On Elon Musk
Hope & Faith
There need to be things that inspire you.
The best way to predict the future is to create it.
Tesla All Hands | Q1 2025
Summary of Tesla All-Hands Q1 2025 Meeting (by ChatGPT)
Elon Musk led the Tesla Q1 2025 All-Hands Meeting, highlighting Tesla’s achievements, future goals, and innovations in AI, robotics, and sustainable energy.
Key Points:
🚗 Tesla's Growth & Achievements:
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Tesla has produced over 7 million vehicles and expects to surpass 10 million by next year.
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Model Y remains the world’s best-selling vehicle, with the Cybertruck quickly dominating the EV truck market.
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Expansion into new international markets (Qatar, Lithuania, Chile, and the Philippines).
⚡ Sustainable Energy & AI Integration:
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Tesla’s mission extends beyond sustainable energy to “sustainable abundance”, where AI and robotics create an era of limitless resources.
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The Tesla Semi and battery storage solutions (Megapack, Powerwall 3) are scaling up for global energy stability.
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Predicts that 90%+ of Earth's energy will eventually come from solar & batteries.
🤖 AI & Robotics (Optimus & FSD):
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Optimus humanoid robot is in production, with 5,000 units planned for 2025 and mass production in 2026.
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Musk predicts Optimus will be the biggest product ever, surpassing even Tesla cars.
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Full Self-Driving (FSD) will revolutionize transportation, enabling a robotaxi fleet and increasing car utility by 5-10x.
🧠 Future Visions & Master Plan 4:
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Tesla’s long-term goal is a world of autonomous robots, abundant resources, and space travel.
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Musk hinted at Neuralink cybernetic enhancements, allowing superhuman abilities.
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Speculated that human competition (sports, mind games) will remain valuable, even in a post-scarcity world.
🚀 Unexpected Topics & Humor:
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Discussed Hyperloop & Electric Supersonic Jets but noted Tesla is stretched thin.
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Joked about Tesla's stock market volatility, saying, “Hang on to your stock!”
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Speculated we might be in an “alien Netflix series”, keeping things entertaining.
Review of Tesla All-Hands Q1 2025 Meeting
🔹 Pros:
✅ Inspiring vision for sustainable abundance powered by AI & robotics.
✅ Strong evidence of Tesla’s scalability & market leadership in EVs & energy storage.
✅ Optimistic predictions about FSD, Optimus robots, and AI-driven transformation.
🔸 Cons:
❌ Some ideas (e.g., AI-driven abundance) sound overly ambitious in the short term.
❌ Limited financial details on Q1 2025 performance & profitability.
❌ Challenges in execution—Scaling Optimus, achieving full autonomy, and navigating regulations.
⭐ Final Verdict:
✔️ Tesla remains a disruptive force, but execution risks remain high.
✔️ Musk’s vision is ambitious, and while long-term success seems likely, short-term challenges (scaling AI, robotics, and autonomy) need to be overcome.
Would you like a detailed breakdown of any specific section? 😊
Dennis Conforto's FB Post
It seems to me that those who actually change the trajectory of humanity and its thinking come along once every 500 years.
It's like a flash of brilliance that is only there for the length of their lifetime, and then you have to wait another 500 years before one of them shows up again.
Whether it be a Michelangelo, a Sir Isaac Newton, or an Elon Musk, they were not really fully appreciated until they were gone.
Many, while they were living, recognized their brilliance, but all of them had their critics.
Their critics were not kind, and history has proven them to be petty.
They were also unique because they ignored their critics and focused on the very things that made them great.
Michelangelo focused on his art, while Sir Isaac Newton focused on his mathematical calculations; in fact, he invented calculus, and nobody knew it until years later. Elon Musk focuses on engineering, solving some of the most complex problems humanity has ever had to deal with.
If you listen to Elon Musk long enough, you begin to realize that he has a form of Asperger's, a common trait for many of the world’s greatest minds.
This means Elon is highly focused, extremely intelligent, doesn’t lie, and is more interested in solving problems for humanity than worrying about how people feel about him.
