TSLA Terathread - For the week of Aug 04

Good morning here is the link to last week's Terathread. https://old.reddit.com/r/RealTesla/comments/1mbc4y0/tsla_terathread_for_the_week_of_jul_28/

Nashville's local news is helping to promote the Boring Co. Grift. I've seen multiple articles saying a BNA to downtown tunnel could be operational by 2026. They haven't moved the first shovel of dirt but they will be ready in 16 months? It took more than 2.5 years for the LVCC to have their 1.7 mile loop.

European sales fall 73%, Tesla up in pre-trading.

China sales down. Stock go up. People looking at tesla, thinking it's a good investment must be brain dead

I think we are likely to see $330 before we see $250. TSLA has weathered the earnings report now they can hype up their fully supervised taxi service. It will go up until the next earnings call.

As a reward, Musk was just granted another 96 million shares. Cant wait for the Clusterfuck Jr. and Tesla’s answer for a cheap car for the fascist masses to be announced now.

In today's edition of The Grift Gazette, Musk was just awarded: "The 2025 CEO Interim Award" The winnings?...96 million shares of stonk, or $28 billion. When does he get his hands on it? 2 years from now. Conditions? Technoking has to stay at TSLA. Oh, and if Griftimus prevails with his $56b windfall, this one gets cancelled. Any limits on how much he can "pledge"? NOPE! The strange part: >As of the date of this report, the Company expects that the performance condition of the 2025 CEO Interim Award will not be deemed to be probable of being met. As a result, the Company currently expects that it will not recognize a compensation expense upon the issuance of the award. However, the Company will reassess the probability of the performance condition being met at least quarterly. If the Company determines that it is probable that the performance condition will be met, at that date, the Company will record a cumulative catch-up expense based on the accounting grant-date fair value of the award. What does that mean? Do they genuinely believe its more likely than not that Musk will be gone before 2 years has passed?...Or (more likely) is this a dishonest move to kick the can down the road and keep this bolus of money off the books for as long as possible? [https://www.sec.gov/Archives/edgar/data/1318605/000110465925073263/tm2522385d1\_8k.htm](https://www.sec.gov/Archives/edgar/data/1318605/000110465925073263/tm2522385d1_8k.htm) Oh...fun fact: In May, TSLA changed its bylaws to require at least 3% company ownership before filing a derivative lawsuit to stop the BOD from showering Technoking with dollars. Makes sense - why wouldn't you award your absentee CEO who tarnished your brand and helped end existential subsidies a bulletproof award?

I've already seen Elongelicals crowing about how fast TSLA is "scaling" their robotaxi...much faster than Waymo!!! So I think that's the new talking point. Never mind these "robotaxis" have drivers and are no better than the shitty FSD they've been pretending to like for years. Honestly, all they need to do is get a few "tech" media outlets to post glowing articles, and seemingly trade algos latch on and buy up TSLA stonk. TLDR: *Talking* incessantly about robotaxis may help the stonk more than *actual* robtaxis.

I am thinking they want to avoid having it on the financial statements hoping it will all smooth over in the two years

And their "robotaxis" aren't even open to the public, I wonder how much lower the bar can go

My guess is they are going to claim they expect the original award package to be reinstated.

haven't seen German numbers yet, but I'd guess Eurosales to be down about 35-40% in July

So this says it wasn’t even the full board that awarded this, just a “special committee” of two people: Robyn Denholm & Kathleen Wilson-Thompson. And I guess the shareholders don’t need to approve it either?

I'm cynical. IMHO it gives the BOD 2 more years to exercise options and dump their stonk before the ultimate calamity. Either that or they actually believe in robotaxis and an army of poverty ending robots.

> I wonder how much lower the bar can go Maybe will do something crazy and dress up some dancer as a robot...

Ah...makes sense. But then I wonder - have they fully recognized that expense?

IIRC, the last "special committee" only have one member - so exponential growth there. I dug deeper and they issued a shareholder letter stating it will be voted on - on Nov 6 at the shareholder meeting.

Presented for your enjoyment - the shareholder letter when Denholm informs the flock that they're still trying to get Technoking paid!! Shareholder vote on this new windfall will be Nov 6. ***This is part 1 due to size limits.*** **A Letter to Our Shareholders on the 2025 CEO Interim Award**  Dear Fellow Tesla Shareholders,  Today we announce an important first step in compensating Elon Musk for his extraordinary work at Tesla. As you know, Elon has not received meaningful compensation for eight years since the 2012 CEO Performance Award was last earned in 2017. Despite overwhelming support from you in 2018 and again in 2024, our legal efforts continue in the Delaware courts to reinstate the 2018 CEO Performance Award. Despite these legal challenges, we can all agree that Elon has delivered the transformative and unprecedented growth that was required to earn all milestones of the 2018 CEO Performance Award. This growth has translated into immense value generated for Tesla and all our shareholders.  To recognize what Elon has accomplished and the extraordinary value he delivered to Tesla and our shareholders, we believe we must take action to honor the bargain that was struck in 2018. After all, “a deal is a deal.” Thus, as evidence that Tesla is committed to honoring its promises in the 2018 CEO Performance Award and intends to compensate its CEO for his future services commensurate with his contributions to our company and shareholders, we have recommended this award as a first step, “good faith” payment to Elon.  **Delaware litigation continues to loom over us after seven years.**  As we told you last year, the 2018 CEO Performance Award resulted in a $2.3 billion stock-based compensation charge to Tesla but brought about $735 billion of increased market capitalization. Despite delivering such extraordinary returns, that award continues to be in legal limbo despite two separate shareholder votes supporting it by large margins. Furthermore, we have no clear timeline for resolution, as we are still waiting not only for a ruling, but a hearing date to be heard in front of the Delaware Supreme Court. Rewarding Elon for what he has done and continues to do for Tesla is the right thing to do.  **Retaining Elon Is More Important Than Ever Before**  **Today, Tesla is at a critical inflection point that has the potential to create continued extraordinary value for you, the shareholders.** Through Elon’s unique vision and leadership, Tesla is transitioning from its role as a leader in the electric vehicle and renewable energy industries to grow towards becoming a leader in AI, robotics and related services. To succeed, it requires a leader who combines strategic foresight, adaptability, and relentless execution to outperform competition and inspire the team. Elon has demonstrated these unmatched leadership abilities time and time again with his unparalleled track record of delivering shareholder value since he joined as a founding figure and spearheaded the transformation of our extraordinary company.

