# ![@TeslaLarry Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::24383169.png) @TeslaLarry Larry Goldberg

Larry Goldberg posts on X about tesla, elon musk, spacex, $tsla the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::24383169/interactions)
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- [--] Week [---------] +660%
- [--] Month [---------] -49%
- [--] Months [----------] +2,082%
- [--] Year [----------] +26%

### Mentions: [--] [#](/creator/twitter::24383169/posts_active)
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- [--] Week [--] +29%
- [--] Month [---] +45%
- [--] Months [---] +172%
- [--] Year [---] -34%

### Followers: [------] [#](/creator/twitter::24383169/followers)
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- [--] Week [------] +0.51%
- [--] Month [------] +4.60%
- [--] Months [------] +19%
- [--] Year [------] +27%

### CreatorRank: [-------] [#](/creator/twitter::24383169/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::24383169/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[automotive brands](/list/automotive-brands)  [stocks](/list/stocks)  [celebrities](/list/celebrities)  [finance](/list/finance)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [us election](/list/us-election)  [travel destinations](/list/travel-destinations)  [cryptocurrencies](/list/cryptocurrencies) 

**Social topic influence**
[tesla](/topic/tesla) #1851, [elon musk](/topic/elon-musk) #3660, [spacex](/topic/spacex) #611, [$tsla](/topic/$tsla), [in the](/topic/in-the), [money](/topic/money), [investment](/topic/investment), [ukraine](/topic/ukraine), [ipo](/topic/ipo), [starlink](/topic/starlink)

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@teslaboomermama](/creator/undefined) [@tesla](/creator/undefined) [@garyblack00](/creator/undefined) [@spacex](/creator/undefined) [@farzyness](/creator/undefined) [@herbertong](/creator/undefined) [@alojoh](/creator/undefined) [@wholemarsblog](/creator/undefined) [@billackman](/creator/undefined) [@bradsferguson](/creator/undefined) [@wr4nygov](/creator/undefined) [@joetegtmeyer](/creator/undefined) [@thejefflutz](/creator/undefined) [@grok](/creator/undefined) [@davidsacks](/creator/undefined) [@sawyermerritt](/creator/undefined) [@muldoonmartin](/creator/undefined) [@scorpiotiger77](/creator/undefined) [@cernbasher](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [StarLink (STARL)](/topic/starlink) [GrokCoin (GROKCOIN)](/topic/grok) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Optimus (OPTIMUS)](/topic/optimus) [StarShip (STARSHIP)](/topic/starship) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Starbase (STAR)](/topic/starbase) [GARY (GARY)](/topic/gary)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@neffajawea @WholeMarsBlog @Kristennetten @_bennettm_ 919.599.2837"  
[X Link](https://x.com/TeslaLarry/status/1361677591741087745)  2021-02-16T14:03Z 43.7K followers, [--] engagements


"Tesla is re-defining market segments crossing established model/type/demographic boundaries while maintaining record beating customer satisfaction ratings. Statistically speaking this is not the behavior of a product family that is likely to have some arbitrary ceiling"  
[X Link](https://x.com/TeslaLarry/status/1510364169949884421)  2022-04-02T21:10Z 27.7K followers, [--] engagements


"@john_Rosevear believes that there is an anti-Tesla sentiment springing from Elon Musks antics and persona. If that is so then it seems not yet to have an impact on demand which continuously exceeds supply even as the company constantly expands production"  
[X Link](https://x.com/TeslaLarry/status/1510364171199823879)  2022-04-02T21:10Z 27.7K followers, [--] engagements


"Amazing the lack of stress in the 10Q of the Shanghai forced shutdown. Looking at the results without any foreknowledge one would have been astounded to hear of that news. Its like the company just took it in stride. Also undeniable is that TSLA has become a money-printer"  
[X Link](https://x.com/TeslaLarry/status/1553782901757693952)  2022-07-31T16:41Z 26.3K followers, [---] engagements


"Operating cash flow of $6.3b() allowed capital investment of $3.5b while paying down $2.2b of long-term debt. Given the Shanghai shutdown limits on revenues + ramping of two plants the future estimates of $6-8b Capex p.a. look like trivial barriers to TSLA growth"  
[X Link](https://x.com/TeslaLarry/status/1553782903083089920)  2022-07-31T16:41Z 26.3K followers, [---] engagements


"Talking of growth 1st half [----] over 1st Half 2021: Sales: +59.7% Gross Profit: +90.1% Operating Expenses: +13.6% Net Income (GAAP) +253% Wow Talk about incredible execution in extraordinary circumstances"  
[X Link](https://x.com/TeslaLarry/status/1553782904408489986)  2022-07-31T16:41Z 26.3K followers, [---] engagements


"The operating leverage is absolutely mind blowing second in impact only to cash generation. In H2 [----] we can expect revenues of about $50b profits of about $11b (non-GAAP) and a cash flow of $5-7b after Capex expenses and the last vestige of LT debt is erased"  
[X Link](https://x.com/TeslaLarry/status/1553782905633218565)  2022-07-31T16:41Z 26.3K followers, [---] engagements


"@elonmusk @ICannot_Enough Make the side mirrors detachable"  
[X Link](https://x.com/TeslaLarry/status/1560312762064044034)  2022-08-18T17:08Z 43.2K followers, [--] engagements


"@EmmetPeppers @MatchasmMatt @TeslaBoomerMama I worried these numbers for a time as they seemed bullish to me. But I have reviewed them fully and now I am beginning to see them as fair in the current macros as explained in my reply to Matt. I think Tesla is going to be rerated upward significantly over the next years"  
[X Link](https://x.com/TeslaLarry/status/1568624490006863872)  2022-09-10T15:36Z 43.1K followers, [--] engagements


"The global heavy duty (Class 7&8) market [----] exceeded $350b on 4.3m units growing at 4% per annum; the largest market/growth is AsiaPAC with 77% by units dominated by China India distant second; NAFTA with 10%; Europe with 7%; South America 3% and RoW 1%"  
[X Link](https://x.com/TeslaLarry/status/1599607790074736641)  2022-12-05T03:33Z 26.4K followers, [--] engagements


"@sspencer_smb @ICannot_Enough @TSLAFanMtl @elonmusk THAT - financial discipline - is what makes Elon Musk the finest CEO alive today (and perhaps in history). His sense of risk management while growing - at breakneck pace - some of the riskiest businesses on earth"  
[X Link](https://x.com/TeslaLarry/status/1639274729273012227)  2023-03-24T14:35Z 26.2K followers, [---] engagements


"@rohanspatel @teardowntitan @Ford @Tesla @CorySteuben We have to pay respect to Jim Farley and Elon Musk for truly stepping up on this one. Hopefully GM can join this party"  
[X Link](https://x.com/TeslaLarry/status/1661867855418195968)  2023-05-25T22:52Z 16.9K followers, [--] engagements


"Ford Factor (Part 2): Competing charging networks particularly in the US have largely failed to provide reliable convenient economic and fast charging. Fords own network is an agglomeration of these third parties which has led to dissatisfaction amongst customers"  
[X Link](https://x.com/TeslaLarry/status/1662937850810081284)  2023-05-28T21:44Z 16.9K followers, [----] engagements


"Ford Factor (Part 3) For Ford to meet its ambitious EV plans on which it is allocating an enormous amount of capital betting the company it needs the charging problem to go away. The Tesla network represents the best of all worlds to this dilemma: it is immediately available"  
[X Link](https://x.com/TeslaLarry/status/1662937852374667265)  2023-05-28T21:44Z 16.9K followers, [----] engagements


"Conclusion: After doing this research I have come to believe that there is a path to a $20b p.a. Supercharging business yielding as much as $3 per $TSLA share within the next [--] years. This would include expanding to multiple OEMs but as importantly the Semi charging business"  
[X Link](https://x.com/TeslaLarry/status/1662937859488194564)  2023-05-28T21:44Z 14.3K followers, [---] engagements


"@garyblack00 @elonmusk @NRO @ariblaff Incorrect. $LULU fired them for taking photos of the robbers in the act. That was the infraction of a "zero-tolerance" rule"  
[X Link](https://x.com/TeslaLarry/status/1663169211487731712)  2023-05-29T13:03Z 13.9K followers, [--] engagements


"I am retweeting a @ValueAnalyst1 retweet because it's an extremely valuable article for anyone interested in $TSLA"  
[X Link](https://x.com/TeslaLarry/status/1663558749062332425)  2023-05-30T14:51Z 14.3K followers, [--] engagements


"@PetarRafajlovic @DavidSacks No. I dont have a prediction. I do think Russia can still "win" this war in the sense that they will get a neutralization of some of the occupied territories and keep Crimea. That would without doubt be a loss for Ukraine but I doubt Putin survives such a "victory". Ukraine"  
[X Link](https://x.com/TeslaLarry/status/1666133721991327747)  2023-07-10T19:38Z 16.9K followers, [---] engagements


