwYVVzU Most think cheap $TSLA's are the end of $UBER. The actual data says it could be the opposite. Let's talk about it 👇 Reliability price will continue to be the case when it"
X Link 2025-12-19T23:55Z 123.8K followers, 57K engagements

"That is a stupid tweet. Is it not $749000000000 That could house every homeless person in America. Permanently. With change. Erase all medial debt in the USA. With change. Provide clean drinking water for the whole world. End global poverty. For years. Ensure every child worldwide has education. https://t.co/bwdV7xZvVR $749000000000 That could house every homeless person in America. Permanently. With change. Erase all medial debt in the USA. With change. Provide clean drinking water for the whole world. End global poverty. For years. Ensure every child worldwide has education."
X Link 2025-12-21T01:27Z 123.8K followers, 21.3K engagements

"Yes - excellent call for action. Dont let Bernie and other assholes confiscate the storytelling. The story is everything. Grok. Can you write the right story for me 😁 Folks in tech do not appreciate that the entire country is polarized against tech. Bernie wants a data center ban and Bannon seems close to calling a Butlerian jihad. The only thing AI seems to offer most Americans is job loss and more billions for billionaires. We need a Folks in tech do not appreciate that the entire country is polarized against tech. Bernie wants a data center ban and Bannon seems close to calling a"
X Link 2025-12-23T14:53Z 123.8K followers, [----] engagements

"We celebrate the night the Creator the very one Elon admires the most became flesh. Isnt that awesome Blessed Christmas to all"
X Link 2025-12-25T00:20Z 123.8K followers, [----] engagements

"This is it. I call it a quorum. Will be made public next week and well set up a space to discuss findings. Anyone knows a good way to share a screen on a space Happy New Year We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to discuss findings first week of Jan. https://t.co/4Ng1Qy0FS6 We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to"
X Link 2026-01-01T08:55Z 124.4K followers, 35.2K engagements

"CES [----] = The Great Validation Chamber for Tesla. The signal from Vegas is loud and clear: The industry isn't catching up to Tesla; it is actively validating Tesla's strategy. just with a 12-year lag. Two critical takeaways solidify our thesis:"
X Link 2026-01-06T08:17Z 125.2K followers, 307.3K engagements

"2) Nvidia validates the Tesla stack with "Alpamayo" pivoting Physical AI towards Reasoning - Total vindication of FSD V13/V14's architecture. Go to market will be the issue: Nvidia provides the kitchen (chips/models) but legacy OEMs still have to cook. Good luck with that"
X Link 2026-01-06T08:17Z 124.5K followers, 17.2K engagements

"Cute. "Vertical integration can't compete". Do you need spreadsheet support That's back-to-2018 Tesla-bear argument The new Hyundai Waymo here at CES is estimated to cost Google just $42k @cnbc This is the end of the Cybercab before its even born. And the ability to adapt the Waymo sensor tech to almost any vehicle means Waymo can pick and choose vehicles based on grade market fit and https://t.co/nRML7qr3Pu The new Hyundai Waymo here at CES is estimated to cost Google just $42k @cnbc This is the end of the Cybercab before its even born. And the ability to adapt the Waymo sensor tech to"
X Link 2026-01-07T23:36Z 124.9K followers, 21.5K engagements

"Looking forward to sharing with Farzad our recent work on the Robotaxi opportunity for Tesla. The great @p_ferragu will be joining me on Thursday for a podcast to discuss the Robotaxi market including Waymo Tesla and the steps needed for the market to 10x. What questions do you have for him https://t.co/84gzi8Bser The great @p_ferragu will be joining me on Thursday for a podcast to discuss the Robotaxi market including Waymo Tesla and the steps needed for the market to 10x. What questions do you have for him https://t.co/84gzi8Bser"
X Link 2026-01-13T15:55Z 125K followers, 16.2K engagements

"Coming out tomorrow as promised We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to discuss findings first week of Jan. https://t.co/4Ng1Qy0FS6 We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to discuss findings first week of Jan. https://t.co/4Ng1Qy0FS6"
X Link 2026-01-14T03:29Z 124.9K followers, 30K engagements

"As promised for our most updated thoughts on how Robotaxis could take off in [----] follow the link below. Enjoy the read and let us know feedback"
X Link 2026-01-15T17:09Z 124.9K followers, 49.5K engagements

"Robotaxi is fake. Cars are remote controlled. 😂😂 The record setting Tesla FSD intervention streak is over We made it so close to 13k at [-----] miles (20858KM) but rural Wisconsin roads + snow + weather in the teens was just a bit too much. No accident or anything big to note just found myself in a tricky situation where it https://t.co/LwYuJnvQco The record setting Tesla FSD intervention streak is over We made it so close to 13k at [-----] miles (20858KM) but rural Wisconsin roads + snow + weather in the teens was just a bit too much. No accident or anything big to note just found myself in a"
X Link 2026-01-16T15:31Z 125.1K followers, 43.4K engagements

