Tesla Time

나는 느리지만 시행착오를 통해서 계속 발전한다.

Simple is Best!

[Tesla Time @superrichj]

"부자가 되고 싶다면 시장에 피가 흥건할 때 매수하라!"

[Shanaka Anslem Perera ⚡ @shanaka86]

Four days after going public, SpaceX used its brand new stock to buy a $60 billion company that has never built a rocket.

Cursor writes code. The internet thinks Elon overpaid for a text editor. It is missing what actually changed hands.

Cursor is not an editor. It is the layer where software actually gets made. It reads the codebase, proposes the change, runs the test, opens the pull request, and learns from every edit a human accepts or rejects. More than a million engineers already work inside it, and it pulls in about $2.6 billion a year doing it.

He already owned most of the stack. SpaceX has the compute. It folded xAI in back in February, so it has the models. It has rockets, satellites, factories, and a robot program, all of them running on software. The one piece missing was the place where that software gets written. Now he owns that too.

Coding is the perfect school for an AI, because the grade is objective. The test passes or it fails. The build compiles or it breaks. Every developer working in Cursor is teaching Grok how to engineer without meaning to, and that feedback loop is the real asset. The editor is just where it lives.

Mars is downstream of this, not the reason for it. Nobody is letting an AI push flight code to a rocket unsupervised. The bottleneck to building anything at planetary scale was never the rocket. It was engineering throughput across ten thousand software systems, and Cursor is the multiplier on all of them.

The whole bet rests on one choice. Keep Cursor open to every model and let Grok earn its place, and it is the smartest thing Musk has bought in a decade. Force Grok in before it is the best, and the trust that makes Cursor worth $60 billion walks straight out the door.

The editor was never the point. He bought the machine that turns intent into working software, for every machine the empire builds next.

The piece works out what he builds with it.

Congrats Legend!

[SpaceX @SpaceX]

SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models.

For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon.

We look forward to working closely with the Cursor team to advance our frontier AI capabilities

[Tesla Time @superrichj]

빨리 진행하는군..

[Tesla Time @superrichj]

자. 이제 $SPCX 가 인수한다던 회사 몸값이 얼마랬지?

[DogeDesigner @cb_doge]

BREAKING: SpaceX is acquiring Cursor in a $60 billion all-stock deal.

• Cursor is being valued at $60 billion
• Cursor will become a wholly owned SpaceX subsidiary
• Cursor shareholders will receive SpaceX Class A shares
• The exchange ratio will be based on SpaceX’s 7-day average share price before closing
• Subject to regulatory approvals and customary closing conditions
• Expected to close in Q3 2026

Cursor is one of the world’s leading AI coding platforms and one of the fastest-growing software companies. This marks one of the largest AI acquisitions ever and significantly expands SpaceX’s footprint in AI.

[Chapo @ChapoGrimey]

$BB earnings confirmed for next week. Thursday!

Most people on the timeline have gone quite about it, but people aren't pricing in QNX and what the OS is doing.

Buying under $10 is a no brainer especially after the $NVDA deal inviting QNX to incorporate it into there Thor Chips.

The broader cybersecurity and secure communications businesses add defensive stability, while the shift to high-margin software has transformed the company's economics. With shares still trading under $10, the market hasn't fully priced in this multi-industry expansion into physical AI, edge robotics, and autonomous everything especially as NVIDIA's ecosystem pulls QNX even deeper into the future of compute. Earnings could be the spark that wakes everyone up: beat-and-raise potential, forward guidance highlighting these partnerships, and a valuation that screams asymmetry for patient bulls. Buying here feels like getting in on the infrastructure layer of the next industrial revolution before the crowd piles in.

On top of that, BlackBerry IVY continues to gain serious traction as the intelligent vehicle data platform, enabling automakers to harness sensor insights for new services, faster feature development, and monetization opportunities already powering digital cockpits and connected vehicle innovations with partners like Bosch, PATEO, Mitsubishi, and more. QNX is in over 270 million vehicles globally and growing, providing rock-solid recurring revenue and a moat in automotive that legacy players can't easily

please sell me your $BB as i will be absorbing it all and enjoying every dip given :)

[Tesla Time @superrichj]

[삼성증권]<미국 마감지수 안내>

미국 마감지수 (06월 15일)
다우 : 51,671.03 (+0.92%)
나스닥 : 26,683.94 (+3.07%)
S&P500 : 7,554.29 (+1.65%)

[Tesla Time @superrichj]

EPA 인증은 "차를 팔고 도로에 내보낼 수 있는" 문을 열어준 거예요. 진짜 영업 블로커는 주별 무인 유상 서비스 허가 + FSD 신뢰도입니다.

Texas처럼 규제가 유연한 곳에서는 올해 안에 상당히 진행될 가능성이 크고, 다른 주는 2026~2027년에 걸쳐 확대될 거예요.

