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Teslaconomics
@Teslaconomics
I post my conscious thoughts w/ the world, live to the fullest, keep things simple, truthful & filter the noise. Long-term investor in Tesla, SpaceX, xAI/X.
234 Following    536.3K Followers
The only investment advice you need to live by to get through any storm that comes your way $TSLA
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I literally just had my Grok @bot make a phone call. I texted my CEO and told her to order a pizza for pickup at 5 PM, under Teslaconomics. She wrote out what she planned to say, showed it to me, and got my approval. She only dialed after I tapped “Call”. Her opening line: “I’m a virtual assistant calling for Teslaconomics on a recorded line.” I liked that. She introduced herself as my assistant, used the name I gave her, and never said my real name or phone number. I picked up the other phone and she went through w/ my request… One large pepperoni, pickup today at 5 PM, paying at pickup, no drinks. She even asked if there was a freakin deal... I made her say “Tesla to the moon” to get the 50% off, bringing the total to $7.42. When she hung up, the recap landed right back in my chat. Everything was there for me to check. Super dope feature.
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Tesla builds products that make you excited about the future, point, blank, period.
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.
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Fuck you if you hate on Elon Musk. Just imagine this was your son… ALS took away Jake’s ability to use his wheelchair joystick and now, Neuralink lets him control his chair with his mind. Hate on Elon all you want, he’s out here giving people their lives back.
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Just used dr eggbot to take a look at all my bots as well as my internal data sync system and it made super important updates and improvements Can’t recommend this enough
Tesla and SpaceX have created meaningful wealth for hundreds of thousands of employees over time and improved the retirement savings of hundreds of millions of people
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@SPCX100T Terrestrial compute will be peanuts compared to orbital compute. Orbital compute deployed per month probably exceeds terrestrial around the end of 2028 and then far exceeds it in 2029.
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Grok Bot built my 5 and 8 yr old their own origami Page, w/ big pictures, one fold at a time and easy, medium, and pro models. I guess I don’t need an origami teacher after all… esp knowing I have the world’s best one right in front of me. My kids love it.
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Yo @elonmusk, what if creators could charge $1 to unlock a Grok Bot Page w/ 𝕏 Money. 1/ build something valuable 2/ share the link 3/ people pay $X to open it I built an origami Page for my boys where you pick a model, see the finished result, then follow along step by step. I’d honestly charge $1 for this today.
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If you believe in the future of Cybercab and Optimus, $TSLA is soooooo undervalued
Yo @elonmusk, what if creators could charge $1 to unlock a Grok Bot Page w/ 𝕏 Money. 1/ build something valuable 2/ share the link 3/ people pay $X to open it I built an origami Page for my boys where you pick a model, see the finished result, then follow along step by step. I’d honestly charge $1 for this today.
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Robotaxi updates Service – Operating hours are now 6am - 2am Features – Rear view camera feed now available to view during your ride – Trip details can be shared with a friend – New Live Activity design & experience – Calm Mode dims the screen & sets cabin lighting to a relaxing state – Grok now available on our Model Y vehicles Accessibility – Improved vehicle locating arrow in the app – Added haptic feedback to assist users in finding their vehicle – Music Control via Screen Reader
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I seriously don’t drive anymore 97% of my drives are on Tesla FSD… the only remaining 1-3% is often just bc of parking, which btw now it just automatically opens and parks itself in my garage. Just a matter of time till this number becomes 100%…
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Sometimes you have to build cool things without obsessing over how much $ money they’ll make. The original Roadster was about survival… Tesla had to prove electric cars could be fast and sexy, or the company wouldn’t make it. The new Roadster is different… it’s about pushing the limits and showing what’s possible when two of the greatest companies in the world, Tesla and SpaceX, come together to build something incredible. Plus, it makes people excited about the future.
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Neuralink’s first product is called Telepathy. It enables high-speed communication with computers or humans simply by thinking. Output bandwidth will vastly exceed the fastest human speech or typing in a few years. Read that sentence again.
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My significant other don’t let us go to steakhouses anymore… this is why
Worth noting that Grok @Bot has no free tier
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Bro, Grok Bot is a life hack…
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I’m comfortable putting everything I’ve ever made behind Tesla and SpaceX, and this is why. Nobody else is fighting to build a future like this. A future I’m excited to live in and be part of. I’ve never seen companies like these or a founder/CEO like Elon. And if I lose it all along the way, I can live with that... bc this is a future worth fighting for.
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