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“SpaceX option package for new Tesla Roadster will include ~10 small rocket thrusters arranged seamlessly around car. These rocket engines dramatically improve acceleration, top speed, braking & cornering. Maybe they will even allow a Tesla to fly.” — Elon Musk

29,436 просмотров • 4 месяцев назад •via X (Twitter)

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Just weeks ago I considered this to be a map of Superchargers. The foundation that made EV’s a going concern for the first time. But it’s not. These dots represent fully permitted and built power stations in an era where every AI player is trying to figure out how to get power for compute. This is the largest electrical power moat I’ve ever seen that can fully supply current and future charging needs while collecting and storing cheaper power during off-peak to supply an AI revolution. Elon doesn’t care who knows anymore. 2nd place is… crumbs. AWS was built from excess server space needed during peak demand. Now it’s bigger and more valuable than the core Amazon retail business. Tesla is about to drop a hardware smackdown right in the face of software engineers. AI prototypes are easy. Scaling is hard. If only Tesla had a factory pouring out millions of chips each year that are underutilized 95% of the time. Each with their own battery storage. Imagine that. Tesla could call them ‘cars’. And that power moat? It’s all fully upgradable. It’s primed to be tripled. Only a handful of Tesla charging stations currently have solar and/or Megapacks. For 14 years Tesla has permitted and built the gas stations of the future around the world. Everyone said it would fail. All of them were wrong. And now Tesla is in a process of creating a possible 10x value stamp on those stations that should have never been built. It makes you wonder, When a vehicle now leaves the Tesla factory; how do we even begin to calculate the economic production that it will generate during its lifetime? It’s a Robotaxi, energy storage, and a fully sealed/cooled compute processor. They may as well start shitting gold out of a tailpipe.

No Safe Words

56,754 просмотров • 2 месяцев назад

The haters told me I’d never own a Tesla Model X. Then I bought one. They told me I’d never own a Cyberbeast. Then I got one… and put tens of thousands of miles on it. They told me leaving Apple was crazy… that walking away from a great career to bet on myself was a mistake. Then I became financially free, built my own business, started making more $ doing what I love, and got my time back. They told me posting about Tesla and Elon every day was a waste of time and wasn’t exciting. Then that little account turned into Teslaconomics… it opened doors I never expected. I went from watching Tesla launches online to getting invited into the room. From talking about Robotaxis to actually riding them. From dreaming about the future to sitting inside a Cybercab with no steering wheel and no pedals while it drove me around Austin. And through all of it, there has always been somebody saying: “You’ll never do that.” “You’ll never get that.” “That’s not going to happen.” I’ve learned something over the years… Often times the best thing you can do is stop arguing with people and just keep building your life. Don’t waste your time and energy on them. Let the results answer for you. Now I can’t wait to see their faces when the next-gen Tesla Roadster is sitting in my garage. SpaceX package if Tesla lets me. Some people see something they’ll never have in life. I see the next thing I’m actually going to own. See you when it gets here. And I’ll be smiling at all of them again, saying I told you so, again.

Teslaconomics

48,042 просмотров • 11 дней назад