"@garyblack00 @TroyTeslike @giga_bull @bradsferguson I agree with @garyblack00 that @TroyTeslike has been the most consistent and reliable forecaster of $TSLA volumes of all - pro or private - forecasters. he has also demonstrated an initial but mild conservatism in the early days of the cycle which last quarter proved helpful"  
[X Link](https://x.com/TeslaLarry/status/1670251204708892672)  2023-06-18T02:04Z 16.9K followers, [--] engagements


"@RobertKennedyJr Wise up. Russia is about to retreat from Ukraine. US policy has been extremely helpful in that regard"  
[X Link](https://x.com/TeslaLarry/status/1672452421115576321)  2023-06-24T03:51Z 12.5K followers, 16.5K engagements


"@tavi_chocochip @FuturamaKing @Max_Plaid @WholeMarsBlog actual response: FSD is saving lives. RIGHT NOW. The statistics are irrefutable"  
[X Link](https://x.com/TeslaLarry/status/1673432074466873345)  2023-06-26T20:44Z 16.9K followers, [--] engagements


"@joshisblonde @bradsferguson @madmanx89 Well fine. Tesla is well positioned in buying and - some time in the future - refining it. Just don't mine it. The economics of mining run counter to the economic cycles of high tech companies"  
[X Link](https://x.com/TeslaLarry/status/1673904779553124354)  2023-06-28T04:20Z 16.9K followers, [---] engagements


"Total warranty claims by US OEMs from 18-23. GMs heightened claims experience since q4 [--] are due to Bolt battery fire claims. WW says of Tesla The company sold two and a half times as many cars in [----] as it did in [----] and its claims totals were around twice as high"  
[X Link](https://x.com/TeslaLarry/status/1674471493755871252)  2023-06-29T22:31Z 16.9K followers, [----] engagements


"Tesla claims' rate has been very consistent but GM & Ford were hit by a drop in revenue and servicing delays though the pandemic. Tesla hardly showed a blip and has claim levels consistently below OEMS. I believe this is due to the inherent simplicity of EV powertrain"  
[X Link](https://x.com/TeslaLarry/status/1674471495890771973)  2023-06-29T22:31Z 13.9K followers, [----] engagements


"Here is my thread from February detailing the impact of this growth in Tesla warranty reserves and how these are likely significantly more than requirements potentially masking an understatement in auto margins. I will be updating it in 2024"  
[X Link](https://x.com/TeslaLarry/status/1674471501850877957)  2023-06-29T19:15Z 16.9K followers, [----] engagements


"@WholeMarsBlog Ask him how much he spent on his campaign against Linux. "Speaking at the Net-Centric Operations Industry Forum in McLean Va. in April O'Dowd said Linux violates every principle of security. Linux suppliers LynuxWorks Inc. and MontaVista Software he asserted use offshore"  
[X Link](https://x.com/TeslaLarry/status/1674540643207598090)  2023-06-29T22:09Z 15.1K followers, [--] engagements


"@NeilBoltonRSPL @TroyTeslike @piloly @Tesla Neil to be fair all the analysts can and many do change their estimates right up to the last minute"  
[X Link](https://x.com/TeslaLarry/status/1674614544260292608)  2023-06-30T03:17Z 16.9K followers, [--] engagements


"@PolitiReality @BradMunchen @garyblack00 Sorry - one additional day of inventory A major miss I thought you were a serious person. Happy to take odds that $TSLA doesn't go down on this news"  
[X Link](https://x.com/TeslaLarry/status/1675699461752758273)  2023-07-03T02:54Z 16.9K followers, [--] engagements


"With Q2 Deliveries Tesla has passed the 4.5m EV cars delivered. In Q3 they will likely hit the 5m mark"  
[X Link](https://x.com/TeslaLarry/status/1676251881583124481)  2023-07-05T00:46Z 12.7K followers, [----] engagements


"Estimating Tesla Quarterly earnings has become more difficult as the company grows in complexity. I am at $1.08c in Non-GAAP earnings. Its higher than most projections largely due to adopting what I think is a good methodology proposed by @nextbigfuture. Well see"  
[X Link](https://x.com/TeslaLarry/status/1677738811432861709)  2023-07-08T17:57Z 24.3K followers, 30.3K engagements


"CORRECTED (DIluted Share Count) Estimating Tesla Quarterly earnings has become more difficult as the company grows in complexity. I am at $1.00c in Non-GAAP earnings. Its higher than most largely due to adopting what I think is a good methodology proposed by@nextbigfuture"  
[X Link](https://x.com/TeslaLarry/status/1677756263067787264)  2023-07-08T19:07Z 24.3K followers, 75.3K engagements


"It's apparent that Erdogan who should know a thing or two about the subject has decided who the winner is in this war. @DavidSacks @elonmusk"  
[X Link](https://x.com/TeslaLarry/status/1678540263357140993)  2023-07-11T07:38Z 16.9K followers, [----] engagements


"@garyblack00 @bradsferguson In this period of economic uncertainty the next two to three years have only one certainty: Tesla's capital spend commitments. There is no certainty of free cash flow other than the spreadsheets of analysts. This is the time for wise heads to prevail and hold ready that"  
[X Link](https://x.com/TeslaLarry/status/1679268115685822465)  2023-07-13T04:26Z 16.9K followers, [----] engagements


"@DavidSacks @ajtourville I'm really puzzled by David Sacks' response to the Ukraine war. OK he buys the line that Russia is reacting to NATO creeping up to the Russian border. But why does he buy the Russian propaganda line hook line and sinker and fail to see how Russia is struggling to stay in this"  
[X Link](https://x.com/TeslaLarry/status/1681032650264330242)  2023-07-17T20:06Z 16.9K followers, [---] engagements


"@garyblack00 @thejefflutz I highly doubt that Tesla will be charging "huge fees" for FSD. I think they will charge no more and perhaps significantly less than the classic Tier [--] suppliers from whom the OEMs would normally acquire their software from (not many will be able to build their own.)"  
[X Link](https://x.com/TeslaLarry/status/1682738556148563970)  2023-07-22T13:05Z 42.7K followers, [----] engagements


"I contributed my take on the Tesla 2nd Q earnings call to Herbert's compilation. Enjoy https://youtu.be/5bTMPIdTrP4 https://youtu.be/5bTMPIdTrP4"  
[X Link](https://x.com/TeslaLarry/status/1683140152820998144)  2023-07-23T15:40Z 41.1K followers, [----] engagements


"The first half of [--] didnt disappoint. The provision per vehicle which had fallen from its high in [----] and bottomed in [----] has risen significantly probably representing the S&X mix in sales. Actual expense per vehicle continues to fall reaching a record low level"  
[X Link](https://x.com/TeslaLarry/status/1684620538528854016)  2023-07-27T17:43Z 14.5K followers, [----] engagements


"Reserves have reached a record of $4.465 billion representing excess of several billions and indicating significant overprovision. This is a substantial cushion on Net Asset Value & Current Asset Ratio and accounts for 1%-1.5% of gross profit"  
[X Link](https://x.com/TeslaLarry/status/1684620540588265472)  2023-07-27T17:43Z 16.9K followers, [----] engagements


"@farzyness Farzad - Uber doesn't own a fleet. It IS a software company with a gigantic network of customers. Ideal launch pad for a robotaxi fleet - not a crazy idea at all"  
[X Link](https://x.com/TeslaLarry/status/1686932840561131520)  2023-08-03T10:38Z 16.9K followers, [----] engagements


"@garyblack00 GM is a prime candidate to license Tesla technology"  
[X Link](https://x.com/TeslaLarry/status/1689413709410512896)  2023-08-09T23:09Z 16.9K followers, 23.7K engagements


"Yesterday Nehal Trivedi and I appeared on the @RandyWKirk1 channel to talk about the prospects for a Tesla Gigafactory in India. I discuss the slides we presented on that subject in this 🧵"  
[X Link](https://x.com/TeslaLarry/status/1690475937349955584)  2023-08-12T21:30Z 16.9K followers, 38.6K engagements


"There are risks. India has a top-heavy bureaucracy worse than Germany worse than Mexico. There are also political risks: India hasn't always been freindly to the US. But there are offsetting opportunities byonf cars in batteries energy charging network and bots"  
[X Link](https://x.com/TeslaLarry/status/1690475969000136704)  2023-08-12T21:30Z 16.9K followers, [----] engagements


"Finally FSD. @aelluswamy has said that his dream is to be able to have FSD operate in India. Here is an illustration of just how challenging that is going to be"  
[X Link](https://x.com/TeslaLarry/status/1690475970812084228)  2023-08-12T21:30Z 16.9K followers, [----] engagements


"The problem though for traditional OEMs is that they have a huge technology and EV manufacturing deficit but their margins (let alone their traditional business models) are just too low to afford a massive investment need to catch up ("go left" in Jim Farley's words)"  
[X Link](https://x.com/TeslaLarry/status/1691223103228043264)  2023-08-14T22:59Z 16.9K followers, [---] engagements


