# ![@EdLudlow Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::323248050.png) @EdLudlow Ed Ludlow

Ed Ludlow posts on X about tesla, ai, elon musk, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::323248050/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::323248050/c:line/m:interactions.svg)

- [--] Week [-------] -65%
- [--] Month [---------] +338%
- [--] Months [---------] +53%
- [--] Year [---------] -15%

### Mentions: [--] [#](/creator/twitter::323248050/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::323248050/c:line/m:posts_active.svg)

- [--] Week [--] +30%
- [--] Month [---] +155%
- [--] Months [---] +44%
- [--] Year [---] -26%

### Followers: [------] [#](/creator/twitter::323248050/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::323248050/c:line/m:followers.svg)

- [--] Week [------] +0.36%
- [--] Month [------] +3.20%
- [--] Months [------] +11%
- [--] Year [------] +22%

### CreatorRank: [-------] [#](/creator/twitter::323248050/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::323248050/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.92% [technology brands](/list/technology-brands)  28.07% [finance](/list/finance)  #4481 [automotive brands](/list/automotive-brands)  16.96% [celebrities](/list/celebrities)  #5188 [vc firms](/list/vc-firms)  #46 [cryptocurrencies](/list/cryptocurrencies)  2.34% [countries](/list/countries)  1.75% [gaming](/list/gaming)  1.75% [social networks](/list/social-networks)  1.17%

**Social topic influence**
[tesla](/topic/tesla) #3146, [ai](/topic/ai) 9.36%, [elon musk](/topic/elon-musk) #194, [in the](/topic/in-the) 7.02%, [spacex](/topic/spacex) #50, [ceo](/topic/ceo) 4.68%, [bloomberg](/topic/bloomberg) #214, [business](/topic/business) 3.51%, [rivian](/topic/rivian) #82, [open ai](/topic/open-ai) 2.92%

**Top accounts mentioned or mentioned by**
[@bloombergtv](/creator/undefined) [@theterminal](/creator/undefined) [@aelluswamy](/creator/undefined) [@elonmusk](/creator/undefined) [@techmeme](/creator/undefined) [@sarbjeetjohal](/creator/undefined) [@business](/creator/undefined) [@techtekedra](/creator/undefined) [@mnahmanson](/creator/undefined) [@beffjezos](/creator/undefined) [@rngould](/creator/undefined) [@sawyermerritt](/creator/undefined) [@teslaboomermama](/creator/undefined) [@travisraxelrod](/creator/undefined) [@vr_tonio](/creator/undefined) [@shiringhaffary](/creator/undefined) [@dinabass](/creator/undefined) [@ianmking](/creator/undefined) [@teslaai](/creator/undefined) [@waymo](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Netflix Inc (NFLX)](/topic/$nflx) [The Official [--] coin (76)](/topic/$76) [Rivian Automotive, Inc.  (RIVN)](/topic/$rivn) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Lemonade, Inc. (LMND)](/topic/$lmnd) [Texas Instruments (TXN)](/topic/texas-instruments)
### Top Social Posts
Top posts by engagements in the last [--] hours

"News with @shiringhaffary Nvidia is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round according to sources marking the chipmakers single biggest investment in the ChatGPT developer https://t.co/FosIMD0WvM Nvidia is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round according to sources marking the chipmakers single biggest investment in the ChatGPT developer https://t.co/FosIMD0WvM"  
[X Link](https://x.com/anyuser/status/2018831367698812935)  2026-02-03T23:38Z 31K followers, [----] engagements


"NEWS: Meta is seeking to double Ray-Ban Meta capacity to [--] million units in [----]. If demand is clear talks with EssilorLuxottica included going further to [--] million units. Current capacity for [----] is 10m Bloomberg reporting citing sources @danielelepido @antoniovanuzzo"  
[X Link](https://x.com/EdLudlow/status/2011087552233824404)  2026-01-13T14:46Z 31K followers, 30.9K engagements


"When a startup is born fully capitalized and worth billions seed no longer fits. Call it a coconut or avocado roundthe language hasnt caught up. Some data some thoughts some @beffjezos https://www.bloomberg.com/news/newsletters/2026-01-26/seed-funding-for-startups-has-grown-so-large-it-s-now-a-coconut-round https://www.bloomberg.com/news/newsletters/2026-01-26/seed-funding-for-startups-has-grown-so-large-it-s-now-a-coconut-round"  
[X Link](https://x.com/EdLudlow/status/2015770142085615960)  2026-01-26T12:53Z 31K followers, 80.6K engagements


"BREAKING: Nvidia investing an additional $2 billion in to Corweave to accelerate capacity buildout. Nvidia will also make Vera CPU available as standlone offering with Coreweave to deploy first. Many design wins to come. Story @dinabass @ianmking on @TheTerminal"  
[X Link](https://x.com/EdLudlow/status/2015772201937469797)  2026-01-26T13:01Z 30.9K followers, 136.8K engagements


"Bloomberg interview with Nvidia CEO Jensen Huang on the Vera CPU Plan: "For the very first time we're going to be offering Vera CPUs. Vera is such an incredible CPU. We're going to offer Vera CPUs as a standalone part of the infrastructure. And so not only not only can you run your computing stack on NVIDIA GPUs you can now also run your computing stack wherever their CPU workload run on Nvidia CPUs. ""Vera is completely revolutionary.Coreweave is going to have to race if Coreweave's going to be the first to stand up Vera CPUs. We haven't announced any of our CPU design wins but there are"  
[X Link](https://x.com/EdLudlow/status/2015774297848222023)  2026-01-26T13:10Z 30.9K followers, 117.9K engagements


"Bridgit Mendler's Northwood has raised a $100 million series B co led by Washington Harbour Partners and a16z. Bridigt will join us on Bloomberg Tech later this morning (830amPT)"  
[X Link](https://x.com/EdLudlow/status/2016139022020837436)  2026-01-27T13:19Z 31K followers, 35.4K engagements


"Oura ring: been wearing for two weeks (I conducted an extended on-stage convo with Oura CEO @tomeghale at CES and when I got home my wife had got me one). The sleep data has help me a lot for the 3am alarm and wake up for work. But one big takeaway I dont wear an apple watch daily anymore. I wear it when I work out. But its all linked to Health and the same ecosystem of apps/inputs. Find that interesting https://twitter.com/i/web/status/2016228506435518493 https://twitter.com/i/web/status/2016228506435518493"  
[X Link](https://x.com/EdLudlow/status/2016228506435518493)  2026-01-27T19:15Z 31K followers, [----] engagements


"Softbank the publicly traded proxy for OpenAI Re Softbank considering putting additional $30B in to OAI this graf is worth studying from @rachelmetz @joshua_sisco. "Japanese retail investors helped lift SoftBanks shares to a record high last year seeing them as a proxy for OpenAI. But ChatGPTs outlook is less rosy now given rising competition from the likes of Googles Gemini said Amir Anvarzadeh Japan equity strategist at Asymmetric Advisors. And yet Son is all in betting the house on this he said." https://twitter.com/i/web/status/2016513708231733687"  
[X Link](https://x.com/EdLudlow/status/2016513708231733687)  2026-01-28T14:08Z 30.9K followers, [----] engagements


"Tesla seeing CapEx of $20 billion in '26 is notable. By comparison -- capex in [----] was $8.5B in [----] it was $11.3B and in [----] it was $8.9B"  
[X Link](https://x.com/EdLudlow/status/2016647102961766579)  2026-01-28T22:58Z 30.9K followers, 15.3K engagements


"So my question is: has there ever been a mega fab that has handled logic memory and packaging on one site Assume: no And what are the reasons why And how would that work"  
[X Link](https://x.com/EdLudlow/status/2016709318670946471)  2026-01-29T03:05Z 30.9K followers, [----] engagements


"One observation on this: Tesla ranks low on Nvidia and Samsung's list of customers - not making the top ten of either and accounting for less than 1% of their sales according to data compiled by Bloomberg. On the flip side spending on Nvidia gear accounts for 13% of Tesla's capital spending budget. Elon Musk said Tesla needs to build what he is calling a TeraFab to manufacture semiconductors a massive undertaking that will cost billions of dollars and mark another expansion beyond the companys core EV business https://t.co/PaLFqRMqIy Elon Musk said Tesla needs to build what he is calling a"  
[X Link](https://x.com/EdLudlow/status/2016891710320890345)  2026-01-29T15:10Z 31K followers, 47.9K engagements


