CEO high tech manufacturing consulting on supply chain design, scale, cost, DFX. Ex Corp VP Supply Chain & CQO at Motorola, Google, Lenovo
Chicago, IL
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We must migrate electronics assembly, test, & distribution on-shore in the US immediately. (e.g. Starlink)
It makes almost zero sense to bring silicon here and send everything back to China / Asia for assembly then back here for distribution / sale โฆ
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I Meme Therefore I Am ๐บ๐ธ
Elon calculating the # of hamsters that fit inside of the Capitol Rotunda if stacked to the ceilingโฆ
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If Muskโs approach to @DOGE is so horrendous why doesnโt the opposition start their own DOGE? A better, faster, more effective one? Compete!
Opposing congress, senators, & 11,000 media/pundits all with their thumbs up their asses. All talk, no action. People voted for change.
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If Elon gets deported he'll just buy a Trump Gold Card for $5M and come right back in. Problem solved.
Reporter: Are you going to deport Elon Musk?
Trump: We'll have to take a look. We might have to put DOGE on Elon. You know what DOGE is? The monster that might have to go back and eat Elon. Wouldnโt that be terrible? He gets a lot of subsidies.
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Ok this is the GROK release and itโs exceptional! Low latency, immersive audio, useful, & I signed into Grok in my other car and was already signed in here. Seamless high quality experience. You can tell this was built by one team essentiallyโฆ and it will only improve . $tsla
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You missed the detail about creating millions of jobs and $8.5T of market capitalization first or he gets paid nothing but those are minor detailsโฆ carry on w/radicalizing whomever is dumb enough to believe your writing where you get paid regardless
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Hi Elon,
You need objectively equivalent if not better security than the US Secret Service. You above anyone would know how to commission that review with external experts. You are one of the most important consequential people in the world/universe. Please take care.
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FSD V13.2.1, WOW. It felt like I was controlling the car w/my mind. It did everything I wanted it to the way I wanted it to...
I don't know how to describe it other than I think I'm done w/human driving. I was already having FSD do 80-90% of my drives before on V12.5, this feels like it closed the remaining gap. Last year was only about 30% of my drives on V11, I think the progression is important to describe.
With V13.2.1 you feel the reduced latency and improved performance by more human-like acceleration, slowing down, merges, turns - except it's perfect every time and humans are not perfect.
I'm 3 drives in, more testing to do, I'm sure there are edge cases to encounter. But this goes beyond any implicit bias, it's meaningfully better and we know there are more enhancements and features on the way...
Bravo @Tesla_AI team and I can't wait for more to be able to try it themselves.
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There is no $1T today. He has to create $7T additional market capitalization first. That is millions of jobs for people. Donโt be naive or peddling dumb one-linersโฆ
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2026 Model X Plaid โฆ too many improvements to ignore and oh yeah it drives itselfโฆ
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Maybe @elonmusk can ask @davidfaber why @CNBC doesnโt recognize @Tesla as an โAI companyโ lol when theyโre shipping the closest functioning real-world AI to dateโฆ
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From the official WH X account โฆ $TSLA
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Thank you @TeslaBoomerMama for your relentless outreach, awareness, and unlocking the ability to vote for so many. Looks like itโs possible that record ๐ฅ turnout is a driving force behind this. Thanks to all who voted โฆ
#VotedTesla24
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Those contracts were earned. Another party competed and lost. Why are these illiterate or deceitful politicians not immediately voted out of office?
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So Hunter Biden doesnโt pay millions of taxes and is pardoned.
@elonmusk pays billions in taxes, 16xโs his companyโs value, and has all of his compensation for 6yrs taken from him โฆ
BREAKING: Delaware Chancellor McCormick, the judge who had previously ruled against Elon Musk's $56 billion compensation package from @Tesla, has just again rejected the pay package even after shareholders supported reinstating it. cnbc.com/2024/12/02/tesla-ceโฆ
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Thatโs incredibleโฆ. Fixed wireless networks need to be looking over their shoulders?
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Picked something up todayโฆ this thing is simply unbelievable until you actually experience it โฆ Kudos to the @Tesla @cybertruck team, amazing product . โ Extremely satisfied customer
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No offense meant. But this is what happens when non-technical CEOs have a major technical decision put in front of them. Some non-sensical word salad response.
What is the specific test case that LiDAR solves for that the Tesla real-world AI CV system cannot?
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After experiencing V14
self driving I donโt understand the thought process to buy another car besides a Tesla anywhere near the price ranges offeredโฆ
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Fairly convinced there is a coordinated anti- Musk bot army animated all over the world. There cannot be this many illiterate or deceitful people acting independently โฆ
Elon Musk is getting a $1 TRILLION pay package from Tesla.
If he worked 40 hr/week, he'd be making $50 million PER HOUR.
That is a truly unfathomable amount of money -- it could end hunger, fund life-changing research, & save countless lives.