"The proof lies in reviewing the return on assets for representative OEMs. It's shocking. Other than Tesla & Ferrari OEMs earn narrow margins unlikely to able support the investment demanded by the EV revolution. GM VW and Ford are in the absolute tail of this sorry parade"  
[X Link](https://x.com/TeslaLarry/status/1691223105014784001)  2023-08-14T22:59Z 16.9K followers, [---] engagements


"@elonmusk @DavidSacks So now we believe Insider Really Check the value of the ruble this morning"  
[X Link](https://x.com/TeslaLarry/status/1692842460462948367)  2023-08-19T10:14Z 16.9K followers, [----] engagements


"@elonmusk @ajtourville @stevenmarkryan Tesla needs to go further: provide licensing for drivetrain cooling and (future) [--] v Electric systems Batteries and battery components as well as manufacturing techniques"  
[X Link](https://x.com/TeslaLarry/status/1693990116791124447)  2023-08-22T14:14Z 16.9K followers, [----] engagements


"ROADTRIP Im setting off on my third cross country road trip in my Tesla Model X. The plan is to highlight for non-Tesla owners (such as @jimfarley98) on just how easy and joyful it can be to go cross country in a Tesla and catch up with my Tesla buddies across the country.🧵"  
[X Link](https://x.com/TeslaLarry/status/1694772284991398153)  2023-08-24T18:02Z 12.5K followers, [----] engagements


"Ill be posting my itinerary and dates closer to departure but the general route: from Raleigh NC stop in Charleston SC (site view site of the proposed Redwood materials plant); continue along the Gulf Coast to the site of the Tesla Lithium plant in Corpus Christi TX"  
[X Link](https://x.com/TeslaLarry/status/1694772288770490471)  2023-08-24T18:02Z 16.9K followers, [---] engagements


"@WR4NYGov @MatchasmMatt It's not interest rates. Its installation pains"  
[X Link](https://x.com/TeslaLarry/status/1694851647120249000)  2023-08-24T23:18Z 16.9K followers, [---] engagements


"I follow warranty data closely. This to me is a pretty ominous graph for Lucid's future. This company needs a management shakeup. A nearly 6% claims rate forcing an almost 8% Accrual Rate (and rising) is absolutely unsustainable. I'll be watching the trend closely"  
[X Link](https://x.com/TeslaLarry/status/1695083624431853664)  2023-08-25T14:40Z 15.1K followers, [----] engagements


"@ArtfulTakedown I voted for Joe Biden. Now I'm very worried about this VP because I'm not sure our president will do another five years. Hmmm. I'm thinking Nikki Haley. What are the negatives on her in your opinion"  
[X Link](https://x.com/TeslaLarry/status/1695192299356000549)  2023-08-25T21:51Z 16.9K followers, [---] engagements


"@bradsferguson I'm not sure you understand the concept of the local maximum. There "probably" will always be one. That's the nature of probabilistic learning. We humans suffer from it just as do machines. It's called judgement and we all suffer from bad judgement calls because of our priors"  
[X Link](https://x.com/TeslaLarry/status/1695259651841888274)  2023-08-26T02:19Z 16.9K followers, 19.3K engagements


"@ps5_expert_play @WR4NYGov @realGeorgeHotz @lexfridman @karpathy Changing gears"  
[X Link](https://x.com/TeslaLarry/status/1695526946032038337)  2023-08-26T20:01Z 16.9K followers, [---] engagements


"Elon Musk FSD v12 Demo Explained by Larry Goldberg; Also Charging Networ. via @YouTube"  
[X Link](https://x.com/TeslaLarry/status/1695818763600367838)  2023-08-27T15:21Z 16.9K followers, [----] engagements


"Reviewed Powell's speech at Jackson Hole. Tesla Stock Needs Bull; Bull Needs Good PCE Print; Larry Goldberg Explai. via @YouTube"  
[X Link](https://x.com/TeslaLarry/status/1695850204094738596)  2023-08-27T17:26Z 16.9K followers, [----] engagements


"Elon used it as a figure of speech to signify that they had reached a limit to the optimization with a particular architecture and in this sense you are using it in the same vein. But the reality is a lot more complex and nuanced. The issue is what is (and whether there is) the global maximum and what are the architecture and methods that achieve that. In brief I think the "local maximum" is an overworked metaphor"  
[X Link](https://x.com/TeslaLarry/status/1697072322669068570)  2023-08-31T02:22Z 16.9K followers, [--] engagements


"Elon used it as a figure of speech to signify that they had reached a limit to the optimization with a particular architecture and in this sense you are using it in the same vein. But the reality is a lot more complex and nuanced. The issue is what is (and whether there is) the global maximum and what are the architecture and methods that achieve that. In brief I think the "local maximum" is an overworked metaphor"  
[X Link](https://x.com/TeslaLarry/status/1697072432266264608)  2023-08-31T02:22Z 16.9K followers, [--] engagements


"@EdKrassen Highly unlikely this trial will take place - in Trump's case - in Fulton county. It's going to be moved to a federal court"  
[X Link](https://x.com/TeslaLarry/status/1697446324780618123)  2023-09-01T03:08Z 16.9K followers, [---] engagements


"So tonight I'm in Channel View Houston TX my second day on the road about [----] miles from home. Should be on Starbase tomorrow Very interesting couple of days. Saw the BMW Hyundai and KIA plants en route through motor Alley. I'll be discussing that in an X video tomorrow (also on my weekly wrap up with Randy Kirk)"  
[X Link](https://x.com/TeslaLarry/status/1697795015492145644)  2023-09-02T02:14Z 14.4K followers, [----] engagements


"@Kristennetten Yeah but that doesn't count 'cause according to the ADL Netanyahu is an anti-semite"  
[X Link](https://x.com/TeslaLarry/status/1698773762181665198)  2023-09-04T19:03Z 13K followers, [----] engagements


"@ERohatinsky @thedailybeast That is NOT an appropriate comparison. [--]. SpaceX donated the development to an ally. [--]. The Service was NOT ACTIVATED for the area in question. [--]. The ally called just before the targets were to be hit for the Service to be turned on"  
[X Link](https://x.com/TeslaLarry/status/1699986646752469204)  2023-09-08T03:22Z 26.3K followers, [----] engagements


"So I called this in my interview with Herbert https://x.com/herbertong/status/1700227971087479072 Larry Goldberg @TeslaLarry said this about Giga Mexico earlier this week https://t.co/ohx03GKTDM https://x.com/herbertong/status/1700227971087479072 Larry Goldberg @TeslaLarry said this about Giga Mexico earlier this week https://t.co/ohx03GKTDM"  
[X Link](https://x.com/TeslaLarry/status/1700260103885382022)  2023-09-08T21:29Z 26.3K followers, [----] engagements


"Just driven through the heartland of Texas and understand what you mean. I think these guys gonna love the Cybertruck"  
[X Link](https://x.com/TeslaLarry/status/1700373775098032221)  2023-09-09T05:01Z 16.9K followers, [----] engagements


"@thejefflutz @WalterIsaacson Correct Jeff. But in the circumstances of the initial attack by Russia there was no way to get it done going through offical channels. Which is why it should have transitioned to the federal government after the initial deliveries"  
[X Link](https://x.com/TeslaLarry/status/1700380104806056146)  2023-09-09T05:26Z 16.9K followers, 13.8K engagements


"@EdKrassen ".per year". Since when is a net worth valuation based on a dollar value "per year" This is written by an ignoramus"  
[X Link](https://x.com/TeslaLarry/status/1700383832074269079)  2023-09-09T05:41Z 17K followers, [--] engagements


"@Greg40177611 [----] options should be priced now.check them out"  
[X Link](https://x.com/TeslaLarry/status/1701420002635903300)  2023-09-12T02:18Z 13.6K followers, [--] engagements


"You are missing the main point. Elon did not block Starlink: the US government did. Starlink was delivered to Ukraine with all the Russian occupied territories blocked in accordance with the US rules on Starlink operations. SpaceX would have had to get US waivers to unblock Starlink in Crimea. Elon said yesterday at the All-in summit that had the US requested he turn on Starlink over Crimea he would have complied. It was exactly because he did not wish to conduct US foreign policy that he did not change the Starlink operations - which in the event would have been illegal. Ukraine should have"  
[X Link](https://x.com/TeslaLarry/status/1701595044271305164)  2023-09-12T13:54Z 33.7K followers, 21.6K engagements


"The magic of the All-in Summit is meetings with people - the planned & the serendipitous. I met many wonderful old and new friends; two of the latter example are the guys with whom I formed a Toika today @DutchRojas and @ullahald were my buddies"  
[X Link](https://x.com/TeslaLarry/status/1701789696014295456)  2023-09-13T02:47Z 16.9K followers, [----] engagements


"BREAKING (I think) I believe that Tesla has either hit or within the next week will hit the 5000000th car produced"  
[X Link](https://x.com/TeslaLarry/status/1702710715700924772)  2023-09-15T15:47Z 16.9K followers, 34.9K engagements


