Elon said spoken Grok integration is coming to our Teslas soon. Initially it'll just answer questions and not be able to control any aspect of the car.

I expect we'll eventually get a staged roll out of car control features, like climate control, speaker volume, wipers. But... Tesla will be very cautious about this since agentic AIs have a bad habit of doing bad things from time to time. I expect a long internal beta with red team attempts to get it to misbehave. Eventually,

Elon just spoke at the X Takeover event. The new news is that v3 of Optimus is a full redesign from v2. “Almost nothing” stayed the same. @GoingBallistic5 has been subtly implying for a while that their actuators could have been better designed. 🧵 @GoingBallistic5 Elon then talked about super intelligence. His metric is that ASI must invent new technologies. I think Elon has a big blind spot here. He implies that an LLM like Grok is the path to get to ASI.

Tesla VP of Vehicle Engineering @larsmoravy talked for 55 minutes today at the X Takeover event and he gave us some nuggets. A 🧵 @larsmoravy The upcoming unboxed process for Cybercab increases line speed and manufacturing density. Instead of moving these big empty frames all over the factory on a long 150-200 station final assembly line, unboxed has a 25 station final assembly line.

Three months ago I wrote that $TSLA is going through a transition no less dramatic than what Netflix did when it transitioned to online streaming from mailing DVDs.

I predicted a smooth transition, unlike Netflix's 80% stock drop. I may have been optimistic. 🧵 Elon in yesterday’s earnings call: “So I mean, does that mean like we could have a few rough quarters? Yes, we probably could have a few rough quarters. And I'm not saying we will, but we could, Q4, Q1, maybe Q2. But once you get to autonomy at scale in the second half of next year, certainly by the end of next year, I think I would be surprised if Tesla's economics are not very compelling.”