🤖🧠👀 AI 4 Everman

May The Force Be With You $TSLA since Mar’13! 🚀

[🤖🧠👀 AI 4 Everman @Everman]

I still remember when I sat in ULA headquarters and their lead mechanical engineer explained to us that reusability was in fact impossible, or more precisely, that the amount of extra fuel and equipment would render net payload reduced to zero.

Impossible is a funny word. $TSLA https://t.co/i6Hkx7oyyN

[SpaceX @SpaceX]

Falcon 9 Block 5 first stage has landed on the Of Course I Still Love You droneship.

[BORED @BoredElonMusk]

See what’s happening here?
This is why trust in media cratered.

[Elon Musk @elonmusk]

Correct.

Using Starlink, a civilian commercial service, for offensive drone strikes to kill people has never been allowed, nor should it be.

Starshield, a different system, is controlled by the US government. What they decide to do is up to them.

Ukraine military violated Starlink terms of service and used it for offensive drone strikes to kill people. That loophole was closed last week.

Starlink remains critical to the defense of Ukraine, as it is the only system that cannot be jammed or blown up, at least for now. Were Starlink to be turned off, the Ukrainian front line would collapse immediately. This is NOT a threat, it is simply a statement of fact.

Starlink was also crucial to preventing Russia from overrunning Ukraine in the early days of the war, as all other means of communication were destroyed or jammed by Russia.

SpaceX has done more to defend Ukraine than any private company on Earth BY FAR.

That said, I have nothing but UTTER CONTEMPT for the virtue-signaling evil warmongers who push for endless slaughter and offer no realistic solution to the conflict. May you burn in hell.

End of story.

[⚡️Dezmond Oliver⚡️ @dezmondOliver]

A coworker of mine who once called Elon a Nazi finally said he scheduled to test drive a Model Y yesterday after he learned that I own 2 of them and we talked for an hour about how much I love them and how good FSD is. I asked him how the demo drive went and he told me he cancelled it because he saw on the news how teslas have been hitting people and crashing into trees and houses and that he doesn’t trust that kind of technology. Unreal how fragile people are and how blindly they just believe legacy media.

[🤖🧠👀 AI 4 Everman @Everman]

@EmilianoLausell @DillonLoomis @Benny44864744 Clearly and disappointingly obvious.

[🤖🧠👀 AI 4 Everman @Everman]

@log4j What size cluster are you targeting and which model will be your most advanced reasoning running on that cluster?

[JC Christopher @JCChristopher]

It's been over 12 years since my mother passed away from cancer. She was the best Mom in the world anyone could ever have. We never had much, but she focused every ounce of her being on making me never realize it. And I never once even question whether I was loved, she smothered me with that.

Anyway, nothing special about today. It's not her birthday. This isn't the day she passed. A memory of her just came flooding into my mind, and I wanted to post about her.

Maybe that's the true measure of a man or woman's life. When they think about you, do they stop everything else they are doing, and make a post about just how amazing you were and how much they love you.

[🤖🧠👀 AI 4 Everman @Everman]

@MarkMadDogDavis lol

[🤖🧠👀 AI 4 Everman @Everman]

@Tesla_Dawg @strengthPlan lol

[🤖🧠👀 AI 4 Everman @Everman]

Gotta love the advertising.

[Dan from Spotted Model: Cars & Tech @spotted_model]

Talk about living in your own bubble. Seeing fewerTeslas is literally impossible.

[Whole Mars Catalog @wholemars]

Probably nothing

[🤖🧠👀 AI 4 Everman @Everman]

@na_option Don’t even have to factor in inflation.
Return is 0.24% over five years as of Friday.

[🤖🧠👀 AI 4 Everman @Everman]

@TSLAFanMtl @BLSmith2112 Genius.

Disappointed in myself for not seeing it.
I believed the “next year” every year.

[🤖🧠👀 AI 4 Everman @Everman]

@TSLAFanMtl All of this is true.

How does 50% dilution sound for your trouble?
And half the AI opportunity that we could have had.

😔 $TSLA

[🤖🧠👀 AI 4 Everman @Everman]

All of this is true.

How does 50% dilution sound for your trouble?
And half the AI opportunity that we could have had.

😔 $TSLA

[James Cat @TSLAFanMtl]

I've been asked why I'm more optimistic on $TSLA lately.

1. The core business has stabilized and will be returning to growth.

- Automotive GM pushing past 20%.
- Volume is expanding.
- Semi will print cash.
- Energy storage demand will remain high due in our new AI world.
- Newly profitable service business, with more cars off warranty in the fleet, and more parts/service being sold at high gross margins.

2. FSD & Robotaxi.

- FSD has become a brand differentiator and demand driver.
- FSD will keep contributing more high-margin revenue as the fleet keeps growing and as FSD penetration increases.
- Robotaxi opportunity has a much higher probability of success (for me) than it did in the past. This is in part bc I am impressed with FSD itself, and in part because Tesla is actually offering driverless rides, now, in front of our eyes - across multiple cities.

3. Ancillary projects are just starting to ramp and will have an impact.

- Lithium refinery - will help drive down costs for Tesla's in-house battery manufacturing.
- 4680 battery manufacturing with DBE mass production for both anode and cathode. This will help drive costs down for Semi.
- LFP battery manufacturing. Reduce the need to import from China under tariff/lower costs.

These things are in the early phase of their respective ramps. These will contribute to driving Tesla's costs down in their core auto and energy segments, supporting higher profitability.

4. Humanoid Robot

- Production timeline is going faster than I expected (I realize most people think it's late - I had even lower expectations).
- Fundamentally, I have a higher degree of confidence in this thing actually happening, now, than I have had over the past few years. And since the opportunity is so huge, it must be factored in.

[🤖🧠👀 AI 4 Everman @Everman]

Profitable service business.

2007-2019 Elon would be so proud.

$TSLA 😔

Gotta get it from somewhere I suppose.

[🤖🧠👀 AI 4 Everman @Everman]

@mikesheley It’s been next year since 2019.

That’s less of a problem.

The main problem is we won’t be an independent company next year.

Dilution instead.

[🤖🧠👀 AI 4 Everman @Everman]

$TSLA up 0.24% on the 5yr!

[Mike Sheley @mikesheley]

@Everman Just wait till 2027. It's only a year away just like last year!

[🤖🧠👀 AI 4 Everman @Everman]

@korynko121 OOF!

[🤖🧠👀 AI 4 Everman @Everman]

@mikepat711 I’m with you.

The waiting was frustrating as we missed every timeline target set for our growth drivers, but we did it. Cheering on the company anyway.

But now we are on a clock.

Doesn’t seem we will achieve earnings growth as an independent company.

Dilution instead.

[🤖🧠👀 AI 4 Everman @Everman]

@wholemars 😅👏