Investor AI Innovation Disruption Autonomy Robotics
Norway
Joined March 2012
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Thomas G retweeted
Tesla just added another 7 unsupervised Robotaxis to the fleet TODAY alone. Slowly… then all at once.
The hockey stick will bend upward.
🚨 UNSUPERVISED ROBOTAXI IS HERE🚨
To every naysayer, hater, and “it’ll never happen” expert who’s been loud for years…How you holding up today? The future just pulled up without a driver.
#Tesla #Robotaxi #FSD #AutonomyWins #TeslaFSD
Thomas G retweeted
This is absolutely insane:
Venezuela's stock market is now up +73% since President Maduro was captured.
Since December 23rd, as President Trump ramped up pressure on Maduro's government, Venezuela's stock market is up +148%.
Venezuela's stock market is skyrocketing.
Thomas G retweeted
Waymo sine biler har i større grad sentralisert hjernen utenfor bilen og følger regler som kan være motstridende fra sensorene og programvareen. Strømbruddet i SF sykeliggjorde svakheter med waymo kaoset i går
Tesla er trent på menneskelig handling og adferd, og har bare camera vision. Ikke en ekstra sensorerpakke som funger som en backseat driver.
FSD is trained on billions of real-world miles, including power outages
📸 @edgecase411
Thomas G retweeted
Hmm
Blir mange hatter på menyen i 2026, og enda flere som kommer til å fortelle historien om at de alltid har trodd på selvkjørende biler.
De er ikke patetiske i utgangspunktet - de tok bare feil. Patetiske blir de først når de når de juger om det.
Følg med
oh I guess there was no bubble after all - Jensen is crystal clear......
This kind of rhetoric is unheard of in an earnings release:
Nvidia, $NVDA, founder Jensen Huang says sales are "off the charts" and GPUs are "sold out."
He also adds, "AI is going everywhere, doing everything, all at once."
ALL in the press release, NOT the earnings call.
Remember when $NVDA was “just” a gaming GPU stock? Then AI hit, data-center revs went vertical, Wall St re-rated it as core AI infra and the stock did almost 10x, adding trillions in mcap.
Today $TSLA is still priced mainly as EV + energy with a discounted call on FSD/robotaxis and basically zero for Optimus.
Imagine Tesla showing:
• FSD-powered autonomous cars running at scale
• Optimus v3 on a real production line
• bots doing measurable, repeatable factory work
• the fastest production ramp of humanoid robots in history
That’s when the narrative flips from “car company with some AI”
➜ to “AI + autonomy + robotics platform that also sells cars and energy.”
That’s Tesla’s NVDA moment – not from another delivery beat, but from the market waking up to an entirely new profit + TAM stack. @Tesla @IversAudun
Picture this - perhaps already in 2026 owning a Tesla in the US, your car can join the robotaxi network while idle and earn you revenue + when charging earning from lending inference compute. Tesla car ownership becomes positive cashflow and not depreciation. Now ask why would anyone buy a car that can´t do this in the near future?
Thomas G retweeted
I am increasingly confident that this idea could work
Elon Musk came up with a pretty incredible idea during the Q3 Earnings Call, that no one is really talking about.
His words: “Actually, one of the things I thought, if we've got all these cars that maybe are bored, while they're sort of, if they are bored, we could actually have a giant distributed inference fleet and say, if they're not actively driving, let's just have a giant distributed inference fleet.
At some point, if you've got tens of millions of cars in the fleet, or maybe at some point 100 million cars in the fleet, and let's say they had at that point, I don't know, a kilowatt of inference capability, of high-performance inference capability, that's 100 gigawatts of inference distributed with power and cooling taken, with cooling and power conversion taken care of. That seems like a pretty significant asset.”
So basically, each car has ~1 kilowatt of high-performance AI inference capability, Tesla wouldn’t need to build giant data centers — the fleet is the data center.
Tesla could turn their entire fleet into a giant distributed inference network, spread across the world, powered by the batteries and AI in the car already.
Mind blown.
Don´t sleep on this.....Next 5 years will be BONKERS.. People will look back regretting not getting on board.
Morgan Stanley's Adam Jonas in new $TSLA note: "I'm callin' it. Autonomous cars are solved. Do I mean six or seven 9's to the right of the decimal? No. Perfection? Never. But enough to pull the safety driver at scale in major metros."
"From our discussions with @Tesla, it appears the only thing preventing Tesla from pulling the driver is its own abundance of caution. Our understanding is that there is no other explicit regulatory approval required to pull drivers in Texas. A passive optical-only AV system would seriously challenge the conventional thinking of many in the robotaxi community. Tesla truly believes that radar and LIDAR do not make its cars any safer. It is our longstanding opinion that if you solve autonomy for cars – you solve autonomy for many other form factors of AI-enabled robotics (aviation, marine, weapons, etc).
Tesla will have around 8 million vehicles in the global 'parc' by year-end. 12% FSD penetration (paying monthly subs and upfront purchasers) implies 1mm active paying users. If we were to apply the $99/month subscription fee to all users (including upfront payers for comparative equivalency) implies approx $300mm of quarterly FSD revenue or $1.2bn annualized FSD revenue at a year-end exit rate. Assuming an 85% margin would imply approx $1bn of EBIT... accounting for 15 to 20% of total company EBIT. Highly profitable, highly reoccurring."
Slowly slowly then suddenly. Last verse of slowly now, yet 99% say there is no way this will happen. Disruption at scale...
Thomas G retweeted
AST SpaceMobile Announces Definitive Commercial Agreement with Verizon to Support Space-Based Cellular Broadband Across the Continental United States
businesswire.com/news/home/2…
Thomas G retweeted
Very excited to announce the audiobook version of “STELLAR: A World Beyond Limits And How To Get There”. 📚 🎧 — narrated by my niece Allyson and @jamiearbib’s daughter Scarlet, two undeniably #StellarHumans. ✨🙏🏼
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Amazon 👉🏼 a.co/d/6a3ybrL
Apple Books 👉🏼 books.apple.com/nz/audiobook…
Audible 👉🏼 audible.com/pd/Stellar-Audio…
Thomas G retweeted
TESLA DELIVERIES
Tesla Third Quarter 2025 Production, Deliveries & Deployments - produced over 447,000 vehicles, delivered over 497,000 vehicles and deployed 12.5 GWh of energy storage products – a record for both deliveries and deployments. $TSLA
5/ If he misses? No award. If he hits? Shareholders win first—sustained market-cap + ops before a dime is earned.
6/ History lesson: “Outrageous” at Tesla has often meant “early.” Bet against that at your own risk. #Tesla #TSLA #Elon #CorporateGovernance