TSLA Terathread - For the week of Jan 12

Good morning here is the link to last week's Terathread. https://old.reddit.com/r/RealTesla/comments/1q4hrz5/tsla_terathread_for_the_week_of_jan_05/

Forbes reported that Iran successfully blocked Starlink using military jammers, disrupting 80% of its traffic. This is apparently this first time this has been done to Starlink, with some previously claiming it would not be possible. https://www.forbes.com/sites/zakdoffman/2026/01/11/kill-switch-iran-shuts-down-starlink-internet-for-first-time/

UK government investigating X over Grok and pedo enabling. Everyone hates Elmo.

They also eliminated a proxy force that tried to invade Iran from Iraq on the second day of the protests. Congrats to Iran, at least for these small victories, especially considering how they were caught completely off guard the last time they were attacked because they didn't think that US/Israel would attack during active negotiations between US and Iran. Big mistake.

Stock is up today so far. I really wonder who’s buying here.

It's probably because Leon will be next FED chairman. He'll merge FED with TSLA and move their headquarters to Nuuk, Greenland. With daily 30min Starship flights from anywhere in USA, or scenic Hyperloop trains departing every 30min (with onboard Neuralink integration that allows for remote operation of up to 3 Teslabots simultaneously), or Robotaxis for extra comfort (Roadster edition ones - with integrated cold gas thrusters to cross the water) - this is THE best solution for the AMERICAN FREEDOM! God bless the USA!

so much winning!

I don't know how anyone could have claimed it's impossible to jam. It's the same EM signal as every other wireless tech uses. If you jam the frequency it won't work.

Apparently there was research funded by the U.S. Army done by the University of Texas at Austin that determined it was “almost un-jammable.” I guess “almost” wasn’t good enough.

Remember that a lot of funds, including S&P index funds, tech funds, pensions, national wealth funds, etc, are all invested in Tesla. If those funds simply get more investments into them, then they have to buy their underlying assets, and with Tesla's overweighting in most of these funds, that means they have to buy loads of Tesla shares. So long as the buy and hold forever diehards don't sell their shares, there are few actively traded shares available, so index underlying stock purchases can push the stock up. This is also why Tesla tends to collapse when the market sees major corrections. In early 2025, the S&P 500 fell 21% but Tesla's stock collapsed by 56%. The company is built like a house of cards. Quick to go up, but just as quick to collapse. Rinse and repeat. If the market holds up, Tesla won't crash... If the market corrects hard, then Tesla drops like a rock. Minor Tesla news may have some impact on stock, but Tesla stock is locked into their position in the index funds, and it'll take the index funds pulling back and selling Tesla stock to set off harder drops. Tesla has fallen quite a bit since the December high on account of subpar news and stock rotation out of tech.

Tomorrow brings a 3 year Elonversary: *"Transparency Builds Trust"*

[SpaceX May Skip IPO In Favor Of Tesla Reverse Merger](https://www.reddit.com/r/StockMarket/comments/1qbbj81/spacex_may_skip_ipo_in_favor_of_tesla_reverse/). Solar City 3.0 in the works

Would mean spacex is in much worse financial shape than the pedo guy has let on.

Shareholders already put down a xai buyout. Slim chance this will happen.

Lemme guess - this is how TSLA stonk goes up and Elon hits his milestones.

Absolute dumbest merger proposal of all time. Zero business case whatsoever.

I don’t think it’s any dumber than solarcity.

At least Solarcity was an all-stock acquisition for a fairly small percentage of Tesla's market cap. There's been a lot of super dumb acquisitions like this, like Intel buying McAffee for example. SpaceX is purportedly seeking a $1.5 trillion valuation, about the same as Tesla's value. Such an equal valued merger between two companies with zero synergy would be disastrous.

This is all about keeping Tesla from cratering and Elon solvent. Common sense was thrown out the window a long time ago.

[deleted]

SpaceX's profit is insignificant/tiny. Like I don't think they have hit $5B yet. Revenue is also nothing to get excited about. It's a self sucking !@%!@ + government contracts. There is only so much shit to send into low earth orbit and the tin turkey is not working out.

Kind of doubt this will happen in all honesty. Whole point of this 'IPO' seems to just to sell of a rather small percentage of shares to boost the valuation and Musk's own paper wealth. Actually doing some huge reverse merger would work against that and likely dillute Musk's ownership stake. SpaceX also doesn't seem to be the most capital constrained or 'synergistic' company at this point either. Odds are it's going to be xAI at some point.

