NicholasGibbs
@NickGibbsIAG
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Pinned Tweet
LLM hype cycle is coming to an end.
The ROÍ expected isn’t going to be in LLMs and that seems clear for now.
Useful yes. Over hyped yes. Commoditize already, yes.
AI ROI will be in Autonomy and Humanoids not LLMs. Mark my words.
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Update: My wife and I just got to the
@Tesla
Showroom in Tampa and there is a line wrapping around! No this isn’t the Apple Store it’s Tesla!
Heading to the Tampa International mall
@Tesla
showroom to show my wife the CyberTruck for the first time!
Sadly she couldn’t attend the shareholder meeting with me last time. :/
FSD will take us there of course. Hope everyone is enjoying this beautiful weekend ✌🏻❤️
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$TSLA CAN RUN MUCH HIGHER
1. Still not at ATH
2. Still no Robotaxi
3. Still no Rate cuts
4. Still no friendly President
5. Still no Optimus update
6. Still no Next gen Vehicle
7. Still no Licensing Deal
… and many more I could list
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The RATE OF IMPROVEMENT is ACCELERATING?! What!!
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FSD doesn’t suck. It doesn’t drive like a 16 year old. FSD is legit and drives better than most ppl. I haven’t had a single input in 4 days. Not even parking lots.
@elonmusk
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FSD 12.3 could be a robotaxi in St. Pete Florida today
@elonmusk
haven’t needed to take over in days.
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Wife and I spent 2.5 hours driving all over Downtown St Pete with FSD 12.3
Interventions = 0
Accelerator presses = 0
Destinations 7
Look I’m not saying it’s robo taxi time and FSD is finished. But I will say
@Tesla
has done it!
@CathieDWood
wanna test it if you don’t have it?
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For those who think "Regulators" are the limiting factor to
@Tesla
deploying 'Auto'nomous vehicles please update your biological NNs with the Florida Law for AVs.
Now IMO when a state like Florida deploys AVs other states will compete to not be left behind. $TSLA
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The problem with $TSLA Analyst that call themselves Bulls is that when they sell out of the stock they turn negative in their analysis while still hiding behind the Bull label. They hide behind “we are being honest and you're in a echo chamber”
No sir, I'm longterm. You're short
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I bet 8/8 isn’t postponed. Any takers? What are we betting?
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FSD 12.3 took me to the gym this morning. Then I decided to pressure test it around DT St Pete where we have the most dense traffic, people, edge cases etc. I did this for over an hour.
Disengagement = 0
Accelerator press = 0
Questionable moments = 2 (I was wrong it was right)
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Dan... You're lucky you don't get the same treatment. You kept saying
@elonmusk
wasn't focused. You were part of the FUD. Many
@Tesla
Investors will forget this but I won't. None of these CNBC people are signal or know more about Tesla compared to the retail community.
Nice to see the former bear 🐻
@GerberKawasaki
changing teams and coming back to the bull 🐂
@Tesla
camp. Do the bulls welcome
@GerberKawasaki
back or no? 🔥🏆🍿🐂🐻📺 watch the discussion with
@contessabrewer
and
@munster_gene
👇
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Every time Tesla releases a video a handful of people like Troy and Ross feel the need to come out and try to ruin the fun. Even on cinco de mayo they have a stick up their ass. What a sad existence they must lead.
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Not Financial advice but this is the moment you have been waiting for. $TSLA. Ignore the noise. This is a gift. It’s not about hardware it’s about Software. If you don’t see this as a gift today and seize on this opportunity don’t complain when we are trading at $2k +.
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$TSLA community. Be humble. Enjoy the last few days.
To many are trying to dunk on naysayers. Mind your business. Stay focused and disciplined.
Enjoy the 4th. 🫡🥃🇺🇸
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Looking at you
@Fidelity
I will pull everything out! Mark my words. A Deal is a Deal!
Warning to all fund managers, banks and brokers 🌐
The Tesla retail army, 10,000,000 people worldwide, will take action, when they discover in the next 3 months how you voted your proxies. Most funds and brokerage services are interchangeable.
Do this at your own risk.
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So if
@elonmusk
leaves because institutions vote against his comp… will they be held accountable for destroying their clients investment? Is there a fiduciary duty? Hope we don’t have to find out. Vote for Elon. Vote for humanity. Vote for a future that is exciting.
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Critical EDGE Case
@aelluswamy
@elonmusk
@Tesla_AI
Context: this used to be a medium you could sit in while to make your UPL (think chuck cooks turn) .
Recently they built it up with concrete so people can’t do that.
FSD 12.3 is not recognizing the built up medium
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FSD 12.5 first 2 drives:
Cons: In neighborhood streets it used to go slower taking into context that it’s in a neighborhood and drive slower on brick roads. Now it doesn’t.
Pro: recognized cops and ambulance. It slowed and moved lanes. Also took a detour for closed road.