"SpaceX - xAI - Tesla SpaceX Merger Provides Lifeline for Musks Debt-Ridden AI Startup https://t.co/KRnoXjmiUm SpaceX Merger Provides Lifeline for Musks Debt-Ridden AI Startup https://t.co/KRnoXjmiUm"  
[X Link](https://x.com/EdLudlow/status/2019417467903459822)  2026-02-05T14:26Z 31K followers, 24.8K engagements


"NEWS: Amazon sees [----] CapEx at $200B (consensus: $146.1B)"  
[X Link](https://x.com/EdLudlow/status/2019518306211033237)  2026-02-05T21:07Z 31K followers, [----] engagements


"The semiconductor industry will reach $1 trillion in revenue this year for the first time ever (Source: SIA) Forecasters previously thought it might take four more years to reach a trillion-dollar lev The semiconductor industry will reach $1 trillion in revenue this year for the first time ever fueled by AI and the spread of computer chips to virtually every part of the economy https://t.co/ImLdbW5ZGJ The semiconductor industry will reach $1 trillion in revenue this year for the first time ever fueled by AI and the spread of computer chips to virtually every part of the economy"  
[X Link](https://x.com/EdLudlow/status/2019779445196816604)  2026-02-06T14:25Z 31K followers, [----] engagements


"Nvidia +4% trading at highest level since November 12"  
[X Link](https://x.com/EdLudlow/status/2020872504403722310)  2026-02-09T14:48Z 31K followers, [----] engagements


"@vr_tonio Well happy to hear them Thanks"  
[X Link](https://x.com/EdLudlow/status/2021322355231031658)  2026-02-10T20:36Z 31K followers, [--] engagements


"RT @EdLudlow: Jeff Lawson is back. With a Fusion/laser startup. $450m series A"  
[X Link](https://x.com/anyuser/status/2021704950691377260)  2026-02-11T21:56Z 31K followers, [--] engagements


"RT @business: Waymo is on its way with no shortage of potential for scale. https://www.bloomberg.com/news/newsletters/2026-02-12/waymo-car-coming-to-london-later-this-year-ceo-saystaid=698de6e019a744000112ee12&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/newsletters/2026-02-12/waymo-car-coming-to-london-later-this-year-ceo-saystaid=698de6e019a744000112ee12&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/anyuser/status/2021967414150541456)  2026-02-12T15:19Z 31K followers, [--] engagements


"Amazon is going to spend one Texas Instruments or one Citigroups worth of CapEx this year. NEWS: Amazon sees [----] CapEx at $200B (consensus: $146.1B) NEWS: Amazon sees [----] CapEx at $200B (consensus: $146.1B)"  
[X Link](https://x.com/EdLudlow/status/2019530576123044057)  2026-02-05T21:56Z 31K followers, [----] engagements


"News from inside Tesla. Joe Ward has been promoted to lead SSD globally 👇 Tesla taps a leader of its European operations to oversee electric-vehicle sales globally in the latest leadership change at the companys struggling automotive business https://t.co/YugqRUO423 Tesla taps a leader of its European operations to oversee electric-vehicle sales globally in the latest leadership change at the companys struggling automotive business https://t.co/YugqRUO423"  
[X Link](https://x.com/EdLudlow/status/2021309157027053938)  2026-02-10T19:43Z 31K followers, 41.6K engagements


"A lot of you listen to the show as audio only and podcast form. Appreciate it. Welcome your feedback"  
[X Link](https://x.com/EdLudlow/status/2021311741683171450)  2026-02-10T19:54Z 31K followers, [----] engagements


"Rivian is up 25% at the open biggest jump since June [----] (on track to be biggest jump since nov '21 IPO) It has given investors hope (R2 scaling AI) https://www.bloomberg.com/news/articles/2026-02-12/rivian-warns-losses-to-persist-ahead-of-next-generation-ev-debut https://www.bloomberg.com/news/articles/2026-02-12/rivian-warns-losses-to-persist-ahead-of-next-generation-ev-debut"  
[X Link](https://x.com/EdLudlow/status/2022318578410893547)  2026-02-13T14:34Z 31K followers, [----] engagements


"RT @EdLudlow: A lot of you listen to the show as audio only and podcast form. Appreciate it. Welcome your feedback"  
[X Link](https://x.com/EdLudlow/status/2021589312840556996)  2026-02-11T14:17Z 31K followers, [--] engagements


"So many tv film and video game pointers here lads: Cryo As humans prepare for longer trips in space NASA and researchers are trying to figure out how to protect people against the risks of prolonged travel beyond Earth. https://t.co/2zezJPniHc As humans prepare for longer trips in space NASA and researchers are trying to figure out how to protect people against the risks of prolonged travel beyond Earth. https://t.co/2zezJPniHc"  
[X Link](https://x.com/EdLudlow/status/2021601867675869238)  2026-02-11T15:06Z 31K followers, [----] engagements


"RT @business: Instagram boss Adam Mosseri is set to take the stand at a landmark trial over social media addiction https://www.bloomberg.com/news/articles/2026-02-11/instagram-boss-to-defend-platform-its-researcher-called-a-drugtaid=698cb9ce73a508000152462b&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter https://www.bloomberg.com/news/articles/2026-02-11/instagram-boss-to-defend-platform-its-researcher-called-a-drugtaid=698cb9ce73a508000152462b&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter"  
[X Link](https://x.com/EdLudlow/status/2021637947234431225)  2026-02-11T17:30Z 31K followers, [--] engagements


"https://x.com/EdLudlow/status/2021727394613407896s=20 WAYMO AIMS FOR [--] MILLION WEEKLY RIDES BY [----] Waymo is shifting from proving autonomous driving works to scaling it. By the end of [----] the Alphabet-backed company targets over one million paid rides per week. The company operates in six U.S. cities currently handling https://x.com/EdLudlow/status/2021727394613407896s=20 WAYMO AIMS FOR [--] MILLION WEEKLY RIDES BY [----] Waymo is shifting from proving autonomous driving works to scaling it. By the end of [----] the Alphabet-backed company targets over one million paid rides per week. The company"  
[X Link](https://x.com/EdLudlow/status/2021968099109716398)  2026-02-12T15:22Z 31K followers, [----] engagements


"RT @niccruzpatane: Waymo Co-CEO on Waymos sensor approach in a new Bloomberg interview: If you can see and smell and taste and have all"  
[X Link](https://x.com/EdLudlow/status/2021994125067944389)  2026-02-12T17:05Z 31K followers, [--] engagements


"Onodrim is emerging from stealth with an audacious pitch: it wants to build Europes next industrial powerhouse for war. Palantir alumni Thiel-backed Amsterdam based [--] million seed. And yes. Ents. https://www.bloomberg.com/news/articles/2026-02-13/palantir-alumni-launch-thiel-backed-european-defense-startup https://www.bloomberg.com/news/articles/2026-02-13/palantir-alumni-launch-thiel-backed-european-defense-startup"  
[X Link](https://x.com/EdLudlow/status/2022344569925283929)  2026-02-13T16:18Z 31K followers, 16.3K engagements


"FSD (Supervised): 14.2.2.3 For several days in past two weeks have encountered an issue previously outlined in below post from Aug [----] and v12.5.3 On my route to work there's a lighted junction just before the [---] ramp. And just before the [---] ramp there's a right turn to a side road (in this scenario the bus icon in the image represents my car). The map on the screen with the blue line clearly shows the car intends to go forward over the bridge and right down the freeway ramp. But several times FSD has decided to turn immediately right down the side road prior to the freeway ramp. I have"  
[X Link](https://x.com/EdLudlow/status/2019053191930003620)  2026-02-04T14:19Z 31K followers, [----] engagements


"Waymos Tekedra Mawakana agreed to sit down for a long extended interview. We talked about everything from the fund raise to goals for [----] Santa Monica and Austin safety incidents and expansion to UK and Japan. .@Waymo co-CEO @TechTekedra tells @EdLudlow that "by the end of [----] we will be doing over [--] million trips per week" https://t.co/0obv7Z8FRn https://t.co/ViPSlKzO0M .@Waymo co-CEO @TechTekedra tells @EdLudlow that "by the end of [----] we will be doing over [--] million trips per week" https://t.co/0obv7Z8FRn https://t.co/ViPSlKzO0M"  
[X Link](https://x.com/EdLudlow/status/2021727394613407896)  2026-02-11T23:25Z 31K followers, 23.7K engagements