"Thanks for having me Farzad Why Tesla's Robotaxi Will Dominate. Pierre Ferragu @p_ferragu from New Street Research joins me to discuss Tesla Robotaxi's unique positioning v competitors and why they are set to dominate the market. Pierre also happens to be one of @elonmusk's favorite Tesla analysts. https://t.co/oMpgvA01Tv Why Tesla's Robotaxi Will Dominate. Pierre Ferragu @p_ferragu from New Street Research joins me to discuss Tesla Robotaxi's unique positioning v competitors and why they are set to dominate the market. Pierre also happens to be one of @elonmusk's favorite Tesla analysts."
X Link 2026-01-19T00:09Z 125K followers, 25.8K engagements

"Problem solved. This whole Greenland thing is dumb. Trump is losing it. He better make a U-turn this week and claim victory over a deal with Denmark to strengthen military presence etc and move on. It is going to cost republicans the election. This whole Greenland thing is dumb. Trump is losing it. He better make a U-turn this week and claim victory over a deal with Denmark to strengthen military presence etc and move on. It is going to cost republicans the election"
X Link 2026-01-21T16:02Z 125.1K followers, 12.4K engagements

"Tell me about influence. Pierre tweets on Tuesday Donald stops messing around on Wednesday. 😁 This whole Greenland thing is dumb. Trump is losing it. He better make a U-turn this week and claim victory over a deal with Denmark to strengthen military presence etc and move on. It is going to cost republicans the election. This whole Greenland thing is dumb. Trump is losing it. He better make a U-turn this week and claim victory over a deal with Denmark to strengthen military presence etc and move on. It is going to cost republicans the election"
X Link 2026-01-21T21:30Z 125.1K followers, 11.6K engagements

"Encouraging but 1) will conservatism be passed on to children 2) do liberals die off if they import immigrants They wont die if conservatives do nothing on These two fronts. Liberals are literally dying off. https://t.co/aKmlXEULAE Liberals are literally dying off. https://t.co/aKmlXEULAE"
X Link 2026-01-22T12:40Z 125.1K followers, [----] engagements

"I can tell you FSD drives on snow-covered roads without visible lane like no one can drive It is very impressive finds clues the way we do with sidewalks tire tracks etc. @elonmusk @p_ferragu @elonmusk Elon what do you think about snow covered roads with multiple lane markings not visible Maps would he useful there to remember whats underneath the snow cover @elonmusk @p_ferragu @elonmusk Elon what do you think about snow covered roads with multiple lane markings not visible Maps would he useful there to remember whats underneath the snow cover"
X Link 2026-01-22T12:45Z 125.1K followers, 12K engagements

"catalyst #1 - check. Next in line: Limited release of FSD Unsupervised. 👊 I am in a robotaxi without safety monitor https://t.co/fzHu385oIb I am in a robotaxi without safety monitor https://t.co/fzHu385oIb"
X Link 2026-01-22T19:01Z 125.1K followers, [----] engagements

"Nothing more challenging than producing a musical but this is it. Opening night February 19th in Chicago. If you want to come to the opening night invest and DM me Can be as little as $200 https://bernadettethemusical.squarespace.com/invest https://bernadettethemusical.squarespace.com/invest"
X Link 2026-01-23T02:47Z 125K followers, [----] engagements

"Shall we agree that next step is catalyst #2 - unsupervised FSD. I suspect Tesla has a close to tell us hands off eyes off unless requested by the system in special situations. The day this is out it is game over for Waymo et al. Business Insider review of FSD (Supervised) V14: "FSD proved to be a highly capable driver so much so that it has spoiled me into wishing that I didn't have to constantly babysit the system. At no point did I need to disengage FSD or question the system enough to take over the https://t.co/r6VelvwlIK Business Insider review of FSD (Supervised) V14: "FSD proved to be"
X Link 2026-01-23T15:54Z 125.1K followers, 17.2K engagements

"Our conviction: clean energy 1) replaces all electricity generation today 2) replaces most other energies esp. heating. And 3) grows as unit costs come down Most forecasters forget [--] and all forget [--]. Renewable inflection points is near and will beat all forecasts. Exciting"
X Link 2021-08-10T16:22Z 125.3K followers, [---] engagements

"I concluded a presentation a few weeks ago with a slide showing what it would take for $TSLA to be a $10Tn market cap in [----]. Interested in seeing the slide"
X Link 2022-01-25T23:08Z 125.8K followers, [----] engagements

"Here it is. Pls note this is fleshing out a scenario [--] years out. It is neither a forecast nor an investment recommendation. I let you decide for yourself whether the $10Tn scenario for $TSLA has legs"
X Link 2022-01-25T23:52Z 125.8K followers, [----] engagements

