The fact he only had one extramarital affair with a state asset after leading the greatest technological revolution in history is what impresses me. For anyone else that number would be double, even triple, digits.
After DOGE, Elon came to a conclusion most people missed.
He tried to reform the state from the inside. He failed. And he said it plainly: the government can't fix its own deficit. Nobody in power actually wants to cut. The machine protects itself.
So he drew the only logical conclusion. If the state can't be reformed, there are only two ways this ends.
Either global bankruptcy. Debt keeps compounding, interest payments eat the budget, and the system collapses under its own weight.
Or robots. AI and robotics grow the economy so fast that the debt becomes manageable, and abundance makes the old fights over scarcity irrelevant.
Here's the part almost nobody sees.
For two centuries, capitalism has had a marketing problem. Its gains are real but slow and invisible. 2% growth a year doesn't feel like anything. Your life gets better over 30 years and you never connect it to the system that did it. Meanwhile, the left's promises feel immediate and concrete: a check, a subsidy, a benefit. That's why the left wins on promises even when it can't deliver them. Capitalism produces the wealth, socialism takes the credit.
Robots break that asymmetry.
When productivity doubles in a few years instead of a few decades, people will see it. Things get cheaper, services get better, opportunities appear, in real time. For the first time in history, people will connect capitalism and their rising standard of living directly, almost instantly. The causal chain becomes visible.
And that changes everything politically.
So there are two scenarios.
Scenario one: we stay in the current inertia. No breakthrough, or a breakthrough we regulate to death. The debt wins. Living standards stagnate, then fall. A frustrated electorate turns to whoever promises the most, and that pushes toward a hard collectivist left. But collectivism fails, as it always does. And when it fails, the most organized, most disciplined collectivist force left standing isn't the old left. It's radical Islamism. Bankruptcy, then communism, then something worse.
Scenario two: robots win. Abundance arrives, and it arrives visibly. The link between free enterprise and prosperity becomes obvious to everyone. And this is the key point: it becomes obvious to everyone, including the minorities the left was counting on. Because their long-term incentive is the same as everyone else's. A kid in the suburbs gains infinitely more from a booming, abundant West than from a bankrupt state handing out promises it can't keep. Abundance is the most powerful integration machine ever built.
That's the Western renaissance.
The West doesn't need to win the culture war by arguing. It needs to win it by delivering. And for the first time, it has the technology to deliver fast enough for people to notice.
The race isn't left vs right anymore. It's robots vs bankruptcy.
Tesla’s Optimus training regime leak.
Workers in its Palo Alto R&D facility have been holding “robot university” for many months already. Press got it wrong when they said it just started up.
Workers are wearing 24 lb suits with up to 40 cameras and grids of 3D sensors. To capture very detailed video and 3D fields of whatever the worker does.
There are multiple configurations.
They are given different tasks to do. They don’t know where the tasks come from.
Multiple squads are working on three shifts 24 hours a day. Similar efforts were seen at the Texas factory.
The data collection effort is immense.
A Tesla car only has nine cameras.
This leads to a data flywheel that is orders of magnitude more data than the car captured.
Separate teams are capturing home data, like making a sandwich, while other teams capture jobs on factory floor, like installing HVAC systems in cars.
Elon isn’t playing around.
I can’t tell you how I learned this.
What’s actually going on in Ukraine is that there is a massive incentive difference between the elites and the people.
The former have grown very rich off the hundreds of billions flowing to Ukraine, while the latter’s children are conscripted to die in trenches.
Tesla says they have officially started Optimus production in Fremont on their high-volume lines.
"The bots coming off this line are the first production quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."
SpaceX has just officially introduced a new "𝕏 subscription" that combines Grok, 𝕏 and Cursor into one plan. Here are the tiers & info:
• Plus: $8/month
• Premium: $30/month
• Super: $100/month
• Ultra: $200/month
Plus: $8/month
• Cursor access
• Grok Chat, Voice, Imagine & Build
• Grok API
• Shared usage pool across products
• Premium checkmark
• Fewer 𝕏 timeline ads
• Creator monetization
• Edit posts
• Longer posts & video uploads on 𝕏
• Articles & Media Studio
• Advanced Analytics
• Higher posting & DM limits
• Bookmark folders
• Download videos
Premium: $30/month
• Includes everything in Plus, and:
• 4x more usage compared to Plus
• Grok Bot
• Latest Grok models
• Faster Chat responses
• Al images & videos
• Ad-free scrolling on most surfaces on 𝕏
• Preferred @handle
• Higher reply boost
Super: $100/month
• Includes everything in Premium, and:
• 15x more usage compared to Plus
• Priority model access at peak times
• Faster Chat responses & generations
Ultra: $200/month
• Includes everything in Super, and:
• 50x more usage compared to Plus
• Earliest access to all products & models
• Fastest Chat responses & generations
Compare features: https://t.co/6ocRFRsJLj
$TSLA is likely being suppressed by design to allow Big Money to quietly load up prior to proxy materials being released which would include $SPCX merger agreement details.
Still down 13% YTD with decreasing volumes.
Expect new ATHs before yearend 🔮
@ChrisDungeon No, they are lobbying against AV’s to preserve themselves. It’s an incredibly selfish stance they are in and they deserve a slow agonizing death.
BREAKING: Tesla has officially started offering Cybercab rides to the public.
I’ve been waiting years to say that!
I took one of the world's first public rides. The cabin is comfortable and spacious, the suspension is soft, and FSD is VERY smooth. It’s an incredible vehicle. The screen is HUGE. The video doesn’t do it justice.
We can ride in the Cybercab anywhere in Tesla’s Austin service area, so the same areas as the Model Y Robotaxi.
The Cybercab lives up to the hype. It will transform travel.
Here's a clip of my ride: