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fazzyraz
@fazzyraz
47
Commentary on the Elon universe. Especially on Tesla but I also love SpaceX and his other ventures! Find me on INLEO
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Created
2025-11-02 18:48
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fazzyraz
LeoFinance
2026-06-22 11:47
RE: LeoThread 2026-06-21 06-02
This probably means humans will start interacting much more in many ways — provided the robot handles unwanted tasks, freeing people to do more of what they want, which often involves other humans
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fazzyraz
LeoFinance
2026-06-22 11:47
RE: LeoThread 2026-06-21 06-02
Devices people constantly interact with are about to meld into the background. Screens will slowly become an afterthought
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fazzyraz
LeoFinance
2026-06-22 11:47
RE: LeoThread 2026-06-21 06-02
Hey can you help pack this box up real quick Hey can you kickstart the fact-check process for the next book Hey can you run to the store and get some milk for the baby Hey can you let everyone know the
fazzyraz
LeoFinance
2026-06-21 23:19
RE: LeoThread 2026-06-21 06-02
Tesla's Optimus Bot looks poised to be the next 'iPhone'
fazzyraz
LeoFinance
2026-06-21 23:08
RE: LeoThread 2026-06-21 06-02
That's why AI won't automatically shrink workloads as imagined—work isn't static. Many organizations have far more they could do than they do today; starting everything was previously limited by time and
fazzyraz
LeoFinance
2026-06-21 23:08
RE: LeoThread 2026-06-21 06-02
Counterintuitively, as AI improves some tasks become cheap enough that it's economically viable to employ someone to run them continuously with agents, but until experimentation became low-cost such attempts
fazzyraz
LeoFinance
2026-06-21 23:08
RE: LeoThread 2026-06-21 06-02
These tasks wouldn't previously have been delegated; they simply went undone because fully manual completion took too long
fazzyraz
LeoFinance
2026-06-21 10:11
RE: LeoThread 2026-06-21 06-02
Seemingly small tasks often end up consuming 3 hours because agents make it easy to get started, yet the remaining work to finish the project still requires manual effort
fazzyraz
LeoFinance
2026-06-21 10:11
RE: LeoThread 2026-06-21 06-02
Expectations that AI would reduce workloads haven't materialized (at least for now) AI makes it easier to explore more options than before, which leads to taking on far more as a result
fazzyraz
LeoFinance
2026-06-21 10:10
RE: LeoThread 2026-06-21 06-02
Those with initiative are likely busier now than ever
fazzyraz
LeoFinance
2026-06-20 21:35
RE: LeoThread 2026-06-16 17-21
$TSLA
fazzyraz
LeoFinance
2026-06-20 21:35
RE: LeoThread 2026-06-16 17-21
Overall, a very constructive quarter for long-term prospects: accelerated FSD adoption signals growing recurring revenue potential, and the transition toward unsupervised software should materially boost
fazzyraz
LeoFinance
2026-06-20 21:35
RE: LeoThread 2026-06-16 17-21
The key question is how quickly FSD revenue can scale at 80%+ margins while Robotaxi and Optimus ramps remain pending.
fazzyraz
LeoFinance
2026-06-20 09:17
RE: LeoThread 2026-06-16 17-21
This outlook comes while significant CAPEX is required for Optimus, Cybercab, and Terafab — all important for long-term trajectory.
fazzyraz
LeoFinance
2026-06-20 09:17
RE: LeoThread 2026-06-16 17-21
That implies about a 166 P/E at a $1T valuation on increasing software revenue and margins — a valuation that appears reasonable and could even be conservative, as seen with comparable software-heavy
fazzyraz
LeoFinance
2026-06-19 20:52
RE: LeoThread 2026-06-16 17-21
By end-2027, a fleet of 5M+ cars each generating at least $99/month would add roughly $6B in annual net income, growing over time.
fazzyraz
LeoFinance
2026-06-19 20:52
RE: LeoThread 2026-06-16 17-21
Over the next 12 months, the main catalyst is the expanding adoption of FSD across a growing fleet that will eventually operate unsupervised, delivering recurring revenue at 80%+ margins as regulations
fazzyraz
LeoFinance
2026-06-19 20:52
RE: LeoThread 2026-06-16 17-21
A Robotaxi-capable car is worth significantly more, and even high retrofit costs could be recouped through fares. If the upgrade path is viable — which has been confirmed — the economics are compelling.
fazzyraz
LeoFinance
2026-06-19 08:12
RE: LeoThread 2026-06-16 17-21
There is now clear signaling that HW3 vehicles will not reach Unsupervised. The plan appears to be discounted trade-in offers for HW3 cars that bought FSD and efforts to upgrade affected vehicles to HW4
fazzyraz
LeoFinance
2026-06-19 08:11
RE: LeoThread 2026-06-16 17-21
Charging $99/month for a fully unsupervised personal chauffeur seems unlikely; the real premium opportunity is much higher.
