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[@LimitingThe](/creator/twitter/LimitingThe)
""A small amount of well-timed flexibility the ability to reduce load for a few dozen hours per year when the grid is most strained can significantly reduce system-wide costs." Batteries can play a large role in mitigating increasing electricity costs due to AI data centers"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948422938920652889) 2025-07-24 16:40:03 UTC 53.8K followers, 6666 engagements


"Panasonic had a grand opening for their battery cell factory in Kansas yesterday. The 2170 cells produced there will have X% greater energy density. Presumably that means X% greater than their current 2170 cells produced in Nevada. That would put the energy density of those cells around XXX Wh/kg. Panasonic says this facility will increase their total U.S. production capacity to XX GWh Their actual current production at Giga Nevada is about 40GWh on probably XX GWh of production capacity. That means this plant will be capable of XX GWh capacity and XX GWh of actual production I find the claim"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1945492565241057416) 2025-07-16 14:35:47 UTC 53.8K followers, 5590 engagements


"Every type of electricity generation is needed to put America at the forefront Grid 101: There is no be-all and end-all energy generation technology. The grid is an ecosystem with niches. Your bias towards certain electricity generation types is moronic Something that generates electricity by its very definition isn't parasitic What's parasitic is the lobbyists that have attached themselves to your skull and burrowed into your brain"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948837704705200426) 2025-07-25 20:08:11 UTC 53.8K followers, XXX engagements


"@karpathy @elonmusk Ha Mine's named Shadowfax too"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948115736381075901) 2025-07-23 20:19:20 UTC 53.8K followers, 13.4K engagements


"That article is from X years ago. It's likely that the one extra line of 3-4 GWh was already installed an the supply is spoke for. I covered that in my Q1 earnings call video. Next as for the other 2170 cell supply in that article in Kansas: It's currently producing exactly X GWh of cells per year. It has a nameplate capacity of XX GWh but it will never actually reach that do to yield losses part of the supply is expected to go to other auto manufacturers and usually it take 2-3 years to ramp these facilities. Meanwhile Tesla needs XX GWh of additional capacity in XX months at minimum. That"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1901355328194666511) 2025-03-16 19:30:10 UTC 53.8K followers, XXX engagements


"One of the things currently sorely lacking in many places is a sense of community Every aspect of the Tesla Diner is designed to do that It provides a defined space a spectacle beauty food and entertainment This is more important in general and more important now than people realize This is what makes cities like Paris so attractive If @elonmusk can mass produce these it will probably increase the birth rate 😂 (A sense of community is critical to increasing birth rates)"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947610015323340827) 2025-07-22 10:49:47 UTC 53.7K followers, 11.1K engagements


"🎯 Energy supply and energy demand are asynchronous It doesn't matter whether you're using a nuclear power plant or wind turbines to create the supply it will never match up with demand So energy storage in some form maximizes the benefit to the suppliers and the consumers of energy For suppliers it increases capital efficiency and for consumers it decreases prices"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948383555983196568) 2025-07-24 14:03:33 UTC 53.8K followers, 1736 engagements


"@joAnneSongs72 @elonmusk @xai Unfortunately you don't know enough about this to structure your query properly to get the right answer Grok is still an idiot That is don't outsource your brain quite yet"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947736659568824666) 2025-07-22 19:13:01 UTC 53.7K followers, XX engagements


"I'm both apprehensive about this and interested to see what Elon's cooking. The worst case scenario is that Elon splits the Republican vote at an extremely critical time in the nation's history ceding seats to Democrat candidates that are no better than the Republicans they replace. The best case scenario is that Elon's strategic about which candidates he promotes and where providing a tent for high quality Democrat and Republican candidates that are disgusted with their parties - pushing the grifters out of Congress. That is I think it's way to early to have a strong opinion about Elon's"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1939815403087102439) 2025-06-30 22:36:46 UTC 53.8K followers, 11.6K engagements


"@Stevenwoolery @elonmusk @xai He said Colossus X is going to be X million 550000 is just the start"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947724637791531212) 2025-07-22 18:25:15 UTC 53.7K followers, XXX engagements


"Elon already has the plan just get the fuck out of the way and stop throwing sticks in his wheel"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948082423348052462) 2025-07-23 18:06:58 UTC 53.8K followers, 35K engagements


"@PTrubey That's exactly why I posted this. I just said to focus on the actions and not the words"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948404477834199093) 2025-07-24 15:26:41 UTC 53.7K followers, XXX engagements


