# ![@pbeisel Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::12681842.png) @pbeisel phil beisel

phil beisel posts on X about tesla, spacex, ai, future the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::12681842/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::12681842/c:line/m:interactions.svg)

- [--] Week [-------] -83%
- [--] Month [----------] +31%
- [--] Months [-----------] +28%
- [--] Year [-----------] +7,615%

### Mentions: [--] [#](/creator/twitter::12681842/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::12681842/c:line/m:posts_active.svg)

- [--] Month [---] -4.60%
- [--] Months [-----] +137%
- [--] Year [-----] +68%

### Followers: [------] [#](/creator/twitter::12681842/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::12681842/c:line/m:followers.svg)

- [--] Week [------] +0.44%
- [--] Month [------] +3.80%
- [--] Months [------] +46%
- [--] Year [------] +190%

### CreatorRank: [-------] [#](/creator/twitter::12681842/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::12681842/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  33.03% [automotive brands](/list/automotive-brands)  32.11% [technology brands](/list/technology-brands)  25.69% [celebrities](/list/celebrities)  17.43% [finance](/list/finance)  15.6% [countries](/list/countries)  3.67% [products](/list/products)  2.75% [luxury brands](/list/luxury-brands)  0.92% [social networks](/list/social-networks)  0.92% [financial services](/list/financial-services)  0.92%

**Social topic influence**
[tesla](/topic/tesla) #1181, [spacex](/topic/spacex) #289, [ai](/topic/ai) 14.68%, [future](/topic/future) 6.42%, [elon musk](/topic/elon-musk) 6.42%, [xai](/topic/xai) 5.5%, [inference](/topic/inference) 4.59%, [generative](/topic/generative) 4.59%, [rivian](/topic/rivian) 4.59%, [apple](/topic/apple) 3.67%

**Top accounts mentioned or mentioned by**
[@spacex](/creator/undefined) [@tesla](/creator/undefined) [@yoemsri](/creator/undefined) [@elonmusk](/creator/undefined) [@mkbhd](/creator/undefined) [@grok](/creator/undefined) [@cernbasher](/creator/undefined) [@xai](/creator/undefined) [@emmanuelmacron](/creator/undefined) [@cybergigafacto1](/creator/undefined) [@tvguidemsk](/creator/undefined) [@aaronburnett](/creator/undefined) [@jroy351](/creator/undefined) [@sawyermerritt](/creator/undefined) [@jason](/creator/undefined) [@niccruzpatane](/creator/undefined) [@cryptoquick](/creator/undefined) [@contrariancurse](/creator/undefined) [@ptrubey](/creator/undefined) [@artsimage](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotify Technology (SPOT)](/topic/$spot) [Costco Wholesale Corporation (COST)](/topic/costco)
### Top Social Posts
Top posts by engagements in the last [--] hours

"1 million satellites. [--] million. SpaceX says it aims to deploy up to [--] million orbital satellite data centers in space to provide enough compute power for large-scale AI inference and training. Satellites will get constant power in space. No batteries are needed. No glass framing required which https://t.co/bhZWGjK23Z SpaceX says it aims to deploy up to [--] million orbital satellite data centers in space to provide enough compute power for large-scale AI inference and training. Satellites will get constant power in space. No batteries are needed. No glass framing required which"  
[X Link](https://x.com/pbeisel/status/2017592307193938373)  2026-01-31T13:34Z 24.6K followers, 22M engagements


"The EV/AV disruption is already underway. As @CernBasher shows through the refrigeration parallel this isnt just replacing ICE (pun intended) its a fundamental rewrite of mobility cities and daily life. https://t.co/brsf2umF3Q https://t.co/brsf2umF3Q"  
[X Link](https://x.com/pbeisel/status/2020928134745649476)  2026-02-09T18:29Z 24.6K followers, [----] engagements


"= Tesla SpaceX is the set of all things https://t.co/nwsyZFznDt is the set of all things https://t.co/nwsyZFznDt"  
[X Link](https://x.com/pbeisel/status/2021861007677903117)  2026-02-12T08:16Z 24.6K followers, [----] engagements


"Starlink Is Mind-Blowing Every consumer will be touched by Starlink. Its adding roughly a million subscribers per month (native service). And soon nearly every person on a commercial flight will be using Starlink whether they realize it or not. And this is just the beginning. With its next-generation V3 satellites (enabled by regular SpaceX Starship launch cycles) Starlinks bandwidth jumps by an order of magnitude. This isnt incremental. Its step-function capacity growth. Then comes mobile. Direct-to-cell capability turns satellites into orbiting cell towers. Not a niche backup a parallel"  
[X Link](https://x.com/pbeisel/status/2022743127585587493)  2026-02-14T18:41Z 24.6K followers, 17.2K engagements


"Tesla's and Rivian's don't have start buttons they are always 'on' and ready to go. They don't even have keys unless you consider the phone in your pocket your key. You don't lock or unlock them you just walk up get in and go. A start button and auto start-stop is like owning a flip phone after iPhone. Keeping cool while Making America Hot Again. 🏁 Auto start-stop is officially dead. https://t.co/9th5fq6wwF Keeping cool while Making America Hot Again. 🏁 Auto start-stop is officially dead. https://t.co/9th5fq6wwF"  
[X Link](https://x.com/pbeisel/status/2022880906604900425)  2026-02-15T03:49Z 24.6K followers, [---] engagements


"AI as the Logical Emissary Musk talks about sending AI into space. That idea forces a bigger question: if were on the verge of building superintelligent systems and launching them beyond Earth what would a civilization even a few thousand or million years ahead of us have built We instinctively imagine aliens as biological beings in ships. But biology is a terrible medium for interstellar travel. Its fragile slow resource-intensive and mortal. Radiation time distance space is hostile to biological entities. Machines dont care. AI doesnt need air or gravity. It can power down for centuries. It"  
[X Link](https://x.com/pbeisel/status/2021986930276356514)  2026-02-12T16:37Z 24.6K followers, 11.5K engagements