It would be one thing if he had just one company, but he is running multiple highly complex companies in the world today, all at the same time.
Just one of these companies would be daunting, but all of them at the same time is otherworldly in nature.
The truth of the matter is that in recorded history, there is really nobody quite like him, and most likely, there never will be for the next thousand years.
It's literally laughable when you hear people, because of their politics, consider him to be stupid or dumb.
Those who make these foolish claims have nothing to show for any accomplishment within their own lives at any level that is comparable.
It's just criticism for the sake of criticism and hate for the sake of hate.
The same unreasonable hate directed towards Elon is exactly the hate directed towards Donald Trump.
Both have been turned into exaggerated cartoon characters by the liberal elites.
These political cartoon characters seem real to millions, but they are not real and never were real; it’s politics, not reality.
Everything that Trump and Elon say or do is always taken out of context and is highly exaggerated by the left, projected to be another one of the left's never-ending claims that the world is coming to an end.
They motivate their following with a never-ending dose of fear, uncertainty, and doubt.
It is the party of death, the end of humanity, the end of democracy, and the end of the planet.
Then, for an extra bit of throttling up the hate meter, they invoke those who do see the world as they do as fascists or modern-day Hitlers—a nifty throwaway comment for good measure.
It’s all part of the left's never-ending bullying and shaming tactics.
As soon as I see those comparisons, whoever it is that writes it, says it, or posts it loses all credibility with me in the blink of an eye.
Use any comparison like that with me, and frankly, I will delete and block them at the very first violation.
It matters little to me the length of time I have known them; I will push back hard and fast on that level of hate from the left or the right.
It is dangerous and promotes a level of hate that turns into domestic terrorism.
Let me explain.
The level of hate by the liberal elites towards Elon Musk is truly unforgivable.
Today, we now have acts of terrorism being implemented towards his employees, factories, dealerships, and even against his consumers.
Some are dealing with shots being fired into buildings where Tesla employees work, Tesla cars being shot up and burned in parking lots, while owners of these vehicles are being yelled at and shamed while their cars are being keyed in parking lots.
Paid protesters show up to shake down employees and customers, screaming at the top of their lungs about things they don’t even know what they are talking about.
But here is the thing about hate: you don’t have to know what you’re talking about.
For those who think they do know what they are talking about, they often post articles that have purposely deleted context and then add commentary to bend the truth into something other than the truth.
But that is again the nature of politics.
Elon has 120,000 employees and millions of stockholders.
Americans have Elon’s stocks within their 401(k)s and other retirement instruments.
It's one thing, I suppose, for him to deal with death threats and hire a small army to protect him, but it is another thing for so-called American-loving people to be gleeful about seeing the stocks go down that impact millions of their fellow Americans.
Daily, I see memes on social media platforms that express great joy at seeing the stock of Tesla going down.
They somehow see it as a victory as they destroy other Americans' financial stability, livelihood, and make everyday Americans fear for their lives.
But this is the problem with the hate of the left; it constantly justifies the worst behavior as somehow being for the greater good.
Everyday Americans who bought a Tesla car now fear driving, wondering in the back of their minds which nut job is going to do something to either their car or to them personally.
Like all businesses that experience ups and downs, he will hire and lay off people to keep the companies stable; it’s an endless cycle, and of course, the left can, I suppose, force the businesses to lay off their fellow Americans.
This is what happens when you make another human being a cartoon character that justifies inflicting as much pain as possible.
Perhaps in a twisted fate of logic, the left thinks that getting rid of waste, abuse, and fraud forces a process to “right-size” the government, and that they have a right to force a profitable business to be “wrong-sized” by committing acts of violence.
The government is not a profit center; it doesn’t earn money; it spends money; it taxes citizens to get its money—taxes that are required for you to pay.
The government is not comparable to the free enterprise system.
Just like a business, when the revenues don’t match the size of the organization, right-sizing must be done to save the bigger entity; in this case, the United States.
