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[@PTrubey](/creator/twitter/PTrubey)
"-------- CFO/Financials --------- Oof. Elon: "We could have a few rough quarters coming up Q4 Q1 Q2 but 2H26 looks great maybe end of next year." Next several years Tesla will transition from pre-autonomy to post-autonomy. "Some teething pains will occur." Robotaxi should have material impact on Tesla financials by the end of 2026. BBB will negatively impact all operations including vehicles energy. $284M Bitcoin gain in Q1 va $125M loss in Q1. $9B() of capex for rest of 2025. Tesla will be financing Robotaxi network through a combination of cash and eventually debt financing based on"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158640835412090) 2025-07-23 23:09:49 UTC 7632 followers, 10.8K engagements


"@joma_gc Thanks for the summary so I dont have to wade through all the garbage. While mildly interesting in a voyeuristic kind of way in the end who cares what Hunter Biden says and thinks"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1947449755359187415) 2025-07-22 00:12:58 UTC 7631 followers, 56.3K engagements


"Will the stock price tumble on this Who the heck knows. Predicting $TSLA is a fools errand. You think its going to zig and it zags. And you dont want to be late to the party when it does finally start going up because historically it has huge quick run ups"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948397028264009876) 2025-07-24 14:57:05 UTC 7632 followers, XXX engagements


"@weighingin2 @Starlink Yeah those cheap on off toggle switches get you every time 😜"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948549557564178691) 2025-07-25 01:03:11 UTC 8146 followers, XXX engagements


"@SawyerMerritt Yeah that was disappointing"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948394298577387663) 2025-07-24 14:46:14 UTC 8221 followers, 22.5K engagements


"@WholeMarsBlog Yeah I thought it was really weird that they didn't mention the longer Model Y in the earnings call at all"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949321186325783023) 2025-07-27 04:09:22 UTC 8244 followers, XXX engagements


"----- Upcoming November Shareholder Meeting ----- When asked about Tesla investing in xAI Elon said shareholders should put forward proposals for the upcoming shareholder meeting. Smart call to remove himself from this since he has personal conflicts of interest on this. Elon said he hopes his compensation is addressed at the shareholder meeting. Shareholder meeting will have more info about AI"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158960076497112) 2025-07-23 23:11:05 UTC 7636 followers, 7933 engagements


"I don't know if it'll delay Cybercab. AI4 might be able to do it a projected 10x parameter count for it is huge. What's more worrying is that it will be four years between AI4 and AI5. Meanwhile NVIDIA has moved to a yearly release cadence. Personally I think the chances of Dojo ever catching up to NVIDIA are slim"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948509779586154912) 2025-07-24 22:25:07 UTC 7632 followers, XXX engagements


"@VonDoss2 @larsmoravy Cybercab most definitely will be real. They did their first crash test of it last week"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949324478363705756) 2025-07-27 04:22:26 UTC 8247 followers, 8449 engagements


"@larsmoravy talked today about manufacturing Cybercab at the X Takeover event. One of the hardest things about their unboxed process is how to connect all the cross car wiring together. Remember that unboxed means the car is built in modules and only fully assembled at the end"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949309676732268824) 2025-07-27 03:23:38 UTC 8244 followers, 53.2K engagements


"Three months ago I wrote that $TSLA is going through a transition no less dramatic than what Netflix did when it transitioned to online streaming from mailing DVDs. I predicted a smooth transition unlike Netflix's XX% stock drop. I may have been optimistic. 🧵"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948396698566643871) 2025-07-24 14:55:47 UTC 7632 followers, XXX engagements


"Yes Lars did mention that thanks for reminding me. The answer is NO Tesla will not make such a vehicle. Tesla is truly in the middle of a "Netflix" transition where they are moving fully to autonomous vehicles. The implication is no new human driven vehicles Here's a post where I talked about what Netflix went through themselves and how it relates to Tesla"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949283040469159940) 2025-07-27 01:37:47 UTC 8253 followers, 23.4K engagements