Part 2 **And while these impending changes are exciting, the outcomes are not guaranteed.** It is imperative to retain and motivate our extraordinary talent, beginning with Elon. The war for AI talent is intensifying, with recent months including multi-billion-dollar acquisitions of companies and nine-figure cash compensation packages for non-founder, individual AI engineers. Even among this group of highly talented individuals, no one matches Elon’s remarkable combination of leadership experience, technical expertise, and, arguably most importantly, decades-long proven track record of building the most revolutionary and profitable businesses across different industries. While we recognize that Elon’s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging, including his leadership roles at xAI, SpaceX, Neuralink, X Corp., and The Boring Company as well as his other interests, we are confident that this award will incentivize Elon to remain at Tesla and focus his unmatched leadership abilities on further creating shareholder value for Tesla shareholders and attracting and retaining talent at Tesla. To be clear, losing Elon would not only mean the loss of his talents but also the loss of a leader who is a magnet for hiring and retaining talent at Tesla.    **The Special Committee believes now is the right time to take decisive action to recognize the extraordinary value that Elon created for Tesla shareholders. As such, the Board (with Elon and Kimbal Musk recusing themselves), has unanimously approved a recommendation from the Special Committee of the Board to grant Elon an award of restricted stock equal to approximately one-third of the compensation he earned under the 2018 CEO Performance Award.**   The award provides the following provisions: 96 million restricted shares of stock, subject to Elon paying a purchase price upon meeting a two-year vesting term, to be delivered after receipt of antitrust regulatory approval; The purchase price will be equal to the split adjusted exercise price of the stock options awarded to Elon under the 2018 CEO Performance Award ($23.34 per share); A requirement that Elon serve continuously in a senior leadership role at Tesla during the two-year vesting term; A pledging allowance to cover tax payments or the purchase price; A mandatory holding period of five years from the grant date, except to cover tax payments or the purchase price (with any sales for such purposes to be conducted through an orderly disposition in coordination with Tesla); and If the Delaware courts fully reinstate the 2018 CEO Performance Award, this interim award will be forfeited or returned or a portion of the 2018 CEO Performance Award will be forfeited. **To put it simply, there cannot be any “double dip.”** Elon will not be able to keep this new award in addition to the options he will be awarded under the 2018 CEO Performance Award should the courts rule in our favor.

Part 3 The Special Committee, consisting of the two of us, was formed earlier this year to consider how best to retain and incentivize Elon in a manner that aligned with the best interests of the Company. The Special Committee and the Board deliberated carefully over the decision to grant this interim award against the backdrop of the ever-intensifying AI talent war and Tesla’s position at a critical inflection point. We believe it directly addresses a top concern and priority for shareholders and the Board alike: energizing and focusing Elon on Tesla so he can propel Tesla into its next era of growth, while we continue the legal campaign to have the 2018 CEO Performance Award reinstated. This interim award is structured to incrementally increase his voting rights upon grant, which he has repeatedly told us—and shareholders have confirmed—is an important part of incentivizing him to stay focused on the critical work we are doing here at Tesla. We believe this is a vital consideration, and we used the tools currently available to us—our existing equity incentive plan—to grant this award.   We would also like to stress that prior to recommending this award, we reviewed your letters, read your X posts, and considered the direct feedback we have received from many of you in order to align our recommendation with your expressed views. From those communications, we know that one of your top concerns is keeping Elon’s energies focused on Tesla. This award is a critical first step toward achieving that goal, although it is limited by the capacity of our current equity incentive plan. As such, we are also working on next steps to address that issue. Still, while our work remains ongoing, we feel it is important to communicate directly and transparently with you all, our shareholders and Tesla’s owners.   The Special Committee continues our work to address a longer-term CEO compensation strategy, which we plan to put to a shareholder vote at the November 6 annual meeting.   Thank you for your continued support of Tesla and stay tuned for more information as we get closer to our shareholder meeting.   Very truly yours,   **Robyn Denholm & Kathleen Wilson-Thompson**   Members of the Special Committee of the Board of Directors

I think ‘transitioning from being an EV leader’ is exactly what everyone wants to hear as a reason for the massive pay package. We are involuntarily bailing on our profitable business and funnelling all of our money into a cash incinerator whilst diluting your shares is a strange pitch. All lined up behind the pull forward results of Q3. These people are so good at manipulation it’s amazing they are so terrible at everything else.

The original grant?  Yes, because it was so small when issued as it was essentially options. This is part of the reason they have resisted just approving the grant again. I'm not an expert, so this analogy may not be totally accurate, but if I give you a lottery ticket that's not scratched, I recognize $20 of expense. If I scratch the lottery ticket and it's worth $1M dollars and THEN I give it to you I recognize $1M in expense. This is a good post on it... https://montanaskeptic.substack.com/p/the-25-billion-threat-were-teslas

Special committee recommended it, full board (with Elon and Kimball recused) approved it.

Man what a gold mine of statements. I like how they issue that CYA statement of having 'the potential to create continued extraordinary value for you' and then flip that as being the reason that Elon Musk needs to be retained, because he somehow derisks the super speculative nature of this pivot. It's also great how they specifically highlight the expense and need to acquire AI engineers and later acknowledge that Musk fucked off to create his own external AI company in that project, but fail to mention the talent he's siphoned off from Tesla in the process or loaned out with the board's approval. Plus the entirety of this aware isn't even to actually accomplish any of those things, it just to 'recognize the extraordinary value taht Elon created for Tesla shareholders' in the past. You know for those big, formerly profitable, businesses which they're now apparently looking to largely abandon anyways.

Manipulation is the core of laziness.

IIRC, from one of Montana Skeptic's articles - Executive pay cannot look backwards and be for past services. They have to be forward looking. So IMHO its very odd that this letter specifically states that is for everything Elon has done for them already. Think about that - how does it help or protect shareholders to throw money at Elon like rice at a wedding...for stuff he *already* did? Guess its a good thing they made it impossible for shareholders to challenge this in court.

Doesn't seem like coincidence... if Tesla does the $28 Billion award twice, Musk gets his $56B after 4 years. Can't wait to see how this one plays out.

> Now, Tesla has expanded the geofenced area where its Robotaxis operate in Austin once more. It now covers an estimated 80 square miles, nearly matching Waymo's autonomous taxi coverage in the area. The media works so hard to pump this bullshit. They still don't have a single "Robotaxi" operating in Austin or anywhere for that matter.

They still aren’t available to the public. The folks publishing this shit should be embarrassed.

No kidding this is why the average person associates autonomous driving with Tesla when Tesla is in last place. People only read the headlines the mainstream media pushes for Musk.

[https://www.reuters.com/business/autos-transportation/teslas-brand-loyalty-collapsed-after-musk-backed-trump-data-shows-2025-08-04](https://www.reuters.com/business/autos-transportation/teslas-brand-loyalty-collapsed-after-musk-backed-trump-data-shows-2025-08-04)

Bullish

What happens if Tesla want to get rid of Elmo? Do they have to pay him off?

How long it'll take tesla to make the $29b profit that they're awarding him? Too bad they cannot make it as part of earnings so they can be red for a few years.

Why would they get rid of him? With Elon gone TSLA has a high likelihood of dropping 80% or more. It's all his corporate puffery that keeps the stock inflated.

Exactly it's what? 10 vehicles in an invite only beta? But still grabbing headlines daily

I think Tesla is expected to earn about $4 billion this year.

Is this anything resembling real media or like Teslarati? Might as well be a reddit post in that case.

Anything but building a proper metro, you know, like a sane person or functional city/state government would!

no chance they will make that, they wont even make a profit, sales have fallen off a cliff, they will have to mothball plants and close dealerships next.

I have read the similar (or same) thing about executive pay should be forward looking. But also that that is the case in Delaware. Tesla is now incorporated in Texas. I do not know if that is the case there as well.

Yeah I think you're pretty much bang on lol. People here will say "look, elon's antics got the stock dropped from $480 peak in december last year to low 300s!" without also realizing that it's still up from mid 200's to low 300's because of his connections to trump and FSD antics. The stock would absolutely take a hit without him, although it'd certainly have a much better long term trajectory

My understanding is they're diluting investors and issuing stock options. Kinda free money...until the music stops.

I'm confident that next year they can deliver that money from a parking lot in Los Angeles to a bank in New York, no money laundering controls touched at any point in the journey.

To clarify, the recent pay package is for past work and requires no shareholder vote as they are amending a 2019 comp plan built for everyone but Elon. Another package will be forthcoming for a shareholder vote in November for future work.