Those who don’t understand DOGE don’t understand that we are on the brink of financial failure, so shifts in the size of the workforce must be made for the greater good of all.
You can tell a lot about a person, especially an entrepreneur, by the types of companies they run and own. It tells you what they value, what they are focused on, and what they love.
The interesting thing is Elon really doesn't think about his wealth; it's a byproduct for him of doing things that he loves to do.
Every one of his businesses is human-focused, doing more good and doing no harm to mankind.
Elon’s stock going up and down has little impact on him personally but has a great impact on the everyday American who either works for him, bought one of his products, or owns his stock.
And you're talking about millions of people.
But his life’s work is focused on the very thing that the left supposedly cares about most.
His reward for assisting the government to fix what others broke was for the left to try to break his will by harming the companies that make life better for all of humanity.
So, I would like to take a moment to share with you some of the companies that he owns and what those companies actually do that the left is trying to use their rage to harm.
By doing so, I'm going to take you inside the mind of a brilliant man that, if you are on the left, you may have been convinced to hate for all of the wrong reasons.
SpaceX
First, there is “SpaceX,” the company that will shortly be the highest market cap company in his portfolio of companies.
It's one of the most complex companies in the world, doing things at a level that no other country could do, let alone a private sector company.
He figured out how to outperform all the space agencies of the world, and he did it in a relatively short period of time.
His company not only made the rockets better, faster, and cheaper; he reduced the cost for the American taxpayer by 90% for what it cost NASA to do.
This man just saved two American astronauts stuck in space and brought them home yesterday—something that the Boeing Corporation couldn't even do because their technology failed to return them back home.
The Biden administration, knowing that Elon could save them, didn’t want him to until after the election.
They hated him so much that they left these two Americans, who were supposed to be on the space station for 8 days, in space for nearly 300 days until Trump ordered their return.
The complexity of sending all of the various payloads that he is sending into space is staggering.
And he's working with some of the most sensitive top-secret clearance projects of the United States government.
His security clearance is not the highest because of a podcast with Joe Rogan in 2018 where he talked about his use of recreational marijuana.
It's most likely that those who would approve the highest level of security clearance have smoked weed but just never talked about it; you know, like Bill Clinton, who smoked but didn’t inhale.
It's kind of ridiculous when you think about it—that he is sending up into space the most sensitive payloads in the world, knows all about them, and yet he doesn't have the clearance for knowing what he knows.
He has now sent more rockets into space than any government or space agency, with a 99.85% success rate.
He has created the largest rockets in the world with the most powerful engines ever made.
He is serving various government agencies, plus corporations and other governments throughout the world.
When nobody thought he could even build a rocket, he built them and then landed them or caught them in their landing process.
It’s a stunning achievement, and he and his team have changed all the rules of space flight.
That is genius.
Starlink
Second, one of the technologies Elon shot into space was his “Starlink” satellite systems.
With thousands of these satellites flying over the Earth, they are dealing with communication systems for the world.
This technology will eventually make it possible that there is no place on Earth that can’t receive and send information.
It could be at the South or North Poles or in the middle of the ocean or on top of Mount Everest.
When Ukraine needed communication systems quickly, Elon made it happen on his dime.
When the floods happened in North Carolina and knocked out the communication systems, the same with the fires in LA, he again tried to reduce human suffering and increase communication.
I know this technology well, as I have it at Rancho Conforto.
My communications speed improved by a factor of 125 times, and I was able to set it up in 30 minutes on my own with no installation group needed.
It is so smart that if it senses snow, it melts it.
It was fast, cheap, smart, and so easy I could install it.
It’s like the resurrection of Steve Jobs, who made every product he created intuitive, simple, affordable, and elegant.
That is genius.
Tesla
Third, there is “Tesla.”
If making rockets is unlikely, starting a totally new car and car company in the U.S. is staggering.
After the Big Three, nobody wanted to enter into the market and compete.
But Elon saw not the same car, but a completely different kind of car—a car free of emissions in and of itself.
Yes, you can argue that the electrical power to charge the car is not free of emissions, but it was a step in the right direction to make the planet healthier.