"Bingo I think I called it ON THE DAY"  
[X Link](https://x.com/TeslaLarry/status/1703271035754484187)  2023-09-17T04:53Z 14.4K followers, 14.3K engagements


"I arrived in Monterey last evening after a heavenly stay in Santa Barbara - or more accurately Montecito thanks to the kindness of friends. It's a magical place. This was the view during the day"  
[X Link](https://x.com/TeslaLarry/status/1703615398707630405)  2023-09-18T03:42Z 16.9K followers, [----] engagements


".and this was the view at sunset"  
[X Link](https://x.com/TeslaLarry/status/1703615400163029039)  2023-09-18T03:42Z 12.6K followers, [----] engagements


"The drive down Pacific Coast Highway to Monterey was dramatically enhanced by the vistas that can only be had in a Model X. Overnight I read about the 50000th Supercharging Post and @SawyerMerritt posted the location. I made a beeline there immediately"  
[X Link](https://x.com/TeslaLarry/status/1703615401782051064)  2023-09-18T03:42Z 12.6K followers, [----] engagements


"@ray4tesla Nah.they'll simply make up a whole new one"  
[X Link](https://x.com/TeslaLarry/status/1703799999019278624)  2023-09-18T15:55Z 16.9K followers, [---] engagements


"You wont be sorry. My X has taken me on several cross-continent roadtrips in the past year never once had any anxiety about range or charging. And driving on either FSD or Autopilot is really a game-changer. (currently in Northern Cali [----] miles outbound halfway through this trip.)"  
[X Link](https://x.com/TeslaLarry/status/1704225674062655816)  2023-09-19T20:07Z 16.9K followers, [---] engagements


"Had a blast on "Brighter with Herbert". We chatted about some of the most interesting of the latest of Tesla including my visit to number [-----] my call on the [--] millionth Tesla Hertz/Tesla App integration and quite a bit more https://x.com/herbertong/status/1704244956330930561s=20 https://x.com/herbertong/status/1704244956330930561s=20"  
[X Link](https://x.com/TeslaLarry/status/1704371958702596508)  2023-09-20T05:48Z 26.4K followers, 11.4K engagements


"I talk about why Jay Powell is like a guy optimistically contemplating his second marriage.and other"  
[X Link](https://x.com/TeslaLarry/status/1704668654938566682)  2023-09-21T01:27Z 16.9K followers, [----] engagements


"Selling into the hotel room at Yosemite. Don't expect too many posts"  
[X Link](https://x.com/TeslaLarry/status/1704973538346848424)  2023-09-21T21:39Z 16.9K followers, [---] engagements


"@BradMunchen You are reaching. Comparing head count across entire corporations without regard to product ranges distribution and sales methods is so simplistic as to be ludicrous. And of course you know that Tesla has multiple business lines automotive being one. Tesla has no dealership"  
[X Link](https://x.com/TeslaLarry/status/1705412436449480730)  2023-09-23T02:43Z 16.9K followers, [--] engagements


"@BradMunchen Tough week It's been [--] glorious YEARS and I'm up many millions. You"  
[X Link](https://x.com/TeslaLarry/status/1705593911446737378)  2023-09-23T14:44Z 26.3K followers, [---] engagements


"@WholeMarsBlog A Bain study last year showed that very few vehicle suppliers - only about 24% of them (my circled edit to their diagram) - would be capable of surviving a prolong storm. I used this extract from their study in my recent talk about Tesla as an OEM supplier to the Auto industry"  
[X Link](https://x.com/TeslaLarry/status/1707225913354518720)  2023-09-28T02:49Z 16.9K followers, [----] engagements


"@jaaron31 @WholeMarsBlog Significantly lower than other Auto Co's but nonetheless crucial relationships"  
[X Link](https://x.com/TeslaLarry/status/1707227704150421987)  2023-09-28T02:56Z 16.9K followers, [--] engagements


"After traveling [----] miles from coast to Coast and (almost) back and over [--] charging stops I finally came across my first Magic Dock. Evansville IN"  
[X Link](https://x.com/TeslaLarry/status/1707744724323586181)  2023-09-29T13:10Z 16.9K followers, [----] engagements


"Watch Dan O'Dowd being brilliantly trolled for the clown he is. We start with the END of the story"  
[X Link](https://x.com/TeslaLarry/status/1708257526465138789)  2023-09-30T23:08Z 16.9K followers, [----] engagements


"Jump Did you listen to what the Russian spokesman had to say He is calling for the "traditional lands of Russia" to be returned and he specifically mentions Poland Lithuania Latvia and Finaland. This is a basis for concern. grave concern. This is the way the Ukrainian war began"  
[X Link](https://x.com/TeslaLarry/status/1709638952678838422)  2023-10-04T18:37Z 16.9K followers, [--] engagements


"ummm.more than the combined pay of the CEOs of Apple Microsoft Google Tesla and SpaceX"  
[X Link](https://x.com/TeslaLarry/status/1710766418386461118)  2023-10-07T21:17Z 16.9K followers, [----] engagements


"@garyblack00 Gary it's time to tame the language. Stop talking about "uberbulls". It's ok to disagree with a point of view.it's not ok to call names. It's never been ok to call names and now would be a good time to end the practice"  
[X Link](https://x.com/TeslaLarry/status/1710857516207177746)  2023-10-08T03:19Z 16.9K followers, [----] engagements


"@gov_insights @garyblack00 Agreed"  
[X Link](https://x.com/TeslaLarry/status/1711039379584532607)  2023-10-08T15:22Z 26.4K followers, [--] engagements


"The Chinese communist government could def give Hilary some pretty good tips on how to effectively deprogram these bad bad people"  
[X Link](https://x.com/TeslaLarry/status/1711043608420258258)  2023-10-08T15:39Z 16.9K followers, [----] engagements


"@haaretzcom @abledoc So sad that people cannot let go of gotcha politics even at moments like this. Guys: this is a matter of the survival of the State of Israel. Do you not get it"  
[X Link](https://x.com/TeslaLarry/status/1711561779187183796)  2023-10-10T01:58Z 14.5K followers, 70.5K engagements


"(Part 1) My News Sources for Current World Events As promised yesterday I am posting a compendium of news feeds I pay most attention to these days. Since I now regard X as my principal source of news I keep one window open on my feed and keep a general watch for the accounts I mention below. It's not an exhaustive list limited in this post to news on current world affairs which means currently its mainly about Ukraine & Israel. Not saying there arent other important issues but those are the set of examples to demostrate that X is the best way to aggregate a really quality feed of the most"  
[X Link](https://x.com/TeslaLarry/status/1712165226504704237)  2023-10-11T17:56Z 16.9K followers, [---] engagements


"Part [--]. My News Sources for Current World Events Continuing the list of my leading current event news sources on X: NOELREPORTS Extremely timely reports on Ukraine Israel. He must keep a hair trigger watch on all news flow. Sawyer Merritt Latest breaking news on all things Tesla and Elon Musk. Plus his company Twin Birch makes the greatest Lifestyle apparel in the world. Of course I also follow all the official Tesla accounts for news and other MuskCo accounts particularly SpaceX for launch news. And I do follow Elon. But only for the memes"  
[X Link](https://x.com/TeslaLarry/status/1712165270079308194)  2023-10-11T17:56Z 16.9K followers, [----] engagements


"We just had an intense Space on the subject of Tesla buybacks. Link below. Here are my thoughts. Tesla's CapEx plans are based on factories equipment and other assets required for Tesla's expansion as planned. The liquidity resources of a company are not however limited to those needs. There is a strategic value of cash on hand which - sadly - has been forgotten due to the long era of free money with all the attendant financial engineering it encouraged. The EV auto market Autonomy the newly emergent alternate energy market the market for autonomous human-form robots and AI are the fields of"  
[X Link](https://x.com/TeslaLarry/status/1712204438239142026)  2023-10-11T20:32Z 12.6K followers, 88.4K engagements


"Thanks John. Not sure a specific figure - even $100B - is the issue. The real question is what the company has in mind to do with the cash. I mean in theory Tesla may wish to buy a very large OEM.plus say an Uber. Who knows. I dont. The point it the company does and I trust them with my money"  
[X Link](https://x.com/TeslaLarry/status/1712209629432709406)  2023-10-11T20:52Z 16.9K followers, [----] engagements


"@Adam_and_EVs @BrianRo54004133 Yeah. The competition is coming. Again"  
[X Link](https://x.com/TeslaLarry/status/1712211495461736838)  2023-10-11T21:00Z 16.9K followers, [--] engagements


"@freshjiva @ryQuant @TeslaBoomerMama @_SFTahoe @thepowerfulHRV @garyblack00 @GaryLovesTesla @Ancient_Geo I guess you skipped over priority number [--] on the slide and went straight to 4"  
[X Link](https://x.com/TeslaLarry/status/1712456493528723512)  2023-10-12T13:13Z 16.9K followers, [---] engagements