So my nephew was watching this dude's channel --- The dude has fake headlines to get more and more clicks to make money. He is truly a POS [https://www.youtube.com/@RobertRosenfeld1/videos](https://www.youtube.com/@RobertRosenfeld1/videos)

Oh no, I got to click on this POS dude channel that is farming clicks?

Seems like elon thinks it will actually "supercharge" the valuation of tesla if spaceX merges, and I think this is one case where he may be right honestly. The elon cult and meme traders would probably eat that shit up. It wouldn't dilute his ownership, given that he still owns \~42% of spaceX. Which is actually more then his current tsla ownership. It also would force people that want to invest in spaceX and not TSLA to basically buy the bundle of the two. ASTS and RKLB are surging and have been for some time probably entirely because of the space hype caused by spaceX. If spaceX IPOs on its own it will have a hilarious valuation, and if it merges which tsla it will probably create an even more absurd valuation.

Wat

Light week?

Elon [says](https://xcancel.com/number10cat/status/2011570080845611486) we are all slaves of the bottom 10% of society far more than the top 1% of society. He says he is tired of being held hostage by these “thugs.” Poor Elon. He is being persecuted by poor people.

He has enough money to lift millions of people out of this bottom 10%... But why do that? Everyone please feel bad for the corporate welfare queen and his hundreds of billions.

10% of the population? Thugs? Geee I wonder what this thinly veiled dog whistle could mean....

11 year Elonversary: *"In order to kind of help things along, we’re going to create a Hyperloop test track...something that’s maybe on the order of a five-mile loop."* There was alot of swooning at the time, but all Elongelicals ever got was a TEMU 1 mile straight line track (since dismantled). All hype, no hyper.

Real estate and healthcare costs are the dominant life expenses. Lots of 1%ers with their greasy hands in peoples’ pockets there — Needs are where the economic rents really live

Let's see... On the front of car sales, Tesla appears to be having its worst Q1 start since 2022, in all 3 major markets (US, China, Europe). Sales in Europe are roughly halved compared to the disastrous Q1 2025. What about unsupervised robotaxis. Well, the staged 5s clip of an unsupervised robotaxi from last month did not have any follow up. Just like driverless deliveries (which went completely silent after a single staged clip last year), they will simply pretend they never promised to remove safety drivers. Just stop talking about it. Tesla bulls have already moved on anyway. Now let's check the robotaxi tracker. Oh, they currently have 1 (one) car on the road in Austin. 50% availability. Nice. And 15 cars in the Bay Area, that's crazy. Can't believe they scaled so fast, it has only been 6 month since launch. And Optimus? Basically dead. All project leads are gone. Tesla will outsource the AI, having no one in-house to work on it. The pace of progress is breathtaking. This is the most innovative company in human history.

I’m pretty sure this is why stock went up 40% in 6 months. Now that the reason for the rise is public I think they’ve given up on it and will go traditional, but not before trying to squeeze all the juice they can from the rumor. The Tesla everything company argument was always DOA

So thinly veiled, it's that micron precision that he talks about

Saw this funny exchange: >Robyn to ‘Las Culturistas’ on her hatred for Elon Musk: “I have always hated him. Way before it was cool to hate him. There was a time when it wasn’t cool to hate him. I started hating him when he put a Tesla in space with a David Bowie song on it…as if there wasn’t enough sh\*t floating around…the fact that a commercial company can decide what to do with natural resources and also do TACKY things, like sending a stupid f\*cking car into space that’s also dangerous for people…can we all just like have a vote on whoever gets to do anything?” Nate's extremely relatable reaction: >sorry to pull rank but flexing about hating elon in 2018 is outing yourself as a mid tier hater at best. maybe they’ll take you in the minor leagues but you are simply not in the elite hater conversation I know there are many noob tier Elon haters and mid tier Elon haters on this sub (there are even Tesla owners lmao), but are there any elite Elon haters? Who has been hating on Elon for 10+ years? And what did it for you, was it the hyperloop? The Thailand cave? The battery swap scam?

