Jonas Mørch

AI and Technology nerd. Long $TSLA since 2013 💎🙌

[Jonas Mørch @jonas_morch]

Tesla + SpaceX Merger Dream:

🚗 Tesla Automotive & Robotaxi
⚡ Tesla Energy: Power Everything
🤖 Tesla Robotics: Optimus etc.
🚀 SpaceX Launch & Exploration
🧠 SpaceXAI: Grok & AI/Compute
🛰️ Starlink: Connectivity
𝕏 X: The Everything App

One company. Multi-planetary AI future. $TSLA

[Jonas Mørch @jonas_morch]

SpaceX’s “neocloud business” is now a third the size of Google’s, after adding Google (!) as their second large-scale infrastructure customer at $11B ARR… 🤔 just weeks after the $15B ARR Anthropic deal. $SPCX $GOOG

[Sawyer Merritt @SawyerMerritt]

SpaceX has just announced that they have entered into a $920 million per month agreement with Google to provide compute capacity, according to a new filing.

"On June 5, 2026, we entered into a Cloud Service Agreement with Google with respect to access to compute capacity. The customer has agreed to pay us $920 million per month from October 2026 through June 2029, with capacity ramping up through September at a reduced fee. The compute capacity provided includes approximately 110,000 NVIDIA GPUs, CPUs, memory, and other related components.

After December 31, 2026, the agreement may be terminated by either party upon 90 days' notice. The customer will retain ownership of, and intellectual property rights in, its content, Al models, and related data."

[Jonas Mørch @jonas_morch]

@aelluswamy Feed the area some Cybercabs, please!

[Jonas Mørch @jonas_morch]

@niccruzpatane make that Tesla-red on next iteration :-)

[Jonas Mørch @jonas_morch]

EU country no. 3: Estonia! 💙🖤🤍
(first was Netherlands, then Lithuania)

[Tesla Europe, Middle East & Africa @teslaeurope]

FSD Supervised now approved in Estonia🇪🇪. Rollout will begin soon

[SpaceX @SpaceX]

Onboard views from Starship and Super Heavy V3, which are equipped with upgraded cameras capable of streaming 4K video through every phase of flight via @Starlink

[Jonas Mørch @jonas_morch]

@philipengberg Fundamentalt enig i det - synes dog, det er det logiske udgangspunkt. Og så justere (nok nedad for Supervised) derfra ☺️

[Tesla Robotaxi @robotaxi]

En route with @tesla_semi

[Jonas Mørch @jonas_morch]

Nicely put 🎯 many let their eyes off the ball, when Elon - unquestionably - got distracted.

Elon remains the MVP of Earth (and beyond)

[Harry Stebbings @HarryStebbings]

Why the world should be way more grateful to @elonmusk for all he has built:

"We must be deeply thankful to Elon for what he is doing.

I did not touch the steering wheel of my car this morning. It drove me. Without any gasoline.

When I am going on a longer trip, I take my starlink, put it in the back and when someone else is driving, I can do my work from the back.

I then open my phone and talk to the whole of Planet Earth on X.

Elon has actually on captured a very small amount of the tremendous value that he has created."

What does no one see that everyone should see/know about Elon @Jason @FutureJurvetson @pmarca @nikitabier @JTLonsdale

[Jonas Mørch @jonas_morch]

@mariusfanu @benjitaylor Fair, thanks! I’m also realizing that much more features will be coming to XChat that may easily warrant its own app.

[Jonas Mørch @jonas_morch]

@AndrThie Please let that extra capacity be for Model Y L 🙏

[Jonas Mørch @jonas_morch]

Let’s ffffff’ing GO! $TSLA

[Tesla @Tesla]

Purpose-built for autonomy

Cybercab in production now at Giga Texas

[Jonas Mørch @jonas_morch]

This demonstration of HIGH confidence in Optimus reaching incredible scale is BULLISH $TSLA

[Tesla @Tesla]

Q1 2026 Shareholder Update

https://t.co/dOjSLhd10p

We continued to make meaningful progress on the build out of the infrastructure & AI software that underpins our Robotaxi & future robotics businesses in Q1.

That meant commencing the ramp of new factories across AI compute, battery & battery materials, as well as preparing lines for start of production of Megapack 3, Cybercab & Tesla Semi.

Demand for our vehicles continued to grow in APAC & South America markets, with a rebound of demand in EMEA markets & North America.

