Rudy ⚔️

Futurist. Neutral good. Impossible is possible. No limits humanity. Sci & Tech = our evolution. A believer in weird science, ETs and paranormal. Hemi-sync.

[Rudy ⚔️ @RudyTechEvo]

https://t.co/2bzjFA0UR6

[Rudy ⚔️ @RudyTechEvo]

@DanBTC916 💯

[Rudy ⚔️ @RudyTechEvo]

@BoBbyPleWniaK @maryeoz Congrats and best wishes 🎉

[Rudy ⚔️ @RudyTechEvo]

@JOBhakdi 10k will cost 200m, 5 yr depreciated is 40m…. Nothing compared to teslas quarterly capex…

[Rudy ⚔️ @RudyTechEvo]

@ChuckCook @TeslaBoomerMama @robotaxi @elonmusk It needs v15/10X to go above 100 cybercabs per geofenced area. Sounds to me it’s 2027. I’m trying to be realistic remember any new software needs 3mths of fixing/tweaks.

[Rudy ⚔️ @RudyTechEvo]

10k cybercabs will cost 200m. This is nothing compared to their capex. Even if it’s 5 year depreciation this is just 40m hit in 1 year…. Stopping the line that is largely automated will have minor costs given low volumes. Also v15/10X FSD expected in early 2027 only so no scaling this year…

[Rudy ⚔️ @RudyTechEvo]

Robotaxi can only scale with v15/10X version due late 26/early27. 3mths validation fine tuning puts the scaling start at April27. Scaling means >100 fully autonomous Robotaxis per geofenced area. HW4.1 (64gb) and HW5 (144-192gb) production is June27.

[Rudy ⚔️ @RudyTechEvo]

@JOBhakdi Robotaxi can’t scale. Needs v15/10X version due in Jan2027. It requires 3mths validation fine tuning, so looking at April 2027.

[Rudy ⚔️ @RudyTechEvo]

@CuriousPejjy Call me when it’s sub 100 😆

[Rudy ⚔️ @RudyTechEvo]

@JOBhakdi Ya Iran will be a problem for a long time. The IRGC leadership has to change otherwise it won’t ever be resolved

[Rudy ⚔️ @RudyTechEvo]

@alojoh It takes 176 Starship launches to get to 1GW compute, I’d love to see the plan for that…better pull some rabbit out… maybe they banking on the terrestrial expansion to tide them through next 3 years

[Rudy ⚔️ @RudyTechEvo]

We haven’t had an index correction yet. High beta will fall twice as hard. It’s usual to have one in mid term years… check the stats…if spy goes to 700 (6% down) what will happen to Tesla and SpaceX…. I recall conversation last week to buy SpaceX 160, it’s 123 right now 🤷‍♂️ I agree with long term potential but this is way overvalued atm…if launch 13 goes bad…gg btw it takes 176 starship launches to get to collusus 1GW… how long will that take….

[Rudy ⚔️ @RudyTechEvo]

@smdcapital This was probably the most predictable result ….

[Rudy ⚔️ @RudyTechEvo]

@BoBbyPleWniaK This is the hardest part … patience but not knowing whether it will pay off or not. Chances are we should have the usual correction before midterms, but just dunno when 🤷‍♂️

[Rudy ⚔️ @RudyTechEvo]

@smdcapital 👀..!!😭

[Rudy ⚔️ @RudyTechEvo]

@RandyWKirk1 It’s going much lower when shares unlock. Why? Cause it’s a short sellers stock. Inflated valuation awaiting promises of 28T earnings….🤷‍♂️

[Rudy ⚔️ @RudyTechEvo]

@colin_gladman Biden still thinks he’s running 👀

[Rudy ⚔️ @RudyTechEvo]

@BoBbyPleWniaK The generous valuation was 93… but they can prove it wrong by showing the revenue at next few quarterlies….

[Rudy ⚔️ @RudyTechEvo]

@alojoh @SpaceX It’s priced way ahead of earnings… it would take 176 starship launches to put 1GW of compute in space…. Only hope is terrestrial compute rental next 2-3 years…

[Rudy ⚔️ @RudyTechEvo]

@TheProjectUnity 👀

[Rudy ⚔️ @RudyTechEvo]

@Elyasnoor01 @AmirAminiMD True