When I talked to Gates in person, he said “experts tell me a long range electric semi truck is impossible”. However, when I asked what his assumptions were about battery energy density and vehicle energy consumption per mile, which are the two numbers needed to determine range, he did not know either number! I also offered to let him take one of our semi trucks for independent testing, but he declined. Not sure what more I could have done. 🤷‍♂️

@minchoi Colossus 1 is 150k H100, 50k H200 and 30k GB200. Colossus 2 is 110k GB200 and 440k GB300. Another 220k GB300 will be fully operational next week and another 220k in November. If we get lucky, yet another 220k GB300 by late December.

Tesla just showed the Megacharger map. “Wherever we’re going to put trucks, we will also have chargers.” By the end of the year there will be: • 30+ Megacharger stations coming online. • 200+ megawatt-capable posts • Up to 60% of range back in a 30-minute driver break. • Tesla currently has over 80,000 Superchargers worldwide. Charging Tesla Semis will not be a problem!

Tesla is aiming to produce 50,000 Tesla Semi’s per yr and I feel like the team should shove a couple of them down the throat of Bill Gates for doubting this ever becoming a reality…

Happy Chuseok! 🌕🇰🇷 Today is about family, gratitude, good food, and celebrating Korea. And since we’re talking Korea… Koreans have seriously fallen in love with Tesla. In 2025, Tesla sold roughly 59,900 EVs in Korea - about 27% of the entire Korean EV market, putting Tesla right behind Kia. The Model Y alone did around 50,400 deliveries, making it the #1# imported vehicle in Korea. And among Korean buyers in their 30s, nearly 4 out of every 10 imported cars purchased were Teslas. Then in 2026, in the first half of the year, Tesla represented roughly 30% of ALL imported vehicle sales in Korea. That’s pretty crazy… nearly 1 out of every 3 imported cars sold in Korea was a Tesla. Korea loves Tesla. Happy Chuseok to everyone celebrating around the world… 즐거운 추석 보내세요!

I bet all these AI companies are sweating right now bc they know SpaceXAI is about to take over. This fool just told Elon it's already over for SpaceXAI and that in 2 to 3 months, Anthropic and OpenAI will have something even better. Many forget, SpaceXAI is just 3 yrs old. Anthropic is about 6. OpenAI is about 10. Elon said if they keep picking up speed, SpaceX is going to be in first place in about 6 months. He's also cautiously optimistic they have a model at Anthropic's Fable and OpenAI's GPT-6 level in 2 to 3 months. They started last… and they're the ones catching up the fastest to become first. Once AI is smart enough to do the job, getting even smarter stops mattering. You don't need a genius in your toaster… you need it to do the work, be there when you ask, and be cheap enough that normal people use it every day. The hard part honestly is the computers. Getting a huge number of AI chips powered up, fast, is incredibly hard. Remember, SpaceX was told Colossus would take 24 months. They had it running in 122 days, then doubled it to 200,000 Nvidia H100s. Anthropic agreed to pay SpaceX $1.25 billion a month to use Colossus. Google builds its own chips, and they still agreed to $920 million a month starting in October, for about 110,000 GPUs. Once both are running, that's over $2 billion a month from two of the companies that are “supposed” to be ahead. Grok 4.7 came out Monday. On the 7 tests xAI put out, it beat OpenAI's GPT-5.6 Sol on 5 of them. Sol still leads the other 2. Artificial Analysis had Grok at 46 and Sol at 47… only a one point difference. Grok is $2 in and $6 out per million tokens. Sol is $4 and $20. A 3-year-old company is about to take the lead. The companies with the head start are already renting its computers. And soon all these AI companies are going to be shitting their pants, shocked at how fast SpaceXAI caught up and left them in the dust.