"-------- Affordable Models --------- Will be pushed back to 25Q4 launch (probably to sell current lineup in US as federal tax credit expires in Q3). When asked about what it looks like Elon said something about it looking like a Model Y but unsure if he was joking Elon stop making jokes on earnings calls. Seriously"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158704706371989) 2025-07-23 23:10:04 UTC 7635 followers, 9895 engagements


"Yeah up thread: But AIs have already invented new technologies that are being used today. Remember protein folding Or the AI that discovered how to reduce plasma instabilities in a fusion reactor NVIDIA has an AI to build their AI chips. It's the only way they can pump out new chips every year"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949288652527526009) 2025-07-27 02:00:05 UTC 8246 followers, XX engagements


"Nonetheless the CEO is saying that we are in a gap between automotive revenues stalling out and Robotaxi business taking off. It would have been nice if Tesla could have managed to not actually decline automotive revenues but here we are"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948397115681481197) 2025-07-24 14:57:26 UTC 7632 followers, XXX engagements


"@SawyerMerritt He didnt need to say that but I understand the impulse to get ahead of the incorrect canard that SpaceX receives subsidies. Trump however didnt mention SpaceX at all"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948549265879695645) 2025-07-25 01:02:01 UTC 8229 followers, 48.2K engagements


"@Atomic_Ferret @larsmoravy I understand I used to be in your camp. But after using the latest FSD constantly I have come to the conclusion that it is safer then me. Like by a lot. And the combination of me supervising and it driving makes it even safer still. Especially on drudging commutes"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949288175660335330) 2025-07-27 01:58:11 UTC 8253 followers, 1651 engagements


"@larsmoravy Cybercab is engineered to be long lasting and hyper efficient on a cost/mile basis. It has cheap easily replaceable body panels. I suspect Tesla will self insure owned Cybercabs and will repair them after accidents. Yet another vertical integration cost reduction strategy"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949266836597690429) 2025-07-27 00:33:24 UTC 8245 followers, 57.7K engagements


"@drycathode @WholeMarsBlog In Europe I believe German car brands and Chinese cars are selling just fine there. Let me know if Im wrong"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948246850105950367) 2025-07-24 05:00:20 UTC 7632 followers, XX engagements


"@matthew2529_ Stock market looks ahead 6-12 months only. Elon said Tesla earnings arent going to rise for another 12-18 months. So people are moving their money into better performing assets for the next 9-12 months. Very rational"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948556401586094227) 2025-07-25 01:30:23 UTC 8040 followers, XX engagements


"@larsmoravy Lars is most looking forward to Semi. Total Cost Of Ownership will be so compelling itll be a no brainer for truck operators to buy it. Wish he was asked about charging infrastructure since I suspect that'll be the gating factor for both depot and long haul"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949268046604014020) 2025-07-27 00:38:12 UTC 8247 followers, 51.1K engagements


"@ozently @dok2001 @Starlink @Cloudflare Nobody knows 😀"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948480337987994083) 2025-07-24 20:28:08 UTC 7632 followers, XXX engagements


"@the_og_jmosser @larsmoravy You could be right. Certainly that's what the AI data center folks have had to do. Drop in nuclear micro-reactors can't come soon enough"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949312703996309884) 2025-07-27 03:35:39 UTC 8169 followers, XX engagements


"@carsonight @larsmoravy I agree but as Pepsico said it can take XX months to build a Semi charger installation with utility interconnects upgrades Megapack etc. That's why I said charging will be a gating factor. Once people decide they want to buy they'll get stuck behind this bottleneck"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949311657433498069) 2025-07-27 03:31:30 UTC 8243 followers, XX engagements


"@hbf_alex @Atomic_Ferret @larsmoravy In 5-10 years in some areas it'll be illegal to drive yourself around except at race tracks. Maybe there'll be a resurgence of closed tracks for just that kind of thing"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949325087527870627) 2025-07-27 04:24:52 UTC 8243 followers, XXX engagements