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Lucid has inventory build up and lowered their delivery guidance. GM is halting production at one of its truck plants as demand has slowed. Ford stopped production of F150 lighting because of battery fires. The other companies making EVs are doing so at a loss and $TSLA has Mar 1
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My wife and I went for an evening walk earlier. We saw
@CathieDWood
walking around the block on a phone call. Would of been nice to meet her but we respected her privacy. Since we both live in DT St.Pete maybe she’ll join the channel one day 😅🤞🏻 $TSLA.
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FSD 12.3.2.1 Critical Disengagement
@aelluswamy
@Tesla_AI
We had one intervention which was me testing an edge case. FSD still fails to recognize there is a concrete median.
Besides that test. 0 interventions or input. So smooth my wife fell asleep 🤣❤️🙏🏼🥃🫡 $TSLA
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Been watching FSD Beta 10.12.1 videos all weekend.
@WholeMarsBlog
@TeslaPodcast
@FrenchieEAP
and many more. 🤯 It seems so close. It’s only May..
@elonmusk
prediction EOY better than a human seems well on track. However, real test IMO will be
@chazman
unprotected left…🍿
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For what it’s worth. The tesla inventory for Florida dropped by 75%
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My best life advice. Get to Fuck You money as fast as possible.
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FSD 12 reminds me of when ChatGPT came out but most people didn’t know about it yet.
It wasn’t until January maybe Feb did it start to
Spread like wild fire.
@elonmusk
you are about to do it! Soon we will Drop the Beta!
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Heading to the Tampa International mall
@Tesla
showroom to show my wife the CyberTruck for the first time!
Sadly she couldn’t attend the shareholder meeting with me last time. :/
FSD will take us there of course. Hope everyone is enjoying this beautiful weekend ✌🏻❤️
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Do you know anyone else who said $TSLA would be up today after earnings? Humble brag. But I’ll take my flowers 💐
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This is cringe. I’m embarrassed for her… for our country.
A.I. Czar Kamala Harris: “A.I. is kind of a fancy thing. First of all, it's two letters. It means 'Artificial Intelligence.’”
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Just had a quick ride with
@Tesla
FSD 12.
Didn’t have enough time to give a honest review. Wasn’t able to test out all my edge cases.
But I have two words. “EXTREMELY SMOOTH”
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As a left handed engineer this is triggering me.
Let’s have equal opportunity and train Optimus to use both hands at the same time 🤣
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I find it hard to believe $TSLA shareholders will vote down
@elonmusk
package and self destruct their share price.
Sure some like
@GerberKawasaki
are trying to virtue signal. But he also has less shares than I do and he knows most are going to vote in favor.
Vote don’t hope!
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Clearly $TSLA is down 20% because they are about to go bankrupt after all their UAW (United Auto Workes Union) workers go on strike besucase Tesla won’t pay them. How will Tesla make any vehicles? They are screwed! This is why GM and Ford will dominate.
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I want to buy more $TSLA but it’s hard when we keep dropping. This won’t last though. Cybertruck, Highland, AI Day, FSD 12, Giga Mexico, FED being done, rate cuts, etc. IMO we have until they announce Cybertruck or Highland to load up. So.. maybe end of September? Thoughts?
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Great conversation with your favorite $TSLA Bear
@farzyness
and two bulls
@HansCNelson
and myself. Watch the full Pod to understand 🤣
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Dear
@Tesla_AI
aka FSD Gods. Please give us a sign, message, hint anything that will tell us when your son, FSD12, will have its second coming down to our garages. We are believers. In Tesla we pray, Amen.
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Maybe Elon is warning against margin because he knows they are going to crush delivery numbers… which leads to FOMO .. which leads to buying on margin. 🧐
See? You can always spin it the other way. Elons message on margin doesn’t mean they will have bad deliveries.
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@tonyduan_
@aelluswamy
You gents are HEROS. 12.5 saved my life last night as a human driver blew through a stop sign at night and in the rain. FSD 12.5 gracefully anticipated and stopped before he could make contact. Thank you!
@Tesla_AI
Lots of hard work and many late nights went into the making of FSD 12.5, from across the team.
Many ideas were simplified and re-worked from first principles.
Hope everyone has a chance to try it out. It's a release we're proud of.
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@bradsferguson
I have posted a good amount about it over the last 12 hours. - Saved my life from human running stop sign, slows down and moves over for emergency vehicles, way to fast in neighborhood roads. Doesn't take into account brick roads (it used to). No disengagement
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I know the world is falling apart but… I finally got a Strict Muscle Up on the rings. Pretty happy dude
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Be careful thinking Giga Mexico will boost the stock. The following didn’t move the stock either.
1. Berlin open
2. Austin open
3. Stock Split
4. S&P upgrade
5. Record deliveries
6. Wide release.
7. Elon closing on Twitter
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It’s hard to imagine people choosing ICE over
@Tesla
. The stress of knowing eventually you’ll have to deal with oil changes, belt changes, transmission issues, spark plugs, breaks, engine issues, fuel cost etc. vs… not having to worry about any of those. It’s archaic.
