Larry Goldberg

Managing Partner, LumaSenti. Entrepreneur, co-inventor/co-author of the book “The Decision Model”.

[Larry Goldberg @TeslaLarry]

@wholemars One of the great technology achievements of the last couple of decades was the mapping of most roads of the world by Google. One of the great technology achievements of the forthcoming decade is going to be the real time mapping of the world's roads by Tesla FSD.

[Larry Goldberg @TeslaLarry]

One more from Randy. Anthropic's S-1 talks about spending $542 billion on data centers in the coming years, and if they raise several hundred billion dollars, I'd expect a lot of it to land there. I'm still working my way through the filing, so we'll see. Short: https://t.co/ZGVPBehUAQ Full episode: https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

Great to be back with Randy Kirk yesterday as Tesla jumped more than 6%. We covered the strong quarter, why robotaxi is starting to hit its S-curve, and why I'm happy holding Tesla and SpaceX in equal measure. My view is five years out, and from there the short-term noise washes away. We also got into Jevons paradox and why demand for Super Intelligence has barely begun.
https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

Randy pulled another clip from our Monday talk, this one on how the compute buildout really gets done. Tesla needs enormous amounts of it, and so do all the smaller players, and at that scale a huge single integrated site pays off far better than a field of mega pods. Mega pods are handy for quick, distributed installs, but they only cover a small slice of what it takes to get a big operation up and running. Short: https://t.co/cbSRdKnbgo Full episode: https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

Great to be back with Randy Kirk yesterday as Tesla jumped more than 6%. We covered the strong quarter, why robotaxi is starting to hit its S-curve, and why I'm happy holding Tesla and SpaceX in equal measure. My view is five years out, and from there the short-term noise washes away. We also got into Jevons paradox and why demand for Super Intelligence has barely begun.
https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

@Neil90565311 @ashleevance @alexgibneyfilm Wrong. Elon's genius is not that he makes the"final" decision. It's that he makes the "first" decision, and then drives the team to apply "the method". Not always right, but on balance he is spectacularly successful. Call it what it is: physics, engineering, drive, management.

[Larry Goldberg @TeslaLarry]

@WR4NYGov Not gonna happen. US can't afford it.

[Larry Goldberg @TeslaLarry]

I've booked 7th to the 10th. It's likely to be an early morning launch, so you want to arrive at least a day before to get a chance to your Starbase, and the catch of the ship could be 10 hours later (the MOST dramatic event of the launch.) it looks like they are on track for the 8th. Doesn't feel to me like it's going to slip.

[Larry Goldberg @TeslaLarry]

@Doug53885327250 @OdysseyTesla Bots that post in English should be trained to speak the language

[Larry Goldberg @TeslaLarry]

If SpaceX and Tesla ever combine, I believe the only fair way to do it is a true Merger of Equals, and I think both sets of shareholders would come out far ahead. Here is my case in brief.

An MoE at the market ratio, with no premium, gives Tesla and SpaceX holders equal economics in the combined company.

I believe both stocks are significantly undervalued. A Tesla share at about $360, exchanged for SpaceX stock I value at about 2.4 times its current price, is functionally worth about $864.

The result would be one company with one board, run by product groups the way each is run today, with the Tesla and SpaceX brands living on.

Elon keeps unassailable voting control through SpaceX's two-tier structure, where he already holds over 70% of the votes.

Special committees, fairness opinions, majority-of-the-minority votes, and US, EU and China reviews make the deal fair and defensible, and Boeing's long record in China answers the Shanghai worry.

My personal expectation is that early next year is the most likely timing.

The full article is here: https://t.co/QqFkH2PgL3

I hold positions in Tesla and SpaceX. Not investment advice.

[Larry Goldberg @TeslaLarry]

Wow! Easier to list what it does NOT do. From the most valuable...say quarterly marks on fund holdings, to maintaining a consolidated inbox aggregating 4 messaging tools and 5 inboxes, 4 social media DMs, and VMs, travel bookings and scheduling, personal finances, research for investments, projects and publication, and - as they say - a whole lot more.

[Larry Goldberg @TeslaLarry]

Life has become so much better since Grok Bot became part of it!