Someone quoted some law that stocks cannot be awarded for past work.

You could be right. My point was $4 billion is just a fraction of $29 billion either way.

If this is done from amending a 2019 comp plan under which jurisdiction falls this under? Under Delaware as that is where the original comp plan was made under or Texas as that is where they are now incorporated.

Ex German minister who got Tesla to Brandenburg and is known for praising Musk now works at a law firm which fights negative tesla press. https://www.handelsblatt.com/unternehmen/dienstleister/autobauer-ex-wirtschaftsminister-steinbach-arbeitet-fuer-tesla-kanzlei-cms/100146081.html He also visited Tesla Grünheide a couple days ago and made this quote: > Volkswagen, BMW, Mercedes—drabness everywhere. Are the employees of Tesla in Grünheide actually aware of the "oasis" they are allowed to work in?

"Tesla’s new car sales in the UK plummeted by nearly 60 per cent in July, according to new figures from the Society of Motor Manufacturers and Traders (SMMT), marking one of the sharpest declines in the brand’s recent history in Britain. The electric vehicle (EV) manufacturer registered just 987 new cars last month, down from 2,462 in July 2024 — a year-on-year drop of 59.9 per cent.

Only 1100 sold in Germany in July. Teslas global sales will be down 50% next year.

How long before the die hard fans wake up to the drastically declining sales? They spent the first half of the year claiming the updated model Why would save sales. What will be the next cope, now that all models are readily available?

Tesla China sold [67,886 vehicles in July](https://cnevpost.com/2025/08/04/tesla-china-sells-67886-cars-jul-2025/), including those sold in China and exported from China to overseas markets, according to data released yesterday by the China Passenger Car Association (CPCA). This represents a decrease of 8.41 percent from the 74,117 vehicles sold in the same period last year and a decrease of 5.19 percent from the 71,599 vehicles sold in June. Tesla's July delivery figures in China and export numbers from its Shanghai factory are currently unavailable.

Tesla look set to lose around $20bn in revenue with the sales collapse. They have $160m of free cash, it will cost them 100 x that in closing dealerships, mothballing plants, and redundancies.

In the UK Tesla has 54 dealerships, they sold 987 cars, which works out as 4 per dealership per week. That wont even cover the cleaning lady, let alone the rent. Unsustainable. Germany is the same, 34 dealerships selling 6 cars a week.

54 in the UK? They'll surely shut some of those down and move into the 11 US states that have 0 Tesla stores. Something like 45% of Tesla locations are in CA, TX, and FL. I understand population density but having nearly half your locations in only 3 states seems like a problem.

>What will be the next cope I think we're seeing it in real time: "The Robotaxi Service is Scaling!!!!!!" In the eyes of Branch Elonians, the robotaxi will match Waymo in service area in a matter of months, and leave them in the rear view mirror. After that, there's nothing left to do but count Robo-Riches. Pied Pipers like Crazy Cathy are throwing out taxi revenue numbers in the *Trillions*, and Griftoking is agreeing with her eXcretes.

**Tesla, Musk sued by shareholders over Robotaxi claims** (Reuters) -Elon Musk and Tesla ([TSLA](https://finance.yahoo.com/quote/TSLA)) were sued by shareholders who accused them of securities fraud for concealing the significant risk that the company's self-driving vehicles, including the Robotaxi, were dangerous. The proposed class action was filed on Monday night in Austin, Texas, federal court, after Tesla's first public test of its robotaxis in late June showed them speeding, exhibiting sudden braking, driving over a curb, entering the wrong lane, and dropping passengers off in the middle of multilane roads. [https://finance.yahoo.com/news/tesla-musk-sued-shareholders-over-125951164.html](https://finance.yahoo.com/news/tesla-musk-sued-shareholders-over-125951164.html)

[removed]

Rule 9 Hey, unfortunately we can't link to other Tesla related subs. They have a habit of making accusations of brigading, in an effort to get Reddit to close this sub. I know some links may leak through, but we try not to let them.

> who accused them of securities fraud Seems these shareholders don't even understand Tesla's business model.

Tesla stock is up on poor deliveries

Which plants do you expect them to 'mothball' LOL

There are several states that won't allow Tesla show rooms as they do not have franchised dealerships (Texas ironically being one of them if I remember correctly). Not sure how that overlaps with the remaining states without them.

Troy has been complaining about this for over 6 months now.  One thing I don’t know with Tesla is how often they have a combined service center and dealership.   As we all know, Tesla’s need a lot of service.

Giga Berlin but just closed not mothballed

Over half of Tesla’s sales are in California. Huge gap, then texas and Florida.   I would venture to say that close to 80% of teslas US sales are from those 3 states.

Berlin is running is running at sub 50% capacity this year. How long is that sustainable? Austin’s stated capacity is 250k. They are doing less than half that. Cyber truck is 125k and they are going to sell what sub 20k this year? It would make a lot of sense for them to shrink the CA factory and send a lot of the model y production down to Texas.

regulatory credits built the place so it's pretty "sustainable" to keep it open at whatever run rate they have. Same thing for Austin and Fremont. Plus the business model now is pivoting to cybertaxi; Elon is not a 'people person' so wants to grow to Ford-scale without Ford's personnel footprint/overheads. I'm short this strategy for various reasons but it still has a chance of keeping the company alive at least.

Based on weekly numbers, Tesla China had a good month (as long as you don’t compare y/y). Third best month this year. Almost 40k China sales and 29k for export, which is I assume This quarters EU model 3 exports.

They have the spare capacity to just export from China to the EU, instead of running Berlin. That keeps the regulatory credits in tact.

That also seems less than ideal. Good thing the CEO hasn't upset the California market

regulatory credits are neither here nor there after CRA/OBBB (couple hundred million . . .) . . . in the robotaxi future it will make sense to pump them out of Berlin, and recycle them there, too. (The logistics of the cybertaxi business is very different vs. traditional carmaker.)

Kinda weird Epstein would have a framed picture of Musk in his house when they didn’t even know each other. https://www.nytimes.com/2025/08/05/us/jeffrey-epstein-mansion-photos.html

Reality doesn’t matter until it does.

Optimus and Ai, of course! It's not even a car company! Calling Tesla a car company is like calling Amazon a bookstore or Nvidia a game console company, dontchaknow?! (I'm so tired of these Twitter TSLA people. They really believe this shit.)

If they are exporing to the EU what does the Berlin factory actually build?

[https://finance.yahoo.com/news/teslas-second-quarter-ev-registrations-175134476.html](https://finance.yahoo.com/news/teslas-second-quarter-ev-registrations-175134476.html) T|esla sales in California down for the seventh straight quarter.

Only 12k in sales a month in their biggest market. (Reuters) -Tesla's electric vehicle registrations in California fell 21.1% in the second quarter, according to industry data, marking the seventh consecutive quarterly drop in the crucial U.S. market. The automaker's plunging vehicle registrations come as CEO Elon Musk's polarizing political activity puts him at odds with the liberal values dominant in the state, which has long been one of Tesla's key markets. Billionaire Musk announced the formation of the America Party earlier this month in the wake of his public and acrimonious fallouts with President Donald Trump. Musk's political activity has sparked investor concerns that his latest foray into U.S. politics would distract from Tesla's operations. In the April-June period, the Texas-based automaker recorded 41,138 registrations in the state, down from 52,119 units in the same period of 2024, according to data from the California New Car Dealers Association.

