"I stand by my prediction that long term that Tesla will be the most valuable company in the world, actually pretty confident that will be the case. "
Elon Musk – Twitter Space
23 Dec 2022
Mike Brown shares a simple but powerful definition of winning in life.
"Even if you don't have the quote unquote ultimate success that you think you deserve - if you get knocked down in life and you're able to get back up and keep fighting - that's a fricking win."
"Most of our guys have probably had to go through that. But I think most people in the world have to go through it."
Success isn't always the result - sometimes it's just refusing to stay down.
It's choosing to endure, get back up, and keep fighting.
Successful people are relentless.
(🎥SNY )
Remember a couple weeks ago when everyone was saying a 100x price/sales was crazy for SpaceX and all of a sudden it’s like 39x? Shows how dumb that type of analysis is 😅
As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale.
We are in discussions with other companies to do the same.
Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.
Tesla just ran the same playbook it ran in 2018.
The market is making the same mistake.
$25B+ capex raise. Negative FCF for rest of 2026. 3.5M HW3 cars disqualified from the robotaxi fleet.
Stock down 2.8% pre-market and holding.
Thread.
First (supervised) FSD approval in Europe!
Congratulations to the Tesla team and thank you to the regulatory authorities in the Netherlands for all the hard work required to make this happen.
We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models.
TERAFAB: the next step to becoming a galactic civilization
Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof.
To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year.
This requires massive scale.
– Capability to launch millions of tons of mass into orbit
– Solar-powered AI satellites
– Millions of @Tesla_Optimus robots to help build it out
All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites.
That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth).
We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars
https://t.co/tHumlppgMm
$TSLA
So, my dad had the FSD trial for a month.
He loved it. Could not stop talking about it.
Trial ended 2 weeks ago and I asked him if I should upgrade his account for the $100/month.
My dad…being my dad…said no because $100 is not worth it.
Now, I pay the $100 on my Tesla because I know it’s worth it. My dad drives 10x more than me so I knew he knew it was worth it, but I gave him a week to go back to driving normal.
Few nights ago he called me and told me to upgrade the software because he can’t go back to driving 😂
FSD is the future. Best real world use case of AI. Just needs to penetrate more markets but man if they can get my dad to pay $100/month, they can get anyone to pay it.
Robotaxi rides without any safety monitors are now publicly available in Austin.
Starting with a few unsupervised vehicles mixed in with the broader robotaxi fleet with safety monitors, and the ratio will increase over time.