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📅 20260816 推文存档 ​

📊 共 33 条推文


@elonmusk ​

2026-08-16 21:50:52 ​

RT by @elonmusk: Tesla Model Y was China’s #1 best-selling midsize SUV last month. 🇨🇳 • 25,158 retail sales • #3 best-selling vehicle overall • 197,671 sold from January through July Tesla China also recorded 93,579 wholesale sales, up 37.8% YoY.

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📖 原文 | 🔗 #0816-215052


2026-08-16 21:00:02 ​

RT by @elonmusk: Landing an orbital-class rocket was once considered almost impossible. SpaceX has now done it 650 times First landing: December 21, 2015 650th landing: August 15, 2026

📖 原文 | 🔗 #0816-210002


2026-08-16 11:27:22 ​

RT by @elonmusk: Ok Grok 4.6 is getting scary good. Games. 3D worlds. Game trailers. Even real-world 3D prints. 10 wild examples:

📖 原文 | 🔗 #0816-112722


2026-08-16 10:13:19 ​

RT by @elonmusk: Deployment of @Globalstar 2-R satellites has started

📖 原文 | 🔗 #0816-101319


2026-08-16 10:03:37 ​

RT by @elonmusk: Falcon 9’s first stage lands on the Of Course I Still Love You droneship

📖 原文 | 🔗 #0816-100337


2026-08-16 10:00:01 ​

RT by @elonmusk: This PERFECTLY explains why ‘The Left’ is obsessed with being morally superior “Did you ever ask yourself why it's always the weakest, least competent, and average IQ people who base their entire identity on morality and tolerance?” Here’s the psychology behind it: “Every human being carries the same deep drive to matter, to be respected, to reach something external, whether that's money, status, an attractive partner, or genuine skill at something. In the real world, all of these get measured through competence, strength, and intelligence, and that's exactly the problem for people who fall short on those measurements. They still feel the drive, but they can't reach the goal, at least not to the degree others can, and unconsciously they experience the inferiority that comes with actual objective inferiority. To avoid feeling useless and insignificant, they move the target. Instead of competence, the goal becomes being a good person, a goal defined entirely by them that requires no measurable skill, no competition, and no real work to declare victory in. This gets them the exact same feeling of accomplishment without ever having to develop any of the competence that would normally be required to earn it. That's the path the weak and the incapable take because it's the only game left where they can still call themselves winners.” You could spend 1000 years trying to come up with a better explanation for liberals and their mindset and you wouldn’t be able to, because this is it If you fail at everything else, you simply make your entire life about being “morally superior”

📖 原文 | 🔗 #0816-100001


2026-08-16 08:15:51 ​

Tesla cars sold in America are the most made in America of any cars

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📖 原文 | 🔗 #0816-081551


2026-08-16 08:12:16 ​

Grok 4.6

📖 原文 | 🔗 #0816-081216


2026-08-16 07:47:31 ​

I hope AI is nice to us

📖 原文 | 🔗 #0816-074731


2026-08-16 07:46:13 ​

Interesting exchange

📖 原文 | 🔗 #0816-074613


2026-08-16 07:24:28 ​

RT by @elonmusk: After @elonmusk bought Twitter, a bunch of advertisers engaged in an illegal group boycott of @X. The advertisers coordinated to pull billions in ad spend and reveled in the harm they caused.  We sued and this week received a flood of support for our appeal---for which we are incredibly grateful. 1/

📖 原文 | 🔗 #0816-072428


2026-08-16 06:15:53 ​

RT by @elonmusk: Grok 4.6 is my daily driver now. This is why: When I’m using interactive agents in a CLI/terminal (or even Slack), what matters most to me is speed & token throughput. Intelligence and differences in performance on benchmarks is negligible to me when speed is sacrificed. If I am there to steer & guide the agent, or make some quick fixes, then I don’t want to wait 5+ min per turn. Opus 5 (fast) is a good solution to this, but it is WAY too expensive. Grok 4.6 is perfect though, incredibly fast, almost as smart as Fable, and relatively much cheaper than anything else right now. On the flip side, for cloud agents working in Factories & background tasks triggered on crons, I don’t mind using intelligent, slow models like Fable / Sol. I’d even opt for a model router for cloud tasks that biases to heavy, smart models. I guess the meta point I’m making here is that model choice is largely a function of whether there’s a human waiting in the loop.

