Tim McCollough @DriverlessR
Driverless Investing Finding Win-Win-Wins $TSLA (since 2016) $RKLB (2021) $DUOL (2022) $FOUR (2024) $KRUS (2019-2024) $CF (2023-2025) timmccollough.substack.com Austin, TX Joined July 2018-
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"Crypto natives" "AI natives"
Improving our leaders (who determine our policies) is the lowest-hanging fruit on Earth. Politics as a "drag" on civilization is a great way of putting it.
Improving our leaders (who determine our policies) is the lowest-hanging fruit on Earth. Politics as a "drag" on civilization is a great way of putting it.
I think we now know the ROI was excellent. Thus AI capex supercycle #2 incoming....
I think we now know the ROI was excellent. Thus AI capex supercycle #2 incoming....
more people now agree Tesla is an AI company
still holds up 👇
still feels right 👇
selling all my "vibes" shares holding my "energy" shares buying more shares of "culture"
selling all my "vibes" shares holding my "energy" shares buying more shares of "culture"
Replit Agent 3 has cut out the middleman. Old Way: Tim: ChatGPT, what's the best prompt for this? ChatGPT: {creates efficient prompt} Tim: {copy/pastes prompt into Replit} Replit: {codes it} New Way: Tim: Replit, this is what I want Replit: {codes it} A++++++++
Replit Agent 3 has cut out the middleman. Old Way: Tim: ChatGPT, what's the best prompt for this? ChatGPT: {creates efficient prompt} Tim: {copy/pastes prompt into Replit} Replit: {codes it} New Way: Tim: Replit, this is what I want Replit: {codes it} A++++++++
This is mind-blowing. Norway has gone from essentially ZERO sales of non-emitting Battery Electric Vehicles to *94%* of new passenger vehicles sales. In about 13 years! Incredible.
Hashtags, @LuisvonAhn? really? suggestion: give the social media job to a bunch of ppl, let them each get a series of posts, see which ones get most engagement.
Hashtags, @LuisvonAhn? really? suggestion: give the social media job to a bunch of ppl, let them each get a series of posts, see which ones get most engagement.
And it better not until Tesla gets a nice buy-in price. I'd still rather Tesla first invest in @boringcompany before xAI but it loos like xAI investment is a fait accompli.
And it better not until Tesla gets a nice buy-in price. I'd still rather Tesla first invest in @boringcompany before xAI but it loos like xAI investment is a fait accompli.
Meta AI demo fail vs Cybertruck demo fail Cybertruck = the ultimate visual. Breaking glass + Elon's "OMFG" brought even more publicity. Windows can't stop bullets highlighted that the steel exterior can. Meta AI visuals = awkward demo guy + embarrassed Zuck cc: @lulumeservey
Meta AI demo fail vs Cybertruck demo fail Cybertruck = the ultimate visual. Breaking glass + Elon's "OMFG" brought even more publicity. Windows can't stop bullets highlighted that the steel exterior can. Meta AI visuals = awkward demo guy + embarrassed Zuck cc: @lulumeservey https://t.co/RKUHRwx0EG
Starlink is a cash geyser. SpaceX cash flow positive = Elon cash flow positive. Elon never lets cash sit idly. And Larry Ellison just showed the power of repurchasing shares. Elon's mission is to make us multi-planetary. Expanding his wealth increases the odds of it happening.
People seeing their friends, co-workers, and neighbors driving electric cars is the single biggest factor that accelerates demand. For this reason, demand pull-forward is a good thing. USA is ever closer to crossing the chasm.
People seeing their friends, co-workers, and neighbors driving electric cars is the single biggest factor that accelerates demand. For this reason, demand pull-forward is a good thing. USA is ever closer to crossing the chasm. https://t.co/NmokFlEZnX
if it's not relevant when Dan Nathan is bearish, it's not relevant when he's bullish.
if it's not relevant when Dan Nathan is bearish, it's not relevant when he's bullish.

turing_hamster @turing_hamster
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coipdfty @coipdfty
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,:'. @alc_20_22_
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ML Invest @pienuthome
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REEVE MUSK @Reevemusk_LKJ
90 Followers 5K Following Building a sustainable future through innovation and exploration. CEO of Tesla and SpaceX."
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63 Followers 103 Following I'm a software engineer :) and a wannabe surfer girl
polliany elizabeth @eliza_polly
573 Followers 2K Following Co-founder of Future Ventures and DFJ, supporting passionate founders to forge a better future. Early VC investor in Tesla, SpaceX, Planet, Commonwealth Fusion.
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216 Followers 5K Following from Elon Musk's management team. If I reach out to you, you're a lucky fan with a chance to meet Elon 🚀
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CEO OF TESLA AND X �... @Elun_musk0174
56 Followers 3K Following “Persistence is very important. You should not give up unless you are forced to give up.”
dat_hooman @dathoomanacct
165 Followers 525 Following If you’re not working to produce, you’re just taking and wasting. It’s better if what you produce solves a problem.
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Vlad Saigau @VladSaigau
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10K Followers 7K Following I buy really good companies. 600,000+ subscribers on YouTube. Follow The Joseph Carlson Show.
$307Fool (AKA Matt Ha... @307Fool
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22K Followers 27 Following Lead Space Operations Engineer at @SpaceX, Mission Specialist & Medical Officer on Polaris Dawn, Former Space Station flight controller, Proud wife and mom!
Robo Tracker @robotrackerapp
3K Followers 9 Following Follow the robotaxi race between Tesla, Waymo and Zoox.
Ryan Caton @dpoddolphinpro
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Justin Skycak @justinskycak
21K Followers 185 Following Chief Quant, Dir Analytics @_MathAcademy_ I do our algo-heavy infra: AI expert system, knowledge graph… ✍️serious upskilling 🔊"Sky-zack" 🪫wish I cd reply more
turing_hamster @turing_hamster
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Michael Wiggins De Ol... @MichaelWigginsO
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Semil @semil
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@gerry (with/dhh) @Gerry
1K Followers 925 Following I Simplify. Personal belief: I support you being free to be yourself, so long that that doesn't involve preventing others from doing the same.
Gordon Daugherty @gordondaugherty
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Data Driven Investing @DataDInvesting
50K Followers 622 Following Opinions are noise, data are evidence. Father of 5, husband, engineer, and equities analysis. All tweets are my own and not financial advice.
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1K Followers 490 Following Foolish investor, health coach, abundance mindset advocate. Sharing my thoughts on money and life. https://t.co/YVL0fxMNkJ
Brick Suit @Brick_Suit
314K Followers 2K Following AMERICA FIRST - Commentary, memes, news, analysis, and opinion related to American politics, culture, & Americana. Allergic to bullcarp. Not tired of winning.Ed Viesturs @EViesturs
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AKIRA THE DON @akirathedon
35K Followers 503 Following 🌊 Creator of the Meaningwave®️ Universe 🎶 Transmuting the wisdom of the ages into music ⬇️ Start listening & level up your life https://t.co/TFcCrjsbVK
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