"City streets will be dominated by this gold robot. Cybercab At least [--] Tesla Cybercabs were testing at Giga Texas today Driving at the factory exit near West EOL and the Cybertunnel and even supercharging. Now moving in groups. Scale is ramping. $TSLA 🚀 https://t.co/78GMTwS7Gh At least [--] Tesla Cybercabs were testing at Giga Texas today Driving at the factory exit near West EOL and the Cybertunnel and even supercharging. Now moving in groups. Scale is ramping. $TSLA 🚀 https://t.co/78GMTwS7Gh"  
[X Link](https://x.com/pbeisel/status/2022448451250983121)  2026-02-13T23:11Z 24.6K followers, [----] engagements


"Optimus may not be capable of love but I am certainly in love with this product. ❤🤖 Love bots https://t.co/AddN58JBdo Love bots https://t.co/AddN58JBdo"  
[X Link](https://x.com/pbeisel/status/2022738918479970328)  2026-02-14T18:25Z 24.6K followers, 59.8K engagements


"Tesla's and Rivian's don't have start buttons they are always 'on' and ready to go. They don't even have keys unless you consider the phone in your pocket your key. You don't lock or unlock them you just walk up get in and go. A start button and auto start-stop is like owning a flip phone after iPhone. (And for the record the red Ferrari F8 Tributo has the same [--] to [--] time as my Tesla Model [--] Performance and Rivian R1 Quad: 2.9s) Keeping cool while Making America Hot Again. 🏁 Auto start-stop is officially dead. https://t.co/9th5fq6wwF Keeping cool while Making America Hot Again. 🏁 Auto"  
[X Link](https://x.com/pbeisel/status/2022883910603149711)  2026-02-15T04:01Z 24.6K followers, 12.9K engagements


"@KevinMelnuk That's a lot what is your record"  
[X Link](https://x.com/pbeisel/status/1901814117448724860)  2025-03-18T01:53Z 24.5K followers, [--] engagements


"Starlink proves the economics of the space freight model. Starship drives that cost lower (vs Falcon). SpaceX has [----] Starlink satellites in orbit today thats about 60% of all satellites. https://t.co/ipidbyWwPb https://t.co/ipidbyWwPb"  
[X Link](https://x.com/pbeisel/status/1961568698138837025)  2025-08-29T23:16Z 24.5K followers, 19.3K engagements


"SpaceX stock symbol should be $MARS"  
[X Link](https://x.com/pbeisel/status/1998925776096461087)  2025-12-11T01:20Z 24.6K followers, 129.9K engagements


"Ive been very critical of Apple outsourcing its AI to Google. This should have been done in-house. @tim_cook should have gone into war-time mode and made it happen. Maybe that was impossible given who Tim is and what Apple has become. But still why Google The company that produces Apples main competitor Android If you wanted to guarantee a poor outcome for Apple this would be it. Partnering with Google is wildly stupid. Why not @xai Theyre the underdog clearly committed to winning. They would have gone to the mat to ensure Apples success. In fact their goals align perfectly they also want to"  
[X Link](https://x.com/pbeisel/status/2012279475220758854)  2026-01-16T21:43Z 24.5K followers, 160.6K engagements


"Elon Musk has set an aggressive goal: [---] GW/year of fully integrated U.S. solar cell and panel production critical for the grid AI data centers and what comes next. Today Tesla is just getting started. At Gigafactory New York in Buffalo Tesla is producing its new 420W proprietary residential panels with output ramping toward [---] MW (0.3 GW) annually. Thats a [---] gap versus the long-term target. Buffalo is clearly the proof point domestic production early scaling and a smart way to sidestep tariffs as most global supply still comes from China or tariff-exposed regions. On the Q4 [----] earnings"  
[X Link](https://x.com/pbeisel/status/2017258971611201849)  2026-01-30T15:29Z 24.5K followers, 335.3K engagements


"When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This device would be a movable brain. Your Optimus brain synced to a mobile AI device. Interact with the device and youre interacting with your Optimus. The endgame isnt just a smart assistant its a personal AI. A personality shaped by continuous interaction with you building long-term memory over time. In physical form its embodied in"  
[X Link](https://x.com/pbeisel/status/2017270688894324891)  2026-01-30T16:16Z 24.6K followers, 91.2K engagements


"So Tesla+SpaceX next or a SpaceX IPO That is the question. If Tesla and SpaceX combine the resulting company will once again be called X Corp. Everything is X. To the stars @SpaceX & @xAI are now one company To the stars @SpaceX & @xAI are now one company"  
[X Link](https://x.com/pbeisel/status/2018489866863165485)  2026-02-03T01:01Z 24.5K followers, 32.7K engagements


"Tesla incoming Everyone wants to know if Tesla and SpaceX will merge. I have no idea but I do have some thoughts. Tesla and SpaceX have strong synergy and relatively little overlap so some form of 'coming together' would make sense. That could happen in many ways including a merger. The most important consideration is execution of their respective plans (which are galactic to say the least) and that requires an enormous amount of capital. Weve already seen Tesla signal its intention to increase capex to around $20B roughly double the prior years spend. But that still doesnt fund two important"  
[X Link](https://x.com/pbeisel/status/2018823158087000106)  2026-02-03T23:05Z 24.5K followers, 23.5K engagements


"Bought $TSLA on sale don't care what is "happening" today I am not buying for tomorrow"  
[X Link](https://x.com/pbeisel/status/2019101522341290252)  2026-02-04T17:31Z 24.5K followers, 11.2K engagements


"Because maybe its not a phone. When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This https://t.co/sNELEirSEZ When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This"  
[X Link](https://x.com/pbeisel/status/2019642610055622812)  2026-02-06T05:21Z 24.6K followers, [----] engagements