📖 原文 | 🔗 #0816-061553


2026-08-16 05:59:37 ​

Video

📖 原文 | 🔗 #0816-055937


2026-08-16 05:37:17 ​

RT by @elonmusk: Grok 4.6 ranks #1 on RuntimeWire’s Newsroom Reliability v0.2 benchmark with a score of 0.79, beating GPT-5.6 Sol, Claude Opus 4.8, Gemini and DeepSeek.

📖 原文 | 🔗 #0816-053717


2026-08-16 05:33:15 ​

RT by @elonmusk: Okay I am convinced that I don’t think I need my OpenClaw or Hermes anymore bc of Grok Bot. 😬 It has a “can-do” attitude that other LLMs protect themselves from doing plus a thoughtfully designed hosted desktop and mobile experience that is incredible.

📖 原文 | 🔗 #0816-053315


2026-08-16 05:14:31 ​

Grok has improved massively

📖 原文 | 🔗 #0816-051431


2026-08-16 05:12:54 ​

RT by @elonmusk: Worth trying Grok 4.6. Fable 5 is smarter overall, but Grok is much faster and lower cost. Grok 4.7 has a good chance of exceeding all current models in intelligence.

📖 原文 | 🔗 #0816-051254


2026-08-16 03:27:21 ​

RT by @elonmusk: For those impacted by the earthquake in Indonesia, Starlink is providing free service through September 16 to new and existing customers. We are coordinating with emergency response agencies to provide service and hardware to their teams in the hardest-hit areas, and activating donated Starlinks from previous responses to help restore connectivity → https://starlink.com/support/article/9d5bf280-0d00-15cb-5704-4bca2e9bad84

📖 原文 | 🔗 #0816-032721


2026-08-16 01:51:43 ​

RT by @elonmusk: Elon Musk stood in a Hollywood living room in 2008, 12 days from bankruptcy, and pitched a $109,000 car to people who thought he was joking. His own Roadster is parked outside production unit 1 and he mentions it the way other men mention a bicycle. He explains the money first. Congress approved $25 billion to build energy-efficient vehicles, then the Big Three flew to Washington and asked for it to cover payroll on gas guzzlers instead. Congress said yes. “That gets them to about February,” he says. Tesla applied to the same fund for the thing the fund was actually written for: a cheaper car. Then comes the part nobody in the room registers. Tesla pays no dividends and never will, because every penny from every $109,000 Roadster goes into the next car down the price ladder. His salary is minimum wage. He doesn’t mention that the company has days of cash left, or that an emergency round has to close by Christmas Eve or it’s over. He talks about cell phones instead how the first ones cost a fortune, how you can’t reach the cheap version without selling the expensive one first. 100 cars built, and the 100th goes out Tuesday. He says he’ll hand over the keys himself. GM filed for bankruptcy 6 months later, and the man on minimum wage didn’t.

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📖 原文 | 🔗 #0816-015143


2026-08-16 01:24:58 ​

RT by @elonmusk: Grok Build mode is so much fun! I made a few quick games for my nephew in just minutes using simple one-line prompts, all from the Grok iOS app on my iPhone. This is honestly one of the coolest things ever!

📖 原文 | 🔗 #0816-012458


2026-08-16 01:09:24 ​

RT by @elonmusk: Tesla holds the top two spots for America’s most domestically produced vehicles - beating out both Ford and GM 🇺🇸 https://Cars.com 2026 American-Made Index: • Tesla Model 3 — #1 • Tesla Model Y — #2 The two most American-made cars in America are both Teslas

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📖 原文 | 🔗 #0816-010924


2026-08-16 00:43:03 ​

RT by @elonmusk: You don’t need to waste an hour digging through your Mac’s settings trying to figure out what’s wrong with your laptop Grok Build is insanely capable....just tell Grok Build what’s broken and let it investigate the machine for you You can try things like: • Trackpad suddenly behaving weird • Battery draining ridiculously fast • Microphone isn't working in calls. Diagnose it • Some random website sending Chrome notifications every 10 seconds • External monitor runs at 60Hz but supports 144Hz. Fix it • Mac running hot or slowing down • An app constantly crashing • Something keeping your Mac awake or eating all your CPU? You might have absolutely no idea where the setting is or even what’s causing the problem Grok Build can inspect the system, find the culprit and, with the right tools/skills, actually take action Instead of Googling the problem → opening 20 tabs → digging through Settings → trying random fixes.... Just tell Grok Build what’s wrong and let it figure out the rest

