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Randy Kirk
@RandyWKirk1
Christ Follower | Author: AI Rising: How to Thrive in the Age of Abundance | #1# Amazon Bestseller. Grab it now: | YouTube
5.8K Following    18K Followers
Elon says that SpaceX is severely undervalued. Boy, he ain't wrong.
Grok 5 could be a game changer. If Grok Bot also starts to have revenues north of $10B per month or so, this would turn out to be a small contributor to the terrestrial data center and Starlink revenues and profits.
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Grok 5 will be the largest model Elon has ever built. In his interview with Ron Baron, Elon said: “It will be the largest model to the best of my knowledge. This is a 6 trillion parameter model, whereas Grok 3 and 4 are based on a 3 trillion parameter model. Moreover, the 6 trillion parameters will have a much higher intelligence density per gigabyte.” Key points from the conversation: • 6 trillion parameters (double Grok 3/4) • Much higher intelligence density • Fully multimodal (text, image, video, audio) • Strong real-time video understanding • First model where Elon saw a non-zero (~10%) chance of AGI He called it the smartest AI in the world by a significant margin on every metric. Grok 5 is the one Elon believes could actually cross into general intelligence.
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We never had any doubt that they would work, but it nice to have the proof. Meanwhile the stock languishes at $135. Explain that if you can.
BREAKING: Google just proved AI data centers in space actually work Project Suncatcher's first satellite, built with @planet and launched on a SpaceX rocket with 4 TPUs on board, verified the physics: Google sent a prompt from Earth, a TPU in orbit ran Gemma inference, and the full answer was beamed back down. SpaceX is launching its StarMind satellites with NVIDIA GPUs on Starship in late 2027. Kardashev Type II civilization INCOMING
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Here is more on Optimus roll out. As you can see, the show promoter was incorrect on almost all points.
SOS 🆘 Elon Musk debunked a claim saying that customers can start ordering Optimus this December 🎃 Based on what Elon has said/commented so far, here’s a more realistic timeline: 1. New demo video in Q4 2026 2. Optimus Gen 3 unveil and AI5 integration in H1 2027 3. B2B deliveries in late 2027 to 2028 4. Consumer sales in 2028+
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They might show the product there, but the rest of this is not true. There is ZERO chance that the Optimus will sell to anyone for $20k.
Humanoids Summit organizer Modar Alaoui has spilled the beans on Tesla's secret Optimus plans in an interview with The San Francisco Standard. What he says Tesla told him: Optimus reservations will be timed to launch with his summit (Dec 1-2), or in the days right after. Tesla is a key partner of the event this year and plans to demo the Optimus V3 and showcase its self-driving cars there. What Alaoui expects on top of that: consumer reservations open in early December (a first for the public), the first shipment being the V3 since the prior gen was mainly a prototype, and most robots going to companies with only a small number set aside for consumers, at an expected $20,000+.
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Markets are also probably getting a bit concerned about kinetic conflict on November 4 or so.
OpenAI is already a relic and will go out of business. Anthropic is seeing increased demand following price cuts and is positioned to fund compute ahead of its IPO. At the same time, OpenAI has a smaller war chest and a less clear path to funding.
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Solid perspectives. The Democrats don’t seem to understand any of this. Only Maga gets it.
Truth is stranger than fiction…
Where are the comparisons with the Tesla now? Everyone who is so sad about missing their opportunities due to holding Tesla should not be thrilled that they kept on holding. For the others who switched, probably not so great.
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Tech Stocks in Bear Market Territory: 1. AppLovin, $APP: -68% 2. Coinbase, $COIN: -62% 3. CoreWeave, $CRWV: -60% 4. Arm Holdings, $ARM: -55% 5. Western Digital, $WDC: -54% 6. Intel, $INTC: -54% 7. Oracle, $ORCL: -51% 8. SanDisk, $SNDK: -49% 9. Circle, $CRCL: -48% 10. ServiceNow, $NOW: -44% 11. Robinhood, $HOOD: -44% 12. Seagate, $STX: -42% 13. Marvell Technology, $MRVL: -39% 14. Super Micro Computer, $SMCI: -39% 15. Broadcom, $AVGO: -34% 16. Alphabet, $GOOGL: -31% 17. Adobe, $ADBE: -29% 18. Micron, $MU: -29% 19. IBM, $IBM: -23% 20. Meta, $META: -21% 21. Amazon, $AMZN: -21% The Nasdaq 100 is now down nearly -$5 trillion since October 6th.
