RED ALERT! THIS IS IMPORTANT!
Barely slept tonight after talking on phone with the brightest person I personally know. She DWARFS my INTELLIGENCE, looks far ahead
WE TALKED TESLA AI DAY,
TAKEN INTO FUTURE
Right now I gotta start work so I'll be brief, but gotta unload this
1/
Barely slept tonight after talking on phone with the brightest person I personally know. She DWARFS my INTELLIGENCE, looks far ahead
WE TALKED TESLA AI DAY,
TAKEN INTO FUTURE
Right now I gotta start work so I'll be brief, but gotta unload this
1/
2/
Starting with things she said b4 (some I showed here)
A. AI Day is a GAMECHANGER
B. Not just for Tesla. Will be REMEMBERED IN HUMAN HISTORY as THE DAY THAT STARTED IT ALL
(Redhead pic her way to get attention of her non-tech FB friends who didn't respond when she talked b4)
Starting with things she said b4 (some I showed here)
A. AI Day is a GAMECHANGER
B. Not just for Tesla. Will be REMEMBERED IN HUMAN HISTORY as THE DAY THAT STARTED IT ALL
(Redhead pic her way to get attention of her non-tech FB friends who didn't respond when she talked b4)
3/
C. She called Tesla CHOAM. From Frank Herbert's Dune, the Biggest company in the universe.
I asked how big,
2x APPLE?
4x?
She answered nervously that more like 10x, 100x, 1000x it's UNLIMITED ACTUALLY.
WE CAN'T GRASP HOW BIG!
C. She called Tesla CHOAM. From Frank Herbert's Dune, the Biggest company in the universe.
I asked how big,
2x APPLE?
4x?
She answered nervously that more like 10x, 100x, 1000x it's UNLIMITED ACTUALLY.
WE CAN'T GRASP HOW BIG!
4/
D. Def not a fangirl but so far she believed in Elon, Tesla and $TSLA. Her mom put entire retirement on it at $43 based on her advice (long story)
But that was on Cars, Robotaxis and Energy, which she now sees as "pocket change"😯
She's SELLING HARD ASSETS to buy $TSLA!
D. Def not a fangirl but so far she believed in Elon, Tesla and $TSLA. Her mom put entire retirement on it at $43 based on her advice (long story)
But that was on Cars, Robotaxis and Energy, which she now sees as "pocket change"😯
She's SELLING HARD ASSETS to buy $TSLA!
5/
(So is everyone around her. She stresses not investment advice and I should make my own decisions, just saying what she, fam and her co-founder are doing)
(So is everyone around her. She stresses not investment advice and I should make my own decisions, just saying what she, fam and her co-founder are doing)
6/
E. Gamechanger is that Tesla is ADAMANT on being largest AI company and solving GENERAL intelligence.
They will take a large % of the best "AI designers". Not all, she'll survive as will most others but Tesla will be far ahead bc of 2 things
E. Gamechanger is that Tesla is ADAMANT on being largest AI company and solving GENERAL intelligence.
They will take a large % of the best "AI designers". Not all, she'll survive as will most others but Tesla will be far ahead bc of 2 things
7/
Far ahead bc pulling the best humanpower but also bc they are LASER FOCUSED and COMMITTED
She says it's like Waymo or Blue Origin dawdling while Tesla and SpaceX DELIVER!
Focus and commitment now driving the best team, is unbeatable
Far ahead bc pulling the best humanpower but also bc they are LASER FOCUSED and COMMITTED
She says it's like Waymo or Blue Origin dawdling while Tesla and SpaceX DELIVER!
Focus and commitment now driving the best team, is unbeatable
8/
F. Told me to thank those who offered her to join Tesla or go open a "lawn care business" (seriously someone said that here😯)
She won't be joining Tesla if she can help it, bc we need Tesla to have competitors. Not just in cars, in everything
F. Told me to thank those who offered her to join Tesla or go open a "lawn care business" (seriously someone said that here😯)
She won't be joining Tesla if she can help it, bc we need Tesla to have competitors. Not just in cars, in everything
9/
Apple became a tax on internet bc it has some monopoly. Without Android it would be worse
More so with Tesla bc it could be TOTALITARIAN, covering all aspects of life. It needs competitors on everything
She trusts Musk, but he could change, + who knows who will succeed him
Apple became a tax on internet bc it has some monopoly. Without Android it would be worse
More so with Tesla bc it could be TOTALITARIAN, covering all aspects of life. It needs competitors on everything
She trusts Musk, but he could change, + who knows who will succeed him
10/
G. Back to growth engine - Tesla Robot is just the beginning
Depends on HOW FAST AI moves RELATIVE TO MECHATRONICS , but she sees prototypes starting on specific tasks in factory, then other tasks
Worker bot will come long before GP walk-your-dog, buy groceries and cook bot
G. Back to growth engine - Tesla Robot is just the beginning
Depends on HOW FAST AI moves RELATIVE TO MECHATRONICS , but she sees prototypes starting on specific tasks in factory, then other tasks
Worker bot will come long before GP walk-your-dog, buy groceries and cook bot
11/
That alone should be a HUGE BUSINESS. Every factory would pay more than current factory workforce expenses (much higher than salaries) for these
Economy will grow considerably
That alone should be a HUGE BUSINESS. Every factory would pay more than current factory workforce expenses (much higher than salaries) for these
Economy will grow considerably
12/
H. GP bot will come later and be equally large market.
I. She sees TAM as INFINITE bc every bot could earn more than its price, there will be E dless demand.
Said like ppl now ordering fleet of Cybertrucks to go work for them, only much wider than driving
H. GP bot will come later and be equally large market.
I. She sees TAM as INFINITE bc every bot could earn more than its price, there will be E dless demand.
Said like ppl now ordering fleet of Cybertrucks to go work for them, only much wider than driving
13/
J. Ultimately she sees society going to my "moneyless society" model (but that's another story, will do a vid on it), but until it does she wants to be among those that HAVE not those that DON'T, so investing heavily in $TSLA on top of upping her own game
J. Ultimately she sees society going to my "moneyless society" model (but that's another story, will do a vid on it), but until it does she wants to be among those that HAVE not those that DON'T, so investing heavily in $TSLA on top of upping her own game
14/
Really gotta work now so Wrapping up...
She sees INFINITE growth for Tesla. Just a matter of WHEN it zooms up the exponent, NOT a matter of "to what level" bc THERE WILL BE NO LIMIT. At least not like any limit we know
She sees AI Day as "ABSOLIUTELY FUCKING BRILLIANT"
Really gotta work now so Wrapping up...
She sees INFINITE growth for Tesla. Just a matter of WHEN it zooms up the exponent, NOT a matter of "to what level" bc THERE WILL BE NO LIMIT. At least not like any limit we know
She sees AI Day as "ABSOLIUTELY FUCKING BRILLIANT"
15/
Not bc of the tech itself, which is advanced but not unheard of (for example, her company also works directly in vector space) but bc of its move to pull the greatest AI designers and the ambition to become the world's leading AI company, solver of AI
Not bc of the tech itself, which is advanced but not unheard of (for example, her company also works directly in vector space) but bc of its move to pull the greatest AI designers and the ambition to become the world's leading AI company, solver of AI
16/
Tesla was a magnet for talent before AI day, but others like her have magnets too
Now Tesla "made their magnet denser" and there's "a risk of it becoming a black hole"
Buying $TSLA is a hedge for her, but she also needs to "10x, NO... 100x" HER plans if she wants to succeed
Tesla was a magnet for talent before AI day, but others like her have magnets too
Now Tesla "made their magnet denser" and there's "a risk of it becoming a black hole"
Buying $TSLA is a hedge for her, but she also needs to "10x, NO... 100x" HER plans if she wants to succeed
17/
As I said, I hardly slept tonight
I already knew previous "cars, Robotaxis and energy" models are outdated and should be replaced, but had no idea how much
Got a lot to chew on, for example, how much competition will Tesla have, but MOSTLY how much can I risk
As I said, I hardly slept tonight
I already knew previous "cars, Robotaxis and energy" models are outdated and should be replaced, but had no idea how much
Got a lot to chew on, for example, how much competition will Tesla have, but MOSTLY how much can I risk
18/
Meaning, how much can I go on margin and loans to buy this option on future growth, without suddenly needing the money a few years down the road.
Gotta think deeper on this, but gotta work now
Unwinded for now, but...
Should I make a deeper vid on this?
Meaning, how much can I go on margin and loans to buy this option on future growth, without suddenly needing the money a few years down the road.
Gotta think deeper on this, but gotta work now
Unwinded for now, but...
Should I make a deeper vid on this?
👆Wow. Just wow.
I think this is important.
@28delayslater @WholeMarsBlog @jpr007 @bburnworth @SawyerMerritt @DrKnowItAll16 @TeslaBest @Nikola_Truth
I think this is important.
@28delayslater @WholeMarsBlog @jpr007 @bburnworth @SawyerMerritt @DrKnowItAll16 @TeslaBest @Nikola_Truth
TBH I had to lookup CHOAM. Been ages since I read Dune.
But it describes a company bigger than anything we can imagine, CONTROLS ALL ECONOMIC AFFAIRS ACROSS THE COSMOS
dune.fandom.com/wiki/CHOAM
But it describes a company bigger than anything we can imagine, CONTROLS ALL ECONOMIC AFFAIRS ACROSS THE COSMOS
dune.fandom.com/wiki/CHOAM
Will change order of upcoming videos - Plaid video coming out tonight or tomorrow.
Didn't expect to get answered this quickly, but since I did wiill do AI Day vid #3 immediately after.
FUD research vid #2 can wait.
For a heads-up, LIKE enclosed tweet🙏
Didn't expect to get answered this quickly, but since I did wiill do AI Day vid #3 immediately after.
FUD research vid #2 can wait.
For a heads-up, LIKE enclosed tweet🙏
https://twitter.com/ConnectingODots/status/1430641450618863616?t=v2IjTR0fyePMiEsVlQ47ZQ&s=19
Will do it!
Just released the COUNTDOWN TO PLAID MUNRO vid
Will now start working on AI DAY REPERCUSSIONS
FUD RESEARCH vid will have to wait, bc the AI Day repercussions boggle my mind!
Will now start working on AI DAY REPERCUSSIONS
FUD RESEARCH vid will have to wait, bc the AI Day repercussions boggle my mind!
https://twitter.com/ConnectingODots/status/1433741497631977503?s=20
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