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@elonmusk
2026-06-16 22:43:48
Video
2026-06-16 22:30:06
It is humbling to consider that if we harness just 1 millionth of the Sun’s power for AI, that will be much more than a million times the intelligence of all of humanity
2026-06-16 22:13:57
Made with Grok Imagine
2026-06-16 21:56:58
RT by @elonmusk: Another fun/insane anecdote from the peak-woke era was when an employee of ours tried to get our terms of service amended such that any organization disliked by the SPLC would be banned from using our software. What a racket. All of it.
2026-06-16 21:55:19
Wow, this is crazy!
2026-06-16 21:50:45
RT by @elonmusk: Stockfish is the world's strongest chess engine (Elo ~3650). It dominates grandmasters like they're beginners.
"Stockfish-level coding" means AI that programs at that same superhuman tier: writing, debugging, optimizing, and architecting complex code with elite speed, correctness, and scale — far beyond even the best human devs. Tireless genius coder mode.
2026-06-16 21:47:50
RT by @elonmusk: NEWS: Two years ago, an internal document from the Center for Countering Digital Hate listed "K*ll Musk's Twitter" and "Trigger EU & UK regulatory action" as annual priorities.
CCDH was co-founded by Morgan McSweeney, who later became UK Prime Minister Keir Starmer's Chief of Staff.
This week, Starmer threatened to remove X's right to self regulate.
UK regulator Ofcom opened a formal investigation into X over Grok.
Ofcom can fine X up to 10% of its worldwide revenue or block X in the UK entirely.
Starmer also announced this week a UK ban on under 16s using social media including X by spring 2027.
The 2024 documents were published by journalists Paul Thacker and Matt Taibbi.
2026-06-16 21:47:10
AI will achieve Stockfish-level coding and generalized computer use
2026-06-16 21:29:01
RT by @elonmusk: We're excited to join forces with @SpaceX to advance the frontier of useful AI. Expect significant improvements to Cursor soon.
2026-06-16 21:22:40
RT by @elonmusk: Lots to do together. Excited to be joining forces with @SpaceX to build useful AI.
2026-06-16 21:19:46
RT by @elonmusk: The Rape Gang Inquiry Report.
2026-06-16 20:21:14
RT by @elonmusk: SPLC = hateful , fraudulent enterprise
2026-06-16 16:18:45
RT by @elonmusk: Mission: Expanding the Scope and Scale of Consciousness.
From my 📸 of the billboard on Times Square
“This is, depending on how you read it, either the most ridiculous thing a serious company has ever put on its mission page or the most honest. We think it’s the latter.” —@a16z
2026-06-16 14:09:40
2026-06-16 13:52:50
2026-06-16 11:49:53
RT by @elonmusk: BREAKING: Starlink is delivering faster download speeds than other terrestrial ISPs in 22 out of 23 markets in Africa, per Ookla.
• Upload speeds doubled in Central & East Africa and nearly tripled in Southern Africa.
• Now serving ~500,000 users across rapidly expanding markets.
• Latency reduced by over 80% in Southern & Eastern Africa since 2024.
• 5 to 6 times faster than local providers in Botswana and Guinea Bissau
Starlink is helping connect schools, businesses, homes and remote communities that were ignored for decades. It is becoming Africa’s internet lifeline.
Meanwhile, South Africa continues to block it because of its racist BEE laws, denying its own citizens access to fast reliable internet.
2026-06-16 07:23:16
They always use defensible excuses for the indefensible
2026-06-16 07:15:32
RT by @elonmusk: if you tried the Grok Build beta at launch a month ago but found the experience too early, check out the changelog: https://x.ai/build/changelog
we’ve shipped 177 improvements since launch. if the issues you encountered still aren’t fixed, let us know. we’d love to keep improving
2026-06-16 05:49:56
RT by @elonmusk: In the ancient world, the way many people gained great wealth was by forming gangs of strong men, beating up their neighbors, and taking their stuff.
People still speak with admiration of men like Alexander the Great and Julius Caesar, but they were little better than gangsters who enriched themselves through armed robbery.
This was a negative sum game, and assured that people remained poor and unhappy for thousands of years.
Eventually, however, we figured out that respecting each other’s rights, building things, and trading meant that we could play positive sum games instead. We could increase the amount of wealth, and all would benefit. As a result, we moved from living in unheated shacks to living in what our ancestors would’ve thought of as paradise in only a few hundred years.
However, there are still people out there who think that beating someone up and taking their stuff is a really great idea.
It is the great task of our civilization to shun such people, as they are not fit to be part of society.
2026-06-16 05:44:14
RT by @elonmusk: Aged like wine 🍷
2026-06-16 04:53:09
RT by @elonmusk: Not sure who needs to hear this but your Tesla can parallel park for you
2026-06-16 04:24:00
RT by @elonmusk: JUST IN: Tesla Robotaxi has recorded zero at-fault incidents since February, according to newly released NHTSA data.