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$TSLA will be over $300 by year end. All time highs in the next 12 months.
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Classic sign of someone who is out of touch with tech. Making a stupid argument we all know is a lie. This clown doesn’t realize we all upload high quality videos EVERYDAY?!
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As
@CuriousPejjy
said I woke up ready for War 🤣. Jokes aside I’m just calling people out on their BS. Keep in mind I didn’t mention anyone in my original post. However, if you open the door GAME on. Everyone has a POV and I may be more wrong than right. Tune in tonight. $TSLA
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If we don’t vote yes for
@elonmusk
pay package what might happen?
-Elon leaves
-Engineers leave
-Stock tanks
-space x Tesla collaboration ends
-Optimus never happens
-Tesla FSD slows down or fails
So make sure you vote! Your money is on the line. Vote yes across the board
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Tesla opening their supercharger isn’t about charging. It’s about the Trojan Horse for FSD.
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Most Bullish
@TSLA
CALL I have listens to in a long time. Shout out to the crew for an amazing live stream.
@farzyness
@heyitsyashu
@MatchasmMatt
@bradsferguson
@GerberKawasaki
@garyblack00
@TeslaBoomerMama
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There should be a
@Tesla
YouTube channel that only covers FUD from mainstream media, government, and competitors.
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@RonDeSantis
parks are for kids, families, and tax payers. Not drug addicted homeless people. Please fix our state and its parks. This is out of hand.
While we are at it auto insurance is ridiculous. Let
@Tesla
auto insurance in!
@elonmusk
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Pro: a human driver blew through a stop sign and FSD 12.5 saved me.
I think this is a great build. No interventions or disengagements. I bet 12.5.1 will go wide. I need to drive more. Oh btw this was all at night and in the rain. 🤯
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Every Quarter all I hear is how
@elonmusk
was horrible on the earnings call.
All I heard was a CEO protecting the company from red flags he is seeing.
Last I checked many of you invest in $TSLA because Elon sees the future before it happens.
What do I know 🤷🏼♂️
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Bought a new GoPro to leave in the
@Tesla
for recording. Should arrive tomorrow. This way
1. All investors can understand how well FSD is working in the St. Pete/Tampa
2. The shorts can 🔥
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I want everyone to be conservative going into 8/8.
@WholeMarsBlog
suggest that 8/8 will only be the unveil of a vehicle. He probably knows more than I do... But......how do I ignore the last part of the
@Tesla
Shareholder meeting? 😂
Woah,
@Tesla
’s “one more thing”
A preview of the future ride hailing app for Cybercab/Robotaxi!
$TSLA
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In a few years people will be saying “Why didn’t I invest in $TSLA ”
It’s so obvious… don’t let this recession, debt ceiling, inflation, whatever other noise blind you. NFA.
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Mexicans are some of the hardest workers I have ever seen. I have worked with them on ships doing some of the dirtiest jobs you don’t even know are jobs. Back breaking work. No complaining, humble, and a beautiful culture. Perhaps im biased being Hispanic and loving their food🤣
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Up coming $TSLA moving events.
1. Investor day 6/10 + for TSLA
2. Delivery
#s
7/2 - for TSLA
3. Earnings 7/25 +- for TSLA
4. Robotaxi reveal 8/8 + for TSLA
5. FSD updates / press + for TSLA
6. FSD licensing ++++ for TSLA.
Agree?
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$TSLA is down today because Elon is going to pay a house visit? Because China Model Y price cuts? Because the Fed? - If you’re a legit $TSLA investor and understand the company and believe FSD will change the world.. here’s your moment. Don’t complain in a few moments
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I just scrolled through threads. Looks like it’s all product accounts on Instagram that are posting. I scrolled
For a solid 20sec and not one regular person threaded. Yikes
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Did a quick lookup with FSD 12.5. It doesn’t seem to take into account road type like brick roads or dips in the road like all the other 12. Versions did. It’s aggressive on those. But so far no interventions. Will update more in a bit. $TSLA
@Tesla_AI
@aelluswamy
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@farzyness
Is it though? All of that shows a slowing economy/recession economy. Yet Government numbers for Jobs, unemployment, etc continue to point to “how great things are”. Something fishy is going on IMO
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Releasing an amazing interview with
@pdicarlotrader
today.
We talk
@Tesla
, Options, Trading, $TSLA, His Cyber Truck, FSD, Philosophy, Business, life purpose, Financial Independence and much more!
If any of these topics interest you stay tuned! The interview starts off hard!
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For someone who only has 1k shares this sure feels like engagement farming.
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@Tesla
is the only valuable and novel AI company IMO. Why? Let me explain. 🧵
Everyone is claiming to be an “AI Company”. Meanwhile the only company to deliver an AI product that isn’t a chatbot / chatbot derivative is being missed by everyone.
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Clearly Ross didn’t get an invite to the CT event. Like damn dude, I didn’t either… you don’t see me crying.. ok maybe for 5min but whatever.
@elonmusk
$tsla
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