It became massively popular, and Elon, as the chief engineer, once again slept on the factory floor for years, working around the clock to solve some of the most complex manufacturing automation processes.
Today, his factories are the gold standard in manufacturing and automation.
The cars shifted from something above a golf cart into elegance and power beyond anything a gas engine could imagine.
Then he used robotics with the cars to start making them driverless, and to map them correctly,
Starlink was used to communicate with Tesla cars.
The cars are an engineering marvel; the factories have robots everywhere doing all sorts of work that would shock you if you walked into any of them.
AI technology is being used everywhere in Elon’s world to make life better and easier for humans.
He even shot his Tesla Roadster into space with the top down, floating around our solar system.
He may be a genius, but the little boy is alive within him.
Yeah, I know the left wants to make him a monster, but monsters don’t do any of these things to make life on Earth better and life in space a very real possibility.
AI: OpenAI, Grok, ChatGPT
Fourth, then there are Elon’s computing intelligence businesses: “OpenAI,” “Grok,” and “ChatGPT.”
These tools work within some of the largest supercomputer centers in the world, of which Elon owns many.
These tools can go on your PC, iPad, or smartphone.
They can give you an amazing amount of information and can even help you invent, create, and provide input related to business, science, music, art, health, and simply make you smarter, faster, and better.
This global network of tools, like Tesla, is also going through the Starlink systems.
Not only is Elon a genius; he is trying to help a person like me perhaps be smarter than I am because of these tools.
These tools will help Elon create super-smart robots called “Optimus” that will work within our homes, clean our homes, cook our meals, cut our lawns, and weed our gardens.
The hardest thing for engineers to figure out related to robots is the miracle of the human hand.
It is complex, and robots of the past could only do 5 functions of the 28 functions of our hands.
The actuators to move the hand were built into the robots' hands.
But if you look at your hand, much of the movement of your hand is found within your forearm.
Elon sees what others have not, and so they moved the actuators into the forearm, and bam!
Optimus has 27 of the 28 functions of a human hand.
This means Optimus could do surgeries better than a surgeon.
In fact, the one you would have in your home could do that surgery in your home.
Amazing. Genius.
Everything the left wanted, they now reject the man who created it all for humanity. Ironic.
Neuralink
Fifth, Elon created “Neuralink” chips wired to the brain to heal what has heretofore been thought to be impossible.
For the blind, that technology can restore their eyesight; for the deaf, it could restore their hearing.
It could work around parts of the brain impacted by Alzheimer’s.
For those who suffer from low IQ, it could assist them with their ability to reason and solve problems that they could not solve on their own.
For those who are paraplegic, it will be able to route the signals around the break in the spine to enable them to have the full functions of their bodies again.
Yes, this is a good man who is focused on solving human suffering.
He is not thinking inside the box, and he is not thinking outside the box because he was never in the box to think outside the box.
No, he lives and thinks in a world before the box— a world of no boxes.
What a waste of human energy to hate this man, but the hate comes from people who live in a box—a box of perpetual hate and taking offense where none has been given.
People who will never be happy until they stop believing that they are right about everything when the last four years proved they were wrong about everything.
The Boring Company, Hyperloop, Solar City
Sixth, Elon created additional companies like “The Boring Company,” “Hyperloop,” and purchased “Solar City.”
The Boring Company is the largest boring tool in the world to make tunnels, and going into the tunnels is the Hyperloop train that floats on magnets and can travel from LA to NYC in three hours.
It is amazing.
The dirt from the Boring Company has led them to think about what to do with the dirt, and now they are working on a brick that is ten times stronger and ten times cheaper than the bricks we use today to build homes or retail walls.
Everything is about faster, cheaper, and better for the human experience and a better life.
Solar City is working on solar tiles, not panels, so that the roof looks like a normal roof that looks natural, and yes, it has the ability to melt the snow.
The energy then goes to the Tesla Wall, a flat battery attached to the wall to store up the electrical power and be independent of the power grids where the laws allow for that kind of independence.