In today's 12 tear Elonversary...How it Started: *"People realize that our car is the safest car on the road. It has the lowest probability of injury of any car. The Model S and Tesla is the only -- Tesla is the only manufacturer to have no deaths or serious injuries, and it’s virtually impossible to have a car that is safer than the Model S."* and how its going: # "Teslas Are The Most Fatal Cars On The Road, Study Finds"

Five year Elonversary: *"Starship design goal is 3 flights/day avg rate, so \~1000 flights/year at >100 tons/flight, so every 10 ships yield 1 megaton per year to orbit"* \- Galactic Grifter X, Jan 16, 2020. I'm always perplexed that people actually believe him. Lets check the progress on those 1,000 flights per year...in 2025, a grand total of 2 Starship launch attempts did not gather data.

I think my "born on" date for realizing Musk existed and is a shyster is 2017. Honestly, his launching a car into space is one of his less egregious acts. If it wasn't a car, a block of concrete would have been used - it was a legit test of the rocket. What drew me in? I'd have to say the self driving claims - specifically the army of morons who now actually believe AP and FSD reduce the mental load of driving. It doesn't - those morons don't know that...but I guarantee Musk does.

I'd known about Tesla since 2012 or so but considered it Fisker-adjacent and not all that relevant. Elon entered the picture for me with the Twitter $420 nonsense. After that I discounted every he would say to 0 basically. This changed to 20% after the Model Y and early FSD youtube videos posted by tesla influencers in 2020-21. After the Monterrey factory went away in 2024 int went back to 0%.

to extend this, the middle 80% loses a lot of wealth to the top 10% than the bottom 10%. I've got the receipts on that, LOL

It took the Thai cave submarine for me to realize he's 100% full of shit, and a narcissist who can't take any criticism. I guess I'm just a noob at hating Elon.

They managed to get his egregious compensation package approved, so at this point I would not be surprised if this reverse merger happened.

Getting pretty close to the 10 year mark personally. I was always skeptical of the hype because I felt he was probably being dishonest about his motivations with the Mars stuff. SolarCity merger was what roped me into being absolutely sure the guy was a snake who cared more about his own money and image than investors, products or something like Mars. It was just unequivocally such a bad deal and such a terrible way to structure any kind of joint venture. I also don't think a lot of people realize just how bad of a year 2018 was for him. He was ranting about conspiracies to destroy Tesla by oil companies, calling analysts stupid on earnings calls, propagated the whole cave diver incident and finally we had the whole "funding secured" debacle and the board trying to retroactively cover up for him. It kind of annoys me because it's still a popular narrative that either money changed him or Twitter caused some kind of brain rot. But in reality he's been a complete asshole in a high profile public way for at least 7.5 years at this point. Likely longer than that given some of the crap that happened early at Tesla and Paypal, but those were much lower profile events by comparison to what happened in 2018.

Tesla sales in the "daily 5" countries for the first two full weeks of 2026 are not great. They were saved last quarter by the sudden cancellation (and the resulting pull forward of demand) of subsidies in Norway, even people who follow things in Europe more closely were surprised by that news early in the quarter. This quarter, no big surprises are expected. - 2026Q1: 429 2025Q4: 568 2025Q1: 863

>But in reality he's been a complete asshole in a high profile public way for at least 7.5 years at this point I've kinda assumed he got pushed out of Paypal because of his assholery. That goes back a quarter century now.

Two headlines for TSLA today. First, NHTSA has granted an extension to Tesla's response time on the FSD investigation...so TSLA can "manually review thousands of records". Kind of strange a company so dedicated to technology - I'm sure there's nothing shady going on. Next, Ford and GM are trying to get some return on investment with battery plants, and entering the energy storage market. Ford is just getting started and will fully convert its KY plant and partially convert its Michigan plant. GM has been selling a "powerwall" competitor for a little over a year now - I had no idea, but they are copying the TSLA model and 7 out of 10 GM BEV buyers also buy their "PowerBank". Energy will be the only bright spot when financials come out in a couple of weeks, but its a commodity market, and the Fords and GMs of the world can scale up fast. Another moat drying up.

So why is MKBHD still dick riding this asshole?

Lmao, after Norwegians panic bought Ys before new years, Tesla is now offering a 50k NOK«Tesla Bonus» to offset the VAT completely. The kicker: Those buying today are getting a 0.% interest vs 1.99% in q4.

