A big announcement is coming from Tesla on Tuesday July 7th!
Listen to Tesla’s Lars Moravy say “a week from Tuesday there will be some cool news about things happening around Giga Texas as part of the scaling effort”!
Our interview with Lars should drop tomorrow.
This is definitely one to watch for all $TSLA investors. Jeff and I counted over 12 important things he confirmed or revealed.
@thejefflutz@cyberbulls
the biggest thing holding back FSD 14.3.4 is the start and end of drives
fix those, and I honestly think it’d be ready to go unsupervised in many parts of the country
Tesla is valued as a bargain and SpaceX at IPO heavily overvalued and overhyped.
It will take many years for SpaceX to grow into its valuation, and for that to happen, a great many things must go perfectly well. An investment horizon should be scheduled in decades and not years.
Tesla, on the other hand, has already proven its business model and is launching its most profitable business segment in 2026 with massive profit inflow expected in 2027 and beyond.
Its a no brainer.
Hot take: Universities charge $300,000 for a degree that teaches you skills any LLM can do for free. At some point we need to have an honest conversation about whether higher education is the greatest individuals misallocation of capital in recent history.
Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor.
It’s happening faster than we thought, and the implications deserve greater attention. https://t.co/OVVPJO7VQx
I don’t know if financial rewards being released in future milestones / tranches tied to mission goals is going to motivate Elon beyond the mission itself.
The voting control was a legitimate driver for him to reach those tranches.
Having a higher market valuation in general and especially with the combined companies would provide liquidity for capex and R&D, for which the financial rewards won’t need to supplement the already large liquidity optionality by Elon.
I’m happy with owning both SpaceX and Tesla shares regardless as a TSLA shareholder 😅
I do think it does inhibit the primary motivating factors for Elon once he has majority ownership of shares. Again I trust in Elon to make the right decisions for his companies, shareholders, and humanity 🚀