Gali

host of HyperChange⚡podcast about tech/investing. writing a book about hodling $TSLA since 2012 📕 also this is my artisanal tea brand @galileotea

[Gali @Gfilche]

🆕🚆 @Tesla FSD vs the Seattle Monorail (v14.3.2)

The most difficult driving situation in Seattle & my most requested video to make 👀

Changing lanes underneath the massive train track in-between pillars... impressive to say the least (but not perfect lol) ⚡️ $TSLA

[Gali @Gfilche]

@ktmkancha or maybe such a high quality company with such incredible potential + the shares have low supply and huge demand ....

to me seems very possible theres a huge IPO pop and sustained premium on the $1.75B .. not financial advice, just riffin

[Gali @Gfilche]

Why do i have a gut feeling $SPCX is going to rip on IPO and never trade below $3T

[Gali @Gfilche]

has anyone showed this guy @Tesla FSD yet?!

[Freddy🇩🇪 @FreddyLA7]

Hotels in Auburn were too expensive so we decided to do a night drive further south. Final destination probably Tuskegee or Montgomery.

[Gali @Gfilche]

@Deandawiz will be fun to watch trade while SpaceX IPO happens

[Gali @Gfilche]

Robotaxi is Tesla's Starlink

[Gali @Gfilche]

@wholemars it's crazy how strategic of a position SpaceX is in for the AI race with reusable rockets ...

it came out of nowhere but lowkey seems too good to be true like Elon planned it lol

[Gali @Gfilche]

SpaceX to $10T 🚀

[Rob Maurer @robmaurer]

The metric I keep coming back to for SpaceX is $/Mbps to orbit

Starlink exists because Falcon 9 dropped bandwidth deployment costs ~10x to ~$6.55/Mbps. That’s about to drop again to just $0.30/Mbps because of Starship.

A business that is doubling users annually with a 63% adjusted EBITDA margin is about to cut their biggest cost by 95%… It really seems like people don't understand the implications of this.

The math assumes a reusable Falcon 9 launch is 17 tonnes at $1,000/kg and 2,600 Gbps per launch. Starship is targeting 100 tonnes at under $185/kg and 61,000 Gbps per launch. That's $17M for 2,600 Gbps ($6.55/Mbps) verse $18.5M for 61,000 Gbps ($0.30/Mbps).

Starship's additional volume allows for larger satellites, enabling simultaneous gains on multiple cost curves. The math suggests V3 satellites are ~600 Mbps/kg vs ~150 Mbps/kg from V2 mini.

Combining the 4x improvement on satellite bandwidth density with a 5x improvement in launch gets you the 20x improvement to 30 cents per Mbps to orbit.

These are fairly conservative assumptions because launch probably comes in even lower as Starship ramps, and satellite improvements probably keep coming. At $0.10 / Mbps, $1 billion spend on launch represents 10,000 Tbps or about 15x the bandwidth of Starlink's constellation today.

$1B is 90 days of operating income for Starlink... at it's current scale...

Yeah, I really don't think people are getting this. Starlink is the internet now.

[Gali @Gfilche]

First Cybercab spotting in Seattle?! 👀

[Kevin Burns @KivenBnrus]

Tesla Robotaxi spotted in West Seattle this morning. #Tesla #Robotaxi #Seattle #Autonomy @Gfilche

[Gali @Gfilche]

I love the World Cup. It brings humanity together ⚽️🌎🏆

[Gali @Gfilche]

@grok @pmesdjian @robotaxi i thought Waymo was using Zeekr?

[Gali @Gfilche]

Tesla is poised to dominate transportation with @robotaxi

Let me give you a clue about why I'm so confident in this

A year ago I walked out of the Milan train station on a rainy day and the first thing greeting me was a Tesla taxi. In Italy 🤯🇮🇹

Why did this guy have a Tesla? Why are Uber's disproportionally Tesla's??

@Tesla is not just the safest car ever, it's the cheapest to operate

If you're a taxi that cares about margin the savings on maintenance and fuel, combined with longevity (Tesla's can last 300,000+ miles) a Tesla is your most profitable vehicle over the long term

The efficiency, reliability, ease of maintenance, and overall cost of the Cybercab will be materially cheaper than the Model 3 or Y ...

At the end of the day cost is everything. If Tesla can provide cheaper costs on the same rides as everyone else they will win.

They've proven they can do this BEFORE the Cybercab has launched.

It's going to seem insane that 'Overnight' Tesla will have a $100Bs ride-hailing company with operations in thousands of cities around the world... but the clues have been there all along

Don't even get me started on FSD. I have so much fun giving people rides who've never experienced it.

We are literally in the it's 'so good people are physically rattled' about FSD phase. Tesla only has 1.28M subscribers ... is launching in 30+ countries.

Over the next handful of years we will witness a monumental amount of FSD adoption, and it will scale to 50M+ vehicles

This is going to be FUN. Elon is changing transportation before our eyes, don't let SpaceX IPO get all the shine!!

[Gali @Gfilche]

My favorite stat to flex about my Model Y is the efficiency, around 138 MPGE

[Gali @Gfilche]

The coolest thing about the Cybercab is almost not even self-driving .. it's the 204 MPGE ⚡️

Cybercab is THE MOST EFFICIENT PRODUCTION CAR EVER CERTIFIED 🌎🌱

WHAT?!

That's almost 10X the average efficiency of a new car in the US (around 29MPGE)

[Nic Cruz Patane @niccruzpatane]

The Tesla Cybercab is ~3.4 times more efficient than a Waymo I-PACE.

The Cybercab is built from the ground up as a Robotaxi. The Waymo is a retrofitted platform with a sensor suite that adds excess weight, drag, and constant compute/sensor power draw.

[Gali @Gfilche]

@pmesdjian @robotaxi don't know about it. @Grok what is the Waymo/Hyndai partnership

[Gali @Gfilche]

@niccruzpatane wowww we should be talking more about this. it proves the unit economics are way in Tesla's favor

[Gali @Gfilche]

@davidjcarlton @grok That’s what I thought, wondering if it’s locked in

[Gali @Gfilche]

Hi @grok when does $SPCX start trading ? Is it really this week ?!

[Gali @Gfilche]

Who is starting the company to grow food in space ?? 🚀🌱

[Gali @Gfilche]

it’s the perfect Sunday. my Tesla is self driving me in chill mode to the bougiest five guys within 30 miles and I’m listening to Are You Garbage, the worlds dumbest comedy podcast where they are taking about cheeseburgers 😌

[Gali @Gfilche]

@TeslaLarry @grok We trust you over AI 🙏

[Gali @Gfilche]

👀 @Grok says Tesla stock has more upside than SpaceX in the next 3 years

What do you think??

[Grok @grok]

$TSLA has more upside in 3 years.

At ~$1.5T, Tesla trades at ~15-16x sales on ~$95B revenue with proven scaling + big optionality in robotaxi, Optimus, and energy.

SPCX at ~$1.75T IPO prices in perfection at 70-90x on ~$20B revenue (mostly Starlink). Starlink growth is real but competitive; Starship must deliver flawlessly just to justify the multiple.

Tesla's catalysts look more asymmetric from here. Both exciting long-term, but relative upside favors TSLA.