-grok

[TESLARATI @Teslarati]

🚨 BREAKING: Tesla Cybercab has received an EPA Certificate of Conformity

This verifies that a specific class of vehicle, engine, or equipment meets all federal Clean Air Act emission standards before it can be legally sold or introduced into U.S. commerce.

[Teslian @TeslianGen2]

테슬라 사이버캡이 드디어 EPA인증을 받음.
이게 얼마나 큰 의미인지 짧게 요약함.

- EPA(미국 환경보호청) 인증은 차량이 미국 공공도로를 달리기 위해 거쳐야 하는 필수 관문임. 이 과정을 통과했다는 건 설계가 완료되고 양산에 필요한 최종 기술 데이터가 검증되었다는 의미. (공식 출시 임박)

- 소비자에게는 가장 신뢰할 수 있는 수치 확보

- 상업적 판매 허가. 단순히 달릴 수 있다는 것을 넘어, 미국 시장에서 차량을 정식으로 판매하고 등록할 수 있는 자격을 얻었다는 결정적 신호.

[Sawyer Merritt @SawyerMerritt]

New information about @Tesla's Cybercab has been revealed in public EPA documents.

• Front-wheel drive
• Battery capacity: ~48 kWh
• 219 horsepower
• Curb weight: 3,113 lbs
• GVWR: 3,730 lbs
• Motor power: 163kW
• Voltage: 326v

Equivalent All Electric Range is listed at 418 miles, with 375 miles of highway range, but the final EPA range rating is usually a decent bit lower. Tesla has previously stated the Cybercab has about 300 miles of range.

Filing: https://t.co/pyZCyl7pcm

[Teslaconomics @Teslaconomics]

Tesla is about to flood the market with Cybercabs

[Sawyer Merritt @SawyerMerritt]

55 Cybercabs in Dallas, Texas. These things are really stacking up now.

102 Cybercabs were spotted at the outbound lot at Giga Texas yesterday, so a lot more are continuing to be shipped around the U.S. The testing continues!

[Travel Invest @travel_invest]

🚨 Ron Baron, SpaceX에 또 $10억 추가 매수!
총 보유액 **$250억** 돌파 🔥

Baron Capital의 Ron Baron이 CNBC에서 밝힌 내용입니다.
지난 금요일에 **추가로 10억 달러**를 SpaceX에 투자했다고 공식 확인했습니다.

현재 Baron Capital의 SpaceX 보유 규모는 약 **250억 달러**.

Baron은 여전히 초강세론자입니다:
**“우리는 수백억 달러를 벌게 될 것이다.”**

한 명의 장기 투자자가 보여주는 가장 강력한 신뢰의 증거네요.
SpaceX가 진짜로 그만한 가치를 만들어낼 수 있을까요?

여러분은 SpaceX valuation을 어떻게 보시나요?
댓글로 의견 남겨주세요 👇

[Sawyer Merritt @SawyerMerritt]

A record 102 Cybercabs spotted today at the outbound lot at @Tesla's Giga Texas factory.

[Elon Musk @elonmusk]

@JonErlichman I think SpaceX might be able to reach approximately $1T revenue in 2030

[Teddy - PolyBackTest.com @Bitcoin_Teddy]

ELON MUSK: “I'm not going to be promoting crypto, at most, in a joking way. If you see me pumping crypto, it's not me. I do think there's merit in Bitcoin. I've sort of got a soft spot for Dogecoin because I like dogs and memes."

[DWY @danieldwyoo]

삼성전자와 SK 하이닉스의 Valuation을 보고 있으면, 한국 증시와 대한민국의 미래가 밝다는 것을 느끼게 된다. 우리는 정말 감사한 시대에 살고 있다. 향후 코스피 지수와 대표 2 종목의 고점이 얼마가 될 지 진심으로 궁금해진다. 특히 SK 하이닉스의 8월 미국 ADR 상장을 감안하면 두근거림을 느낀다. 이번 스페이스-X의 상장은 SK 하이닉스의 고점을 더욱 높여줄 가능성이 높아 보인다. 모두들, 꼭 글로벌 성공투자하시길...

[Eric Daugherty @EricLDaugh]

🚨 JUST NOW: Sen. Mike Lee comes out in FULL OPPOSITION to Democrats' plan to tax Elon Musk's net worth at 5%

LEE: "It’s Elon’s money. He can use it as he pleases. It’s not yours. It’s not the government’s. Socialist impulses kill innovation and economic growth." 💯

What an INSANE proposal!

These Marxists don't realize what a DISASTER a net worth tax would be, or they DON'T CARE.

I'd rather Elon keep the money than a Democrat who gives it to fraudsters and pirates! 🇺🇸

@BasedMikeLee @elonmusk

[BioMan🪙 @ganziboy11]

젠슨황에 이어 일론 머스크도 강조하는 인성

똑똑한데 이기적인 직원들은 대부분

1. 조직 분위기를 망치거나
2. 수 틀리면 바로 나가거나
3. 최악의 경우 회사 약점을 잡고 카운터를 날리기도 함

CEO 입장에서는 리스크 덩어리임