deltaV @AstroEngineer3
Space Systems Engineer battling orbital mechanics & turning coffee ☕ into Δv 🚀 | Avionics • Propulsion | Thoughts on space warfare & beyond 🛰️ Boston Joined December 2023-
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deltaV retweeted
🚨 Tesla just delivered one of its biggest updates yet! Record Q2 deliveries. Strong FSD demand. Robotaxi expanding week after week. Optimus moving into production. AI compute scaling fast. And new Terafab chip plans to speed up the future of autonomy. This wasn't just an earnings update. It was Tesla showing how all of its businesses are coming together. 00:00 Record Quarter Highlights 00:14 FSD Driving Demand 00:53 Energy Growth and CapEx 02:25 Robotaxi Safety and Scaling 03:57 Optimus Vision and Challenges 06:45 Humanlike Dexterity Goals 07:21 Terafab and AI Chip Supply 09:00 Digital Optimus with SpaceX 10:38 Megapod Distributed Compute $TSLA @elonmusk
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@Tesla Good answer on mass robotaxi rollout - need reliability first. Good answer.
@strengthPlan @elonmusk No. RoboTaxi mass rollout has not occurred. Merger hasn’t happened. Millions of Optimus robots have not been sold.
@strengthPlan It’s time for one of the three key events to occur to reward patient investors: 1.) Robotaxi mass rollout, 2.) SpaceX-Tesla merger, 3.) Optimus robot. Until 1+ of these occurs, the investment will continue its flat trajectory. 1&2 imminent. I am optimistic. @elonmusk
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