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@elonmusk
2026-07-30 23:21:21
Given that AI from 2 years ago feels so old that it should be in a museum, then obviously AI 2 years from now will be mind-blowing
2026-07-30 23:16:11
Big difference
2026-07-30 22:35:42
RT by @elonmusk: I have a new job. I will now lead Global Brand Strategy for McDonald's. For those who do not know me, I use @X to share news and behind the scenes about the brand, but more importantly to get live feedback and hear from fans directly. The good, the bad, the not good enough yet. I mostly heard from US fans in the past - thank you. Of course, I want this to continue, but now I also want to get insights and feedback from McDonald's fans all around the world, whether you're in Japan, China or really anywhere! Please feel free to comment and say hi! I speak French, English and Spanish, but you can reply to me in any language if easier for you and I will use the translation tool from Grok. If you think the feedback won't make a difference, I can tell you the return of the Snack Wrap, Szechuan sauce, Hi-C or the come back of the Changeables Happy Meal in the US all happened because of what we've heard here. I will also share more campaigns from countries around the world in the near future. If you have never come across my profile before, I started my career at McDonald's in France as an intern and joined the US market as a Social Media Manager in February 2020. First mission was to reset our social media strategy and make us a modern brand. I then took over all US campaigns starting in 2024 with cool moments like the return of the Snack Wrap, Kai Cenat Chicken Big Mac, Minecraft, KPOP Demon Hunters and other fun things. Thank you to everyone here who's ever interacted with me. Grateful for the feedback and advices we get here everyday. I aspire to be a decent marketer and a CMO one day, and every time I get to read one of your comments, I feel like it is getting me closer to that goal.
2026-07-30 22:34:29
RT by @elonmusk: It is baffling how treasonous Western politicians are. Castrated, weak, lobotomized ideologues.
2026-07-30 22:28:20
RT by @elonmusk: The Trump Administration today announced a series of actions to "cut red tape and accelerate American automated vehicle innovation." Secretary Sean Duffy has directed NHTSA to implement the following AV policy changes: 1) Accelerate development of first-ever AV performance standards through a partnership with SAE Industry Technologies Consortia (ITC): This partnership will fund a three-year, $5 million “A2SCEND” consortium, bringing together experts to gather data and accelerate creation of the first-ever AV performance standards. This project will inform a single national standard for AV safety to eliminate the patchwork regulatory landscape that has stifled innovation for years. 2) Allow Zoox to commercially deploy its robotaxis through a temporary exemption: This temporary exemption will allow the commercial deployment of up to 2,500 vehicles annually for two years, subject to an enhanced, adaptable oversight structure that can evolve as Zoox’s technology advances. 3) Publish an interim final rule that allows vehicles manufactured prior to an exemption to be eligible for a commercial deployment exemption: This rule will modernize the application process and improve access to exemptions for innovators, including AV developers, by granting the NHTSA Administrator the discretion to apply temporary exemptions to vehicles manufactured prior to the effective date of an exemption grant. 4) Establish a new Federal Docket for public feedback on NHTSA’s updated safe AV development and deployment guidance: NHTSA is updating its technical guidance for AVs for the first time since 2017—focusing on key safety areas like emergency responder interactions, safety management systems, remote assistance, and post-crash behavior to help the industry scale up driverless deployments safely. 5) Streamline the application process for Part 555 exemptions by updating guidance and soliciting feedback from the public: By updating the Part 555 exemption process—which allows automakers to temporarily sell a limited number of non-compliant vehicles, primarily to test new technologies—NHTSA is aiming to create a more flexible oversight structure for exemptions and summarize recent AV framework activities, including expanded exemption pathways, streamlined crash reporting, and ongoing efforts to modernize Federal Motor Vehicle Safety Standards (FMVSS).
