Harry

$TSLA $SPCX investor. Tesla owner. Also invest in $NVDA, $HY9H, $TSM

[Sera Aurelia X @SeraAureliaX]

🤣🤣🤣

[Harry @harrytsla]

This is the announcement we’ve been waiting for 🤣

[Tesla Robotaxi @robotaxi]

Cool news from Giga Texas

[Harry @harrytsla]

That is bullish sign to X platform

[Mark Zuckerberg @finkd]

(1) Today we're releasing Muse Spark 1.1 -- a strong agentic and coding model at a very low price. It's available through our new Meta Model API and in Meta AI.

[Ashok Elluswamy @aelluswamy]

@themichaelkonen Unsupervised

[Harry @harrytsla]

FSD V14 lite 1. unlocks the FSD subscription revenue 2. shows the capability to distill powerful model and run it on older device

[Harry @harrytsla]

@aelluswamy @LuisZhu Wow. Ashok timeline is different from Elon timeline

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

😆

[Harry @harrytsla]

SpaceX and Tesla are converging, aren’t they?

[Harry @harrytsla]

Every big tech develops their AI chips to take back the control from Nvidia but no one is taking on building logic chip foundry and packaging (from TSMC) and memory fab (from SK Hynix, Samsung and micron) except Terafab

[Harry @harrytsla]

All the big tech that are larger than micron have been losing momentum. Interesting

[Harry @harrytsla]

@unusual_whales they’re building world model

[Harry @harrytsla]

@icanvardar Gemini has been blended into AI overview and AI mode of Google search which I think it’s the main growth driver of Gemini. But as a standalone app, Gemini is probably far behind

[Harry @harrytsla]

I think it’s a smart strategy for SpaceX and Tesla to pivot to infrastructure business while waiting for AI applications to materialize.

[Harry @harrytsla]

Virtual power plant ➡️ virtual data center $TSLA

[Harry @harrytsla]

I guess Elon has already thought about no matter whether SpaceX and Tesla will/can merge, both companies can grow together. That’s why he extracted the Macrohard and Terafab, which has the biggest TAM, as JVs.

[Harry @harrytsla]

People seems to forgot about this 🤷‍♂️

“Tesla will scale unsupervised Robotaxi fleet significantly only after FSD v15.
Elon (Q1 2026 earnings call): Doesn’t make sense to deploy at large scale before v15’s major safety improvements.”

[Harry @harrytsla]

Holy moly. Tesla has 53% chance of merging with SpaceX $TSLA

[Harry @harrytsla]

@xai @AnthropicAI Neocloud company

[Kalshi @Kalshi]

JUST IN: 40% chance Tesla and SpaceX merge within the next year

[Harry @harrytsla]

@ajassy Wow