Yesterday I had the amazing opportunity to attend the 2024 @tesla shareholder meting, and ask @elonmusk a question (2 actually). I feel like I owe my fellow shareholders and explanation for the question, since I believe it is relevant for @Tesla_Optimus industrial adoption. I also owe Elon a huge thank you! (didn't get the chance) Here is the background: - Today when you deploy a robot into a manufacturing plant, you usually have to integrate into the line. That takes skilled labor and depending on the task, it means 1 or 2 engineers or technitians onsite for a period of 1 to 2 weeks. - When you hire a human, there is also training and productivity cost to "integrate". - This is not a problem when you integrate million dollar robots, integration cost is a relatively small portion of the total cost. - If Optimus ends up costing 20K it is an insane dela for manufacturing companies, but if on top of that it is easy to integrate, well... then we don't own enough tesla shares! From his answer I take that it would be similar to training a human in the sense that you don't need skilled labor onsite (which is very bullish too) The second question was if @Tesla_Optimus could take a different form factor. I asked if it could have no legs (assuming the task does not require walking), and therefore cheaper. The alternative question is what if it has 4 arms, no legs (similar weigh, thus similar cost). This optimus could have up to double the throughput than a human, and therefore provide double the value (price) at a similar cost. From his answer I take that at least at first Tesla will focus only on the traditional form factor. Overal my overwhelming feeling is that I don't own enough $TSLA. Thank you @elonmusk it was an honor to see you in person and get to ask you a question! my account is small so it might not have much visivility, but if you find this interesting please repost and comment. Thanks @SawyerMerritt @TeslaBoomerMama @smdcapital88 @ewtracker

We were wrong. It is vastly higher than that.

The statue of Prometheus is finally finished. It was cast in Paris, crossed the Atlantic, and was assembled at Starbase. It took us 100 days to go from nothing to this. People of the West, we have lived through an era devoid of dreams, devoid of destiny. But the time has come to reclaim our dream of antiquity. In a few months, we will start building a new city. It will be the most magnificent city in all of history. After all, the great dream of the West has always been to rebuild Rome. Come walk beside us in this endeavor. The world is waiting.

Our unboxed process for Cybercab assembles vehicle modules in parallel & frames the car in one step at the end. This streamlines automation & reduces the line size by half, unlocking much greater production capacity. The first real revolution in automotive manufacturing in over a century

It is the beginning of the end!

"cAr coMPaNy"

The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations: We identified a bot farm of approximately 200,000 accounts. Within this farm, we found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that depicted data-center operators enriching themselves at the public's expense. We remain committed to maintaining an open and authentic platform where people debate topics of public interest. We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our Authenticity policy.

Robotaxi now runs 6am to 10pm, 7 days/week Unsupervised fleet is a lot bigger Also, upgraded intelligence in vehicle distribution & routing means you wait less

Okay. Hear me out. 👀👀👀

Interesting! Got this promotional email from @Chase regarding @Tesla FSD! Not a loan promotion, not another Chase product, but full self driving alone! Happy to report I already subscribe, but even happier to see this marketing effort. You know about this @SawyerMerritt ?

A friendly reminder to @elonmusk that his loyal customers with growing families need a 3-row full size SUV from Tesla. This is what we want.

Bottom?

FSD Supervised helps save lives

Robotaxi now in Tampa & Orlando!

Our Bay Area rideshare service now goes to SFO ✈️

Starlink V5 directly integrated in Cybercab

Tells you everything you need to know about FSD.

Lol @sophaller

I test drove the @cybertruck while waiting for service on my model Y. What an amazing beast! Now I need $TSLA stonk to have a massive rally so I can bring you home!

Slowly...then...

Interesting!