"@ryQuant posted a copy of the Master Plan [--] slide that shows Tesla's capital allocation strategy. Printing of "Share buyback Now" argue that Tesla has achieved both items [--] & [--] (Daily Operations & Growth) and skip straight to [--] (Excess) ignoring [--] - Elective Capital Expenditures Captive Financing Acquisitions and Debt Reduction. A sequential growth of 50% per annum from the base line Tesla set in [----] (500k) implies deliveries of 20m by [----] and 30m by [----]. This means a dramatic increase in capex from 2025: in [----] for example Tesla will have to INCREASE production over current levels by"  
[X Link](https://x.com/TeslaLarry/status/1712463372506071079)  2023-10-12T13:40Z 16.9K followers, [--] engagements


"@garyblack00 @freshjiva @ryQuant @TeslaBoomerMama @_SFTahoe @thepowerfulHRV @GaryLovesTesla @Ancient_Geo I disagree Gary. We are far from done with item [--]. Far. Robotaxi alone could absorb ALL excess capital for the next three years. Optimus could. You have no way to divine Tesla's plans for item [--]. None. Neither have I. I trust Tesla's judgement on item [--]. Clearly you do not"  
[X Link](https://x.com/TeslaLarry/status/1712464186779877731)  2023-10-12T13:44Z 14.4K followers, [----] engagements


"@garyblack00 @TeslaArk @TeslaBull10T @TeslaBoomerMama @freshjiva @ryQuant @_SFTahoe @thepowerfulHRV @GaryLovesTesla @Ancient_Geo @elonmusk .and $APPL had a trivial product roadmap zero factories and DRAMATICALLY more cash out of all properties to its investment plans vs $TSLA. There is ABSOLUTELY zero comparables in the two cases"  
[X Link](https://x.com/TeslaLarry/status/1712546920219164795)  2023-10-12T19:12Z 15.1K followers, [---] engagements


"1. So. Buybacks. Some final words. 🧵"  
[X Link](https://x.com/TeslaLarry/status/1712911800906228116)  2023-10-13T19:22Z 16.9K followers, 35.4K engagements


"2. Tesla outlined its capital expenditure plans for us in their 3/1 Investor Day Presentation (slide 171). It sets up [--] priority categories of Capital Allocation of which Share Buybacks/Dividends is the 4th. Ahead of it is [--]. Daily Operations [--]. Growth and [--]. Opportunities ./"  
[X Link](https://x.com/TeslaLarry/status/1712911802927906923)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"3. Tesla also provide details of their expected capital needs for item [--] (Growth). It comes to a stunning $150-$175B of which they have invested to date $28B. Thus they need an additional $122-$147B of capital from future cash flows to implement their plan./"  
[X Link](https://x.com/TeslaLarry/status/1712911804576231628)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"To understand where this is to come from we look at their Auto business to understand whether this is a realistic expectation. Here is a history of their prior guidance vs earnings in the past [--] years./"  
[X Link](https://x.com/TeslaLarry/status/1712911806602019284)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"Based on Tesla's guidance and the investments made to date in Gigafactories we constructed a strawman level of investment that is needed to meet the goals. The growth rate does lag behind 50% pa in the out years (its the law of large numbers) our plan reaches 20m by 2030./"  
[X Link](https://x.com/TeslaLarry/status/1712911808313340371)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"To those who point to Teslas current strong cash position compared to other "Magnificent 7" counters remember that Tesla is an Auto Manufacturer a capital intensive cyclical risky business and the capital considerations very different to software based companies./"  
[X Link](https://x.com/TeslaLarry/status/1712911813422002588)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"Each one of these is so disruptive and revolutionary that it is impossible to predict the risks and opportunities that they bring individually; thus no one not even Elon Musk can predict the strategic possibilities and threats that Tesla will face./"  
[X Link](https://x.com/TeslaLarry/status/1712911820548153465)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"In fact it may be valuable for Tesla to raise a further $25-$50b in order to have a very strong war chest to prepare for the opportunities to come as Auto OEMs around the world find themselves in very difficult situations. ./"  
[X Link](https://x.com/TeslaLarry/status/1712911821835788411)  2023-10-13T19:22Z 26.4K followers, [----] engagements


"In Summary: Teslas business plan - and potential opportunities - requires cash beyond current cash holdings. Tesla management fully understands the risks (and opportunities) that they face: calling for share buybacks at this stage is at once both unwise and counter productive"  
[X Link](https://x.com/TeslaLarry/status/1712911823177929102)  2023-10-13T19:22Z 16.9K followers, [----] engagements


"@freshjiva You are ignoring the detailed strategic plan that Tesla has provided us showing clearly that the cash is certainly going to be deployed and then some"  
[X Link](https://x.com/TeslaLarry/status/1713168547193422120)  2023-10-14T12:23Z 12.6K followers, [---] engagements


"@freshjiva The announced capex has consistently risen over the last year; they will rise again dramatically in [----] as Tesla executes its Master Plan Part [--]. The FCF coverage of Capex has been shrinking and will almost certainly be negative this quarter. This is from Bloomberg"  
[X Link](https://x.com/TeslaLarry/status/1713175854073676139)  2023-10-14T12:52Z 26.3K followers, [---] engagements


"You assume Tesla Capex is going to be stable. I guess you didnt read the post. It was too long. Sorry. I'll try again. These are NOT my guesses or your statements. These are Tesla's published plan. Tesla's plan is to invest $150-$175b by [----] of which they have already invested $28b. The rate of Capex has increased consistently YoY and I show that it is going to peak in the year [----] at $35b for the year - almost $9b a quarter. This is JUST for Autos and excludes Energy AI Optimus all of which are additive to that number (though they will be relatively small compared to autos.) But due to the"  
[X Link](https://x.com/TeslaLarry/status/1713179721263878309)  2023-10-14T13:07Z 16.9K followers, [----] engagements


"We'll revisit thhis in [----]. I believe that Tesla will be raising money by the issue of stock or by borrowing money. By [----]. Let's bookmark this BTW whichever way they fund the investment your acceptance of this number implicitly says that there is no way Tesla could return capital at this point"  
[X Link](https://x.com/TeslaLarry/status/1713192874081145037)  2023-10-14T13:59Z 16.9K followers, [---] engagements


"Sorry all a significant error in my previous post. Here is the correction. My Projected Q3 Results: $0.82 EPS - Non-GAAP. It's a LOT higher than I projected earlier in the Q (which was $.70.) Here are the details:"  
[X Link](https://x.com/TeslaLarry/status/1713999169952583739)  2023-10-16T19:23Z 16.9K followers, 18.3K engagements


"@tomkeene @DivesTech Now do debt"  
[X Link](https://x.com/TeslaLarry/status/1714052300031840584)  2023-10-16T22:54Z 16.9K followers, [--] engagements


"@SawyerMerritt It would have been quite helpful for Elon to put that statement into the simple terms that you have. Until he does the market had only your word against his very obtuse statements. How do you think that plays"  
[X Link](https://x.com/TeslaLarry/status/1715121200903381206)  2023-10-19T21:42Z 16.9K followers, 13.7K engagements


"@28delayslater How about "Stops advertising""  
[X Link](https://x.com/TeslaLarry/status/1715733395764851130)  2023-10-21T14:14Z 16.9K followers, [--] engagements


"General David Sacks (@DavidSacks) recent claim on the All-in Pod that Ukraine has lost the war led me to examine his claim. Here are the facts I have uncovered leading me to a very different conclusion (Warning: long 🧵)"  
[X Link](https://x.com/TeslaLarry/status/1716898128723636655)  2023-10-24T19:23Z 12.6K followers, 62.2K engagements


"(2) I have not factored damaged items into the calculations as it is assumed that both sides will recover its damaged material but only a small percentage will be able to be re-used"  
[X Link](https://x.com/TeslaLarry/status/1716898141826662748)  2023-10-24T19:23Z 12.5K followers, [----] engagements


"(Use of captured equipment is possible in this war because both sides use weapons complying to the old Soviet (and new Russian) military standards. Western materials recently introduced would not be usable by Russia but to date this has not been a major factor.)"  
[X Link](https://x.com/TeslaLarry/status/1716898144347414944)  2023-10-24T19:23Z 16.9K followers, [----] engagements


"What of Casualties Can either side sustain the current level of casualties Here are the numbers:"  
[X Link](https://x.com/TeslaLarry/status/1716898160365404161)  2023-10-24T19:23Z 12.5K followers, [----] engagements


"Russian protagonists claim [------] Ukrainian lives. Ukraine claims as many Russian. Neither is to be believed. The U.S. government puts the toll of Ukrainian forces at [-----] KIA and 100-120K wounded and Russia forces at [------] KIA and 170-180K wounded"  
[X Link](https://x.com/TeslaLarry/status/1716898162424815946)  2023-10-24T19:23Z 12.5K followers, [----] engagements


"@MuldoonMartin @mindsoul @DavidSacks USA"  
[X Link](https://x.com/TeslaLarry/status/1716907069495017534)  2023-10-24T19:58Z 12.5K followers, [--] engagements


