Fantastic interview with Larry Goldberg @TeslaLarry Tesla earnings, Robotaxi Ramp, Optimus Ramp, Stock react to earnings call, housing market, overall market, bonds, Iran war.

For folks following along, today was the first time we lit engines on a full stack Starship then aborted and detanked. While similar to a wet dress rehearsal there is a lot going on and any first time operation comes with additional risk. Our operators and operations teams plan for this and it’s a testament to their hard work and preparation that enables an efficient and safe operation on the first try. For all the folks who stayed up late reviewing data to set aborts, running endless simulations or needling on the details of procedures, it paid off today.

I get why the market reacted but I honestly can't understand how Lucid could be worth only $1 billion. Saudis could take it off the market SO cheap right now (already own 64.3% of it)

Grok 4.5 is doing more than winning benchmarks! In @TeslaLarry's workflow, a rival model was under 10% faster but cost 4x more. Now Elon wants the next Grok to “close the loop” on real-world engineering across his companies. That led us into a much bigger conversation about what happens when cheaper intelligence meets real-world manufacturing: > Grok was cheaper than the open-source models Larry benchmarks against, potentially making some workflows viable weekly or even daily instead of monthly > The next release is intended to tackle engineering problems across Tesla, SpaceX, Neuralink and The Boring Company > Also, Tesla dismantled the Model S/X line at Fremont in just 46 days to make way for Optimus production > The new line is expected to use modular equipment built and tested in Germany before being installed at Fremont > Larry believes Tesla will need several rounds of iteration before it works out how to automate humanoid production at scale # @grok could make engineering intelligence dramatically cheaper. # @Tesla_Optimus will test whether Tesla can turn that intelligence into machines at industrial scale. ⚡Full episode linked in the post below.