They are working on solar windows—yep, windows you see out of but can power your house—and solar paint that is on the side of your home.
All of these six categories are tools he needs to land man on Mars to inhabit that planet.
This is not a man who is not only the genius of our time but the visionary for the future of mankind, wherever it might go.
X
And now for the last one, number seven: the purchase of Twitter, which is now “X.”
He took a company losing billions that had always lied about the number of users they had through the use of bots that they used to drive up costs for the advertisers.
The $44 billion they sold the company for was based on users, which were half software bots and half human.
That lie cost Elon $24 billion more than the company was worth.
With several legal maneuvers, they forced the sale to Elon, who had figured out they had defrauded him and all the advertisers before him.
But why buy Twitter?
He saw something that bothered him and always bothered him, which was the shutdown of opinions that were different.
He had dealt with this all of his life.
The world is not made up of truths; it is made up of opinions. Fact-checkers were not checking facts; they were opinion-checkers.
He didn’t like being canceled, and frankly, nobody should be.
Freedom of speech, freedom of opinion, freedom of expression—honestly, nobody has the right to take those away.
Without his speech, opinion, and expression, none of what he has created could have been.
Those who feel like they have the moral superiority to censor and control speech and ideas are dangerous to themselves and the world.
The left went nuts because of the control they wanted to have over thought, speech, and expression.
The more speech that is in the light, the better; the more that is shoved into darkness, never results in anything but human tragedy.
Finally, everything about where the left stands in relation to Elon is found within a sitting Democrat senator from Arizona, Mark Kelly, a former NASA astronaut.
Mark, slowly over time, became more intolerant of anyone who disagreed with him.
Mark’s life depended on SpaceX and Elon’s genius to get to space; those rockets have to perform flawlessly while they have a million points of possible failure.
Elon had just saved two of Mark’s fellow astronauts, and he gets on the news to state how he hates his Tesla and that “@#$hole” Elon Musk that created them, and now he has a new Chevy truck.
How ungrateful can a man be whose life completely depended on Elon’s skills and the skills of his team?
How crazy can one be to dislike his car all of a sudden, along with the tens of thousands of Americans who made that car for that senator?