"@EmmanuelMacron Did you mean [--] million Million with a 'm'. 🤡"  
[X Link](https://x.com/pbeisel/status/2019840242363326528)  2026-02-06T18:26Z 24.5K followers, [----] engagements


"🎯 https://t.co/SHfsNGFTnN https://t.co/SHfsNGFTnN"  
[X Link](https://x.com/pbeisel/status/2019862526025245085)  2026-02-06T19:55Z 24.5K followers, [----] engagements


"A projected [----] view. @SpaceX @Tesla Europes Tiny Balls 🔵🟢 One of the striking revelations in the Draghi Report on European non-competitiveness is number of $100B European companies forming in the past [--] years zero. MITs McAfee took the analysis a step further lowering the threshold to $10B. Spotify is https://t.co/1YVHpQQAks Europes Tiny Balls 🔵🟢 One of the striking revelations in the Draghi Report on European non-competitiveness is number of $100B European companies forming in the past [--] years zero. MITs McAfee took the analysis a step further lowering the threshold to $10B. Spotify"  
[X Link](https://x.com/pbeisel/status/2020182406196863037)  2026-02-07T17:06Z 24.6K followers, 29.1K engagements


"@mattyglesias Why shouldn't he go after it"  
[X Link](https://x.com/pbeisel/status/2021309862160830935)  2026-02-10T19:46Z 24.5K followers, [----] engagements


"@cybergigafacto1 @SpaceX @Tesla SpaceX buys Tesla. If SpaceX were public and the surviving entity in a merger Tesla shareholders would exchange their single-class shares for SpaceX stock effectively replacing Teslas one-vote-per-share system with SpaceXs dual-class founder-controlled governance model"  
[X Link](https://x.com/pbeisel/status/2021882238171066550)  2026-02-12T09:41Z 24.5K followers, [--] engagements


"@tvguidemsk Distance-related propagation delay is the main source of latency however"  
[X Link](https://x.com/pbeisel/status/2021889544636051546)  2026-02-12T10:10Z 24.5K followers, [--] engagements


"Propagation delay is physics not negotiable Starlink fixed the old bufferbloat issues hitting [--] ms median. Eero's fine for casual use but far from 'best' at gigabit SQM. Amazon Leo's barely started (180 sats extension pleas to FCC)'top from day one' is hot air. Facts hype. Get serious Amazon is barely on the field Starlink just won the fucking Superbowl. https://twitter.com/i/web/status/2021901937676103948 https://twitter.com/i/web/status/2021901937676103948"  
[X Link](https://x.com/pbeisel/status/2021901937676103948)  2026-02-12T10:59Z 24.5K followers, [--] engagements


"@aaronburnett 0.00000% chance. Or less"  
[X Link](https://x.com/pbeisel/status/2022349996444856420)  2026-02-13T16:39Z 24.6K followers, [---] engagements


"@jroy351 So your silent Tesla Model X is 'noisier' than your ICE car. WHAT Are you just trolling here bro"  
[X Link](https://x.com/pbeisel/status/2023091406051659969)  2026-02-15T17:45Z 24.5K followers, [--] engagements


"The B1 bomber that will be part of Superbowl flyover is circling the South Bay right now"  
[X Link](https://x.com/pbeisel/status/2020636616247882156)  2026-02-08T23:11Z 24.6K followers, [----] engagements


"Mars-Moon-Mars For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to For those unaware SpaceX has already shifted focus to building a self-growing city on the Moon as we can potentially achieve that in less than [--] years whereas Mars would take 20+ years. The mission of SpaceX remains the same: extend consciousness and life as we know it to"  
[X Link](https://x.com/pbeisel/status/2020646382667973060)  2026-02-08T23:50Z 24.6K followers, [----] engagements


"Starlink commerical. Featuring 'Oh Baby' by @lcdsoundsystem Starlink Super Bowl ad Affordable Internet anywhere. https://t.co/Q1VvqV5G0i https://t.co/szhJMG4LaZ Starlink Super Bowl ad Affordable Internet anywhere. https://t.co/Q1VvqV5G0i https://t.co/szhJMG4LaZ"  
[X Link](https://x.com/pbeisel/status/2020650721885258018)  2026-02-09T00:07Z 24.6K followers, [----] engagements


"Loved this commercial. (Like this post to see the Grok icon animation.) https://www.youtube.com/watchv=a_mh-v02-Tw https://www.youtube.com/watchv=a_mh-v02-Tw"  
[X Link](https://x.com/pbeisel/status/2020686256364290252)  2026-02-09T02:28Z 24.6K followers, [----] engagements


"The objective isnt going back to the Moon. Its staying there which is a far more difficult challenge. @canraptor_ They might land something on the Moon before SpaceX and thats fine by me. I will be one of the first to congratulate them. However what really matters for the future is being able to land millions of tons of equipment and people to build a self-growing city on the Moon. In @canraptor_ They might land something on the Moon before SpaceX and thats fine by me. I will be one of the first to congratulate them. However what really matters for the future is being able to land millions of"  
[X Link](https://x.com/pbeisel/status/2020922745383706858)  2026-02-09T18:08Z 24.6K followers, 10.9K engagements


"ARK points out the backwards scaling reality of terrestrial data centers. ARK has great insights ARK has great insights"  
[X Link](https://x.com/pbeisel/status/2021307531423793561)  2026-02-10T19:37Z 24.6K followers, [----] engagements


"Should we let China win Maybe its time to put the brakes on NVIDIA too. 🤡 Elon Musk has a dream of leveraging SpaceXs dominant position in space launch into monopolizing data centers and AI we shouldnt let him do it. https://t.co/5NGN88CRLi Elon Musk has a dream of leveraging SpaceXs dominant position in space launch into monopolizing data centers and AI we shouldnt let him do it. https://t.co/5NGN88CRLi"  
[X Link](https://x.com/pbeisel/status/2021310503205675469)  2026-02-10T19:49Z 24.6K followers, [----] engagements