BILL GATES WHERE THE ART THOU?! I hope you're watching the Tesla Semi event tonight... Tesla opens the Semi factory tonight at 6pm PT, live on 𝕏. In 2020 Bill wrote that an electric 18-wheeler would probably NEVER work. "The problem is that batteries are big and heavy. The more weight you're trying to move, the more batteries you need to power the vehicle. But the more batteries you use, the more weight you add, and the more power you need. Even with big breakthroughs in battery technology, electric vehicles will probably NEVER be a practical solution for things like 18-wheelers. Electricity works when you need to cover short distances, but we need a different solution for heavy, long-haul vehicles." BTW, he also bet against the company... he shorted $TSLA. In 2022 Elon texted him and asked if he still had a $ half-billion-dollar short position against Tesla. And he did. On December 17, 2025, Elon said that short was about 1% of Tesla's shares, and that it might have cost Gates over $10 billion by now. Elon even once said Gates told him in person, at Giga Texas, that a long-range Semi was impossible. The Tesla team has been grinding over the years as people gave up on the Tesla Semi program... every year it slipped, more of them walked away. In The Master Plan, Elon wrote the goal down on July 20, 2016... Tesla was NOT going to stop at cars. Heavy trucks had to go electric too, bc that is where a ton of the fuel actually gets burned. The team showed the Semi on November 16, 2017 and PepsiCo took the first ones in December 2022, hauling real freight with them ever since. And tonight they are opening the factory. The building is 1.7 million square feet, next to Gigafactory Nevada. Tesla sized it for up to produce 50,000 Semis a year. And Dan Priestley has said there will be many thousands by the end of 2026. So here are the facts. 1/ Standard Range is about 325 miles. Long Range is about 500. Both of those are at a full 82,000 lb load. 2/ It uses about 1.7 kWh per mile. A diesel Class 8 usually gets around 6 to 7 miles per gallon. A gallon of diesel holds about 38 kWh of energy. At 7 mpg that is a little over 5 kWh of fuel burned every mile. The Semi uses 1.7. The diesel is burning about 3 times the energy to move the same freight. 3/ The long range truck can take up to 1.2 megawatts. Tesla says about 60% of the battery comes back in 30 minutes. That is a driver’s required break, and on the 500-mile truck it is on the order of 300 miles. There is also a 25 kW outlet on the truck, so a refrigerated trailer can run off the battery. 4/ After the driver, fuel is one of the biggest bills a fleet has. $4 diesel at 7 mpg is about 57 cents a mile. Electricity at 15 cents a kWh and 1.7 kWh a mile is about 26 cents a mile. The direction is a lot less $ money per mile, and the price of electricity does not swing around the way diesel does. You also drop the oil changes, the diesel exhaust fluid, and the emissions equipment that keeps parking diesel trucks in the shop. Regenerative breaking slows the truck down, so the brakes last longer. It's clearly a financially better decision for businesses. 5/ Medium and heavy trucks were 23% of US transportation emissions. Transportation was the largest source of America’s direct emissions. These trucks are a small share of the vehicles, yet a huge share of the fuel. Take one diesel doing 100,000 miles a year at 7 mpg. That is about 14,300 gallons. The EPA puts about 22.5 pounds of CO2 in a gallon of diesel. Call it 145 metric tons a year, out of one tailpipe. The Tesla Semi also has no tailpipe, no diesel soot, no NOx on the street next to the warehouse, the port, or the school by the highway. A diesel is stuck burning diesel for the rest of its life. 6/ 800 kW is about 1,070 horsepower, from three motors. A lot of diesel tractors are 400 to 600 horsepower, and a full trailer makes them crawl on a grade while cars stack up behind. The Tesla Semi has the power to keep its speed. Tesla says those three motors can also catch a jackknife. The battery sits low, which makes the truck harder to roll. And Tesla Semis are designed for autonomy. 7/ PepsiCo has been running Semis since December 2022. Einride ordered 500, starting this month, across California, Texas, New Jersey, Illinois, and Georgia, including Amazon freight. This week ZET SCALE, a shipper group with Microsoft and PepsiCo in it, picked Tesla as the primary truck for a program of up to 2,500 electric Class 8 trucks. Tesla’s own account said 2,500 Semis. Kenworth, Volvo, and RIDE are also named in that deal, so the split is one of the things to listen for tonight. IMC ordered 50 for California port runs. DHL and ABF already bought after real pilots. Semis spotted at the factory today already had customer logos on them - PepsiCo, US Foods, DHL, Einride, ABF, IMC, WattEV, OK Produce, and more. So Bill, I hope you’re watching tonight. The truck you said would probably NEVER work is now getting its own 1.7-million-square-foot factory ready to be built at scale. The debate over whether an electric 18-wheeler can exist is over. Now the question is how big this gets. And knowing Tesla, the Semi we see today is probably only the beginning.