It's not a trend until it's 12 straight quarters

P/E of only $180? Why so low, do people think this is a car company?

how it gets thru Q3 will be interesting. Then again this is a $50 stock without robotaxi so I guess 2H25 doesn't matter all that much.

ChatGPT actually made a good point in its analysis just now; the currently absurd $1T market cap is actually pricing-in a 25% chance of a robotaxi success by say 2030, with ~$4T valuation on ~$100B/yr net income, which would be a 4X of Uber's performance, 2X TAM expansion and 2X margin improvement. It also assumes a moat, LOL, so robotaxi isn't just a race to the bottom.

Rough annual global sales forecast based on the latest sales figures. US 250k China 500k Europe 100k RoW 50k Thats 900k in total for the next 12 months at best. Barclays predict 1.9m in sales and Goldman 2.08m.

You forgot the 500 gazillion Optimus robots that will create 200 bazillion in revenue per year.

Entering the age of prosperity

I don't know how you came up with this, but I think these numbers are too low. Troy and Watuzzi are nowhere near this low. Setting expectations too low is only fuel for the Tesla bulls. Something closer to 1.4m is more likely.

yeah they produced 400k in Q2 so 4Xing that isn't unreasonable I guess, though Q4 is no doubt going to be a stinker.

Europe are selling around 8k a month according to the July figures. Sales are only going to get worse, so much more competition, and so much I'll feeling towards Elmo.

Each quarter will decrease, possibly only another 400k over the next two quarters.

Tesla California sales down for the seventh straight quarter. https://finance.yahoo.com/news/teslas-second-quarter-ev-registrations-175134476.html

"Elon Musk Says Tesla Drivers Could Play Video Games During Self-Driving Mode In 3–6 Months". Ha. Haha. Hahahahahaha. Bahahahhahahahhahahahaha. Yeah fucking right, Elon.

It’s the most entertaining way to head off to the sweet hereafter.

Elon believes DC should be federalized because Big Balls got beat up by a 15 year old unarmed boy and a girl. And then made up a wild tale supported by zero evidence about the circumstances.

Was it really only 2 people? Musk's tweet claimed it was 'about a dozen'. Zero evidence of assault claims is nothing new for him either unfortunately. Remember how ElonsJet had to be cancelled because someone supposedly went after one of his kids? Yet that led to no prosecution and the only evidence that was presented was someone sitting on a vehicle outside of a venue.

Two people were arrested, so maybe 10 of them ran away and no one could find them. https://www.washingtonpost.com/dc-md-va/2025/08/05/trump-doge-worker-washington-dc-crime/

Elon Smollet. Were they wearing hammer/sickle shirts with antifa badges?

Yes, and they left a pair of truck nuts hanging in his garage whilst also wearing Biden hats.

They must have been tracking him with assassination coordinates!

So yeah article says 10 people according to the police report and BigBalls didn't really 'intervene' he was just assaulted as part of the carjacking attempt and the group fled because a police cruiser pulled up literally as it was happening. The two teens they caught weren't even from D.C either but Maryland. Still won't stop Musk and Trump from trying to politicize it as some failure of the D.C government or police department even though their quick intervention likely stopped this from being a whole lot worse.

So Grok is apparently generating NSFW AI videos of Taylor Swift. Elon really has programmed Grok with an inherent Musk bias, back to being creepy on Taylor.

Martial law can’t come fast enough IMO. Just get to the end game already. The constant noise is exhausting.

I think he's seriously concerned that D.C itself and all of the surrounding counties lean pretty heavily to the left. It's one of the main things that would stop him from having his supporters siege the city and the actual offices that make up the government. Literally if the D.C police and national guard didn't get things under control on January 6th a lot of the population inside and just outside of D.C would have marched to remove those MAGA tards that were attacking the capitol. Trump would probably love nothing more than to clear out all of south east D.C and use it for housing loyalist border patrol and ICE agents just to support him if he did try to take control again.

Musk gets $29b but he spends most of his day tweeting about xai

$29B is for work he has already done. He’s working for free now. New comp package, separate from the $29B, gets a vote in November.

Has to stick around for 2 years

Well that's certainly worth the enormous costs of operating Grok. I'm sure it will be profitable any day now.

1.4m is still a drop of 30% in sales, and will lose them $20bn in revenue.

Oh, we're recycling the real classics now! Haven't heard the good ol' "3 months maybe, 6 months definitely" in quite a while now

1.4m is still a drop of 30% in sales, and will lose them $20bn in revenue.

Honestly he needs $100B just for his contributions to the Cybertruck

Is that anythjng impressive though?  Doesn't seem like it would take much for that to happen yet Musk is saying it could take up to 3-6 months.  Maybe I am missing something haha

Just saw a video of Luke Beasley. Musk back to donating directly to Trump. Apparently 5Mill. Really flew under the radar. So the bromance is back to felon paying trumpster to not fuck his businesses up. Apparently its okay to work with a pedo for elon when the pedo has more power than him. He is an abomination. Both are.

To vest, not to earn the amount. There are no performance requirements. It’s in the shareholder letter.

CEO of Tesla is the most unpopular man in America, according to [https://www.irishstar.com/news/us-news/elon-musk-least-popular-public-35680817](https://www.irishstar.com/news/us-news/elon-musk-least-popular-public-35680817)

Is ChatGPT huffing Cathie’s fumes?

TSLA up 2% on Elon hate... can't make this stuff up

New FSD end of next month!! With AI ten times better and more and everything. All problems solved. Sure... I hate this company and everybody who believes that hoax

>"Tesla is training a new FSD model with ~10X params and a big improvement to video compression loss. Probably ready for public release end of next month **if testing goes well**," the tech billionaire said in an update on the X Love that they are still pretending they test any of this shit before pushing it out to customers. >FSD is a partially automated driving system that seeks to enable Tesla vehicles to navigate and maneuver in driving situations with minimal driver assistance. Owners must keep their hands on the wheel, and remain ready to take over steering or braking at any time. Sounds useless.

Nobody is going to start buying Tesla again because its FSD. Doesn't even work in Europe, so the US and China are its only potential markets.

10x parameters means basically 10x bigger model. How is it supposed to run on the same hardware? It doesn't make sense. If they could fit bigger model in before and run it why wouldn't they?

https://www.carcomplaints.com/news/2020/fatal-tesla-model-x-crash-driver-was-playing-video-game.shtml Yup. Just ask this guy. I mean, whenever you get to the afterlife.

He means the driver of the vehicle can be "Jesus take the wheel" and play video games, for the duration of their trip A to B to Z, and the Tesla won't wreck, or run over grandma, commit multiple moving violations, navigate perfectly, with no overrides, inputs, or corrections from the driver at ANY point during the trip (you know, because you'd be playing Diablo or whatever). So yeah, that would be impressive. It's also not going to happen. Tesla can't even run a cyberobotaxicab in Austin without a safety monitoring human under perfectly manicured circumstances. 3-6 months? GTFOH, Elon.

$5M to Musk is like $5 to me.

Underrated comment. Nobody in his right state of mind trusts a self driving capability of a company that lies constantly and is intransparent about its vehicle safety

Critical thinking is not required to be a Tesla fan. Matter of fact it's actually discouraged.

+3 on the way to +4%

Come on, they can do at least +5%, the market capital of BMW for example, today on that news :-D

Crazy that they just lost a court on overselling their product but Musk just carries on (I know their real product is hopium)

try to not entirely leave HW3 cars behind?

