I think we all know what this means.

So excited to announce today on @CNBC @SquawkCNBC with @andrewrsorkin that Showrunner is building a noncommercial & academic AI reconstruction of the lost holy grail of cinema:. The lost 43 minutes of ORSON WELLES’ ruined masterpiece THE MAGNIFICENT AMBERSONS

Yes, AI6 is Tesla's convergence chip, awesome for inference and good enough for training. I cannot underscore how important AI5 and AI6 is to Tesla's future. Joe knows.

Optimus, my favorite topic. Inference compute, favorite topic #2 these days. And then some good stuff on why engineers need a mission (I always did) and why Elon brings mission.

This is Optimus version 2.5, and it’s already highly refined. But version 3— yet to be revealed— will be the first customer-shipped model. When Tesla delivers Optimus, it will make other robots seem mechanical by comparison. Optimus, by contrast, will feel truly humanoid. It’s

I was delighted to join Emily Tan on Friday morning on CNBC. We discussed a variety of topics including some of the thoughts driving my weekend focus on more defensive China exposures. They ended up 'clipping up' the segment about cars - they always do with me!

RT @elonmusk: @pbeisel Optimus is a hard problem in engineering, design and especially manufacturing.

It isn't just the Tesla design studio hard at work making Optimus design better. Hardware teams involved making sure everything can fit, work and stay cool inside.

Price lower for me right now (Saturday afternoon):

@elonmusk Back in.

RefundYourSOL @RefundYourSOL

Yes inference compute is going to explode. right on Tesla's AI5 and AI6 chips. These chips will power autonomy.

This is hugely important to Tesla's future. Nothing runs without these chips. They are the brains of the robots— those with 2 legs and those with 4 wheels.

Its in the FSD subs where the creativity lies.

Clarification from my friend Grok: . No, licensed FSD from external parties (e.g., non-Tesla vehicles) would not count toward the 10 million active FSD subscriptions milestone. The metric is explicitly for Tesla's ecosystem—subscriptions tied to Tesla vehicles and users. The SEC.

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new post:

To get to 20 million vehicles delivered with 10 million active FSD subscriptions will require some creativity. The vehicle deliveries will need to accelerate and the FSD take rate will need to increase substantially within the Tesla fleet. Expect new car models to reach a

Yes 20 million includes Cybercab.

Robotaxi reach. It begins.

Never before has corporate America seen a compensation plan this large and ambitious. Invest accordingly. $TSLA.

What the comp plan means with respect to the market cap of other companies:.

Mike Tyson and Floyd Mayweather agree to a 2026 exhibition fight. Unbelievable clash!

If you aren't paying attention, you should. This plan is hyper-aggressive. And if you don't think Elon can do it, I refer you to: 1. the 2018 comp package milestones that were hit and 2. what he has done with xAI in the past 2 years. You can love him, you can hate him, but