Instead, it's going to Elon Musk.
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ELON CLIPS
Looks like Elon isnโt โwAiTiNG fOR tHE sAFteY riDEr tO bE rEMoVeDโฆโ $TSLA
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I donโt understand why this is an Ukraine to Musk direct thing vs the State Dept. Bizarre and to me seems like accountability is not being taken by the US Gov. this should have been a sale from Starlink to the Pentagon / US Militaryโฆ
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Youโre hopelessly illiterate. Elon musk has to create new industries, 7-10T+ of market cap (make Tesla the biggest company on earth known today) and create tons of jobs in the process of b4 getting paid. Itโs a pay for performance package, something youโve never had to adhere to in congress.
Do you want to compare US job creation numbers with him? How many jobs have you created?
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Elaad Eliahu
Rational people would want to see the output of the audit before shriekingโฆ ๐คก show
David Santa Carla ๐ฆ
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You would have a lot more credibility if you added Gates & Soros, why leave them out?
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Advises clients to sell @Tesla in April/May 2024 at $150-170/share (stated on national TV), stock effectively triples after and now he knows all about CEO time allocation & how to run Tesla better than the CEO who has appreciated the stock 37,000% since IPO ๐คจโฆ
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Dropped Cybertruck off for service this morning (summer wheel swap) w/ Tesla. Drop off took 3 min total
My car & phone app knew I arrived
Cybertruck loaner waitingโฆ appears in my app, seat, climate, & infotainment settings appear.
I say โtake me homeโ & FSD drove me home๐คฏ
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@elonmusk man of the peopleโฆ literally shook hands with everyone he could just after the #TeslaSemi event. @Tesla
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ELON: "Starting a 3rd megapack factory".
This is new. $TSLA
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Wow did I find the motherload of anti Tesla websites, protest organizers, tools for divestment, propaganda written by major papers & news stations for specific targeting of the Tesla brand โฆ
I kept getting told all of these protests were โorganicโ, no central organization
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If $TSLA cut prices by $100/ car Friday that would have been headline news the same evening on @CNBC @business @YahooFinance โฆ Instead, a production @Tesla drove itself purely via AI neural nets narrated by the richest man on earth and nothing from the mainstream media? ๐
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Judge McCormick in this 2nd ruling basically states that 72% of shareholders that voted to reaffirm Muskโs compensation again in 2024 are incapable of reading her first ruling that was stapled to the 2nd proxy vote. Also we still didnโt realize Kimbal Musk is Elonโs brother ๐
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After walking one of the @Tesla @cybertruck production lines I can safely tell you:
1) Mostly robots, almost no people on the line. Didnโt see all operations but mostโฆ
2) They are not hand-built as some who have not seen the line claim
Tesla seems to have taken another step forward in automation ๐คฏ
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Unbelievableโฆ CNN presenting facts about how American made Teslas are! American manufacturing success story. @Tesla
Mario Nawfal
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Not at all imo. One is a tech challenge, politics is completely different dirty filthy cesspool โฆ
Low impact high risk of severe damage to his well being and companies. There are other ways to be involved and lead. Itโs not an airport, no need to announce everything too
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Worth mentioning โ I know of no other example in the world of a product autonomously moving ITSELF into distribution. Yes there are industrial robots that move boxes but those are capital depreciated assets, not the product itself!
@Tesla_ai has entered the factory.
Right now itโs on wheels, soon in Optimus form, you can see the logical transition. From here it seems as if they would extend this to the vehicles driving themselves from Tesla points of distribution to customers. Then looking inward to the factory, adding more product autonomy movement between stations. The implications of waking the A/I computer in-vehicle and having it insert itself in manufacturing process time reduction are mind-bending.
Shall we start talking about the in-vehicle A/I computer or the infotainment GPU exchanging parametric mfg data w/Optimus once Optimus is on the Tesla mfg lines and vice versa? Mfg defect prevention and/or real-time correction could occur. This is all legit possible now. Iโm gonna stop here. ๐คฏ
Teslas now drive themselves from their birthplace at the factory to their designated loading dock lanes without human intervention
One step closer to large-scale unsupervised FSD
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The democrat platform is to now try & harm an American company w/the largest US car factory, 10s of thousands of employees, half of US production, who made electric vehicles mainstream.
They cannot even denounce violence & terrorism to achieve their goals. Never forget
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Tesla is methodically launching Robotaxi the way you would if it were your own business and you knew the scale was enormous and the price of a mistake is extremely high in the beginning.
Critique all they wantโฆ opinions are like ass ๐ณ๏ธ s , everyone has oneโฆ
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Time to start doing wellness checksโฆ ๐ฅ ๐ฉณ $TSLA
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Wow huge $TSLA upgrade !
NEWS: Baird analyst Ben Kallo has increased his $TSLA price target by 71% to $548 (from $320). This is now the highest Tesla stock price target on Wall Street.
