Fungolfer

Golfer & Invester

[TESLARATI @Teslarati]

🚨 Critical alert in New Jersey: Tesla is reaching out to owners in the state to push back against S. 1677 / A. 3968, which could make autonomous vehicles essentially illegal in the state.

"Proposed legislation moving through Trenton right now would impose restrictions so severe that true driverless deployment would remain illegal. Your voice is critical to ensure New Jersey remains at the forefront of transportation innovation."

Autonomy could have saved the nearly 600 people who died on the roads in New Jersey last year. Don't let these pieces of legislation advance further.

[Muskonomy @muskonomy]

NEWS: Joe Lonsdale, co-founder of Palantir Technologies, has a simple rule for investors. "Everyone who's long America should be long SpaceX."

He says even at this valuation, the stock will look cheap in 5 to 10 years.

[Sawyer Merritt @SawyerMerritt]

Robert Marks on @Tesla FSD (Supervised) after buying a Model Y:

"Its self-driving is the most impressively engineered consumer product since the smartphone. I say this as a practicing electrical and computer engineering professor with decades of experience in algorithms and artificial intelligence.

Among others, I’ve showed off my Tesla to a control theory professor, a retired Marine fighter pilot, and a retired police officer. All were agog.

Whether Tesla ultimately dominates the future of transportation or merely helps ignite it, one thing is clear: the automobile is being reinvented before our eyes. For those like me who grew up thinking of cars as engines, gears, and gas tanks, stepping into a Tesla feels less like buying a new car and more like getting a glimpse of tomorrow."

Full article: https://t.co/ZMF9QJcd45

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: ELON MUSK CONSIDERS MERGING $TSLA AND SPACEX AFTER IPO, per CNBC 👀

It’s happening !

[Elon Musk @elonmusk]

@PeterDiamandis SpaceX had achieved nothing of note after 3 years and was written off as dead after 6 years with 3 consecutive launch failures.

But you may have noticed that things are different now.

[Elon Musk @elonmusk]

What you say is true, but nonetheless our AI will be great. Whether it is the best remains to be seen, but I will never give up. Never.

Space(XAI) is only 3 years old. That’s half the age of Anthropic and quarter the age of OpenAI.

Let’s see where things stand 3 years from now.

[Teslaconomics @Teslaconomics]

SpaceX IPO demand could be one of the craziest setups we've ever seen... this is why I'm thinking $2T could be the floor. I do expect a lot of volatility though. This setup is historic... if you see what I see. This is the first time people on Earth can get a piece of THE company that is leading space, ai, and robotics.

1/ Extreme Oversubscription
• This IPO is expected to be 10-20x+ oversubscribed
• ~30% retail allocation + institutional frenzy is going to bring massive day-1 buying pressure

2/ Mega-Institutions will also buy
• BlackRock in talks for $5B–$10B buy
• Other giant asset managers & sovereign funds circling
• Could cover huge chunk of the $75B raise instantly

3/ Ron Baron the GOAT also buying
• Already holds ~$15B in SpaceX
• Wants another $1B at IPO price
• Long-term target: $10T–$30T (could be much higher...)

4/ Forced Index/ETF Buying
• Nasdaq-100 inclusion possible in as little as 15 days
• Index funds & ETFs forced to buy ~$7B quickly
• Pure passive demand with almost zero selling pressure

5/ Fundamentals
• Starlink is profitable and is a cash-flow machine for the company
• Starship: the rocket that is going to take us to the Moon, Mars, and put Starlink on hyperdrive
• NASA/DoD: $ multi-billion backlog
• xAI synergy + space economy tailwinds

Everyone better strap up... 🚀

[Teslaconomics @Teslaconomics]

The greatest entrepreneur of our time, his name is Elon Musk

[Ray @ray4tesla]

It happened to me a few months ago that I couldn’t see traffic lights and traffic ahead due to dense clouds. Yet FSD visualization was correctly displayed and self driving wasn’t impacted at all.

[Elon Musk @elonmusk]

The human-perceived RGB is image 1 and the Tesla AI photon count reconstruction is image 2.

This is why Tesla FSD can see so well at night or through extreme glare.

[Right Pulse News @RightPulseNewss]

It's just been exposed that Chuck Schumer and Democrats in Congress are demanding free health insurance for illegal aliens, half a billion dollars for NPR, and a $1.5 trillion spending increase in exchange for averting a government shutdown.

