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@_SFTahoe "@gigshot_ Difference is this robot one shotted the dance. Watched a video once and performed it. A robot smart enough to be able to learn from video is a powerful utility unlock"
@_SFTahoe on X 2025-07-25 03:57:55 UTC 19K followers, XX engagements

"TESLA AFFORDABLE MODELS The more affordable models produced on the same lines started production in June (meeting promised first half 2025) but will be sold in Q4: Q3: Tesla will push hard on current models to avoid complexity (and deliver as many models to customers prior to tax credit expiration). Q4: When US tax credits fall away Tesla will have the more affordable models ready for everyone in Q4. The goal of these products is not to negatively impact revenue or gross margin but to make a car that everyone loves and wants at a more affordable price. Tesla Q225 Earnings Call"
@_SFTahoe on X 2025-07-23 22:20:16 UTC 18.9K followers, 7904 engagements

"Doubters: Tesla FSD could never handle Roundabouts Tesla:"
@_SFTahoe on X 2025-07-25 12:17:48 UTC 19K followers, 15.9K engagements

"TESLA IS AN AI COMPANY What car manufacturer has Over 100K H100 Equivalents Planned to expand to over 120K by the end of the third quarter 🔥👀 Car manufacturers DONT have AI compute clusters. RoboTaxi AI and Robotics companies DO. Look at what a company is actually doingdont get distracted by RoboTaxi partnership announcements that arent backed by 100k plus GPUs"
@_SFTahoe on X 2025-07-23 21:07:27 UTC 19K followers, 6528 engagements

"Plus Optimus Tesla Semi CyberCab. @piangfa @LandonoftheWest @_MountainsSea Epic talks from knowledgeable panels @lars @FutureJurvetson and special virtual appearance from Elon Musk"
@_SFTahoe on X 2025-07-27 02:39:01 UTC 19K followers, 6189 engagements

"8 YEARS FOR PROFITABILITY All RoboTaxis are not the same TESLA EARNINGS DECK Our efforts to refine the Robotaxi offering in Austin are not location-specific and will allow us to scale to other cities quickly with marginal investment. ONE: TESLAS ROBOTAXI Can scale quickly with a generalized solution and required infrastructure already in place globally. Tesla has the tooled factories superchargers service center & staff globally. The Tesla RoboTaxi is a production vehicle. All paid for out of free cash flow with marginal additional investment required. OTHERS ROBOTAXIS (Waymo for example)"
@_SFTahoe on X 2025-07-23 20:33:03 UTC 18.9K followers, 4359 engagements

"CASH IS KING: Tesla controls its own destiny: We have sufficient liquidity to fund our product roadmap long-term capacity expansion plans and other expenses. Furthermore we will manage the business such that we maintain a strong balance sheet during this uncertain period. Earnings Q225 GROWTH NEEDS TO BE FUNDED It doesnt just happen. A key differentiator between Tesla and the restTeslas high cash (over XXXX Billion) low debt and positive free cash flow means Tesla controls its own destiny. Tesla is not dependent on VCs funding rounds or capital markets to rapidly scale RoboTaxi. Others are"
@_SFTahoe on X 2025-07-23 21:00:56 UTC 18.9K followers, XXX engagements

"FUNDING TESLA ROBOTAXI As soon as there is a cash stream associated with any product you can get financing. Initially will use the balance sheet"
@_SFTahoe on X 2025-07-23 23:15:48 UTC 18.9K followers, 1085 engagements

"Aviation has seen numerous crashes due to faulty sensor data being trusted and acted upon with the recent MCAS incidents as prime examples. Adding more sensor types requires complex sensor fusion and even when run in parallel it introduces latency. A better solution is developing smarter neural networks that can handle edge cases like a human but operate at superhuman speeds with 360-degree always-alert perception. Tesla should not add LiDARthis isnt what is necessary for the model to be superhuman. More compute data training runs a higher parameter count and longer context window will result"
@_SFTahoe on X 2025-07-25 06:31:38 UTC 19K followers, XXX engagements

"Reuters reporting the shareholders proposal will put Teslas investment for xAI up to vote"
@_SFTahoe on X 2025-07-26 01:04:50 UTC 19K followers, 5265 engagements

"@CyberOptimusJ Shareholders divide and conquer Role for everyone in the upcoming vote"
@_SFTahoe on X 2025-07-26 03:24:18 UTC 19K followers, XX engagements