"@LongBoxPract Full interview: https://youtu.be/mdXmvoWo3t4si=UuXMxVSm_NC92YTM https://youtu.be/mdXmvoWo3t4si=UuXMxVSm_NC92YTM"  
[X Link](https://x.com/EdLudlow/status/2021782920562975011)  2026-02-12T03:06Z 31K followers, [----] engagements


"RT @business: Waymo Alphabets autonomous driving unit will hit more than [--] million paid weekly robotaxi rides in the US by the end of th"  
[X Link](https://x.com/EdLudlow/status/2021920382157296044)  2026-02-12T12:12Z 31K followers, [--] engagements


"RT @TechTekedra: Great conversation with @EdLudlow on @Bloomberg today about @Waymos $16B raise scaling to over 400K paid trips per week"  
[X Link](https://x.com/EdLudlow/status/2021923099240018077)  2026-02-12T12:23Z 31K followers, [--] engagements


"Rivian is down almost 30% in the first [--] weeks of 2026"  
[X Link](https://x.com/EdLudlow/status/2021997912667062308)  2026-02-12T17:20Z 31K followers, 15.5K engagements


"October [----]. Buying Twitter is an accelerant to creating X the everything app Buying Twitter is an accelerant to creating X the everything app"  
[X Link](https://x.com/EdLudlow/status/2022294638439362940)  2026-02-13T12:59Z 31K followers, 15.1K engagements


"To kickstart its ambitions the startup has raised [--] million ($48 million) in a debut funding round it told Bloomberg led by Peter Thiels Founders Fund Lakestar and General Catalyst. Palantir alumni Aistis Simaitis and Alexander Blessing co-founded the firm along with Christian Garrett. Garretts [---] Ventures also has stakes in Anduril and Elon Musks SpaceX along with several other US defense tech startups. https://twitter.com/i/web/status/2022356560002101583 https://twitter.com/i/web/status/2022356560002101583"  
[X Link](https://x.com/EdLudlow/status/2022356560002101583)  2026-02-13T17:05Z 31K followers, [----] engagements


"NEWS: SpaceX is considering a dual-class share structure in its planned IPO. A two-tier structure would give select shareholders stock with extra voting power (including Elon Musk). Story @TheTerminal with @rngould"  
[X Link](https://x.com/EdLudlow/status/2022379301795164387)  2026-02-13T18:36Z 31K followers, 87.2K engagements


"Goodnight lads Anduril Industries Inc. is in discussions about a new round of funding that could value the defense technology startup at almost $60 billion The Information reported citing a person familiar with the plans. https://t.co/iSRDWajeGK Anduril Industries Inc. is in discussions about a new round of funding that could value the defense technology startup at almost $60 billion The Information reported citing a person familiar with the plans. https://t.co/iSRDWajeGK"  
[X Link](https://x.com/EdLudlow/status/2022495463979782270)  2026-02-14T02:17Z 31K followers, [----] engagements


"Tomorrow. Elon Musk joins Bloomberg at QEF. To be discussed: DOGE Tesla SpaceX Starlink Neuralink and more. @elonmusk"  
[X Link](https://x.com/EdLudlow/status/1924447585903034628)  2025-05-19T12:50Z 31K followers, 90.6K engagements


"News: we are reporting that the SpaceX IPO targeted for mid [----] seeks to raise significantly more than $30 billion (exceeding what Aramco raised in their 2019) IPO. The valuation would be near to/around $1.5 trillion. One rationale to raise that much money: data center in space Report @TheTerminal with @byEricMJohnson"  
[X Link](https://x.com/EdLudlow/status/1998492549380714875)  2025-12-09T20:38Z 31K followers, 333.5K engagements


"NEWS: SpaceX has considered a potential merger with Tesla as well as an alternative combination with xAI. Investors have pushed the Tesla option. Nothing final. Report @TheTerminal with @DNair5 @kielporter @lorengrush"  
[X Link](https://x.com/EdLudlow/status/2016998820354093191)  2026-01-29T22:16Z 31K followers, 367.5K engagements


"BREAKING: Elon Musk confirms SpaceX/xAI merger in a memo to company staff. More to follow @TheTerminal Reporting with @lorengrush"  
[X Link](https://x.com/EdLudlow/status/2018430433885823474)  2026-02-02T21:04Z 31K followers, 194.5K engagements


"Question: What happens to all the debt tied to xAI/X in this all-stock combination with SpaceX. (We just reported but its all-stock deal valuing SpaceX at $1T and xAI at $250B)"  
[X Link](https://x.com/EdLudlow/status/2018471461036724390)  2026-02-02T23:47Z 31K followers, 34.6K engagements


"Bloomberg Intelligence research on Anthropic @TheTerminal: (John Davies with Tom Ward) Claude Legal Lacks Data Moat Favoring Specialists Relx Wolters Anthropic's legal plug-in for its Claude Cowork AI looks unlikely to usurp specialist legal solutions providers including Relx (which makes 20% of its sales from legal) and Wolters Kluwer as it doesn't have access to the necessary proprietary data such as rulings. Still we think it puts pressure on pricing and takeup for some use cases as it can work to a detailed brief for contract review designed by an in-house lawyer that doesn't require case"  
[X Link](https://x.com/EdLudlow/status/2019409235445248138)  2026-02-05T13:54Z 31K followers, [----] engagements


"Tech sector reaction to Amazon's $200 billion CapEx forecast: (premarket) AMZN -8.5% Nvidia +3% AMD +3% Broadcom +4% Micron +3.5% Sandisk +5% Coreweave +5% Oracle +2% Chip equipment makers data center supply chain and nuclear stocks all higher too"  
[X Link](https://x.com/EdLudlow/status/2019768927472197861)  2026-02-06T13:43Z 31K followers, [----] engagements


"Jeff Lawson is back. With a Fusion/laser startup. $450m series A Jeff Lawson is back this time with a big bet on fusion. Energy startup Inertia has raised $450 million to start developing a power plant that hinges on building the worlds most powerful lasers. The Livermore California-based company expects to begin construction in [----] on a https://t.co/NC3MVDgYfL Jeff Lawson is back this time with a big bet on fusion. Energy startup Inertia has raised $450 million to start developing a power plant that hinges on building the worlds most powerful lasers. The Livermore California-based company"  
[X Link](https://x.com/EdLudlow/status/2021671206496481533)  2026-02-11T19:42Z 31K followers, [----] engagements


"RT @BloombergTV: Jeff Lawson is back this time with a big bet on fusion. Energy startup Inertia has raised $450 million to start developin"  
[X Link](https://x.com/EdLudlow/status/2021676802427768994)  2026-02-11T20:04Z 31K followers, [--] engagements


"RT @BloombergTV: .@Waymo co-CEO @TechTekedra tells @EdLudlow that "by the end of [----] we will be doing over [--] million trips per week" http"  
[X Link](https://x.com/EdLudlow/status/2021725746532847810)  2026-02-11T23:19Z 31K followers, [--] engagements


"RT @Techmeme: Waymo co-CEO Tekedra Mawakana expects the company to hit 1M+ paid weekly robotaxi rides in the US by the end of [----] up from"  
[X Link](https://x.com/EdLudlow/status/2021920423932481835)  2026-02-12T12:12Z 31K followers, [--] engagements


"RT @EdLudlow: @LongBoxPract Full interview: https://youtu.be/mdXmvoWo3t4si=UuXMxVSm_NC92YTM https://youtu.be/mdXmvoWo3t4si=UuXMxVSm_NC92YTM"  
[X Link](https://x.com/EdLudlow/status/2021923229636735338)  2026-02-12T12:23Z 31K followers, [--] engagements


"RT @Techmeme: Simile which uses AI to help companies predict human behavior including guessing items customers might buy raised $100M le"  
[X Link](https://x.com/EdLudlow/status/2021943563437977890)  2026-02-12T13:44Z 31K followers, [--] engagements


"RT @EdLudlow: Waymos Tekedra Mawakana agreed to sit down for a long extended interview. We talked about everything from the fund raise to"  
[X Link](https://x.com/EdLudlow/status/2021948112043114769)  2026-02-12T14:02Z 31K followers, [--] engagements


