Dedafima @dedafima

Joined July 2020

Tweets

3K
Followers

953
Following

3K
Likes

1K

Dedafima @dedafima

2 weeks ago

Many suspect FSD is finally driving new car sales because of how good it’s gotten. We just don’t know how much because of noise like temporary high gas prices. If earnings report shows FSD subscriptions growth rate meaningfully accelerated, that is the catalyst I see driving the stock back to ATHs.

0 1 0 198 0

View Details

Dedafima @dedafima

4 weeks ago

Also, taking the temp on X, I would like to let Elon know that his biggest supporters would be much happier with $800+/share, but would be OK with $600.

Dedafima @dedafima

4 weeks ago

I would like $800/share but $600 is OK. Yes, Robotaxis are close. Yes, Tesla may dwarf SpaceX’s profitability the next 5+ years. Anyone heavy into Tesla has already decided they trust Musk with their money long term based on his track record. No crying in the casino!

2 0 5 326 0

0 0 0 138 0

View Details

Dedafima @dedafima

4 weeks ago

Is there anyone going heavy into Tesla stock near $400 on the thesis that Tesla will merge with SpaceX at a premium? A lot of people think a merger offer is imminent, but few are talking about the trade. Upside is ~$600+/share, so 50% return (much higher on call options).

2 2 5 264 1

View Details

Dedafima @dedafima

4 weeks ago

2 0 5 326 0

View Details

Dedafima @dedafima

4 weeks ago

@nerdalert Potholes and dips as well.

0 0 1 138 0

View Details

Dedafima @dedafima

a month ago

@nymbusjp They have lidar!

0 0 0 210 0

View Details

Dedafima @dedafima

a month ago

“There’s nobody better on planet Earth than Elon at converting electrons to tokens.” Renting out big AI compute clusters is a smart bridge while Terafab works on building its own chip tech. 4680s took ~5 years to just *start* competing with CATL, Panasonic, etc. on battery tech and cost. Jensen will keep supplying chips to Elon as a very high priority customer (since there’s no one better than Elon turning on Nvidia chips in the real world). Meanwhile, xAI becomes a cash generating machine leasing capacity to other labs to help subsidize Grok’s development. Yes, Elon is helping competing AI labs, but he’s also collecting as many chips as possible (whether or not Terafab succeeds), controlling access to those chips, and buying time to eventually come out ahead.

The All-In Podcast @theallinpod

2 months ago

“There's nobody better on planet Earth than Elon at converting electrons to tokens. He was building EWS all along.” - Brad Gerstner on how becoming a hyperscaler impacts SpaceX’s outlook @altcap on @elonmusk's cloud strategy: “It's a critically important evolution to the story.

26 74 799 62K 129

0 0 1 193 0

View Details

Dedafima @dedafima

a month ago

@VinceCarRants @greggertruck Lmao if Elon is able to get 10M paid FSD subscribers (basically a 10X from here), it likely means Unsupervised has been solved.

1 0 0 38 0

View Details

Dedafima @dedafima

a month ago

FSD 14.3.3 is nearly perfect. Remaining issues: 1. Awkward parking/parking lot behavior 2. Not slowing enough for speed bumps 3. Pothole avoidance 4. Reactions to some street signs 5. Reactions to hand signals from construction workers or pedestrians

0 0 4 127 0

View Details

Dedafima @dedafima

2 months ago

@madmanx89 Antitrust probably won’t ultimately kill the merger, but it could tie it up for years. Musk holds more concentrated power across critical industries than anyone in modern history, which makes it a unique case.

1 0 0 32 0

View Details

Dedafima @dedafima

2 months ago

SpaceX - Tesla merger probably has a real deadline of 2028. A potential Dem administration would almost certainly weaponize antitrust to drag it out for years as payback on Musk.

1 0 5 231 0

View Details

Dedafima @dedafima

3 months ago

Wild that the valuation of $TSLA makes sense at $3T or $100B depending on if these Robotaxis are ready for prime time. No one seems to really know.

Tsla Chan @Tslachan

3 months ago

$TSLA BREAKING: Tesla's Cybercab was first spotted with white seat interiors, with around 60 Cybercabs captured in Giga Texas. I've been waiting a lot for this news from you! Thank you. @JoeTegtmeyer

21 54 436 35K 13

0 0 6 292 0

View Details

Dedafima @dedafima

3 months ago

Funny discussion starts near 22:00 where Le finally experiences Tesla FSD and raves about not having to touch the steering wheel. Disagree with Tu’s argument Tesla sales can’t grow in China. If FSD is approved, demand should rise. Chinese FSD copycats are clearly behind.

China EVs & More @ChinaEVsandMore

3 months ago

Welcome to the LIVE China EVs & More Episode Show! x.com/i/broadcasts/1…

0 1 0 492 0

0 0 1 217 0

View Details

Dedafima @dedafima

5 months ago

@samsheffer @elonmusk @imPenny2x People will sell their kidney to get a robot slave.

0 0 0 150 0

View Details

Dedafima @dedafima

6 months ago

Merging Tesla, SpaceX, and xAI into one ~$3T powerhouse would let Elon raise hundreds of billions for the AI arms race (GPUs, robots, datacenters, rockets, talent, etc.) with minimal dilution. If he doesn’t build the #1 AI company in the world, it won’t be due to lack of $$$.

Chamath Palihapitiya @chamath

6 months ago

A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen, it would also bring us one step closer to having one equity

973 1K 15K 1.1M 896

0 0 4 321 1

View Details

Dedafima @dedafima

7 months ago

@RobRider16 @Yuchenj_UW Makes me think there’s still a lot of room for the stock to run. Too many people still don’t get why Tesla is such a threat to Waymo and Uber. Plenty of FOMO left.

0 0 1 33 0

View Details

Dedafima @dedafima

7 months ago

Even with $35K Kia’s, Tesla’s BOM for their vehicle and sensor suites would still be lower, especially with Cybercab being closer to $25K all in. Tesla has other significant cost advantages to stack the deck. E.g. Supercharging network for lower energy costs (supplemented with MegaPacks), extensive repair/maintenance infrastructure, etc. It’s Tesla’s race to lose. If their data advantage for real world miles is legit, then as long as they scale to many more cities and vehicles over the next 1-2 years, Waymo will be toast.

0 0 1 31 0

View Details

Dedafima @dedafima

7 months ago

I tend to think that it’s pretty easy to get to your first million by being cheap and productive. After that, you are much better off paying a premium for conveniences that improve your productivity and comfort because your time is much more valuable. Chasing cheap car deals when you’re worth tens of millions is an awful waste of time and energy. And the issue here isn’t even about cost because a $600/month Model Y w/ FSD lease would be a drop in the ocean for him, just like the cheap Model X he bought is. The bigger issue is he’s completely clueless about how good FSD 14 is. All he had was tunnel vision for trying to get a cheap used Tesla because the prices have fallen so much and he’s obsessed with not “losing money.”

1 0 1 21 1

View Details

Dedafima @dedafima

7 months ago

Dude is worth >$30M and bought a 2020 ModelX with HW3. Rationalized it by saying the FSD in his 2019 Model 3 isn’t good either 😂 Cheap people just can’t get out of their own way. If he just test drove a new Model Y, he could have leased it with FSD for less than $600/month.