"Shareholder placed proposal on the proxy. As allowed by SEC rules. Blame us not Tesla. Blame the SEC for allowing shareholder proposals if you must. It will pass if the majority of shareholders agree 1) it is a good investment (xAI will be worth more in the future than today); 2) There is clear synergies between the companies. People that answer YES to both will VOTE YES"
@_SFTahoe on X 2025-07-25 21:48:39 UTC 18.9K followers, XXX engagements

"@ByeonChansoo I cant believe the everyone will just copy Tesla narrative persists"
@_SFTahoe on X 2025-07-25 15:28:57 UTC 18.9K followers, XX engagements

"REMEMBER THIS In investing you almost never get the lowest price or sell at the high. There are two questions shareholders should ask themselves that determine if this is a good deal for Tesla: ♦ Is xAI rapidly on its way to a Trillion plus valuation IMO YES. Grok is so good already (I use it multiple times a day for many things) and will have exponentially more compute online faster than competitors. Obtaining a rapid increase in value is an objectively good use of Teslas cash. ♦Are their multiple synergies between the companies IMO again YES. xAI can gain an edge with Teslas real world data"
@_SFTahoe on X 2025-07-25 00:35:22 UTC 19K followers, 1382 engagements

"@eriqbre @thejefflutz @Tesla @TeslaBoomerMama Awesome You never know with Tesla. The Board is great but if we get a heads up at an earnings call again that shareholder proposals are valued we will quickly activate the Tesla Retail army"
@_SFTahoe on X 2025-07-25 22:24:26 UTC 18.9K followers, XX engagements

"@AbelAmos Read the above again. Teslas neural nets are trained for Teslas camera placement and Teslas inference computer to move the controls of a Tesla. This is not 300000 lines plus of rules based code and cant just be copied"
@_SFTahoe on X 2025-07-25 15:27:55 UTC 18.9K followers, XX engagements

"TESLA=REAL WORLD AI LEADER Tesla is MUCH better than Googlemuch better than anyone at real world AI. Elon Musk Q225 Earnings Call"
@_SFTahoe on X 2025-07-23 21:51:10 UTC 18.9K followers, 6449 engagements

"TESLA ENERGY Q225 Earnings Call Batteries are going to be massive The scale of battery demandnot many appreciate how massive it is consider the US has X Terawatt Capacity but operates at a 1/2 Terawatt. With batteries it can double the energy output of the US. Let that sink in Elon Musk"
@_SFTahoe on X 2025-07-23 21:50:03 UTC 18.9K followers, 4837 engagements

"NOW ON TO THE VOTE ♦Do you think xAI is rapidly on its way to a trillion dollar plus company (making it objectively a good investment) ♦Do you see synergies between xAI and Tesla (obvious with Grok already in vehicles). If your answer to one or both questions is YES than vote YES on the proposal for Tesla to invest in xAI. @TeslaBoomerMama"
@_SFTahoe on X 2025-07-25 22:08:33 UTC 19K followers, 27.7K engagements

"WORLDS MOST VALUABLE COMPANY If we execute well Tesla has a shot at being the most valuable company in the world. Elon Musk Q225 Earnings Call"
@_SFTahoe on X 2025-07-23 21:49:03 UTC 19K followers, 30.9K engagements

"WHEN NON-TESLA OWNED CARS ON ROBOTAXI NETWORK We havent really thought that hard about that. One step at a time we need to make sure it works when the vehicles are fully under our control we dont want to jump the gun. Being really paranoid about safety. But I guess like next year confidently next year not sure when next year but confidently next year. Elon Musk Q225 Tesla We will have some criteria before cars can be added to the network. Elon MuskThink AirBnB"
@_SFTahoe on X 2025-07-23 23:14:43 UTC 18.9K followers, 1138 engagements

"The beauty of the bore is that it will clearly determine the majority opinion. You will of course vote how you wanted but it is unfair to classify those in favor as not being long term thinkers or behind Teslas mission and not accurate. I am as long as term shareholder as is possible without a venture fund investment prior to IPO. I am for it because I think it advances Teslas new mission and the upcoming Master Plan X. Also IMO xAI is objectively a good investment for any company as xAI value will likely rise quicker in the near term. AI will take over many jobs and is a whole new industry."
@_SFTahoe on X 2025-07-26 00:02:08 UTC 19K followers, XXX engagements

