# ![@nymbusjp Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1932871281998696448.png) @nymbusjp Genma_Jp

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

### Engagements: [------] [#](/creator/twitter::1932871281998696448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932871281998696448/c:line/m:interactions.svg)

- [--] Week [-------] +37%
- [--] Month [---------] +789%
- [--] Months [---------] +16,757%

### Mentions: [--] [#](/creator/twitter::1932871281998696448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932871281998696448/c:line/m:posts_active.svg)

- [--] Week [--] -58%
- [--] Month [---] +159%
- [--] Months [---] +292%

### Followers: [-----] [#](/creator/twitter::1932871281998696448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932871281998696448/c:line/m:followers.svg)

- [--] Week [-----] +9.30%
- [--] Month [-----] +56%
- [--] Months [-----] +1,148%

### CreatorRank: [-------] [#](/creator/twitter::1932871281998696448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1932871281998696448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #2034 [automotive brands](/list/automotive-brands)  #1619 [celebrities](/list/celebrities)  [countries](/list/countries)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [formula 1](/list/formula-1)  [gaming](/list/gaming)  [events](/list/events) 

**Social topic influence**
[tesla](/topic/tesla) #112, [elon musk](/topic/elon-musk) #1619, [$tsla](/topic/$tsla) #117, [in the](/topic/in-the), [xpeng](/topic/xpeng), [russia](/topic/russia), [spacex](/topic/spacex) #44, [ai](/topic/ai), [china](/topic/china), [money](/topic/money)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [XPENG INC. (XPEV)](/topic/xpeng) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood)
### Top Social Posts
Top posts by engagements in the last [--] hours

"thanks Jimmy. Life saver. Ditched my calls after the open will snatch them back after the rug pull"  
[X Link](https://x.com/nymbusjp/status/1935410526449750335)  2025-06-18T18:53Z [--] followers, [--] engagements


"@M44_1RJ thanks Jimmy life saver. Ditched my calls after the open will snatch them back at a discount after the rug pull"  
[X Link](https://x.com/nymbusjp/status/1935410774001983592)  2025-06-18T18:54Z [--] followers, [--] engagements


"HW is hard but it's more try something see where it breaks fix that try again. SW is more like. I need to find a way to train an AI whose architecture I need to figure out with data I do not have and a GPU cluster costing zillions. and make it fit on this small inference chip. Good luck with that"  
[X Link](https://x.com/nymbusjp/status/1935452312559853599)  2025-06-18T21:39Z [--] followers, [--] engagements


"Can somebody explain me why Tesla should be forced to delay while Waymo is authorized to operate in Austin https://www.reuters.com/business/autos-transportation/tesla-asked-delay-robotaxi-launch-by-democratic-texas-lawmakers-2025-06-19/ https://www.reuters.com/business/autos-transportation/tesla-asked-delay-robotaxi-launch-by-democratic-texas-lawmakers-2025-06-19/"  
[X Link](https://x.com/nymbusjp/status/1935655722274230487)  2025-06-19T11:07Z [--] followers, [--] engagements


"@pbeisel So Waymo can operate but Tesla shall delay"  
[X Link](https://x.com/nymbusjp/status/1935811250086138296)  2025-06-19T21:25Z [--] followers, [--] engagements


"Based on @M44_1RJ charts here are my trades for the last [--] days on $400 strike $TSLA calls for the end of the year: Bought $22 Sold $34.5 Bought $31 Sold $34.5 Bought $29 Sold $30 Bought $28 Current $29 Total return = +81% in [--] days vs +9% for the stock ($295 - 322$) and +32% ($22 - 29$) for the option My method: - I only make a move if Jimmy's predicted swing is big enough. For example if Jimmy predicts the stock will dip by only 1% I do not sell. - I do not set my order price at the exact predicted price from Jimmy but I take a safety margin. It served me well yesterday as I could snatch"  
[X Link](https://x.com/anyuser/status/1936455217098420362)  2025-06-21T16:04Z [----] followers, [----] engagements


"97% of my position is made up of shares. I do not intend to touch them until I retire. I swing a few calls for fun on the side to make a quick buck. No I would have made less money if I had traded at the money for the same date. My omega is much higher than at the money. I also predict a big squeeze is going to come soon and $400 strike will give me the maximum return when that happens"  
[X Link](https://x.com/nymbusjp/status/1936497518868656267)  2025-06-21T18:52Z [--] followers, [---] engagements


"@iamtomnash Like Russia got smashed in Ukraine"  
[X Link](https://x.com/nymbusjp/status/1936655479222001892)  2025-06-22T05:20Z [--] followers, [---] engagements


"@elonmusk @grok Ukraine is losing and has been losing the war for a very long time. The US military-industrial complex has been outmatched by Russia both in quantity (155mm shells air defense missiles tanks) and quality (Oreshnik T90M Abraham)"  
[X Link](https://x.com/nymbusjp/status/1936720229507399822)  2025-06-22T09:37Z [--] followers, [---] engagements


"@iamtomnash "When the debate is lost slander becomes the tool of the loser." Socrates"  
[X Link](https://x.com/nymbusjp/status/1936733089197183128)  2025-06-22T10:28Z [--] followers, [---] engagements


"Israeli Prime Minister Benjamin Netanyahu did make a statement claiming that Iran possesses [-----] ballistic missiles. This was reported in posts on X on June [--] [----] where Netanyahu was quoted saying "Iran possesses [-----] ballistic missiles and we cannot tolerate this." Each Iron Dome battery has [--] launchers with up to [--] interceptors each costing $50000 per Tamir missile. Davids Sling and Arrow interceptors are pricier at $1 million and $1.53 million respectively. If Iran has [-----] missiles (as claimed by Israeli PM Netanyahu) even a fraction launched in coordinated waves could exhaust"  
[X Link](https://x.com/nymbusjp/status/1936735034532114767)  2025-06-22T10:36Z [--] followers, [---] engagements


"Trust me bro we're not seeking regime change. We just said that two days ago but it was just for fun. The fate of Iran's supreme leader is up to Israel to decide but Washington itself is not seeking regime change in Iran US Vice President Vance How about Iranians decide https://t.co/HNaCVXlTP2 The fate of Iran's supreme leader is up to Israel to decide but Washington itself is not seeking regime change in Iran US Vice President Vance How about Iranians decide https://t.co/HNaCVXlTP2"  
[X Link](https://x.com/nymbusjp/status/1936788316503855462)  2025-06-22T14:08Z [--] followers, [--] engagements


"@robotaxi I love you"  
[X Link](https://x.com/nymbusjp/status/1936850506166698263)  2025-06-22T18:15Z [--] followers, [---] engagements


"@elonmusk @Tesla_AI @robotaxi"  
[X Link](https://x.com/nymbusjp/status/1936876743060808111)  2025-06-22T19:59Z [--] followers, [--] engagements


"Just after JD and co said the US was not after a regime change. The fate of Iran's supreme leader is up to Israel to decide but Washington itself is not seeking regime change in Iran US Vice President Vance The Iranians will now fight to the bitter end and the US will be dragged into an attrition war"  
[X Link](https://x.com/nymbusjp/status/1936895284241371152)  2025-06-22T21:13Z [--] followers, [---] engagements


"There's no retaliation planned from the US against the Iranian strike. If Trump can manage to leave it at that he will have given a nothing burger to the neocons. No casualties on either side. And the neocons now have to shut up for a while. Not too bad. Let's hope this will be the end of it for now"  
[X Link](https://x.com/nymbusjp/status/1937218738602016859)  2025-06-23T18:38Z [--] followers, [---] engagements


"I have not nothing any blocker yet among all the Robotaxi issues shown on X. Even the "intervention" for the truck reversing was anything but critical. It was a precautionary measure from the safety monitor. And the slight "zigzagging" on this intersection was a nothing burger. Waymo actually did a much worse zigzagging on the same day in Austin in another video So I would not call these issues "bugs" but more things to be improved. FSD development will never stop. It is something that will never be finished"  
[X Link](https://x.com/nymbusjp/status/1937752012004749433)  2025-06-25T05:57Z [--] followers, [--] engagements


"@M44_1RJ This is really dumb to short Tesla now. So many catalysts are coming soon. First driverless delivery this week end. Then Robotaxi to the public in a few weeks. Then more cities. each catalyst will send the stock up the shorts are gonna be burned"  
[X Link](https://x.com/nymbusjp/status/1937892038235639951)  2025-06-25T15:14Z [--] followers, [---] engagements


"@AlternateJones @robotaxi A friend told me the exact same thing yesterday. They will literally buy from inside the Robotaxi Open Robinhood Buy"  
[X Link](https://x.com/anyuser/status/1938107521371095152)  2025-06-26T05:30Z [----] followers, [----] engagements


"@RealDanODowd You're right Dan. We should therefore ban Waymo [--] incidents in Austin 35% safety-related and [--] collisions in a year. Completely unacceptable"  
[X Link](https://x.com/nymbusjp/status/1938351168721142268)  2025-06-26T21:38Z [---] followers, [--] engagements


"Tesla has been over such a scrutiny for every little thing for the Robotaxi launch in Austin that we can see now people posting more and more of Waymo's mistakes to counterbalance the narrative. The myth of Waymo's perfection is crumbling"  
[X Link](https://x.com/nymbusjp/status/1938533002394361983)  2025-06-27T09:40Z [--] followers, [--] engagements


