David, I’ve always admired how you break down complexity with clarity—your AI insights are top-tier. That’s why I’d gently nudge you to apply that same first-principles thinking here.
Yes, Tesla’s Q1 profit dropped 71%—but context matters. This wasn’t a “FAFO” moment. It was a deliberate hit: they paused all Model Y lines—the world’s best-selling car in 2023 (BuyaCar, Apr 2025)—to retool for a lower-cost version (E41 project in Shanghai, 20% cheaper to produce per Reuters). Strategic, not chaotic.
And despite the noise around Musk’s politics (yeah, that hat…), Tesla’s still going hard on AI—$5B in capex already, FSD going unsupervised in 2025, and leadership calling this their “biggest year.”
You’re one of the few with the tools to separate signal from noise. Would love to see your lens applied here like you do so brilliantly with AI. Looking forward to your next thread.
Imagine Tesla’s Robotaxis gliding silently through city streets and Optimus robots seamlessly working beside us—each continuously generating streams of real-world data.
At the heart of this evolutionary leap is xAI’s Colossus supercomputer in Memphis—acting as a Central Nervous System (CNS), processing immense data flows in real-time.
Tesla’s vehicles and robots serve as inference nodes, instantly interpreting their environment and feeding data back into the system. Starlink is the peripheral nervous system, instantly distributing updated intelligence everywhere around the globe.
This creates a real-time, constantly adapting global nervous system.
It’s evolution in action:• Prokaryotes → Eukaryotes• Single cells → Multicellular organisms•
Individual insects → Collective superorganisms (ant colonies)• Humanity → This new system as the global nervous system for Earth
Now humanity is building our own superorganism, powered by the most advanced Large Language Model ever created—trained dynamically on X’s global conversations and xAI’s proprietary datasets.
I’ve seen the roadmap to Artificial Superintelligence (ASI). It’s real, actionable, and already unfolding.
My mind is spinning at the implications for humanity.
LFG🔥🚀
In the past two weeks, Elon Musk brought internet service to a disaster area (after the government failed to), unveiled a new self-driving taxi + humanoid robots, launched a 232 foot rocket, and caught it on the way back down.
What has a single one of his haters accomplished?
@garyblack00 If you study Elon, you know he's a disciple of Sun Tzu.
“Appear weak when you are strong, and strong when you are weak” - Sun Tzu, The Art of War.
Too many people don't have a long enough time horizon. Disruption is messy.
@farzyness Here’s an idea to address data collection and the distribution of the wealth generated from the Tesla bot. Thoughts? https://t.co/s1Hx3BUwS8
Tesla AI Day this Thursday 8/19. Excited to see the future of real world AI. Here's some thoughts on accelerating the path to a non-dystopian AI future. Let's create the future we can all be excited about!
In Defense of @ElonMusk: The Tesla and SpaceX maestro is under attack for bad tweets, production woes, and strange behavior. But we need people who take risks. We need people who try.
The new cover story: https://t.co/I6ZpCqZ3E7