Poly1

🇺🇸 🇬🇷

[Tesla Semi @tesla_semi]

Hello Windy City

Chicago’s first 50 Semis en route for delivery

[Elon Musk @elonmusk]

In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027

[Elon Musk @elonmusk]

This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?

[UP @UnpluggedTesla]

An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands.
We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn.
Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built.
We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond.
Worth a conversation?

[Nick Huber @sweatystartup]

Tesla is discontinuing its only safe vehicle.

I wouldn’t be caught dead in a Y or YL or any other Tesla sedan.

The risk on the road is not that I’m going to run off the road or hit somebody.

It’s that a texting driver of a full size truck of SUV hits me in my driver side door and their bumper hits my or my family members face.

Physics rules the road.

Weight + height = more likely to survive a multi car accident.

Crash test ratings are a scam.

[Elon Musk @elonmusk]

Chappelle is just not funny anymore

[The Cybertruck Guy @cybrtrkguy]

@elonmusk @WR4NYGov Why not make Cybertruck better? Make it autonomous, too.

Trucks are the backbone of productive America. 3 of the 4 top selling vehicles in the US this year were pickups.

Why not press pause on the line, and pick it up after Cybercab scales? 15 month hiatus.

[Elon Musk @elonmusk]

There are efficiency improvements coming that will allow for a 40kWh Cybercab pack. We will make this in liquid silver, so the colors are not too monotonous.

The biggest thing most people fail to understand is that there are a very limited number of smart, dedicated people! They can only do so many things.

If we have to maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people or factory space and machinery for scaling Cybercab, which is the vehicle that will PROFOUNDLY transform the world of terrestrial transport!

[stark0xbt @stark0xbt]

Gavin Baker: “The Magnificent 7 will go from $10-12 trillion to $50-100 trillion. But one or two of them will go extinct.”

His foundation-model survival list is short:

Google — search-plus-Gemini flywheel
Meta — Llama + ad-revenue self-funding
xAI — X + Tesla data footprint

Anthropic, OpenAI, everyone else — Baker treats them as commoditized.

His FOMO warning: “Application SaaS is done. If you went all-in on crypto and SaaS in 2021, don’t repeat the trade.”

On AGI: “Elon says 3 years. I say 5 is safer.”

On regulation: “The leading labs weaponized fear of China. There’s going to be no regulation.”

The math he keeps quoting: $12T → $100T is 8x. But 1-2 die means winners take 30-40% of the total, not 14%.

Baker’s frame: no regulation + AGI in 5 years + Mag 7 8x = biggest enterprise-value transfer in market history is happening right now.

[Cybertruck @cybertruck]

Armored personnel carrier from the future

[Elon Musk @elonmusk]

In the past I voted Democrat, because they were (mostly) the kindness party.

But they have become the party of division & hate, so I can no longer support them and will vote Republican.

Now, watch their dirty tricks campaign against me unfold … 🍿

[Elon Musk @elonmusk]

My biggest concern is that if there is a clean sweep by Democrats of the House, Senate and Presidency in 2028, they will:

1. Make DC and Puerto Rico states to gain a strong majority in the Senate.

2. Open the borders and legalize everyone living in America illegally to cement a permanent majority.

3. Increase the size of the Supreme Court to gain an immediate majority.

This would result in America becoming a permanent one-party state and the end of democracy in any meaningful sense of the word.

All that is needed to ensure this doesn’t happen is 51 Republican senators in 2029. That is why you should vote for Republican senators this election. Other reasons are irrelevant compared to this one.

[Chief Nerd @TheChiefNerd]

98-Year-Old Man Buys His First Self-Driving Tesla Model Y And Is Blown Away

“I've been driving it probably 2-3 months, and it's not made an error in its driving. In fact, the other day it stopped - a chipmunk was crossing the road, and there was no other traffic, and it did not run over the chipmunk … For somebody that's 98-years-old, this is a real treat.”

[Matteo Salvini @matteosalvinimi]

Very positive and constructive conversation with @elonmusk today.

Italy is looking with great interest at the opportunities offered by assisted driving technologies, with a focus on innovation and road safety, and supports a swift EU approval of Tesla Assisted Driving.

Thanks for the exchange, Elon!

[@jason @Jason]

All this hand-wringing over capex from Facebook, Microsoft, Google and other new entrants is unnecessary.

When products are this good and improving this fast, we won't overbuild; if anything, we'll be constrained by physics and regulation.

And these machines will last a decade, as software gets relentlessly more efficient and we find creative uses for older clusters.

Earnings will be absurd in the next five years, as companies like Microsoft, Uber, Tesla, Robinhood, and Meta have revenue per employee DOUBLE every 3-4 years.

Pay attention to revenue and earnings per employee.

[Elon Musk @elonmusk]

@C_3C_3 I’m trying

[Elon Musk @elonmusk]

@WR4NYGov By the way, Tesla ramping up Megapack production rapidly to meet increasing demand

[Elon Musk @elonmusk]

@WR4NYGov Seriously, we made absurdly grandiose statements!

[Tesla @Tesla]

Q3 2026 Earnings Call https://t.co/OHCTNvqSqK

[Tesla Semi @tesla_semi]

New Megacharger sites between Atlanta & Savannah now online

Many more Southeast sites coming soon