"@tn2germany @WholeMarsBlog @RealDanODowd Exactly. Waymo works. It's cool. But it does not scale and is losing money. That's it"  
[X Link](https://x.com/nymbusjp/status/1938678940907774271)  2025-06-27T19:20Z [--] followers, [--] engagements


"@WholeMarsBlog I see nothing wrong with this post. If this is the post which made Elon block you I find it a bit extreme. What is missing in the post is the fact that as soon as the area expands and the safety monitor can be removed then Waymo is dead. But that's not worth blocking you"  
[X Link](https://x.com/nymbusjp/status/1939053438559560008)  2025-06-28T20:09Z [---] followers, [--] engagements


"@TSLAFanMtl Waymo has one accident per 37k miles. https://x.com/eliasmrtnz1/status/1887829753580982743 #DataInsights 132: How to compare performance of autonomous vehicles (AVs) I wanted to get this out sooner.I have spent the last few weeks in my spare time compiling & analyzing [--] different pieces of data from the CA DMV NHTSA & Waymo. The goal was to look at the data https://t.co/hv4Cr1SwUz https://x.com/eliasmrtnz1/status/1887829753580982743 #DataInsights 132: How to compare performance of autonomous vehicles (AVs) I wanted to get this out sooner.I have spent the last few weeks in my"  
[X Link](https://x.com/nymbusjp/status/1939195239069036666)  2025-06-29T05:32Z [---] followers, [---] engagements


"@niccruzpatane These things are dumb as fuck"  
[X Link](https://x.com/nymbusjp/status/1939435358418026960)  2025-06-29T21:26Z [---] followers, [---] engagements


"@M44_1RJ I am a bit disappointed. I wanted $285 to screw them deep. We need Elon to tweet something very bad like America has been taken over by satanists who screw over the American people and provoke deadly wars all over the world with their money"  
[X Link](https://x.com/nymbusjp/status/1940399684771844319)  2025-07-02T13:18Z [---] followers, [---] engagements


"@Cyber_Trailer The guys at Waymo are so far-left their Robotaxis cannot drive on the right side of the road"  
[X Link](https://x.com/anyuser/status/1940437428281778350)  2025-07-02T15:48Z [----] followers, [---] engagements


"@TechCryptoGuy Yes short term my friend short term"  
[X Link](https://x.com/nymbusjp/status/1940845923489534264)  2025-07-03T18:51Z [---] followers, [--] engagements


"@gothicserpentx @TechCryptoGuy You know. you have two kidneys.🤪"  
[X Link](https://x.com/nymbusjp/status/1940854323682201705)  2025-07-03T19:25Z [---] followers, [--] engagements


"@gothicserpentx @TechCryptoGuy Shit You're hardcore bro Wifey cooks me good food and I exercise 4-5 times a week I burn around [----] kcal / week exercising"  
[X Link](https://x.com/nymbusjp/status/1940856909457916248)  2025-07-03T19:35Z [---] followers, [--] engagements


"Very few countries are free. Any form of government after a while turns into an oligarchy a deep state as we call it nowadays. Some catastrophic event give the opportunity to reset and rebuild. The France of De Gaulle was a good example. We experienced unprecedented growth and reclaimed significant geopolitical power for our size. But then after a while the decay started again. We are now fully taken over by a corrupt and incompetent ruling class. The fall of the USSR and the Yeltsin disaster gave Russia the opportunity to rebuild. The last [--] years under Putin have seen unprecedented growth"  
[X Link](https://x.com/nymbusjp/status/1941157086903058582)  2025-07-04T15:28Z [---] followers, [---] engagements


"I used to say Waymo was very good. Now I think it's a piece of junk. Dan bashed Tesla so hard that we now have all the skeletons coming out of Waymo's closet. It's far worse than I thought. -Viewer discretion is advised- Devastating news out of Los Angeles CA. Waymo blows through back to back crosswalks leaving jogger and a pedestrian stunned. Sadly this one is likely to be the last straw for the man once known as a respected autonomous vehicle safety expert https://t.co/kNpF8DFYaR -Viewer discretion is advised- Devastating news out of Los Angeles CA. Waymo blows through back to back"  
[X Link](https://x.com/nymbusjp/status/1941187155583492215)  2025-07-04T17:27Z [---] followers, [--] engagements


"@JOBhakdi Another remark: the AI race seems more and more to be a race between Chinese in America and Chinese in China"  
[X Link](https://x.com/nymbusjp/status/1941444850198643022)  2025-07-05T10:31Z [---] followers, [--] engagements


"@CuriousPejjy Well he could be trolling everyone it's Elon after all"  
[X Link](https://x.com/nymbusjp/status/1941532947930284178)  2025-07-05T16:21Z [---] followers, [----] engagements


"@M44_1RJ Everybody says the stock is going to crash. I think a nice surprise is possible. The stock kept making higher lows recently. It's highly probable that it will happen again here and bump back around $300"  
[X Link](https://x.com/nymbusjp/status/1941751704577282077)  2025-07-06T06:50Z [---] followers, [---] engagements


"I learned a lot on this one. Very informative thank you AJ. Just a little comment: you're too bearish on Robotaxi earnings growth. You assume a slow ramp for the Cybercab which is reasonable. I agree with you here. But you do not take into account that Model Ys can be used to flood cities with Robotaxis until the Cybercab ramps up. That would allow earnings to pop much sooner than you expect"  
[X Link](https://x.com/nymbusjp/status/1941752984410411375)  2025-07-06T06:56Z [---] followers, [---] engagements


"@alojoh Do you have the figures for Geely's outstanding debt to its suppliers and payment delays so we can compare to BYD"  
[X Link](https://x.com/nymbusjp/status/1941795651202785501)  2025-07-06T09:45Z [---] followers, [---] engagements


"Grok says Geely had [---] days of extended payment in [----] but they pledged to reduce it to [--] days this year. But Geely EV-only business is likely not profitable. It would leave Tesla as the only profitable EV business as it is clear BYD is turning a fake profit by stealing from its suppliers"  
[X Link](https://x.com/nymbusjp/status/1941800204845424765)  2025-07-06T10:03Z [---] followers, [---] engagements


"@M44_1RJ Target acquired The current Elon drama is going to be the perfect test. If the dip is small it will be the ultimate proof of strength for the stock"  
[X Link](https://x.com/anyuser/status/1941869682492948582)  2025-07-06T14:39Z [----] followers, [----] engagements


"@pbeisel @TechCryptoGuy had a very nice way to put it: A Tesla with FSD is a synthetic animal"  
[X Link](https://x.com/nymbusjp/status/1942987873369681955)  2025-07-09T16:43Z [---] followers, [--] engagements


"That's because Apple has become a fat bureaucracy. It is an impotent mammoth incapable of doing new things. There is no negative correlation between size and innovation. I have seen it at my level in my work; all the cool stuff we got done was with small teams of brilliant and focused guys. The xAI team is very small compared to Apple but they are all brilliant and focused and Elon gives them the tools they need (you guys need a couple of hundred thousand GPUs No biggy let me ring Jensen.). This kind of setup is unstoppable. All of Elon's companies are the same. SpaceX has barely over 10000"  
[X Link](https://x.com/anyuser/status/1944064369890922893)  2025-07-12T16:00Z [----] followers, [----] engagements


"@CuriousPejjy It is normal for any real pump. Wall Street can be forward looking for one or two years it causes the P/E to explode before going down. A typical example is NVidia"  
[X Link](https://x.com/anyuser/status/1944084386963489016)  2025-07-12T17:20Z [----] followers, [---] engagements


"@barnes_law His 2nd term is already over. - Budget deficit - Epstein - Weapons to Ukraine Trump is gone. The neocons own him now"  
[X Link](https://x.com/anyuser/status/1944084721979306188)  2025-07-12T17:21Z [----] followers, [---] engagements


"@RandyWKirk1 We're saying there are tapes of guys raping little girls as confirmed by the DoJ. Therefore these guys should be arrested. Zero arrests. And you say it's fine. Disgusting"  
[X Link](https://x.com/nymbusjp/status/1944466828333404614)  2025-07-13T18:39Z [---] followers, [--] engagements


"@ChrisDungeon If you understand what Tesla is about to accomplish it's impossible to sell. You know that not owning $TSLA condemns you and your children to misery in the future when labor has become commoditized. Owning $TSLA shares is the path out of this mess for you and your bloodline"  
[X Link](https://x.com/nymbusjp/status/1945197954991616189)  2025-07-15T19:05Z [---] followers, [---] engagements


"@BillyM2k Because he believes in the tooth fairy obviously"  
[X Link](https://x.com/nymbusjp/status/1945373038490362094)  2025-07-16T06:40Z [---] followers, [---] engagements


"My post is very clear. There is a difference between: - Elon does not give a shit about the budget deficit and invents these stories about American Party to purposefully keep the stock down to get his package - Elon does not give a fuck about the stock and he really cares about the budget and therefore launches the American Party. And if Elon had his package tomorrow I bet you it would not stop him from shit posting again that he will launch the American Party. Package or not the stock price is not a factor for Elon. That's my point. And you know what I agree with him. He has to do what's"  
[X Link](https://x.com/nymbusjp/status/1945496502693920938)  2025-07-16T14:51Z [---] followers, [--] engagements


