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Tesla is now officially selling used Cybertrucks directly from its inventory. Tesla will transport one to any Tesla delivery location of your choice in the continental US for up to $2,500. Prices currently start at $66,200 for a used Foundation Series with 2,566 miles, and peak at $94,800 for...

1,832,673 görüntüleme • 2 ay önce •via X (Twitter)

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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 görüntüleme • 6 ay önce

StablecoinX Inc. StablecoinX has announced an additional $530 million capital raise as part of its $ENA accumulation strategy. To date, StablecoinX has raised a total of approximately $895M in PIPE financing, which is expected to result in a vehicle with over 3 billion ENA tokens on its balance sheet at closing. This enhanced scale enables greater access to additional institutional channels, broader investor and third-party coverage, and the capacity to hire top tier leadership. As with the initial PIPE raise, the cash raised via the PIPE will be used by StablecoinX to acquire tokens from a subsidiary of the Ethena Foundation. The Ethena Foundation subsidiary will initiate an approximately $310 million buyback program over the next 6-8 weeks via third party market makers, reinforcing the alignment between the Foundation and StablecoinX shareholders. The expected deployment rate of purchases is outlined in the section below this tweet, and is incremental to the buyback program from the initial PIPE financing transaction which has now been completed. At current prices, the planned buyback program of this second PIPE transaction combined with the liquid ENA contributed to the PIPE by third party investors represents roughly 13% of circulating supply. This is in addition to the initial PIPE financing which resulted in the acquisition of approximately 7.3% of circulating token supply over the last 6 weeks. Importantly, as with the initial PIPE raise, the Ethena Foundation has the right to veto any sales of $ENA by StableCoinX at its sole discretion. Once again, to the extent StablecoinX subsequently raises capital with the intent of purchasing additional locked ENA from the Ethena Foundation or its affiliates, cash proceeds from those token sales are planned to be used to purchase spot $ENA. StablecoinX's treasury strategy is a deliberate, multi‑year capital allocation strategy that will enables StablecoinX to capture the enormous value of the secular surge in demand for digital dollars while compounding ENA per share to the benefit of shareholders.

Ethena

513,890 görüntüleme • 11 ay önce

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

56,709 görüntüleme • 1 ay önce

.Elon Musk says that "the right metric for intelligence is the ability to predict the future." Elon says that if your predictions are not very good, you're not that smart. During his interview with CNBC, Elon confirmed that there would be fully autonomous Teslas on the streets of Austin by the end of June. I predicted that Tesla would not have non-geofenced, unsupervised Full Self-Driving Teslas in Austin by July 1. Today is July 1, and Elon's predictions were completely wrong. By his own definition of intelligence, he is not that smart. I have always been better at predicting things about Tesla Full Self-Driving than Elon Musk is. That's why No Safe Words crowned me the "world's leading autonomous vehicle safety expert". As I predicted, Tesla's "Robotaxi" is geofenced to a small area in Austin. It is not autonomous, and is supervised both remotely and from the passenger seat. The only passengers it has carried so far are Tesla Cultists and shareholders. Tesla has not launched a real robotaxi service like the one Waymo operates. The 11 supervised robotaxis it has deployed made at least 17 safety critical and driving errors in just the first week of operation. Elon predicted in October 2024 that Tesla would have a 30% growth in sales in 2025. Tesla's sales fell 13% in Q1 2025 and tomorrow's delivery numbers are expected to be similarly terrible. I predict that Tesla's sales growth in 2025 will be less than 30%. Elon also predicted every year for the past 11 years that Tesla would solve autonomous driving by the end of the year. His predictions have been wrong every single year for over a decade. I predict that Tesla will not solve autonomous driving this year. Elon says "you're as intelligent as you can predict the future well". He is terrible at predicting the future, so according to "the right metric for intelligence", he is not that smart. Elon also predicted that Tesla would have a "thousand" robotaxis "within a few months" during his CNBC interview. I predict that by October 1, Tesla will not have 1,000 robotaxis offering unsupervised rides to ordinary customers.

Dan O'Dowd

128,935 görüntüleme • 1 yıl önce