If you're an investor who has lost faith in $TSLA, I can't blame you. This is a company that used to see record sales every year, 50%, 80%, 100% year over year growth. That's a distant memory for investors now, with the last year of record deliveries being 2023.
You gritted your teeth and bit your tongue as you listened to your fellow investors cope. "Well, vehicle deliveries don't actually matter. Autonomy does" they said as the sales decline accelerated. "Amazing abundance!" they tweeted as Tesla posted its worst year of sales growth in the history of the company.
So I can't blame you, I really can't, for having doubts about whether this company is headed for explosive growth. Some people who still want to believe may be rude to you as you exit, or call you a moron. I called people who can't see the potential morons yesterday. But I'm sorry about that, and would like to apologize and wish my former Tesla bulls off with love. You're not insane for feeling something is off.
I'm probably the insane one for still buying. Maybe I'm just retarded, but I want to own more of this company. It could be blind hope, but based on everything I'm seeing it really looks like they're turning a corner and returning to growth. I mentioned that we haven't seen year over year sales growth since 2023. Last year, in 2025, Tesla delivered 153,097 units less than in 2024. For 2026, they've already delivered 117,346 more cars than they did in the first half of 2025. It looks likely that Tesla will post sales growth this year for the first time since 2023, and they've got a shot at 2026 being a new record sales year if they can deliver an average of ~485,000 cars in the second half of 2026 — just a bit more than what they delivered in the second quarter.
My car is driving me around like a work of art. It's smooth and precise, sophisticated and refined, and the safety is off the charts. It can react faster than I can and spot things that I missed. They have the best self-driving system in the world with the best unit economics. The world has not woken up to this at all, but they will increasingly with each new Robotaxi city and each new FSD drive.
Self-driving is finally starting to take off. For the first time, the majority (55%) of Tesla orders in North America ordered with the $99 a month self-driving option selected. 45% of paid self-driving users are now on the monthly subscription (as opposed to the legacy option of paying up front) and as more people move to the monthly subscription Tesla is about to cross $1 billion ARR from self-driving subscriptions. Self-driving is already a billion dollar business for them, and it's going to be a trillion dollar business.
Then there's the driverless Robotaxi service. I just tried it in Austin. It's really hard to not get excited about the future Tesla is building when you can call a driverless Tesla and have it drive you around Austin for an hour while you watch Netflix or play games on the front screen.
Then there's the Cybercab... the way they've hyper optimized this thing to be the lowest cost transportation option possible is absolutely refreshing in a world where the average marketed price of a new car is well north of $50,000. I think this is going to hit the market like a glass of ice water in hell. A $25,000 - $30,000 autonomous electric vehicles with no controls, that doesn't require any insurance — just a self-driving subscription.
Optimus and digital Optimus could be much bigger than the entire transportation segment for the company. We've seen frontier models get proficient in controlling our computers. Why couldn't they control a humanoid robot too? I think it's very obvious to everyone that they will inevitably be able to. As that happens, a general purpose robot will be in every home and every business. Sometimes several robots. Tesla is designing everything from the chips to the manufacturing to the models to work together like an Apple product. If they can take even a small % of this market and I think they will do extremely well, because it's a massive market.
But really, when you invest you're investing in the team. A lackluster team can take a great business and turn it into a struggling one, and a great team can take a struggling business and turn it into an incredible one (see: Apple). So the team is really the single most important thing to look at when buying any company.
I believe in Elon and his team. They have been executing like crazy lately. I can't be the only one who has seen it.
Elon didn't become the richest guy in the world by losing his investors money. When SolarCity had liquidity challenges and nobody was left to help, he made a deal with Tesla. When he was forced to pay $44 billion for Twitter despite his claim that the actual number of human users had been wildly inflated inflated, people thought investors were toast. Those shares are now publicly traded as part of SpaceX. I think Elon has a new plan to build a physical and digital AI giant to rival OpenAI and Anthropic in the race for superintelligence.
So I don't know, maybe I'm just an idiot. But I love these products, and they make my life so much better everyday. I just can't shake the belief that the world is going to want them too. Everyone needs autonomous transport, and everyone needs a robot to help them sometimes.
so the more $TSLA dips the more I'll buy. Maybe I'll lose all my money, but that's part of the fun. I just want the future this company is building. to all the other idiots who are still holding like me, we'll get through this together
People just don’t realize that if you check https://t.co/uXmFnU7L5M, FSD v14.3 has logged zero critical disengagements across 387 entries, 14 testers, 8 states/provinces, and 5,557 miles.
You do not have to agree with me on which applications are and are not corposlop to use Ethereum.
You do not have to agree with me on what trust assumptions are acceptable in which situations to use Ethereum.
You do not have to agree with me on political topics to use Ethereum.
You do not have to agree with my views on defi, decentralized social or privacy-preserving payments to use Ethereum.
You do not have to agree with my views on AI to use Ethereum.
You do not have to agree with my view that Berlin has the best food in Europe, suits and ties should be expunged from our culture, and YYYY-MM-DD is the best date format to use Ethereum.
And you do not have to agree with me on any one of those above things to agree with me on any other.
I do not claim to represent the whole Ethereum ecosystem. Ethereum is a decentralized protocol. The whole concept of "permissionlessness" and "censorship resistance" is that you are free to use Ethereum in whatever way you want, without caring about what I think, or even what anyone else in the Ethereum Foundation or even any Ethereum client developer thinks.
But on the flipside, if I say that your application is corposlop, I am not "censoring" you. This has always been the flip side of the grand bargain of free speech: I am not free to shut you down, but I am free to criticize you, much as you are free to criticize me.
In fact, it is *necessary* that we do this. The modern world does not call out for pretend neutrality, where a person puts on a suit and claims to be equally open to all perspectives from all of humanity and not have their own opinions. Neutrality is for protocols (like HTTP, like Bitcoin, like Ethereum), and neutrality within some scope is for some institutions. The modern world calls out for the courage to clearly state one's principles - including stating principles by pointing to negative examples, that is by criticizing the things in the world that are incompatible with one's principles - and work with those with aligned goals to build the metaverse within which those principles are taken as a baseline.
Such things inherently cannot be constrained to just the layer of the protocol: any principle you have will naturally lead to conclusions, not just about how the protocol should be built, but also what should be built upon it. Furthermore, any such principle will have consequences that go beyond technology, and reach into specific questions within the larger social world. This should not be avoided. Valuing something like "freedom", and then acting as though it has consequences on technology choices, but is completely separate from everything else about our lives, is not pragmatic - it is hollow.
The inevitable converse of this is that (i) a decentralized protocol must not be viewed as belonging to only one metaverse, and (ii) the borders of a metaverse are fuzzy: it is possible, and indeed it is the normal case, to align with any one on some axes and not on other axes.
Linux is a technology of user empowerment and freedom, Linux is also the base layer of a lot of the world's corposlop. It's almost certainly the base layer of many things that I think are good, and you think are bad, and vice versa. Hence, if you care about Linux because you care about user empowerment and freedom, it is not enough to just build the kernel, we must also build a full-stack ecosystem compatible with those values, and explicitly accept that this is not the only way that people will use Linux, but it is one way that must be built and must be available. Ethereum is similar.
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