Maximiliano

Father. B2B strategist. Tesla investor.

[Maximiliano @maxcorreaf]

Yesterday I had the amazing opportunity to attend the 2024 @tesla shareholder meting, and ask @elonmusk a question (2 actually). I feel like I owe my fellow shareholders and explanation for the question, since I believe it is relevant for @Tesla_Optimus industrial adoption. I also owe Elon a huge thank you! (didn't get the chance) Here is the background:

- Today when you deploy a robot into a manufacturing plant, you usually have to integrate into the line. That takes skilled labor and depending on the task, it means 1 or 2 engineers or technitians onsite for a period of 1 to 2 weeks.
- When you hire a human, there is also training and productivity cost to "integrate".
- This is not a problem when you integrate million dollar robots, integration cost is a relatively small portion of the total cost.
- If Optimus ends up costing 20K it is an insane dela for manufacturing companies, but if on top of that it is easy to integrate, well... then we don't own enough tesla shares! From his answer I take that it would be similar to training a human in the sense that you don't need skilled labor onsite (which is very bullish too)

The second question was if @Tesla_Optimus could take a different form factor. I asked if it could have no legs (assuming the task does not require walking), and therefore cheaper. The alternative question is what if it has 4 arms, no legs (similar weigh, thus similar cost). This optimus could have up to double the throughput than a human, and therefore provide double the value (price) at a similar cost. From his answer I take that at least at first Tesla will focus only on the traditional form factor.

Overal my overwhelming feeling is that I don't own enough $TSLA. Thank you @elonmusk it was an honor to see you in person and get to ask you a question!

my account is small so it might not have much visivility, but if you find this interesting please repost and comment. Thanks @SawyerMerritt @TeslaBoomerMama @smdcapital88 @ewtracker

[Tesla @Tesla]

🇳🇱🇱🇹🇪🇪 + 🇩🇰

[Dallas Tesla Club @dallasteslaclub]

Slowly, then all at once. @robotaxi

[Steak 'n Shake @SteaknShake]

On our MAHA journey, we have introduced the following:

100% grass-fed, grass-finished beef ✅

100% beef tallow fries ✅

100% beef tallow tots ✅

Grade A Wisconsin butter ✅

A2 whole milk ✅

Cane-sugar Coca-Cola ✅

Elimination of all microwaves ✅

And we are working on changing our buns!

We are committed to becoming seed-oil free, because we are committed to making fast food the best it can be.

[Elon Musk @elonmusk]

Try Tesla Robotaxi in Dallas & Houston!

[TexasTSLA @TexasTSLA]

Probably nothing.... 👀

[Doug 📐 @Tryangle]

Dear @elonmusk,

I swore I would never buy anything but a Tesla ever again…

You asked people to make more babies

I can’t do both unless @tesla builds a full size SUV off the @cybertruck platform!

-Sincerely
Everyone

[Trevor Scott ✘ @TrevorScottReal]

Can confirm that in Austin, every single Model Y Robotaxi across town is driverless.

[Maximiliano @maxcorreaf]

Finally! $TSLA

[Maximiliano @maxcorreaf]

My friend sent me this sighting in Austin $TSLA!

[Ashok Elluswamy @aelluswamy]

Soon it’ll be driving itself in to Austin city, reporting for duty!

[Muskonomy @muskonomy]

🚨FYI: CJ is Neuralink Patient #24. A ventilator-dependent quadriplegic who volunteered for the PRIME trial not for himself, but so Neuralink and the FDA can learn more about N1 technology and help others.

He needs to be back in Miami next month for a required in-person visit. Neuralink denied his request to attend virtually.

Because he is on a ventilator, commercial flights are not an option. His only way there is an air ambulance costing between $38,000 and $52,000 one way.

This man chose to participate in one of the most important medical trials in history so future patients could benefit. The least we can do is help get him there.

His fundraiser: https://t.co/laRT6UsIHz

RT to get this in front of @elonmusk and @neuralink. CJ deserves to finish what he started. 🙏

[Whole Mars Catalog @wholemars]

Wow, Elon wasn’t kidding. 14.3.3 is absolutely a banger.

As you can see here i’ve used self-driving every day for the last 3 days, and have gone 41.3 miles without intervention on 14.3.3

This is first truly refined build of FSD 14.3.3. It is the first build that surpasses 14.2.2.5 in polish. In my opinion, this is the first version that should have gone wide. 14.3.2, while great, was often a little jumpy or jerky due to its increased reaction time. When the reaction time increases the model often gets a little jumpy until it is retuned. That seems to have happened now.

With each little point release I feel the model coming to life. The way it slows down ever so slightly (~1 mph) when it can’t see over the hill, the way it eases in when it sees a bumpy section of the road. It’s so refined. The way it responds instantly when it sees the car next to it veering into its lane. Like wow, even I can’t drive that smoothly and react that quickly.

Tesla is by far the gold standard in self-driving comfort. With each build it feels more and more like a personal robotaxi. It can now even operate driverlessly at up to 8 miles per hour.

Kudos to the Tesla AI team. You mother fuckers are absolutely COOKING!

Send it wide… replace 14.3.2 with this right away.

Also love the new self-driving streaks feature. Gamifying self-driving usage is a very smart way to make sure people only intervene when absolutely required, increasing the signal to noise ratio of interventions in the dataset.

Please make this available via fleet telemetry so people can compare to see who has the longest streak easily

[Maximiliano @maxcorreaf]

@NVIDIAGeForce Not even sure what i would do with it. But here it goes! #007FirstLightRTX

[Ron DeSantis @RonDeSantis]

Cybercab in Miami. Be interesting to see how it performs and how locals react.

[Tesla Manufacturing @gigafactories]

Now scaling production +20%. Join us → https://t.co/nDMEzaCxEn

[Elon Musk @elonmusk]

@wholemars 😂

Once Tesla fully solves autonomy and has Optimus in volume production, anyone still holding a short position will be obliterated. Even Gates.

[Elon Musk @elonmusk]

The human-perceived RGB is image 1 and the Tesla AI photon count reconstruction is image 2.

This is why Tesla FSD can see so well at night or through extreme glare.

[Lars @larsmoravy]

Imagine a car that gets safer after you buy it... wouldn't that be amazing? Oh wait, that's every Tesla.

[Whole Mars Catalog @wholemars]

It saddens me to see this level of economic illiteracy. Creating a billion dollar company isn’t evil, and you don’t have to steal from workers.

Are you telling me the founders of Google, Facebook, Apple got rich by underpaying their workers and forcing them to get food stamps? No, they paid workers generously, and gave them free food at company cafeterias. These founders didn’t take from the company’s operating budget that was meant for payroll. They benefited from the appreciation of equity, and gave their employees access to the same equity appreciation.

What a dangerous way of thinking to claim that anyone who created value must have stolen it.