"I'll say it again Starlink is mind blowing. Earthlings are waking up to this fact. https://t.co/uUdIGa7E5w https://t.co/uUdIGa7E5w"  
[X Link](https://x.com/pbeisel/status/2021883300600775128)  2026-02-12T09:45Z 24.6K followers, 21K engagements


"The final boss in Musk's [----] Comp Plan is achieving $400B in EBITDA. Perspective: $238.24 billion: Saudi Arabian Oil Company (Saudi Aramco) achieved the highest annual EBITDA on record in [----] driven by elevated global oil prices higher sales volumes and strong refining margins amid geopolitical tensions and post-pandemic demand recovery. This figure surpasses other major companies like ExxonMobil ($102.59 billion in 2022) and NVIDIA ($34.48 billion in fiscal 2024). For context Aramco's [----] EBITDA was approximately $236.81 billion still leading but lower than 2022's peak. Let that sink in"  
[X Link](https://x.com/pbeisel/status/1987211877030694925)  2025-11-08T17:33Z 24.6K followers, 23.5M engagements


"I do a podcast with @RandyWKirk1 on the mind-blowing Starlink. Enjoy. https://www.youtube.com/watchv=5I0fNgrI198 Starlink Is Mind-Blowing Every consumer will be touched by Starlink. Its adding roughly a million subscribers per month (native service). And soon nearly every person on a commercial flight will be using Starlink whether they realize it or not. And this is just the https://t.co/fZaJLnKd6b https://www.youtube.com/watchv=5I0fNgrI198 Starlink Is Mind-Blowing Every consumer will be touched by Starlink. Its adding roughly a million subscribers per month (native service). And soon nearly"  
[X Link](https://x.com/pbeisel/status/2023144067094470729)  2026-02-15T21:15Z 24.6K followers, [----] engagements


"I spent some time researching how Starlink works and its mind-blowing. Starlink provides high-speed internet almost anywherewhether youre at home in a remote location on a plane train http://x.com/i/article/1848420456065376256 http://x.com/i/article/1848420456065376256"  
[X Link](https://x.com/pbeisel/status/1856332017396555816)  2024-11-12T13:43Z 24.6K followers, 242.8K engagements


"Teslas Optimus will be a defining product one that draws a clear before-and-after line in human history. This is not an incremental technology or a new category of gadget. Optimus marks the moment http://x.com/i/article/2008308595100950528 http://x.com/i/article/2008308595100950528"  
[X Link](https://x.com/pbeisel/status/2014349283101950274)  2026-01-22T14:47Z 24.6K followers, 264.4K engagements


"What Bloomberg calls dilution is an asymmetric bet on orbital solar-powered compute positioning SpaceX as foundational infrastructure for next-generation AI as terrestrial power heat and scaling limits start to bind. Bloomberg Businessweek (@business) frames Elon Musks SpaceXxAI merger as a self-serving bailout likening it to TeslaSolarCity: xAI is portrayed as a cash-burning laggard whose liabilities are being pushed onto SpaceX diluting shareholders and muddying a clean pre-IPO story to hand xAI investors an exit. That's the wrong take completely. This isnt a bailout; its vertical"  
[X Link](https://x.com/pbeisel/status/2019845734078836985)  2026-02-06T18:48Z 24.6K followers, 19.4K engagements


"How about just buy a Tesla and Rivian and stop thinking of your car as something you actual start in the first place https://twitter.com/i/web/status/2022750077312438659 https://twitter.com/i/web/status/2022750077312438659"  
[X Link](https://x.com/pbeisel/status/2022750077312438659)  2026-02-14T19:09Z 24.6K followers, [----] engagements


"@nymbusjp What competitors"  
[X Link](https://x.com/pbeisel/status/2023086115620859927)  2026-02-15T17:24Z 24.6K followers, [----] engagements


"Year of the Horse Decade of the Robot Happy Spring Festival🧧 Year of the Horse autonomous and prosperous 🐎⚡ https://t.co/Z1f9Iu0hix Happy Spring Festival🧧 Year of the Horse autonomous and prosperous 🐎⚡ https://t.co/Z1f9Iu0hix"  
[X Link](https://x.com/pbeisel/status/2023426642002223182)  2026-02-16T15:57Z 24.6K followers, [----] engagements


"Cybercab production: April Elon says April. Jeff thinks Cybercab production starts in April whatever the initial ramp. Best way to improve the ramp is to get going. Confident Teslas Cybercab is starting production in April. Elon has said that is the case and honestly thats what you do with really complex products you start production find things at lower velocities and fix them quickly to go much faster eventually https://t.co/z6FUQaeaaO Confident Teslas Cybercab is starting production in April. Elon has said that is the case and honestly thats what you do with really complex products you"  
[X Link](https://x.com/pbeisel/status/2023610878256705802)  2026-02-17T04:10Z 24.6K followers, [----] engagements


"Planning. Europe plans a lot and does absolutely nothing"  
[X Link](https://x.com/pbeisel/status/2016165413546283349)  2026-01-27T15:04Z 24.1K followers, [----] engagements


"@SawyerMerritt @Starlink Ryanair will come around or they will remove toilets on planes to save money. Something's gotta give"  
[X Link](https://x.com/pbeisel/status/2016170321418846299)  2026-01-27T15:23Z 24.1K followers, [----] engagements


"Jim (@jimcramer) is right in the long run. Calling Tesla a car company today is like calling Apple a PC company in [----]. The stock either moves on FOMO or it moves when the revenues make denial impossible. Jim Cramer today on @Tesla: "Repeat after me Teslas a robot company. Teslas an autonomous driving play. Its not just a car company. And this might be the quarter that defines that new narrative. The stock goes higher if so heres whats going to happen. The stock is just https://t.co/RbiqA5gOUO Jim Cramer today on @Tesla: "Repeat after me Teslas a robot company. Teslas an autonomous driving"  
[X Link](https://x.com/pbeisel/status/2016221923504726503)  2026-01-27T18:49Z 24.2K followers, [----] engagements


