Thinkin Bout U

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Charbax · Oct 21, 2026 · 3:59 PM UTC

Charbax retweeted

Charbax @Charbax

Oct 21

Replying to @TeslaBoomerMama

Tesla builds physical cars, energy grids, and robotics. SpaceX builds physical rockets and satellites. That tangible hardware scale is real. What isn't real is pegging the upside to the myth that closed-source compute margins stay astronomical forever. Valuing an AI arm on the premise that compute cartels will keep buying overpriced inference ignores basic technology cycles. Compute commoditizes; open-weight models and lean silicon will inevitably crush foundation-model moats. When inference runs cheaply at the edge, artificial scarcity evaporates. In fact, you can totally interchange any of Claude, Chatgpt, Gemini, Minimax, Deepseek, GLM, Qwen, Kimi, even Mistral and others, for consumers they can easily just switch to any other models to resume their work. AI benchmarks are often bullshit, with smart "Goal oriented" AI prompts all these models can reach pretty much the same results with their "thinking". A decade ago, the 11 year younger Elon was right: AI had to be open-source and non-profit to prevent bloated, rent-seeking monopolies like Google or whatever scammers comes out of OpenAI/Anthropic. Anchoring Tesla and SpaceX’s future to a hyper-capitalized, proprietary US compute hegemony, when Chinese AI runs on 100x cheaper hardware, contradicts that original vision. Tesla holders shouldn't surrender governance over a future of millions of re self-driving Robotaxis for a speculative AI token bubble. Give them a ratio grounded in real hardware.

979

Charbax · Oct 21, 2026 · 10:43 AM UTC

Charbax @Charbax

Oct 21

Elon can thank @vonderleyen @bundeskanzler @SecGenNATO and @realDonaldTrump for the exploding gas prices, Tesla is now the best selling car in Germany.

DogeDesigner

@cb_doge

Oct 20

Tesla Model Y beats Volkswagen’s Golf to become Germany’s best-selling car in September 2026, with registrations up 260.9% year over year. It outsold every petrol, diesel, hybrid and electric rival. A huge win for Tesla on Volkswagen’s home turf.

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Charbax · Oct 21, 2026 · 8:47 AM UTC

Charbax @Charbax

Oct 21

Don't mess with the Unitree! If they can just guarantee absolute Human safety, do the laundry, cook food, swap its own battery..

Unitree

@UnitreeRobotics

Oct 21

Unitree Introducing: H2-X Kung Fu Legend Guardian🤖 Powerful performance to serve and guard you, with a maximum endurance of approximately 8 hours. Please use the robot safely and in a friendly manner.

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Charbax · Oct 21, 2026 · 8:18 AM UTC

Charbax @Charbax

Oct 21

The trillion-dollar valuation thesis for frontier tech assumes one fatal premise: that compute margins stay astronomical forever. If ultra-lean open-weight models and low-cost alternative silicon commoditize the token (which is my hope), the proprietary foundation model moat evaporates overnight. Open Source FSD/AI/OS > Proprietary FSD/AI/OS The entire AI capex boom rests on Anthropic and OpenAI delivering historic ROI. Their financial ROI is catastrophically negative, with OpenAI and Anthropic collectively burning over $29 billion in cash operating losses in 2025 alone and on track to lose another $30B+ in 2026, spending roughly $1.50 to $2.00 on compute and R&D for every single dollar of revenue they take in thus far. If their IPOs stumble or unit economics hit a wall, the downstream ripple will be vicious. Building a multi-trillion-dollar empire on peak-Nvidia pricing ignores how fast architectures decentralize. AI will reshape the world, but tying the future of SpaceX and Tesla to legacy, energy-guzzling compute hierarchies of the Anthropic/OpenAI business models, is a massive risk. When inferencing becomes a cheap, low-wattage commodity, that will more and more easily run on cheap Edge devices, the market won't price orbital or terrestrial fleets like scarce monopolists. Anyways, good luck! And I can't wait to see Starships refly, 100x increase Starlink bandwidth globally, and to send Humans to Mars as soon as possible!

Sawyer Merritt

@SawyerMerritt

Oct 20

Holy shit, Elon just said @SpaceX could exit 2027 with an ARR of somewhere between $500 billion to $1 trillion. 😱

Charbax · Oct 21, 2026 · 8:30 AM UTC

Charbax @Charbax

Oct 21

Elon’s original intuition a decade ago was right: AI has to be open-source and non-profit to prevent a bloated monopoly. The ultimate irony? He’s now pegging the future valuations of Tesla and SpaceX to the very thing he fought—a hyper-capitalized, US-centric proprietary compute cartel with fragile margins.

Charbax · Oct 20, 2026 · 5:54 PM UTC

Charbax @Charbax

Oct 20

Any Tesla/SpaceX merger hinges entirely on the exchange ratio: relative valuation at deal close dictates control, dilution, and shareholder upside. The real wildcard is SpaceX’s AI premium. If open-source models and next-gen "Chinese etc" silicon/memory architectures commoditize inference, overprojected AI revenues could sharply recalibrate Tesla’s relative weight in a combined entity.