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.

Y’all think $TSLA is 1/ overvalued or 2/ undervalued? To me, it’s still undervalued… I believe the majority of Tesla’s long-term value will come from Cybercab and the Robotaxi network, and we’re still early in seeing what that business can become. The part I keep coming back to is what each vehicle could earn over its lifetime. A Cybercab in Tesla’s fleet can bring in $ money every time someone takes a ride, day after day, for years. If Tesla can keep those vehicles busy and get the costs low enough, the profit from those rides could eventually be worth far more than the profit from selling the car. We’re already seeing the first steps too. Tesla started Cybercab rides in Austin on September 3. By the end of Q3, its Robotaxi fleet had reached nearly 2 million cumulative unsupervised miles, 8x the total at the end of Q2. That’s real progress. Tesla also builds the vehicles, develops the driving software and operates its own charging network. I think having those pieces together gives it a strong foundation to build on as the service grows. Tesla still has to expand safely, get the approvals it needs and make $ money after paying for the vehicles, charging, cleaning, insurance and maintenance, etc. Revenue only gets you so far if the costs eat it all up… That’s why I’m looking years ahead of a lot of people. I want to see how many people use the service, how often each car is working and how much profit the fleet can produce as it grows. My view is that today’s valuation still extremely underestimates what that part of the business could eventually earn. And also when they allow Tesla owner fleets to be on the Robotaxi network… that’s checkmate. As more people experience it in their own cities and Tesla shows what it can earn from those rides, I believe it’ll become obvious to the world why I see $TSLA as undervalued today. Just from Robotaxis, wait until Optimus arrives… either way, just my 2 cents.

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.