Daily videos for $TSLA & $SPCX investors — and fans of common sense. ► Subscribe on X for early access. I read my DMs.

Earth
Joined April 2009
Just Updated: My 20 Year Tesla & SpaceX Valuation Model 🚀 Options: • Model Snapshot - Fan level & above • Full Model (view only) - Investor level & above • Full Model (editable) - Baller level More info & direct link to Model Snapshot here: patreon.com/solvingthemoneyp…
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The update: Grok Bot was instructed to remove the merch it designed, created and published for a video exactly 1 week later. Well. Today is 1 week later. So... This is what happened:
Watch Grok Bot Design, Create & Publish A REAL Product In My New Merch Store 💪 • Every step shown from start to finish! Grok Bot is amazing! See the REAL product below: ► Grok Bot Tee (Limited Edition) smrmerch.com/products/grok-b… ► Browse NEW Merch! smrmerch.com/
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Almost a week since I posted this video which means... Last chance! Less than 19 hours left before the limited edition shirt Grok Bot designed, created & published on the merch store (for the video I posted) automatically disappears from the store! smrmerch.com/products/grok-b…
Watch Grok Bot Design, Create & Publish A REAL Product In My New Merch Store 💪 • Every step shown from start to finish! Grok Bot is amazing! See the REAL product below: ► Grok Bot Tee (Limited Edition) smrmerch.com/products/grok-b… ► Browse NEW Merch! smrmerch.com/
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Just over 60 minutes until this tee is gone for good.
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> Use Grok Bot > Save enormous amount of time > Yay, more time to use Grok Bot
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Tesla Q3 Earnings Report & Call Highlights & Recap TIMESTAMPS: 0:00 Tesla Q3 Earnings Report Highlights 9:16 Tesla Q3 Earnings Call Highlights (Elon Musk Speaks) 13:21 More Highlights & My Thoughts On Tesla Q3 Earnings & Call 18:49 Ways To Support ► Flying Roadster Shirt (Limited Edition) smrmerch.com/products/flying…
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75%. Imagine when it goes unsupervised...
WOW, Tesla says that they achieved record FSD attach rates in North America in Q3 2026, with a whopping 75% of all new deliveries including FSD subscriptions, up from 55% in Q2 2026 "We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets."
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Tesla Cumulative Unsupervised Robotaxi Miles:
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Unfortunately, people who are not equipped with LiDAR will be unable to read or even SEE this chart.
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It is quite insane to read these numbers again.
Replying to @SpaceX
Q3 2026 highlights: - Delivered revenue of $14.6 billion, up 161% year-over-year - Successfully launched our first revenue-generating Starship mission, delivering 26 Starlink V3 satellites to our broadband constellation, representing approximately 10x the downlink capacity added by a Falcon 9 Starlink launch - Added $6.7 billion of incremental Super Intelligence solutions and infrastructure revenue year-over-year, driven by cloud services agreements, the acquisition of Cursor, and our growing SI models and software applications, including @Grok @Bot - Delivered year-over-year revenue growth of 69% and income from operations growth of 99% for the Connectivity segment, supported by strong momentum in enterprise and government adoption, and continued @Starlink consumer subscriber growth - Continued to scale nameplate compute, reaching 1.7 GW as of September 30, 2026
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Just wait for SpaceX's Q4.
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A lot can happen in ~80 days...
Replying to @stevenmarkryan
Few understand
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They're not laughing at this post anymore.
SpaceX could add an entire Tesla of revenue in the next 12-24 months. I'm not saying they WILL. But I am saying they COULD. Few understand.
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I would just like to take this opportunity to spoil the SpaceX earnings call for this week: "People like Grok bot" "All your compute are belong to us" What did I miss?
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WHAT A VERY LUCKY GUESS
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Imagine a company that exists... One that, in EACH of the coming quarters... Will do what the best companies could only ever DREAM of doing in a few YEARS... (if not decades). 🤔
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