What's your reaction?

[Dan Musk @danmusk]

"솔직히 누가 일론을 싫어할 수 있는지 정말 이해가 안 가요

4호기 발사 전날 밤, 그는 스페이스X와 테슬라 모두 파산 직전에 놓인 상황에서 발생한 사고들의 스트레스로 위궤양에 시달리며 토하고 있었어요

99.9999%의 사람들이라면 포기했을 텐데, 그는 어쨌든 발사를 강행했죠. 그게 바로 용기예요.

그리고 로켓은 궤도에 진입했어요.

이제 그 회사는 역사상 최대 규모의 기업공개(IPO)를 앞두고 있습니다.

정말 가장 감동적인 이야기 중 하나입니다"

[Jon Erlichman @JonErlichman]

Expected profit growth in next 5 years:

Tesla: +540%
DoorDash: +518%
Palantir: +468%
Cloudflare: +372%
Reddit: +316%
Roku: +275%
Oracle: +238%
MercadoLibre: +229%
Coinbase: +183%
Shopify: +180%
Nu: +178%
Amazon: +156%
Uber: +140%
Spotify: +120%
Netflix: +117%

(avg analyst est)

[Fungolfer @Fungolfer2]

@HenryFrank02 💯

[Daiken @ZenDaiken]

래리 핑크같은 월가의 거인들도 트럼프의 시나리오에 배팅하는듯하다. 과연 그들이 트럼프를 정치적으로 지지 해서 그럴까..? 그저 시대의 사이클에 올라탔을 뿐이다.

그러나 대다수의 대중은 트럼프라 하면 좌우의 렌즈를 끼고 추종하거나 폄하할 뿐이다. 뭐 더이상 내 알바 아니고..

판은 정해졌고 장기적으로 유가는 붕괴한다. 이 뻔한 혼란을 어떻게 분석해야 하나.. 뻔하지만 긴 얘기다.

[Teslaconomics @Teslaconomics]

Many wouldn’t believe me if I told them today that Tesla has a real shot to own the autonomous last-mile cargo delivery market. No other company has the product line up that combines autonomy, manufacturing scale, energy advantages, and robotics like Tesla does.

[X Freeze @XFreeze]

Jensen Huang just told the story of how Elon Musk became NVIDIA’s very first customer for their powerful AI supercomputer - when literally nobody else in the world wanted it

“When I announced this thing, nobody wanted to buy it. Not one purchase order

Except for Elon
He was at the 2015 event. Told me his company could really use it

I got excited… until he said it was a non-profit company

All the blood drained out of my face

In 2016, I personally boxed it up and delivered the first one to a tiny room in San Francisco

It was OpenAI
Just a handful of researchers - Pieter Abbeel, Ilya Sutskever, and the team were all there”

Elon backed AI when almost no one else believed

[SMX 🇺🇸 @iam_smx]

"I would never bet against Elon Musk"

-Peter Thiel

[Dustin @r0ck3t23]

Elon Musk isn’t automating jobs. He’s deleting companies.

Project Macrohard. Painted on a roof in letters visible from space. Musk calls it the most important thing xAI will build.

Musk: “We aren’t just automating tasks. We are automating the corporation.”

The insight is surgical: if what you produce is digital, you don’t need to exist.

Musk: “It should be possible to completely emulate any company where the output is digital.”

The world’s most powerful corporations produce nothing physical. Google doesn’t make objects. Meta doesn’t manufacture. Microsoft ships bits, not atoms.

If your product is information, your company is just organized thinking. And thinking can be replicated perfectly at zero cost.

Musk: “Their output is digital. So they don’t actually make hardware.”

That’s the vulnerability. Every company that doesn’t touch physical reality is just expensive middleware between a problem and a solution.

Project Macrohard removes the middleware.

No employees. No politics. No overhead. Just function. Pure output at near-zero marginal cost, 24/7, forever.

This isn’t about making companies more efficient. It’s about making them unnecessary.

The Fortune 500 spent a century optimizing competition against other humans. They have zero defense against entities that don’t sleep, strike, or resign.

The largest corporations on Earth are just legacy architecture waiting to be compressed into executable code that does it better, faster, and free.