I get your point, but to be clear: FSD doesn't "work" *anywhere*. TSLA just isn't allowed to defraud its customers with it in Europe.

Lucy tricking Charlie Brown with the football...again.

I've become so numb to the +/-5 I forget that amount is the market cap of other automakers.

Welcome to 2025 where corruption is not only prevalent (it kind of always was), but now also out in the open. all you have to do to get whatever you want is buy trump coin and/or publicly say something negative about trump and then wait for him to sue you, and settle. this world is so fucked

Of other automakers with more products, more deliveries, higher earnings and profit. I try to numb myself with a lot of things my brain just won't go numb... 🙈

internet was built on p\*rn, almost unsurprising that people love using AI for it. doesnt make that shit any less weird. taylor swift should sue tf out of elon and X

In 3-6 months, only a short 9 years after he first promised it would be a thing. If there's one thing elon learned well from trump and the republicans, its to push that goal post out forever.

Who knows how long it will take for this shitpile to unravel...

Good, make more and more tesla shares to dilute the regarded investors as well as make the naked calls ive sold less and less valuable. On the one hand, current investors get fucked, I'll make money, and elon gets rewarded. I'm torn :(

Up $30bn because it might do what its meant to do anyway by the end of the month. Sales have dropped 50% but that doesn't matter.

TSLA the best stock to invest in by far, because no matter what bad news happens, none of it matters!

To be honest the price hasn't really moved in 3 months. So not exactly the best stock if there's no growth. Same over the past few years. People just buy dips to support it.

End of NEXT month. So never

Exactly you can go back 3 years and it's pretty much the same. But any quarter things will really take off

I’m it runs great on HW5.

Two major problems: 1) No dividends, ever; 2) Price will random walk then collapse. Consequence of the two combined is that the expected return on investment is negative.

What are the chances that the vehicles in this article that are given paper plates are marked as “sold” or “delivered” to inflate numbers: https://www.sfgate.com/la/article/teslas-clog-street-parking-california-neighborhood-20802135.php

You mean tesla does everything to pump the deliveries? Chances are 100%. Or 1500% in nowadays mathematical terms...

Well, you can still order FSD in Europe. And many idiots actually do :D

FSD drove me the 1000 miles up to Bellingham fine last month. Granted, it was pristine June weather. It didn't work 100% since I had one safety takeover. It is an interesting question as to how close Tesla is here. I've "put" ~$6000 on the line that they don't make it this year; we'll see.

>FSD drove me Incorrect. ***You*** drove the car, with a Level 2 assist from FSD. You said so yourself: >I had one safety takeover Presently, FSD most certainly does not "work" in the sense that it does not provide anything above SAE Level 2 ADAS.

I consider it ADAS level 2.5, but yeah. Anything that brings up a red **TAKE OVER NOW** isn't level 3, that's for sure. But as a matter of fact the car's FSD did work for 99.9% off those miles. just one weird case where it didn't understand the lack of road paint or something: https://imgur.com/a/yvUtMM1

Killing you once every thousand miles ain’t bad. I would only die like 10 times a year.

Shareholders love dilution apparently

Tesla could save a lot of money by replacing Elon with an Optimus bot soon. In fact, given how much money he gets, that should be their top priority. To be honest, Grok could probably do as good of a job running the company as Elon does.

What makes you think Grok isn’t the brains of the operation? Maybe it’s using neuralink to control its muppet. Would explain his public speaking style.

[The Vegas Loop Is Getting Progressively More Stupid](https://www.youtube.com/watch?v=VPjODKUxV5g). Just incredible how badly run this thing is. There is frequently just one Tesla driving the entire system, causing insane wait times. Some parts only have one tunnel, so cars have to wait until the tunnel switches directions. There were supposed to be 55 stations by now, but there's like 6.

part of the robotaxi business model is to just flood the world with Teslas he can't sell LOL

There is maybe no greater symbol of American stupidity (besides of course the orange man) than the Vegas tunnels.

Pouring hundreds of billions into AI stands out to me. The opportunity cost is fucking mind boggling. You could fix literally everything. Poor people wouldn’t exist. And the upside to date? I dunno. Every AI interaction that has been forced upon me is way worse than what I had before. Customer service bots that can’t answer a single question, search results that put the actual sources I want on another page and deepfakes. What an investment.

Trump called Musk a really good guy yesterday. Expect another 5% pump today.

>Sounds useless. Worse than useless. Peoples' attention will wander compared to being focused on actually driving.

I believe, according to the video, it's the Westgate portion that usually has 2 drivers (but only one when they're training) and not the whole system. Luckily, the only people who seem to use it are youtubers for content lol.

Why do you think they only want him to stick around for 2 more years to get his 29 billion? ;)

[https://finance.yahoo.com/news/elon-musk-says-150k-investment-213114763.html](https://finance.yahoo.com/news/elon-musk-says-150k-investment-213114763.html) A 6.7 trillion market cap for a declining car salesmen? LOL, good one fElon Musk.

Interesting QQQ - TSLA divergence forming. The big dogs of the Mag7 growing gangbusters is going to rebalance TSLA proportionally out of the cap-weighted funds. Part of the June robotaxi pump was to stave off this reckoning another quarter I guess

Yeah, I am still waiting to see when AI is going to be anything more than glorified search engine that talks back and whose answers you can't rely on.  Edit: Brain went brr, changed anything to engine

>Our target in five years is $2,600, and our confidence in that number has gone up now that Tesla is commercializing Robotaxis in August and June. What has been commercialized? The grifting of stans for $4.20, sorry it's $6.90 now. They aren't even real Robotaxis. >Specifically, the lawsuit alleges "Tesla overstated the effectiveness of its autonomous driving technology; (ii) there was thus a significant risk that the Company's autonomous driving vehicles, including the Robotaxi, would operate dangerously and/or in violation of traffic laws; (iii) the foregoing increased the likelihood that Tesla would become subject to heightened regulatory scrutiny; (iv) accordingly, Tesla's business and/or financial prospects were overstated; and (v) as a result, the Company's public statements were materially false and misleading at all relevant times. We have covered this before it's just corporate "puffery" from dear leader.

testing this: https://companiesmarketcap.com/assets-by-market-cap while not a Bloomberg screen, closeenough.png

I still see Tesla mentioned as part of the Mag 7 in the financial press, despite their market cap now being smaller than Broadcom and TSMC. I'm curious how long Tesla will be in the "club", even if it's just a shorthand used by the press for big tech companies.

They're #9 now and 5% of that top 9.

>Slight chance of Starship flight to Mars crewed by Optimus in Nov/Dec next year. Griftoking Edit - more from today: "SpaceX signs deal to fly Italian experiments to Mars on Starship's 1st commercial Red Planet flights" >Get on board! We are going to Mars! SpaceX is now offering Starship services to the Red Planet. We're excited to work with the Italian Space Agency on this first-of-its-kind agreement. More to come, Gwynne Shotwell

Where is this from? Surely whoever actually believes this has got some serious call leap options on TSLA for the max possible date, otherwise they don't actually believe this shit.

I know, I was just joking lol

Yeah its 100% a trading stock at this point, and I'm sure MMs know this and exploit it with selling options.

Next year, Starship, Mars, Optimus, and "slight" all in one sentence? That's a Musk Bingo!