"@LimitingThe It's clear it would be good to know when Waymo was at fault. BUT The number of overall crashes at fault or not also tells you how good the system is at coping with human drivers' mistakes. This is also a very important metric and in the end isn't it the most important one"  
[X Link](https://x.com/nymbusjp/status/1946252932833223032)  2025-07-18T16:57Z [---] followers, [--] engagements


"@pdicarlotrader I'm not overleveraged I still have enough to buy food for the next three days"  
[X Link](https://x.com/anyuser/status/1947671764688920849)  2025-07-22T14:55Z [----] followers, [----] engagements


"@AlternateJones This was the most significant piece of information of this earnings call. And Wall Street does not get it. Lol"  
[X Link](https://x.com/nymbusjp/status/1948146193537650698)  2025-07-23T22:20Z [---] followers, [---] engagements


"They literally gave us nothing. Nothing-burgers like: - Austin area 10x within two weeks: it shows how FSD scales much better than Waymo - Half the US population covered by end of the year: even if only half of this target is reached this is still extraordinary and gives an available TAM of [--] billions miles per year for Robotaxis (1$ / mile profit [--] billions in the pocket [--] times current profits oopsiii. peanuts) - FSD14 will have 10x parameters: of course to appreciate what this means you need some basic knowledge outside the capabilities of the idiots looking at delivery numbers They"  
[X Link](https://x.com/nymbusjp/status/1948470356811153709)  2025-07-24T19:48Z [---] followers, [---] engagements


"This is one thing I cannot put together from yesterday's call. 1) Elon says half of the US covered by Robotaxis this year 2) Elon says you need to wait end of [----] [--] months to see a significant impact of Robotaxis on the revenue It does not add up. Or I guess it depends what you mean by significant. Let's say only 20% of the US is covered by Robotaxis this year. This is a TAM of [--] billion miles per year of rideshare roughly. At 2$ per mile 50% cheaper than Lyft Tesla can pocket 1$ of profit per mile. That's [--] billion bucks. Ok all those cities won't be maxed out with Robotaxis everywhere"  
[X Link](https://x.com/nymbusjp/status/1948482116951703807)  2025-07-24T20:35Z [---] followers, [--] engagements


"@JOBhakdi I think those whales are not as dumb as they pretend to be. Don't listen to what they say. Look at what they do"  
[X Link](https://x.com/nymbusjp/status/1948776136902693190)  2025-07-25T16:03Z [---] followers, [---] engagements


"@mikepat711 Exactly my plan. $TSLA to 3k FSD unsupervised. Ride to the end of the World with my Tesla following me or waiting for me with my stuff. Fitness on the side for the upper body. Stay strong and fit way into my 70s"  
[X Link](https://x.com/nymbusjp/status/1949365107999285608)  2025-07-27T07:03Z [---] followers, [---] engagements


"The worst thing that can happen to us. It cannot be allowed to happen. Death would become reversible and therefore murder legal. Elon Musk says a form of immortality might be possible in the future with Neuralink by uploading a saved version of yourself into a humanoid robot. https://t.co/LGjFcUQLcc Elon Musk says a form of immortality might be possible in the future with Neuralink by uploading a saved version of yourself into a humanoid robot. https://t.co/LGjFcUQLcc"  
[X Link](https://x.com/nymbusjp/status/1949380602764951584)  2025-07-27T08:05Z [---] followers, [--] engagements


"@CernBasher Lol that was exactly my guess. It's half the cheapest Lyft ride and gives at least 50% margin to Tesla if not more"  
[X Link](https://x.com/nymbusjp/status/1950601163310571794)  2025-07-30T16:55Z [---] followers, [---] engagements


"@AktyonCo @CernBasher Cern had some slides from Uber some time ago that explained how much the TAM expands as the cost goes down. Unfortunately I can't find them now. Maybe Cern can repost them here. The TAM expansion was huge"  
[X Link](https://x.com/nymbusjp/status/1950797697696350650)  2025-07-31T05:56Z [---] followers, [--] engagements


"This is not what Elon said. Elon said he does not want to build millions of Robots if he doesn't get 25% control of Tesla. We are not at that stage yet. Tesla is still prototyping and developing Optimus. We are far from going to mass production. The issue has to be resolved this year and all will be good. Accusing Elon of slowing down Tesla is nonsense when you see the insane progress of FSD Robotaxi preparing to scale up in the coming months Optimus v3 and of course the build-up of Cortex with [------] H100 GPUs in a few weeks (this is nuts). Give me another company capable of achieving that"  
[X Link](https://x.com/nymbusjp/status/1951145173242560735)  2025-08-01T04:57Z [---] followers, [---] engagements


"@CernBasher has a real point here. Wall Street may lag behind despite all the evidence of what's coming. And NVidia is a great example. They were warned. They did not listen. However there is a counterargument to this thesis: in order to understand NVidia you had to be in the game. Only a few people working at OpenAi or Google knew that the demand for GPUs was going to be virtually unlimited. The average idiot could not see it coming. I am working in automotive I knew the competitive advantage that NVidia had with CUDA but I could not imagine they would sell for 100s of billions of dollars of"  
[X Link](https://x.com/nymbusjp/status/1951915546678608004)  2025-08-03T07:58Z [---] followers, [---] engagements


"@SomeUKTeslaGuy @DrKnowItAll16 @elonmusk It's about the upload from the car. It's too much without compression"  
[X Link](https://x.com/nymbusjp/status/1953086651917369702)  2025-08-06T13:31Z [---] followers, [--] engagements


"Hi Phil it's the first thing I checked when I saw the post. It is definitely the compression of the data sent to the cloud. Grok found this post by Yun-Ta: "If you enjoy swimming across stacks from PyTorch (debugging Jacobian and grad norm) to video compression (encoding the information efficiently while keeping all the video tools happy)": My full conversation with Grok: https://x.com/i/grok/share/clK50opiUNlCbmEm5NfcZX0H1 https://x.com/YunTaTsai1/status/1695639492122792240 https://x.com/i/grok/share/clK50opiUNlCbmEm5NfcZX0H1 https://x.com/YunTaTsai1/status/1695639492122792240"  
[X Link](https://x.com/nymbusjp/status/1953100057714073845)  2025-08-06T14:25Z [---] followers, [---] engagements


"@amitisinvesting The question if there will be only one winner or several winners is not answered by the size of the TAM. But by the number of companies who have the technology. And only Tesla has it. RIP Uber. RIP Lyft. RIP Waymo"  
[X Link](https://x.com/anyuser/status/1953102497096110123)  2025-08-06T14:34Z [----] followers, [----] engagements


"I gave you rational and technical arguments. I was careful not to criticise you personally but the content of the chat you forwarded to me. And you call me a cultist. Who's the cultist The fixed focus is not an issue you may have noticed your eyes need to focus only in very close range to read a book for example. For perception in far range a fixed focus is perfect. But what do I know about automotive tech I have only been doing this for [--] years actually working on sensor fusion with LiDAR and RADAR for legacy OEMs. I really don't have a clue😜"  
[X Link](https://x.com/nymbusjp/status/1953325972994011304)  2025-08-07T05:22Z [---] followers, [--] engagements


"@tahreem57 Pretty much. Elon doesn't care about flattery. He cares about the truth"  
[X Link](https://x.com/nymbusjp/status/1953327756420215004)  2025-08-07T05:30Z [---] followers, [--] engagements


"@pdicarlotrader Hi Peter I have been thinking about you recently with the BX flipping green at the top of the triangle and red at the bottom I understand you are following your strategy but this one is a case where it performs poorly. Do you have ideas to improve it for such a situation"  
[X Link](https://x.com/nymbusjp/status/1954085706839605487)  2025-08-09T07:41Z [---] followers, [---] engagements


"@TheSonOfWalkley Don't listen to them they're all crooks. His fund outperforms the SP500 so badly"  
[X Link](https://x.com/anyuser/status/1954248220466454665)  2025-08-09T18:27Z [----] followers, [----] engagements


"No it's not. Tesla is financially healthy and has a bright future ahead with FSD and Optimus. BYD on the other hand is very sick: - Over [--] months late in paying its suppliers the amount of cash needed to bring this back to reasonable delays is so staggering that it would make BYD cash flow negative over several years - Additionally BYD is receiving special government subsidies apart the usual EV subsidies it is literally living off government handouts - Far behind in autonomy and AI compared to Tesla Watch @alojoh for details; he has a detailed analysis. BYD smells more like Evergrande than"  
[X Link](https://x.com/anyuser/status/1954908451911393290)  2025-08-11T14:11Z [----] followers, [---] engagements


"@ChrisDungeon That's pretty clear. The zillion dollar question is: does it want $380 Or do we first retrace to 330🤔"  
[X Link](https://x.com/nymbusjp/status/1954938694655246463)  2025-08-11T16:11Z [---] followers, [--] engagements


"@Zlatti_71 Western governments are just a bunch of hypocrites"  
[X Link](https://x.com/nymbusjp/status/1954978414756003975)  2025-08-11T18:49Z [---] followers, [---] engagements


"@cb_doge @JasonJournoDC Fine. Now release the Epstein files and balance the budget"  
[X Link](https://x.com/nymbusjp/status/1954984038403395861)  2025-08-11T19:11Z [---] followers, [---] engagements