"I was born in [----]. I lived through the Cold War. We frequently had crises - only one of which was the Cuban Missile Crisis - when we were threatened with Nuclear war. We never compromised our principles because of the existential risk. We stood our ground in the firm knowledge that the Soviets were rational actors and also wished to survive and would choose life over death. As then now. Russia will NOT launch nuclear war over Ukraine no more so than it would have done in the Cold War over Korea Berlin Cuba Hungary Vietnam etc. etc. It's just irrational. The irrationality of so many in the"  
[X Link](https://x.com/TeslaLarry/status/1716909122593956337)  2023-10-24T20:06Z 12.5K followers, [--] engagements


"@starbaserentals @DavidSacks Even odder is to accept Putin's talking points"  
[X Link](https://x.com/TeslaLarry/status/1716909690435850331)  2023-10-24T20:09Z 12.5K followers, [--] engagements


"@The_Alfather @alex_avoigt @DavidSacks The VERY LAST way to achieve peace is to accept Putin's terms. Ask Neville Chamberlain"  
[X Link](https://x.com/TeslaLarry/status/1716948772209787144)  2023-10-24T22:44Z 12.5K followers, [---] engagements


"@WholeMarsBlog Last month I completed a nearly [----] Mike road trip of which over [----] miles was driven on FSD. I doubt I would have made that trip and the two other multi-thousand mile trips this year were it not for FSD. It's fair to say that it's changed my life- for the better"  
[X Link](https://x.com/TeslaLarry/status/1717364182297756006)  2023-10-26T02:15Z 12.6K followers, 11.1K engagements


"Global warranty results for '22 are in so I extend my earlier '21 analysis (link at the end of this thread). I begin with Tesla Q3 '23 warranty reserve now approaching $5b (which it will undoubtedly exceed by EOY) and accumulating at a rate approaching $1b per Quarter. 🧵./"  
[X Link](https://x.com/TeslaLarry/status/1717541733506965633)  2023-10-26T14:00Z 12.6K followers, [----] engagements


"But Tesla's actual warranty expense per vehicle continues to decline measurably even as the fleet ages: it was $431 in '18 falling to $254 by '20 and down to '215 in the first [--] quarters of '23 ./"  
[X Link](https://x.com/TeslaLarry/status/1717541743799746808)  2023-10-26T14:00Z 12.6K followers, [---] engagements


"Herbert and I talk about the breaking news of the BP/Tesla deal - there is a lot more to this than meets the eye"  
[X Link](https://x.com/TeslaLarry/status/1717633945590784435)  2023-10-26T20:06Z 12.6K followers, [----] engagements


"In March of '21 @JonBryant421 lectured me at length how "VW will pass Tesla in EVs this year and BEVs in a year or two." And in his inimitable way he made it clear what an ignorant idiot I was. Nevertheless I did have the foresight to save the thread:"  
[X Link](https://x.com/TeslaLarry/status/1717969909378846734)  2023-10-27T18:21Z 12.7K followers, 49.5K engagements


"Today I opened a post from @Xil_llix and it had this chart. Will the great @JonBryant421 apologise Not likely the gentleman is only given to express disdain for opinions not his own.and respond with lots of words like: "Do you have any idea." Hmmm.turns out he doesn't"  
[X Link](https://x.com/TeslaLarry/status/1717969910712729777)  2023-10-27T18:21Z 12.6K followers, [----] engagements


"Perhaps that should read "Provided theres no violence or threat of violence Americans should be able to protest on either side of the Israel-Palestine issue. This should be obvious"  
[X Link](https://x.com/TeslaLarry/status/1717970954855333995)  2023-10-27T18:26Z 12.6K followers, [----] engagements


"@poorcruise @MarioNawfal Wow that's missing a LOT. You haven't included the progressive expulsion from many North African territories Iraq etc"  
[X Link](https://x.com/TeslaLarry/status/1718358495366361155)  2023-10-28T20:06Z 12.6K followers, [--] engagements


"We have to spread the word"  
[X Link](https://x.com/TeslaLarry/status/1719708137312129058)  2023-11-01T13:29Z 12.7K followers, [----] engagements


"@e2dot7182818284 @haaretzcom @abledoc I guess you meant Babi Yar the history of which I am VERY aware. I neither understand the motivations nor the need for lectures about the rules of war. I have been a long time student of history and fully comprehend what they are"  
[X Link](https://x.com/TeslaLarry/status/1719796112284873051)  2023-11-01T19:18Z 12.7K followers, [---] engagements


"The impact of Money Supply on the economy is highly dependant on the VELOCITY of money - i.e. the rate at which it is turned over in the economy. Classicly MV = PQ where M is Money V is velocity P is Price Level and Q is Quantity of Goods. SO while M is very high right now V is very low (though off it's pandemic all-time lows) meaning that as long as there is a reasonable supply of goods price should about stabilize. The inflation we experienced peaking in June/July of [----] was a direct result of the pandemic shut down resulting in a vacuum of supply of goods while savings rates during the"  
[X Link](https://x.com/TeslaLarry/status/1720134047983174015)  2023-11-02T17:41Z 12.7K followers, [---] engagements


"I think that I am going to stay wearing a yellow Star of David on my daily wear and recommend all Jews do the same. Let's get ahead of this madness"  
[X Link](https://x.com/TeslaLarry/status/1720191899124830643)  2023-11-02T21:31Z 12.7K followers, [----] engagements


"@TSLAFanMtl Production equipment for the Next Gen vehicle is currently being installed in GigaTexas. Where have you been the last few months"  
[X Link](https://x.com/TeslaLarry/status/1722975243910762531)  2023-11-10T13:51Z 12.8K followers, [----] engagements


"The "Holding Entity" (the only plausible title I could give the top entity in the OpenAI corporate mess) has a board that has not been "consistently candid in (their) communications". Which is the sin they cite as the reason for summarily firing @sama. Pot. Kettle"  
[X Link](https://x.com/TeslaLarry/status/1727026852789957095)  2023-11-21T18:11Z 16.9K followers, [----] engagements


"@JPSartre_NoExit @piloly Fiat no longer owns Ferrari. It acquired Ferrari in [----] and sold it in [----]. It is beyond a stretch to claim there is any Ferrari DNA in any Fiat. The design engineering and manufacturing of Ferrari were completely separated from any Fiat entity as was management"  
[X Link](https://x.com/TeslaLarry/status/1727653361137111235)  2023-11-23T11:40Z 13K followers, [---] engagements


"@sspencer_smb @WholeMarsBlog Agreed that the US pricing strategy would be influenced by the IRA credits"  
[X Link](https://x.com/TeslaLarry/status/1727721356148486497)  2023-11-23T16:10Z 13K followers, [--] engagements


"My family and I are immigrants to this great country the USA. We mark Thanksgiving Day as a special time giving thanks to providence for bringing us to this very special blessed land"  
[X Link](https://x.com/TeslaLarry/status/1727722279004426607)  2023-11-23T16:14Z 13.1K followers, 19.2K engagements


"I am beginning to focus on my pick for the next president. All in all I think it's going to be Nikki"  
[X Link](https://x.com/TeslaLarry/status/1728425993113669976)  2023-11-25T14:50Z 13.1K followers, 10.8K engagements


"@Joscocok No question in [----]. The party has had [--] women serve as Governors [--] currently serve in Maine Iowa Arkansas and South Dakota all conservative states. Nikki herself was governor of South Carolina. In [----] the party selected a woman Sarah Palin as its VP candidate"  
[X Link](https://x.com/TeslaLarry/status/1728755709934731748)  2023-11-26T12:40Z 13.1K followers, [--] engagements


"@WholeMarsBlog If Senator Warren believes that a chain of stores can create a monopoly out of selling a SANDWICH she needs serious psychiatric treatment"  
[X Link](https://x.com/TeslaLarry/status/1728870789687222700)  2023-11-26T20:18Z 26.1K followers, 12.3K engagements


"@sspencer_smb @herbertong @CernBasher That's amazing. In [----] when Tesla predicted they would produce [------] vehicles in [----] - having delivered about 15k in [----] - the leading auto analyst used very similar words. "Non-zero chance but more likely about 150000". In fact they produced [------]. Time will tell"  
[X Link](https://x.com/TeslaLarry/status/1728969648111308975)  2023-11-27T02:51Z 13.1K followers, [---] engagements


"BEST first impression of Cybertruck I have ever read NOW I understand my reactions to my experience of the CT which I have seen on several occasions. @DavidKasmanArt great preview Would love more"  
[X Link](https://x.com/TeslaLarry/status/1729284090484994329)  2023-11-27T23:40Z 13.1K followers, [----] engagements


"Hi all - the FOMO got me.so I'm going to Austin for the next few days. If you're there and want to meet up DM me"  
[X Link](https://x.com/TeslaLarry/status/1729788683367141388)  2023-11-29T09:05Z 14.2K followers, 17.7K engagements