The con of all this makes my head hurt. IIRC, GriftX has a contract with NASA to go to: *The Moon.* Apparently they're still in the Data Collection^(TM) phase of that project. So what does Mars have to do with anything?...Maybe he can't raise money without fever dream aspirations. But newsflash: Automated spacecraft have already been to Mars many times - no need for Temu C3PO to get it done.

First time a country has signed an agreement to use a non-existent service. What a breakthrough. Think of all the imaginary shit you can sell.

Didn't all 3 starship tests this year fail?

Starship tests never fail. They Collect Data.

Optimus gonna get to Mars and last six seconds in the dust. We don’t need no stinking lidar!

>and the whole thing will be managed autonomously by xAI! and there will be a Boring drill at the front of the craft to drill a hole into the planet! and it'll shoot a cannister of my sperm into the hole so I can be the first man to make Mars pregnant! Ha ha ha… ha… ha. Heh. Heh. Heh-ha.

Like the robotaxi rollouts in Austin and SF, doing things that looks like operations gets the org closer to the op mindset, vs. stuck in R&D. Plus it's good for pumping.

There's a slight chance my hand may quantum tunnel through my head when I rub it in disbelief at the stupidity.

There's definitely *some* value in "AI", certainly in programming. (though that value is definitely not worth what we spend in dollars, opportunity cost, pollution, etc) There's zero value in the tunnels. Negative value, really.

Looks like the Dojo project is officially dead: https://www.bloomberg.com/news/articles/2025-08-07/tesla-disbands-dojo-supercomputer-team-in-blow-to-ai-effort?srnd=homepage-americas So much for another once valued at hundreds of billions of dollars part of Tesla's business.

"Now offering" is an outright misrepresentation of what they're doing. Yeah they're booking flights but obviously they capable of delivering all of dick to Mars at this point.

It will be missed. I was so looking forward to playing Witcher 3.

Robotaxis are live. No need for any further research. Smart!

Smart move, they need to preserve cash. They already used Dojo to pump up the stock price, time to move on to new pumps. Adam Jonas valued Tesla's Dojo at $635 billion in 2023! I'm sure he will adjust down his stock price target accordingly. [edit] Elon Musk said this __two weeks ago:__ "DOJO will be operating at scale next year." By the way, this was published today; >[Exclusive] Tesla Selects Samsung and Intel for Supply Chain of Supercomputer 'Dojo' https://zdnet.co.kr/view/?no=20250807132305

Bizarre timing!! Looks like a black friday for Elmo. Optimus - re-strategizing. Dojo - Dead Cybertruck - No sales Tesla - No sales. Robotaxi - Race to the bottom market. Boring tunnel - Not tunnelling.

I wonder where all the Musk humpers are who used to talk trash to me when I said the Dojo is not going to be a "real" thing that ever works.  Probably with the ones who thought I was wrong when saying the CT won't happen, or they'll shittify the specs. It's easy though.  I'm not psychic, I just know Musk is full of fail so if his ideas sound too aspirational, he's lying, or dumb enough to think he can actually do it...  Well... That he can find and pay people enough to solve  the challenges his running mouth causes since Musk isn't really the genius people think.

So what I read there is that SpaceX is going to funnel a shit ton of money to Tesla on paper to buy these robots...

Elmo is starting from scratch again with optimus, the lead developer left last month, and Tesla said they were re-strategizing optimus.

This was two weeks ago; "We expect to have Dojo two operating in scale sometime next year" https://pbs.twimg.com/media/GxyAHq3bsAEfGiv?format=jpg&name=medium

Mr. Musk will deny it.

But any news one the 2020 roadster or Tesla semi?

No, onion ring sales at the diner are up though.

Potato potato. Maybe mr. Jonas can update that to his valuation model. Dojo is gone, but 600 billion dollars for the onion rings.

As usual the gap between what what was promised, the fan theories that emerged and the ultimate result is massive. Tesla was going to build chips for training that were better than anything NVIDIA could offer and become an AI power house according to themselves. Fan theories started being thrown out about how Tesla was now in a position to offer cloud and data center services and achieve the same kind of fat margins that NVIDIA does. In reality it seems Dojo was never really ever used for doing much of any important training work even in house.

I'm sure we'll get an explanation at some securities fraud case in 5 years where Musk explains how this wasn't fraud and some huge development that shook the very foundation of the project occurred in two weeks. I actually wonder if it'll all boil down to him just getting paid and, much like his tenure at PayPal, the first order of business was terminating the idiotic lines of business he himself had previously pursued.

IF you have enough resources (like many billions), motivation and enough time (5 years+) you CAN be cost competitive to nvidia on specific workloads, as their margins are insanely high. Which is why all hyper scalers, like Google, Amazon, Meta, etc build their own silicon for AI. But what they that Tesla doesn’t is: 1. Sensible design. Dojo design is even more dumb than cybertruck. 2. Enough scale and internal workloads to justify building silicon and tool chain around it. 3. Narrowly targeted workloads for their chips. 4. Attention span that lasts more than press cycle to do the years long grind and investments to get something from prototype to actual reliable and operable product.

The developer leaving wasnt, this is bran new info. surely got to knock off $200bn off the tesla valuation.

Absolutely, in general we've increasingly seen both custom CPU and AI accelerators emerging at cloud computing providers and some of the larger consumer electronics companies like Apple. Even Tesla's other semiconductor project, their FSD chip, was pretty successful by just being designed properly and not doing anything insanely exotic. In fact I think the early success with the FSD chip was part of what they made them so overconfident on Dojo despite the early and obvious problems with it. This has largely been the case with every Tesla project though. By far the best payoff for them has been things that are minor evolutions of existing designs or projects that don't try to reinvent damn near everything. That's why the Model Y was so effective, it just built on what went right with the Model 3 as did the Shanghai factory building off the final design of Fremont minus all the insane automation promises. Same goes for the FSD chip, a pretty simple NN accelerator wired up to some existing ARM cores. Stuff like Dojo, the CT and solar roof are always a complete cluster fuck because there's nothing anchoring the designs down to begin with and no appreciation for prior art involve during the design process.

I saw a great post that said "it must be already done".

Huge downgrade and price target reduction incoming from Morgan Stanley: [https://xcancel.com/StanphylCap/status/1953570543971827866#m](https://xcancel.com/StanphylCap/status/1953570543971827866#m) /s

Yeah that was basically my response when Karpathy left the company. "Operation Vacation must be a rousing success" since he had been touting that FSD development would pretty much run itself with their data collection and training pipeline at one point. Dojo is dead dead though from the sounds of it. No "Elon is running the project personally" or some director from another company coming in to run it. No "Knights of the Round Table" bullshit either. Just a gravestone next to battery pack swapping and the Model 2.

The whole "Operation Vacation" does sound like one of those things an academic would say. Or puffery from an idiotic exec. There's endless work to do in the real world to improve every piece of a large scale automated system, the cost, the reliability, the results, the observability, etc etc.

Yeah, I mean one of the main things that I think is underappreciated by a lot of people outside of the ML/AI field or something adjacent to it is just how ridiculous the promises were for Tesla's development pipeline for FSD at different points in time. I mean initially there was all that crap about having all this redudant processing power and running everything in shadow mode to constantly generate training data from everyone Tesla owner driving their vehicle. Then it was that stuff about being able to query the entire fleet for specific examples to get data for specific situations. Then there was that bullshit about only real world data having any value and simulation being a dead end. Now Telsa is actually bragging about how much of their FSD hardware they're buying to put into their pipelines just to verify their models before they ever get deployed on any real vehicle. iirc Tesla's autopilot program has generally been understaffed almost chronically and that's something Karpathy also held up as an example of how efficient they were and how good their pipeline was versus an inability to actually find and recruit talent for the project. I am curious on the full story of how/why Karpathy left though. I really think he was a true believer in the project and pretty much the perfect person to have running the thing. I do wonder if he got bored and couldn't contain the vibe coder within or if Musk just decided he had to punish someone for FSD not meeting his EOY deadline at some point.