I don’t like it when the left or the right wages political war on companies that they disagree with.
I didn’t like it when it happened to Bud Light, but frankly, Bud Light is not changing the world.
But nobody on the right burned them down.
Elon Musk is an American; he is a hero, and the “next” Elon Musk will not be seen for a thousand years.
Just stating the obvious once again!😏
Source: https://www.facebook.com/share/p/15cMnnSxwL/
Uncle Investment Notes' FB Post
2025 年第一季特斯拉全體大會 #TSLA
Musk 評論的要點如下：
- 在全球生產了超過 700 萬輛汽車。
- 明年將突破1000萬。
- 有時會遇到困難，有點暴風雨天氣。
- 但未來是光明的。
- 特斯拉仍然是人們最青睞的公司。
- 有很多向上的機會。
- 特斯拉的工傷率隨著時間的推移而下降。
- 人工智慧和機器人在永續發展中處於什麼位置？這是關於所有人的永續富足。
- 我們即將走向一個你可以擁有任何你想要的東西的未來。
- 其中的關鍵是機器人和人工智慧。
- 實現無限制的商品和服務生產。
- 與永續能源結合，還可以維持良好的環境。
- 你還想要什麼樣的未來？另外，太空旅行——我們不要忘記這一點！
- Model Y 連續兩年成為全球最暢銷汽車，今年仍將保持這一地位。
- Cybertruck 瞬間成為最暢銷的電動皮卡。
- Cybertruck 獲得五星安全評級。
- 如果你讀到這則新聞，你會感覺就像世界末日一樣。
- 如果您不喜歡我們的產品，您不需要燒掉它 - 那是精神病。即將完成半拖車工廠的建設 - 將生產數百萬輛特斯拉半掛卡車 - 未來也將具備自動駕駛能力。未來是自主的。
- 五年後，自動駕駛特斯拉汽車將無處不在 - 並受到全球監管。
- 幾乎所有車隊（明年將超過 1000 萬輛）都具備自動駕駛能力。
- 自動駕駛汽車的實用性是一般汽車的 5 倍到 10 倍。
- 透過軟體更新，我們可以在一夜之間將 1000 萬輛汽車變成 5000 萬輛到 1 億輛有用的汽車。
我的意思是，保住你的股票。
- 向特斯拉服務團隊致敬 - 他們長期銷售汽車。
- 超級充電器：非常適合旅行—“汽車電池的使用壽命比你的膀胱還要長。”
- Megapack 和 Powerwall 團隊表現出色。
- Megapack 可使給定電網的總功率輸出增加一倍以上，並且非常適合穩定電網。
- 從長遠來看，地球上 90% 以上的電力將來自太陽能+電池。
- 電池製造 - 我們正在製造世界上最高效的電池 - 每千瓦時成本最低。
- 在Freemont 的生產線上製造了第一台擎天柱。
- Cortex 1 - 用於 AI 訓練。活躍 GPU 超過 50,000 個，很快將達到 100,000 個，位居世界前五名。
- 現在 Dojo 1 已啟動 - 處理 5% 到 10% 的訓練負荷。 Dojo 2 - 將比 Dojo 1 好 10 倍。對 Dojo 持樂觀態度 - “真正有機會取得突破。”
- 讓汽車首次在無人駕駛的情況下做有用的工作 - 從線路終點開出並自動停在弗里蒙特，現在停在奧斯汀。
- 特斯拉的自動駕駛技術將比人類駕駛好 10 倍。
- Optimus 今年將投入生產 - 新的 22 DOF 手現已投入生產。
- “地球上最先進的人形機器人”
- “我們的機器人有真正的大腦”
- “特斯拉是現實世界人工智慧的領導者——我們從汽車上學到的知識被轉移到機器人身上。”
- 特斯拉是唯一一家能夠大規模生產智慧人形機器人的公司。
- “Optimus 將成為迄今為止有史以來最偉大的產品 - 沒有什麼產品能與之媲美 - 我認為它將比有史以來任何其他產品都大 10 倍。”
- Cybercab 的生產線看起來就像一條高速消費性電子產品生產線 - 移動速度如此之快以至於人們無法靠近它 - 汽車在 5 秒內下線。
- 我們需要更大的鑄造機 - 50,000 噸 - “鑄造機可以有多大 - 物理的極限是什麼？ - 讓我們找出答案！”
- 希望今年能生產約 5,000 輛 Optimus（零件數量為 10k 到 12k）。
- 2026 年將有 50,000 個 Optimus。
- 將於 2026 年下半年在特斯拉以外地區上市。
- 優先提供特斯拉員工 Optimus。
- 我們的目標是製造人們喜愛的優質產品/服務，然後為這些產品提供服務。
- 利潤是產出與投入之間的價值差。
- 我們是迄今為止汽車產業最具創新力的公司。
- 股市是一個非常奇怪的市場 - 特斯拉股價上漲和下跌 - 基於人們對未來的看法 - 非常情緒化。
- 一名員工問：機器人會搶走我的工作嗎？伊隆：人們將管理一群機器人。自動駕駛汽車也是如此——人們將管理一支汽車車隊。
- 製造電動垂直起降噴射機的有趣機會 - “也許在某個時候我們會這樣做。”
- 超高鐵 - 真空隧道 - 從市中心到市中心的高速自主吊艙。
- 想法是容易的部分 - 執行才是困難的部分。
- 未來新的使命宣言：“一切都是為了可持續的富足。”
- 總體規劃 3 + 人人富足 = 總體規劃 4
- 在Freemont 生產 Optimus + 在奧斯汀生產更大的生產線。 「我們將賺到數千萬美元每年有成千上萬個機器人，數量非常大，大概每年有一億個機器人。
—
有一件事是肯定的 ----未來將會非常有趣。
Source: https://www.facebook.com/share/p/1F8ueHjEP8/
