A conversation with @elonmusk about Starship! Thanks for getting nerdy with me about aerospikes👌. We should definitely talk about more stuff like those heat shields and stuff next time! https://t.co/JD1zTcvwlm
SpaceX will…
1 - prove credible path to $100B or more high margin starlink revenue
2 - completely dominate upmass to space as a commercial entity over a decade.
3 - vertically align complete AI stack via SpaceXai merger, Terafab plans and Cursor deal
4 - prove literal out of this world hyperscaler business with Anthropic deal, ODC plans and FCC work.
5 - probably nail the Starship V3 flight 12 proving the path to massively scaled rapid reuse.
And after all that the performative skeptics will still try to blame financial engineering for big valuation while socialists chant “no one can possible earn a trillion dollars” against Elon trying to distract their followers from all this value creation.
First (supervised) FSD approval in Europe!
Congratulations to the Tesla team and thank you to the regulatory authorities in the Netherlands for all the hard work required to make this happen.
Tesla self-driving saves a lot of lives – the statistics are unequivocal.
That doesn’t mean it’s perfect, of course.
Even when we improve safety 10X, saving 90% of the million lives lost in auto accidents every year, Tesla will still get sued for the 10% who did die. The 90% who are still alive mostly won’t even know that Tesla saved them.
Nonetheless, it is the right thing to do.
If FSD (Supervised) gets approved in the Netherlands in a few weeks, Europeans with AI4 Teslas will be going from Autopilot to FSD V14 overnight. That’s going to be a wild jump in capability lol. Can’t wait to see all the reaction videos.
🚨🇺🇸 Tesla's first Cybercab just rolled off the Austin production line.
No steering wheel. No pedals. Pure autonomy.
This is the first production vehicle in automotive history designed to be driven entirely by AI.
Mass production starts in April, with Elon aiming for 2 million units annually at under $30k each.
Elon: "There's no fallback mechanism here. Like this car either drives itself or it does not drive."
Tesla scrapped 2 other models to go all-in on this vision.
The Cybercab will power Tesla's Robotaxi service and marks the company's complete pivot from traditional automaker to AI and robotics powerhouse.
This is what betting on the future looks like.
Source: @elonmusk, WSJ
When things go differently than you expect, update immediately. Abandon assumptions that are debunked by reality.
Don't be afraid to be "inconsistent" with your prior self.
There is no virtue in being consistent and wrong.