"Sam is on the PR defensive today XXX GW is great but the critical question is. By when The reason he leaves that information out is because the answer is likely several years"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947725369890533884) 2025-07-22 18:28:09 UTC 53.8K followers, 22.6K engagements


"Trump wants Elon to thrive Let's hope the actions match the words"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948394744746225872) 2025-07-24 14:48:01 UTC 53.8K followers, 21K engagements


"If Elon has 550k GB200 & GB300 GPUs going online in the next couple of months at Colossus X that puts him a year ahead of any other of the players in the AI space. I can't possibly stress how demoralizing Colossus X will be for the competition"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947706936847212563) 2025-07-22 17:14:55 UTC 53.8K followers, 81.4K engagements


"Quite possibly Elon's greatest innovation lol I'm so sick of the tipping culture now I avoid going out to eat at all costs because of it"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947704049240842641) 2025-07-22 17:03:26 UTC 53.8K followers, 55.3K engagements


"It takes a lot of precision to be able to grip that popcorn carton without crushing it"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1947484675993210991) 2025-07-22 02:31:43 UTC 53.8K followers, 71.4K engagements


"Waymo crash data below. The major takeaway here is that it's not the end of the world if a Tesla Robotaxi gets in an accident. There will probably be a media uproar when it does happen. But the Robotaxi can be immediately be compared to Waymo and human drivers by folks like us here on X which will filter its way back into the media. Furthermore the Waymo data gives regulators a counterargument if they're pressured. That is it's good to have Waymo out ther paving the way for Robotaxi and thank God for X. Shout out to @JOBhakdi for showing this website in a recent video. I'll link the website"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1946205822129787365) 2025-07-18 13:50:01 UTC 53.8K followers, 50.7K engagements


"I had an angry day on X today so I'm glad to see that other people had angrier days 😂"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1948937750700265790) 2025-07-26 02:45:43 UTC 53.8K followers, 6340 engagements


"Painful as it is I think Tesla may need to vertically integrate into graphite as well"  
![@LimitingThe Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1215825810214383617.png) [@LimitingThe](/creator/x/LimitingThe) on [X](/post/tweet/1946230176884392210) 2025-07-18 15:26:48 UTC 53.8K followers, 12.5K engagements

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@LimitingThe ""A small amount of well-timed flexibility the ability to reduce load for a few dozen hours per year when the grid is most strained can significantly reduce system-wide costs." Batteries can play a large role in mitigating increasing electricity costs due to AI data centers"
@LimitingThe Avatar @LimitingThe on X 2025-07-24 16:40:03 UTC 53.8K followers, 6666 engagements

"Panasonic had a grand opening for their battery cell factory in Kansas yesterday. The 2170 cells produced there will have X% greater energy density. Presumably that means X% greater than their current 2170 cells produced in Nevada. That would put the energy density of those cells around XXX Wh/kg. Panasonic says this facility will increase their total U.S. production capacity to XX GWh Their actual current production at Giga Nevada is about 40GWh on probably XX GWh of production capacity. That means this plant will be capable of XX GWh capacity and XX GWh of actual production I find the claim"
@LimitingThe Avatar @LimitingThe on X 2025-07-16 14:35:47 UTC 53.8K followers, 5590 engagements

"Every type of electricity generation is needed to put America at the forefront Grid 101: There is no be-all and end-all energy generation technology. The grid is an ecosystem with niches. Your bias towards certain electricity generation types is moronic Something that generates electricity by its very definition isn't parasitic What's parasitic is the lobbyists that have attached themselves to your skull and burrowed into your brain"
@LimitingThe Avatar @LimitingThe on X 2025-07-25 20:08:11 UTC 53.8K followers, XXX engagements

"@karpathy @elonmusk Ha Mine's named Shadowfax too"
@LimitingThe Avatar @LimitingThe on X 2025-07-23 20:19:20 UTC 53.8K followers, 13.4K engagements

"That article is from X years ago. It's likely that the one extra line of 3-4 GWh was already installed an the supply is spoke for. I covered that in my Q1 earnings call video. Next as for the other 2170 cell supply in that article in Kansas: It's currently producing exactly X GWh of cells per year. It has a nameplate capacity of XX GWh but it will never actually reach that do to yield losses part of the supply is expected to go to other auto manufacturers and usually it take 2-3 years to ramp these facilities. Meanwhile Tesla needs XX GWh of additional capacity in XX months at minimum. That"
@LimitingThe Avatar @LimitingThe on X 2025-03-16 19:30:10 UTC 53.8K followers, XXX engagements