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Shocking Cybercab Update. 500,000 miles minimum That is what Cybercabs are designed to achieve. The Munro video clearly says this. At $16,000 cost and likely $2000 residual value, that is just 3¢ per mile. Many have this number closer to 6¢ (including me). A total cost of 20¢ per mile is totally within reach.
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The real exiting thing about this chart is how many of theses quintiles show increases, not that the poor are dropping. Would you agree?
The rich are getting richer, and the poor are getting poorer, per the Federal Reserve Change in median net worth by income since 2022, after inflation: Top 10%: +31% 80th–90th percentile: roughly flat 60th–80th: +8% 40th–60th: +8% 20th–40th: -1% Bottom 20%: -6%
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And yet $SPCX is down along with the other tech leaders. SpaceX has major contracts with Google and Anthropic that are not going away unless SpaceX needs the compute to generate even higher revenues and profits. Makes no sense. Might take until 4th quarter earnings, but SpaceX is headed to $200+ soon. Not investment advice.
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BREAKING: Grok Bot’s daily active users have grown for 16 consecutive days. 🤖📈 It’s the longest growth streak since launch. Here’s the pace: •⁠ ⁠Early September: Under 100K daily active users •⁠ ⁠October 26: Over 600K •⁠ ⁠More than 6X growth in less than two months Grok Bot’s momentum is accelerating. And this could be just the beginning. 🚀
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Tesla should NOT be part of the tech blow out, and has already turned toward green. Tesla's future earnings are based on PHYSICAL AI, not DIGITAL. While I am not at all worried about digital AI in the next two years, physical AI will be the goldmine we have all been waiting for.
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Going out on a limb here! This tech blood bath is almost over and the opportunities to buy the big names is ripe for the picking. The short term rebounds will be amazing.
I recommended just exactly this years ago. I'm not sure why this is even hard to sell. It should be able to go along the same right of ways as the existing hwy system. Just underneath them.
The Boring Company is now moving SHIPPING CONTAINERS underground Its latest Prufrock Liner Truck runs on Tesla Model 3 batteries and drive units, and has been modified to carry a standard 20-foot shipping container through TBC tunnels And the numbers are impressive: • Rev 1: 45,000 lb payload capacity • Rev 2: 75,000 lb payload capacity, targeted for January 2027 • Fully electric, powered by Tesla technology • Designed to transport standard shipping containers underground Now imagine shipping containers moving beneath cities, factories, ports, and logistics hubs, without thousands of additional trucks clogging the roads above Roads above ground for people Tunnels underground for cargo The Boring Company is going far beyond passenger transportation, opening up an entirely new opportunity for moving freight underground This could transform how goods are transported through our cities
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Tesla will surpass Waymo and reach $500 by year-end. Tesla just passed Waymo in driverless miles and is about to pass it in Austin vehicle count. At the current growth rate, it should surpass Waymo overall by year-end, which Nick expects will push the stock to $500.
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Robert Reich called for nationalizing Tesla. The former Labor Secretary posted that Tesla must be nationalized, drawing sharp rebuke and the observation that almost nothing he predicts ever comes true—even though he previously criticized government share purchases as nationalization.
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Tesla can reach $500 on robotaxi progress alone. A few more solid robotaxi reports (without incidents) are enough to get there on the existing business, independent of any merger premium. That view lines up with the recent run from the $297 area.
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There is a so called "documentary" coming out on Elon Musk next week. Here is my answer in advance to this pile of trash.
Little Know ESTIMATE on 4680 Savings Grok and I spent some serious time one day trying to figure out what the savings would be on 4680's with full vertical vs buying from others. You gain primary production from the lithium refinery, which itself has adopted many money saving methods. You have an inexpensive shipment from the refinery to Giga Texas. At some point in Tesla trucks, and eventually autonomous. Now manufacturing both cathode and anode in house. All materials come together in Austin without paying profits of suppliers. Estimated overall savings of 60%.
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