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Farzad: Tesla Says 75% of New North American Deliveries Include FSD + His "F-" for Tesla Earnings Production + Why Neoclouds "Have to Go to Spot Pricing"
On Wednesday afternoon CT, Farzad told garyblack00 to apologize after Tesla reported a 75% FSD attach rate in North America, then graded Tesla earnings production an "F-" next to SpaceX at "A+". Earlier, he argued other neoclouds "have to go to spot pricing" to make sense.
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080Farzad: Why Tesla and SpaceX "Have to Merge" + His CoreWeave Question + SpaceX Says Grok Bot Has 800,000 Paid Weekly UsersLate Tuesday evening CT, Farzad argued that Tesla and SpaceX have to merge so Tesla batteries and SpaceX inference chips can capture idle grid capacity. Around the SpaceX earnings call, he also RTd SawyerMerritt on…079Farzad: "Amount Spent" Is Not "Impact Delivered" + Trump Thanks Elon, Says Kids Get SpaceX Stock Through Trump Accounts + Grok Bot Users Hit a New PeakTrump thanked Elon Monday afternoon CT for his SpaceX share pledge to American kids, saying it runs through Trump Accounts, and Farzad RTd it. Late Monday evening, Farzad answered a Forbes post saying Elon has only…078Farzad: "Universal Basic Capital Has Arrived" + Elon Says He Will Give One SpaceX Share to Every Kid in America + Tesla Sets Dec 3 Shareholder MeetingElon said early Monday CT that next year he will give one of his SpaceX shares to every kid in America. Hours earlier, Farzad labeled the idea of Elon giving shares directly to the public as Universal Basic Capital…
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