Just arrived in town and ready for some stimulating conversation on this @x thingy majiggy. It’s #cocktailhour so ask me something early, before I get nasty… #magoo #tesla #comedy #florida

A couple of AI’s walk into a bar. After a few beers there was a Chat GP Got to Pee Moment.

*** Now add Starlink in Vehicle. RBG lighting. Continental Tires made for autonomy. Same logic….

KD Lang is touring again!

Apparently Tesla is more than a vehicle company… It’s a vehicle to fund Mars company.

Robotaxi and The Overton Window Most people have never tried Full Self-Driving. Plenty still insist they’d never ride in a robotaxi. That attitude is shifting. FSD has existed for years, but it changed once Tesla went end-to-end neural nets—“nothing but net.” Owners feel the gains daily. Everyone else is just starting to notice. Tesla’s robotaxi rollout mirrors that patience: small fleets in limited zones across Austin, Dallas, Houston, Miami, Orlando, and Tampa. Phoenix and Vegas are next. Tourist spots are deliberate. Visitors ride, post, and carry the stories home. Spreading thin across cities gathers richer data, builds ops experience in different conditions, and seeds acceptance in many places at once. One dense launch would make noise. This compounds it. The gold Cybercab seals the deal—sleek, no wheel, no pedals. Once regular passengers climb in, the “I’d never ride in one” line slowly dissolves. This is how the Overton window moves: steady exposure, real miles, people talking. What feels radical today is normal tomorrow.

Cirque de Old Age

Tesla 14.3.5 Evading skid marks aggressively

Is AI Forcing the UFO Disclosure Gatekeepers to Finally Open Up? Gov control on UAP info has been tight for decades. But it’s slipping fast. Eric Weinstein says officials reached out to him, Lex Fridman & Sam Harris to help “soften the blow” of major disclosure. Yesterday Dr. Phil reviewed new Pentagon files and called it straight: Gov has been “lying to us for 79 years” by omission. We’re in an Overton window shift. 25 years ago Garry McKinnon hacked NASA/military systems with a basic home computer hunting UFO evidence. Now AI scales that exponentially. VASCO project used ML on pre-Sputnik 1940s-50s sky plates and found unexplained transients consistent with artificial objects. Stanford’s Dr. Garry Nolan applies AI tools to study UAP materials & orbs. Even Anthropic’s powerful Fable 5 models were quickly restricted over risks to gov systems. AI lets regular folks scan archives at scale. Gatekeepers can’t contain it forever. Managed disclosure or uncontrolled wave ahead? What do you think? #UFO #UAP #Disclosure #AI

“The experts say there’s near infinite demand for AI compute…” But here’s the reality: Demand isn’t “near infinite” because policy and sovereignty will fragment it. • Governments (and nations) will want control over the most powerful systems (see the recent Anthropic shutdown). • The smart move for individuals/companies is localized AI — smaller, personal models that are useful without handing over the keys. • This caps the centralized hyperscale compute boom while still allowing real growth in distributed/edge computing. The race to AGI/ASI is real. The guardrails are coming. What do you think? And that crazy laugh 😳

Herbert Ong after 10+ videos on the SpaceX IPO and two weeks after the IPO: ‘When SpaceX eventually goes public… and it actually gets traded freely… the pitch won’t be ‘we launch rockets’…’ AI script cooked him hard 😂

It’s becoming less and less likely Tesla will let you add your car to the Robotaxi fleet… Because “Safety is our #1 priority” Tesla just released the official Cybercab First Responder Interaction Plan. Safety features include: • B-pillar mics for direct support comms • Underside speakers + active rising hood • Automatic two-way links during incidents Fleet Model Ys already have extras most private cars lack: • Side + rear camera washers • Upgraded front camera sealing • Redundant comms unit “Safety is our #1 priority” - Tesla. Inspections can flag wear. They won’t retrofit hardware. Add AI5 (massive gains next year) and private cars look even further behind. A true mixed fleet feels unlikely to me. Your thoughts? #Tesla #Robotaxi #Cybercab #FSD

Today @elonmusk spoke about Starshit. Elon: ‘Starshit will be orders of magnitudes larger than all shit combined. Gigashit is just not enough. I see a clear path to a Terashit. But it won’t be easy. We must exlax well.

