Elon Musk said at 100 GW/year of orbital AI compute (@ $10 per watt), @SpaceX would add $1 trillion in annual revenue every year, and at higher pricing it could be $3–5 trillion, stacking each year because the satellites will keep running in space. Bullish on space. 🚀

Things you don’t need to worry about when buying a Tesla: • Driving (FSD takes you everywhere) • Oil changes • Stopping at gas stations • High gas prices • Spark plugs or ignition coils • Transmission fluid changes (Tesla has a simple single-speed gearbox) • Exhaust system repairs (mufflers, catalytic converters, oxygen sensors) • Radiator, water pump, or coolant flushes • Timing belt/chain replacement • Fuel pump or fuel injector cleaning/replacement • Serpentine belt or accessory belt replacements • Head gasket failures • Replacing 12V batteries (Teslas have lithium batteries) • Transmission faults or failures • Emissions testing & failing smog checks • Overheating from coolant leaks or failed thermostats • Multiple brake pad/rotor replacements (regenerative braking enables brakes to last onwards of 100k-200k miles) • NO MORE CHECK ENGINE LIGHTS. • Driving past 3 gas stations because “it’s 10 ¢ cheaper 2 miles away” • Catalytic converter theft (yes that’s a thing) • Not dealing with aggressive dealerships and service. + many more. All the maintenance a Tesla really needs is: • Tire Rotations • Cabin Air filter replacements • Brake fluid changes if needed after many years Unlike a gas car that has 2,000-3,000 moving parts in its powertrain, a Tesla has only 20-50 moving parts.

Tesla said today that they’re rebuilding the entire in-vehicle navigation system from the ground up with AI. It’s going to have voice integration, and will learn your personalized preferences: Ashok: “It’s only right that we shouldn’t be depending on external people’s maps. So we are building our own maps, but not like the same way as traditional maps. We are building an entire new architecture with essentially AI-based mapping and navigation. It’s going to be super awesome. It’s going to be integrated with voice. You can talk to it and ask for different routes. It’s going to learn your personalized preferences, plus also the fleet preferences. The collective intelligence of all the cars are going to flow into making the maps and navigation. You’ll see the start and end of trips already use this technology pretty soon as part of the V15 release. Over the next several months, it’s just going to take over all of the navigation functions, parking, destination handling. We’ll know you better than you know yourself in some regard for the driving tasks. It’ll handle it fully.” Can’t wait for V15. It’s going to include so many new features.

Cathie Wood’s ARK’s Invest released their $TSLA 2031 valuation model. • Bear Case: $3,300 ($1.2T revenue) • Base Case: $4,400 ($1.45T revenue) • Bull Case: $5,000 ($1.62T revenue) Even ARK’s Bear Case would imply an ~9x return from current levels

Tesla built the world’s largest Supercharger station in Lost Hills, CA, called “Oasis.” It’s powered by the full @TeslaEnergy ecosystem almost entirely off-grid. 11 MW of Solar power for 164 stalls. There is also 24/7 convenience, restrooms, seating areas, pet areas, etc.

Here it is. @Tesla FSD V14.3 Lite for Legacy Model S & X with vertical displays. It has given these vehicles a whole new life. 10+ year-old cars with upgraded hardware can now run FSD V14. It is missing some features like Arrival Options and Start from Park, which will probably be added in future releases.

Optimus and Cybercab will be the vast majority of Tesla’s value. The only things that will scale to incredible size (K2 and beyond) economically are super intelligence, robots, solar power and mass to space. And, of course, if you have the first two, the rest will follow. But Roadster is super cool, so we’re doing it anyway.

The new @Tesla Roadster with the Thrust Augment puts out more thrust than an F-16 fighter jet at military thrust. • Roadster: >80 kN (~18,000 lbf) • F-16 military thrust: ~79 kN (17,800 lbf) (Military thrust is the maximum thrust a jet engine produces without using the afterburner)

A lot of talk between the Tesla Roadster, and the McMurtry Spéirling’s fan suction system. • The Roadster’s system will be street legal, the Spéirling’s isn’t. • Roadster will generate ~2x the downforce than McMurtry’s system. • Roadster’s system is designed to move and flex so the suction system can still work over bumps and rough surfaces. • Roadster’s system has two modes. Full-seal maximum suction at lower speeds for maximum traction, then the front and rear skirts open at higher speeds so the fans switch to a higher-flow mode. Both awesome feats of engineering, but the Roadster’s system is more tailored for real world use.

Elon Musk in new upcoming interview says AI and robots will need to fix the deficit: "There's no way we were gonna solve the deficit from within the government. The only way we're going to solve the national debt is with AI and robots. We're not gonna solve it by trying to save our way there. The appetite to cut spending is not there at the presidency, the House, the Senate or the judiciary. Basically, no one in authority in the government whatsoever — with maybe a few rare exceptions. Maybe if the president made that his primary goal, we could do that. If you try to solve the deficit and stop wasteful spending, you make a lot of enemies. President Trump likes to be liked. He doesn't like people calling him, being upset about ... some funding being stopped. I kinda got carried away, basically and was gone for too long from my companies. What I should have done was be more in the background ... and probably only had it last for a month or two. I should have gone back and focused on AI a little sooner than I did." The full podcast interview with Walter Isaacson drops this Tuesday.