"@CyberWagen No - I have a Tesla Model Y with another year on the lease but I think for my wife and our family we need a vehicle larger than R2. R1S is expensive but i've enjoyed driving one in the past"  
[X Link](https://x.com/EdLudlow/status/2021999043308900498)  2026-02-12T17:25Z 31K followers, [---] engagements


"RT @EdLudlow: A behaviour model where one use is for public companies to predict which questions anaylsts might ask on an earnings call: th"  
[X Link](https://x.com/EdLudlow/status/2022015272568381803)  2026-02-12T18:29Z 31K followers, [--] engagements


"RT @ChrisRMcGuire: This is a massive deal. OpenAI says DeepSeek and other Chinese AI labs are building their models by illicitly distillin"  
[X Link](https://x.com/EdLudlow/status/2022309875871551924)  2026-02-13T14:00Z 31K followers, [---] engagements


"RT @EdLudlow: Waymos Tekedra Mawakana agreed to sit down for a long extended interview. We talked about everything from the fund raise to"  
[X Link](https://x.com/EdLudlow/status/2022328291231928442)  2026-02-13T15:13Z 31K followers, [--] engagements


"RT @Jannikschg: Excited for what the team around @CGarrett_15 is building at Onodrim As a German-born investor Ive seen firsthand how Eu"  
[X Link](https://x.com/EdLudlow/status/2022454287415300138)  2026-02-13T23:34Z 31K followers, [--] engagements


"News: Bloomberg Defense Tech special live from Anduril this Friday. We speak to Andurils Brian Schimpf Palmer Luckey @PalantirTechs Shyam Sankar True Anomalys Even Rogers Vannevar Labs Erin Biggers and Morgan Hitzig Venrock partner. Welcome questions. Tune in"  
[X Link](https://x.com/EdLudlow/status/1975655058122678594)  2025-10-07T20:10Z 31K followers, 19.3K engagements


"I spent a lot of time looking in to why Rivian doing its own AI Chip in place of Nvidia Orin (or future Gens) and adding Lidar makes sense. Here is the result: a short doc. Welcome your feedback https://www.youtube.com/watchv=f31Cj5GgBxo https://www.youtube.com/watchv=f31Cj5GgBxo"  
[X Link](https://x.com/EdLudlow/status/1999180457217524002)  2025-12-11T18:12Z 31K followers, 94.4K engagements


"Just bought a modest gaming laptop with NVIDIA GeForce RTX [----] and Intel Core i5-13420H. Was good value. Honestly am stoked"  
[X Link](https://x.com/EdLudlow/status/2019166027343704338)  2026-02-04T21:47Z 31K followers, [----] engagements


"Lots of you asked for the link. Here it is: (Acer Nitro v15 with Intel i5 and Nvidia Geforce RTX 4050): https://a.co/d/0cDaQs3y Just bought a modest gaming laptop with NVIDIA GeForce RTX [----] and Intel Core i5-13420H. Was good value. Honestly am stoked. https://a.co/d/0cDaQs3y Just bought a modest gaming laptop with NVIDIA GeForce RTX [----] and Intel Core i5-13420H. Was good value. Honestly am stoked"  
[X Link](https://x.com/EdLudlow/status/2019778485615501485)  2026-02-06T14:21Z 31K followers, [----] engagements


"How big / what dimension are AI satellites (space data centers) to be"  
[X Link](https://x.com/EdLudlow/status/2020871853938528426)  2026-02-09T14:46Z 31K followers, 10.8K engagements


"The readership on this was/is nuts. Thank you everyone who got through the newsletter on "seed" funding rounds. When a startup is born fully capitalized and worth billions seed no longer fits. Call it a coconut or avocado roundthe language hasnt caught up. Some data some thoughts some @beffjezos https://t.co/QQTRGIZKqU When a startup is born fully capitalized and worth billions seed no longer fits. Call it a coconut or avocado roundthe language hasnt caught up. Some data some thoughts some @beffjezos https://t.co/QQTRGIZKqU"  
[X Link](https://x.com/EdLudlow/status/2021237107100922362)  2026-02-10T14:57Z 31K followers, [----] engagements


"Need a newsletter topic for Monday. Don't think anything can top to the mango/coconut/avocado seed writing. But open to ideas"  
[X Link](https://x.com/EdLudlow/status/2021963792670916790)  2026-02-12T15:05Z 31K followers, [----] engagements


"RT @annmarie: The list first published in [----] now includes more than [---] entities accused of working with the Chinese military. The name"  
[X Link](https://x.com/EdLudlow/status/2022317295574691913)  2026-02-13T14:29Z 31K followers, [--] engagements


"NEWS: Waymo has confirmed it raised $16 billion at a $126 billion post-money valuation. Round led by new investors Sequoia Capital DST Global and Dragoneer. My understanding (sources) is $13B is from Alphabet. Story @TheTerminal - confirms our reporting on saturday @ak_mna"  
[X Link](https://x.com/EdLudlow/status/2018445754365600232)  2026-02-02T22:05Z 31K followers, 307.6K engagements


"A behaviour model where one use is for public companies to predict which questions anaylsts might ask on an earnings call: thoughts AI startup Simile has raised $100 million in a new round of funding to help companies predict human behavior https://t.co/nzssLe4mjC AI startup Simile has raised $100 million in a new round of funding to help companies predict human behavior https://t.co/nzssLe4mjC"  
[X Link](https://x.com/EdLudlow/status/2021949261290910038)  2026-02-12T14:07Z 31K followers, [----] engagements


"Steve playing [--] Your Chelsea side tonight 🫡 #CFC #EmiratesFACup https://t.co/5vVUeQuVSL Your Chelsea side tonight 🫡 #CFC #EmiratesFACup https://t.co/5vVUeQuVSL"  
[X Link](https://x.com/EdLudlow/status/2022388050911990004)  2026-02-13T19:11Z 31K followers, [---] engagements


"Has anyone on here successfully downloaded installed and launched the Star Wars Genesis mod for Starfield"  
[X Link](https://x.com/EdLudlow/status/2022314007701725360)  2026-02-13T14:16Z 31K followers, [----] engagements


"Where my nerds at Has anyone on here successfully downloaded installed and launched the Star Wars Genesis mod for Starfield Has anyone on here successfully downloaded installed and launched the Star Wars Genesis mod for Starfield"  
[X Link](https://x.com/EdLudlow/status/2022391524273901806)  2026-02-13T19:24Z 31K followers, [----] engagements


"This guy gets it 😐 @EdLudlow I see you on Bloomberg all the time and always thought you were brilliant. I didnt realize you were chill af too. @EdLudlow I see you on Bloomberg all the time and always thought you were brilliant. I didnt realize you were chill af too"  
[X Link](https://x.com/EdLudlow/status/2022495748311638359)  2026-02-14T02:18Z 31K followers, [----] engagements


"For many weeks we have talking about Oracles debt pile and the warning single of it swinging to negative free cash flow for first time since [--]. Last night @davidgura and I discussed it on the Big Take. Today that warning single flashed red The Oracle CDS market exploded"  
[X Link](https://x.com/EdLudlow/status/1991648115594785111)  2025-11-20T23:21Z 29.4K followers, [----] engagements


"I regret I didnt ask Jensen about Gemini [--] and TPUs"  
[X Link](https://x.com/EdLudlow/status/1991649423345303654)  2025-11-20T23:26Z 29.4K followers, [----] engagements


"Whos got Willow Sports Live up right now"  
[X Link](https://x.com/EdLudlow/status/1991698611353325598)  2025-11-21T02:42Z 30K followers, [----] engagements


"Absolutely love the CBS champions league coverage. Its a top top product. The Paramount+ app needs a serious look at it though"  
[X Link](https://x.com/EdLudlow/status/1993482501340455242)  2025-11-26T00:50Z 29.4K followers, [---] engagements


"Back from Thanksgiving trip and can now update FSD"  
[X Link](https://x.com/EdLudlow/status/1995331114265973233)  2025-12-01T03:16Z 29.4K followers, [----] engagements


"Masayoshi Son on Softbanking selling out of its Nvidia stake: I dont want to sell a single share. I just had more need for money to invest in OpenAI and other projects Son said during the FII Priority Asia forum. I was crying to sell Nvidia shares"  
[X Link](https://x.com/EdLudlow/status/1995471670333550711)  2025-12-01T12:34Z 29.4K followers, [----] engagements


