Why Tesla And SpaceX Are Suddenly Moving VERY Fast Again! $TSLA $SPCX nitter.net/i/broadcasts/1YxNrbqpB…

🚨 Chinese EV makers building full-scale factories in the US sounds simple. The economics don’t. @theJeffLutz points to the biggest problem: labor and supply-chain costs are dramatically higher in the U.S., while Chinese automakers also lose the supplier terms that help their model work at home. @TeslaBoomerMama adds that much of the profit comes from selling overseas, not from China itself. And @CernBasher raises the geopolitical angle: could Giga Shanghai become part of the bargaining? So is this really about factories in America? Or is it leverage in a much bigger negotiation? $TSLA

🚨 NEWS: Tesla’s expected EU FSD vote on Oct. 6 is no longer on the agenda The European Commission’s published agenda for the Oct. 6 TCMV meeting includes the Netherlands’ Article 39 authorization request, but no vote on Tesla FSD (Supervised). The next opportunity now appears to be December at the earliest. That pushes back a decision Tesla investors had been watching closely for a potential broader European rollout. $TSLA

Curious why Elon and Tesla keep referring to the Roadster event next week as “10.01”? Yes of course it’s Oct 1st. But for CyberCab event the invites and coverage used “October 10” or “10/10.” They did not repeatedly style it as “10.10” the way they are now using “10.01” for the Roadster. Easter egg? Some say 100 mph in 1 sec. Some say merger announcement. What say you?

Humanoid robots are improving fast, but flashy demos still hide the harder question: how many are actually working reliably in the real world? @Rewkang and @GoingBallistic5 sat down with @herbertong to separate the hype from deployment. Timestamps: 00:00 State of Robotics Today 01:42 Demos vs Deployments 09:02 Public Investing Access 16:55 Hardware and AI Bottlenecks 22:38 Physical Intelligence ROI 29:27 Figure Field Notes 34:11 AI Breakthroughs and Scaling 37:51 Robot Demand Outpaces Supply 41:10 Robotics iPhone Moment 47:12 Human Video Scaling Unlock 53:55 Humanoids in Homes Timeline 01:00:14 Safety Privacy and Standards

🚨 A LOT changed across Elon’s companies in just 4 days! Grok 4.7 shipped, Tesla deepened AI integration, NASA added more Dragon flights, Optimus supplier activity picked up, and Starship moved closer to deploying V3 Starlink. The bigger signal? Tesla, SpaceX, Grok, Optimus, and Starlink are starting to look less like separate projects and more like one connected system. 🚀 $TSLA $SPCX

🚨 Tesla employees are reportedly wearing camera backpacks to teach Optimus how humans move @JOBhakdi points to Giga Berlin, where selected workers are said to be recording movements for robot training behind the scenes. At the same time, reports from China suggest Optimus components are starting to move in larger volumes. That makes Tesla’s strategy pretty clear: Train the robots inside its own factories first, then scale from there! But Jo also makes an important distinction. Optimus could be huge long term, while Cybercab may be the more immediate business once the tech and regulation are ready. One is the bigger dream. The other may start making money first. 🚀 $TSLA

🚨 Tesla just added 28 Robotaxis in Texas in one shot! @JoBhakdi breaks down the latest DMV data: → 19 new Model Ys → 9 new Cybercabs → 476 total registered vehicles → 67 Cybercabs That puts the Cybercab fleet roughly 50% above launch-day levels. The next milestone to watch? 100 Cybercabs! But there’s still an important caveat: registered doesn’t always mean actively serving riders, and street trackers still show a smaller number in operation. And hanging over all of this is the NHTSA audit. So the fleet is clearly growing. The bigger question now is whether regulation can keep up with the ramp. $TSLA

🚨 Tesla may be closer to Optimus production than the market thinks 👀 @thejefflutz points to reports that Tesla’s robotics team has started auditing three Chinese suppliers tied to core Optimus components. That matters because supplier audits usually happen when a company is getting serious about quality, compliance, and production readiness. Oppenheimer is still cautious on the timeline and says Optimus could face more delays. But the bigger question isn’t just whether Tesla can build robots. It’s whether Optimus can show enough real intelligence to justify scaling them. If these supplier reports are accurate, Tesla may be getting closer to answering both questions. $TSLA

🚨 Morgan Stanley thinks Tesla + SpaceX may already be building the blueprint for physical AI. Jeff @thejefflutz breaks down the idea: SpaceX brings compute, Starlink connectivity, and capital. @Tesla brings energy, manufacturing, data, and eventually Optimus at scale. Then add Terrafab, Megapacks powering compute clusters, shared suppliers, and robots acting as edge data nodes. That starts to look less like two separate companies and more like one connected AI infrastructure stack. The bigger shift is this: AI value may move from better chatbots to intelligence that can actually act in the physical world. And Tesla + SpaceX are trying to own the hardware, energy, compute, connectivity, and bots needed to make that happen. 🚀 $TSLA $SPCX