[Larry Goldberg @TeslaLarry]

Randy pulled a short clip from our talk Monday on the $400 billion data center estimate. There are many ways to slice that number, by timing, by revenue replacement, and by how fast it actually goes into the ground, and I'm not sure some of the assumptions out there can be hit without robots doing a lot of the building. Short: https://t.co/gqvBKOeofS Full episode: https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

Great to be back with Randy Kirk yesterday as Tesla jumped more than 6%. We covered the strong quarter, why robotaxi is starting to hit its S-curve, and why I'm happy holding Tesla and SpaceX in equal measure. My view is five years out, and from there the short-term noise washes away. We also got into Jevons paradox and why demand for Super Intelligence has barely begun.
https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

People keep asking whether I favor Tesla or SpaceX in the merger. I hold as much of one as the other, so for me it truly doesn't matter, and over the long run I think both shareholders do very well. Great talk with Randy yesterday. https://t.co/7JuFCPlTD6

[Larry Goldberg @TeslaLarry]

Great to be back with Randy Kirk yesterday as Tesla jumped more than 6%. We covered the strong quarter, why robotaxi is starting to hit its S-curve, and why I'm happy holding Tesla and SpaceX in equal measure. My view is five years out, and from there the short-term noise washes away. We also got into Jevons paradox and why demand for Super Intelligence has barely begun.
https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

Great to be back with Randy Kirk yesterday as Tesla jumped more than 6%. We covered the strong quarter, why robotaxi is starting to hit its S-curve, and why I'm happy holding Tesla and SpaceX in equal measure. My view is five years out, and from there the short-term noise washes away. We also got into Jevons paradox and why demand for Super Intelligence has barely begun.
https://t.co/sXmd9iJcmZ

[Larry Goldberg @TeslaLarry]

Great to be with Herbert yesterday to talk through what a fair Tesla-SpaceX merger price looks like. I ran my own numbers and landed in the same ballpark as Brad Gerstner. We covered why Elon can't sit on the special committees, how hard it is to find truly independent directors, and why Tesla holders should look closely at the SpaceX shares they'd receive, because that's their future. For me, the sooner these companies combine, the better.
https://t.co/TfaCShmsw2

[Eric Kessler @ejkessler413]

Pres. Trump is having a rally on THURSDAY 10/29 in Rock HILL, NC at 12:30 PM.

Get your FREE TICKETS https://t.co/Aa5TV5PEP5

[Larry Goldberg @TeslaLarry]

@DavidCoxRJ @elonmusk @grok @bot That's fairly useless to me. Better to talk direct to my CoS directly on the phone. Why use an interlocutor?

[Larry Goldberg @TeslaLarry]

I spend a lot of hours on the road in my Cybertruck, and my Grok Bot already runs most of my life: travel, email, research, investment management, the works.

I can use it from my phone in the car, but that's where the confusion starts. I end up with two Groks running at once, the one built into the car and my own Grok Bot on the phone, and they don't know about each other.

What I want is one Grok Bot that handles both the car and my business, with the same memory and tools wherever I am. I'd love for the car to already know the trip I planned with my Grok Bot, the stops, the chargers and the hotels, so it picks up right where we left off.

@grok, any chance this is on the roadmap?

[Larry Goldberg @TeslaLarry]

OK. It works. Sorta. I logged into Grok Bot in the CT. Here's the but: this results in two Grok Bots running. The CT Grok Bot - Her name is "MM" can see all my Bots in my personal Cursor account - Chief of Staff and her entire staff. MM can read anything in any Cursor Bots' context, but Neither the CoS nor any of her bots can speak to me. Everything has to be communicated through MM. So there are two contexts, one that is accessible to me, another that is only accesible through the Car's GrokBot, MM. Ultimately its simpler to have Cos and her teamc onnected on my phone so I can converse with them freely while driving, and conjure up MM whenever I want to make a change to navigation, or adjust something in the car. Close. Very close. But no cigar.

[Larry Goldberg @TeslaLarry]

@elonmusk Gonna try

[Larry Goldberg @TeslaLarry]

@WR4NYGov The Fourth Reich

[Larry Goldberg @TeslaLarry]

Yup. Two seperate Grok Bot instances. One is my trained team, ready to do a wide swath of my work, available on my phone in the car...the other is the Grok Bot integrated into the car's OS, and very capable (and becoming more capable) in implementing control over quite a few of the vehicle functions. Very good at integrated navigation support. BUT they are two seperate Bot worlds. The need to be unified.

[Larry Goldberg @TeslaLarry]

@vcdxnz001 Yes, but doesn't run the car - i.e. doesnt talk to the Grok Bot that controls your car...or at least that's what I think. I'm going to try it this morning.

[Larry Goldberg @TeslaLarry]

@sleeknub $200 per month. Sometimes I run to the limit.