I don't think he is. . . He shares his opinion. . . and like many on here, many believe that not everything about Tesla is bad. Not everything Elon has done is bad. MKBHD has made several predictions and scathing reviews of Elon as well. Falcon 9 and Model 3&Y were both great moves. Elon may have blown most of his money on Roadster and Falcon 1. . . But both of them were good enough to get billions in tax dollars needed. Then Musk was able to hire the talent and engineers necessary to create Falcon 9 and Model 3. Elon's entire story is multiple failures, but he always found a way to get people to send him more money until his team finally created 2 great products. and you know what, with another 20 Billion dollars, his team make something great again. Moral of the story -- With enough money, even your average redditor could create something amazing! In this case the Model 3&Y power train are amazing . . . Even if the shell on top is mediocre.

He did, when he was CEO he kept on trying to make big software engineering decisions instead of just running the company. Straw that broke the camels back was that he got into a big argument with their CTO, Max Levchin, where Musk wanted to move the entire system over to Windows NT from the current Linux implementation it had. That was pretty much an insane proposal to begin with but Musk forced the issue and the engineers revolted and provided the company board with a ultimatum that either Musk would be removed or they would walk. They convened a board meeting to fire Musk and replace him with Thiel while he was on vacation, which is likely the primary reason he was sleeping under his desk at Fremont during the Model 3 ramp. It had nothing to do with him just working that hard, he was literally afraid that if he left they might fire him again for the whole Alien Dreadnought boondoggle.

What is the calculation, compared to the previous prices? Is it actually cheaper now? That would be incredibly funny.

The X. (The model not the twitter)

Price is the same now, but lower interest rate.

It makes sense. Tesla has to cut prices to increase demand. We will see if this helps, but the pull-forward in demand was very real. Tesla also benefited from having lots of inventory, now there isn't a rush so everyone can just buy a VW or whatever and wait a bit.

OH it's been years since they were supply constrained, now it's been quarter after quarter of incentive levers.

> and you know what, with another 20 Billion dollars, his team make something great again. Model 3 came out over 8 years. Model Y nearly 6. Falcon 9 going on 6-16 years depending on when you need to count. Since then Tesla and SpaceX have had sky high valuations and plenty of funding available both from product revenue and sales rounds. What was stopping Elon's companies from making great products up to now?

He said that was the goal, not that they'd succeed 🤣 Also, if you launch one and it explodes into a thousand pieces, he probably considers that 1000 launches 🤔

Isn’t this going to crush their margins?

What's the latest thinking on whether Tesla is still making a profit? A few months ago majority opinion on here seemed to be that, sans tax credits, they'd be making a loss by now. I understand Q4 will be reported Wednesday 01/28/2026.

Elon.

I think they'll report a profit. Its minor, but their battery storage business is growing. Car sales dropped, but they didn't have to give them away with a temporary sales boost in Norway. More than half of Tesla's sales occur in China and Europe - each nation has some style of ZEV credit still...and for now TSLA still sells GHG credits in the USA. And IMHO there's always been a question as to the timing of revenue recognition from the credits - I don't think its always recognized in the quarter they were sold, allowing Tesla to "bank" some of this revenue for later recognition. Finally, although there are probably outlet valves in the contracts, I'm not 100% sure automakers instantly cancelled their contracts with Tesla - they still need to buy credits from TSLA for other nations, and I assume these are complicated arrangements. So for some period of time, US automakers may still be buying (now useless) ZEV credits from Tesla. Also, they may be doing it as a hedge in case the rules change again. And, IMHO TSLA has lots of room to "calibrate" their profit. They can nerf R&D spending, extend depreciation schedules, etc. I think the real indicators will be how much their cash, earnings per share, and spending drop. They've wave the profit flag, but there's more to the story.

I missed a 6 year Elonversary yesterday: *"There will be a lot of jobs on Mars!"* Again, I'm gobsmacked people take him seriously. And 6 years ago today, when asked when the first human would send a T-w-e-e-t from Mars: *"The first person…its possible that…I think the earliest Tweet for the first person is probably 5 years from now, but I think its probably not more than 9 years from now"* How exciting! We're in the middle of the 5-9 year window right now! With the trip to Mars taking 2 years, that means we're just a year away from the first human launching off for Mars! Because this is all totally real, right?...Fun Fact: exactly 1 year ago today, Starship gathered more data all over the Caribbean.

Thank you very much for your considered answer. My thinking is, while they are still reporting profits, they will remain in the S&P 500, which reduces the chances greatly of their bubble bursting. If they fail to, by the letter of their rules, the Index Committee can immediately delete them. I know this would be an unusual thing for them to do, but I have a feeling they can see the writing on the wall. This is a very unusual situation; has it ever, before, been so obvious that a company, anywhere near this size, is so grossly overvalued?

