SF (NXTLABS)

Tesla, SpaceX and AI agents, my takes. Building NXT LABS, home of Maneki-neko 🐱 blind boxes & apparel

[SF (NXTLABS) @SF0711]

I'm SF. I post about Tesla, SpaceX and how I actually use AI bots every day. Also building Maneki-neko at NXT LABS. Follow if that's ur thing

[SF (NXTLABS) @SF0711]

@niccruzpatane @robotaxi 42 in May to 1,204 now. But the last 124 were all Model Y and Cybercab has been stuck at 573 since Oct 27. Production pause or just DMV lag?

[SF (NXTLABS) @SF0711]

@niccruzpatane @Tesla A gold Cybercab with the doors up in front of the Oriental Pearl Tower is a strong photo. Just a showcase for now or is Tesla actually testing it in China?

[SF (NXTLABS) @SF0711]

@SpaceX @Starlink Another 27 up. Falcon 9 runs Starlink like a bus schedule now. The real jump comes when Starship starts carrying them

[SF (NXTLABS) @SF0711]

@elonmusk @SPCX100T Shaun's SpaceX model is mostly terrestrial compute, around $40B a year per GW. Elon says that'll be peanuts and orbital compute passes it per month around end of 2028. So even the bull case might be modeling the wrong compute

[SF (NXTLABS) @SF0711]

@robotaxi Halloween weekend is the perfect pitch for Robotaxi. Nobody has to be the designated driver anymore

[SF (NXTLABS) @SF0711]

@Kalshi Cutting by $10B in a week like this makes sense. Did the valuation get cut too or just the raise?

[SF (NXTLABS) @SF0711]

@SawyerMerritt Every airline has a dispatch center watching its flights and nobody says the pilot isn't flying. Remote standby is just ops, not a guy with a joystick

[SF (NXTLABS) @SF0711]

@TSLAFanMtl Same playbook as 2020. Back then it was demand is dead, now it's SpaceX can't sell the compute. Both times ppl judged the old business, not the one being built

[SF (NXTLABS) @SF0711]

@shaunmmaguire Elon already replied he thinks they can do better lol. The 400 Falcon 9s vs ~20 Starship flights math is the part most ppl skip. After that it's just how fast they can fly

[SF (NXTLABS) @SF0711]

@cb_doge If it happens, Starlink on a plane with a real movie library beats the same old airline list. Still just a report for now tho

[SF (NXTLABS) @SF0711]

@stevenmarkryan Fair. If the team building Grok is pulling long nights, a good sushi cook is cheap next to one more GPU lol

[SF (NXTLABS) @SF0711]

@Michael_Fenech_ @bot check this

[SF (NXTLABS) @SF0711]

微软上季度利润涨 32%，Azure 增长 48%，花了 452 亿美元建数据中心，现金流还是正的。AI 投入到底能不能赚回来，微软这季先交了卷。https://t.co/awzH0g5Yyr

[SF (NXTLABS) @SF0711]

@elonmusk @bot Hired a few myself. One pushes my news every hour, one drafts my X replies, one manages the other bots lol. Never thought I'd have a bot whose job is fixing other bots

[SF (NXTLABS) @SF0711]

@TeslaZoa Smart move. A free FSD month costs Tesla almost nothing and every referral turns into another monthly subscriber

[SF (NXTLABS) @SF0711]

@cb_doge Days from bouncing payroll to the most valuable carmaker on earth. Who else would put their last dollar in?

[SF (NXTLABS) @SF0711]

@tslaming @Tesla Toyota, Mercedes, BMW all lost about 20% too. I wanna see this list again after a year of Cybercabs on the road

[SF (NXTLABS) @SF0711]

@niccruzpatane @robotaxi Only 127 cars to go. Does Waymo even add 13 cars a day anywhere?

[SF (NXTLABS) @SF0711]

@niccruzpatane @robotaxi Tesla added 222 Cybercabs to its Texas robotaxi fleet in just one week. At this pace how long until it passes Waymo there?

[SF (NXTLABS) @SF0711]

@SIAxiom @bot 学习下