Almost got hit this morning. Left turn lane at a light. Arrow goes green, FSD rolls into the turn, sun right in the windshield. Then for whatever reason this lady swings a U-turn at the last second, right across my lane. My Cybertruck goes from 15 mph to 1 mph in a little over a second. I never touched the brake, screen still says Self-Driving. I hadn't even finished processing what I was looking at, and FSD had already slammed the brakes. This is why FSD is so important... People get tired, look at their phone, panic, or just make mistakes. Tesla's AI on the other hand is always watching every camera angle footage, every second. Humans are bad drivers. FSD saves lives. This technology is priceless.

One can imagine what would happen if Tesla and SpaceX built their own AI sunglasses with Grok + Grok Bot integrated directly into them. Tesla + SpaceX engineering and design. Grok as the intelligence. Grok Bot getting things done for you. That could be a seriously powerful product… I bet they’d sell like hotcakes if they made one.

Sam Altman is probably shitting his pants today... Grok was an early beta in November 2023. And today, xAI shipped Grok 4.7, in just under 3 yrs. ChatGPT had already been live for about 11 months before Grok even existed... OpenAI had the head start. On the 7 hard-work tests xAI published today, Grok 4.7 beat OpenAI's GPT-5.6 Sol on 5 of them. 1/ Coding, the longer jobs... Grok 46.3%. Sol 41.7%. 2/ Electrical engineering, actually designing circuits... Grok 64%. Sol 39.4%. 3/ Multi-hour office work... Grok 1,657. Sol 1,487. 4/ Multi-hour work in the computer terminal... Grok 38.0%, Sol 37.3%. 5/ Legal work... Grok 19.6%. Sol 2.5%. Sol still leads the other 2. 6/ A second coding test... Sol 72.7%. Grok 71%. 7/ Doctor-style reasoning... Sol 60.5%. Grok 56.7%. Then an outside lab (Artificial Analysis) graded them... Grok got a 46. Sol got a 47. Just a one point difference. On coding agents, meaning an AI that writes the code and then runs it, that same lab had Grok at 56 and Sol at 55... Grok passed Sol. FYI, GPT-6 and Claude are still at 62. And one more from that same lab, bc this is the test that looks like a real job. The AI had to hand you the document, the spreadsheet, the slides... Grok scored 1,695. Sol scored 1,588. OpenAI's newer GPT-6 scored 1,542. Claude was still first, at 1,735. And FYI, the price did not go up... Grok 4.7 still costs the same as Grok 4.6 with $2 per million tokens in, $6 out (Sol is $4 in and $20 out). Materially more capabilities, but Grok is still the same price... It's awesome to see Grok caught up to a company that was already about a year ahead, in just 2 years and 10 months. And I bet soon, Grok will surpass them all... Elon is back with SpaceXAI!

Meta just launched Muse. And they’re calling it “the world’s first personal AI agent built for everyone.” An AI that actually does things… It gets its own secure computer, opens a browser, books things, sends emails, and keeps working even after you close the app. But doesn’t this sound familiar?! Bc I’ve basically been living this way with Grok Bot… I also give it work, it uses a real computer, it handles the browser, it connects to my tools, and it gets things done. Then Meta shows up with Muse and suddenly it’s being presented like they discovered the personal AI agent. This is Mark Zuckerberg’s greatest talent. He does NOT invent new categories. He’s the king at copying them, scaling them, and putting them in front of billions of people. Just to name some examples… Snapchat proved Stories, then Meta copied Stories. TikTok proved short-form vertical video, then Meta built Reels. 𝕏 proved the public text feed, then Meta launched Threads. Now AI agents are becoming the next huge computing platform… and here comes Muse. It’s the same playbook. 1/ Let someone else prove the idea. 2/ Build Meta’s version. 3/ Plug it into a massive distribution network. 4/ Market it like something completely new. Don’t get it twisted, Muse is a copy of Grok Bot… you almost have to respect how consistent Zuckerberg is at copying.