Remember back in April/May when Tesla was gearing up to launch robotaxis in Austin, and everybody was 100% convinced they would be 100% driverless, with no employee in the car? Remember back in June when robotaxis launched (12 of them!) with safety monitors, and everybody thought they'd scale to thousands of cars in a matter of weeks? Remember back in late October when they were going to remove safety monitors by the end of the year and have 500 robotaxis in Austin? Well, it's late January 2026 and there are currently between 1 and 3 robotaxis on the road in Austin, depending on time of day. They all have safety monitors. There are no signs that they will ever remove safety monitors or add more cars, since that would guarantee an insane rate of accidents (they already get into 1-2 accidents a month despite only doing a handful of trips per day across the "fleet", with safety monitors preventing \~90% of incidents). Meanwhile TSLA is up \~100% since the robotaxi launch speculation from April/May.

Elon in July 2025: [done](https://pbs.twimg.com/media/G-3-7r8WAAALnpf?format=jpg&name=large) Elon in January 2026: [almost done](https://pbs.twimg.com/media/G-3-7r8XYAAFrSu?format=jpg&name=large) As Fred points out on Twitter, Elon is even bad at lying and it doesn't even matter.

my thesis was 100% correct, but the March puts I bought in July were 100% wrong. Still two months of life in them at least

I've tried to piece together a timeline of self driving claims - each announcement or step change launched a thousand Musgasms, but TSLA's cars are still ramming parked fire trucks. Please ad/correct anything that's wrong: 2013: Musk announces an "Autopilot-style" system for cars, and drivers "hand over control of their cars to a computer" 2014: HW1 released 2014: *"They will be a factor of 10 safer than a person in a six-year time frame"* 2014: TSLA started taking pre-purchases of Autopilot 2015: *"Its not something I think is very difficult…to do autonomous driving I think to a degree that's much safe than a person is much easier than people think"* 2015: AP released - marketed as adaptive cruise control and autosteer 2015: *"I view it as a solved problem. We know exactly what to do and we will be there in a few years"* 2016: Summon released. This is the version where the car creeps forward or backward for a few feet. 2016: "*In \~2 years, summon should work anywhere connected by land & not blocked by borders, eg you're in LA and the car is in NY"* 2016: HW2 released 2016: *"I consider autonomous driving to be a basically solved problem. ... We're less than two years away from complete autonomy"* 2016: TSLA blog post: *"We are excited to announce that, as of today, all Tesla vehicles produced in our factory – including Model 3 – will have the hardware needed for full self-driving capability at a safety level substantially greater than that of a human driver."* 2016: The Paint it Black video is relased with the lie: *"The person in the driver's seat is only there for legal reasons. He is not doing anything".* The video heavily implies that Tesla was on the cusp of delivering a truly autonomous vehicle. 2017: HW2.5 released 2017: Enhanced AP released. This added automatic lane change. 2017: *"Yeah essentially November or December of this year we should be able to go from all the way from a parking lot in California to a parking lot in New York. No controls touched at any point during the entire journey."* 2018: *"I think we could probably do a coast-to-coast drive in three months, six months at the outside."* 2018: *"Hardware 2 cars have all the hardware necessary for full autonomy."* 2019: Navigate on AP released - AP now included interchanges. 2019: "*I think the most profound thing is that if you buy a Tesla today, I believe you are buying an appreciating asset – not a depreciating asset"* 2019: "Enhanced Summon" announced...would ultimately become "smart" summon 2019: Smart Summon - this is where a car slow rolls through a parking lot. 2019: *"I think we will be feature complete — full self-driving — this year. I would say I am of certain of that"* 2019: Musk confirms "FSD" means SAE Level 5 2019: HW3 released