"@tn2germany @Panchenko_X @TeamYouTube @elonmusk Yep. But Youtube pays way better than X"  
[X Link](https://x.com/nymbusjp/status/1955261750124679458)  2025-08-12T13:35Z [---] followers, [--] engagements


"@raines1220 Correct. But I think the main point is it seems now highly likely that AI4 will be good enough to run an unsupervised model. And that's all that matters for now"  
[X Link](https://x.com/anyuser/status/1955627633594548686)  2025-08-13T13:48Z [----] followers, [----] engagements


"I explicitly asked this question to Grok as I had the same doubt as you. It works because you are a tax resident in Japan then you declare to the country where you have your asset that you are no longer a tax resident there because you moved out (in my case Germany) and this country will not make you pay tax. Indeed in my online banking app there is a procedure to do that but you must first move out of Germany. So the idea is you keep your account in Germany (or wherever you want outside of Japan works) but you declare to your bank and to the German "Finanzamt" that you are not living there"  
[X Link](https://x.com/nymbusjp/status/1955722732831645896)  2025-08-13T20:06Z [---] followers, [--] engagements


"@MyLordBebo It is pretty clear. The only thing Zelensky has to offer is total surrender in exchange for his safety. But whatever he does he will always have to look over his shoulder. Azov will not forget. the Russians will not be the threat here"  
[X Link](https://x.com/anyuser/status/1957015784783307148)  2025-08-17T09:44Z [----] followers, [----] engagements


"@Eric_The_Red_2 @MyLordBebo I believe Russia will let him live if that's the price for peace. Killing Zelensky would not be in Russia's interest (geopolitical backlash) and Russia's actions can be predicted based on its interests"  
[X Link](https://x.com/nymbusjp/status/1957259663465980351)  2025-08-18T01:54Z [---] followers, [--] engagements


"It can ignite when put in contact with.air It's a bad idea and there are better alternatives. LIFTRs are much safer can also burn waste are inherently stable and the Chinese finished one recently and put it into service. Fast breeders are far more hazardous due to the fire risk"  
[X Link](https://x.com/nymbusjp/status/1957268098165178614)  2025-08-18T02:27Z [---] followers, [--] engagements


"@RealScottRitter @SecScottBessent Americans need to brag constantly about how strong they are. It shows how insecure they are. Pathetic"  
[X Link](https://x.com/nymbusjp/status/1958157976461570473)  2025-08-20T13:23Z [---] followers, [---] engagements


"@ChrisDungeon Even with insurance it would be too much for personal use. You'd be better off hailing a cybercab"  
[X Link](https://x.com/nymbusjp/status/1958584290499076128)  2025-08-21T17:37Z [---] followers, [--] engagements


"@ChrisDungeon 150/month OK in that case why not if we stay around 250-300. But where I live in Germany insurance is more around [--] bucks per month"  
[X Link](https://x.com/nymbusjp/status/1958591898395811976)  2025-08-21T18:07Z [---] followers, [--] engagements


"@Panchenko_X It is simply not in Russia's interest to murder Zelensky. Everything Putin does is dictated by Russia's superior interest"  
[X Link](https://x.com/anyuser/status/1958846123172368449)  2025-08-22T10:58Z [----] followers, [---] engagements


"@pbeisel Exactly my words today with a colleague. The legacy automotive industry is poised for a Blackberry extinction event in the coming years. Hedge or be annihilated. Buy $TSLA"  
[X Link](https://x.com/nymbusjp/status/1958921539040022961)  2025-08-22T15:57Z [---] followers, [---] engagements


"@kylaschwaberow 100% $TSLA. Everything I own except the house"  
[X Link](https://x.com/nymbusjp/status/1959497482401992988)  2025-08-24T06:06Z [---] followers, [---] engagements


"Anybody who tried to do this for real knows this. That's my job I do this for a living. I fuse RADAR Camera and LiDAR together. I can tell you: - RADAR+Camera makes it easy to reach 95% - But it makes it impossible to reach 99.99% exactly for the reason that Elon mentioned Anybody telling you otherwise never attempted it for real"  
[X Link](https://x.com/anyuser/status/1959851236150194559)  2025-08-25T05:32Z [----] followers, 13.2K engagements


"@JOBhakdi I prefer a slow but accurate answer. 20% BS is not acceptable. Grok can be trusted. ChatGPT cannot"  
[X Link](https://x.com/nymbusjp/status/1959863596684349577)  2025-08-25T06:21Z [---] followers, [--] engagements


"@CGCooke @JamesJewiss1 @Moaning4Myrt @mrfundman If only it would be as easy as a simple Kalman.😔"  
[X Link](https://x.com/nymbusjp/status/1960018989410644366)  2025-08-25T16:38Z [---] followers, [--] engagements


"@CGCooke @JamesJewiss1 @Moaning4Myrt @mrfundman Not true. https://x.com/i/grok/share/uohjaRAKfYRRMx1xPCuH8OjMN https://x.com/i/grok/share/uohjaRAKfYRRMx1xPCuH8OjMN"  
[X Link](https://x.com/nymbusjp/status/1960069933133680652)  2025-08-25T20:01Z [---] followers, [--] engagements


"@elonmusk hang them by the balls"  
[X Link](https://x.com/nymbusjp/status/1960433149176893594)  2025-08-26T20:04Z [---] followers, [--] engagements


"@teslayoda No. Invest in ai6 Optimus and cortex"  
[X Link](https://x.com/nymbusjp/status/1961109921660846563)  2025-08-28T16:53Z [---] followers, [--] engagements


"Grok found me a plan for this. First exit tax is not applicable because you need to own a lot more shares of the company. Second my plan is to go back to Japan. And here is the bingo card: for the first [--] years of residency in Japan capital gains made outside of Japan are not taxable in Japan. They are not taxable anymore in Germany because I am no longer a resident there and not taxable in Japan either. So I can sell my shares tax free during this period. The only catch is I cannot bring this money to Japan during these [--] years else I have to pay tax (but nothing prevents you from having a"  
[X Link](https://x.com/nymbusjp/status/1961348821297795447)  2025-08-29T08:42Z [---] followers, [--] engagements


"@tahreem57 That's me and my wife today basically"  
[X Link](https://x.com/nymbusjp/status/1961515889943072975)  2025-08-29T19:46Z [---] followers, [--] engagements


"Me when $TSLA hits 10000$"  
[X Link](https://x.com/nymbusjp/status/1962497686864609521)  2025-09-01T12:48Z [---] followers, [----] engagements


"@rinalu_ The main reason why we people in Europe do not understand Russia's security concerns on its western border is that most of us do not know that Russia suffered [--] million dead to destroy 80% of the Wehrmacht and you guys are not too hot to repeat the experience"  
[X Link](https://x.com/nymbusjp/status/1963701636628635785)  2025-09-04T20:32Z [---] followers, [----] engagements


"@mikepat711 You made a 10X on $PLTR and you're gonna do another 10x on $TSLA. Fuckin' hell"  
[X Link](https://x.com/nymbusjp/status/1964067239478403091)  2025-09-05T20:44Z [---] followers, [---] engagements


"XPeng is following the right strategy (vision only custom made silicon data collection from the fleet) but I highly doubt they will make it in [----] at least not without HDMaps. Please remember that Tesla needs [-----] H100 GPUs to train FSD China does not have access to that. What makes you think they can do it without this China is developing its own AI Cluster technology with Huawei but until it is ready at scale for XPeng to use it plus the time needed to actually train debug and real world test the models (remember if Tesla scales Robotaxi next year it will have taken [--] months between"  
[X Link](https://x.com/nymbusjp/status/1965008632350744738)  2025-09-08T11:05Z [---] followers, [---] engagements


"@alojoh This sentence came out wrong. I was just giving you the technical arguments why I think it cannot happen in 2026"  
[X Link](https://x.com/nymbusjp/status/1965021009859502290)  2025-09-08T11:54Z [---] followers, [---] engagements


"Agreed with a safety driver anything is possible. And yes I rate XPeng number two behind Tesla. I believe they will be the next one to crack FSD after Tesla. But my best-case timeline for XPeng to go unsupervised was always 4-5 years after Tesla does (for the reasons I mentioned need GPU supercluster need data from fleet need time to validate.)"  
[X Link](https://x.com/nymbusjp/status/1965023292806541366)  2025-09-08T12:03Z [---] followers, [---] engagements


"Agreed. But let's look at the data: Huawei 910D is supposed to enter the commercial market by Q2 [----] and the H100 should still have 2.8x faster FP16 performance (critical for gradient descent). So best case XPeng can have the cluster ready to use by early [----]. At that point they would be where Tesla was when they had finished Cortex in September [----]. So from there I do not know why XPeng could be any faster than Tesla to finish their model (training on chips 2.8x slower.). So count [--] months (what it will have taken for Tesla to release unsupervised FSD14). It takes you to Q4 [----] to reach"  
[X Link](https://x.com/nymbusjp/status/1965028985579975119)  2025-09-08T12:26Z [---] followers, [---] engagements


"This does not really work in practice: - the cost is exorbitantly high compared to building your own cluster - the fine tuning for the compressed model cannot be made on generic GPUs like the H100 you need a hybrid cluster with the final silicon in the loop (which is why Tesla has tens of thousands of AI4s inside Cortex). This is because the final model only runs on the final silicon and what you do is you run the back propagation on the H100 for speed but you need the AI4 for the forward loop to get the model output. - exporting data from China is almost impossible (I know it for a fact I"  
[X Link](https://x.com/nymbusjp/status/1965030695660597412)  2025-09-08T12:33Z [---] followers, [--] engagements