2026-06-16 04:19:49
RT by @elonmusk: The welfare state has been more destructive to the black family than slavery just by restructuring the incentives.
In 1960, nearly a century after emancipation, only about 22% of black children grew up in single-parent households.
By 1990, after the Great Society welfare expansions, that number had more than tripled.
Thomas Sowell has long shown this wasn’t the lingering shadow of slavery or some vague “legacy.” The destruction of the black family was the direct result of welfare policies that subsidized single motherhood and penalized marriage.
The incentives changed, and family structure collapsed accordingly.
2026-06-16 04:03:12
Indeed 😂
2026-06-16 03:58:54
Exactly
2026-06-16 03:07:25
RT by @elonmusk: My 17-year-old daughter: “I’m confused. We’ve always been taught not to share personal information or anything that identifies us online because it isn’t safe. Now they want us to do exactly that to access social media.”
2026-06-16 02:57:52
Sign up for SpaceX investor relations updates!
2026-06-16 02:34:47
RT by @elonmusk: After 30 days docked to the @Space_Station, the Dragon spacecraft supporting SpaceX’s 34th Commercial Resupply Services mission for @NASA will undock from the orbiting lab on Tuesday, June 16 → http://spacex.com/launches/crs34
2026-06-16 02:12:37
RT by @elonmusk: Das ZDF hat reagiert, in der Beschreibung der Sendung steht nun, die Formulierung zu Beginn (Musk habe zur Jagd auf Migranten aufgerufen) sei "unpräzise und deshalb missverständlich". Immer diese Missverständnisse, kennt man ja noch von Charlie Kirk
2026-06-16 01:00:46
RT @Indian_Bronson: Btw even China and Iran don’t do this.
Only North Korea does this.
2026-06-16 01:00:26
This is nuts
2026-06-16 00:48:47
Rockets and spaceships taking us to stars is an inspiring future
2026-06-16 00:46:21
The scale of what is to come has no precedent
2026-06-16 00:39:34
RT by @elonmusk: Lmao. And there’s the plan. Right there. Laid bare in your face. Create the problem (stranger danger), sell the solution (more authoritative surveillance state), repeat forever. Everyone owes conspiracy theorists an apology who have been screaming about this for years.
2026-06-16 00:31:04
RT by @elonmusk: Use your SuperGrok or X @premium subscription inside Warp
2026-06-16 00:25:57
RT by @elonmusk: TESLA 🤝 AMERICAN-MADE
Tesla vehicles are the most American-made by parts produced and sourced in the USA. 🇺🇸
2026-06-16 00:09:34
RT by @elonmusk: BREAKING: Starlink has now partnered with 41 airlines worldwide, covering more than 7,000 aircraft under installation or contract.
2026-06-16 00:07:36
RT by @elonmusk: This is the best general article that I’ve read on the topic of SpaceX.
2026-06-16 00:07:23
But for some reason, ID is banned for voting in California, New York and many other states
2026-06-16 00:05:32
This censorship law is a wolf in sheep’s clothing. The real goal is to enable the UK government to track everyone.
@aleabitoreddit
2026-06-16 21:00:15
Just some random thoughts, I do think AI is the most disruptive technology in human history.
To the level of agricultural or industrial revolution.
Since Anthropic, OpenAi, XAI, and others are racing to build superintelligence.
The amount of economic impact can't be measured if AI helps find cures for cancer or accelerates discovery for Quantum Computing.
Or if AI end up displacing the workforce, which increases profitability for companies.
The US Gov has every incentive to keep the buildout going too, as the implications from Warfare, Cybersecurity, is also immeasurable if China takes the lead.
So there's likely to be incentives and subsidies to win, even if there's not enough profit derived LLM training/inference.
As for sustainability, when you look upstream, $GOOGL is able to fund it majorly with their own cashflow, same with $AMZN, $MSFT.
More lukewarm on $META. Very iffy about $ORCL.
But I do see some bubbles forming around debt interest like $CRWV.
Maybe circular valuations that's happening with OpenAI backlog agreements or $NVDA / $AMD agreements with Neoclouds to buy their GPUs.
But as seen with $MSFT and having OpenAI be a major part of the backlog, it did correct off the information, so "bubbles" like that do pop despite the overall markets increasing.
Definitely don't see a bubble in upstream semiconductors from $LITE to Sk Hynix though since the amount of profit they get from the buildout would likely be insane to make up for capex decreasing.
OpenAI was actually my biggest fear from contagion, eg. $CRWV, $CBRS and others, but they just raised a lot.
So think it will be fine for another 1 1/2 years of capex, especially if they IPO this year.