"@GoingBallistic5 But AIs have already invented new technologies that are being used today. Remember protein folding Or the AI that discovered how to reduce plasma instabilities in a fusion reactor NVIDIA an AI to build their AI chips. It's the only way they can pump out new chips every year"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949281249656254869) 2025-07-27 01:30:40 UTC 8245 followers, XXX engagements


"@WholeMarsBlog 💯 It's kinda criminal actually. We could easily have a million more cars on the road using FSD now reducing accidents. People are literally dying because Elon DOESN'T EFFING ADVERTISE his lifesaving product"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948162689630691617) 2025-07-23 23:25:54 UTC 7632 followers, XXX engagements


"@dok2001 @Starlink @Cloudflare Its always BGP isnt it Hope they didnt get hacked"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948479879164432455) 2025-07-24 20:26:18 UTC 7818 followers, 1312 engagements


"@larsmoravy The upcoming unboxed process for Cybercab increases line speed and manufacturing density. Instead of moving these big empty frames all over the factory on a long 150-200 station final assembly line unboxed has a XX station final assembly line"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949266399685439693) 2025-07-27 00:31:39 UTC 8253 followers, 59.9K engagements


"-------- Energy Megapack --------- Will the BBB's negative impact on solar energy impact the sales pipeline for Megapack No. Current Megapack sales are not heavily paired with solar. Also solar will still be built. Also see the growth in datacenter and standalone and worldwide markets. Forecasting a very strong 2H25. Investing heavily in LFP to come on line by end of 2025 for stationary storage localization of US battery supply for Megapack/Powerwall. Houston will see the second US Megapack factory in 2026. Megapacks upgrades coming (they had previously talked about integrating utility"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158836843659453) 2025-07-23 23:10:36 UTC 7636 followers, 8004 engagements


"@chazman Thats a good point. Ive been using FSD since 2015 so Ive had many many years to get used to it. Ive forgotten what its like as a brand new user"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948177586972201166) 2025-07-24 00:25:06 UTC 7636 followers, XXX engagements


"@sankaet Correct. I havent seen anything out of China yet that makes me believe they are ahead in capabilities. As I keep saying the entire humanoid AI robot industry is still very much in the R&D stage"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949108964731265112) 2025-07-26 14:06:04 UTC 8125 followers, XX engagements


"Summaries of the just concluded Tesla earnings call. -------- Robotaxi --------- Austin service area will expand in "2 weeks" to a significantly bigger area than Waymo's 10x Tesla's current size. Next areas include SF Bay Area Florida Arizona Nevada. In process of getting regulatory approval for SF Bay Area. Robotaxi available to half of US population by end of this year subject to regulatory approval (I'd take this with a grain of salt). Should have unmanned delivery in Bay Area and Austin by end of year. About putting customer cars into Robotaxi network Elon said "Haven't thought hard about"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948158488083116379) 2025-07-23 23:09:13 UTC 8253 followers, 176K engagements


"@freshjiva Yeah I was surprised no one mentioned this on the earnings call or that Tesla didn't address it themselves"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948414978974945398) 2025-07-24 16:08:25 UTC 7635 followers, XXX engagements


"I loathe Private Equity. These are investment companies that buy profitable businesses and like vampires suck all possible profits out of these cash cow businesses while typically not investing in future growth. They either sell the resultant empty husk to a greater fool or let the business wither away and die after making their money. My own startup ended up being acquired by PE after I had left it and (thankfully) had zero financial interest left in it. After my VCs ousted me as CEO (I was too young/inexperienced in their eyes that's a whole story too) they hired a professional manager"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949147296949751859) 2025-07-26 16:38:23 UTC 8253 followers, XXX engagements


"Tesla VP of Vehicle Engineering @larsmoravy talked for XX minutes today at the X Takeover event and he gave us some nuggets. A 🧵"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949266268684767252) 2025-07-27 00:31:08 UTC 8253 followers, 1M engagements


"@GoingBallistic5 Elon then talked about super intelligence. His metric is that ASI must invent new technologies. I think Elon has a big blind spot here. He implies that an LLM like Grok is the path to get to ASI"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949280820818292763) 2025-07-27 01:28:58 UTC 8253 followers, XXX engagements