"@angelolancuba @garyblack00 @WholeMarsBlog @Techgnostik Ironically I do Believe these prices will stick for a long long time. I think we'll get to volume production at these - and higher - prices for this product. I really think Gary fails to understand product positioning. Tesla has done an outstanding job of that in this case"  
[X Link](https://x.com/TeslaLarry/status/1730793236317249932)  2023-12-02T03:37Z 13.7K followers, [---] engagements


"Ironically I think prices on CT are going to go up rather than down. I think demand is going to be so strong that prices will continue to go higher as they ramp production I think they are going to have to open a second line.perhaps a third Sounds crazy but I believe there's a market for 750k p.a. variants of this product in North America. Let's see if I'm right"  
[X Link](https://x.com/TeslaLarry/status/1730795453183090932)  2023-12-02T03:46Z 14.3K followers, 14.2K engagements


"@Kristennetten It was so great seeing you Kristen You are such a wonderful person.your spirit enriches us all"  
[X Link](https://x.com/TeslaLarry/status/1730797241709838684)  2023-12-02T03:53Z 13.6K followers, [---] engagements


"@RoyWindsurf @WholeMarsBlog US Military have several contracts with SpaceX (for Satellite Launches and Starlink) NASA has many contracts with SpaceX so US Govt. has no probelm contracting with Musk Co's"  
[X Link](https://x.com/TeslaLarry/status/1730941181461213589)  2023-12-02T13:25Z 14.1K followers, [---] engagements


"@funwithnumberz @Teslaverse_4269 @Tesla Nope. They had 48V to drive their "mild hybrid" motors. They ALSO had a [--] volt system to drive everything else. HUGE waste of money. Which is why they all gave up on it"  
[X Link](https://x.com/TeslaLarry/status/1730987288342016289)  2023-12-02T16:28Z 13.9K followers, [---] engagements


"@Flyingh43892139 @funwithnumberz @Teslaverse_4269 @Tesla Nope. Modern Teslas have a [--] Volt Lithium battery. The Cybertruck has a 48V battery"  
[X Link](https://x.com/TeslaLarry/status/1731069541311033538)  2023-12-02T21:55Z 33.8K followers, [--] engagements


"Part 2: The advantages of the [--] Volt Battery There are compelling reasons why it is time past time that this 12-volt auto standard and the lead-acid batteries that support it need to be replaced by the emerging 48-volt standard and power source. The use of electrical power in the modern car has risen consistently over the years and dramatically in the last decade with the evolution of computerized control monitoring and infotainment systems. These rely on electric current being delivered to almost every point in the body of the vehicle leading to rising current in the wiring of the cars. In"  
[X Link](https://x.com/TeslaLarry/status/1731163316221870128)  2023-12-03T04:07Z 14.3K followers, 53.7K engagements


"This reduction in the wiring diameter leads directly to lower costs for materials as well as indirectly through weight saving across the vehicle. Also savings in manufacturing costs of the simplified wiring harnesses are significant as these are the last remaining components of modern vehicles that have proven resistant to automation due to their complexity. The picture below shows a typical wiring harness one of many in the vehicle and the typical process of manufacture"  
[X Link](https://x.com/TeslaLarry/status/1731163523542036482)  2023-12-03T04:08Z 14.3K followers, 40.8K engagements


"A 48V system implies a dramatic reduction in the weight and complexity of these harnesses. This reduces material costs heavy reliance on manual processes and significantly reduces the weight of the vehicle. Its a win-win-win for Cybertruck and ultimately for all future and refreshed Tesla vehicles. Also a few words about the environmental impact of giving up on lead-acid battery in the transition to [--] Volt Li-ion batteries. Almost [---] million 12-volt lead acid batteries are manufactured globally each year the majority in China primarily for the auto industry. A large portion of the lead used"  
[X Link](https://x.com/TeslaLarry/status/1731163818355527870)  2023-12-03T04:09Z 26.1K followers, 67.5K engagements


"Part 3: The Tesla revolution in vehicle E/E (electrical/electronic) architecture As Tier [--] suppliers have have proliferated to become the source of every sub-system and component in the modern vehicle many of these individual components are designed to have their own Electronic Control Unit (ECU). Each ECU programmed by the individual vendor acting independently as if it doesnt belong to any other component or vehicle. Heres Jim Farley fessing up to legacy autos original sin. The diagram below illustrates the jumble of Electronic Control Systems (ECUs) found in traditional vehicles that Jim"  
[X Link](https://x.com/TeslaLarry/status/1731164638912385318)  2023-12-03T04:13Z 14.3K followers, 12.9K engagements


"Tesla has changed all that. Starting with the Model S and progressing step by step to Cybertruck they have replaced suppliers ECUs with those that programmed and supported by Tesla and connected by ethernet. Here is the previous diagram modified to illustrate the concept"  
[X Link](https://x.com/TeslaLarry/status/1731164914914382151)  2023-12-03T04:14Z 14.4K followers, 24.9K engagements


"In the Cybertruck there are Zonal ECUs controlling a local area (since Tesla doesnt have to concern itself with Vendors having territorial claim over software or controllers) and can connect each of the Zones on a single Ethernet network; within each zone the Zone ECU manages all the local devices. This further collapses the complexity and weight of the wiring harness and provides many other programing debugging security and backup advantages. The Cybertruck we were told has a minimal number of cross-connects (across zones) but the Next Gen vehicle will have none supporting the unboxed"  
[X Link](https://x.com/TeslaLarry/status/1731165215360684261)  2023-12-03T04:15Z 14.3K followers, [----] engagements


"Part 4: Tesla supporting the digital auto revolution (and establish a new stream of income) Peter Bannon Tesla Director responsible for Electronic Architecture in the [----] Investor Day presentation wrapped up his presentation of the low voltage system by issuing an invitation to the other OEMS and the entire supplier Network to join us in this Evolution. On the Cybertruck Delivery Day Elon touted the 48-volt system the ethernet network and the zonal ECUs. He also sent a pamphlet to OEM CEOs entitled HOW TO DESIGN A [--] VOLT VEHICLE with the subtitle Do we really have to do your homework for"  
[X Link](https://x.com/TeslaLarry/status/1731165412987904381)  2023-12-03T04:16Z 14.3K followers, [----] engagements


"@TeslaBoomerPapa Agree It is one of the immediate benefits that flow from having the E/E Architecture. There are a lot more easter eggs to come from where that came from"  
[X Link](https://x.com/TeslaLarry/status/1731169142038790213)  2023-12-03T04:31Z 14.3K followers, 13.4K engagements


"@WholeMarsBlog Boy is Jonas wrong Just remember his analsyis during the Model [--] production hell. $25 Price target ($1 and change after splits)"  
[X Link](https://x.com/TeslaLarry/status/1731172292703461699)  2023-12-03T04:43Z 14.2K followers, [----] engagements


"@EirikIverson No. They have got Li-ion [--] Volt batteries as do the S & X"  
[X Link](https://x.com/TeslaLarry/status/1731313533483159944)  2023-12-03T14:04Z 14.2K followers, [----] engagements


"@_jaydmv @Kluus2 Actually I did not say that. I appreciate the post is very long and many people didnt bother to read it in full"  
[X Link](https://x.com/TeslaLarry/status/1731355392192434224)  2023-12-03T16:51Z 14.2K followers, [---] engagements


"@garyblack00 the Wall Street thesis makes an assumption that the production of CT is going to be as low as Elon projected. My info is that the ramp is going to be considerably faster with a significant surprise potential. CT is priced on par with both EV and ICE competition in the respective categories and consistent with both short term and long term goals"  
[X Link](https://x.com/TeslaLarry/status/1731395406255341996)  2023-12-03T19:30Z 14.2K followers, [----] engagements


"I'll be talking about Tesla's most important innovation with the Cybertruck - the 48V battery and how it opens up the promise of a whole new stream of income - on the Wolf Tesla Spaces this week"  
[X Link](https://x.com/TeslaLarry/status/1731411796890726815)  2023-12-03T20:35Z 14.4K followers, 10.2K engagements


"@LimitingThe Gotcha. Makes sense"  
[X Link](https://x.com/TeslaLarry/status/1731532939693863070)  2023-12-04T04:36Z 14.3K followers, [---] engagements


"@LimitingThe .for some use cases. R/N no EV vendor provided a hookup to their high voltage battery. Risky when traveling"  
[X Link](https://x.com/TeslaLarry/status/1731533431358607722)  2023-12-04T04:38Z 14.2K followers, [---] engagements


"@BillAckman @Harvard @MIT @Penn Leads me to wonder what the policy on the use of taunts using the N word would be on their campuses"  
[X Link](https://x.com/TeslaLarry/status/1732190847318347884)  2023-12-06T00:10Z 14.5K followers, 110.8K engagements


"@CyberSolarX @BillAckman @Harvard @MIT @Penn That's what they say when the invective is hurled at Jews.but if it the event happened as you say to a general group of black people or women or Trans people I guarantee the school would find many a crime in that"  
[X Link](https://x.com/TeslaLarry/status/1732448287800643956)  2023-12-06T17:13Z 14.3K followers, [--] engagements