"AWS re:Invent"  
[X Link](https://x.com/EdLudlow/status/1995644963162603520)  2025-12-02T00:03Z 29.4K followers, [----] engagements


"AWS CEO Matt Garman joins us live on @BloombergTV at 3pmET. First opportunity ask about Trainium3 Nova [--] and a generation of Frontier agents developed by Amazon. Welcome your questions $AMZN"  
[X Link](https://x.com/EdLudlow/status/1995887288283439265)  2025-12-02T16:06Z 29.4K followers, [----] engagements


"A stat I've been pondering overnight from Bloomberg reporting on Cambricon: China is expected to spend $98B this year on AI with particular focus on chip independence. Nvidia which has baseline assumption of ZERO China revenue for DC will do $190B of DC sales in FY26"  
[X Link](https://x.com/EdLudlow/status/1996572886992085114)  2025-12-04T13:30Z 29.4K followers, [----] engagements


"Tesla FSD (Supervised) v14.2.1: first time using and in (standard mode). No disengagements no significant moments across the [--] mile commute. Observations: v14.2.1 sticks much more closely in standard mode to the stated speed limit and reacts more quickly when speed limit changes. At Golden Gate Bridge Toll lane the FSD matrix/UX on the screen clearly identified the greenlights on the lane it chose to guide too. I may be wrong but I had never noticed that on prior versions. I didn't get any attention monitoring warnings at all in the course of normal behavior (hands in lap eyes on road but"  
[X Link](https://x.com/EdLudlow/status/1996925941868610047)  2025-12-05T12:53Z 29.7K followers, 22.6K engagements


"We are shooting a doc/longer episode on state of Robotaxis in [----]. We're in process of speaking to all of the main US players. I have invited Tesla to participate through every means available and written @aelluswamy @elonmusk direct and to the board etc. Yet to hear back"  
[X Link](https://x.com/EdLudlow/status/1996927208628346927)  2025-12-05T12:58Z 30.2K followers, 61K engagements


"Here is the episode we did reviewing only autonomous trucks: https://www.youtube.com/watchv=U4E_h22C34M @EdLudlow @aelluswamy @elonmusk Hopefully you cover self-driving trucks too. See what Aurora Innovation is doing in Texas. Definitely will be safer but trucking/transport is the number [--] employment category for American men. Will definitely be some displacement https://www.youtube.com/watchv=U4E_h22C34M @EdLudlow @aelluswamy @elonmusk Hopefully you cover self-driving trucks too. See what Aurora Innovation is doing in Texas. Definitely will be safer but trucking/transport is the number 1"  
[X Link](https://x.com/EdLudlow/status/1996955449221120366)  2025-12-05T14:50Z 29.4K followers, [----] engagements


"The MOST important question from @paayalzaveri (the only question) $NFLX $WBD Does this mean we now only pay for Netflix And we don't have to pay for Netflix and HBO Max"  
[X Link](https://x.com/EdLudlow/status/1996962237559554490)  2025-12-05T15:17Z 29.4K followers, [---] engagements


"$SATS shares +13% after WSJ report on SpaceX valuation"  
[X Link](https://x.com/EdLudlow/status/1997019227920928796)  2025-12-05T19:04Z 29.8K followers, [----] engagements


"Just past a cybercab in Palo Alto out testing in convoy with Cybertruck on page mill road off the HP campus. Not fast enough on photo"  
[X Link](https://x.com/EdLudlow/status/1998896167531458651)  2025-12-10T23:22Z 29.8K followers, 17.9K engagements


"@mweinbach I asked about partners they aren't disclosing. I do think its based on Arm"  
[X Link](https://x.com/EdLudlow/status/1999189459523514479)  2025-12-11T18:48Z 29.7K followers, [----] engagements


"@mweinbach They see a road to that possible with LDM getting more from Orin via camera and radar but my understanding is thats the firsr real offer of Autonomy+ on Gen [--] stack"  
[X Link](https://x.com/EdLudlow/status/1999191034488877527)  2025-12-11T18:54Z 29.7K followers, [--] engagements


"Also - finally some video of me in my car using FSD (just around SF) Rivian is betting big that its own AI chip and new lidar technology will be the key to real autonomy. @EdLudlow went hands-on with the tech as the EV maker steps away from Nvidia https://t.co/vGkYYuxNF8 https://t.co/tbN7Lj54Eh Rivian is betting big that its own AI chip and new lidar technology will be the key to real autonomy. @EdLudlow went hands-on with the tech as the EV maker steps away from Nvidia https://t.co/vGkYYuxNF8 https://t.co/tbN7Lj54Eh"  
[X Link](https://x.com/EdLudlow/status/1999488749919719765)  2025-12-12T14:37Z 29.7K followers, [----] engagements


"Rivian is up 13% today having dropped 6% yesterday after the announcements. $RIVN I spent a lot of time looking in to why Rivian doing its own AI Chip in place of Nvidia Orin (or future Gens) and adding Lidar makes sense. Here is the result: a short doc. Welcome your feedback https://t.co/EqdBkrsZAE I spent a lot of time looking in to why Rivian doing its own AI Chip in place of Nvidia Orin (or future Gens) and adding Lidar makes sense. Here is the result: a short doc. Welcome your feedback https://t.co/EqdBkrsZAE"  
[X Link](https://x.com/EdLudlow/status/1999491868443431009)  2025-12-12T14:49Z 29.8K followers, [----] engagements


"US vs EU vs China vs Other on funding allocated for chips"  
[X Link](https://x.com/EdLudlow/status/1999504713721794943)  2025-12-12T15:40Z 29.7K followers, [----] engagements


"Today From the report: SpaceX has authorized an insider share sale that values Elon Musks rocket and satellite maker at about $800 billion according to a company message seen by Bloomberg on Friday. The company also said its preparing for a possible public offering in [----] a deal aimed at funding an insane flight rate for its developmental Starship rocket artificial intelligence data centers in space and a base on the moon"  
[X Link](https://x.com/EdLudlow/status/1999652047520666094)  2025-12-13T01:26Z 29.8K followers, 11.7K engagements


"@robotaxi @aelluswamy What was the cybercab i saw in palo alto (escorted by a cybertruck) last thursday"  
[X Link](https://x.com/EdLudlow/status/2000293897755643921)  2025-12-14T19:56Z 29.8K followers, [----] engagements


"Also understand that Waymos ARR has gone beyond $350m. Reporting with @rngould and @sarahfrier Waymo Alphabets autonomous driving unit is in discussions to raise more than $15 billion at a valuation near $100 billion in a round led by its parent company https://t.co/EefFwedDsf Waymo Alphabets autonomous driving unit is in discussions to raise more than $15 billion at a valuation near $100 billion in a round led by its parent company https://t.co/EefFwedDsf"  
[X Link](https://x.com/EdLudlow/status/2001068462358323460)  2025-12-16T23:14Z 30.1K followers, 72K engagements


"@wholemars Beyond / above $350m"  
[X Link](https://x.com/EdLudlow/status/2001079475262644248)  2025-12-16T23:58Z 29.8K followers, [---] engagements


"@Curious44315542 @rngould @sarahfrier This is a good question. Its probably the question for the time being. Heres how we have reported it in the past: Alphabet has allowed Waymo to take outside capital in part to insulate itself against any headwinds from the expensive autonomous driving business"  
[X Link](https://x.com/EdLudlow/status/2001142737152958790)  2025-12-17T04:09Z 29.8K followers, [---] engagements


"Speaking to @rookisaacman later this afternoon after he was sworn in as NASA administrator. I welcome your questions for him"  
[X Link](https://x.com/EdLudlow/status/2001718174933287140)  2025-12-18T18:16Z 29.8K followers, 17.2K engagements


"FSD Supervised v14.2.1 miles so far"  
[X Link](https://x.com/EdLudlow/status/2002082415024746734)  2025-12-19T18:23Z 29.8K followers, 82.8K engagements


"Some new reporting on the history and back story of the electronic doors on Tesla vehicles the concerns about them and Musks position on it. Led by @DavidWelch47 and with @danahull Elon Musk was warned of safety concerns with Teslas electric door handles https://t.co/5xxuhTTaEz Elon Musk was warned of safety concerns with Teslas electric door handles https://t.co/5xxuhTTaEz"  
[X Link](https://x.com/EdLudlow/status/2003228203184517350)  2025-12-22T22:16Z 29.8K followers, 15.8K engagements