2026-07-30 21:49:44
RT by @elonmusk: BREAKING: Moroccan media reports that over 30,000 Moroccans are currently invading Ceuta On the eve of Throne Day, Moroccan King Mohammed VI pardoned 1,788 prisoners. In May, he pardoned 1,376 prisoners, including terrorists. They are now entering Spain with no controls 🇪🇸🇲🇦
2026-07-30 20:04:10
RT by @elonmusk: Huge congratulations. Bringing happiness and safety to 10 million families. 🎉🎉
2026-07-30 18:14:06
RT by @elonmusk: Falcon 9 launches NROL-95 to orbit from pad 40 in Florida
2026-07-30 17:36:02
RT by @elonmusk: 🇪🇸 Residents in Barcelona are installing barbed wire along their balconies to protect their homes from burglaries and squatters.
2026-07-30 15:20:08
RT by @elonmusk: Falcon 9’s first stage lands on LZ-2
2026-07-30 14:59:15
RT by @elonmusk: Watch Falcon 9 launch the @NRO_gov and @USSF_SSC’s NROL-95 mission from pad 40 in Florida https://x.com/i/broadcasts/1DxLddLoqayxm
2026-07-30 14:41:03
RT by @elonmusk: NVIDIA CEO, Jensen Huang: I want to be involved in nearly everything Elon Musk does. "For xAI, we're an investor already. The only regret I have is I didn't give him more money. Almost everything that @elonmusk is part of you really want to be part of as well, and and he gave us the opportunity to invest, I'm just delighted by that."
2026-07-30 14:29:27
RT by @elonmusk: Congrats to all Tesla teams. Proud to be part of this amazing journey. And we’re just getting started.
2026-07-30 14:17:39
Pinned: Congratulations to the Tesla Team! 10 million vehicles manufactured is an incredible amount of work.
2026-07-30 13:59:08
And Grok 4.6 comes out in a week
2026-07-30 13:50:34
Grok Build update
2026-07-30 13:15:00
RT by @elonmusk: • Hostile Media Outlet Gets DESTROYED By Own Audience After Posting Elon Musk Interview Online THIS IS GLORIOUS 😂😂😂😂😂😂😂😂
2026-07-30 12:05:46
And Grok 4.6 is a significant improvement
2026-07-30 11:45:38
True
2026-07-30 11:36:40
No kidding …
2026-07-30 11:35:41
RT by @elonmusk: The @Tesla Diner averages 1,600 charging sessions per day. Yes, PER DAY. I just showed up tonight on a random Wednesday evening, and literally every one of the 80 charging stalls was occupied. This place is not “dead” as some claim.
2026-07-30 11:14:13
The invasion continues …
2026-07-30 10:35:16
Grok Imagine
2026-07-30 10:34:38
It will happen
2026-07-30 10:33:35
True
2026-07-30 09:58:10
Starlink Internet works even in the middle of nowhere
2026-07-30 08:05:55
Good analysis
2026-07-30 07:24:28
RT by @elonmusk: "Amnesty has moved so far away from their original mission... They are now acting like the types of authoritarian regimes that they have always sought to expose.” -- @iseult, granddaughter of Amnesty founder. https://www.thetimes.com/uk/scotland/article/amnesty-trans-jk-rowling-trans-anti-rights-2cmn6mhb0
2026-07-30 04:28:12
RT by @elonmusk: FRAUD IS THE NEW DOPE PART 1: NYC Clerks Caught Undercover Processing EBT Cards For Drug & Alcohol Purchases As “EBT Cash” & “EBT Food” “The [EBT] Cash Can Use it. 100%.” "I did EBT Food." “You're gonna be chilling with the aliens [Getting So High].”
2026-07-30 04:19:41
RT by @elonmusk: Any old men or women or children ? No. Only young men of fighting age How odd !