"I own two EVs: a [----] Tesla Model [--] Performance and a Rivian R1T Quad. I love them both for different reasons. I genuinely cant imagine going back to an ICE vehicle. Electric motors versus engines are simply better quiet incredibly smooth and insanely fast. I dont miss gas stations at all. I charge both vehicles overnight in my garage and when Im around town I never need public charging. When I do travel Superchargers are everywhere (and the Rivian is welcome too). My per mile cost are lower by about a half. I dont miss oil changes or other engine-related maintenance. I dont miss starting a"  
[X Link](https://x.com/pbeisel/status/2016298398463426953)  2026-01-27T23:52Z 24.4K followers, 25.9K engagements


"@Matthew02388332 AI4 (HW4) has been in place since Jan [----] prior to that AI3 (HW3) was [----]. Does the tech change Yea I kind of think you want that. Plenty of people with [--] year old Tesla's on the road however"  
[X Link](https://x.com/pbeisel/status/2016350509557485611)  2026-01-28T03:19Z 24.4K followers, [---] engagements


"This is pretty interesting and it can get much more interesting. I think the underlying system is being set up for voice control via Grok integration. In effect the programming language becomes your voice. That would allow Tesla to perform triggered actions through conversational voice programming. Example: Me: Tesla every time I leave the car remind me to check the trunk. Tesla: OK. Do you only want me to do that if you opened the trunk on this drive Me: Yes thats a good idea. Tesla: Done. NEWS: Tesla to introduce new automations app in China (and maybe eventually other regions) letting"  
[X Link](https://x.com/pbeisel/status/2016563729006284850)  2026-01-28T17:27Z 24.3K followers, 10.7K engagements


"RT @Tesla_Megapack: [---] Megapacks have been installed at Copia Power's Maricopa project in Arizona - one of the largest Megapack deployment"  
[X Link](https://x.com/pbeisel/status/2016573489839493268)  2026-01-28T18:06Z 24.4K followers, [---] engagements


"And now we have no chase cars. https://x.com/SawyerMerritt/status/2016641875101225288 Chase Car Conspiracy Tesla is operating a small number of Robotaxis in Austin now without safety observers. These vehicles are followed by chase cars. Some believe this is a form of deception on Teslas part. Apparently a conspiracy. Well conspiracy theory is truly the https://x.com/SawyerMerritt/status/2016641875101225288 Chase Car Conspiracy Tesla is operating a small number of Robotaxis in Austin now without safety observers. These vehicles are followed by chase cars. Some believe this is a form of"  
[X Link](https://x.com/pbeisel/status/2016681477933846890)  2026-01-29T01:15Z 24.4K followers, [----] engagements


"If you dont understand Teslas indication that it will double capex this year (to $20B) then you dont understand the opportunity its trying to seize. With AI were in the most transformative period in human history and Tesla is going all-in. Thats bullish in my view. There are times to conserve and times to spend. This is clearly the time to spend. Unlike legacy auto Tesla is transforming its business right before our eyes. $TSLA https://twitter.com/i/web/status/2016731200690540723 https://twitter.com/i/web/status/2016731200690540723"  
[X Link](https://x.com/pbeisel/status/2016731200690540723)  2026-01-29T04:32Z 24.4K followers, 42.7K engagements


"And people need to understand this is not a reckless company when it comes to its balance sheet Elon is a very efficient capital allocator. The only high-order bit is seizing opportunity"  
[X Link](https://x.com/pbeisel/status/2016733974530576897)  2026-01-29T04:43Z 24.3K followers, [----] engagements


"Tesla is retooling the company around embodied intelligence. Optimus Gen [--] lands in Q1 [----] the first version built for mass production. Model S and X are being wound down as early as Q2 [----]. Fremont capacity gets redeployed to Optimus. An honorable discharge straight into a robot factory. The goal: 1M Optimus units per year from the space S/X occupy today. This wont ramp overnight real volume likely late [----] but the message is unmistakable. Follow the money: [----] capex $20B driven by Optimus factory expansion and AI compute (Cortex 2). https://t.co/DEe5eCkLZt https://t.co/DEe5eCkLZt"  
[X Link](https://x.com/pbeisel/status/2016893078972596288)  2026-01-29T15:15Z 24.3K followers, 17.5K engagements


"@MKBHD You tend to miss the signal a lot. Just saying. https://x.com/elonmusk/status/2016879551138120027 @MKBHD New Roadster will be incredible https://x.com/elonmusk/status/2016879551138120027 @MKBHD New Roadster will be incredible"  
[X Link](https://x.com/pbeisel/status/2016898885432795583)  2026-01-29T15:39Z 24.4K followers, [----] engagements


"@Jason Kaja"  
[X Link](https://x.com/pbeisel/status/2016917316945289418)  2026-01-29T16:52Z 24.3K followers, [---] engagements


"Optimus production lines Line 1: Fremont CA 1M unit annual capacity Line 2: Austin TX 10M unit annual capacity 🤖 @WR4NYGov Optimus [--] will be built in Texas at much higher volume @WR4NYGov Optimus [--] will be built in Texas at much higher volume"  
[X Link](https://x.com/pbeisel/status/2016924909495341393)  2026-01-29T17:22Z 24.4K followers, 24.7K engagements


"@barrese_chris A von Neumann self-replicating machine"  
[X Link](https://x.com/pbeisel/status/2016928428931633171)  2026-01-29T17:36Z 24.3K followers, [---] engagements


"@TimTsla @Jason Yes I own a Rivian and a Tesla"  
[X Link](https://x.com/pbeisel/status/2016952790028104107)  2026-01-29T19:13Z 24.1K followers, [--] engagements