"HBO Max Excellent Christmas 🎥 catalogue. Absolutely dreadful glitchy platform"  
[X Link](https://x.com/EdLudlow/status/2003668216518967571)  2025-12-24T03:25Z 29.8K followers, [----] engagements


"My Tesla Powerwall [--] and SunRun solar has gone down. Some strange confluence of events where the Powerwall is preventing any discharge (it is at 100%) but no grid power coming in either. Not clear what happened. App says shut down due to a system overload. I performed a full breaker-based Gateway reset. Battery is at 100% solar is now offline and the Gateway is not re-engaging. I believe the system is latched or theres a network/wiring. The app is also stating theres a grid outage but there is not. Neighbours have power. A Tesla engineer tried for an hour on a Sunday (cheers @teslaenerg) with"  
[X Link](https://x.com/EdLudlow/status/2005459785752474040)  2025-12-29T02:04Z 29.8K followers, 16.4K engagements


"Oura Rings: What are the biggest questions you have about the technology the company its boss and the place of a ring in the wearables segment Thank you https://www.ces.tech/press-releases/oura-ceo-tom-hale-to-keynote-ces-2026-leaders-in-technology-dinner https://www.ces.tech/press-releases/oura-ceo-tom-hale-to-keynote-ces-2026-leaders-in-technology-dinner"  
[X Link](https://x.com/EdLudlow/status/2005653278298984553)  2025-12-29T14:52Z 29.9K followers, [----] engagements


"CHART: Tesla IR-compiled/derived estimates vs. Bloomberg consensus estimates (@TheTerminal) vs historic total deliveries. For 4Q: Tesla posted estimates to its website showing expectations for [------] down 15% YoY. Bloomberg-compiled average of [------] vehicles an 11% drop"  
[X Link](https://x.com/EdLudlow/status/2006063950165868970)  2025-12-30T18:04Z 29.8K followers, [----] engagements


"Rivian finished [----] with [----] deliveries in 4Q and [-----] vehicles for the year. Reminder: Rivian cut guidance in October for deliveries to be in a range of 41K-43.5K. It had already cut guidance in May to up to 46K down from up to 51K. $RIVN"  
[X Link](https://x.com/EdLudlow/status/2007084377566851089)  2026-01-02T13:39Z 30.1K followers, [----] engagements


"Ahead of Tesla 4Q/FY deliveries Bloomberg Consensus [---] [---] (24 analysts) Tesla-compiled estimates/consensus [------] (21 analysts)"  
[X Link](https://x.com/EdLudlow/status/2007085745132241301)  2026-01-02T13:45Z 30K followers, [----] engagements


"BREAKING: Tesla 4Q deliveries [------] (below Tesla compiled consensus and Bloomberg Consensus) FY deliveries 1636129"  
[X Link](https://x.com/EdLudlow/status/2007090299672342946)  2026-01-02T14:03Z 29.8K followers, [----] engagements


"101 NB Corte Madera"  
[X Link](https://x.com/EdLudlow/status/2007548072193339610)  2026-01-03T20:22Z 29.8K followers, [----] engagements


"@simonpapworth No this isnt s our other car (Honda SUV)"  
[X Link](https://x.com/EdLudlow/status/2007889938390622525)  2026-01-04T19:00Z 29.8K followers, [--] engagements


"Nvidia CEO Jensen Huang (with Siemens CEO Roland Busch) and AMD CEO Lisa Su. Speaking to all live tomorrow @BloombergTV Welcome your questions #CES2026"  
[X Link](https://x.com/EdLudlow/status/2008189752433057808)  2026-01-05T14:52Z 29.8K followers, [---] engagements


"Nvidia CEO Jensen Huang (with Siemens CEO Roland Busch) and AMD CEO Lisa Su. Speaking to all live tomorrow @BloombergTV Welcome your questions #CES2026"  
[X Link](https://x.com/EdLudlow/status/2008194615120465939)  2026-01-05T15:11Z 30.1K followers, [----] engagements


"Qualcomm has releaserd new X2 Plus processor in two versions: one with [--] computer cores and one with six (newer Oryon 3rd Gen design). It includes a powerful NPU for running AI $QCOM"  
[X Link](https://x.com/EdLudlow/status/2008223191731499109)  2026-01-05T17:04Z 30.1K followers, [----] engagements


"Pre Jensen Keynote lines [--] hours before"  
[X Link](https://x.com/EdLudlow/status/2008255393898848391)  2026-01-05T19:12Z 29.9K followers, [----] engagements


"The biggest surprise from Nvidia GTC DC was the guidance (not guidance) on sales of Blackwell-Rubin over [--] fiscal quarters of $500B. Wonder if any update further on that number in a slide or via Jensen Huang"  
[X Link](https://x.com/EdLudlow/status/2008281071209664890)  2026-01-05T20:54Z 30.1K followers, [----] engagements


"Jensen Huang keynote"  
[X Link](https://x.com/EdLudlow/status/2008287121824497676)  2026-01-05T21:18Z 30K followers, [----] engagements


""Nvidia is a frontier AI model builder" says Jensen Huang (early focus on language models)"  
[X Link](https://x.com/EdLudlow/status/2008289731357143486)  2026-01-05T21:29Z 30K followers, [----] engagements


"What is the Tesla view on teh "Full-Stack AV" Nvidia offering being outlined by JH on stage"  
[X Link](https://x.com/EdLudlow/status/2008297080650092615)  2026-01-05T21:58Z 30.1K followers, 12.8K engagements


""There's no question OpenAI is the leading token generator today. the second largest probably open models." JH"  
[X Link](https://x.com/EdLudlow/status/2008300174595043542)  2026-01-05T22:10Z 29.9K followers, [----] engagements


"NEWS: Vera Rubin is in "full production" -- Jensen Huang $NVDA"  
[X Link](https://x.com/EdLudlow/status/2008301119991410962)  2026-01-05T22:14Z 30.1K followers, [----] engagements


"Nvidia shares flat in the end"  
[X Link](https://x.com/EdLudlow/status/2008309201010069680)  2026-01-05T22:46Z 29.9K followers, [----] engagements


"There wasnt a whole lot new in that Nvidia Keynote. That Vera Rubin is in full production is news and when the terminal headline hit the shares jumped from modestly lower to modestly higher in AH. $NVDA #CES2026 #CES26"  
[X Link](https://x.com/EdLudlow/status/2008312955558129725)  2026-01-05T23:01Z 30.1K followers, [----] engagements


"Can ask Jensen about this tomorrow @SawyerMerritt Well thats just exactly what Tesla is doing 😂 What they will find is that its easy to get to 99% and then super hard to solve the long tail of the distribution. @SawyerMerritt Well thats just exactly what Tesla is doing 😂 What they will find is that its easy to get to 99% and then super hard to solve the long tail of the distribution"  
[X Link](https://x.com/EdLudlow/status/2008333228323566010)  2026-01-06T00:22Z 30.1K followers, 52.7K engagements


"Jensen Huang questions for tomorrow please send my way"  
[X Link](https://x.com/EdLudlow/status/2008334137199845746)  2026-01-06T00:25Z 30K followers, 13.8K engagements


"Ah The one we reported was happening https://t.co/RzNuclNfsR https://t.co/RzNuclNfsR"  
[X Link](https://x.com/EdLudlow/status/2008630103383638341)  2026-01-06T20:01Z 30K followers, 10.9K engagements


"@TeslaBoomerMama Well id point out that our October report said $20b and he denied that too"  
[X Link](https://x.com/EdLudlow/status/2008672484451872972)  2026-01-06T22:50Z 30.1K followers, [----] engagements


"@TeslaBoomerMama From Oct [--] Elon Musks artificial intelligence startup xAI is raising more financing than initially planned tapping backers including Nvidia to lift its ongoing funding round to $20 billion according to people with knowledge of the matter"  
[X Link](https://x.com/EdLudlow/status/2008673801450778984)  2026-01-06T22:55Z 29.9K followers, [---] engagements


"welcome any questions for Palmer by the way @EdLudlow @PalmerLuckey @BloombergTV Id invest in that dude if I was allowed to. @EdLudlow @PalmerLuckey @BloombergTV Id invest in that dude if I was allowed to"  
[X Link](https://x.com/EdLudlow/status/2008969069563924951)  2026-01-07T18:28Z 30K followers, [----] engagements


