Again… don’t be a dumbass and do stupid shit like this fool just for clicks and attention. Josh West intentionally grabbed and pulled on the steering wheel of a Tesla Robotaxi during a ride to see what would happen. He did it multiple times from the backseat. The Robotaxi responded by braking, giving safety alerts, and contacting support. He also unbuckled his seatbelt while the vehicle was moving and, after the ride, put one of his own stickers on the Robotaxi. The Tesla team reviewed the trip, cited safety violations and property damage, and suspended his Robotaxi access. Then he turned around and made a video titled “I Got BANNED From The Tesla Robotaxi Network… So You Don’t Have To!” No… You didn’t do this “so we don’t have to.” Nobody needed you to grab the steering wheel of an unsupervised Robotaxi. Nobody needed you to intentionally trigger its safety systems. Nobody needed you to put your sticker on a vehicle that doesn’t belong to you. You did it for content. And this is exactly the kind of stupid shit that pisses me, many investors, and many hardworking employees on the Tesla team off. The @Tesla team has spent YEARS working their asses off to make unsupervised Robotaxis a reality. Engineers have dedicated countless hours to building, testing, and improving this technology while Tesla fights through regulatory scrutiny and proves the system can safely scale. Then a fool gets access and intentionally fucks with the vehicle for a YouTube video. Think about how selfish that is. Millions of people are waiting for this technology to expand. Tesla employees have spent years of their lives working to get it this far. The last thing the program needs is some attention seeker intentionally creating safety incidents for clicks. If you’re lucky enough to get access to a Tesla Robotaxi, respect the fucking technology, respect the vehicle, and respect the people who spent years building it. Sit down and buckle up. Keep your hands off the steering wheel. Don’t put or do shit on a car that isn’t yours. And enjoy the fucking ride. It really shouldn’t be that difficult. The Tesla team has worked too damn hard to get to this point for fools chasing YouTube views to jeopardize it for everyone else. Don’t be like this fool.

Woah, $SPCX acquired Cursor for $60B. I did not think it was worth that much… Maybe network effect or data for improving models became invaluable? I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends.

Bro… if Anthropic is worth $2 TRILLION, then SpaceX is worth a gazillion dollars. And I’m only half joking. If you think I’m bluffing, just think about what SpaceX actually owns now. They have Grok, and it keeps getting better. They have Colossus, one of the biggest AI supercomputers ever built. They have 𝕏, giving Grok instant distribution and a massive stream of real-time information. They have Starlink, a global communications network. They have reusable rockets that launch the satellites. They build the satellites. And now they’re working toward putting AI compute in space. You see, most AI companies have to go out and buy or rent huge amounts of compute just to train and run their models. SpaceXAI is building the compute itself… and it’s already gotten to the point where Anthropic is literally paying SpaceXAI for access to Colossus. Think about that deeper. One of the most valuable AI companies in the world is a CUSTOMER of the company people still mostly think of as a rocket company. SpaceX is building the infrastructure the AI runs on. They own Grok. They own massive compute. They own the distribution through 𝕏. They own global connectivity through Starlink. They own the rockets. They own the satellite network. And eventually, they want to own an enormous amount of the compute sitting above Earth too. Keep it simple… SpaceX owns the entire stack. The model + compute + data + distribution + connectivity + rockets + satellites. So yeah… If the market decides a standalone AI company like Anthropic deserves a $2T valuation, I have a very hard time believing SpaceX stops anywhere close to where it is today.

