Gali
@Gfilche
host of HyperChange⚡podcast about tech/investing. writing a book about hodling $TSLA since 2012 📕 also this is my artisanal tea brand @galileotea
788 Following 193.4K Followers
SpaceX’s edge is that the vision of making humans into aliens is priceless 👽
You couldn’t pay Elon any amount of money to do anything, same with many of his engineers
But they work tirelessly for SpaceX’s mission because it’s not about money
It’s about creating a future they believe in 🚀
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Invest in the future you believe in ⚡️
$SPCX is trading at ~1X 2030 revenue
This is going to be an insane opportunity in retrospect $SPCX
If you're a $SPCX shareholder take notes 📝
Gavin Baker, an OG investor just said in VC terms that the AI compute business is about to get WAY BIGGER than just the Google & Anthropic deals
He's implying like $100B in rev/yr on the table near term if I'm reading it right
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@jukan05 4 gigawatts this year and another 4 next year per this report. Spot price for compute has gone up since they signed their Anthropic and Google deals.
If you tell AI a new piece of knowledge that it hasn't been trained on or wasn't in the internet will it internalize that fact?
I think the days of companies pouring all their ideas and strategy into the frontier AI labs are numbered.
You could be giving away your alpha
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AI will allow us to better understand the power of plants
AI will allow us to engineer plants to create better food & medicine
🌱 bullish on the leaf 📈
i love scheming with @claudeai before business meetings
My take on $LMND earnings (still holding my tiny position)
OPEX spending increased too fast. In a year that was supposed to be all about operating leverage, we're seeing none of it
Overall business is doing great and on track, but they need to convince the market that operating margins will increase
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Tesla camp mode is so dope they need to drop more accessory products 🏕️
Set up my new @Tesla camp chair and my sisters cat swoops my spot immediately 😂
Tesla India slowly progressing 🇮🇳⚡️
🚨 Tesla has opened its first approved body shop in India and expanded Model Y test drives.
• New collision repair facility located in Pune, Maharashtra
• Offers genuine parts, factory procedures, trained technicians and diagnostics
• Test drives now available in Pune for Model Y Premium RWD and six-seat Model YL
• Adds to existing Experience Centers in Mumbai, Delhi, Gurugram and Bengaluru
• Supports owners more than a year after Tesla began sales in India
Infrastructure continues to grow even as local manufacturing plans remain cancelled.
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Im gonna be MCing this event with @LandonoftheWest you won’t wanna miss it!!
T- 73 days until @theXtakeover 🚀
📍Tesla Giga Texas / 🗓️ October 10th
Keynote speaker - @mayemusk
Presenting Sponsor - @sitevue
Exhibitor Expo 👀
Networking 👋🏼
Customized vehicles 🔥
Influencer meet & greets 🖤
And so much more!
Order tickets ➡️
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Is $SPCX working to bring more land Datacenters online ? @grok what’s in the development pipeline?
Hi @grok what’s the timeline for Tesla’s Megapod deployable AI Datacenter business? Is that something that could launch soon? Analyze comments from the Q2 2026 earnings call $TSLA
If you include FSD subscription revenue + Robotaxi then @Tesla is already the biggest self driving company in the world by revenue
It’s double Waymo’s size and growing faster 📈 ($1B vs $500M)
This is why I’m long $TSLA
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FSDing to an epic camping festival weekend with the homies! Life is great! Happy Friday :)
$TSLA will cross $1B in ARR from FSD subscriptions this quarter 📈