"Regarding Teslas substantial increase in capital expenditures for 2026: A few months ago I spoke with an investment advisor at one of the bluest of blue-chip firms. His main concern wasnt risk it was restraint. Why isnt Tesla spending more Ive always believed Elon Musk has an unusually good instinct for when to press and when to hold back on investment better than almost any CEO. Still the question resonated. For a company sitting at the intersection of multiple massive growth vectors under-investing would be the bigger mistake. That concern has now been addressed. Tesla is meaningfully"  
[X Link](https://x.com/pbeisel/status/2016957116993720496)  2026-01-29T19:30Z 24.4K followers, 22K engagements


"@StarkXInc @MKBHD I dont work at RIvian you dumb ass"  
[X Link](https://x.com/pbeisel/status/2016959748730737140)  2026-01-29T19:40Z 24.1K followers, [--] engagements


"@yoemsri Model S & X not Y or 3"  
[X Link](https://x.com/pbeisel/status/2016973527220634086)  2026-01-29T20:35Z 24.3K followers, [---] engagements


"@cromagnus @MKBHD What do you think of Elon Musk"  
[X Link](https://x.com/pbeisel/status/2016973897539997769)  2026-01-29T20:37Z 24.3K followers, [---] engagements


"Possible merger A little weird that SpaceX would be @X. Space and free speech I guess. 🚀💬 Good on AI front however"  
[X Link](https://x.com/pbeisel/status/2017001926869848168)  2026-01-29T22:28Z 24.4K followers, [----] engagements


"And this https://x.com/niccruzpatane/status/2017002464071872934 Holy Shit. This is all happening much sooner than I thought. https://t.co/8BMK8GEq2k https://x.com/niccruzpatane/status/2017002464071872934 Holy Shit. This is all happening much sooner than I thought. https://t.co/8BMK8GEq2k"  
[X Link](https://x.com/pbeisel/status/2017003819595682116)  2026-01-29T22:35Z 24.4K followers, [----] engagements


"Even if this were to happen you wouldnt just wake up one day to find the companies merged. A move like that would require a Tesla shareholder vote. The downside in my view is the amount of locked-up value in a combined entity. SpaceX is likely worth more on its ownespecially if it were public. That said Tesla shareholders could sidestep the messiness of a SpaceX IPO entirely to get a piece of SpaceX. Holy Shit. This is all happening much sooner than I thought. https://t.co/8BMK8GEq2k Holy Shit. This is all happening much sooner than I thought. https://t.co/8BMK8GEq2k"  
[X Link](https://x.com/pbeisel/status/2017008129364648066)  2026-01-29T22:53Z 24.3K followers, 24.8K engagements


"@technoking_420 Plenty of money out there"  
[X Link](https://x.com/pbeisel/status/2017022799626510631)  2026-01-29T23:51Z 24.3K followers, [---] engagements


"A mobile device Elon style an AI-first mobile device. Purely generative no apps no traditional OS. Think of it as portable intelligence. Likely able to run the "intelligence" side of Optimus to move & carry an Optimus brain with you. @Andercot @sdamico Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets. @Andercot @sdamico Not out of the question at some point. It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets"  
[X Link](https://x.com/pbeisel/status/2017040729558962622)  2026-01-30T01:02Z 24.4K followers, [----] engagements


"Cool that Ed is reporting on this. But not posting the video to X directly Instagram Not exactly reading the room here @EdLudlow . LOL. Tesla/SpaceX combination. Reporting summary: https://t.co/BamU8rmDS0 Tesla/SpaceX combination. Reporting summary: https://t.co/BamU8rmDS0"  
[X Link](https://x.com/pbeisel/status/2017265423453196529)  2026-01-30T15:55Z 24.4K followers, [----] engagements


"@alojoh Morgan Stanley Goldman Sachs JPMorgan Chase BofA"  
[X Link](https://x.com/pbeisel/status/2017302842391072973)  2026-01-30T18:24Z 24.4K followers, [----] engagements


"@Muskstaycalm Not even close and not even in the class to run this type of device. AI5 is a monster and totally unsuitable for a mobile device (AI5 = 250W iPhone neural core running flat out. 5W). Requires a new chip"  
[X Link](https://x.com/pbeisel/status/2017307929414938816)  2026-01-30T18:44Z 24.4K followers, [---] engagements


"@matthewstoller This is a dumb take. But you got your engagement congratulations"  
[X Link](https://x.com/pbeisel/status/2017311968236081352)  2026-01-30T19:00Z 24.4K followers, [----] engagements


"@HeroDividend Dear Sharon It took me more than [--] minutes to read your email. Thanks Ryan"  
[X Link](https://x.com/pbeisel/status/2017415999331680633)  2026-01-31T01:53Z 24.4K followers, [----] engagements


"This Still wanna make S and X at Fremont Tesla - Creating Taiwan's GDP in One Factory in Texas Here's some more crazy Optimus math. Here's a breakdown of the revenue contribution for each of Tesla's existing factories. These numbers are rough estimates but Giga Shanghai is Tesla's current "jewel in the crown" https://t.co/ciIpalgH1p Tesla - Creating Taiwan's GDP in One Factory in Texas Here's some more crazy Optimus math. Here's a breakdown of the revenue contribution for each of Tesla's existing factories. These numbers are rough estimates but Giga Shanghai is Tesla's current "jewel in the"  
[X Link](https://x.com/pbeisel/status/2017430361652027610)  2026-01-31T02:50Z 24.4K followers, [----] engagements


"@niccruzpatane I'll take 2"  
[X Link](https://x.com/pbeisel/status/2017434913692389575)  2026-01-31T03:09Z 24.4K followers, [----] engagements


"@yoemsri @cryptoquick Mostly inference"  
[X Link](https://x.com/pbeisel/status/2017655296953581581)  2026-01-31T17:44Z 24.4K followers, [---] engagements


"@cryptoquick @yoemsri Inference not training"  
[X Link](https://x.com/pbeisel/status/2017658955162652707)  2026-01-31T17:59Z 24.4K followers, [---] engagements