"One of the things currently sorely lacking in many places is a sense of community Every aspect of the Tesla Diner is designed to do that It provides a defined space a spectacle beauty food and entertainment This is more important in general and more important now than people realize This is what makes cities like Paris so attractive If @elonmusk can mass produce these it will probably increase the birth rate 😂 (A sense of community is critical to increasing birth rates)"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 10:49:47 UTC 53.7K followers, 11.1K engagements

"🎯 Energy supply and energy demand are asynchronous It doesn't matter whether you're using a nuclear power plant or wind turbines to create the supply it will never match up with demand So energy storage in some form maximizes the benefit to the suppliers and the consumers of energy For suppliers it increases capital efficiency and for consumers it decreases prices"
@LimitingThe Avatar @LimitingThe on X 2025-07-24 14:03:33 UTC 53.8K followers, 1736 engagements

"@joAnneSongs72 @elonmusk @xai Unfortunately you don't know enough about this to structure your query properly to get the right answer Grok is still an idiot That is don't outsource your brain quite yet"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 19:13:01 UTC 53.7K followers, XX engagements

"I'm both apprehensive about this and interested to see what Elon's cooking. The worst case scenario is that Elon splits the Republican vote at an extremely critical time in the nation's history ceding seats to Democrat candidates that are no better than the Republicans they replace. The best case scenario is that Elon's strategic about which candidates he promotes and where providing a tent for high quality Democrat and Republican candidates that are disgusted with their parties - pushing the grifters out of Congress. That is I think it's way to early to have a strong opinion about Elon's"
@LimitingThe Avatar @LimitingThe on X 2025-06-30 22:36:46 UTC 53.8K followers, 11.6K engagements

"@Stevenwoolery @elonmusk @xai He said Colossus X is going to be X million 550000 is just the start"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 18:25:15 UTC 53.7K followers, XXX engagements

"Elon already has the plan just get the fuck out of the way and stop throwing sticks in his wheel"
@LimitingThe Avatar @LimitingThe on X 2025-07-23 18:06:58 UTC 53.8K followers, 35K engagements

"@PTrubey That's exactly why I posted this. I just said to focus on the actions and not the words"
@LimitingThe Avatar @LimitingThe on X 2025-07-24 15:26:41 UTC 53.7K followers, XXX engagements

"Sam is on the PR defensive today XXX GW is great but the critical question is. By when The reason he leaves that information out is because the answer is likely several years"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 18:28:09 UTC 53.8K followers, 22.6K engagements

"Trump wants Elon to thrive Let's hope the actions match the words"
@LimitingThe Avatar @LimitingThe on X 2025-07-24 14:48:01 UTC 53.8K followers, 21K engagements

"If Elon has 550k GB200 & GB300 GPUs going online in the next couple of months at Colossus X that puts him a year ahead of any other of the players in the AI space. I can't possibly stress how demoralizing Colossus X will be for the competition"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 17:14:55 UTC 53.8K followers, 81.4K engagements

"Quite possibly Elon's greatest innovation lol I'm so sick of the tipping culture now I avoid going out to eat at all costs because of it"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 17:03:26 UTC 53.8K followers, 55.3K engagements

"It takes a lot of precision to be able to grip that popcorn carton without crushing it"
@LimitingThe Avatar @LimitingThe on X 2025-07-22 02:31:43 UTC 53.8K followers, 71.4K engagements

"Waymo crash data below. The major takeaway here is that it's not the end of the world if a Tesla Robotaxi gets in an accident. There will probably be a media uproar when it does happen. But the Robotaxi can be immediately be compared to Waymo and human drivers by folks like us here on X which will filter its way back into the media. Furthermore the Waymo data gives regulators a counterargument if they're pressured. That is it's good to have Waymo out ther paving the way for Robotaxi and thank God for X. Shout out to @JOBhakdi for showing this website in a recent video. I'll link the website"
@LimitingThe Avatar @LimitingThe on X 2025-07-18 13:50:01 UTC 53.8K followers, 50.7K engagements

"I had an angry day on X today so I'm glad to see that other people had angrier days 😂"
@LimitingThe Avatar @LimitingThe on X 2025-07-26 02:45:43 UTC 53.8K followers, 6340 engagements

"Painful as it is I think Tesla may need to vertically integrate into graphite as well"
@LimitingThe Avatar @LimitingThe on X 2025-07-18 15:26:48 UTC 53.8K followers, 12.5K engagements

creator/twitter::1215825810214383617/posts
/creator/twitter::1215825810214383617/posts