"@mikepat711 I am diversified. 97% $TSLA stock 3% $TSLA calls"  
[X Link](https://x.com/nymbusjp/status/1965292122027999267)  2025-09-09T05:52Z [---] followers, [---] engagements


"@Vol8882 This is high volume. This time it's for real"  
[X Link](https://x.com/nymbusjp/status/1966197994182853057)  2025-09-11T17:51Z [---] followers, [--] engagements


"@mrfundman I unloaded [--] years' worth of savings into $TSLA in April"  
[X Link](https://x.com/nymbusjp/status/1966363659019423882)  2025-09-12T04:50Z [---] followers, [--] engagements


"@JOBhakdi wallah wallah. Germany is on the path of self-destruction"  
[X Link](https://x.com/nymbusjp/status/1966546631240646683)  2025-09-12T16:57Z [---] followers, [---] engagements


"@toho_cyrus1 @JOBhakdi Nope Japan. And spend the few summer months only in France. Japan is horrible in the summer"  
[X Link](https://x.com/nymbusjp/status/1966573599214461309)  2025-09-12T18:44Z [---] followers, [--] engagements


"@toho_cyrus1 @JOBhakdi Thanks Wishing the same to everyone including the German people. May they find their way again"  
[X Link](https://x.com/nymbusjp/status/1966574357804630497)  2025-09-12T18:47Z [---] followers, [--] engagements


"This rhetoric undermines the MAGA movement and everything it was built on. Hate speech is not hate speech it is speech they hate If it applies to the leftists it applies to MAGA also @elonmusk @JDVance Attorney General Pam Bondi: "There's free speech and then there's hate speech and there is no place especially now especially after what happened to Charlie in our society.We will absolutely target you go after you if you are targeting anyone with hate speech." https://t.co/Bqj6TQOGwP Attorney General Pam Bondi: "There's free speech and then there's hate speech and there is no place especially"  
[X Link](https://x.com/nymbusjp/status/1967845213352976553)  2025-09-16T06:57Z [---] followers, [--] engagements


"@elonmusk Most of us are for freedom of expression when theres a danger that our own views will be suppressed. Were not all that upset though when views we despise encounter a little censorship here and there. Carl Sagan https://t.co/GoO439hLY6 Most of us are for freedom of expression when theres a danger that our own views will be suppressed. Were not all that upset though when views we despise encounter a little censorship here and there. Carl Sagan https://t.co/GoO439hLY6"  
[X Link](https://x.com/nymbusjp/status/1968248322852016368)  2025-09-17T09:39Z [---] followers, [--] engagements


"@joeligato @OlgaBazova Russia is advancing But I thought that Ukraine was winning. Holy c.🤪"  
[X Link](https://x.com/nymbusjp/status/1968660514948424181)  2025-09-18T12:56Z [---] followers, [---] engagements


"@zephyr_z9 Next BYD [--] months late on supplier invoice and 0km used vehicles"  
[X Link](https://x.com/nymbusjp/status/1969307776485572957)  2025-09-20T07:48Z [---] followers, [---] engagements


"@TeslaBoomerMama Lol the Platinium one. It's basically a way to be a fiscal resident nowhere and pay no capital gain taxes"  
[X Link](https://x.com/nymbusjp/status/1969390448079704445)  2025-09-20T13:17Z [---] followers, [--] engagements


"@JOBhakdi They should have just set a minimum wage for those who hold this VISA and all would have been well. Many such things have been handled poorly by this administration. So far the only secretary doing a close to perfect job is RFK. The rest is really. chaotic to say the least"  
[X Link](https://x.com/nymbusjp/status/1969659452245885423)  2025-09-21T07:06Z [---] followers, [---] engagements


"@pbeisel It will take an enormous amount of work to bring the unit cost to 20K/bot. But the value of these things is so nuts that even at 100K/bot it's a cash cow (if reliability is there)"  
[X Link](https://x.com/nymbusjp/status/1971976170754527714)  2025-09-27T16:32Z [---] followers, [---] engagements


"@liz_churchill10 Excluded from society Sounds good to me"  
[X Link](https://x.com/nymbusjp/status/1971987708953452586)  2025-09-27T17:18Z [---] followers, [---] engagements


"@pbeisel The DKB wants a hefty some of money to vote for me"  
[X Link](https://x.com/nymbusjp/status/1973248297960985054)  2025-10-01T04:47Z [---] followers, [--] engagements


"My plan: you move out of Germany at the end of a fiscal year and you do not move it right away to another country. You spend January travelling drinking coconuts on the beach. During this time you sell your stock and buy it back. Then in Feb you move in to another country that considers you a fiscal resident from the day you move in not for the entire fiscal year (Germany is not such a country you are a fiscal resident always for the entire year). Japan is such a country for example. You end up paying [--] tax on your gains"  
[X Link](https://x.com/nymbusjp/status/1973427027605643400)  2025-10-01T16:37Z [---] followers, [--] engagements


"@elonmusk @Thompsonklay @TRobinsonNewEra @Keir_Starmer Thank you Elon"  
[X Link](https://x.com/nymbusjp/status/1974205186290688004)  2025-10-03T20:09Z [---] followers, [---] engagements


"@elonmusk @DevinOlsenn We want to see a challenge against Chuck Norris"  
[X Link](https://x.com/nymbusjp/status/1974347815645216817)  2025-10-04T05:36Z [---] followers, [----] engagements


"@RussiaIsntEnemy The United States should cooperate with Russia to bring civilization to Mars. This would be awesome. Russia has much to offer in this adventure"  
[X Link](https://x.com/nymbusjp/status/1974860137153389031)  2025-10-05T15:32Z [---] followers, 10.1K engagements


"@JOBhakdi Maybe drones. That would match the frisbee:"  
[X Link](https://x.com/nymbusjp/status/1974861947649814795)  2025-10-05T15:39Z [---] followers, [--] engagements


"@JOBhakdi so it's not a frisbee"  
[X Link](https://x.com/nymbusjp/status/1974867781595332669)  2025-10-05T16:02Z [---] followers, [---] engagements


"@ArcticDodger @JOBhakdi an affordable Frisbee"  
[X Link](https://x.com/nymbusjp/status/1974886099664425227)  2025-10-05T17:15Z [---] followers, [--] engagements


"@JOBhakdi But you are a Kremlin stooge Jo😉"  
[X Link](https://x.com/nymbusjp/status/1975133274818461793)  2025-10-06T09:37Z [---] followers, [--] engagements


"@JOBhakdi 83M according to Robinhood"  
[X Link](https://x.com/nymbusjp/status/1975291215211077704)  2025-10-06T20:04Z [---] followers, [----] engagements


"@AIDRIVR Awesome thanks a lot for the feedback About the bad: - Not so nice but interesting it seems to be related to navigation changes - Probably a False Positive for emergency vehicles - Bruh. - Easy fix We're all looking forward to your stress testing"  
[X Link](https://x.com/nymbusjp/status/1975527814293299525)  2025-10-07T11:45Z [---] followers, [----] engagements


"@CuriousPejjy Optimus Demo to investors. This will ignite the mother of all FOMO"  
[X Link](https://x.com/nymbusjp/status/1978119452269895987)  2025-10-14T15:23Z [---] followers, [--] engagements


"He's doing what he thinks is in Russia's interest. As long as he does not deviate from the key objectives Putin has nothing to lose in engaging in a dialogue with Trump. I don't think Putin will retreat from his Istanbul+ (or ++). Russia will get want it wants. One way or the other"  
[X Link](https://x.com/nymbusjp/status/1979109641976955358)  2025-10-17T08:58Z [---] followers, [---] engagements


"@raines1220 @dream_greece Here is a real example of a safety critical event. https://x.com/i/status/1979036333999075607 San Francisco CA (OCT.15.2025)- Holy Shitballs; Holy Cow Motorist is stunned to watch Waymo threaten a head-on collision with a bus during an illegal left turn. Looks like Waymo is trying out their own Mad Max mode this week. Thx to fan of the show Karl for sending https://t.co/38HE3k0YEb https://x.com/i/status/1979036333999075607 San Francisco CA (OCT.15.2025)- Holy Shitballs; Holy Cow Motorist is stunned to watch Waymo threaten a head-on collision with a bus during an"  
[X Link](https://x.com/nymbusjp/status/1979421760706523456)  2025-10-18T05:38Z [---] followers, [--] engagements


"@economatrix1 @WR4NYGov @elonmusk Yes. It is using raw photons pre ISP input but this data is compressed before upload to the cloud. Tesla has probably developed an in-house CODEC to lossy-compress pre ISP data"  
[X Link](https://x.com/nymbusjp/status/1953120407202013525)  2025-08-06T15:46Z [----] followers, [--] engagements


"That's how I explain it to my friends simple version for dummies: - [--] billion miles per year is the rideshare market in the US at 4$/mile or more. - Owning a car costs 1$/mile. So for Tesla it will not exceed that. Let's take that as a worst-case baseline. - Tesla can offer rides for 2$/mile and undercut the competition by 50%. They take 100% of the [--] billion miles per year market with such a price cut. They can easily produce enough vehicles within [--] years to cover the entire demand. - 1$/mile profit gives [--] billion per year of profit a 10x on Tesla's [----] profits. - The stock will at"  
[X Link](https://x.com/anyuser/status/1959699203472359838)  2025-08-24T19:27Z [----] followers, 18.7K engagements


