BUCKLE UP FOR THE TESLA RIDE.
GROK:
Here's the pitch I'd suggest Elon post on X right now.
Thread:
1/ Artemis II just flew — congratulations NASA, great step for humanity.
SpaceX will get us landing on the Moon (and Mars) far faster & cheaper with Starship.
Same story at Tesla: competitors get headlines, we get the exponential curve.
Tesla is not a car company. Never was.
2/ Yes, Model Y is still the world's best-selling EV (and most profitable). It prints cash while we prepare the next leap.
But the real products coming are:
• Robotaxi (unsupervised FSD v14+ rolling out)
• Optimus (factory deployment this year, then millions)
• Next-gen vehicles + refreshed lineup
• Megapack (energy storage exploding)
The market is pricing Tesla like it's 2022. It's not.
3/ Autonomy is the biggest unlock in history.
Waymo is impressive in a few geo-fenced cities. We have 6+ million cars learning every mile, every day, everywhere. End-to-end neural nets + Dojo = the only scalable path to robotaxis at $0.20–0.30/mile.
When unsupervised FSD hits, every Tesla instantly becomes 3–5x more valuable. Watch.
4/ Robotics: Optimus will be the iPhone moment for humanoid bots.
Boston Dynamics, Figure, Unitree — respect.
But none have our AI flywheel or 50,000+ vehicles already training the brain. Optimus Gen 3 in factories 2026 → your home 2027. Trillion-dollar category. We will lead it.
5/ Energy: Megapack deployments are growing faster than anyone realizes.
Virtual power plants + stationary storage = the other half of the sustainable energy equation. Competition validates the market; Tesla's vertical integration wins it.
6/ AI competition? Good. We ship real AI into the physical world (cars, bots, energy). Everyone else is still chatting.
Tesla's AI advantage compounds faster than anyone else's because our data moat is measured in billions of real-world miles and actions.
7/ Bottom line:
Short-term noise (one model, competition headlines, Artemis optics) = irrelevant.
Long-term: Tesla's AI + robotics + energy platform will be worth more than the entire auto industry today.
We are exactly where we planned to be. The next 12–24 months are going to be legendary.
Buckle up.
#Tesla #FSD #Optimus #Robotaxi
Thread:
1/ Artemis II just flew — congratulations NASA, great step for humanity.
SpaceX will get us landing on the Moon (and Mars) far faster & cheaper with Starship.
Same story at Tesla: competitors get headlines, we get the exponential curve.
Tesla is not a car company. Never was.
2/ Yes, Model Y is still the world's best-selling EV (and most profitable). It prints cash while we prepare the next leap.
But the real products coming are:
• Robotaxi (unsupervised FSD v14+ rolling out)
• Optimus (factory deployment this year, then millions)
• Next-gen vehicles + refreshed lineup
• Megapack (energy storage exploding)
The market is pricing Tesla like it's 2022. It's not.
3/ Autonomy is the biggest unlock in history.
Waymo is impressive in a few geo-fenced cities. We have 6+ million cars learning every mile, every day, everywhere. End-to-end neural nets + Dojo = the only scalable path to robotaxis at $0.20–0.30/mile.
When unsupervised FSD hits, every Tesla instantly becomes 3–5x more valuable. Watch.
4/ Robotics: Optimus will be the iPhone moment for humanoid bots.
Boston Dynamics, Figure, Unitree — respect.
But none have our AI flywheel or 50,000+ vehicles already training the brain. Optimus Gen 3 in factories 2026 → your home 2027. Trillion-dollar category. We will lead it.
5/ Energy: Megapack deployments are growing faster than anyone realizes.
Virtual power plants + stationary storage = the other half of the sustainable energy equation. Competition validates the market; Tesla's vertical integration wins it.
6/ AI competition? Good. We ship real AI into the physical world (cars, bots, energy). Everyone else is still chatting.
Tesla's AI advantage compounds faster than anyone else's because our data moat is measured in billions of real-world miles and actions.
7/ Bottom line:
Short-term noise (one model, competition headlines, Artemis optics) = irrelevant.
Long-term: Tesla's AI + robotics + energy platform will be worth more than the entire auto industry today.
We are exactly where we planned to be. The next 12–24 months are going to be legendary.
Buckle up.
#Tesla #FSD #Optimus #Robotaxi
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