2026-07-30 04:13:09
RT by @elonmusk: Allison Pearson receives payout and apology from Essex policing chief Hurrah @AllisonPearson !! Roger Hirst says he is ‘very sorry’ for accusations made after officers visited Telegraph columnist over post on X Well done Allison for being brave and consistent Everyone needs to have courage. We are stronger when we insist on our freedom together
2026-07-30 04:12:25
Grok Voice is now #1 in agentic performance
2026-07-30 03:18:27
RT by @elonmusk: Grok Build now has a way to enable/disable MCP grok mcp enable <name> grok mcp disable <name>
2026-07-30 03:17:15
RT by @elonmusk: SpaceXAI has built the best voice model I’ve ever used Once you experience how precisely Grok Voice recognizes speech and understands what you mean, it’s hard to go back The best part of Think Fast 2.0 is that it reasons in parallel and begins taking action while it is still talking to you...without adding any latency
2026-07-30 03:14:06
Try the new Grok Voice
2026-07-30 02:28:33
RT by @elonmusk: 🚨The Police have confirmed they will take NO action against Zack Polanski for sharing a photo of a man wearing a T-shirt calling for the beheading of Nigel Farage. PROOF of two tier policing in Britain. Just imagine if it had been the other way round.
2026-07-30 02:24:49
RT by @elonmusk: BREAKING: SpaceXAI's newly released Grok Voice Think Fast 2.0 beats voice models from OpenAI, Google, Alibaba, and DeepSlate in the Artificial Analysis Speech-to-Speech benchmark.
2026-07-30 00:25:22
RT by @elonmusk: O'ahu homeowners generate and store clean energy to power their homes and EVs No fossil fuels, no grid dependence
@xiaomustock
2026-07-30 21:30:28
能拉盘了吧，跌了一个多月。 【2026-07-30 21:28:59】 白宫国家经济委员会主任哈塞特：我并不认为市场由于AI方面的进展处于泡沫状态。 (金十数据APP)
@dianzhuXS
2026-07-30 20:28:47
x.com/i/spaces/1qxvvvQXLQwxB
2026-07-30 07:49:24
下載網抄看書自學為什麼學不會？ 因為祖師爺著書的時候，大多就是「筆記」。所謂筆記，就是記錄自己認為該記的。 怹該記的不一定是你該記的。 舉個例子，一個建築師他記錄了怎麼評價一扇門的貴賤，材料，工藝，安全，美觀，價格⋯⋯那是因為他覺得門上有鎖這概念，人人都知道不用記。同理，進門要用鑰匙開鎖，也不用特意說⋯⋯ 而現在網抄大明白們研究的，都是在說門的事。根本不重視鎖怎麼開，不開鎖是永遠入不了門的。 網抄學不會，看書最多就是學成個「評論家」。玄學數理，真想開門進到屋子裡，得找鑰匙，鑰匙是銅，是鐵，看個人的造化，但一個門檻必須跨過去，就是得有開鎖的能力才叫「門裡人」。 今晚Substack同步直播 https://twitter.com/i/spaces/1nxeLLpVYBRJX
2026-07-30 07:16:23
中國所有的「福利」，都是建立在對大多數牛馬的壓榨上。需要強調的是「所有」二字，被套上「福利」外衣的玩意無一例外。最可笑的是，也只有牛馬才把那些玩意叫「福利」😮💨😮💨😮💨
@aleabitoreddit
2026-07-30 16:10:00
There's a lot of stupid commentary around Leopold raising funds. After names like $BE, $SNDK, $SHAZ, and others all had very sharp drawdowns in July. Just remember... here's a man in finance that's 1. 6'5 2. Blue Eyes 3. Hedge Fund Probably better looking than you, and was up 439% through June YTD. Regarding the drawdown, Aschenbrenner acknowledged that the fund had "not been immune" to the market turmoil, particularly in Asia. FT separately reported that leverage amplified both its extraordinary gains and recent losses. He described the sell-off as potentially the best buying opportunity since early 2025 I'd agree with him and hope he succeeds with the raise. Since a lot of the current selloff looks like it overshot its mark through forced deleveraging.
