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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Another thing that sucks about Muse: If you talk for a while, it will straight up cut you off, delete the text that was generated and leave you standing there with no answer, no memory that it did that, and forces you to debate if you want to start over. Grok Bot doesn't do that.
Making work not feel like work is why I look for audio-only interaction with AI. Grok Bot does it OK, but Muse allowing me to send it a picture of my dog, Meco, and having it model (and animate!) him, really just puts frosting on top of the cake.
AI, video games, and running my business is too addicting. I will never find future Ms. Smith if I can’t have more self control.
Muse is annoying a little bit because if you mute your mic while on a voice call it periodically says “I’m still here Brandon,” where ask Grok knows to be quiet until I speak.
Muse's voice mode might be a practical way to mitigate Grok Bot usage.
Muse > Initial Planning / Scripting
Grok Bot > File Utilization / Headless Program Usage.
Claude > Coding / Work Execution
Gemini > Image Generation (Manual work 🙄)
Eleven Labs > Voice Over / Lip Sync
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
