I asked @TeslaBoomerMama, if the next group of shareholders only understood one thing about why Elon Musk’s mission matters, what would you want that to be?
From Gail’s Tesla podcast on 𝕏
Alexandra and I discuss what we wish more people understood about Elon Musk. This was my favorite and most heartfelt question.
From Gail’s Podcast on 𝕏 with @TeslaBoomerMama
If you’re a world-class chip design or production engineer, consider joining SpaceX or Tesla.
How cool would it be to iterate on designs and customize production machines at lightning speed?
Elon Musk wants to do 10 chip designs a year with Terafab compared to 1 every 2 years:
"The advancement of any given technology is how many iterations, and how much progress per iteration. How many chip designs can you do, make and test in a year? These days it's typically 2
Thanks, Peter! This is the beginning of the end for destructive wildfires. In a country that loses ~$500B every year to wildfires, even tiny gains make for huge savings, to say nothing of the incalculable value of lives and homes.
If ANY other auto company put Grok Bot in the car the way Tesla just did, it would be a MAJOR launch event... probably with a stage set up, a 40-minute presentation, with people flying in around the world to see it.
For Tesla, they just posted a video for the launch today.
Grok in your Tesla can now do real work for you, hands-free, and you never need to pick up your phone. Now your Tesla can do everything your Grok Bot does, just with your voice... like clean your email, order a coffee, book an appointment, literally whatever you can do today on a computer... you just say it. And it's the same Grok voice already in your Tesla.
You didn't need to buy a new Tesla for any of this... just with a software update, your Tesla does more for you now. Grok Bot in your Tesla just multiplied everyone's productivity during the ride.
Tesla just took back more than half the US EV market
52% of the US EV market, up from 43%. Every third EV sold in America this year is a Model Y.
Honda, VW and Ford killed their EVs. GM is phasing out the Bolt for gas cars.
And on October 1 in Waco, Tesla unveils the Roadster.
Nobody else in the industry is coming anywhere close to this level of excitement and innovation.
Writer: Daniel
x.com/CodingMark/sta…
@TalulahRiley I’ve seen quite a few technologies develop, but none with this level of risk. AGI is significantly higher risk than nuclear weapons, in my opinion.
Super smart humans have trouble imagining something vastly smarter than themselves.
Biggest warning I’ll give Tesla shorts right now.
This time, you’re probably not going to get fucked by some classic short squeeze.
You’re going to get fucked by being wrong about what Tesla becomes next.
Look at the latest short-interest tape.
As of the Aug 14 settlement:
• 69,196,896 $TSLA shares short
• ~2.2% of the float
• 2.15 days to cover
• ~$23.7 BILLION worth of stock short
And the important part is that…
Short interest peaked at 79.1M shares on June 30.
So roughly 12.5% of those shorts had already been covered by August 14.
So no…
I’m NOT sitting here telling you that shorts are trapped.
That’s not my thesis.
My thesis is actually much more dangerous for a long-term Tesla short.
What if they’re simply wrong?
Wrong about autonomy.
Wrong about Robotaxi.
Wrong about Cybercab.
And ultimately wrong about what Tesla’s earnings power could look like if this scales.
Bc I’ve now watched this story go from something people laughed at…
to something I personally rode in.
My first Tesla Robotaxi ride in Austin was on launch day, June 22, 2025.
Then I came back for the Cybercab launch on September 3, 2026.
And it changed the way I look at Tesla.
Cybercab isn’t something with Elon standing on a stage telling you what might happen five years from now.
You can literally hail one.
Pay for a ride.
Get inside.
There’s no steering wheel.
No accelerator.
No brake pedal.
And it takes paying passengers through real Austin streets. Tesla itself now describes Cybercab as a fully autonomous, purpose-built two-seater in its Robotaxi fleet.
That matters...
Bc Tesla is no longer trying to prove that Robotaxi can exist bc it does exist.
The next question is whether Tesla can scale it safely, economically and fast enough.
And THAT is where I think shorts are massively underestimating the company.
As of the latest Texas registry data, Tesla has 437 authorized vehicles in Texas - 388 Model Ys/49 Cybercabs
It shows how quickly the fleet Tesla is preparing for commercial autonomy is growing.
Now zoom out a bit.
Tesla already lists more than 125,000 units of installed annual Cybercab manufacturing capacity in Texas.
This is INSTALLED capacity.
And Tesla calls Cybercab the “workhorse” of its Robotaxi fleet.
Tesla spent most of its history making $ by building a vehicle and selling it once.
Robotaxi opens a completely different model.
Build the vehicle once.
Then potentially monetize that same asset again.
and again.
and again.
every time somebody takes a ride.
Instead of only asking:
“How many cars can Tesla sell this quarter?”
You start asking:
“How many autonomous miles can Tesla sell every day?”
That is a MASSIVE change in the business model.
And Cybercab is built specifically for that job.
Not around a driver.
Around the rider.
If Tesla can bring those pieces together at scale, it has the potential to build a transportation network where the machine itself replaces THE largest costs in traditional ride-hailing:
the human driver.
Then there’s the flywheel.
More Cybercabs.
More geographic coverage.
Shorter wait times.
More rides.
Higher fleet utilization.
More recurring revenue.
More capital to deploy even more vehicles.
Tesla itself has told investors it expects hardware profits over time to be joined by accelerating AI, software and fleet-based profits.
Does Tesla still have to execute?
Absolutely.
Regulation matters.
Safety matters.
Utilization matters.
Manufacturing ramp matters.
The economics have to work at scale.
Those are legitimate risks, and anyone pretending otherwise isn’t being serious.
But the serious Tesla short thesis can’t just be:
“Elon promised autonomy before.”
An actual bear now has to explain why a steering-wheel-free vehicle that is already carrying paying passengers won’t scale into a meaningful business.
Tesla shorts are still betting against a car company, but I bet Cybercab is about to prove they’re shorting a transportation network.
Starlink with @MinCapHum_Ar and @ENACOMArgentina will provide 6,000 kits to rural schools in Argentina, giving thousands of students and teachers fast, reliable internet.
Teachers can build lesson plans with digital resources, while students can join online classes, use digital
Nobody’s perfect, it’s the fix that counts and what was learned to prevent it happening again.
A major simultaneous infrastructure outage impacted several prominent AI platforms today.
Users worldwide are experiencing significant service degradations, connection timeouts, and failed prompts across OpenAI (ChatGPT), Anthropic (Claude), xAI (Grok), and Cursor.
FSD Supervised v14.3.9 starting to roll out shortly
This release includes a new active safety feature set: FSD Supervised can now activate on your behalf when an imminent collision is detected and Automatic Emergency Braking (AEB) may not be enough.
It may also engage if we detect you’re heavily distracted or have accidentally disengaged FSD
@uber@lyft@dkhos@davidrisher
You squeezed drivers until they broke and nickel-and-dimed riders who had no other choice.
The end is near.
Not a boycott. Not a bill.
A car with no steering wheel and no need for you.
Cybercab is on the way.
No 30% cut. No acceptance-rate games. No “independent contractor” theater.
You had years to treat people like they mattered.
You chose margin instead.
The roads will remember that.
#gigwork#rideshare
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