TSLA

“all of the Elon paydays to come from here are dependent on ridiculous goalposts for SpaceX... every second he spends on Tesla is one second he cannot spend on getting people to Mars”

“You know I hate Tesla.”

“And again, Tesla's my least, probably my least favorite stock. At the moment based off of devs launching a second token. All of devs' incentives are to make second token go up higher.”

“SpaceX after IPO Musk will be CEO CTO and chairman of the board Tesla... I don't understand who the Tesla bidder is... the only rationale here that makes sense is you... they're going to just roll it up”

“Musk discussed SpaceX Tesla merger with colleagues... I would get away from, uh, Tesla shorts, I think. Wow, you got to get away from Tesla shorts, I think.”

“there's this guy on Twitter, Money Printer... Late Tesla short at $395 to $398. Let's mark it out because he's been on a god run.”

“But every car company is like 10 years behind Tesla. It's crazy that no one has— that they haven't been able to figure out how to just like clone FSD into Rivian.”

“It's at $1.34. Hard to imagine SpaceX trading below that. So you're going to have his Mag7 company will be lagging his non-Mag7 company.”

“If I'm a betting man, first of all, if I'm a betting man, I'm betting on that dude. I bet on him on SpaceX, X, XAI, Twitter.”

“Like, I think robotics, you know, we talked about the last time, are going to finally start to be real... I do still think that the main battle is going to be between Tesla's Optimus and the Chinese, because it's easy to make prototypes. It's hard to mass-produce them.”

“Ultimately, autos are a bad business. It could be software autos, hardware autos. It is a bad business and it's a really tough business to scale and very capital intensive.”

“I don't think it's true that we're not great at building things in this country. Look at Elon and the progeny of Elon. Like, we do know how to manufacture things here.”

“I think in the next 6 to 18 months, we'll start seeing real breakthroughs in robotics that enable few-shot learning, i.e., there's a pre-trained robot model... You showed a few examples and it's able to do it.”

“even Waymo and so on has very few cars and they're doing that roughly speaking because they're not economical... they had to make it uneconomical. So they have all these... costs, not just marginal costs... but also the CapEx of the entire thing.”

“Physical robots, I call Optimus the infinite money glitch because you can use them to make more Optimuses.”

“That's a trade that has not happened yet. And it's really, really hard for retail to put on that trade. Like, how do you get long robotics if you think that's going to be a game-changing innovation over the next few years? Like, Tesla is probably the easiest way right now, but generally it's a very hard trade to put on.”

“I don't think SpaceX will IPO. I think that it will reverse merge into Tesla and I think Elon will use it as a moment to consolidate control and power of his two seminal assets into one cap table.”

“Yeah, and Tesla and SpaceX and all things Elon Musk going to Texas and and all that kind of stuff. So, there's going to be that migration.”

“If you have good robotics models, what's next? You don't have a hardware capability that's like an API infrastructure that diffuses those models fast... I actually think robotics will be slower than people think in terms of really taking hold”

“I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those.”

“self-driving for sure is going to be huge. It feels like we've hit some sort of new inflection point there where the quality's gone to the point where you're starting to see robotaxis now, Waymos and Tesla.”

“having watched the Robo taxi self-driving thing and just watching the velocity that it's getting better and having watched the Uber story up close for 12 years. I'm like, yeah, that's going to happen in six.”

“Yesterday, Elon shut down the Model S and Model X production lines in Fremont. And by the way, you know, a year ago, I'd never owned a Tesla, and I was so blown away with FSD that in the last week, we bought two more Model Xs. So now everyone in my family, we're all on Tesla, because the experience is so good. But they're shutting down the Model S, Model X lines to make Optimus... that's the future, where everyone has a super workforce and you put two Optimus in your garage and they build and run a business for you.”

“In the case of Elon and Tesla, they buy our training computers.”

“you've got XAI, which I think is the best at current events because of the integration with X and also Elon seems to be able to scale his data center, his training cluster the fastest... That portends good things for Grock 5. It's going to be trained on the largest cluster of Blackwells.”

“What are the chances that Tesla after if this IPO goes well, that Tesla and SpaceX could wind up being the same company.”

“If you think about the at scale manufacturing for a new company started in the this century uh in the 2000s. Um, there's really only one that comes to mind, just Tesla. That's it.”

“when Tesla and SpaceX merge and we have all things Elon and Elon Corp, okay, which will happen, probably by the end of the year, maybe it'll happen in the middle of next year. It's going to then break everybody's brains again because you'll have this one asset... that will trade at a valuation premium.”

“I still don't like the fact that Tesla's over here. And as I've told you, that will get merged in.”

“Elon was like, we've rewritten the entire training complex in C and it's an order of magnitude increase and we can run it on 220,000 GPUs.”

“public. And so, if you want to buy public. And so, if you want to buy robotics exposure like Tesla, robotics exposure like Tesla,”

“second token I'm short Tesla but then second token I'm short Tesla but then immediately after Tesla starts hitting immediately after Tesla starts hitting”

“second token and I'm like dev launched a second token I'm short Tesla but then second token I'm short Tesla but then second token I'm short Tesla but then immediately after Tesla starts hitting”

“second token and I'm like dev launched a second token and I'm like dev launched a second token I'm short Tesla but then second token I'm short Tesla but then”

“about when I saw SpaceX IPO is short about when I saw SpaceX IPO is short Tesla because we're crypto guys and the Tesla because we're crypto guys and the”