"Epic X Takeover With @Gfilche @TeslaBoomerMama @herbertong @R6Alex @FutureAZA @_MountainsSea"
@_SFTahoe on X 2025-07-27 02:33:18 UTC 19K followers, 18K engagements

"ELON MUSK I would be surprised if at the end of five years sixty months from now if we are not roughly making 100000 Optimus robots A MONTH. In XX months I would be shocked"
@_SFTahoe on X 2025-07-23 22:10:26 UTC 19K followers, 713.8K engagements

"@pdicarlotrader Smart money=3 day rule in most cases"
@_SFTahoe on X 2025-07-24 03:17:22 UTC 18.9K followers, 2144 engagements

"Teslas FSDs neural nets runs on its inference computers which is a barrier to theft. It isnt rules based lines of code like prior versions. The entire world needs to have sustainable transport and not just the US. Baidu is already looking at switching to end to end neural nets and vision only but they will have to train their model themselves"
@_SFTahoe on X 2025-07-25 05:32:08 UTC 19K followers, XX engagements

"I understand this thought and wanted an investment last year myself. But that opportunity is goneso the question remains: In 2030 will Tesla investors want an investment in xAI or not An argument that the company was worth less a few years or months ago would have caused people to not buy Tesla in 2014 at a split adjusted cost basis of $XX because TSLA had gone up from $XXXX. Or in 2020 at approximately $XXX because it was expensive and growth was baked in. Good companies keep creating new products and markets. Reasoning by analogy is impossible. Vote according to your prioritiesI will only"
@_SFTahoe on X 2025-07-25 01:40:57 UTC 19K followers, XXX engagements

"TESLA ROBOTAXIQ225 Earnings Call ♦Tesla will technically be able to offer autonomous robotaxis to 1/2 the US population by the end of the year. Subject to Regulatory approvals. ♦FSD is the single biggest demand driver. ♦Autonomy is the story. You need the physical product but it is autonomy that launches it to stratospheric levels. ♦Progress on the softwarecurrently think they can 10x the parameter count from what people are presently experiencing Elon Musk Q225 Tesla Earnings Call"
@_SFTahoe on X 2025-07-23 21:52:53 UTC 19K followers, 5273 engagements

"UPDATE: Its all happening Dont mess with Tesla Retail investors We have two confirmed shareholders that will be submitting our Tesla Shareholder Proposal requesting an Investment in xAI 🔥🔥 We will meet the 7/31 deadline for this Shareholder proposal to appear on Proxy Statement for shareholder vote and approval at the upcoming annual meeting. Proposal Draft Text in post below. @tesla @TeslaBoomerMama @robyndenholm @IraEhrenpreis @jgebbia @kimbal @elonmusk"
@_SFTahoe on X 2025-07-24 23:54:40 UTC 19K followers, 59.3K engagements

"@F821836 @Gfilche @Tesla @xai Elon Musk doesnt want that (he specifically posted No to a proposed merger) and many of the AI engineers at xAI want to work for a startup rather than a public company. An investment is the next best thing"
@_SFTahoe on X 2025-07-25 03:37:49 UTC 19K followers, XX engagements

"TESLA INVESTMENT IN xAI Tesla is a publically traded company. Shareholders are welcome to put forward any proposals. Elon Musk Q225 Earnings Call Over 1300 Tesla shareholders sent a letter to the Tesla board almost a year ago requesting an investment in xAI. @TeslaBoomerMama Should we send a second shareholder letter to the board requesting an investment in xAI The synergy between the two companies is clear. @tesla"
@_SFTahoe on X 2025-07-23 22:28:07 UTC 19K followers, 8746 engagements

"@ZerbinChristian From Tesla earnings call yesterday. Yes"
@_SFTahoe on X 2025-07-25 03:53:41 UTC 19K followers, XX engagements

"@narutium At some point we need a better and seamless process for foreign investors that can change their brokerage. All those that can change Avis share exchange to a brokerage that allows them to vote should"
@_SFTahoe on X 2025-07-25 00:11:19 UTC 19K followers, XXX engagements

"Make road trips fun again I did. The Model Y Performance does the driving and I enjoy the view"
@_SFTahoe on X 2025-07-15 22:18:59 UTC 18.8K followers, 5667 engagements