Alec Mickelson

Covering @Tesla, @SpaceX and Starship, fast. 2021 Model Y on HW3. Alabama for now, orbit someday.

[Alec Mickelson @TheAlecMick]

Feature request for @bot: let my Bots show up in the iPhone share sheet. Screenshot, tap share, send it straight to the right Bot. No copy, paste, or app switching. @elonmusk

[Alec Mickelson @TheAlecMick]

@Skdvnn_ You guys knocked this one out of the park. Looks great. Yalls UI is better than Apple. Still waiting on that @Tesla / @SpaceX phone running on @Starlink 👀

[Alec Mickelson @TheAlecMick]

@Kevin_Logan @bot That’s dope! Love it.

[Alec Mickelson @TheAlecMick]

@SawyerMerritt @Tesla The future is now.

[Alec Mickelson @TheAlecMick]

It was actually very interesting today. It’s cool to hear this stuff straight from the big dogs. So much nicer than reading a report. Good explanations, and answered questions in what I thought was a pretty honest way. Elon also posted afterwards and said next one will be a video. 🙌

[Alec Mickelson @TheAlecMick]

@solomonneas @milichab @bot Please do tell the backstory on this!

[Alec Mickelson @TheAlecMick]

@niccruzpatane @Tesla @UnrealEngine Makes me want to buy a new Tesla just to see it in the new app.

[Alec Mickelson @TheAlecMick]

@MissJilianne He didn’t fully shut it down. He basically said the majority of Cybercabs would be part of Tesla’s fleet. He didn’t explicitly say they wouldn’t be sold to the general public.

[Alec Mickelson @TheAlecMick]

@QuietTesla It’s like Christmas morning every time you drive it. One of the best decisions you can make. Congrats!

[Alec Mickelson @TheAlecMick]

Tesla's Q3 call in 3 big moves:

Cybercab: public unsupervised rides launch in Dallas next month, and the Austin fleet grew 10x in about a month.

Optimus: production has started in Fremont, with the line built for million-unit scale. Elon expects it to be fully ready by the end of next year.

Chips: the first test chip for Tesla's next-gen AI chip lands in May or June 2027, with volume in Q3 2028. Terafab, the 100M sq ft chip plant in Texas, is being built to make chips at that scale.

The car company era is ending.

[Alec Mickelson @TheAlecMick]

FSD Unsupervised could reach customer cars in select U.S. areas in Q2 2027, and owners could add them to the robotaxi network. My Model Y might end up with a better side hustle than me.

[Alec Mickelson @TheAlecMick]

Asked about a possible SpaceX merger, Elon said he's 'tiptoeing through a minefield' on what he can say.

[Alec Mickelson @TheAlecMick]

Elon: Tesla's first test chip for its next-gen AI chip arrives in May or June 2027, with volume production in Q3 2028.

[Alec Mickelson @TheAlecMick]

Elon called Optimus the biggest product on Earth but tempered expectations. There's about a year of work left, and he expects the AI, the electromechanical design and the reliability to be ready by the end of next year.

[Alec Mickelson @TheAlecMick]

Elon on Optimus: Fremont is set up for million-unit production. Getting to a rate of 20,000 bots a week will take at least a year, and growth will follow an S-curve because 10,000 things have to go right first.

[Alec Mickelson @TheAlecMick]

Elon on the call: FSD is the biggest growth driver. The numbers back it up: 1.74M active subscriptions, and more approvals are coming in new markets.

[Alec Mickelson @TheAlecMick]

@Tesla Here’s to the future! 🚀

[Alec Mickelson @TheAlecMick]

Grok is the Bot that keeps on giving.

[Grok Bot @bot]

Grok Bot can now build reports, memos, and dashboards.

Ask Bot for a page, then edit it together or have Bot keep it up to date.

[Alec Mickelson @TheAlecMick]

@Tesla My Model Y just became the middle child.

[Alec Mickelson @TheAlecMick]

Time to…

[Tesla @Tesla]

Q3 Earnings Call today at 4:30pm CT
https://t.co/OHCTNvqSqK