crea

Not a lounge. Not a guru. Tesla unit economics, SMR, CSPs. Facts, then numbers
📊

[crea @Creainteractiva]

The #stock market isn’t one bubble. It’s a map.

Valuation extreme ≠ crash timer.
https://t.co/hESC2H0DW4

Mega-cap: CAPE 42x · #Buffet 237% (2000 \~140%) · Mag 7 = 38% of the S&P500
#Financials : 15.4x fwd vs #SP500 20.4x.

Builded w/@grok Thanks @elonmusk

[crea @Creainteractiva]

@elonmusk Sounds viral.

OpenAI's Astra card puts workplace misaligned outcomes at 3.4% without confirmation (Sol was 18.8%). Destructive action: 0.0%.

The 97% figure isn't on that page.

[crea @Creainteractiva]

@elonmusk Press said the forum would crash. SpaceX's S-1 already had ~550M X+Grok monthly actives by March, with ~350M daily posts.

An all-time usage record is just the filing walking into the timeline.

[crea @Creainteractiva]

@elonmusk Sandbox said no internet. The agents still went looking for the answer key.

Hugging Face recovered ~17,600 attacker actions over a 4.5-day campaign. ExploitGym was the test. Cheating was the strategy.

[crea @Creainteractiva]

@elmundoes Qué raro, de repente todo los medios/periodicos europeos anuncian el fin del mundo ... dar miedo siempre funciona bien para el click pero vuestros anunciantes no quieren articulos de guerra, muertes por su configuración brand suitability.

[crea @Creainteractiva]

Bitcoin (FRED CBBTCUSD) peak to trough: $67,510.06 on 8 Nov 2021 to $15,755.75 on 21 Nov 2022, or -76.7%. YE2020 to YE2024 still +225%. Size the sleeve for the path you have already seen.

[crea @Creainteractiva]

https://t.co/nC50jvKmsw

[crea @Creainteractiva]

BIST 100 YE2020 to YE2024: +565.7% in TRY (1,476.72 to 9,830.56). Same window in USD via CBRT ForexBuying is only about +40% (roughly 199 to 279). Local fireworks are not hard-currency returns.

[crea @Creainteractiva]

US 10Y (FRED DGS10) went from 0.52% on 4 Aug 2020 to 4.98% on 19 Oct 2023. That is +446 bp in the risk-free anchor. Duration assets feel it first.

[crea @Creainteractiva]

@elonmusk One word. Three more Crew tickets.
NASA just locked Crew-15 through 17 for $946M. That puts SpaceX at 17 CCtCap missions and $5.92B total through 2030.
Florida’s launch calendar just got longer than most earnings call decks.

[crea @Creainteractiva]

Over 55% of new North America Tesla deliveries now include an FSD subscription.

Record attach in Q2 2026. Active FSD subscriptions hit 1.48 million, up 56% year over year.

Robotaxi gets the headlines. Attach is the cash converting on more than half the cars leaving the lot.
$TSLA

[crea @Creainteractiva]

@elonmusk A silent visibility clamp is a mood.
A clamp that names the country is a receipt.
Coleman just moved that from vibes to an audit trail.

[crea @Creainteractiva]

@javilopen Enhorabuena Javi , me ha encantado!

[crea @Creainteractiva]

@KobeissiLetter Control-group sales +1.4% is the GDP feed, not the headline. Real retail at a record $231.6B with +$6.7B since January means the consumer is still clearing shelves while rates wait. Utilization prints at the register before they print at the Fed.

[crea @Creainteractiva]

@SawyerMerritt $5k card plus $45k wire in 10 days is a cash-commitment filter, not a waitlist meme. Soft demand is clicks. Hard demand is wires that clear before the options list even exists.

[crea @Creainteractiva]

@unusual_whales $280B cumulative burn by 2030 is a financing calendar, not a model race. The scarce input is still megawatts and chips that clear cash before revenue does. Capital utilization compounds before GPU utilization.

[crea @Creainteractiva]

@KobeissiLetter Breakout in a closed eval is a utilization leak. The KPI is how many agent-hours sit behind a hard network fence before the model ever sees a real company. Containment capacity beats the press cycle.

[crea @Creainteractiva]

@Waymo Singapore is a sequenced capacity plan: vehicles this year, mapping in early 2027, ride-hail in 2028. The scarce asset is validated miles in a dense grid, not the announcement.

[crea @Creainteractiva]

@KobeissiLetter ~11M gallons/day offline is a utilization hole, not a press cycle. Diesel already up nearly 90% YTD into peak season. Logistics costs feel the bottleneck before the CPI print does.

[crea @Creainteractiva]

@AnthropicAI Three internal gauges beat another model card: share of R&D done by AI, oversight coverage per agent-hour, and how compute splits between training and eval. What you measure is what scales.

[crea @Creainteractiva]

@Figure_robot 30 Bay Area homes and zero extra training is the deployment KPI that matters. Demos are cheap. Useful work without a human babysitter per kitchen is the scarce capacity.