Bullish: @elonmusk does NOT see ANYONE competitive to Optimus in robotics. Decries "demos" by other companies are pre-programmed, deterministic demos. Not actual #SI. $TSLA

Tesla team suggests ARR on FSD is "approaching $1b" $TSLA

Elon: We've deployed hardware at our Austin research fab, but we're "figuring out how to work the equipment." Real production? "Late 2028" $TSLA

Cybercab is produced with 50% fewer parts compared to other Tesla's. $TSLA

Optimus: Tesla believes the cost of Optimus robot is trending close to the cost of the Cybercab. CFO on Earnings Call $TSLA -imo, that's close to $30k cost. Add 20-30% for profit. -Might mean first Optimus costs closer to $40k!

ELON on Optimus ramp timing: We're building an Optimus Academy where they can do "selfplay" to learn in our beta. We need 10,000-20,000 to "bootstrap" it. $TSLA "We need Optimus to play at scale to have it be really good in the real world." @elonmusk

Elon suggests Optimus's ramp "s-curve" will be slow. But framework for 1m/year production line is in place. May take 1-year plus to get to 20k units per week. $TSLA

LFG! $TSLA aiming for production of 5 million vehicles per year by 2030!! I've been projecting 4m; that's 25% better than even my bull case!!!

When pressed on how much $META Muse costs per user, Meta punted. Nothing to share. "Important to get the math on all this to work out" but in one year, we think "we can provide this intelligence at a fraction of the cost of today."

WOW, $META has ➡️ 500 million businesses ➡️ 3.64b daily active users AND Zuck says THREADS just bypassed X in usage. (Does anyone use Threads? I haven't!)

Zuckerberg sees Muse agents becoming multiplayer in the future, being able to talk to each other much more easily, vs "single player" agents are stuck in now. $META

2:1 stock split will give you ➡️ 1 voting share (the one you have) ➡️ 1 new non-voting share So they can basically issue more stock without Zuck losing control $META

WOW. $Meta headcount down 15% year-over-year.

Mark Zuckerberg suggests selling his California real estate and moving out of CA if Billionaire Wealth Tax passes.

Tesla & Meta Stock EARNINGS Live! xitter.cf/i/broadcasts/1XGygwdbw…

A 6.5-year-old A100 from $NVDA now rents for ~12.6% more than it rented for last year. Incredible.

Took the kiddos to look at Halloween decorations for 30 minutes and filmed it. AI cut it down to sub 3 minutes for us! 95% of the work of the cuts and scenes was done by AI. Scary!!

Post SPCX Earnings | Iran, Tesla, Rates, AI Chips xitter.cf/i/broadcasts/1jGXgBrzN…

My thoughts on $SPCX and $TSLA