TSLA Holders: Elon’s Words vs Reality Elon said he’s “first in, last out” with his shares. Called it the “biggest asset change in history, overnight.” Urged us: “Hold your Tesla shares — path to the largest company in the world, maybe bigger than the top 5 combined.” We listened. He put only ~$100M into SpaceX. Then sold ~$23B of TSLA stock to buy Twitter, folded it (and xAI) into SpaceX. That’s a transfer. xAI couldn’t live inside Tesla due to talent and massive stock option issues. He’s long craved total control (remember “funding secured” at $420). He has it at SpaceX — even post-IPO. SpaceX IPO’d massive. Its early big-money qualified investors made huge multiples. Tesla? Volatile and range-bound for stretches over the last 5 years, right on the eve of Robotaxi and Optimus catalysts. Broad retail base. Now rumors swirl that SpaceX wants to buy/merge Tesla. Elon gets unified total control. Real question: Does Tesla capture massive upside in the deal for the catalysts he hyped… or is this optimized mainly for his control and SpaceX’s valuation? Synergies could be real. But fair exchange ratio, independent process, and protecting retail value matter. What terms would make this right for you?

Emmet in his thread, Nov 16, 2020. He invested in SpaceX . Accredited investor. 😳 Don’t let them steal your shares @Tesla holders

Approving the Tesla-SpaceX merger is like voting communists into power in a democracy: this is the last time your vote actually counts. Elon’s 20% becomes permanent majority control. Future shareholder votes = theater. Poor analogy but something to consider?

You don’t hate these people enough!

Dear Tesla Board Members, As a long-time retail $TSLA shareholder, I remain deeply bullish on Tesla’s future in autonomy, robotics, energy, and AI. Elon has delivered extraordinary vision and execution over the years, and I believe he is uniquely positioned to lead these ambitious goals. However, recent dynamics raise legitimate questions about alignment and timing that deserve transparent addressing. SpaceX’s recent IPO features ~42% equity but ~82-85% voting control for Elon via super-voting shares. Tesla operates under standard one-share-one-vote governance, with Elon as the largest but still minority shareholder. xAI was founded separately and later moved under SpaceX. Merger discussions are now active in the market. Robotaxi progress has been real but deliberately measured — limited unsupervised operations in a few Texas cities with a modest fleet, Cybercab production ramp just beginning. This safety-first approach is prudent, yet the contrast with earlier optimistic commentary feels notable as merger rumors intensify and SpaceX lock-up periods begin to ease post-earnings. I am not opposed to a well-timed strategic combination that unlocks real synergies in compute, energy, and technology. But as a public shareholder, I want assurance that any deal delivers fair valuation and exchange terms that properly recognize Tesla’s upcoming shift to high-margin recurring revenue from Robotaxi and Optimus — before a major restructuring that could consolidate control. Incentives matter. Boards have fiduciary duties to all shareholders. Clear communication and independent oversight on timing and terms would go a long way toward maintaining trust ahead of what could be one of the most significant corporate combinations in history. Respectfully requesting an update or perspective. @jgebbia @robyndenholm @Tesla @elonmusk

You don’t hate these guys enough!

The All-In crew know the rules — but it feels a bit late and convenient now that they’ve already cashed in. I don’t hate Elon or wealth creators—SpaceX’s success is awesome. But the All-In guys are speaking from inside the club. Private funding rounds (pre-IPO) were off-limits unless you were already a high-net-worth accredited investor. Plumbers, welders, and regular builders? Excluded. Only employees + the wealthy got early shots at SpaceX, Uber, etc. Jason Calacanis turned $25k into ~$100 million on Uber (4,000x). The hosts rode similar waves in SpaceX rounds. Most people in 2015? “Sorry, not accredited.” Huge multiples missed. The regular builder sees the game is fixed. Bernie, AOC, and Robert Reich pile on for political points. But the reality is — it’s a big club and you ain’t in it. Now with torches & pitchforks out, they’re noticing. Add the tax game: unrealized stock gains get preferential treatment (Buffett’s secretary paid higher rates). Fix access without punishing success.