@sama Sam, look at the updates to Claude Code. What are you even doing? Can you still catch up? Are you still fit to be CEO? OpenAI has already fallen behind across the board. We users are about to migrate.
Most people don’t know that Tesla has had an advanced AI chip and board engineering team for many years.
That team has already designed and deployed several million AI chips in our cars and data centers. These chips are what enable Tesla to be the leader in real-world AI.
The current version in cars is AI4, we are close to taping out AI5 and are starting work on AI6. Our goal is to bring a new AI chip design to volume production every 12 months. We expect to build chips at higher volumes ultimately than all other AI chips combined. Read that sentence again, as I’m not kidding.
These chips will profoundly change the world in positive ways, saving millions of lives due to safer driving and providing advanced medical care to all people via Optimus.
Send an email with three bullet points describing evidence of your exceptional ability to [email protected].
We are particularly interested in applying cutting edge AI to chip design.
Thanks,
Elon
$U was $16.75 in April, $25 in May, $35 in July, $45 in Sep. Yesterday was by far the most decisive earnings for trajectory. Even so, Vector hasn’t touched its best data yet. $55 should hit imminently as the new trajectory is priced in. $65+ is entirely feasible before Q4 ER.
If $U impresses today, it deserves some love as a beaten down turnaround story with countless growing industries and revenue streams based on near or total SW, AI monopolies. Share and like if you agree.
$PLTR $NVDA $GME $BYND $OPEN $BBBY
$EA connect the dots;
1/ Silver Lake Co-CEO on Unity board $U
2/ Unity CEO former EA SVP Strategy, Ops
3/ Unity building AdTech with gaming data
4/ Unity has mobile (phone, ARVR)
5/ EA has console, PC
Strategic AdTech moves in play.
$U's Vector is demonstrating remarkable performance, as highlighted in the recent UBS UA Ad Spend Expert Call with the CEO of InCircle Analytics.
According to the call, Unity currently holds a 26% market share with a 26% growth rate in Q3 2025, outpacing $APP, which commands a 38% market share but has seen its growth slow to 21% in the same period. Unity's growth trajectory shows consistent improvement: Q1 at 16%, Q2 at 19% & now Q3 at 26%, while AppLovin's growth has tapered from 26% in Q1 to 21% in Q3.
A striking quote from InCircle's CEO highlights the trend: "The performance is the same as AppLovin... it's like splitting hairs".
Roblox officially launches in China at 8am on July 13.
- JV with Tencent to support localisation and launch since 2019
- Push for Development + Education ecosystem prior to launch.
- Received a license from regulator in December 2020.
- Day 1 content includes Nezha crossover.