"@SawyerMerritt They deserve $0.00"  
[X Link](https://x.com/pbeisel/status/2017661779229508018)  2026-01-31T18:10Z 24.4K followers, 10.3K engagements


"@niccruzpatane L-O-S-E-R"  
[X Link](https://x.com/pbeisel/status/2017751732298928340)  2026-02-01T00:07Z 24.4K followers, [----] engagements


"The Tesla AIx family of chips includes the forthcoming AI5 (2026/27) AI6 AI7 and AI8. AI5 targets Optimus and FSD (Tesla vehicles and Cybercab). Dojo 3/4 refers to Teslas computer architecture for data centerscale inference and training. Dojo [--] will be coupled with AI7 Dojo [--] with AI8. Analogous at the system level to NVIDIAs GB200 NVL72 rack-scale platform a liquid-cooled full-rack design integrating [--] Blackwell GPUs and [--] Grace CPUs via NVLink into a single high-bandwidth compute fabric Dojo aggregates large numbers of AIx chips into tightly coupled purpose-built systems optimized for"  
[X Link](https://x.com/pbeisel/status/2018006506609025284)  2026-02-01T17:00Z 24.4K followers, 17.8K engagements


"So where you see this posted will be part of SpaceX. Wild. Seems like Elon Musk just confirmed that SpaceX and xAI are merging. https://t.co/MggoAiqFw7 Seems like Elon Musk just confirmed that SpaceX and xAI are merging. https://t.co/MggoAiqFw7"  
[X Link](https://x.com/pbeisel/status/2018357937245495650)  2026-02-02T16:16Z 24.4K followers, [----] engagements


"SpaceXTesla Collision Course A year ago I wrote about the coming convergence between Tesla and SpaceX. The thesis has held up directionally at least. The missing piece was space-based data centers. SpaceX owns the orbital infrastructure but the compute story points straight back to Teslas AIx chip family and Dojo. And if there is ever a phone (as Ive suggested before: it likely pulls chips from Tesla software from xAI (soon folded into SpaceX) and Starlink 5G++ for communications. Wild https://x.com/pbeisel/status/2017270688894324891 https://t.co/rocrpOwBav"  
[X Link](https://x.com/pbeisel/status/2018391857303375954)  2026-02-02T18:31Z 24.5K followers, 44K engagements


"xAI is part of SpaceX now. http://spacex.com http://spacex.com"  
[X Link](https://x.com/pbeisel/status/2018439258567274658)  2026-02-02T21:39Z 24.4K followers, 11.5K engagements


"@ContrarianCurse So let me get this straight: Elon knows how to create value and you know how to complain about him doing so"  
[X Link](https://x.com/pbeisel/status/2018522498980364443)  2026-02-03T03:10Z 24.4K followers, 15.5K engagements


"@_groktuah @ContrarianCurse So who is he "saving" in your calculus Certainly its not SpaceX which has a solid business certainly not Tesla. Would that be xAI/X "Keep" implies more than one"  
[X Link](https://x.com/pbeisel/status/2018814812952944748)  2026-02-03T22:32Z 24.4K followers, [--] engagements


"@FreeSpeech_on_X That is a great question. Should SpaceX IPO I'm sure there will be an immediate drag on TSLA stock. But I think it will recover fast there is an enormous bunch of capital out there that would want to buy it on sale"  
[X Link](https://x.com/pbeisel/status/2018821198847824338)  2026-02-03T22:57Z 24.4K followers, [----] engagements


"Its difficult for me to see the best path (and none of this is even in my particular wheelhouse so readers take note I have no M&A skills other than helping Rivian prepare for its IPO). The combined entity can always sell more stock (increase the float) in contrast to debt financing. But again beyond my pay grade. I am just noting they need a lot more capital between them for the plans we see in front of us. What is super interesting though is this is the first time that Elon's interest may not be 100% aligned with the $TSLA shareholder. "We" don't own SpaceX (yet)"  
[X Link](https://x.com/pbeisel/status/2018826735526289579)  2026-02-03T23:19Z 24.4K followers, [---] engagements


"@CarsGuitars4Me @Scobleizer I believe Elon is serious about DC in space its a perfect link up for all sorts of inference use cases down to an Earth device"  
[X Link](https://x.com/pbeisel/status/2018896469730943261)  2026-02-04T03:56Z 24.4K followers, [--] engagements


"I said X so like this for a rocket ride. Like SpaceX xAI X. X 🚀"  
[X Link](https://x.com/pbeisel/status/2018915082093351181)  2026-02-04T05:10Z 24.4K followers, [----] engagements


"Ironic that an AI company is advertising that it doesn't do ads. Clever tho. Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds https://t.co/PXoaZtmCWA Anthropic just took a big swipe at OpenAI's decision to put ads in ChatGPT. Anthropic is airing ads mocking ChatGPT ads during the Super Bowl and they're hilarious 😅 Anthropic is also committing to no ads in Claude https://t.co/LR1v4xz9ds"  
[X Link](https://x.com/pbeisel/status/2019072318375653800)  2026-02-04T15:35Z 24.4K followers, [----] engagements


"@mitchdeg Standard horseshit. I could run circles around this analysis"  
[X Link](https://x.com/pbeisel/status/2019098490270605315)  2026-02-04T17:19Z 24.4K followers, [----] engagements


"@PTrubey @artsimage @AdanGuajardo @Tesla @Tesla_AI @robotaxi @SpaceX @grok @X Its mapping"  
[X Link](https://x.com/pbeisel/status/2019107787608105032)  2026-02-04T17:56Z 24.4K followers, [---] engagements


"@PTrubey @artsimage @AdanGuajardo @Tesla @Tesla_AI @robotaxi @SpaceX @grok @X Feels like mutually exclusive issues we are talking about here. Starlink might be just for Starlink testing including them at first on all Robotaxi vehicles for services. Or possibly Starlink is there to move massive (100%) data in near real-time for training. Or both"  
[X Link](https://x.com/pbeisel/status/2019121468605624521)  2026-02-04T18:50Z 24.4K followers, [--] engagements