As trade and geopolitics become more uncertain, we're further regionalizing and vertically integrating critical supply chains to ensure access to key materials & componentry in each region across vehicle, energy & AI.

Automotive
– Optimizing our vehicle product portfolio with an emphasis on vehicles designed for a fully autonomous future

– More affordable trims of Model 3/Y & rollout of Model Y L in markets outside of China

– Began deliveries of Cybertruck in the UAE

– Volume production of Cybercab & Tesla Semi this year

Energy Generation & Storage
– Good progress with new Megafactory outside Houston (will produce Megapack 3 for Megablock). Start of production on track for later this year

– We began meaningful customer deployments of Tesla’s first in-house designed solar panel produced at Giga New York

Robotics
– Preparations for our first large-scale Optimus factory will begin shortly in Q2.

First-gen line designed for 1M robots/year will replace Model S/X lines in Fremont Factory, second-gen line is being prepared at Giga Texas (long-term annual capacity of 10M robots/year)

AI Training Compute
– Cortex 2 is now online & has started running training workloads

– Also ramping on-site training infrastructure to ensure sufficient compute resources for AI products & services

– Continuing with custom silicon development (Dojo 3) to reduce training cost over time

Battery
– Ramping new battery & material factories, including LFP cells in Nevada, cathode material & lithium refining in Texas

– Battery vendor cell availability continues to be a limiting factor on ramping vehicle production, so we're working on initiatives to de-bottleneck, including using 4680 cells at Giga Berlin

Other Supporting Infrastructure
– Giga New York is now producing V4 Supercharging cabinets (3x power density & 2x the number of stalls vs V3)

– Alongside the ramp of Tesla Semi, we're deploying public Megachargers, including our first one in SoCal

– Over 2,200 new Supercharger stalls, growing the network 19% YoY

AI Software
– FSD 14.3 launched in April

– Upgraded Reinforcement Learning (RL) stage to better handle long-tail edge cases, enhanced the neural network vision encoder for sharper perception in low-vis scenarios & rewrote the AI compiler to accelerate model iterations & cut inference latency by 20% (faster reaction time for FSD!)

This accelerates our efforts to eventually deploy unsupervised autonomy to both the Robotaxi fleet & customer owned vehicles

– Digital Optimus: our next evolution of AI development. We're working on automating digital workloads, building an intelligence layer that will complement real-world AI in vehicles & robots

AI Inference Compute
– Expanding our scope of manufacturing to include semiconductor fabrication (coinciding with Robotaxi & Optimus ramps) = step towards ensuring sufficient & resilient chip supply

– Partnership with SpaceX aims to build the largest chip fab ever, vertically integrating logic, memory & advanced packaging to allow for rapid iteration

– Completed final chip design of AI5 (our next-gen inference processor) in April

Automotive & Other Software
– Rolled out Spring Update which includes a new Self-Driving app with tutorials & stats, "Hey Grok" wake word w/ location-based reminders, accent lights for blind spot alerts, updated Pet Mode & more

Robotaxi
– Paid Robotaxi miles doubled sequentially in Q1

– Cybercab will begin replacing Model Y fleet once in production & be the largest volume vehicle in the fleet over time

– Continuing to lay the groundwork for expanding into new cities (testing, permitting), so we can launch quickly once ready. Safety remains top priority

– Expanded unsupervised ops in Austin & launched in Dallas & Houston in April

FSD Supervised
– Record net new FSD subscriptions in Q1

– Received approval to deploy FSD Supervised in the Netherlands in April, clearing the path for potential approval in other EU countries

– Continuing to make progress on approval in China

Automotive Services
– Safety Score v3.0 enables every mile driven with FSD Supervised engaged to receive a score of 100. Higher Safety Score over time = lower premiums for Tesla Insurance customers

[SpaceX @SpaceX]

SpaceXAI and @cursor_ai are now working closely together to create the world’s best coding and knowledge work AI.

The combination of Cursor’s leading product and distribution to expert software engineers with SpaceX’s million H100 equivalent Colossus training supercomputer will allow us to build the world’s most useful models.

Cursor has also given SpaceX the right to acquire Cursor later this year for $60 billion or pay $10 billion for our work together.

[Jonas Mørch @jonas_morch]

And just like that; @Tesla @robotaxi doubled its market presence from two to four 🚀

(launches: Austin > San Francisco > Dallas+Houston)