Continued: 2020: "Beta Testing" FSD released to select Branch Elonians 2021: FSD Beta 9.0 open to the masses 2021: FSD Subscriptions became available 2021: "*I'm highly confident the car will drive itself for the reliability in excess of a human this year*" 2021: FSD Beta 10.0 - 10.12 2022: *"I would be shocked if we do not achieve full self-driving safer than human this year"* 2022: FSD Beta 10.13 - 10.69 2022: FSD Beta 11.0 - 11.3 2023: *"But really, all of the vehicles that have Hardware 3, which is the vast majority of our fleet, we believe will achieve full autonomy."* 2023: HW4 released 2023: FSD Beta 11.4 2023: FSD Beta 12.1 2024: Autopark released (vision only) 2024: FSD Beta 12.2 - 12.6 2024: Actually Smart Summon released - ditched the ultrasonic sensors and went full camera 2024: FSD Beta 13.2 2024: FSD given the caveat: "Supervised" 2024: Cybercab event 2024: *"We do expect actually to start fully autonomous, unsupervised FSD in Texas and California next year"* 2025: *"I think we'll probably have autonomous ride hailing in probably half the population of the U.S. by the end of the year."* 2025: FSD Beta 14.0 - 14.2 2025: *"I think \[FSD\] will be available for unsupervised personal use by the end of this year"* 2025: Robotaxis start in Austin (with drivers) 2025: *"I predict that there will be millions of Teslas operating fully autonomously in the second half of next year."* 20??: Tesla achieves automatic wipers

Elon is now tweeting/retweeting nonstop about how every Democrat politician should be arrested and hanged, and about how the White Race is under siege and all nonwhites should be eradicated from North America and Europe. He seems to be accelerating fast. Fun fact, every time I see a Tesla in my city, the driver is some Indian or Chinese guy.

\> 2014: *"They will be a factor of 10 safer than a person in a six-year time frame"* Someone should study the acceleration of the rate and scope of Elon's lies over time. Current-day Elon would have said "*by the end of 2015*", not "*in a six-year time frame*". And he lied less often back then, too.

Why are they still developing new chips for FSD given that Tesla declared back in 2016 that all Teslas from that date on had the hardware for complete autonomy?

I mean by now it's not hard to predict that Elon's "predictions" will turn out to be plain lies and that Tesla's business will keep declining over time. Not sure you should get points for that.

Because that is the next big thing for Tesla, after Optimus. Elon said that they will build the chips themselves, in advanced factories that don't need clean rooms, so he will be able to smoke next to the EUV machines for some reason!?!?

How many times can Elon scam the State of Nevada? [Let's find out!](https://www.reddit.com/r/Reno/comments/1qfjr1k/boring_co_is_studying_a_tunnel_project_to_tesla/) Includes link to article.

I do wonder how much of his crash outs are correlated to his failing business empire. Or if he knows he's going to be put in jail if the Democrats take power again.

I don't have my twitter account anymore but I'd like to x-ref that to verify, but I also don't want to see what other shit he's posted, since even if not that it's probably just as worse. this dude is one toxic mess and I do regret the great EV I bought in 2023 is associated with him

Well, he isn't spending much time on Tesla, so at least he is dedicated to something! Funny to think that he was the liberal darling when he was much more obscure and indirect with his Nazi ideology ~10 years ago.

he was somehow able to get a BEV factory off the ground in Fremont, something of a miracle, even with a sweetheart deal from Toyota and immense Federal and state support via all kinds of subsides (I pocketed 3 x $7500 Federal rebates and $16,500 in state rebates 2015-23 for my 3 BEV acquisitions). My 2023 Tesla was manufactured in my neck of the woods which I felt good about, even though the CEO is a real shit. I wish Tim Apple was able to acquire their Fremont operations, that would be sweet.

Why would apple want to own a superfund site?

If he is lucky he ends up in jail. Unlucky - well \[removed by reddit\] and \[more removed by reddit\] against a wall.

What's really nutty about this is that Musk's compensation package was premised on him having an extreme level of technical competence that was needed to actually deliver on all these AI promises. In reality he has no idea what he's talking about or how to actually deliver on it. I doubt he could describe much besides high level details like INT4 allowing twice as many operations as INT8 in the hardware. That also extends to pretty much every other aspect of ML and AI as a field. He doesn't understand the technical details of model implementation or training methods like the PhDs designing them do. Nor does he understand the implementation details of people actually trying to make useful products with them. Last I saw Musk had trouble even running a Python script. I'd be shocked if he could build anything with a readily available and well document agent library like Langchain let alone make meaningful contributions to the field at the applied level or in theoretical research.

I work in a technical field. Just one. I could not imagine being a subject matter expert in TWO fields, much less a dozen - Musk is apparently an expert in everything from rocket design to brain implants and AI. Of course this really means he is just an exceptionally good bullshitter.

It's both. He's worried about reality coming to break up the TSLA party. How many years of declining fundamentals and revenue can go on before the music stops?

“Somehow” and then describes exactly how it was handed to him, lol