Father. B2B strategist. Tesla investor.
New Orleans
Joined October 2009
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Yesterday I had the amazing opportunity to attend the 2024 @tesla shareholder meting, and ask @elonmusk a question (2 actually). I feel like I owe my fellow shareholders and explanation for the question, since I believe it is relevant for @Tesla_Optimus industrial adoption. I also owe Elon a huge thank you! (didn't get the chance) Here is the background:
- Today when you deploy a robot into a manufacturing plant, you usually have to integrate into the line. That takes skilled labor and depending on the task, it means 1 or 2 engineers or technitians onsite for a period of 1 to 2 weeks.
- When you hire a human, there is also training and productivity cost to "integrate".
- This is not a problem when you integrate million dollar robots, integration cost is a relatively small portion of the total cost.
- If Optimus ends up costing 20K it is an insane dela for manufacturing companies, but if on top of that it is easy to integrate, well... then we don't own enough tesla shares! From his answer I take that it would be similar to training a human in the sense that you don't need skilled labor onsite (which is very bullish too)
The second question was if @Tesla_Optimus could take a different form factor. I asked if it could have no legs (assuming the task does not require walking), and therefore cheaper. The alternative question is what if it has 4 arms, no legs (similar weigh, thus similar cost). This optimus could have up to double the throughput than a human, and therefore provide double the value (price) at a similar cost. From his answer I take that at least at first Tesla will focus only on the traditional form factor.
Overal my overwhelming feeling is that I don't own enough $TSLA. Thank you @elonmusk it was an honor to see you in person and get to ask you a question!
my account is small so it might not have much visivility, but if you find this interesting please repost and comment. Thanks @SawyerMerritt @TeslaBoomerMama @smdcapital88 @ewtracker
Maximiliano retweeted
After trying FSD (full-self driving) for the first time for the last two weeks, it is the BEST technology I’ve personally ever experienced.
I told my wife to buy more $TSLA shares once again.
During this time:
1. FSD avoided a deer collision (New Jersey has a lot of deer) and swerved us away
2. Felt MORE safe than my own driving; follows all rules, stops amazing, accelerates smoothly, etc.
3. Drives perfectly - can sense and see things beyond my own human control
4. Never tired of driving again
This is a game changer for sure.
Nice!
An open offer to Tesla: We fully support putting Cybercab first, and we’d be glad to take the Cybertruck line off your hands.
We’d fund it with a consortium of investors and run it at no cost to Tesla’s floor space, headcount, or focus. All of that goes to Cybercab. Cybercab gets first call on battery cells too. We’ll wait our turn.
Tesla gains incremental profit: a license fee, plus FSD and Robotaxi network revenues on every vehicle built.
We’d build the Cybertruck, a three-row CyberSUV, and an unmanned CyberCargo hauler. More autonomous miles, across every surface of this planet and beyond.
Worth a conversation?
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An open letter to Elon Musk & the Democrat party,
Please bury the hatchet.
We are now in a post-Trump world, and America is at a crossroads. At home, we have a growing K-shaped economy where those with assets are winning, and those without are losing.
On the world stage, our ability to be at the forefront of economic, social, and technological progress is being challenged by China. This is a fact, like it or not.
A divided country is the worst possible place to be in order to overcome these challenges. We need EVERYONE to come together.
From Elon's standpoint, he will say that he's simply defending himself against unfair and brutal opposition that started during COVID.
From the Dem's standpoint, they will say they are wrongly villainized by someone who has far too much influence and power.
Both things can be true.
But you know what's also true? America benefits TREMENDOUSLY if both sides come together and focus on making America a better place for all its citizens.
Elon is uniquely positioned to deliver on this with extremely high quality jobs, and industry that cement America's technological lead.
Democrats are uniquely positioned as well, with a mandate by the voting public to focus on massively growing the economy and leave behind all the other stuff that's simply far less important.
There's no better time than now for Elon to build during his prime, and for Dems to empower him to do so for the benefit of ALL Americans.
It's time to move forward as the UNITED States of America, accept our differences, celebrate our collective ability to express those differences, and work together to fulfill America's true potential: a place where hard work and innovation drastically improve the lives of everyone.
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Maximiliano retweeted
I just signed.
Please consider, too
change.org/p/urge-a-pardon-f…
Please sign if you agree: a preemptive pardon so Elon can keep building for America without endless legal distraction.
change.org/p/urge-a-pardon-f…
Maximiliano retweeted
The statue of Prometheus is finally finished.
It was cast in Paris, crossed the Atlantic, and was assembled at Starbase. It took us 100 days to go from nothing to this.
People of the West, we have lived through an era devoid of dreams, devoid of destiny.
But the time has come to reclaim our dream of antiquity.
In a few months, we will start building a new city. It will be the most magnificent city in all of history.
After all, the great dream of the West has always been to rebuild Rome.
Come walk beside us in this endeavor. The world is waiting.
Maximiliano retweeted
Our unboxed process for Cybercab assembles vehicle modules in parallel & frames the car in one step at the end.
This streamlines automation & reduces the line size by half, unlocking much greater production capacity.
The first real revolution in automotive manufacturing in over a century
Maximiliano retweeted
The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations:
We identified a bot farm of approximately 200,000 accounts. Within this farm, we found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy.
These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that depicted data-center operators enriching themselves at the public's expense.
We remain committed to maintaining an open and authentic platform where people debate topics of public interest. We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our Authenticity policy.
Interesting! Got this promotional email from @Chase regarding @Tesla FSD!
Not a loan promotion, not another Chase product, but full self driving alone! Happy to report I already subscribe, but even happier to see this marketing effort. You know about this @SawyerMerritt ?
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