"The moment your cost of access to space becomes low" Elon Musk Thats what SpaceX is really about. Its fundamentally a cost-per-kilogram-to-orbit business and at scale it becomes the only business that can deliver truly scaled economics in space especially once Starship is fully operational. New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more. https://t.co/dJ4dLluTMr New season of Cheeky Pint starts tomorrow First up: @dwarkesh_sp and I sit down with @elonmusk to discuss space GPUs and much more."  
[X Link](https://x.com/pbeisel/status/2019125178454929550)  2026-02-04T19:05Z 24.4K followers, [----] engagements


"I believe this Tesla is on this mission of safety with autonomy. Hey all thanks for the birthday wishes really super kind esp @SenTedCruz for mentioning it. On all the comments I want to say there is no effort too large no pain too high no process too long that we arent willing to do to make roads safer for the world - full stop Hey all thanks for the birthday wishes really super kind esp @SenTedCruz for mentioning it. On all the comments I want to say there is no effort too large no pain too high no process too long that we arent willing to do to make roads safer for the world - full stop"  
[X Link](https://x.com/pbeisel/status/2019246905361068430)  2026-02-05T03:09Z 24.4K followers, 18.2K engagements


"Tesla or SpaceX That is the question. Read below why I see a Tesla connect here. Obviously SpaceX for connectivity. Now we can see why these companies belong together. When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This https://t.co/sNELEirSEZ When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something"  
[X Link](https://x.com/pbeisel/status/2019432312480624867)  2026-02-05T15:25Z 24.4K followers, [----] engagements


"What do these companies have in common NeXT was founded by Steve Jobs after he was forced out of Apple. Apple later acquired NeXT bringing Jobs back as CEO and the rest is history NeXT was headquartered in an iconic glass-and-concrete building at [----] Deer Creek Road in Palo Alto that featured a staircase designed by architect I. M. Pei. Today Tesla has a significant engineering presence on Deer Creek Road as well (though that location is not Teslas main headquarters). When NeXT was there in the 1990s the area was mostly horse farms with NeXT as the notable exception. Deer Creek Road sits"  
[X Link](https://x.com/pbeisel/status/2019632248824427000)  2026-02-06T04:40Z 24.4K followers, [----] engagements


"This post speaks to the broader concept of a digital mind. xAI is pursuing a digital human AI (sometimes called Macrohard): an intelligence that can mimic human behavior in digital form. Optimus as an embodied physical humanoid performs real-world human tasks. Each represents a manifestation of the same idea a digital mind. One that can remain with you continuously moving seamlessly across interactive devices (aka a phone). This is the domain of xAI and its why SpaceX and Tesla ultimately belong together. When Elon talks about the possibility of a future phone hes not talking about a phone at"  
[X Link](https://x.com/pbeisel/status/2019799469299253694)  2026-02-06T15:44Z 24.5K followers, [----] engagements


"@JohannesKalpers @tpgoebel @teslawelt @alex_avoigt @Tesla_NL_TR @aelluswamy @larsmoravy High level: something to ignore. Low level: their AI restriction I think amounts to centralized training only not on-vehicle learning (this is what Tesla does anyway)"  
[X Link](https://x.com/pbeisel/status/2019812551534739812)  2026-02-06T16:36Z 24.4K followers, [---] engagements


"Elon you need to go faster. @PeterDiamandis Its not impossible @PeterDiamandis Its not impossible"  
[X Link](https://x.com/pbeisel/status/2019813134672994659)  2026-02-06T16:39Z 24.5K followers, 15.2K engagements


"Regardless of efficient capital allocation it doesn't appear that Tesla is spending enough. Senior management openly admits that (recent earnings call) noting the fab ("Terafab") and solar panel production increase is not included in current capex raise. More reason for a Tesla SpaceX merger. More efficient more capital faster execution. How does Tesla compete with Big Tech's massive CapEx spending With Microsoft spending $114 to $150 billion this year Google spending $175 to $185 billion and Amazon spending $200 billion how does Tesla - which plans to spend "only" $20 billion in [----] -"  
[X Link](https://x.com/pbeisel/status/2019815006976823299)  2026-02-06T16:46Z 24.4K followers, [----] engagements


"@LinkN01 Every time you listen to these goons you realize why they aren't credible bears"  
[X Link](https://x.com/pbeisel/status/2019816570751709241)  2026-02-06T16:52Z 24.5K followers, [----] engagements


"@CernBasher Tesla will be forced to increase spending on the fab and solar panel production initiatives (not currently accounted for in the capex raise)"  
[X Link](https://x.com/pbeisel/status/2019825013340401973)  2026-02-06T17:26Z 24.5K followers, [----] engagements


"@EmmanuelMacron Its like you are Gavin Newsom. Ever hear him make odd claims about California's economy"  
[X Link](https://x.com/pbeisel/status/2020165662514057463)  2026-02-07T16:00Z 24.5K followers, [----] engagements


"@JJ_McCullough No but perhaps Apple has. https://x.com/pbeisel/status/2017270688894324891 When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from todays iPhones. No apps. No traditional OS. Purely generative. But theres a deeper layer to this. This https://t.co/sNELEirSEZ https://x.com/pbeisel/status/2017270688894324891 When Elon talks about the possibility of a future phone hes not talking about a phone at all. Hes talking about an AI device something fundamentally different from"  
[X Link](https://x.com/pbeisel/status/2020210163949695003)  2026-02-07T18:56Z 24.5K followers, [----] engagements


"@julienvm You will have Starlink"  
[X Link](https://x.com/pbeisel/status/2020223876828123405)  2026-02-07T19:51Z 24.5K followers, [----] engagements


"Elon am I required to always write MACROHARD in all caps"  
[X Link](https://x.com/anyuser/status/1987930207924482082)  2025-11-10T17:07Z 24.6K followers, 17.3K engagements

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