I also don't think we'll get massive Fed tightening despite "predictions" since this will trigger a contagion since many of these players rely heavily on debt.
And although the Fed is independent, don't think Trump would have supported someone who is against his administration goals.
As for semiconductor valuations going up every day like $AMD or $MU, there's probably going to be some corrections here and there. Everything going up together is kinda unhealthy.
Can't time the capex peak but just from $AVGO and other projections, it just keeps accelerating exponentially into 2028.
Especially as everyone is starting to sign multi year agreements as well.
OpenAI contagion / hyperscaler capex decreasing / fed tightening was what I'm looking out for, and no blaring signs of any of those yet.
So I think the music will keep playing for this year at the bare minimum.
2026-06-16 19:01:48
Woah, $SPCX acquired Cursor for $60B.
I did not think it was worth that much…
Maybe network effect or data for improving models became invaluable?
I’m sure Elon has a plan in mind, the Twitter acquisition paid extreme dividends.
2026-06-16 18:00:19
Yeah... I'm not quite sure why everyone likes just throwing personal accusations.
Like "scam" or "memestock" every time I post a thesis.
Like when I bought $AXTI (still holding shares btw):
- spent the time mapping the InP substrate supply chain
- found analyst sources around market share
- tracked high purity indium pricing on SMM
- modeled game theory around bottleneck hikes/supply shocks.
- tracked Gov publications like seizure of optical companies or export controls
Then just posted the idea for free, cause it's a hobby.
Everyone just threw out personal insults as it went up in price...
Just for Reuters to confirm it 7M later that InP substrates can halt the AI buildout.
I'm just sharing ideas out for free, could always be wrong, and they usually take some time to play out.
But would prefer instead if folks/media played devil's advocate on the thesis side like export controls or ASP pricing power...
Over just making up narratives or personal accusations like "memestock" or "foreign institutional team" when they lack the technical depth to understand AI supply chains.
2026-06-16 15:54:44
I did say $MU looked like the next $NVDA. Now we're at a $1.23T MC.
Started talking more about Samsung Electronics/Sk Hynix back in 2025.
Put more concentration into the memory theme like $SNDK and others, Jan of this year.
And I'm glad my prediction with Micron + memory is playing out well!
Hope people had fun with $EWY longs too, those are up a lot.
2026-06-16 15:28:51
Fun throwback to random ideas back in 2025.
Back then, $AAOI was $2B MC, $LITE was a $26B MC, $AXTI was $500M
Now:
- AAOI is $15.37B
- Lumentum is $74.47B
- AXT is $7.24B
Was working off less information back then, given it was an early theme.
Obviously nuances with ASIC programs might have been missed as more details came out.
But directionally, glad thematically my ideas turned out correct.
Feels like dejavu seeing current $3B MC optical longs like $SIVE.
2026-06-16 10:20:57
New reports that $AMD is scrambling for CW laser supply.
And is negotiating large-scale purchase orders for CW Lasers to ensure its production capacity is not constrained by $NVDA (Trendforce)
Obvious CW laser beneficiaries:
- $SIVE (AMD went to GFS for CPO, Sivers reference laser level)
- $AAOI (Rosenblatt analyst checks)
Lumentum/Coherent are kinda booked out way into 2028 as well.
Lumentum is especially constrained for CW capacity already from existing EML contracts (so they probably are buying from Sumitomo/Furukawa and co).
Maybe Macom and Japanese giants still have spare capacity. (disclosure, own aaoi/sivers).
I predicted this last year and said hyperscalers should go more upstream to secure capacity... at laser levels, epiwafer levels, or even inp substrate levels.
To not get bottlenecked by Nvidia.
2026-06-16 09:52:02
I'm actually curious about the wealth distribution on finance X (this is anonymous).
I don't think there's been any studies before.
2026-06-16 08:19:25
Apparently, $SPCX is a $2.5T company now.
I did say Americans would buy anything futuristic without caring about valuations...
I guess everything in Murica go brrr.
2026-06-16 00:11:18
tbh I wasted like 5 minutes thinking if this question was stupid or genius.
@xiaomustock
2026-06-16 18:38:55
我当时2月的这个AI时代的存储唯一正解， 被特朗普发动的战争， 打的3月份裤衩子快没了， 但是坚持到现在都翻倍很多了。 人大部分的恐惧来源于自己的想象， 时间会抚平一切，也会证明一切。
2026-06-16 18:35:38
存储是AI革命的终极正解。 其他股票对比起来，真是一坨垃圾。 天壤之别。 大仓位一定要拿着存储，捏住🤏AI的俩个蛋蛋。
2026-06-16 15:25:01
spcx这波太爽了，马斯克简直是银河系的耶稣转世，人类文明的救世主，能放螺旋屁屁的天才。
生成时间：2026-08-04T07:45:00.098Z