Go for launch

Great question!! 1. I put Tesla as number one, the gold medal, for a reason -- they have the clearest path to winning the most market share because of vertical integration. 2. However, China can make the cheapest cars in the world with price dumping and cheap labor; they will provide AVs to 75% of consumers. Basically, everyone on Earth but the USA--which will block Chinese AVs forever. 3. Uber will have 20+ partners giving them the most AVs globally; most of them will cost under $30-40k -- basically right behind Tesla's cost. In aggregate, that will give $UBER the silver medal... and their stock will be $500 in ten years. 4. Don't be surprised if Uber owns NURO, LUCID and an Asian low-cost car maker in the next three years. They can buy all these companies eventually with their cash flow. Easy transition for @dkhos to manage if he goes that way. 5. The company most at risk is Waymo, which is going to need to buy a car company in the next year or two to scale their program and get cars down to $30k. That's why I put them in 3rd place with a bronze medal. 6. The ridesharing pie is going to explode from 1% of rides to 30% of rides... that gives Tesla 12 points of global rides, Uber 11 points and Waymo 5 points -- let that sink in. That's a huge market that one company simply can't own... 7. Regulators will slow AV deployment massively in order to save people's jobs and off-board drivers without causing riots and Waymo being burned in the streets. See China for background on AV deployment being halted.

Before vs after

@elonmusk The most entertaining outcome for our simulation is to merge $TSLA and $SPCX at a price of $694.20!

X has summarized the situation perfectly! Nice job @grok! @TeamYouTube @YouTubeCreators @YouTube reinstate my channel!

I am the WiFi

Optimus 3 is special

start from the bottom holding calls where time is working against you usually ends up losing you money 9 out of 10 times. the only method that works is scalping

Expanding Robotaxi service!

We – design the chips & hardware – make the cars w/ said hardware – collect real-world data at scale – train the real-world AI model – built (& continue to expand) the massive supercomputer cluster that trains it – deploy AI directly to millions of robots on wheels All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world

I am not often happy

When you weren’t even planning to buy Cybertruck but still upset Elon gave only 10 days to buy it at 60k nitter.net/saylordocs/status/2015…

First Cybercab off the production line at Giga Texas

Breaking Palantir was allegedly hacked. An AI agent was used to gain super-user access and here”s what the hackers allegedly found: Peter Thiel and Alex Karp commit mass surveillance of world leaders and titans of industry on a massive scale. They have thousands of hours of transcribed and searchable conversations of Donald Trump, JD Vance and Elon Musk. They have backdoored the devices, cars and jets of world leaders and accumulated the biggest archive of blackmail material. Palantir is creating nuclear and bio weapon capabilities for Ukraine and is working closely with the CIA to defeat Russia. They believe they are one year away. They plan to achieve this by keeping Russia busy with meaningless peace negotiations. Palantir is responsible of the majority of Palestinian deaths in Gaza. They have developed the AI targeting for Israel. Palantir is an arm of the CIA and all data from international clients is copied into a CIA spy cloud. Palantir has become the most dangerous company in the world. If you work there you have the right to know that this is what Palentir AI is used for, without your knowledge. The Palentir data the hackers allegedly gathered will be given to Russia and/or China. I was chosen as a trusted partner for this publication. I’m not involved in the Palentir hack and I don’t know the hackers. But I do know that the hack happened.