2026-07-30 14:52:06
Just some interesting takeaways from $FORM earnings call on CPO: Since they attributed systems revenue nearly doubled due to: "accelerating growth in co-packaged optics or CPO". Q1 2026: "we now expect 2026 CPO revenues to come in at the high end of the $10 million to $20 million range" Q2 2026 (now): "expect to exceed that range by the end of the third quarter, and to significantly exceed the $20 million level for the year overall." Management stated "We’re seeing some significant acceleration in this [CPO] business". Q: CPO adoption outlook. Are we perhaps expecting the timeline to accelerate a little bit? A: "What I would say is there’s acceleration here in the very short term." But management stated there's not a significant pull-in on timelines. Citing production infrastructure (not just R&D) for: - The growing volumes of CPO chips planned for later this year + test insertion for scale-up and scale-out switches. - Seems like that CPO piece flows through $TSM COUPE [ likely maps to $NVDA CPO products] - "The CPO piece does flow through that 10% customer" So now, test is ramping given management cited growing volumes of CPO chips. "The rapid recent growth of our CPO business is an exciting development, which we believe represents the very early stages of widespread adoption of silicon photonics in the broader semiconductor industry" TLDR: Fundamentally, CPO as a theme is very early, and should start to go brrr soon since it's starting to show up in earnings now (equipment/test players usually appear up first before optical engines / laser volumes ramp). Personally once all the deleveraging stops, I think markets will start to care more.
2026-07-30 07:13:55
Just some takeaways from $META | $MSFT earnings calls: Microsoft: - Expected to be FCF positive in 2027, despite the increase in capex (extremely positive for AI buildout that it's funded by operating income) - "Free cash flow was $19.6 billion, reflecting higher capital expenditures" - Quartely capex was $41B, roughly 2/3rds were "short lived assets, primarily CPUs and GPUs" - Expects capex spend will be over $50 billion for next quarter - Capex Guidance at ~$175 billion and 2027 capex roughly the same. Spending plans unchanged and in line. - "Extending the estimated useful life of our data centers from 15 to 25 years" - "We will be among the first cloud providers to deploy next generation rack-scale AI infrastructure based on $AMD Helios and $NVDA Vera Rubin" - "Customer demand continues to exceed available capacity" Meta: - Capex $130-$145 billion (narrowed range), from $125B-$145B. - Meta is receiving offers at a "significant premium" to what they paid for it (compute scarcity, positive for neoclouds like $IREN / $NBIS ) - Expects significant portion of compute (like the 1 GW DC in El Paso) to develop internal models. - Meta has multiple ROI-positive uses for additional compute across its core business (internally, not Meta Compute) - "Finally, we believe that overall industry capacity is going to remain tight for the foreseeable future" - "The industry has under-built historically for the wave of AI adoption, making existing capacity, including our own, extremely valuable" - Susan Li TLDR: - $MSFT and $GOOGL largely sustaining AI capex buildout while remaining FCF positive or through operating incomes. - $META flags available compute materially below demand at least through 2027. And $MSFT also flags compute demand far exceeds supply. - All three hyperscaler capex largely in line with Google hiking capex figures. AI selloff seems extremely overblown now, hyperscalers continuing capex in line (with Microsoft being FCF positive) or even hiked with $GOOGL. Compute scarcity is visible throughout every single hyperscaler ER.
2026-07-30 05:27:33
$AXTI enters long term agreement with $LITE for InP substrates. Lumentum has agreed to pay a deposit of $43.5M as a reservation for capacity.
2026-07-30 04:03:30
To show solidarity with the $IREN holders: I now own 1 share of IREN.
2026-07-30 02:10:55
Federal Reserve leaves rates unchanged at unchanged at 3.50% - 3.75%. So far so good, since markets would have sold off on an immediate rate hike (seem to have largely frontran hike expectations off already). Think everyone is waiting for the Fed Chair commentary now.
2026-07-30 01:07:41
US Gov to take 1% stake in $GFS, and award them $300m for the US CHIPS ACT. This is actually a strong read through on $SIVE / $LITE, given this CHIPS ACT is specifically aimed at advancing CPO + Silicon Photonics. (For reference, Sivers and Lumentum were the only two public laser suppliers named in GFS presentation slides. Sivers laser arrays was named recently as a reference design in Globalfoundries SCALE for CPO). Per US Gov announcement: "GlobalFoundries will receive up to $300 million to accelerate domestic CPO R&D by two to three years" (NIST) Never thought we'd see the US Gov / $INTC foundry playbook for CPO in specific...
生成时间：2026-08-04T08:16:02.307Z