🚨 Wayve just scored a major production deal with Mercedes-Benz! The two companies signed a definitive agreement to integrate Wayve’s AI Driver into future Mercedes vehicles. Wayve says its system is already integrated into Mercedes’ production architecture using Mercedes hardware and MB.OS, with testing underway across Germany, the US, and the UK. That’s a big step for end-to-end AI driving. @wayve_ai is moving from proving the tech works to getting it into real production cars.

🚨 Chris Camillo thinks Robotaxi is Tesla’s near-term test.. but Optimus could be 100–1,000x bigger! @thejefflutz breaks down Chris' view that if Tesla can prove it can scale Robotaxi in the real world, it does more than validate autonomy. It shows Tesla can take AI, compute, manufacturing, and software and turn them into a real business at scale. That matters because Optimus is a much harder problem. Humanoid bots need generalized intelligence, training, inference, manufacturing, and economics all working together. Chris thinks that opportunity could eventually support a $10–$20 trillion valuation! So Robotaxi may be the proof point. Optimus could be the much bigger bet. 🔥 $TSLA

🚨 Starlink Gen 3 is starting to look less like a satellite network and more like an AI data center in orbit. @thejefflutz highlights that SpaceX’s FCC application for up to 100,000 Gen 3 satellites has now entered formal review. Elon says each satellite could eventually deliver around 10 Tbps, with a path to 100+ Tbps, while running at roughly 250 kW. But the biggest twist is onboard compute. Gen 3 could include a SpaceX-designed NVIDIA Vera Rubin NVL72 computer, which starts to blur the line between communications satellite and orbital AI infrastructure. Add Starship, faster terminals, direct-to-phone ambitions, and SpaceX’s push toward massive orbital compute... Starlink may be evolving into something much bigger than global internet. $SPCX $NVDA

🚨 Tesla just added 9 more Cybercabs to its Robotaxi fleet. According to Texas DMV data, that brings the total to 67 Cybercabs now registered. The bigger thing to watch now is whether these additions start coming faster. $TSLA

🚨 Tesla FSD just cleared another European country, with a much bigger EU decision only days away! @thejefflutz breaks down Czechia becoming the 7th European country to approve FSD Supervised, bringing Tesla to 15 countries worldwide. The catch? Those 7 European approvals still represent only about 11.8% of the population needed toward the EU’s 65% threshold. So there’s still a long way to go. Czechia also says FSD will operate under certain conditions, with drivers still required to supervise the system. The bigger takeaway is momentum. Tesla keeps adding countries one by one, but Oct. 6 is the date that could determine whether this stays incremental or gets much bigger, much faster. $TSLA

🚨 Tesla’s Cybercab ramp may be accelerating faster than the registration numbers suggest. @thejefflutz is tracking Texas DMV data, and Tesla is now at 448 registered Robotaxi vehicles: 390 Model Ys 58 Cybercabs But the more interesting signal is the VIN sequence. Jeff estimates Cybercab production may have gone from roughly 100–150 per week in August to a possible 300+ per week run rate by mid-September. Tesla still appears to be ramping carefully, likely pausing to make fixes, improve factory yield, update hardware like embedded Starlink, and match software and regulatory readiness. The fleet is growing. But the VINs may be telling us the factory is moving even faster. $TSLA

🚨 Morgan Stanley’s Adam Jonas just laid out one of the clearest cases yet for why Tesla and SpaceX keep looking more connected. His view: both companies are working toward the same goal, turning energy into intelligence in the physical world. SpaceX brings Tesla: Compute Connectivity Capital Tesla brings SpaceX: Robots Data Energy Manufacturing And the overlap already runs through chips, AI hardware, batteries, solar, materials, vendors, talent, and culture. The takeaway is simple: Tesla and SpaceX may still be separate companies, but the stack is already converging. $TSLA $SPCX

🚨 Jeff Bezos has almost the opposite AI take from most people! Instead of AI replacing humans, he thinks it could eventually create a labor shortage! @TeslaLarry breaks down the idea: AI speeds up the “dream-build loop,” making it easier to turn ideas into real products. That means the limit may shift from what we’re capable of building to what we can imagine. More invention → more businesses → more work → more demand for people. They also point to Amazon as an example of technology creating huge value by saving people time and lowering costs. The bigger idea is simple: AI may not make humans less useful. It could make human ideas more valuable. $AMZN