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📖 原文 | 🔗 #0816-004303


2026-08-16 00:37:44 ​

RT by @elonmusk: After using Grok Bot nonstop for the past week I'm going to say it: it's the best AI agent out there right now Dead simple and just works It eliminates the 10,000 decisions, configs, and fixes that scare people off The integrated cloud computer unlock so many use cases too: 1. Invited the cloud computer to my community. It opened it up and now monitors the community 24/7. Answering questions and DMs 2. Uses the X plugin to monitor all the AI companies X accounts every 15 minutes around the clock. Looking for updates and big news, alerting me the moment it happens 3. Clicks around testing the 2 apps I'm building around the clock. Looking for bugs, thinking of new features, then writing the PRs and waiting for my review 4. My Grok Bot checks my social media channels around the clock. Moment I post anything, it repurposes the content based on other content I've posted, making writing my newsletter much easier 5. The integrated Grok images are really nice. So I can tell it to go to my YT on its cloud computer and make similar thumbnails for my new videos 6. Checks data in post hog on my product retention, gives me a list of at risk subscribers, prepares emails and reachout, then asks me for the OK Can the other AI agents out there do this? Yes. There's literally nothing Grok Bot can do that the others can't. But here's the thing, the user experience is designed so beautifully that it unhobbles all of these use cases and make them so much more pleasant to execute on Grok Bot is a must try

📖 原文 | 🔗 #0816-003744


2026-08-16 00:20:10 ​

RT by @elonmusk: A quiet revolution is happening on Bay Area roads as a vast number of privately owned cars are now driving themselves. https://www.sfchronicle.com/bayarea/article/tesla-self-driving-car-22384520.php?taid=6a8091bad297630001e6ac62&utm_campaign=trueanthem%2B3988&utm_medium=social&utm_source=twitter

📖 原文 | 🔗 #0816-002010


@aleabitoreddit ​

2026-08-16 19:15:15 ​

I feel like AI investing is simpler than what people expect. Because $NVDA + Jensen literally tells everyone what's coming. But somehow. Almost every. single. time. Markets dismiss it until it actually happens? Be Nvidia in 2025: Buys up EML and laser capacity. Markets dismissing it: "Photonics is a bubble and like quantum! ____ company is a scam with shady management" 1 year later: $LITE +678%, $AAOI +475.12%, $COHR +260.7%, $AXTI +3,843.9%. _ Nvidia in 2026: Buys up CW/EML capacity with LTAs. 800V shift. Extraordinary explicit about CPO shift. States Physical AI as the next theme. Markets now: "CW players are meme stocks! 800v, CPO is not coming anytime soon, Humanoids are not profitable!" Yeah... We'll see what happens in 2027. I think I'm putting my money on Jensen/Nvidia as the leading indicator.