Tesla has no more AI project, forced to give money to xAI

I knew Dojo was not going to work. It was supposed to be made with Tesla designed chips instead of Nvidia chips. But there was never any reason to think Tesla could design chips better than Nvidia. Obviously Nvidia can do it better, that’s their area of expertise. But the fanboys ate it up of course because it meant “vertical integration.” It’s a good example of why vertical integration is not always a good thing.

Elon is killing Tesla share value (DOJO gone, FSD falling behind) and inflating xAI value (with twitter purchase, twitting all day about xAI), so tesla can purchase xAI and give him greater share in tesla. One way to get back into Tesla if not having the $50 pay package.

Elon announces Dojo, "Telsa to be vertically-integrated AI superpower!", stock surges, tens of billions added to market cap. Dojo canceled, stock flat.

I have tried to use it in a commercial application within a large company for a very practical purpose and it failed miserably compared to hard coding stuff based on experimentation and human judgment. And I don’t mean it was a little worse, it was so horrible and could not be corrected. I’ll take your word that it is good for programming, that’s not my field, but from my experience it was beyond useless, it was harmful.

CHAINSAW!

[deleted]

Cybertruck is next, then Optimus.

How many $Bn are getting wrote off over Dojo, and what will power FSD if that was what Dojo was for?

The Nvidia cards that they bought a shit ton of... Oh wait, yeah they gave those to xAI, so I don't know...

They can't even deliver just the tip so far, let alone all of dick.

This should be down at least 10% pre-market. They cant sell cars anymore, and the future is becoming more uncertain day by day.

I think you might have a fundamental misunderstanding of TSLA. All the promises and hype get priced in. The failings and reality are not "priced in".

No conflict of interest there. A legitimate company would have tossed their CEO for pulling that.

Aaaaaand it's three percent up 😂 God I hate this

Actually, stock up. Shed costs so the company can be more streamlined ... I guess

$2,600 is Cathie Wood's ARK of course. The quote about the lawsuit is from CNBC.

The proposed Nashville boring route has been revealed https://www.wkrn.com/news/local-news/nashville/proposed-music-city-loop-route-features-stops-at-music-city-center-state-capitol/

The last remaining business will be the shitty diner

How the Musk investors react favorably to Dojo being mothballed is beyond me, wasn't that supposed to be one of the big catalysts for Tesla growth?

Additionally it reveals he lied to them just two weeks ago, saying it will be online next year. Now he says they will use chips designed for inference for training which makes 0 sense. It's like saying we don't need semitrucks because we have bicycles. Both can be used for transport and bicycles don't use any fuel so it will be huge savings!

That is at least 10-15 years away and will be over budget, as these things always are.

My bet is $250M+ and multiple years behind. They already promised Fall 2026... That's 14 months away. No way in hell that was ever possible.

Google tells me there is public transit from the airport to downtown...apparently its a 50 min trip. IMHO, if they started an express bus service between the two...and this is the part that will blow your mind: *above ground!!!...*you know utilizing the roads that already exist, it would be an 18 min trip. Its 9 miles, so that's on par with TBC's 30 mph speeds. Perhaps a fleet of 6 buses could keep pace with leaving every 10 minutes. Maybe a $5 million initial investment. Of course, there may not be enough riders to justify this...so perhaps transit vans - less than $1 million. Presto, voila...I've "solved" Nashville's airport transportation problem...I'm the Edison of my time... ...wait...huh? I just invented the airport shuttle that already exists? [https://nashvilleexpressshuttle.com/](https://nashvilleexpressshuttle.com/) So wait a minute - Nashville is going to participate in a $100s of million boondoggle to set up a private company to drive people back and forth to the airport..*.underground*...when the exact same system exists *above* ground? Now I'm really confused.

Welcome to Tennessee. Not many things make sense including the weather. But it's been pretty economically resilient and isolated from general slow downs in the past. I hope it can continue to do so, because that's basically it's only redeeming feature right now. I've lived here since 1995.

This seemed like a concerted effort by state officials to screw over the city.

It is if most of the route is above ground.

One of our long term contributors who hung it up a couple of years ago moved to a 100 acre spread in Clinton. Beautiful chunk of land.

Losing sales in California, Germany, the UK and the Dojo project has been a waste of resources? That's all good for +7% this week!

A trillion dollar company that cant make a profit.

After years of talking about what a game changer Dojo is, I now expect Tesla influencers to start saying it doesn’t really matter.

Steven Mark Ryan will know how to spin this as a nothingburger. [3 years ago it was mind blowing and would change everything ](https://youtu.be/K3RSNkDubg0?feature=shared)

We're in a FOMO 'AI Bubble'. Buying is rewarded as stocks always go up.

> To make a supercomputer of this scale requires hundreds, no thousands of engineers of many disciplines: Thermal, Power, Interconnect, Routing, Packaging, Architects, Designers of almost every discipline not listed here. Until this event, I would have scoffed at the very idea. That top comment is really on point for how this all goes, but not in the way it meant. They *didn't* have enough people or expertise to realistically compete. Let alone to recruit and keep those people. And the "event" was pure puffery to convince marks.

It's *painful* to read those comments. I can't begin to adequately describe that delusional and revisionist group of individuals.

I know. But to be fair, a world class conman has been lying to them.

That's exactly what they are doing. The narrative is now: * It was always a long shot, Elon always described it as such so it's not suprising. * It doesn't matter since Tesla will just buy nvidia chips. First one especially funny since two weeks ago Elon said dojo 2 is coming online next year and it will have power of 100 000 x H100 and they were going crazy about it. Even early this week I saw them talking how deal with samsung will allow them to manufacture dojo chips and they will take on nvidia. However by far the funniest take I saw: this means tesla has FSD already solved and they don't need training capability anymore.

Never trust anyone wearing their baseball hat backwards. It's not 100%, but close enough.....

Thermal - No problem, Technoking is an expert in this discipline. Power - No problem, Technoking is an expert in this discipline. Interconnect - No problem, Technoking is an expert in this discipline. Routing - No problem, Technoking is an expert in this discipline. Packaging - No problem, Technoking is an expert in this discipline. Architects - No problem, Technoking is an expert in this discipline. Everyone knows that when Elon pauses from Diablo to go take a piss, he has time to ponder any problem for at least 15 seconds and impart his innate knowledge to solve any problem with his once in a generation noggin.

Backwards is okay. Backwards and down means he can't accept his male pattern baldness or receding hairline. If you can't be honest with himself, he won't be honest with others. This is coming from someone who's been shaving his head since 28 years old. I accepted it

Not until he sends an Optimus robot to Mars.  It won't land or do anything notable he'll just send it past Mars or something.  Maybe we'll be lucky enough for him to film mock footage on Earth but release it as if the one in space is doing something of value. Not even sure what that would be...

In fact, he knows more about *insert discipline* than anyone else in the world

George Carlin had a great rant about guys wearing their baseball hats backwards....https://youtu.be/oIk4RkjEOAc?si=MBu-Tx8CNSg8le9e

He also had a bit about how dumb the average person is, and that's one of my favorites.