So… how are you guys liking 𝕏 Money? I’ve been waiting a long time for this. For years, Elon’s talked about turning 𝕏 into an “everything app.” Today, that vision is finally becoming real. 𝕏 is now social media, messaging, creators, and $ money all in one place. A few things that stand out to me: • Send money instantly to anyone by their @username - no separate app is needed • Earn 6% APY on your cash balance, which is well above what many traditional savings accounts are paying today • You can get a personalized metal Visa debit card engraved with your @handle • 3% cash back on eligible debit purchases and 0% foreign transaction fees • Direct deposits, creator payouts, and peer-to-peer payments are all built right into the app The rollout is still expanding across the U.S., but this feels like the beginning of something much bigger. People laughed at Elon when he bought Twitter and said 𝕏 is going ti manage all your finances... “When I say payments, I actually mean someone’s entire financial life. If it involves money. It’ll be on our platform. Money or securities or whatever. So, it’s not just like send $20 to my friend. I’m talking about, like, you won’t need a bank account.” - Elon Musk Fast forward to today, now we’re watching it happen. Will 𝕏 replace your bank tomorrow? Probably not… but long-term? Probably yes. Bc if you’re already spending hours on 𝕏 every day, the idea of messaging, posting, getting paid, earning yield, and sending $ money without ever leaving the app starts to make a lot of sense. Network effects are powerful in technology… and if enough people adopt it, sending money on 𝕏 will become as natural as liking a post or replying to a thread. 𝕏 Money will prove to be a game changer.

Paul Sztorc on self-custody: The network only sees one owner, so if your coins are on an exchange, they own them. Tough season to push self custody with cold storage… but skip the Coldcard. You’re better off with other options. @Truthcoin @Vladcostea

Just my 2 cents… NFA. I think we’re going to see a MAJOR repricing of Tesla stock in the months ahead. And the main reason is bc Cybercab changes the entire story of what Tesla can now become. For years, a huge part of the market simply didn’t believe Tesla could actually pull this off. A car with no steering wheel. No pedals. No driver. Driving real people around public roads and generating real $ revenue. It sounded too far away. Too ambitious. Too difficult. Too risky. And that’s what still feels crazy to me. Cybercabs are now literally driving around the streets of Austin. Picking people up. Taking them where they need to go. Completing rides. And generating $ money for Tesla. This is no longer a concept. It’s no longer a render. It’s no longer Elon talking about what might happen one day. It’s a product doing the job it was built to do. For most of Tesla’s history, the product was still built around a driver. Steering wheel. Pedals. Someone sitting up front making the decisions. That’s still how almost every car company thinks. Build around the driver. Tesla’s next chapter is different. They’re building around the rider. And I know bc I’ve experienced it firsthand. I was one of the first people Tesla invited to ride Robotaxi in Austin on June 22, 2025. Then I went back for Cybercab launch week at ACL Live on September 3, 2026. Doors opened at 5. Keynote was at 5:30. Then the Cybercab was launched. No steering wheel. No pedals. Purpose-built for two passengers. This is not just a Model Y with a few things removed. The Cybercab was designed from the ground up to move people as cheaply, safely, efficiently, and smoothly as possible. And that changes the entire economics. When the driver disappears, growing supply no longer means recruiting another human being. It means just building another Cybercab. Uber and Lyft still need a human driver paid on basically every mile. Tesla controls the vehicle. Tesla controls the autonomy. Tesla controls the Robotaxi network and app. Tesla controls the charging ecosystem. And we’ve already seen Starlink connectivity integrated into Cybercab. One company controlling the entire stack. Now think about where this could all go. A Cybercab eventually targeting around $30,000. Tesla has talked about driving operating costs toward roughly $0.20 per mile over time. Lower cost per mile. Cheaper rides. More demand. More Cybercabs deployed. Shorter wait times. Better utilization. More riders. More Cybercabs. That’s what could start the exponential growth we’ve been patiently waiting for. And once that starts growing at scale, the economics could become ridiculous. It’s also hard for me to see why people wouldn’t want a ~$30K machine like this. No driver taking a cut from every ride. A cabin designed entirely around the passengers. A futuristic product at the price of a normal car. Other companies are still thinking about how to improve the driver experience. Tesla is asking a completely different question… What happens when the driver is no longer part of the product at all? A shift is happening. The market spent years asking whether Tesla could actually make this real. Now the thing is driving around Austin making $ money. And once millions of people experience what I experienced there, I think it becomes much harder to keep valuing Tesla like it’s simply another automaker. Cybercab completely changes the Tesla story. The craziest part is that the future everyone argued about for years is already driving around Austin. And eventually, I think the market is going to have to price that in.