Emmy Winning Senior Video Producer, business owner, all-In $TSLA since 2017. Goals: Solve the money problem by 2030, be a Dad someday.
Milwaukee, WI
Joined May 2009
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Elon raise $TSLA to $1000 before the end of Cybertruck so I may yet afford one. Thx boss.
If I ask really nicely @bot can I have access now? It'll be too late in the evening if I have to wait 5 hours 😭
I was one of them. It’s going to be sad seeing @Cybertruck disappear from my @Tesla app 😢 I was ~42,000th in line. I wanted one so badly. I borrowed one from @Tesla for two days during the Tesla riots and damn near kissed it good bye when I had to give it back. Sigh.
Elon probably thought about making another product to utilize the Cybertruck line further, but committed to Roadster 2.0 being the last Tesla car to ever be made with a steering wheel.
Brandon Smith retweeted
In 2020, Tesla said 20 million vehicles a year by 2030.
Last month, Musk said 5 million.
That's a 75% cut to the goal. And 5M is still more than triple the 1.64M Tesla delivered in 2025. Their best year ever was 1.81M in 2023.
So where do 5M vehicles come from?
S and X are gone. Cybertruck is winding down. That leaves Model 3, Model Y, a two-seat Cybercab with 125K of installed capacity, and the Semi.
The new Semi factory is built for 50K trucks a year. At full ramp, that's 1% of the target.
Tesla has about 2.5M vehicles of capacity installed today. Hitting 5M means doubling it in four years.
You don't double with fewer models. You don't double with a two-seater and a Class 8 truck.
Either the 5M target is soft, or there's a lineup coming Tesla isn't talking about yet.
I'm betting on the second.
Tesla says it's winding down Cybertruck to make room for Cybercab.
I don't buy it.
Giga Texas sits on 2,500 acres with 10M+ sq ft of factory floor. Tesla is already prepping the site for an Optimus line built for 10M robots a year. There's room to grow if they need it.
Tesla's own Q3 deck lists installed capacity there of 375K+ Model Y, 125K+ Cybertruck, and 125K+ Cybercab. The Cybertruck line ran at roughly 22% of capacity last quarter.
Space isn't the problem.
And Cybercab doesn't replace what Cybertruck does. It's a two-seater built for short trips. That leaves a massive gap. Families. People who want a bigger vehicle. People who haul gear. People where transit doesn't reach.
Robots won't fill that gap anytime soon.
So is Tesla conceding its car business to SpaceX's priorities? Maybe.
But mass-producing vehicles is worth a lot. Battery and motor IP. Manufacturing know-how. Millions of owners validating autonomy every day. I don't think they walk away from that.
Lars Moravy said "never say never" on S and X. He also said a comeback would start from zero, on Cybercab-style manufacturing.
Elon said Tesla's lineup will be autonomous vehicles of different sizes. When someone begged for a minivan: "Something way cooler than a minivan is coming."
Different sizes. Cooler than a minivan.
My bet: Tesla is cooking something behind the scenes. Not a resurrected S or X. A new line that pulls from what they've built with Semi and Roadster.
We'll see.
Wellp that was fun @bot. Sure was nice waking up this week to 30% added usage out of no where to my account due to some changes no one was informed about. I guess tomorrow I'll just be using Claude, it's better at coding anyway.
I made my own finance tracker. Used @Bot, @claudeai, @GeminiApp, @Heypocket, to combine pay stubs, taxes, checking, CC statements. Used personal/work emails, in-person meetings, 48,000 txt msgs to provide context. Next: Move all finances into @XMoney for real-time @bot updates.
Brandon Smith retweeted
Need Elon to see Tesla stock 5 year chart and respond
Is Tesla stock still a good investment or not #tsla
Five years is enough time to buy the fkking dip. $TSLA.
Now investors have to deal with Elon’s political fallout that he himself is responsible for. The goal posts for bulls keep going back further in time. There has to be a limit on how far goalposts can move. Me, it’s 2030.
Hey Elon what’s a good laptop I should buy?
Since you’re going to be buried in congressional “investigations,” hearings etc for the next two years you’ll be spending a ton of time away from your companies and in Washington, I’m sure you’ve got one picked out.
Elon spent half his time on this platform yammering about politics, and spent a half billion dollars. All wasted time. Completely wasted time. His money or his words never helped anyone he supported win.
It's time to reflect your decision to enter politics, @elonmusk.
Better announce the merger now because it's now probably going to take a year and a half to get this through.
What's up with this @SpaceXSI? Any time I press the grok button on a post, this formatting bug stays up for like 60 seconds before I can see what Grok thinks.
Also, please give us a text to speech voice button so I can listen to longer posts right on the timeline.
There's nothing like a good dump with Grok Bot.
Brain dump that is! The back and forth is fantastic. Asking it to "hold on" before answering is great too. Sometimes you just need a breather before taking another dump.