I think people are seriously underestimating what Cybercab means for Tesla’s future. For the past few years, everyone has been waiting for a smaller, cheaper Tesla to restart growth. And as that car failed to arrive, the assumption became that Tesla had lost its way or abandoned its high-volume ambitions. I think Tesla is laying the foundation for something much bigger. My read is that Elon made a deliberate decision to give up the obvious next product—a cheaper car with a steering wheel—and concentrate the company’s engineering talent on Cybercab and FSD. That takes conviction. You’re walking away from a product people already want, accepting slower growth, and putting enormous pressure on your teams to deliver. But I think Elon understands something that gets overlooked: a large company can have all the talent and resources in the world and still produce mediocre products because its attention is scattered. Remove the backup plan, and suddenly the entire company has to make this work. That kind of urgency can produce extraordinary innovation. And here’s where I think this gets really interesting. Once Tesla proves Cybercab’s software, manufacturing, and vehicle architecture, it can build an entire lineup on that foundation. Small cars. Larger cars. SUVs. All designed around the passenger. All benefiting from simpler systems, fewer parts, and a fundamentally different way of manufacturing. That’s the path I see back to millions more vehicles a year. Cybercab is the first step in that future. The work going into it today could make the vehicles that follow dramatically better and more affordable. Yes, Tesla is paying a price for this decision right now. But I think the focus it creates gives Tesla a much stronger shot at leading the next era of transportation. Five or ten years from now, I suspect we’ll look back at this period and realize how much of Tesla’s future was being built while people were declaring its growth story over. I break down the reasoning and the path ahead in my new video.

I’ve been to almost all the major Tesla events since 2012. Tonight was definitely one of the best. The displays that Tesla set up were amazing. They showed the unboxed assembly, various systems, new battery pack design, demo cars, etc. And they had a ton of Tesla employees to chat with. Tonight was about Tesla saying “we promised a revolutionary new car and we’re delivering on our promises.”

Cybercab supports the full Robotaxi geofence. I was able to set the dropoff all the way at the north end, which would have been an hour ride.

Wow didn’t expect to be blown away by the Cybercab, but I was. Talked to 10-15 Tesla engineers at today’s event and saw all the work they put into the car. Everything was re-thought and designed for efficiency, manufacturing and reliability. Super impressive. The Cybercab is truly unlike any other car out there.

AI will be able to do anything digital (that doesn’t require shaping atoms) at a superhuman level by the end of next year

Yes

Affordable Level 5 self-driving requires AGI and is still at least 5-10 years away. First you need multimodal multiplexed AGI, then you need real-time inference, then on an energy-efficient, low-cost edge chip. Many steps left.

Ride in Robotaxi through 8/23 for a shot to attend our Cybercab launch event More rides = better odds

BOOOM! I SAW THE FUTURE. Grok Bot is the “iPhone Moment” for AI. This is the most powerful AI product I have used. The app, the OS, the very device you use is now irrelevant. And this is the worse it will get. See we have become accustomed to the mechanical process of using the computer and the os and the app. The rise of Grok Bot shows this future. With just a few words you can command a legion of real but virtual computers that operate the Apps and OS you once did. And instead of the toiling of dealing with the machine and the nomenclature of the entire process, you just tell it you want X done and you get the results. No code to test no reviews, just the results. This will fundamentally changes the entire tech industry and redefine the way we see iOS vs. Android and MacOS vs. Windows. But also what hardware we run this on. What makes Grok Bot different from other products in the market is the way it treats the user, it need far less input and the way it act upon the user’s needs, the virtual computers. Grok Bot is ready for just about everyone. It is not pointed to developers. And this is the core strength. Some are at a historic milestone where the mechanical work of the user will been seen as quaint. The future will not understand our old thinking. I continue to test but I am at 100% of my use for now. But I shall find a way. This is a big wave of change.

France Minister of Transportation on @Tesla's FSD in new video: "The safety trade-offs are not yet sufficient to authorize it as it currently stands. All the more so since this system is not a self-driving system; So what are our concerns? Without going into overly technical detail, there are several. First example: we've found that the system allows for speeding. Another example: according to the data we have, the system doesn't guarantee an optimal level of driver attention in urban settings and during the most complex maneuvers, such as lane changes, intersections, or roundabouts. So what are the next steps? We're currently continuing our technical discussions with the Netherlands, other European states, and Tesla to refine our analysis. Last week, a representative from the Ministry of Transport's services traveled to the Netherlands. I want to emphasize this: France supports these technologies, and their deployment must happen within a framework of trust that allows us to evaluate the systems and determine what adjustments FSD needs to guarantee a high level of safety. This autumn, I will also be bringing together the French autonomous vehicle ecosystem to present the levers that will accelerate the deployment of this technology and to set a direction for the coming years. In France, we're fortunate to have world-class automakers and automotive suppliers, as well as some of the best engineers in the world in artificial intelligence and digital technology. We have real cards to play, and we're ready to play them — but never at the expense of safety on our roads."