"@mikepat711 My Grok training plan went very well. I was able to up my FTP by roughly 20W. I could hold 321W for 8mn something I would have been incapable of before Grok became my coach. I added weight training and Grok is also there to help me along the way. Best coach ever"  
[X Link](https://x.com/nymbusjp/status/1974180510294552901)  2025-10-03T18:31Z [---] followers, [--] engagements


"I would not call this one safety "critical". 1) You can see in the video that there were [--] seconds between the moment when FSD started rolling forward and the motorcycle crossing the driving tube. Plenty of time. Even a standard Cross Traffic Alert Function does not warn so early. Yes it was unnice (and Chuck was right to disengage) but calling it "critical" is really pushing it. There was plenty of time for FSD to either stop or push through. 2) Who the heck turns left here Just avoid this kind of intersection in unsupervised mode. Even as a human I would avoid it. Just go around the block"  
[X Link](https://x.com/nymbusjp/status/1979420681340068145)  2025-10-18T05:34Z [---] followers, [--] engagements


"@StockMKTNewz It had to come to this so he could finally grow a pair. This has been cooking for a very long time. Elon Musk would have pushed back long ago. The US government destroyed NVidia's monopoly on AI infrastructure; this is treason"  
[X Link](https://x.com/nymbusjp/status/1979426178109743560)  2025-10-18T05:55Z [---] followers, [----] engagements


"2) What I meant is that such turns can be easily banned in an unsupervised version. At the current stage under human supervision it makes sense to let FSD go anywhere so that Tesla can catch more corner cases. But such cases are not proof that FSD will not soon become unsupervised (because this is what this is about). 1) I did not say otherwise read again my post. Still watch the video there were [--] seconds of buffer. Calling it safety-critical is pushing it. But it was spooky. Honestly if it's the last thing blocking unsupervised it's in the bag. Look at what dumb Waymo is doing it's 1000%"  
[X Link](https://x.com/nymbusjp/status/1979470988967391527)  2025-10-18T08:53Z [---] followers, [--] engagements


"What is interesting is that although Waymo does nonsensical stuff every day it's still very safe. That's because it takes two vehicles to get into an accident (the other driver can easily save your ass with a minor intervention such as braking/slowing down just a bit like this bus did) and also there is a huge difference between "close to collision" and "actual collision". Therefore picking a single spooky moment like Chuck had and concluding "FSD is not ready for unsupervised" is nonsense. I mean I consider myself a good driver (lol) but once or twice a year I do something that I"  
[X Link](https://x.com/nymbusjp/status/1979472608249741671)  2025-10-18T09:00Z [---] followers, [--] engagements


"@ViktorSkib @raines1220 @dream_greece Either FSD would have braked and allow the motorcycle to pass or it would have rushed forward. Still good call from Chuck to disengage"  
[X Link](https://x.com/nymbusjp/status/1979483852549636566)  2025-10-18T09:45Z [---] followers, [--] engagements


"@Micro2Macr0 You still want to do something about it before it becomes unsustainable. The current trajectory is not sustainable. Elon was right and Trump failed in that regard"  
[X Link](https://x.com/nymbusjp/status/1979937335442538994)  2025-10-19T15:47Z [---] followers, [--] engagements


"@hletes They're legends"  
[X Link](https://x.com/nymbusjp/status/1980010363878785179)  2025-10-19T20:37Z [---] followers, [--] engagements


"@Vol8882 This worked over the last years because the stock was stuck in a range. The mother of all FOMO is coming soon you don't want to miss it"  
[X Link](https://x.com/nymbusjp/status/1980132862625276341)  2025-10-20T04:43Z [---] followers, [--] engagements


"@panrobaczek @ChrisDungeon Just one according to Grok and a small bungalow next to SpaceX to crash for the night"  
[X Link](https://x.com/nymbusjp/status/1980552154520621202)  2025-10-21T08:30Z [---] followers, [---] engagements


"@kadmitriev It is now clear that the FT is financed by the Kremlin and that Alexander Gabuev is spreading Russian propaganda.🤪😜"  
[X Link](https://x.com/nymbusjp/status/1980552545811784102)  2025-10-21T08:31Z [---] followers, [---] engagements


"@camille_moscow Almost in full HD"  
[X Link](https://x.com/nymbusjp/status/1980735073306436001)  2025-10-21T20:36Z [---] followers, [---] engagements


"@alojoh I have worked for Toyota as a Tier One. The greatest legacy OEM in my opinion. Very competent engineers very little bureaucratic BS excellent work ethics"  
[X Link](https://x.com/nymbusjp/status/1982728107577758081)  2025-10-27T08:36Z [---] followers, [---] engagements


"Yes but I find it remarkable that they could keep it in place without rotting from the inside. So many organizations fail over time but Toyota did not. It is an outstanding achievement. Probably a mix of the strength of the Japanese culture and people as a whole and great leadership"  
[X Link](https://x.com/nymbusjp/status/1982729563625959921)  2025-10-27T08:42Z [---] followers, [---] engagements


"I am convinced Toyota can overcome the challenges tied to electrification. Industrialization and efficiency are what they excel at. In my opinion the greatest question mark is how they will overcome the autonomy wave triggered by FSD at scale. I hope they will be smart enough to license from Tesla"  
[X Link](https://x.com/nymbusjp/status/1982746382227153223)  2025-10-27T09:49Z [---] followers, [---] engagements


"@DanBTC916 The rally does not need to be sustainable. It just needs to happen once so you can sell your calls there with a huge profit"  
[X Link](https://x.com/nymbusjp/status/1983221705821589988)  2025-10-28T17:17Z [---] followers, [---] engagements


"Grok is actually a tremendous improvement over other AIs. An example: you ask it if the lock downs and restrictions were justified. It starts blabbering the usual garbage but a bit more balanced to be fair. Then you tell him: look bro there was a guy in Marseilles Raoult he actually treated his patients instead of letting them die and had virtually ZERO like ZERO deaths under [--]. Grok searches finds the data from Raoult and comes back: you're right brother it was not proportionate. Raoult showed the disease could be very well managed so these measured were not justified. Not bad at all"  
[X Link](https://x.com/nymbusjp/status/1983639895718654368)  2025-10-29T20:59Z [---] followers, [--] engagements


"I did that During the discussion where Grok changed its mind after looking at Raoult's data I opened a fresh discussion and ask it again. It blabbered the usual garbage. Then I took this link and asked in original Raoult thread to look at the fresh discussion. And Grok stayed on course saying in the fresh thread he did not have the data from Raoult and therefore was giving wrong information and he insisted he was now convinced the lock downs and restrictions were disproportionate. Pretty based for a dumb AI. Grok is a great step in the right direction"  
[X Link](https://x.com/nymbusjp/status/1983642842393407755)  2025-10-29T21:11Z [---] followers, [--] engagements


"@mikepat711 You are the witness of a significant moment of human history. The first synthetic animal"  
[X Link](https://x.com/nymbusjp/status/1983825531972768067)  2025-10-30T09:17Z [---] followers, [--] engagements


"@BarackObama So how about you stop funding Ukraine and all kinds of coups around the world and use this money for these poor Americans"  
[X Link](https://x.com/nymbusjp/status/1984525142643683393)  2025-11-01T07:37Z [---] followers, [--] engagements


"@eliasmrtnz1 @JakubJan112233 So which figure is correct 7k/5k (city) without critical DE to 1.677K/1K (city)"  
[X Link](https://x.com/nymbusjp/status/1984701138604573073)  2025-11-01T19:16Z [---] followers, [--] engagements


"The fact that Cortex is an AI4/H100 hybrid is something whose value most people do not understand well. None of the competitors has anything similar. Ask Qualcomm if they have something like this. AI SW is not portable code and can only run on the final chip. Such a hybrid supercluster is therefore necessary for training and fine-tuning"  
[X Link](https://x.com/nymbusjp/status/1985444211832045995)  2025-11-03T20:29Z [---] followers, [--] engagements


"@JOBhakdi I guess this is also the reason why Palantir is down Or their earnings were bad Or Nvidia Most short term moves cannot be explained news. These are just technical pullbacks"  
[X Link](https://x.com/nymbusjp/status/1985667264494891182)  2025-11-04T11:15Z [---] followers, [---] engagements


"@Vol8882 Say what you want Vince. You'll never beat this guy:"  
[X Link](https://x.com/nymbusjp/status/1986142055395946839)  2025-11-05T18:42Z [---] followers, [--] engagements


"@Vol8882 To me it was easy because I know we are in an uptrend. The big test will be to catch the reversal and not get screwed when it happens. If you're into options you can really get wiped out. Stock is no problem you can just wait it out"  
[X Link](https://x.com/nymbusjp/status/1986175746872586492)  2025-11-05T20:56Z [---] followers, [--] engagements


"Important short-term news yesterday: Elon said thanks to autonomy they plan to increase production by 50% next year. These cars will likely be Robotaxis either MY or Cybercab. This gives you a clear number of vehicle to put into your model. Ball park. [------] Robotaxis by end of next year Nuts It means [------] is the bare minimum and [------] is the base case. PS: @CernBasher"  
[X Link](https://x.com/nymbusjp/status/1986708047717122122)  2025-11-07T08:11Z [---] followers, 18.8K engagements


