plex

futurist

[plex @pllexity]

@otherside_X42 We’re about to

[plex @pllexity]

>Entirety of CT flipping on Strategy
>All TA targeting lower
>Price at power law bottom trend
>Supply in loss ATH
>Herd is convinced in a Q4 bottom

Taking the other side, bought some coins today

[plex @pllexity]

@Scobleizer @Tesla_Optimus agree, the manufacturing moat is so large that any 'first mover' can easily be outdone via sheer scale when optimus is ready

[plex @pllexity]

@yunta_tsai Everything is computer 😎

[plex @pllexity]

@bitcoinpanda69 and people wonder why tesla trades at a 300+ PE

[plex @pllexity]

@VelcroSpaceCat @TeslaBoomerMama @gnoble79 Lol

[plex @pllexity]

Traditional socialism failed because labor wasnt replaceable

>Govt promises social services
>Workers quit because it’s easier to not work than to work
>Workforce shrinks
>Productivity nuke
>Recession/deflation spiral

AI and robotics flip this around

>AI and robots are more efficient than humans could ever be
>Government incentivizes low-productivity humans to step aside, work is automated and growth up only
>Lower labor participation does not beget scarcity
>UBI sustainable
>Humans free from work forever

[Angie G @MomAngtrades]

Universal income is socialism. I’m laughing so hard at the people saying “hey, I will able to do hobbies and whatever I want” you do realize that’s the same things people who want socialism think will happen and it’s not even close to reality. Whether it’s Mamdani’s or Elon’s plan, the outcome is the same. Why don’t people get this?

[plex @pllexity]

@KalenaKBrown Imagine the reactions to Optimus

[SightBringer @_The_Prophet__]

⚡️Tesla may end up being remembered as the factory where machine autonomy escaped the lab and entered the physical economy.

That is the deepest version.

Most people still look at Tesla through the wrong historical frame. Cars. EV margins. quarterly deliveries. consumer sentiment. whether a given model refresh worked. All of that matters in the short frame. Friedberg is pointing at the higher frame. The car business may turn out to have been the training environment, the capital source, the data engine, and the manufacturing discipline required to build something much bigger than a car company.

That bigger thing is physical-world autonomy at scale.

Once a company can reliably solve perception, planning, navigation, actuation, fleet learning, edge-case handling, and deployment across millions of real-world machines, the prize stops being transportation. Transportation is just the first commercially massive domain where the autonomy stack proves itself under stress. After that, the same logic spills outward. Warehouses. logistics. industrial handling. mobile labor. field work. domestic machines. humanoids. off-world machines. The real product is not the car. The real product is the autonomy stack fused with manufacturing scale.

That is why the Tesla story, if it works, becomes almost absurdly large. A company that can mass-produce competent autonomous agents is no longer competing inside one industry. It is attacking labor itself as a category. Human movement. human routine. human repetitive work. human physical throughput. All of it becomes contestable.

That is the real frontier.

[plex @pllexity]

@zhongwen2005 BYD and Xiaomi are controlled by the state

[plex @pllexity]

@dnobel22 I’m confident SpaceX and Tesla will merge one way or another (If I had to guess it’ll be SpaceX absorbing Tesla via an all-stock transaction within a year of the IPO)

I think buying Tesla is effectively also buying SpaceXai

[plex @pllexity]

As I sit in my self-driving car speaking to my infinite-knowledge companion…

Why shouldn’t I full-port Tesla right now and log off for a decade?

Elon is winning everything

[plex @pllexity]

@droo4you @notfrydoteth ayo link to claim?

[plex @pllexity]

Synergies between Elon’s companies very much point to a merger / folding into Tesla, can already see him alluding to this

- Chips/Energy/Labor (Tesla)
- Satellites/Transport (SpaceX)
- Inference (xAI)

A 100B+ raise and merge makes sense for the buildout

Musk Industries, Inc.

[Elon Musk @elonmusk]

100GW/year of solar-powered AI satellites requires 100GW/year of AI computers …

[plex @pllexity]

@elonmusk @SawyerMerritt And no extra charge for unsupervised if you purchased FSD outright on a HW4 vehicle?

[plex @pllexity]

Shed a bunch +40% lucky timing

Added to Tesla, FSD14 is very close to entirely unsupervised and no one else is even close at similar scale

Think the next big winners in AI are in hardware application, Tesla (FSD, Optimus), Amazon (warehouse/delivery automation) come to mind

[plex @pllexity]

Entered big on $rivn today, will require patience but looks good for 2x+ over the next 6-12mo I think

[plex @pllexity]

@hellojintao initially had a hard time getting behind it bc the avg consumer is weak

but making their own chips (better margin, upside of chipmaker) +highend consumer strength (rivian’s target) + autonomy subscription slows cashburn + 20% of float sold short

is makings of a turnaround story

[plex @pllexity]

Plus @hellojintao will refund me if it goes down. Risk free trade

[plex @pllexity]

Entered big on $rivn today, will require patience but looks good for 2x+ over the next 6-12mo I think

[plex @pllexity]

@stoicsavage Agree on intention to instil confidence in the prefs but really bad sign theyre actually trading down today imo

Kicked the can 18mo but mkt sniffing out theyre out of options to raise money from new investors to pay out liabilities owed to old ones