The dura is the brain's armor: a membrane so tough that a surgeon normally cuts through it with a scalpel. For the first time in our clinical trials, we inserted the electrode threads of our implant straight through the dura and into the cortex, keeping the dura intact. Here's how we did it 🧵

Good idea

SpaceX a clôturé son premier jour de cotation à 2 100 milliards de dollars, +19%. Tout le monde regarde le chiffre. Personne ne regarde ce qu'il price réellement. Laissez-moi vous dire ce que le marché vient d'acheter, et pourquoi je pense que cette boîte vaudra 30 à 50 trillions d'ici 5 ans. D'abord, le symbole. Cette IPO est un référendum. D'un côté, 20 ans de discours sur la décroissance, la sobriété, la redistribution, la fin de l'histoire gérée par des comités. De l'autre, un homme qui a dit "je vais rendre l'humanité multiplanétaire", que tout le monde a traité de clown, et qui vient de créer la plus grosse entreprise cotée de l'histoire en partant d'un entrepôt à El Segundo. Le marché a voté. Le wokisme avait des départements RH, SpaceX avait des fusées. Les fusées ont gagné. Ensuite, la mécanique économique, parce que c'est là que tout le monde se trompe. Les analystes valorisent SpaceX comme une entreprise de lancement plus Starlink. C'est comme valoriser Internet en 1995 sur le marché du fax. Starship ne réduit pas le coût du kilo en orbite de 20%, il le divise par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le coût du calcul divisé par 100 a donné Internet, le smartphone, l'IA. Le coût de l'orbite divisé par 100 va donner une économie spatiale complète. Faisons la liste de ce qui devient rentable quand le kilo en orbite coûte le prix d'un billet d'avion. Les data centers orbitaux, avec énergie solaire continue et refroidissement gratuit, au moment exact où l'IA fait exploser la demande énergétique terrestre. La fabrication en microgravité de semi-conducteurs, de fibres optiques, d'organes imprimés impossibles à produire sous gravité. Le tourisme orbital de masse, puis les hôtels lunaires, qui passeront du fantasme au business plan exactement comme la croisière de luxe au 20ème siècle. Le transport point à point terrestre, Paris-Tokyo en 40 minutes. L'industrie minière des astéroïdes, dont un seul corps de classe M contient plus de métaux que tout ce que l'humanité a extrait depuis le néolithique. Et Mars en ligne de mire, pas comme destination touristique, mais comme le plus grand projet d'infrastructure jamais entrepris, avec tout ce que ça implique de demande en énergie, matériaux, robotique, IA. SpaceX ne participera pas à ces marchés. SpaceX possède le péage d'entrée de tous ces marchés. C'est AWS, mais pour la civilisation. Apple vaut 3 500 milliards en vendant des rectangles de verre sur une seule planète. Le premier monopole d'accès à une frontière infinie à 30 ou 50 trillions dans 5 ans, ce n'est pas de l'exubérance, c'est une simple règle de trois sur l'expansion du marché adressable. Et maintenant, la partie que je préfère. Ce futur n'a pas besoin de bureaucrates. Il n'y a pas de comité consultatif en orbite. Pas de commission Théodule sur Mars. Chaque dollar de cette nouvelle économie sera créé par des ingénieurs, des techniciens, des soudeurs, des pilotes, des entrepreneurs. Les diplômés en gestion de la norme vont devoir apprendre un métier utile, et franchement, c'est une excellente nouvelle pour eux aussi : construire est infiniment plus fun que contrôler. Parce que c'est ça, le vrai signal d'aujourd'hui. Pendant 50 ans on nous a vendu un futur rétréci : moins d'énergie, moins d'enfants, moins d'ambition, gérer le déclin proprement. Et là, d'un coup, le plus gros actif financier du monde est un pari sur l'abondance, l'expansion et l'aventure. Le pessimisme vient de passer en position vendeuse sur lui-même. Le futur sera méga fun. Il y aura des hôtels avec vue sur la Terre, des honeymoons en orbite, des gamins qui diront "papa, c'était comment avant les fusées réutilisables" comme on dit "c'était comment avant Internet". Et quelque part dans les années 2030, un humain marchera sur Mars en livestream devant 5 milliards de personnes, et ce jour-là plus personne ne se souviendra du nom d'un seul de ses détracteurs. Achetez de l'optimisme. C'est encore sous-valorisé.