Baird also upgraded $TSLA to Outperform (from Neutral). A $548 stock price would make Tesla a $1.82 trillion company.
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Before anyone starts hyperventilating, $TSLA builds about 99.7% of its vehicles sold in China INSIDE of China. None of those vehicles are subject to this proposed tariff.
0.3% of vehicles would be subject to the 15% tariff if imposedโฆ
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Backwards
First time in history that a product autonomously moved out of production and delivered itself. Congrats to the Tesla team for yet another amazing first.
This is all paving a pathway to full factory and product sentience in the future connected to markets and suppliers ๐คฏ
The first fully autonomous delivery of a Tesla Model Y from factory to a customer home across town, including highways, was just completed a day ahead of schedule!!
Congratulations to the @Tesla_AI teams, both software & AI chip design!
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This is false, @Jalopnik should retract & apologize to readers. Zev credits to @Tesla come from other automakers who pay Tesla, NOT the US government.
Conversely the US have recently GIVEN multiple billions in grants to GM, Ford, & Stellantis & many times that in recent loansโฆ
Half Of Teslas Q2 Profit Came From Your Taxes jalopnik.com/half-of-teslas-โฆ
Community note
False. Tesla makes money by selling regulatory credits to other automakers who need them to meet environmental regulations and avoid fines.
Conversely, other car automakers such as GM and Stellantis are recipients of over 1 billion in US taxpayer dollars.
stockdividendscreener.com/auto-manufactuโฆ.
autonews.com/manufacturing/โฆ
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Elon on Tesla Robotaxi's: '99% or 90x% market share'... no one else has anything close.
It's been the business model the whole time, most have missed it. Once the tech milestones are achieved, no one will be able to catch up to the cost structure... $TSLA
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Zero inventory @Tesla model Y within 200mi of Chicago ๐
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Uber and GM CEOs selling 20-40% of their stakes, while Elon makes the largest private purchase by CEO of his own stock in history. Notice there are no articles that tee this contrast up? 10b5-1 or not (they can be canceled/adj), the media is absolutely fake to not have a single article / headline on a major fintech outlet like @YahooFinance for the Uber CEO selling 21% of his stakeโฆ literally fakeโฆ
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Donโt over complicate it. The shortest and surest path to profitable humanoids being produced will come from the company already building physical real-world AI products profitably at scale leveraging best in class robotics and AI in their factories alreadyโฆ @Tesla
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Congress is going home this weekend, paid, with the government shut down.
If youโre a serious leader in the private sector and your factory shuts down, real leaders do not go home or resume a normal sleep schedule until the factory is back up โฆ
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FSD 12.5: Iโve NEVER driven 3 consecutive routes with zero interventions, EVER. Until now. Never touched the wheel, accelerator, or brake in my first 3 routes.
This is a meaningfully different level of performance in my experience so far. More to do.
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Cramer just recommended $TSLA on his show this eveningโฆ
Youโre welcome bearsโฆ ๐ป
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Only a genuine founder would have acted the way Elon has working through this. Well deserved plus so much more.
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For the 99.9999% of people that live outside of the Tesla / X bubble, having Teslas available that cost $5-6K lower that still look just like the #1 and #2 selling EVs in the world is a good thing and will grow sales. You have to pass through reality distortion fields that lacks total common sense to think otherwise.
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Gali: is it possible to be less political?
Elon: โI hear youโ
Elon <24hrs later ๐
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Elon on @Tesla_Optimus : "Unless someone is hiding something, we believe we have the most sophisticated robot in the world. We have a hand w/22DoF. We'll build several thousand this year and if all goes well we'll 10x that the following year so maybe 50-100K, then 10x it again"
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Ok after an hour I can say the following about the Apple Vision Pro:
1. It feels magical, the windows, clarity, sizing, movement. @Apple are clearly onto something.
2. A lot of my favorite apps like X are not available yet, but a lot of good ones are.
3. Things like buying additional monitors on a desk and airplane entertainment systems will be a thing of the past eventuallyโฆ
4. The immersive apps like the dinosaur one feel so real it gives you goosebumps. Sky will be the limit for live sports courtside seats, concerts, etc.
5. Apple ecosystem + miniaturization and cost reduction of the hardware are key. Weight has to come down. I have ideasโฆ
Congrats to your team @tim_cook !
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The purpose of this photo was not to show the Optimus โlineโโฆ thatโs a new version of @Tesla_Optimus being assembled!
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$TSLA: 80M shares in first 2 hrs of trading โฆ ๐ฅ
Nearly the entire daily average in 2hrsโฆ
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Not a tough call. IF she awards 1% of $TSLA to lawyers suing on behalf of 9 shares then she should be disbarred
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Itโs a contract. Spacex bid and won. They happen to have the highest volume and best tech. You want the government to give this contract to a more expensive option or to China / Russia? Seriously consider the alternatives.
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