publisheddirectional thesisLONGyoutubenot an explicit trade
TSLA directional thesis
Optimus humanoids displacing warehouse sorting plus an order-of-magnitude cheaper xAI training stack
$439.29entry snapshot
pendingcurrent snapshot
— pendingsince mention
“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.”51:56claim_id
mcl_17f947badc5cfd6f96open evidence ↗Classification directional thesis
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