"Speaking live with Boston Dynamics CEO Robert Playter in [--] minutes @BloombergTV Join us and I welcome your questions"  
[X Link](https://x.com/EdLudlow/status/2009038223914516846)  2026-01-07T23:03Z 30.1K followers, [----] engagements


"Xbox cloud gaming is a lot better (than my experience last year). And playing via MacBook is also much better (but using MacBook Pro with M4 Pro)"  
[X Link](https://x.com/EdLudlow/status/2009052598830239984)  2026-01-08T00:00Z 30K followers, [---] engagements


"Palmer Luckey on President Trumps EO for defense contractors to spend less on stock buybacks and dividends .@anduriltech founder @PalmerLuckey said he didnt oppose regulations on defense companies proposed by President Donald Trump including limits on compensation. I pay myself $100000 a year Luckey told @EdLudlow and @CarolineHydeTV https://t.co/3TGNgmM5jh https://t.co/LXtfAPd57r .@anduriltech founder @PalmerLuckey said he didnt oppose regulations on defense companies proposed by President Donald Trump including limits on compensation. I pay myself $100000 a year Luckey told @EdLudlow and"  
[X Link](https://x.com/EdLudlow/status/2009060273802678354)  2026-01-08T00:31Z 30.1K followers, [----] engagements


"CTAs Gary Shapiro has just been given a key to the City of Las Vegas"  
[X Link](https://x.com/EdLudlow/status/2009110956815859888)  2026-01-08T03:52Z 30K followers, [----] engagements


"FSD v14 with reasoning isnt out yet - right"  
[X Link](https://x.com/EdLudlow/status/2009344305648009305)  2026-01-08T19:19Z 30.3K followers, 63.8K engagements


"@aelluswamy Thanks"  
[X Link](https://x.com/EdLudlow/status/2009432117089063247)  2026-01-09T01:08Z 30.1K followers, 19.7K engagements


"What's interesting about this clip of my conversation with Jensen from November is he says Vera Rubin consists of [--] chips. At CES he referred several times to [--] chips: the Rubin GPU Vera CPU networking chips ethernet swtich. What was the seventh he referred to in nov Jensen said a couple of [-----] people are working on Rubin it offers 10x lower cost per token than Blackwell & coming 2H [----]. Not sure how competitors can even think about catching up just keeping the current distance is already a great job. https://t.co/dbcJErEElr Jensen said a couple of [-----] people are working on Rubin it"  
[X Link](https://x.com/EdLudlow/status/2009636246096945400)  2026-01-09T14:39Z 30.1K followers, [----] engagements


"Jensen Elon reasoning and a polite indirect exchange about Nvidia and Teslas approach to autonomous driving. A weekend essay of sorts. Feedback welcome. Edited @KevinWhitelaw1 https://www.bloomberg.com/news/articles/2026-01-10/nvidia-and-tesla-chase-same-self-driving-goal-via-varying-paths https://www.bloomberg.com/news/articles/2026-01-10/nvidia-and-tesla-chase-same-self-driving-goal-via-varying-paths"  
[X Link](https://x.com/EdLudlow/status/2010045588415623366)  2026-01-10T17:46Z 30.2K followers, [----] engagements


"@vikrammayya @KevinWhitelaw1 Thank you Vikram. But i dont do opinions. Just reporting and in this case some analysis of the interview with Jensen where i was able to ask about Elons response. I regret not asking Siemens CEO Busch more about it. Siemens very involved with Tesla on FSD hardware"  
[X Link](https://x.com/EdLudlow/status/2010053498797470143)  2026-01-10T18:17Z 30.1K followers, [----] engagements


"All my Hegseths live in Texas"  
[X Link](https://x.com/EdLudlow/status/2010709850330640748)  2026-01-12T13:46Z 30.1K followers, [----] engagements


"Bloomberg/@markgurman had reported in November that Apple was getting close on a deal to pay Google $1billion/year for a model (1.2tn parameter) to power Siri. The model would handle Siris summarizer and planner functions"  
[X Link](https://x.com/EdLudlow/status/2010739163105288616)  2026-01-12T15:42Z 30.1K followers, 12K engagements


"Apple-Google joint statement: Apple and Google have entered into a multi-year collaboration under which the next generation of Apple Foundation Models will be based on Google's Gemini models and cloud technology. These models will help power future Apple Intelligence features including a more personalized Siri coming this year. After careful evaluation Apple determined that Google's Al technology provides the most capable foundation for Apple Foundation Models and is excited about the innovative new experiences it will unlock for Apple users. Apple Intelligence will continue to run on Apple"  
[X Link](https://x.com/EdLudlow/status/2010756475426419019)  2026-01-12T16:51Z 30.3K followers, 12.3K engagements


"NEWS: Warrior's holding company (Golden State Group_ being valued at $11 billion based on a 5% minority stake being up for sale (sources). Reporting @AvatarRandall"  
[X Link](https://x.com/EdLudlow/status/2010760830179242207)  2026-01-12T17:08Z 30.3K followers, [----] engagements


"Surging copper demand prices and data centers. S&P Global from Jan 8: This explosive growth of AI and data centers has introduced a new rapidly expanding vector of copper demand. Data centers are electricity-intensive and their proliferation is driving massive investments in both direct copper use (for power delivery cooling and IT infrastructure) and in the electric grid infrastructure that supports them. By [----] data centers alone could rise from todays 5% to 14% of US electricity demand with copper a critical enabler all along the way. What is still to play out is the indirect impact of AI"  
[X Link](https://x.com/EdLudlow/status/2011433301849113012)  2026-01-14T13:40Z 30.1K followers, [---] engagements


"Full report: https://www.spglobal.com/en/research-insights/special-reports/copper-in-the-age-of-ai https://www.spglobal.com/en/research-insights/special-reports/copper-in-the-age-of-ai"  
[X Link](https://x.com/EdLudlow/status/2011433336015831066)  2026-01-14T13:40Z 30.1K followers, [---] engagements


"Copper (Chart: LME Copper [--] Month Rolling Forward/LME). Citi on Jan 6: Copper will rally to $14000 a ton within the coming three months amid bullish momentum but could peak this month unless fresh catalysts emerge"  
[X Link](https://x.com/EdLudlow/status/2011434222196834650)  2026-01-14T13:44Z 30.1K followers, [---] engagements


"NEWS: Skild AI has secured about $1.4 billion in a new funding round that values the company at more than $14 billion. The company's Skild Brain software can be loaded onto any standard graphics processing unit and is trained on large libraries of human videos and practicing simulations. The new funding will go toward expanding availability of the Skild Brain improving training and deploying more robots across more environments. @SkildAI CEO Deepak Pathak (@pathak2206) joins us on Bloomberg Tech today"  
[X Link](https://x.com/EdLudlow/status/2011435053390454784)  2026-01-14T13:47Z 30.3K followers, 37.6K engagements


"@SawyerMerritt Forgive my ignorance but if no change in release note what's contained in the update"  
[X Link](https://x.com/EdLudlow/status/2011452854700253212)  2026-01-14T14:58Z 30.1K followers, [----] engagements


"Micron is on track for its 8th consecutive weekly gain. That's the best run of 5-day gains since [----]. The stock is pushes new record highs $MU"  
[X Link](https://x.com/EdLudlow/status/2012177767589196222)  2026-01-16T14:58Z 30.3K followers, [----] engagements


"NEWS: Zipline has raised more than $600M at a $7.6 billion valuation. Its a jump from a $5 billion valuation hit last year. Drone delivery is expanding rapidly in the US at approx 15% week over week for the last seven months. More @TheTerminal"  
[X Link](https://x.com/EdLudlow/status/2013729724863021489)  2026-01-20T21:45Z 30.5K followers, 73.6K engagements


"Full story here 👇 Zipline a drone delivery and logistics startup has raised more than $600 million in new funding boosting its valuation to $7.6 billion as it expands commercial deployments https://t.co/3lLoKWGhsq Zipline a drone delivery and logistics startup has raised more than $600 million in new funding boosting its valuation to $7.6 billion as it expands commercial deployments https://t.co/3lLoKWGhsq"  
[X Link](https://x.com/EdLudlow/status/2013732120816931287)  2026-01-20T21:55Z 30.3K followers, [----] engagements


