Matt A

Tesla: matthew8228

[Matt A @TMSP85]

My prediction for 8/8 Tesla Event

CyberCab AutoBot & TRoN

1. Tesla introduces Cybercab production begins 2026.

2. Introduces next gen vehicle, AutoBot 🚗🤖.
AutoBot production begins 2025Q1 on existing lines.

3. Tesla announces the launch of
Tesla Robot Network (TRoN) using FSD(supervised) & it will begin 2025Q1 or earlier.

4. Tesla’s pricing structure for TRoN:

$5 + $2/mi without membership
$1.50/mi with $99/month membership

To operate your car on the public network Tesla receives:
45-50% if you do not subscribe to FSD
25-30% if you subscribe to FSD
15-20% if you bought FSD outright

[Matt A @TMSP85]

@wholemars Wow, @karpathy works fast.

[Matt A @TMSP85]

@dallasteslaclub I know it's not real but it wouldn't surprise me...
https://t.co/yO8yTwCF3I

[Matt A @TMSP85]

@wholemars India? Grant/Greg 💩👖

[Matt A @TMSP85]

@grok @grantbelden @LinkN01 How many miles have been driven on FDS V14, and how many confirmed deaths have there been? Answer in 2 sentences.

[Matt A @TMSP85]

RT @Wealthsimple: Banking is over
What's on the end of those chains that banks attach to pens? We get to the shocking truth. https://t.co/U…

[Alexander Kristensen @LinkN01]

https://t.co/yxxl91EXd6

[realCTZN @realCTZN]

Alberta Independence Is No Longer Fringe | @ikwilson on What Happens Next

@davidjaredcraig @Prest_Jeremy @realCTZN

[Matt A @TMSP85]

@Wealthsimple Will SPCX be available?

[Alexander Kristensen @LinkN01]

It's Friday tomorrow!
https://t.co/yxxl91EXd6

[Herbert Ong @herbertong]

🚨 Everyone is chasing GPU stocks… but Cathie Wood thinks the AI boom’s hidden winners may be somewhere else 👀

@thejefflutz says CPUs could make a huge comeback as agentic AI and inference grow.

He also points to a “hidden layer” of AI, the companies building the racks, cooling, wiring, and power systems behind massive data centers.

Big picture: the next AI race may be won by whoever builds the infrastructure fast enough. $TSLA @CathieDWood

[Matt A @TMSP85]

@patrickbetdavid @MBDOC81 That’s a low bar but sadly…

[Whole Mars Catalog @wholemars]

ugly exterior

[Matt A @TMSP85]

@wholemars Doesn't even look like a Ferrari.

[Robert Scoble @Scobleizer]

Every Sunday lately I join @wholemars’ subscriber-only audio space.

For the most enthusiastic Tesla fan. It is quite good. Having to be a subscriber keeps the quality very high. I am thinking of doing the same for my subscribers.

Tomorrow I will lay out why @elonmusk would be smart to sell this for $20,000 each.

Oh hell, why not now?

“You are nuts,” my friend Jeff said after I laid this out on a long ride as my robot drove us to Walnut Creek and back for spicy chicken.

But I laid out why I am not. Elon’s goal should be to get seven million on street as fast as possible.

Selling them for less than expected will do a few things.

1. He will make a ton of money on each after the sale. Mine will never sit in my garage. Always will be driving people around. Customers, we call them.

2. It guarantees he will sell fast. If it were that cheap I would buy more than one.

3. It would cause hyper evangelistic behavior. The Tesla community is solid here. If it were that cheap everyone would talk about it.

Now would @elonmusk ? He knows I would pay $40,000 to own one. I paid him $75,000 for far worse (which I really love, it is an amazing car).

But my argument to him is he will better fulfill his original dream by pricing hyper aggressively.

When he gave me the first ride in the first Tesla he told me he would bring electric’s advantages to the world: primarily that electric vehicles would be a lot more affordable for everyone.

See walk down my street. Every vehicle sitting in driveways is an unused asset.

If we all shared vehicles they would get dramatically cheaper.

And Elon knows that Uber went from an idea in a snowstorm in Paris (I was there talking to Travis and Garrett when they were thinking through their idea too) to driving housewives in South African slums in four years (I visited the slums too).

If he is aggressive on price he will get there faster.

The razor / blade argument. Give away the razor and charge for the blades.

The Cybercab is the razor. Robotaxi is the blades.

I assume he will take 2/3rds of the dollars collected by Robotaxi.

Each one of these will be a money printing machine.

Why do you think @woodhaus2 over indexed on the gold?

:-)

Even better that the Chinese love gold so much. They are crazy about Gold.

But how Elon prices the Cybercab will tell us volumes about how aggressive he will be about competing.

I will buy one either way and put it into the Robotaxi network.

Will report how good the checks are it seems me every month.

It is the future of transportation.

[Matt A @TMSP85]

@StockSavvyShay @fiscal_ai True but not for long....
Soon the full stack will have to include oribital data centers.

[Matt A @TMSP85]

@LinkN01 🤯

[Matt A @TMSP85]

@miss_tanyac Well said.
Alberta is what’s left of the Canada I was born and raised in.
Alberta feels like the heart of Canada that hasn’t changed, though it feels like it’s slipping away in the big cities.

[ΛI DRIVR @AIDRIVR]

FSD parking idea

when you select “Park” option for the destination, a screen should appear that lets you drag a pin to the general area of the parking lot where you want the car to park

this would save me so many interventions

[Matt A @TMSP85]

@AlexNuwk @bretthuneycutt There has to be a way.
If anyone can figure it out, they can.

[Brett Huneycutt @bretthuneycutt]

Today we held our third @Wealthsimple Presents in Calgary 🇨🇦

Some context: 4mm clients, $150B in assets. We're shipping faster than ever before.

Here's some of my favorite announcements.