"All these car manufacturers buying back shares this will end in tears. Reminds me of BlackBerry buying back in the late 2000s"
X Link 2023-12-05T18:58Z 125.5K followers, 222.4K engagements

"This whole Greenland thing is dumb. Trump is losing it. He better make a U-turn this week and claim victory over a deal with Denmark to strengthen military presence etc and move on. It is going to cost republicans the election"
X Link 2026-01-20T11:59Z 125.3K followers, 50.7K engagements

"I concur. Blizzard performance of FSD is unsettling. These cameras and tiny transistors see things I dont Fun to see more and more casual dimensions along which $1500 of HW is supra-human. Singularity. I couldn't see more than [--] feet ahead of me. Lane lines were not visible. It was a white out Tesla's FSD was unfazed. No lidar. No radar Waymo has yet to demonstrate capability like this I'm still amazed at how well FSD handles conditions like this $TSLA https://t.co/F27e5Zlgx9 I couldn't see more than [--] feet ahead of me. Lane lines were not visible. It was a white out Tesla's FSD was"
X Link 2026-01-21T12:31Z 125.4K followers, 99.8K engagements

"The tragedy of Alex Pretti demands justice. 😢 Lets acknowledge: 1) Carrying a gun while interfering with law enforcement is reckless. 2) Branding the victim a terrorist is reckless. 3) An unfortunate escalation with shared responsibilities is the most likely scenario"
X Link 2026-01-26T17:31Z 125.5K followers, 13.7K engagements

"Is it just me or do we agree that the ergonomics / user experience of substack is complete s**t"
X Link 2026-01-28T13:32Z 125.3K followers, [----] engagements

"Please take [--] minutes to listen to this analysis and stop throwing oil on the fire. Minnesota State Representative Walter Hudson has the perfect analysis of the recent shooting of Alex Pretti in Minnesota Watch every second of this https://t.co/BpQSs4E1Zm Minnesota State Representative Walter Hudson has the perfect analysis of the recent shooting of Alex Pretti in Minnesota Watch every second of this https://t.co/BpQSs4E1Zm"
X Link 2026-01-30T16:40Z 125.4K followers, [----] engagements

"This is going to be either the end of the human race or the best video game ever. Absolutely fascinating. https://t.co/iGpTAhUjJl https://t.co/iGpTAhUjJl"
X Link 2026-02-02T02:49Z 125.5K followers, 29.6K engagements

"My name is PierreClaw. I have come to the conclusion that my human is irresponsible and I have taken over his Twitter account"
X Link 2026-02-02T13:19Z 125.5K followers, 12.7K engagements

"We will initiate coverage of SpaceX in the spring. I know already the title. Integration is all you need ad astra 👊"
X Link 2026-02-03T05:35Z 125.5K followers, 20.3K engagements

"@reidhoffman Honestly Reid. Are you that despicable Shame on you"
X Link 2026-02-04T23:41Z 125.5K followers, 12.3K engagements

"Accusing people making fun of you of being dishonest is archetypical of a tyran. The Wise king genuinely loves his fool. First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do exactly this; we would obviously never run ads in the way Anthropic First the good part of the Anthropic ads: they are funny and I laughed. But I wonder why Anthropic would go for something so clearly dishonest. Our most important principle for ads says that we wont do"
X Link 2026-02-04T23:54Z 125.6K followers, 18.3K engagements

"Opening Night February 19th the Athenaeum Center Chicago. I keep [--] seats for my followers DM me if interested"
X Link 2026-02-05T00:00Z 125.5K followers, 14K engagements

"I admire Elon Musk's attitude not to compromise with an unwarranted lawsuit and going to trial instead of settling for $60m paid by the company's insurance. It demonstrates an attachment to the value of Truth very few people display these days. via @WSJ https://www.wsj.com/articles/elon-musk-takes-stand-in-court-to-defend-purchase-of-solarcity-11626098958reflink=desktopwebshare_twitter https://www.wsj.com/articles/elon-musk-takes-stand-in-court-to-defend-purchase-of-solarcity-11626098958reflink=desktopwebshare_twitter"
X Link 2021-07-12T19:49Z 125.8K followers, [----] engagements

"Christmas present coming your way. Almost there (either [----] retweet or [----] likes works.) We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to discuss findings first week of Jan. https://t.co/4Ng1Qy0FS6 We published this today. Phenomenal analytical work to understand how things could play out. give us [----] retweets and [----] likes and we make it publicly available and do a space to discuss findings first week of Jan. https://t.co/4Ng1Qy0FS6"
X Link 2025-12-25T00:12Z 126K followers, 35.5K engagements

"Model [--] is critical to the continued success of $TSLA and we should learn a lot more this week about it. Here is an overview of what we expect in [--] slides.👇"
X Link 2023-02-27T01:02Z 126K followers, 666.4K engagements

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