te_ski_LA 🚗⛷️🌇

The three things I love. Tesla, Ski, LA. FSD beta, skiing ⛷️ , surfing 🏄‍♂️, Travel and chase sunsets 🌅

[Tesla Owners Silicon Valley @teslaownersSV]

Born without hands.
25,000+ miles… most of them on FSD.

@real86hands just shared how Tesla Full Self-Driving has completely changed his life.
One button.

Hands free.

Smile on his face every single time he gets in the car.

This is what the technology is actually for.

[Whole Mars Catalog @wholemars]

People are not that creative. They look to the past instead of thinking about what the future is.

Tesla had success with the smaller more affordable Model 3? Great, let’s make an even smaller and more affordable “Model 2”.

Oh wait, a car that’s even smaller kind of sucks.

The bigger version of the Model 3 (Model Y) is selling well? Okay, let’s build an even bigger 3 row SUV. Which would be great but would be very US centric whereas Model Y was successful because it was a global product.

[Sawyer Merritt @SawyerMerritt]

Think about this, the 7+ year old Teslas with AI3 that are now getting FSD V14 Lite have a more capable self-driving system than any brand-new non-Tesla car currently sold in North America.

Pretty wild.

[Brivael Le Pogam @brivael]

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement.

Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans.

D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné.

Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète.

Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA.

SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable.

Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler.

Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même.

Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs.

Achetez de l'optimisme. C'est encore sous-valorisé.

[Yun-Ta Tsai @yunta_tsai]

The core missions of Elon’s companies are always about maximizing the agency of humans.

If you have trouble driving, the car takes you where you want to go safely.
If you need care, Optimus will be there.
If you want to avoid traffic, there is Boring.
If you need connectivity, Starlink provides it.
If you want to go to space, Starship lowers the barrier to entry.
If you are paralyzed, Neuralink restores your agency.
If you want to be heard, X is there for your voice.
If you want to build something, Grok Build realizes your ideas.

By doing so, it inspires others to build. I am inspired to create a world where my kid has better access to agency than I do.

[Elon Musk @elonmusk]

@XFreeze Neuralink is a much bigger breakthrough than most people realize.

Enabling people to control a computer with their mind and the completely blind to see are Jesus-level miracles.

[Dillon Loomis @DillonLoomis]

Tesla: profitable
Waymo: not close to profitability

Tesla: over 10B+ miles driven autonomously
Waymo: over 200M miles driven autonomously

Tesla: charging ~50% the cost of Waymo
Waymo: charging ~2x more than Tesla

Tesla: makes 35k autonomous cars/week
Waymo: makes 0 autonomous cars/week

It may develop on a longer timeline than we expected, but this really only plays out one way over time $TSLA

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

Optimus remembers me and gives flying kisses.. 🤖
@Tesla_Optimus

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

@FutureAZA 2018 M3
200,000 miles
Didn’t change and still running fine.

[Tesla @Tesla]

FSD Supervised isn’t limited to select highways or specific conditions – it works wherever it’s available

It can handle your daily commute or drive you across the country

[Tesla @Tesla]

You’ll tell your kids about driving yourself the same way your parents told you they walked to school in the snow

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

Summit views from top of Mammoth Mountain. 11,053ft elevation

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

Heavenly views @skiheavenly

[Alexander Kristensen @AlexanderKr]

The evolution of Autonomy

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

There’s no other way to know this unless you experience it.. #Tesla

[Elon Musk @elonmusk]

@iliketeslas Yup

[Elon Musk @elonmusk]

@pbeisel Roughly 10 billion miles of training data is needed to achieve safe unsupervised self-driving. Reality has a super long tail of complexity.

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

Over the clouds
@skiheavenly

[te_ski_LA 🚗⛷️🌇 @te_ski_la]

First day @BigBearMtResort
#bearmountain
#Bigbearlake

[Captain Eli @TheCaptainEli]

2007A 36-year-old Elon Musk sits down for a quiet PBS interview and says, almost casually:

“The most important thing we can do for the future of consciousness is to become a multi-planetary species… Everything else pales in comparison.”

He then predicts, with zero hype:

•Fully reusable rockets that land like airplanes
•Electric cars that outperform gasoline in every way and go mass-market
•Solar + batteries becoming the cheapest energy on Earth
•Humans on Mars and a self-sustaining city there

Jeff Bezos was already the richest man on Earth in 2007.
He started Blue Origin in 2000 with the exact same “multi-planetary” dream.

18+ years later:
Blue Origin has flown exactly zero orbital missions. New Glenn still hasn’t launched. No reusable booster has ever landed. No Mars plan with dates.

Elon?
•Falcon 9 boosters have landed 400+ times
•Starship (bigger than anything ever built) is flying
•Tesla sells 2 million cars a year and is worth more than the rest of the car industry combined
•Solar + batteries are now the cheapest electricity source in history
•First uncrewed Starships to Mars: 2026–2028. Crewed: late 2020s/early 2030s — exactly the timeline he gave in 2007
The vision never wavered. Not once.

The enthusiasm is the same calm, burning conviction you hear in that 2007 clip today.

The determination? He went personally bankrupt in 2008 keeping SpaceX and Tesla alive with his last dollars.

Almost 20 years later, every single “crazy” prediction from that interview is either already reality or on schedule.

This is what relentless execution looks like.

Watch the 2007 interview (25 minutes that aged like fine wine):

He didn’t just dream about the future.

He scheduled it. And showed up.

[Whole Mars Catalog @wholemars]

In 2014, Elon Musk was asked whether he would stay on as the CEO of Tesla, given that he had his plate full with two companies. (Ten years ago, running 2 major companies was seen as a lot for Elon)

He said that he would stay for 4 or 5 years, through 2018 - 2019, to see the ramp of the Model 3 through to completion.

After Elon and his team successfully ramped the Model 3 to profitability (which by the way everyone also said was impossible), Elon was supposed to leave and choose a new CEO to run Tesla.

Instead, we got the revolutionary 2018 compensation plan that retained Elon as CEO for the future by offering him stock options if he could take Tesla to heights that were considered "laughably impossible" by the media at the time.

Against all odds, Elon achieved every single goal in the plan, and Tesla hit a $650 billion market cap. And it didn't stop there, as we all know.

Elon stayed as CEO long past when his tour of duty was supposed to be over, and made Tesla a global success story. Then courts struck his comp plan down.

Most CEOs would probably leave at this point. You offered me stock options so I would stay on as CEO, the plan got invalidated... why am I still dealing with the daily headaches and insane drama of running this company? But Elon is not most CEOs. He cared about his shareholders, and he stayed and made sure their investment was protected. And shareholders have done very well.

Tomorrow, at Tesla's 2025 shareholder meeting, we have a chance to retain Elon for the future, make sure he has control of the company — not Wall Street — and right the wrongs of the 2018 plan. Elon kept his end of the deal for us, let's keep up our end of the deal to him. If we don't, we will realize as we face the impossible task of replacing him just what someone like him is worth.

That's why I'm voting yes today with every $TSLA share I own. Who else is with me?