"More: Ziplines CEO @Keller joins us on Bloomberg Tech tomorrow. I welcome your questions NEWS: Zipline has raised more than $600M at a $7.6 billion valuation. Its a jump from a $5 billion valuation hit last year. Drone delivery is expanding rapidly in the US at approx 15% week over week for the last seven months. More @TheTerminal NEWS: Zipline has raised more than $600M at a $7.6 billion valuation. Its a jump from a $5 billion valuation hit last year. Drone delivery is expanding rapidly in the US at approx 15% week over week for the last seven months. More @TheTerminal"  
[X Link](https://x.com/EdLudlow/status/2013765023404003452)  2026-01-21T00:06Z 30.3K followers, [----] engagements


"NEWS: Insurance provider Lemonade's rolling out policies for Tesla drivers that cut per-mile rates by 50% when Full Self-Driving is engaged starting in Arizona this month and expanding to Oregon in Feb. Lemonade saying that Tesla gave it FSD/sensor data access for pricing"  
[X Link](https://x.com/EdLudlow/status/2013997922279670029)  2026-01-21T15:31Z 30.4K followers, 96.8K engagements


"Wrote to @elonmusk @aelluswamy and @travisraxelrod to ask for confirmation on this and terms of Tesla sharing data with Lemonade NEWS: Insurance provider Lemonade's rolling out policies for Tesla drivers that cut per-mile rates by 50% when Full Self-Driving is engaged starting in Arizona this month and expanding to Oregon in Feb. Lemonade saying that Tesla gave it FSD/sensor data access for pricing NEWS: Insurance provider Lemonade's rolling out policies for Tesla drivers that cut per-mile rates by 50% when Full Self-Driving is engaged starting in Arizona this month and expanding to Oregon in"  
[X Link](https://x.com/EdLudlow/status/2014012473653813589)  2026-01-21T16:29Z 30.3K followers, 28.8K engagements


"This is what Lemonade said in its statement: "The launch is the result of a technical collaboration with Tesla giving Lemonade access to vehicle data that was previously unavailable. Data captured then feeds into Lemonades usage-based risk prediction models already among the most advanced in the industry to uniquely distinguish between autonomous and human driving as well as predict risk based on the autonomous software version installed in the car the precision of its sensors and more." @GPUHeater @EdLudlow @elonmusk @aelluswamy @travisraxelrod $TSLA's fleet API has been available to all"  
[X Link](https://x.com/EdLudlow/status/2014021753585148046)  2026-01-21T17:06Z 30.3K followers, 16.8K engagements


"@wholemars @elonmusk @aelluswamy @travisraxelrod Don't disagree with that all. Just the way that Lemonade packaged it made it sound as if it was a specific collaboration and I ran the checks to ask: $LMND seems to be higher as a result too. https://x.com/EdLudlow/status/2014021753585148046s=20 This is what Lemonade said in its statement: "The launch is the result of a technical collaboration with Tesla giving Lemonade access to vehicle data that was previously unavailable. Data captured then feeds into Lemonades usage-based risk prediction models already among the"  
[X Link](https://x.com/EdLudlow/status/2014041452783792350)  2026-01-21T18:24Z 30.4K followers, [----] engagements


"FSD (Supervised) v14.2.2.3: Incorrect lane selection. When I turn out of my drive its on to a right turn only double lane. At the end of the block is a stop sign for each of the lanes. Each day FSD correctly puts me in the left hand lane and at the end of the block does a U-turn at the stop sign. Today inexplicably FSD turned right out of my drive remained in the right of the two lanes got to the end and the stop signs and then tried to u-turn from the incorrect right hand lane. I disengaged and corrected. Sent you a voice note @Tesla_AI"  
[X Link](https://x.com/EdLudlow/status/2014321916337860716)  2026-01-22T12:59Z 30.3K followers, [----] engagements


"From 2022: https://x.com/elonmusk/status/1608905643020406784 Billionaire Elon Musk is going to the World Economic Forum in Davos for the first time https://t.co/0IuvyMAG8a https://x.com/elonmusk/status/1608905643020406784 Billionaire Elon Musk is going to the World Economic Forum in Davos for the first time https://t.co/0IuvyMAG8a"  
[X Link](https://x.com/EdLudlow/status/2014337699281584549)  2026-01-22T14:01Z 30.3K followers, 11.2K engagements


"@rajuvamsi007 For me this is an issue of privacy. These reflections are my daily route (30 miles to work) and back. And I don't want to share videos of my garage/drive/home/route. Hope you understand"  
[X Link](https://x.com/EdLudlow/status/2014343246995230756)  2026-01-22T14:23Z 30.3K followers, [---] engagements


"@rajuvamsi007 One thing I do want to do more is wear my Ray Ban Metas. Then when I am on the way and if something happens that's curious i can try and film a video from that perspective"  
[X Link](https://x.com/EdLudlow/status/2014343671068651591)  2026-01-22T14:25Z 30.3K followers, [---] engagements


"Lyft and Uber have both fallen to session lows (down around 3%) on this stuff Robotaxi rides without any safety monitors are now publicly available in Austin. Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors and the ratio will increase over time. Robotaxi rides without any safety monitors are now publicly available in Austin. Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors and the ratio will increase over time"  
[X Link](https://x.com/EdLudlow/status/2014401509166088394)  2026-01-22T18:15Z 30.3K followers, 23K engagements


"Very interesting to learn about John Ternus through @markgurman reporting. Worth a watch for Apple/$AAPL followers Tim Cooks puts one of his potential replacements in charge of Apples design teams according to sources. Bloombergs Mark Gurman discusses the new responsibilities given to Apples hardware chief John Ternus https://t.co/gE7zAg7req https://t.co/cb8yPVhOJR Tim Cooks puts one of his potential replacements in charge of Apples design teams according to sources. Bloombergs Mark Gurman discusses the new responsibilities given to Apples hardware chief John Ternus https://t.co/gE7zAg7req"  
[X Link](https://x.com/EdLudlow/status/2014804599639834767)  2026-01-23T20:57Z 30.3K followers, [----] engagements


"Im going to watch the guy climb the skyscraper but im going to treat it like football and have beers. Just seems right"  
[X Link](https://x.com/EdLudlow/status/2015228485997109578)  2026-01-25T01:01Z 30.4K followers, [----] engagements


"@davidlee 💯. Its more gladiatorial than any team sport. Its more Evil Kniev. A good question for smart people like you. Is the steel or metal hes gripping hot to the touch"  
[X Link](https://x.com/EdLudlow/status/2015236049119949032)  2026-01-25T01:31Z 30.4K followers, [---] engagements


"@david_hammy Full transparency we committed to middle rack red wine / napa cab"  
[X Link](https://x.com/EdLudlow/status/2015238386291007594)  2026-01-25T01:40Z 30.4K followers, [--] engagements


"@Wrexham_AFC Bullish"  
[X Link](https://x.com/EdLudlow/status/2015246744188227927)  2026-01-25T02:13Z 30.5K followers, [----] engagements


"Zero water on way up. Thats what confuses the peeps"  
[X Link](https://x.com/EdLudlow/status/2015251668041138425)  2026-01-25T02:33Z 30.4K followers, [----] engagements


"@maxgazor @strikervp We are told 1x Nvidia Figure Skild and Tesla Have solved for that"  
[X Link](https://x.com/EdLudlow/status/2015252277955862664)  2026-01-25T02:35Z 30.5K followers, [---] engagements


"@OmicsOmicsBlog @beffjezos Soz bro. Gotta earn a livin"  
[X Link](https://x.com/EdLudlow/status/2015861160353124641)  2026-01-26T18:55Z 30.5K followers, [--] engagements


"Been tough for Tech in recent weeks. but look at this Chart. #Netflix $NFLX vs. #FAANG bunch. Netflix had its best quarter since '15. Its peers struggled. Hit GTV @TheTerminal and click on G #BTV 1361"  
[X Link](https://x.com/EdLudlow/status/986132461028552704)  2018-04-17T06:41Z 29K followers, [--] engagements


"CASH BURN: Amount of cash #Netflix $NFLX has to pay over next few years (programming/content Debt lease payments etc) - $28billion (FYI Disney comparable number is $92billion). Free cash flow $279million (G #BTV [----] @TheTerminal)"  
[X Link](https://x.com/EdLudlow/status/986145035988226048)  2018-04-17T07:31Z 29K followers, [--] engagements


"@dats It's going in my piece"  
[X Link](https://x.com/EdLudlow/status/987259876895272962)  2018-04-20T09:21Z 29.2K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing