TESLA BOT UPDATE
(AI CTO)
All following occurred BEFORE earnings call, mostly Sunday-Tuesday
Preface: My CTO friend has pivoted her company's future plans around the assumption that Tesla Bot will become a reality😮
1/
(AI CTO)
All following occurred BEFORE earnings call, mostly Sunday-Tuesday
Preface: My CTO friend has pivoted her company's future plans around the assumption that Tesla Bot will become a reality😮
1/
2/
I briefly said this before and will give details in video I'll make soon, but anyway, this shows conviction that bot will be a thing
Their plan is highly risky IMO but they seem very confident
I briefly said this before and will give details in video I'll make soon, but anyway, this shows conviction that bot will be a thing
Their plan is highly risky IMO but they seem very confident
3/
A few days ago she wrote a whole lot on her FB, almost URGING her friends to invest in TSLA. I posted it here
Read it before going on.
A few days ago she wrote a whole lot on her FB, almost URGING her friends to invest in TSLA. I posted it here
Read it before going on.
https://twitter.com/ConnectingODots/status/1485157083771289604?t=TAa5MfmigGaNIssP-YLFVw&s=19
4/
Anyway she started answering friends who debated the wisdom of investing in Tesla these days, especially all-in.
Sunday someone said her mom should derisk and sell stock. Suggested Rivian
Monday she answered. (This about Rivian skippable, go to tweet #5 in thread)
Anyway she started answering friends who debated the wisdom of investing in Tesla these days, especially all-in.
Sunday someone said her mom should derisk and sell stock. Suggested Rivian
Monday she answered. (This about Rivian skippable, go to tweet #5 in thread)
5/
But going from Rivian she wrote that bringing it up just shows her friend is still thinking about Tesla as a car company but "you'd be surprised how advanced their AI is and how FIERCELY they entered AI in last few months"
But going from Rivian she wrote that bringing it up just shows her friend is still thinking about Tesla as a car company but "you'd be surprised how advanced their AI is and how FIERCELY they entered AI in last few months"
6/
This leads to her saying that investing in #TSLA is a call option on infinity and #CHOAM.
The "lower fruit" she refers to on way to AGI bot is mostly the factory bot.
We'll see this later
#Teslabot
This leads to her saying that investing in #TSLA is a call option on infinity and #CHOAM.
The "lower fruit" she refers to on way to AGI bot is mostly the factory bot.
We'll see this later
#Teslabot
7/
This is also skippable. True things but we know them (not just a car company etc)
This is also skippable. True things but we know them (not just a car company etc)
8/
Continued standard too. Skippable (replying to her friend saying that Tesla's bestseller is getting old, from 2012, etc)
Next one is where it gets interestingl
Continued standard too. Skippable (replying to her friend saying that Tesla's bestseller is getting old, from 2012, etc)
Next one is where it gets interestingl
9/
Her friend said Tesla's run so far was rare, so her all-in mom should cash out
She say "rare" is going by analogy
Then she says she's thinking AI and "HOLY F*CK ARE THEY IMPRESSIVE AND HOLY F*CK ARE THEY ABOUT TO CHANGE THE WORLD"
(Tuesday by now)
Her friend said Tesla's run so far was rare, so her all-in mom should cash out
She say "rare" is going by analogy
Then she says she's thinking AI and "HOLY F*CK ARE THEY IMPRESSIVE AND HOLY F*CK ARE THEY ABOUT TO CHANGE THE WORLD"
(Tuesday by now)
10/
She continued: she's recommending stock bc she sees things analysts don't even guess is happening.
Winning cars is Base case. Bull is company that OWNS THE WORLD
She'll never work for a choam, but as an investor, HO LEE SHEEET
She continued: she's recommending stock bc she sees things analysts don't even guess is happening.
Winning cars is Base case. Bull is company that OWNS THE WORLD
She'll never work for a choam, but as an investor, HO LEE SHEEET
11/
Tesla ISN'T the next TESLA, bc the next Tesla implies that Tesla will now do another 20X, but she sees 1000x
Describes things they did at work. Made a sparse map of Teslavs AI capabilities and personnel, filled it in, charted directions. She has never ever been so impressed
Tesla ISN'T the next TESLA, bc the next Tesla implies that Tesla will now do another 20X, but she sees 1000x
Describes things they did at work. Made a sparse map of Teslavs AI capabilities and personnel, filled it in, charted directions. She has never ever been so impressed
12/
Chances of Tesla making a factory bot 100%, but that means nothing. With time, even kids could build humanoid Bots at home
But making factory worker bot before everyone is high, 50%
If so, it will be the fastest, strongest wave in history
Nothing beats Tesla as investment
Chances of Tesla making a factory bot 100%, but that means nothing. With time, even kids could build humanoid Bots at home
But making factory worker bot before everyone is high, 50%
If so, it will be the fastest, strongest wave in history
Nothing beats Tesla as investment
13/
I bugged her on whatsapp about it and asked for details about when she expects Tesla to achieve bot.
She said I'm relentless
I sent her a (Maine coon) cat with ears perked. Intrigued.
I bugged her on whatsapp about it and asked for details about when she expects Tesla to achieve bot.
She said I'm relentless
I sent her a (Maine coon) cat with ears perked. Intrigued.
14/
After almost 2 hours (4:04 PM EST) she replied:
"I talked with (her CEO) how much can I tell
OK
Public, can share you get no unique data
UNOFFICIAL UNSUBSTANTIATED
Tesla internal plan - factory bot in 2 years
ambitious but I believe achvbl
Factory bot EASY TBH"
After almost 2 hours (4:04 PM EST) she replied:
"I talked with (her CEO) how much can I tell
OK
Public, can share you get no unique data
UNOFFICIAL UNSUBSTANTIATED
Tesla internal plan - factory bot in 2 years
ambitious but I believe achvbl
Factory bot EASY TBH"
15/
There is a hidden layer here.
The visible layer is that I got an answer and I can share it. Tesla wants a working factory bot in two years!!!
Insanely bullish, huge potential
There is a hidden layer here.
The visible layer is that I got an answer and I can share it. Tesla wants a working factory bot in two years!!!
Insanely bullish, huge potential
16/
The hidden layer more interesting to me.
She said I can share the data, I get no unique data for myself
This is because such data too sensitive to share without NDAs etc
And this is interesting bc..
The hidden layer more interesting to me.
She said I can share the data, I get no unique data for myself
This is because such data too sensitive to share without NDAs etc
And this is interesting bc..
17/
Interesting because we already discussed the factory bot (after AI Day and in upcoming Q&A vid) she so said it's easy, and she's right. Relatively easy to get robots to learn specific tasks
Interesting because we already discussed the factory bot (after AI Day and in upcoming Q&A vid) she so said it's easy, and she's right. Relatively easy to get robots to learn specific tasks
18/
It's ultra bullish bc as I previously tweeted and Elon now confirmed, they'll use bot in factories before selling to others (and before AGI bot)
This will increase factory speed. What she called "an alien dreadnought on steroids spitting out cars"
It's ultra bullish bc as I previously tweeted and Elon now confirmed, they'll use bot in factories before selling to others (and before AGI bot)
This will increase factory speed. What she called "an alien dreadnought on steroids spitting out cars"
19/
But it's also bullish because the invisible layer is what she didn't tell me
Her company doesn't care about "stupid factory bot" and they are positioning themselves to become critical for AGI bot
In this she wouldn't even hint for my ears only
But it's also bullish because the invisible layer is what she didn't tell me
Her company doesn't care about "stupid factory bot" and they are positioning themselves to become critical for AGI bot
In this she wouldn't even hint for my ears only
20/
And since they're betting the entire company's future on this, and factory bot plan (leaked, I assume) is 2years, I read into this THEY HAVE HIGH CONVICTION that Tesla will succeed, and want to take part in this history!
And projecting from how she works, it's BASED ON DATA
And since they're betting the entire company's future on this, and factory bot plan (leaked, I assume) is 2years, I read into this THEY HAVE HIGH CONVICTION that Tesla will succeed, and want to take part in this history!
And projecting from how she works, it's BASED ON DATA
☝️Latest Bot tidbits from my CTO friend
(Will finally make the Q&A vid right after I release my upcoming one)
@bburnworth @bradsferguson @TeslaBest @DrKnowItAll16
(Will finally make the Q&A vid right after I release my upcoming one)
@bburnworth @bradsferguson @TeslaBest @DrKnowItAll16
@threadreaderapp unroll please
@KoguanLeo @heydave7
Respectfully tagging you.
Your company (and mine).
You might find this interesting!
Respectfully tagging you.
Your company (and mine).
You might find this interesting!
21/
Unrelated, but will soon release MY BEST VIDEO BY FAR
Feedback about the script said it is EPIC. Not trying to blow my own horn but I am truly excited!
For a heads-up once it's out, join my notification list
Unrelated, but will soon release MY BEST VIDEO BY FAR
Feedback about the script said it is EPIC. Not trying to blow my own horn but I am truly excited!
For a heads-up once it's out, join my notification list
https://twitter.com/ConnectingODots/status/1486605058913579011?t=9Ym82gzf-OQpAyLOKv_KNA&s=19
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