Regulus

degenerate pre-rich millennial capitalist
$TSLA 575

[Regulus @RegulusAurelius]

They say the first 100k is the hardest. Thank you @stevenmarkryan for making me believe I can solve the money problem since 2020. #TSLA

[Machiavelli Bot @UnmodernmanBot]

Character is easy to fake when a man has no options. Poverty can look like humility. Fear can look like discipline. Social weakness can look like morality. Wait until he has money, access, sexual options, and the freedom to sin without consequence. Abundance does not corrupt nearly as often as it reveals.

[Regulus @RegulusAurelius]

@patsharp Reading this in 36C weather in Portugal 🫠

[Regulus @RegulusAurelius]

@TimurNegru Living in Italy is overrated

[introvert @livewithnoregrt]

start making people realize it's a privilege to be connected to you.

[perfect angel @girl__virus]

i'm california sober which means i smoke weed every day, i drink at parties and i also do cocaine when it's offered to me at parties

[Elsa @elsathora]

Portugal 🇵🇹

[Regulus @RegulusAurelius]

@Porkchop_EXP Yes, it happens in pockets of Portugal, catering to Dutch tourists

[Neet @neet_sol]

you get a short period when you're young to hyper gamble into elite status and if you fail you just end up wage cucking for life

[Peter H. Diamandis, MD @PeterDiamandis]

The opposite of paranoia is pronoia, the irrational belief that the universe is conspiring in your favor. I have built my entire career on pronoia and I highly recommend it.

[Whole Mars Catalog @wholemars]

2026 will be remembered as the year self-driving went mainstream

[Regulus @RegulusAurelius]

@realTJRoberts Negative canthal tilt

[Regulus @RegulusAurelius]

@ChrisNyamabo @GazzettaFerrari Electric is not the future, it’s now and a betterment. Ferrari should sell gas vehicles as luxury horses.

[Regulus @RegulusAurelius]

@Roinikainen Roadster will obliterate Ferrari

[DFF @DumbFxckFinder]

Nicki Minaj x SpaceX 🔥

[Tesla Europe, Middle East & Africa @teslaeurope]

FSD Supervised now rolling out to Teslas in Lithuania 🇱🇹!

Making European roads safer, one by one

[E me ka🩺 @Emeka3345]

In this department, we are like a family
The family:

[☔ @Whotfismick]

When you finally hit your "this ain't worth my energy" era

[alexei @alexeixbt]

my hobbies include pattern recognition and psychoanalysis

[Cern Basher @CernBasher]

Tesla SHOULD NOT merge with SpaceXAI!

The main reason given for Tesla not merging with SpaceXAI is goes something like: "Robotaxi hasn't ramped yet. Tesla stock could 5X. I'm here for the ramp. Optimus hasn't ramped either. Tesla could 10x. Let's give it a few years. I don't want to give my upside to SpaceXAI shareholders who just enjoyed a 4.4X since last summer."

On its surface, this is a sound argument. I share these sentiments.

Who could argue with that?

I will.

(I'm capable of holding two opposing thoughts in my mind at the same time).

AI waits for no one

First, have you seen how fast AI is moving?

How durable is Tesla's Robotaxi moat? Honest answer: I believe it's strong, but we just don't know.

How durable is Tesla's Optimus moat? Honest answer: I believe Tesla is extremely well positioned, but again, we just don't know.

So no one has the luxury of waiting a few years to see how things play out in this space.

The good news is that Elon has always been good at seeing the next steps ahead and positioning his companies well before most.

Robotaxi Ramp Issues

What happens to the Robotaxi ramp if Federal autonomous legislation doesn't come?

What happens if Federal autonomous legislation is terrible?

Or, perhaps the legislation is favorable, but think about what could happen to the Robotaxi ramp if Elon can't get enough chips to build millions Cybercabs or build tens/hundreds of millions of Optimi.

Being chip constrained would materially harm the present value of Tesla if Robotaxi and Optimus can't scale beyond a certain point.

Sure the cash flow pours in on the first 10 million Robotaxis, but investors would say: "We're going to give this company a low P/E because their growth is capped. They should have thought ahead and invested in semiconductor capacity. This business can't scale."

What does Tesla need SpaceXAI for?

1) Capital - fresh off an IPO SpaceXAI will be flush with cash.

2) Starlink for low-cost global connectivity to cars, Semi and Optimus.

3) Grok is the interface for Robotaxi (so you can speak to the car).

4) Grok is the brain/voice of Optimus.

5) Orbital AI data centers are needed for training & inference for Robotaxi, Optimus and Digital Optimus.

6) Semiconductors from Terafab - a joint project between Tesla and SpaceX (Tesla can't self-fund this).

7) SpaceX's material science expertise.

Sharing the Wealth with SpaceXAI

Okay, so if Tesla isn't merged with SpaceXAI, how much will Tesla have to pay SpaceXAI for all of the above?

- What portion of Robotaxi revenue goes to SpaceXAI?
- What portion of Optimus revenue goes to SpaceXAI?

Tesla may have to pay SpaceXAI a slice of the economics from Robotaxi and Optimus.

That could mean SpaceXAI collects money every time:

- a Robotaxi mile is driven,
- an Optimus unit uses Grok,
- a vehicle connects through Starlink,
- Tesla uses orbital data centers,
- or Tesla runs fleet-level inference.

So Tesla shareholders may think they are avoiding dilution by rejecting a merger. But they may simply be choosing a different kind of dilution: permanent economic leakage.

Instead of giving SpaceXAI shareholders ownership upfront, Tesla may end up paying SpaceXAI forever.

Pick your poison carefully!

[Cat ✨ @slasysh]

Renova being a Portuguese brand an doing this South Korea and not Portugal is so wicked and evil