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ONE MILLION OPTIMUS BOTS A YEAR? TESLA’S JUST WARMING UP Elon’s calling it the fastest production ramp in history – and he’s not exaggerating! Scale Mode: •⁠ ⁠Fremont pilot line targeting 1M Optimus units per year •⁠ ⁠Gigafactory Texas aiming for 10M •⁠ ⁠Mars someday? A 100M-unit line isn’t...

331,892 Aufrufe • vor 10 Monaten •via X (Twitter)

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So… with a show of hands, who’s buying the fuckin dip? 🙋🏻‍♂️ $TSLA keeps handing out opportunities to the ones who can see the forest through the trees. The market and short-term minded investors seem to be obsessing over one quarter, while I’m looking at where this company is going over the next 5-10 years. Bro… this is what I see: • Deliveries are up +25% YoY to a RECORD second quarter. • Revenue is up +26% YoY to $28.2B, pushing Tesla above $100B in trailing 12-month revenue for the FIRST TIME EVER. • FSD subscriptions up +56% YoY to 1.48 million, with a record 55%+ attach rate on new North American Tesla deliveries. • Energy storage deployments up 41% YoY, with Megapack demand continuing to grow. • Services revenue up 50% YoY, becoming a larger, higher-margin part of the Tesla’s business. • Robotaxis are now operating across seven major metros, with Cybercab production officially underway. • Optimus production lines are being installed this year. • And despite investing more aggressively than ever, Tesla still finished the quarter with $43.5 billion in cash. Sure, margins were under pressure. And yes, free cash flow was negative. But this is bc Tesla is spending $ billions building AI infrastructure, expanding factories, ramping Cybercab, Optimus, batteries, and compute. The Tesla team is investing to build and be the leader for the next decade. Always remember, the biggest returns rarely come from buying when everything feels safe… they come from buying when everyone seems to be shitting their pants, while the fundamentals remain intact. NFA, of course… it’s just my two cents from a nobody. But I’m bullish then ever on the future of Tesla.

Teslaconomics

27,632 Aufrufe • vor 2 Monaten

🚨 AMERICA JUST BUILT THE WORLD’S MOST POWERFUL METAL 3D PRINTER AND IT’S ABOUT TO MASS-PRODUCE ROCKETS AND MISSILES. Divergent Technologies has unveiled the Monolith One, a giant industrial metal printer standing over 8 meters tall and armed with 12 high-powered lasers delivering a combined 24 kilowatts of energy. Unlike typical 3D printers used for prototypes, this machine is built for serious, high-volume production. It can print large, complex aerospace and defense parts in aluminum, titanium, steel, and nickel alloys and it roughly doubles the output of current systems. Why this matters: • Divergent plans to install 64 more of these machines in a massive new 430,000 sq ft factory in Long Beach, California • Once running, the facility aims to produce tens of thousands of munition airframes per year plus hundreds of thousands of critical metal components • It slashes manufacturing time from months down to weeks or even days • The company already supplies major players like Lockheed Martin and RTX The deeper implication: This isn’t just another 3D printer. It represents a shift toward software-defined, on-demand manufacturing at industrial scale for mission-critical hardware. As defense and aerospace demand skyrockets, traditional supply chains are too slow. Systems like Monolith One could become a cornerstone of faster, more resilient domestic production especially for complex structures that are difficult or impossible to make conventionally. We’re watching the industrialization of additive manufacturing in real time. How do you think large-scale 3D printing will change aerospace and defense manufacturing over the next decade? Follow for more frontier manufacturing and defense technology.

TheNewPhysics

80,575 Aufrufe • vor 3 Monaten

Figure 03 just finished an 8-hour work livestream, imperfect, but already good enough to replace a lot of repetitive warehouse labor. 🤖 Brett Adcock put a team of F.03 robots on a factory-style package sorting task for a full shift. The job was simple and brutal: detect the barcode, pick the package, flip it label-side down, place it on the conveyor, repeat. Soft poly bags, rigid boxes, moving belts, messy orientations. That is exactly the kind of boring physical work factories pay humans to do all day. Early in the stream, the system handled 230 packages in 10 minutes. That is roughly 2.6 seconds per item — already in human-speed territory for this narrow workflow. The more important part: it was not one robot pretending to work all day. It was a team of Figure 03 robots keeping the line running. When one robot ran low on battery, it left the station and another robot stepped in. That is the real factory signal: not just autonomy, but shift continuity. F.03 is rated for about 5 hours of runtime, so the 8-hour result depends on fleet orchestration, charging, and handoff. That matters more than a single clean demo. The stream was not perfect. There were pauses, hesitations, missed orientations, and small recovery moments. Good. A perfect short clip hides failure. An 8-hour livestream exposes the parts that actually matter: endurance, recovery, throughput, and whether the robot can stay useful after the novelty wears off. Figure says this was fully autonomous on Helix-02, with zero human intervention. For logistics and manufacturing, that is the threshold worth watching. Not “can it do one impressive task?” Can it keep doing the boring task for an entire shift? Figure is not showing a general human replacement yet. But for structured, repetitive factory work, the gap just got much smaller. The timing is also interesting: Figure says BotQ has already delivered 350+ F.03 units and reached a 1 robot/hour production cadence. And F.04 is now in full design lock, with parts starting to ship. The next test is obvious. 8 hours was the proof of endurance. 24/7 is the proof of labor economics.

RoboHub🤖

16,818 Aufrufe • vor 4 Monaten

Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?

No Safe Words

11,308 Aufrufe • vor 7 Monaten

I genuinely think the Terafab is going to end up being one of the biggest moves ever made in human history to secure the future of AI... and I think most people still don’t fully see what Elon is trying to do here. The signs are clear to me. This is Tesla, xAI, and SpaceX essentially hinting to us that they are not going to wait on the world to give them the compute the team needs. They are going to build it themselves at a scale no one has ever attempted. When you really break it down, it gets a bit nutty. This is going to be a fully vertically integrated chip factory that will be producing over 1 terawatt of AI compute per year. This is NEXT LEVEL BIG. Today, AI is limited by chips. You can have the best models, the best engineers, the best everything... but if you don’t have enough compute, you will eventually hit a wall. Elon told us, the world can only supply a tiny fraction of the chips his companies will need. So this is the solution. Terafab puts everything under one roof like design, manufacturing, memory, packaging, testing, which means that they can build chips very fast.. like really fast. I'm talking about 100-200 billion custom AI chips per year at full capacity. Chips designed specifically for: • Tesla cars and Optimus robots • xAI models • Space-based compute You see, while other companies and CEOs are thinking Earth, Elon is planning for AI in space. Around ~80% of the compute is expected to go orbital, powered by solar energy bc Earth simply doesn’t have enough electricity. The U.S. grid is only about ~0.5 terawatts, while space has basically UNLIMITED energy if you can capture it. And this is the steps to get it: Starship launches → space compute → solar-powered AI → feeds back into everything to Earth. Bro... Elon and his companies are playing at a whole different level... And this is why I keep telling people that the Terafab is going to be the secret ingredient that will be the real unlock for everything: • Robotaxis at scale • Billions of Optimus robots • Massive AI models running 24/7 • Future off-world, other planet infrastructure Without these chips, none of this can happen... but with the Terafab, all of this becomes possible. That’s why Elon is calling it “the final missing piece.” I agree.

Teslaconomics

25,494 Aufrufe • vor 6 Monaten