"Want to know why I would exit Tesla - $TSLA - if Berkshire ($BRK) became interested in investing in the name Since $TSLA went public (blue line) it's up +15180%. The green line at the bottom is $BRK with a creditable +346%"  
[X Link](https://x.com/TeslaLarry/status/1732510821450674569)  2023-12-06T21:22Z 23.7K followers, 41K engagements


"In fact if/when $BRK acquires $TSLA it may be the signal that Tesla has become a conventional growth stock and no longer a disruptive stock. For those who invest in disruption it may be a time for reassesment. I dont think that time will come soon"  
[X Link](https://x.com/TeslaLarry/status/1732510831324135584)  2023-12-06T21:22Z 14.4K followers, [----] engagements


"People say to me."Berkshire bought Apple.see they can by tech." My answer $AAPL is a great growth stock. Great Berkshire stock. Here's the comp since Tesla IPO: $TSLA (blue line) - 15000% growth $AAPL (red line) - 2000% growth"  
[X Link](https://x.com/TeslaLarry/status/1732510832871780824)  2023-12-06T21:22Z 14.4K followers, [----] engagements


"And just note for those who say "but they bought BYD" Precisely. They did when it was established in a growth mode in the China market. Now that BYD are in disruption mode seeking to lead the world in volume EVs. This has led Berkshire to begin exiting their position"  
[X Link](https://x.com/TeslaLarry/status/1732510836684423220)  2023-12-06T21:22Z 14.4K followers, [----] engagements


"@StockMKTNewz Why is Bloomberg so focused on the consequences for Elon Musk. None of their other articles personalize any other company's dealings by referencing their principle shareholders"  
[X Link](https://x.com/TeslaLarry/status/1732560256473911734)  2023-12-07T00:38Z 14.3K followers, [---] engagements


"@TroyTeslike There is at least one more Asia-Pac plant in the offing if not two. Remember this car has to get to 10m+ pa with Robo-taxi. I expect the first will be India as India will not import cars from China"  
[X Link](https://x.com/TeslaLarry/status/1732918060791607553)  2023-12-08T00:20Z 14.4K followers, [---] engagements


"Anne Norton who goes by the academically bejeweled title of "Stacey and Henry Jackson Presidents Distinguished Professor" in UPenn's Political Science Department works in the "Ronald O. Perelman Center for Political Science and Economics". Ron do something about getting your name - and gift - removed from that vile place She likes posts that say "playing the victim is what Jews are best at." She studies would you believe "Identity Politics". (Pace Martin Luther King.) Reading her threads is pretty hair raising. I can't imagine what jewish parents at that college must be going through"  
[X Link](https://x.com/TeslaLarry/status/1732960904680001845)  2023-12-08T03:10Z 14.4K followers, [----] engagements


"Lot of hand-wringing that Ganesh Venkataramanan Head of Dojo has left Tesla. The bench at Tesla is really deep with a lot of years behind them and the culture is strong. I maintain a list of the execs I have identified to date. I researched their tenure for this post. E&OE"  
[X Link](https://x.com/TeslaLarry/status/1732982055976288329)  2023-12-08T04:34Z 14.5K followers, 26.8K engagements


"(UPDATED 12/8/23) About Ganesh Venkataramanan Head of Dojo has left Tesla. The bench at Tesla is really deep with a lot of years behind them and the culture is strong. I maintain a list of the execs I have identified to date. I researched their tenure for this post. E&OE"  
[X Link](https://x.com/TeslaLarry/status/1733158431807230272)  2023-12-08T16:15Z 14.5K followers, [----] engagements


"SO frustrating. My Reservation number is RN1127520xx way ahead of so many confirmations I have seen today. No love for the Carolinas Hey Tesla Guys I'm READY"  
[X Link](https://x.com/TeslaLarry/status/1734311647987339536)  2023-12-11T20:38Z 14.6K followers, 11.4K engagements


"@farzyness Obviously all Tesla's fault"  
[X Link](https://x.com/TeslaLarry/status/1734349649958318343)  2023-12-11T23:09Z 14.5K followers, [---] engagements


"@MartinViecha .what is REALLY nuts about this is that Wall Street analysts studiously ignore the impact of Optimus on future Tesla earnings"  
[X Link](https://x.com/TeslaLarry/status/1734986719328456953)  2023-12-13T17:20Z 15.2K followers, [---] engagements


"Ed you are wrong. For a sitting President to use the name of an individual citizen and imply that he has some suspicious dealings with foreign entities is extremely serious.I don't have a memory of that happening in my lifetime and perhaps it has never happened. It is an tantamount to open license to Federal officials from every possible agency to take aim at that individual"  
[X Link](https://x.com/TeslaLarry/status/1735036265723019379)  2023-12-13T20:37Z 14.6K followers, [----] engagements


"@TSLAFanMtl You are simply guessing and demonstrating your own prejudices in those guesses. I have learned that this armchair quarterbacking is entirely pointless and damaging. Some of what you say may be true but you have absolutely no idea of the considerations that the company faced in coming to the decisions they made. Zero. You are completely ignoring the situation they experienced in managing through the pandemic. I have learned from bitter experience that this form of armchair quarterbacking particularly given the lack of real information does little good and a lot of harm. If you"  
[X Link](https://x.com/TeslaLarry/status/1735173146850799624)  2023-12-14T05:41Z 14.6K followers, [----] engagements


"@thejefflutz @Tesla_Optimus @Tesla hmmm.I'm seeing closer to [---] maybe 130"  
[X Link](https://x.com/TeslaLarry/status/1735341706017460505)  2023-12-14T16:51Z 14.7K followers, [----] engagements


"@danahull @elonmusk I certainly hope not"  
[X Link](https://x.com/TeslaLarry/status/1735837663242961365)  2023-12-16T01:42Z 14.7K followers, [---] engagements


"@GailAlfarATX @DrKnowItAll16 No. In most of the Western states also"  
[X Link](https://x.com/TeslaLarry/status/1735839382047699197)  2023-12-16T01:48Z 17.3K followers, [--] engagements


"@TeslaLisa @DrKnowItAll16 [--] is the standard speed limit West of Des Moines"  
[X Link](https://x.com/TeslaLarry/status/1735839636306514033)  2023-12-16T01:49Z 14.7K followers, [---] engagements


"@EvasTeslaSPlaid My children"  
[X Link](https://x.com/TeslaLarry/status/1735889194612854856)  2023-12-16T05:06Z 14.7K followers, [---] engagements


"@jjhanna2 🙏"  
[X Link](https://x.com/TeslaLarry/status/1735891119290937568)  2023-12-16T05:14Z 14.6K followers, [--] engagements


"@ValueAnalyst1 Hmmmm"  
[X Link](https://x.com/TeslaLarry/status/1735892846853738922)  2023-12-16T05:21Z 14.7K followers, [---] engagements


"@sspencer_smb Measuring money supply without correlation to the velocity of money (V2) is meaningless"  
[X Link](https://x.com/TeslaLarry/status/1736118917574062413)  2023-12-16T20:19Z 14.8K followers, [---] engagements


"@KurtsViews @Scobleizer @IrenaCronin Were that true FSD would have been a done deal years and years ago.the speed of "AI and Neural networks" learning in LLMs is surprising but they are little more than word association (replete with hallucination). Real world AI is far far more complicated. Ask Elon"  
[X Link](https://x.com/TeslaLarry/status/1736719822711328978)  2023-12-18T12:07Z 15K followers, [--] engagements


"@SERobinsonJr I was offered a beta deal for the Next-Gen. I use Starlink as a backup to my 2Gbit fiber"  
[X Link](https://x.com/TeslaLarry/status/1736797493646561449)  2023-12-18T17:16Z 15.1K followers, [---] engagements


"@TroyTeslike A traditional Auto Co. CEO would kill for those numbers. Kill"  
[X Link](https://x.com/TeslaLarry/status/1736851019638726972)  2023-12-18T20:48Z 14.5K followers, [---] engagements


"@ConnectingODots Time will tell. I don't believe compute for the bot is simple. We will see"  
[X Link](https://x.com/TeslaLarry/status/1736878086660960364)  2023-12-18T22:36Z 15.1K followers, [---] engagements


"Whether the vehicle is sitting in the OEM lots awaiting transfer or in transit or at dealer lots it's unsold. At the end of November this amounted to [---] million units [--] days supply 4.5X Tesla's days supply"  
[X Link](https://x.com/TeslaLarry/status/1737190987682680867)  2023-12-19T19:19Z 15.1K followers, [--] engagements


"Good analysis and they could start the Europe business that way. I do think a Megapack Factory in Europe would make a lot of sense. I'm thinking it could be co-located with the Berlin factory once 4680s reach full production particularly when they start iron-based chemistries in that form factor. Energy is a marathon not a sprint. It's going to grow into a gigantic business (read Master Plan 3) but its going to take time so they can pace themselves"  
[X Link](https://x.com/TeslaLarry/status/1737238196440748388)  2023-12-19T22:27Z 15.1K followers, [---] engagements

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