📖 原文 | 🔗 #0816-191515


2026-08-16 12:50:40 ​

Just some TLDRs of stuff I found interesting: - $SNDK 80% adjusted gross margins projections through 2030, ~75% operating margins and ~50% adjusted FCF margins from investor day. LTAs already 2/3rd of 2028 output. Minimum contracted revenue reaches $93B (MC is currently ~$239B)... Hard to be a cyclical stock when your revenue/targets are expected to continue 4Y later into 2030. - $CRWV signs contracts for 6Y old $NVDA A100 GPUs through 2029. For Neoclouds like Nebius/Iren, this is positive, since it's a counterargument for eg. Burry depreciation short thesis - conventional DRAM gross margins eg. Micron is estimated to reach an unprecedented 95% by 2027, surpassing HBM GMs per UBS read through for legacy/standard dram players like Nanya/Winbond should go brrrr if projections are correct. - Anthropic reportedly achieved 14x+ YoY growth and roughly 2.4x sequential revenue growth q2 to >$11.5B,. estimating growth to $190–200B in 2028r evenue numbers. Your frontier labs keep growing at stupidly fast paces, it would be worrisome if they didnt. - $NVDA reportedly in talks to invest $3B in SB Energy (Softbank subsidiary), creates a >$500B compute financing push with Apollo, BlackRock, Blackstone, Brookfield, Goldman, and others. $NVDA Feynman reportedly moves to TSMC A16 + SoIC + custom HBM + CPO in H2 2028 Just more nvidia news every day - $MSFT Maia 300 discussed $TSM capacity for >300k units in 2027, with expansion to 1m+. Unveils as soon as September. Likely $MRVL should be more happy from this news. For what's happening right now: - maybe GUC for Microsoft current ASIC ramp. - For the Amazon party, stuff like Alchip (I do own shares), likely is ramping now with $AMZN ASIC program H2 2026... So might be a good idea to look at hyperscaler ASIC ramp timelines + their beneficiaries. - $TSM VP of Advanced Packaging stated "the industry is likely to face not only memory shortages but also tight ABF substrate supply over the next few years"... Emphasis on few years for memory + ABF substrates for bottlenecks. Even upstream abf substrate equipment providers are happy, eg. Eternal Precision which uses vacuum lamination equipment stated orders surged, their plants have been running at full capacity, and 20%+ price hikes. - $AMAT expects advanced packaging revenue to grow >70% in 2026, versus prior >50%, and said customer discussions now extend all the way to 2030 (not too familiar with this company, but found their growth rate from 2025 Q4 $6.8B ->$7.01B -> 7.91B -> $9.12B -> $10.25B Q4 2026 projections pretty interesting) - Google said at OCP APAC said conventional 48V is running out of headroom. $NVDA detailed an 800VDC MGX-compatible rack H2 2026 (timeline, Delta / Lite-On beneficaries) - Aside from $SNDK, Nanya LTAs cover 50% of capacity. CXMT signed multi-year DRAM agreements last month, so entire memory industry seems to be following same playbook as ur big 3. - Probe cards remain a bottleneck, MPI(6223) said their probe card capacity remains fully utilized because demand exceeds supply. Already covered the CW laser bottleneck with $AAOI, $SIVE, and $LITE earlier this week, but that's another fun one. - some MLCC/component lead times have hit 36 weeks per Nichidenbo. Your Samsung Electro-Mechanics, Taiyo Yuden, Murata, players should be very happy to hear this. TLDR: AI supply chains go brrr.

📖 原文 | 🔗 #0816-125040


2026-08-16 11:48:31 ​

My weekend X feed is getting pretty sad. The main things I've seen were: - Harvard endowment going degen with $SPCX, and + $AMD, $NVDA disclosing billions - AI agent microcosm implications on RuneScape - Hormuz getting renamed to Straight of America - Jane Street getting wiped $15B by Citadel - ____ who's hedge fund is up 30% every year buys a .00005% position my favorite stock _____! - Bunch of noisy motivational quotes or bad takes on trading

📖 原文 | 🔗 #0816-114831


@xiaomustock ​

2026-08-16 13:49:25 ​

牛栏山酒厂母公司顺鑫农业的排卵区粪腾了。 全是牛来喊公司改名牛栏山😂

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📖 原文 | 🔗 #0816-134925


2026-08-16 13:30:02 ​

差点我这艺术创作收不回来成本😂 买了一组从跌停板爆拉到涨停板, 再跌到跌停板的《牛来》座位票

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📖 原文 | 🔗 #0816-133002


2026-08-16 12:53:35 ​

图一是你以为的牛来, 图二是实际的牛来。

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📖 原文 | 🔗 #0816-125335


2026-08-16 12:33:00 ​

牛来这部电影可能是人类历史上最后一部手搓动漫电影! 😂自此之后绝对绝版了, 绝对不可能有再比这个粗制滥造的电影进电影院看到。

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📖 原文 | 🔗 #0816-123300


@dianzhuXS ​

2026-08-16 13:23:14 ​

直播結束了,可以轉發了 據反應話筒離的有點遠?

📖 原文 | 🔗 #0816-132314


2026-08-16 10:15:05 ​

郭德綱被立案,事大事小,大運早就説的明明白白了(2026.8.16) https://www.youtube.com/live/gLzBl9P5nHo?si=CR7m_ETISxKnLtGq 來自 @YouTube

📖 原文 | 🔗 #0816-101505


生成时间:2026-10-02T13:01:24.773Z