"@TomerHacohen Robotaxi expansion will indeed drive everything in the next year. Right now we are still seeing interventions so not clear when and how fast they can expand. Its probably better than Waymo now even with the interventions but Tesla has high standards"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948482512491348423) 2025-07-24 20:36:46 UTC 7632 followers, XXX engagements


"Hes saying that earnings are going to be bad or flat for the next four quarters() AND the only way out will be a brand new speculative Robotaxi service which has zero revenue/earnings guidance. Ouch"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948396923498738022) 2025-07-24 14:56:40 UTC 7632 followers, XXX engagements


"Looks like Tesla Robotaxi will be rolling out in these cities next based on Autopilot job postings. Tempe AZ Henderson NV Palo Alto CA Jacksonville FL Fremont CA San Diego CA And of course Austin"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1943145892175057278) 2025-07-10 03:10:57 UTC 7632 followers, 72.9K engagements


"Elon in yesterdays earnings call: So I mean does that mean like we could have a few rough quarters Yes we probably could have a few rough quarters. And I'm not saying we will but we could Q4 Q1 maybe Q2. But once you get to autonomy at scale in the second half of next year certainly by the end of next year I think I would be surprised if Tesla's economics are not very compelling"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948396851172122740) 2025-07-24 14:56:23 UTC 8086 followers, XXX engagements


"You realize Tesla stubbed their toe with Optimus recently right They were forced to redesign various parts of Optimus when they found out their initial V3 design wasnt going to work for cost/reliability/longevity reasons. Elon had predicted 5000 Optimus X bots by end of 2025. It now sounds like on the order of dozens of V3 prototypes. It is still early days in the humanoid robot space so this isnt a critical problem yet. But there exist credible US and Chinese competitors who arent standing still and are spinning up their finished manufacturing lines now. This isnt 2008/2012 when Tesla had no"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948244387298963866) 2025-07-24 04:50:33 UTC 7631 followers, 9248 engagements


"@GoingBallistic5 What's the point of these projections when Tesla doesn't even have a viable prototype made nor a manufacturing line It's all a bit silly right now"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948401623044092011) 2025-07-24 15:15:21 UTC 8220 followers, XXX engagements


"Overall a fairly information dense update. I don't know what the share price will do with this though: Elon: "We could have a few rough quarters coming up Q4 Q1 Q2 but 2H26 looks great maybe end of next year.""  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948159257146450017) 2025-07-23 23:12:16 UTC 8239 followers, 6766 engagements


"@carsonight @larsmoravy Early adopters are building charging infrastructure NOW at their depots but how many are doing so Do you know of any"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949311870021533888) 2025-07-27 03:32:20 UTC 8244 followers, XX engagements


"@niccruzpatane One of the many problems with the X is non foldable second row seats. If this new Y has foldable second and third row seats that would be great"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1945646280723894672) 2025-07-17 00:46:36 UTC 7630 followers, 2200 engagements


"@TeslaBoomerMama NO ONE KNOWS ABOUT IT. Tesla is horrible at communicating how great their cars are. Word of mouth worked in 2015. It doesn't work in 2025 And Tesla isn't getting good free positive press like they used to either"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948162125991723138) 2025-07-23 23:23:40 UTC 7632 followers, 2400 engagements


"@Starlink Configuration issue Some single point of failure malfunctioning Bad software update Hacker attack Google data center going down Did I miss anything"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1948475022689140993) 2025-07-24 20:07:00 UTC 8247 followers, 115.1K engagements


"@SilvaKennet @WholeMarsBlog @squawksquare It's because the reasons are different. SEC rules forbid you to disclose material information about a company except through official channels and a random interview isn't an official channel. There's no law/rule about saying dumb crap about politics unfortunately"  
![@PTrubey Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::990361260.png) [@PTrubey](/creator/x/PTrubey) on [X](/post/tweet/1949321990504153494) 2025-07-27 04:12:33 UTC 8235 followers, XX engagements