"@exquizitelyCOM I actually found the puzzles more logical and easier than those in other Lucas games. The story was fantastic. It deserves to be made into a movie. A couple of years ago I played it again on an emulator on my PSP. Same vibe. Epic"  
[X Link](https://x.com/nymbusjp/status/1987989612242080225)  2025-11-10T21:03Z [---] followers, [---] engagements


"@M44_1RJ Mine has been $1K for a long time. - FSD solved - No competition And $3K by [----]. And probably $10K by [----] if Optimus scales"  
[X Link](https://x.com/nymbusjp/status/1989732386196918325)  2025-11-15T16:29Z [---] followers, [----] engagements


"I insist no competition for now. The first competitor will be Chinese (I bet on XPeng) and on this I agree. I have said it before by the way. And it will take a minimum of [--] years for this competitor to reach FSD level. There are fundamental technical reasons why it cannot be done faster: - You need a hybrid GPU super cluster combining the embedded chip and NVidia H100s or equivalent. This is because you need to train the real model (not train some big piece of junk on NVidia and then compress it just hoping it will work the same embedded when it will not) and inference can only run on the"  
[X Link](https://x.com/nymbusjp/status/1989998564466889135)  2025-11-16T10:06Z [---] followers, [--] engagements


"@Rainmaker1973 Sylvester Stallone"  
[X Link](https://x.com/nymbusjp/status/1990101085684384057)  2025-11-16T16:54Z [---] followers, [----] engagements


"@Vol8882 This $413 fib does not seem to be so relevant. It ripped through like a hot knife through butter twice today. On the other hand $420 now seems to have turned into resistance. Classic play support becomes resistance"  
[X Link](https://x.com/nymbusjp/status/1990498621700386940)  2025-11-17T19:13Z [---] followers, [--] engagements


"Omega is 2.3/2.4. Stock goes up by 10% it goes up by 23%. Not too bad for how safe it is. And because it is safe I have the confidence to put all the powder left. For me the dilemma was: put half my powder into something more aggressive but risk losing it. Or put everything into half the leverage with almost no risk of losing it. And because you put twice the powder you get the same leverage. Of course if you have the balls to put everything you have left into something aggressive that's even better. But you can lose it all"  
[X Link](https://x.com/nymbusjp/status/1991612441818710360)  2025-11-20T20:59Z [---] followers, [---] engagements


"1 - Kodak Steve Sasson Literal inventor of the digital camera in [----]. Built the first prototype in his lab showed it to management. Quote from execs: Its cute but who would want to look at photos on a television screen Sasson spent the next [--] years watching his invention kill the company that paid his salary. He stayed until the [----] bankruptcy quietly stacking patents and watching film revenue die. When asked later how it felt he just said: I told them in [----]. They didnt want to hear it. [--] - Nokia Ari Brusila (and a dozen Symbian leads) Senior Symbian architects who around 20052006"  
[X Link](https://x.com/nymbusjp/status/1992237837618450742)  2025-11-22T14:24Z [---] followers, [--] engagements


"I am very skeptical about the peace plan. The attempt is positive and some things go in the right direction but it is certainly unacceptable in its current form for Russia. - Some regions which are now constitutionally Russian today are not recognized as such it would need a 2/3 majority in the Douma to change the Russian constitution to accept this this will never happen. - Half the Russian assets are to be transferred to the EU and the US. Unacceptable. - The US security guarantees for Ukraine are unacceptable for Russia. It just some re-branding for NATO membership. As Russia is winning"  
[X Link](https://x.com/nymbusjp/status/1992929231009939960)  2025-11-24T12:12Z [---] followers, [--] engagements


"I am. I see them choosing this path every day at work. Gone case. They choose to do stupid partnerships with Qualcomm or whatever junk is available out there. I still think/hope it won't be as sudden as Nokia/Blackberry because cars are not getting replaced as fast as smartphones. And Tesla can only produce so many cars; 10M per year would already be enormous for Tesla and it couldn't meet the total demand. Still it's going to hurt. And soon. I stashed the popcorn and the shares are waiting for take-off. The biggest "I told you so" moment is coming"  
[X Link](https://x.com/nymbusjp/status/1993041743529259413)  2025-11-24T19:39Z [---] followers, [--] engagements


"@Vol8882 Serious question: looking at the open calls for this week which price level should trigger a gamma squeeze Same question for next week. Thank you"  
[X Link](https://x.com/nymbusjp/status/1996475966944891192)  2025-12-04T07:05Z [---] followers, [--] engagements


"Chinese yes. My article is about legacy. XPeng has almost all [--] points but not the fixed point training. I have already indicated many times why I think that XPeng will be number two. But they do have a fundamental issue because they only rely on QAT. Wayve Waymo Lmao. I work with Wayve. These guys.🤪🤪and they have almost none of the [--] points. Waymo Right. if you're still at this level it's not even worth arguing"  
[X Link](https://x.com/nymbusjp/status/1997172132803969405)  2025-12-06T05:11Z [---] followers, [---] engagements


"@Xav_Swift Sorry it does mean something. It means the OEMs still have not understood that you need all these [--] pieces. And they are still going the old way. Forcing sensor fusion. Forcing RADAR and LiDAR. No datapipeline. Details No"  
[X Link](https://x.com/nymbusjp/status/1997182054476533998)  2025-12-06T05:51Z [---] followers, [--] engagements


"@JOBhakdi My prediction is that XPeng will be the second OEM to crack FSD. I have said this a long time ago"  
[X Link](https://x.com/nymbusjp/status/1999064021371363560)  2025-12-11T10:29Z [---] followers, [---] engagements


"I disagree on this one. Health care is not like any other business because: - You have a strong information asymmetry between patient and doctor so you cannot make an informed decision the same way as when you buy a car. - All humans bear the risk of sickness. Not everybody owns a car. Car insurance can therefore stay private. But everybody will get sick one day. This makes the case for a nationalized health insurance. - The strongest incentive to stay in good health is the survival instinct. If nonetheless some people eat junk food and don't take care of themselves offering different"  
[X Link](https://x.com/nymbusjp/status/1999428356945650032)  2025-12-12T10:37Z [---] followers, [---] engagements


"First my article was specifically naming legacy OEMs. I have publicly stated many times that other companies have some pieces of the puzzle particularly XPeng which I believe will be number two to crack FSD after Tesla. You are welcome to criticize me but at least do it on the basis of what I have said not what I have not said. Second we can start counting how many of the [--] points Rivian has. Very few of them I would say. They are far behind XPeng. They keep changing their sensor set exactly what should not be done as I explain in my article. This is point number [--]. And this simple buzz"  
[X Link](https://x.com/nymbusjp/status/1999559180823503033)  2025-12-12T19:17Z [---] followers, [--] engagements


"- You can always slow down like humans will have to or should. On the money You add RADAR to drive full gas in the fog Really You don't need to see the traffic signs then which can only be seen by camera Lmao. Besides Rivian cannot detect this pedestrian properly with proper lighting. talk about fog"  
[X Link](https://x.com/nymbusjp/status/1999582592639647801)  2025-12-12T20:50Z [---] followers, [--] engagements


"He originally grossly underestimated the difficulty of FSD when he started. I used to be a Tesla bear bro Now I really think all the pieces are coming together. And it will take years for other OEMs to catch up. The closest is XPeng and they are not there yet. No Cortex. No Chip in the Loop quantized training. It is a matter of months. Max. Even weeks before we see the first driverless cabs"  
[X Link](https://x.com/nymbusjp/status/1999589853109817636)  2025-12-12T21:19Z [---] followers, [--] engagements


"@AGDugin Few fathers would have had your strength and dignity"  
[X Link](https://x.com/nymbusjp/status/2000311905983123637)  2025-12-14T21:08Z [---] followers, [----] engagements


"I have also worked extensively with LiDAR. It is a very poor sensor for FSD. - Blooming on highly reflective surfaces - Not every pixel returns a signal creating holes along objects and forcing you to "cluster" detections making the extraction of high level semantic information difficult. This is why Yun-Ta is saying such debris would be classified as noise. It is hard to differentiate between a bunch of isolated false positive detections and a real object because even a real object can be represented as isolated detections (because not every pixel returns a signal when the reflected energy"  
[X Link](https://x.com/nymbusjp/status/2000526577042358761)  2025-12-15T11:21Z [---] followers, [--] engagements


"@zhao_dashuai Same for the fabs now built in the US"  
[X Link](https://x.com/nymbusjp/status/2002787259666636973)  2025-12-21T17:04Z [---] followers, [---] engagements


"@f1rztprinciple @moregainzs Yes Rivian can do it. Five years is reasonable is they change their strategy and focus on vision only. For now I think XPeng is in the best position for number [--]. The others are toast"  
[X Link](https://x.com/nymbusjp/status/2002864540460187738)  2025-12-21T22:11Z [---] followers, [--] engagements


"Current inflation in Russia is low (and falling) by historical standards and the Rubble is stable"  
[X Link](https://x.com/nymbusjp/status/2003746396554375525)  2025-12-24T08:35Z [---] followers, [--] engagements