Miss that guy .....

Toaster Intelligence Club

That's exactly how they operate. Musk's entire fanbase has the memory of a goldfish and will quickly forget or deemphasize the importance of anything, especially if Musk himself is pushing that narrative. Remember battery day? How Tesla was going to out innovate everyone else on the battery front and no one would be able to compete with them when it came to manufacturing vehicles because their batteries would be like 50% cheaper and far better than anyone else on the planet despite having zero experience producing batteries. That's another thing that was going to be hundreds of billions of dollars and now Musk reclassified as a 'hedge' that still hasn't been killed off completely yet. Obviously literally nothing has come from that money and investment at this point. Tesla has struggled to make cells that are cost competitive or in large enough volumes to put in cars that people actually want to buy. They're losing ground in both Europe and China as other manufacturers have made competitive or more affordable vehicles that also come without the taint of supporting some weirdo white nationalist who felt comfortable enough with that position to throw out two nazi salutes at a political rally on national television. So not only has the battery effort borne no real fruit, as a result of that and Musk destroying the brand they've had to literally deemphasize their core business of actually manufacturing and selling cars too in favor of this robotaxi fever dream and promises about humanoid robots that have absolutely no foundation in reality.

I know it's beating a dead horse at this point but it remains hilarious to me how Musk constantly promises these massive breakthroughs in multiple fields yet Tesla really doesn't have a research branch that works on anything to achieve that. Even with these projects that don't necessarily rely on massive breakthrough there's never the staffing or a realistic timeline put on these projects to actually put something effective together in most cases. Despite Musk constantly touting these master plans and selling himself as a visionary he really doesn't have the foresight or patience to put time or money into anything that he believes won't be commercialized within a year or two. Pretty much the only reason there are even these long lived projects in his companies is because he vastly underestimates the complexity and already has massive sunk costs by the time the check becomes due and has no choice but to try to solve whatever problems has emerged in an ad hoc fashion. Those events are absolutely to rope in retail investors too. They're not designed for computer engineers, AI researchers, roboticists or any other technical profession that might be applicable, they're for dentists and doctors with money to throw at speculative investments and who lack the background to know he's completely full of shit.

[deleted]

Hey, give him some credits, he is also reposting funny Grok Imagine fantasy world memes at a perceived pace of 5 posts per minute…

Spending his time working at Tesla 7 days a week just like he promised.

4680 Solar Roof Tiles Alien dreadnaught Factory - The factory is the product = (Tesla Tents) "Unboxed" manufacturing Exoskeleton truck -all of those things were super pumped up and touted as game changers. EVERY SINGLE one was outright lies and puffery or in the case of the 4680 has no real advantage

I'm a uterus-haver who had to start shaving their head recently for reasons as part of story way too long to relate here, but you just have to own it. I have way more 'presence' right now because of it

hey at least we have bill burr and bo burnham

👆This cannot be emphasized enough!! Buy the rumor. Nowhere stronger than with TSLA - where the stock is the product. When the news hit after the rumors, the drop may be hostile. Unfortunately, it can take a few more years for the TSLA fans to find out the reality.

I still haven‘t gotten my head around this xAI - TSLA merge rumors. Can you simplify for me how this would work? Or do you have a source for it where it explains it? E.g. what type of deal (stock, cash or debt)? Who buys who? Will TSLA face a dilution from it? What valuation would be the basis? How would Elon achieve a higher TSLA share from this? No troll questions, seriously interested as I consider it a potential risk for both long and short positions. So would be keen to understand.

I've been online most of today but reading that comment was the first time I literally laughed out loud all day! Well done, truly hilarious! I have an image of Los Angeles c. 2100, and there is this shitty run-down diner with a Tesla logo on it. Someone asks how it got its name and a story starts with "you'll never believe this, but back in 2025..."

Word on the street is that GameStop is planning a hostile takeover.

Watching [Common Sense Skeptic's breakdown of Musk's Mars plans](https://www.youtube.com/watch?v=ViVSxOGMERI) is giving me [The Shining "All Work and No Play" Scene](https://www.youtube.com/watch?v=4lQ_MjU4QHw) vibes. NB He is still tweeting, as recently as this week, about the possibility of a ["Starship flight to Mars crewed by Optimus in Nov/Dec next year"](https://timesofindia.indiatimes.com/science/elon-musk-has-made-an-announcement-starship-flight-to-mars-crewed-by-optimus-in-nov/dec-next-year/articleshow/123164458.cms).

Elmo and his Elmobiles.

My favorite part of the Battery Day / 4680 BS is that the new form factor had 50% more energy !!! (while being 50% bigger... oops). I might be mis-remembering the exact figure. But basically it was a bigger battery - like going from an AA to C or D. Everyone just assumed it was magically more energy-dense. The breathless press, especially. Iirc, the tabless design would have some minor manufacturing advantage but this never panned out, either. Fun au courant fact. Tesla bought a little battery company called Maxwell Technology around this time as well, which conveniently messed up search results if you looked for information on Elmo and Ghislain Maxwell.

Anyone know if its still 10 cars in Austin? How many in other cities?

https://www.reddit.com/r/teslamotors/s/GgiAugfDD1 Of course it was always a long shot, and super risky project that was very likely to fail, right? It was advertised as such as Elon and priced in as such by all the TSLA analysts, right?

Guy buys a CyberTruck and makes a song about it. Publishes the video. Tesla catches wind, sends him a cease and desist and that he violated the Terms of Service of ownership by making his video. They disable his car remotely. While he is driving. https://www.reddit.com/r/CyberStuck/comments/1mmbq9w/lets_go_ahead_and_deactivate_here_looks_like_a/ Safety first!

This is the inevitable endpoint of stupid people thinking OTA updates for your car are a good thing.

Man I hate how readily people just gobble up the idea that a mobile inference focused SoC is going to be almost as good for training too. These people just don't read into or pay attention at all, even to the pitches they're getting so excited about. Dojo being a convoluted mess of an architecture and cooling requirements was all predicated on that leading to far better training performance and ridiculous bandwidth requirements. But yeah some SoC designed to sit in your car's dashboard or some robot with terrible cooling is clearly going to do the same thing 90% as well right? Did Mr. Physics is the most important thing forget how much speed of light actually becomes a real limitation in physically massive systems like a training cluster? I think there's one guy at the bottom mentioning that it's ridiculous while everyone is else is saying how right Elon is. Meanwhile that entire AI edge that was worth $500B+ has evaporated with zero hit to the stock price and another project where Tesla is going to burst into a new industry and do everything better than everyone ends up with negative net value to the company and no one bothers to question if it was a good use of resources or money to begin with. But hey I'm sure they'll still build a better robotaxi system than Waymo and better batteries than LG, Panasonic or CATL right?

A lot of Musgasms were wasted over Dojo.

Elon Musk, free speech absolutist.

☝️

That Musk tweet is insane spin.

Saying a bunch of inference chips on a single board basically makes a custom designed training ASIC redundant is bad spin, even for him.

5.5x energy for 6x volume

All these lawsuits. I wonder how much they’re spending on litigation and all these settlements over the years. It has to be getting pretty high by now.

Yeah I'm curious if he actually believes it or just knows his fan base is so stupid that they will run with it regardless at this point. I mean Dojo was literally sold to investors with slides talking about the physical and thermal energy density of each processor iirc. But then again there's a good chance Musk never looked at them and was high during the entire presentation so who knows what kind of thought process prompted that tweet.