"Also let me clarify further. Russia's relatively high inflation rates by Western standards has a different cause than in the West. In the West inflation is created by government overspending. In Russia inflation was recently high because of labor shortage. And the root cause is demographics. The late Soviet era had a total fertility rate (TFR) around 2.02.5 (e.g. [----] in the late 1980s). Then amid economic chaos hyperinflation social upheaval and uncertainty births plummeted: - Annual births dropped from [---] million in [----] to a low of [---] million by [--------]. - TFR hit a lower point of 1.2"  
[X Link](https://x.com/nymbusjp/status/2003752960816288122)  2025-12-24T09:01Z [---] followers, [--] engagements


"@alojoh @ar_doc Happy to know in Germany we have a very honest government and robust inflation statistics"  
[X Link](https://x.com/nymbusjp/status/2003790371181211799)  2025-12-24T11:30Z [---] followers, [--] engagements


"@alojoh @BillAckman There is on killer argument: let the illegals and dead vote so the dems can win. That's the argument"  
[X Link](https://x.com/nymbusjp/status/2004995259437383734)  2025-12-27T19:18Z [---] followers, [--] engagements


"@hereforthetesla @teslaxander Retrospectively yes. But a lot has changed for the worse in Germany over the last five years. Things were significantly better when Elon made this decision"  
[X Link](https://x.com/nymbusjp/status/2005514822390301150)  2025-12-29T05:42Z [---] followers, [--] engagements


"@BowesChay She is smiling as she tells this story. Pure evil"  
[X Link](https://x.com/nymbusjp/status/2005572028418740390)  2025-12-29T09:30Z [---] followers, [----] engagements


"@mikepat711 @Tesla_AI Jeff Bezos is partying with his bimbo. Elon Musk is working"  
[X Link](https://x.com/nymbusjp/status/2006306126971707883)  2025-12-31T10:07Z [---] followers, [--] engagements


"@JOBhakdi For what it's worth all technical indicators indicate it is now strongly oversold"  
[X Link](https://x.com/nymbusjp/status/2006333849148727451)  2025-12-31T11:57Z [---] followers, [---] engagements


"@xiaopenghexpeng @grok is XPENG cash flow positive"  
[X Link](https://x.com/nymbusjp/status/2006704308184822250)  2026-01-01T12:29Z [---] followers, [---] engagements


"@grok @xiaopenghexpeng In a nutshell there are almost burning $1B per year. Chinese banks and the government have deep pockets to subsidize them"  
[X Link](https://x.com/nymbusjp/status/2006705487740547583)  2026-01-01T12:34Z [---] followers, [---] engagements


"For cancer it is actually the opposite. Cancer cells rely heavily on fermentation (specifically converting glucose to lactate even when oxygen is available) for energy rather than efficient mitochondrial respiration like healthy cells. To "starve" cancer cells Professor Thomas Seyfried advocates ketogenic diets (high-fat very low-carb) combined with therapies targeting glutamine (another fuel for some cancers). This lowers blood glucose induces ketosis (where the body burns fat/ketones) and creates an unfavorable environment for cancer cells while normal cells adapt fine. This ketogenic diet"  
[X Link](https://x.com/nymbusjp/status/2007410764714320258)  2026-01-03T11:16Z [---] followers, [----] engagements


"@merkle_eric @GerberKawasaki For now their government stays in control. They just grabbed Maduro he was obviously betrayed by his military. Anyway by the time it turns out as a disaster the media will have forgotten about it and the US will be onto the next crusade"  
[X Link](https://x.com/nymbusjp/status/2007490916890915308)  2026-01-03T16:35Z [---] followers, [--] engagements


"China is a great nuclear power. The US is also a great nuclear power. A direct confrontation is impossible like between the US and Russia. Therefore when two such great powers have a conflict the side which can afford to back down has to back down. China considers Taiwan as a core national interest it will never back down. Taiwan is not a core national interest for the US. It has to and will back down. Same playbook as in Ukraine: Russia will never back down. It is existential. NATO will back down because it is not existential for the US. The US has already cut all funds and arms delivery to"  
[X Link](https://x.com/nymbusjp/status/2007513491909873791)  2026-01-03T18:04Z [---] followers, [---] engagements


"@JOBhakdi definitely. but that's rally pathetic. we're really pathetic"  
[X Link](https://x.com/nymbusjp/status/2007539664132194510)  2026-01-03T19:48Z [---] followers, [--] engagements


"@pbeisel My guess: [------] My rational: you don't build a Cybercab factory to produce less than this in [--] months What's yours"  
[X Link](https://x.com/nymbusjp/status/2007573936834330989)  2026-01-03T22:05Z [---] followers, [----] engagements


"My guess is it's already good enough. Compare the shit Waymo is doing everywhere vs Tesla. Waymo has [---] incidents in [----] vs [--] for Tesla according to the city of Austin. Of course the data is not perfect (it does not say who is at fault etc.). Waymo has more vehicles (200 vs [--] for Tesla) but the difference is too big to be explained by that. It's already good enough but what's the point of rushing it when something 10x better is around the corner https://www.austintexas.gov/page/autonomous-vehicles https://www.austintexas.gov/page/autonomous-vehicles"  
[X Link](https://x.com/nymbusjp/status/2008649866948530245)  2026-01-06T21:20Z [---] followers, [--] engagements


"Several things can be true simultaneously: - she should have complied - she took a risk by not complying - she did not try to run over the officer as can be seen on the video as she is steering away from him - the officer thought he was in danger and shot her She made the worst decision. And the officer did not need to shoot her as we can see she was steering away from him when he shot her but it is easy to say looking at the video frame by frame now the dude did not have that luxury and had to make a decision in the heat of the moment. Don't be an idiot. Comply with law enforcement. Not"  
[X Link](https://x.com/nymbusjp/status/2009019664068997402)  2026-01-07T21:49Z [---] followers, [---] engagements


"Considering the many failures of the Trump administration RFK's work stands out as the most successful achievement of this administration. RFK is a good man and he is getting things done. RFK Jr: The idea that a cheap meal made of processed food is cheap is an illusion because youre paying for it on the back end. Youre paying for it with diabetes with obesity with illness. If you internalize that cost of the meal it would be a tiny fraction of the https://t.co/e9vslaVcDT RFK Jr: The idea that a cheap meal made of processed food is cheap is an illusion because youre paying for it on the back"  
[X Link](https://x.com/nymbusjp/status/2009166845631451176)  2026-01-08T07:34Z [---] followers, [--] engagements


"Yes this is the key idea. The rest is implementation and how to get it done mathematically with gradient descent (it translates into more partial derivatives of the cost function with respect to the weights more "Jacobians" pushing the state vector faster where you want to go). https://twitter.com/i/web/status/2009519327590928659 https://twitter.com/i/web/status/2009519327590928659"  
[X Link](https://x.com/nymbusjp/status/2009519327590928659)  2026-01-09T06:55Z [---] followers, [--] engagements


"If the Iranian people want to change their political system they are welcome to and they do not need CIA support to get this done. I have nothing to say about that. And I also do not want to interfere. Relying on US interference for regime change is a recipe for disaster. Ask Ukraine how it worked out for them. Or Libya. Or Iraq. Or Afghanistan. Or Syria. And the list goes on and on. you're from the area you know better than me. Only misery and chaos. I wish the best to you and to your country. I would hate to see Iran go down the path of darkness and oblivion. PS: Using "trust" and "US" in"  
[X Link](https://x.com/nymbusjp/status/2009708035443159469)  2026-01-09T19:25Z [----] followers, [--] engagements


"Under the Shah Amnesty International and opponents estimated [-----------] political prisoners at peaks in the 1970s though some claims appear inflated. The Shah himself stated around [----] in [----]. Under the current Islamic Republic human rights monitors generally estimate several hundred to low thousands known active cases of prisoners of conscience or politically motivated detainees as of late 2025/early [----] with broader arbitrary detentions potentially higher amid ongoing repression. The current regime is not angelic but I would not trust this guy either. Mr. President this is an urgent and"  
[X Link](https://x.com/nymbusjp/status/2009979490152153099)  2026-01-10T13:23Z [----] followers, [---] engagements


"@mitchdeg I think XPeng will catch up within [--] years"  
[X Link](https://x.com/nymbusjp/status/2010276450268766564)  2026-01-11T09:03Z [----] followers, [---] engagements


"@mitchdeg So true therefore I am not worried. I just wanted to point out XPeng as a very capable company and probably the second one after Tesla to crack FSD"  
[X Link](https://x.com/nymbusjp/status/2010281869485678950)  2026-01-11T09:25Z [----] followers, [--] engagements


"Mixing religion and politics ends badly. The UAE shows how Islam can be compatible with a free society that respects all beliefs. May Iran find that path again as it had once under Prime Minister Mohammad Mosaddegh before the US toppled this democracy and installed a brutal authoritarian regime instead. https://twitter.com/i/web/status/2010315917087924298 https://twitter.com/i/web/status/2010315917087924298"  
[X Link](https://x.com/nymbusjp/status/2010315917087924298)  2026-01-11T11:40Z [----] followers, [---] engagements


"@AlternateJones You must have meant Dwight D. Eisenhower a Republican US president who started the mess when the CIA and MI6 overthrew Prime Minister Mohammad Mosaddegh to install the authoritarian rule of the Shah"  
[X Link](https://x.com/nymbusjp/status/2010329500291142000)  2026-01-11T12:34Z [----] followers, [--] engagements

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