Tales From The Future
@talesftf.bsky.social
Ninja eyes peeled on underrated longs and bubbly shorts. My Focus: Tech/[Alt] Energy/Value/Disruptors/Monetary Policy and Cycles. My tales are not advice. - Same TFTF as on that other 🐦 site. Still allergic to charlatans. talesfromthefuture.substack.com
Pinned
Always remember Elon Musk’s lies from April 2019.
1. All FSD Teslas are appreciating assets! NPV ~$200k(!).
2. FSD 🚗 can make their owners ~$30k per year (robotaxi rentals to others)
3. Millions of Tesla robotaxis on the road by 2020 “FOR SURE”.
Lies, damn lies and Tesla $TSLA presentations
1. All FSD Teslas are appreciating assets! NPV ~$200k(!).
2. FSD 🚗 can make their owners ~$30k per year (robotaxi rentals to others)
3. Millions of Tesla robotaxis on the road by 2020 “FOR SURE”.
Lies, damn lies and Tesla $TSLA presentations
Reposted by Tales From The Future
Am I way off with these Waymo cost assumptions in 2026+ (ignoring the older Jaguar EVs)?
Base EV (Hyundai Ioniq)
$40,000 (mass order, rebates vs retail price)
Waymo 6th-Gen Autonomy Hardware
$15,000 – $25,000
Integration & Calibration
$5,000 – $15,00
Total Estimated Build Cost
≈ $60,000+
Base EV (Hyundai Ioniq)
$40,000 (mass order, rebates vs retail price)
Waymo 6th-Gen Autonomy Hardware
$15,000 – $25,000
Integration & Calibration
$5,000 – $15,00
Total Estimated Build Cost
≈ $60,000+
February 14, 2026 at 2:14 PM
Am I way off with these Waymo cost assumptions in 2026+ (ignoring the older Jaguar EVs)?
Base EV (Hyundai Ioniq)
$40,000 (mass order, rebates vs retail price)
Waymo 6th-Gen Autonomy Hardware
$15,000 – $25,000
Integration & Calibration
$5,000 – $15,00
Total Estimated Build Cost
≈ $60,000+
Base EV (Hyundai Ioniq)
$40,000 (mass order, rebates vs retail price)
Waymo 6th-Gen Autonomy Hardware
$15,000 – $25,000
Integration & Calibration
$5,000 – $15,00
Total Estimated Build Cost
≈ $60,000+
Can anyone tell me…
What happened to Musk‘s “America Party”? 🍿
Will it launch before or after the new Tesla Roadster? Or those mass drivers on the Moon?
What happened to Musk‘s “America Party”? 🍿
Will it launch before or after the new Tesla Roadster? Or those mass drivers on the Moon?
February 13, 2026 at 9:46 PM
Can anyone tell me…
What happened to Musk‘s “America Party”? 🍿
Will it launch before or after the new Tesla Roadster? Or those mass drivers on the Moon?
What happened to Musk‘s “America Party”? 🍿
Will it launch before or after the new Tesla Roadster? Or those mass drivers on the Moon?
Reposted by Tales From The Future
13 high-res 17 MPcameras (down from 29 lower-res), 4 LiDARS (down from 5) - one dome and 3 perimeter, 6 imaging radars (for heavy rain, fog, and snow). external audio receivers to hear sirens, honks, and police commands. Wipers are heated for clearing ice and slush. Design for multiple vehicles.
February 13, 2026 at 1:30 PM
13 high-res 17 MPcameras (down from 29 lower-res), 4 LiDARS (down from 5) - one dome and 3 perimeter, 6 imaging radars (for heavy rain, fog, and snow). external audio receivers to hear sirens, honks, and police commands. Wipers are heated for clearing ice and slush. Design for multiple vehicles.
It’s a close race near the peak in my opinion:
Will these three gigantic IPOs (namely Open AI, Anthropic and SpaceX) make it to the trading floor in 2026 before the AI (and AI capex debt) bubble collapses?
Tik-tok.
www.ft.com/content/d21f...
Will these three gigantic IPOs (namely Open AI, Anthropic and SpaceX) make it to the trading floor in 2026 before the AI (and AI capex debt) bubble collapses?
Tik-tok.
www.ft.com/content/d21f...
Anthropic raises $30bn at a $350bn valuation in latest funding round
Latest haul comes as it prepares for an initial public offering as early as this year
www.ft.com
February 13, 2026 at 7:10 AM
It’s a close race near the peak in my opinion:
Will these three gigantic IPOs (namely Open AI, Anthropic and SpaceX) make it to the trading floor in 2026 before the AI (and AI capex debt) bubble collapses?
Tik-tok.
www.ft.com/content/d21f...
Will these three gigantic IPOs (namely Open AI, Anthropic and SpaceX) make it to the trading floor in 2026 before the AI (and AI capex debt) bubble collapses?
Tik-tok.
www.ft.com/content/d21f...
Reposted by Tales From The Future
not everyone appreciates how profound this is
The cost of datacenters is getting expensive. Therefore I will build them on the Moon. Where I'll also be building my satellites. That I'll be yeeting into Earth's orbit with a giant space catapult. Because I'm all about low cost.
February 12, 2026 at 4:44 PM
not everyone appreciates how profound this is
Another reason why Tesla’s FSD systems simply aren’t ready:
Waymo quote. ““While cameras on conventional cars can struggle with raindrops, road grime, and ice, our system features integrated cleaning systems to maintain visibility.”.”
#$TSLA #$TSLAQ #$GOOG
Waymo 6th Gen:
www.cnbc.com/2026/02/12/w...
Waymo quote. ““While cameras on conventional cars can struggle with raindrops, road grime, and ice, our system features integrated cleaning systems to maintain visibility.”.”
#$TSLA #$TSLAQ #$GOOG
Waymo 6th Gen:
www.cnbc.com/2026/02/12/w...
Waymo begins deploying next-gen Ojai robotaxis to extend its U.S. lead
The company is preparing to expand in several new cities in 2026.
www.cnbc.com
February 12, 2026 at 4:32 PM
Another reason why Tesla’s FSD systems simply aren’t ready:
Waymo quote. ““While cameras on conventional cars can struggle with raindrops, road grime, and ice, our system features integrated cleaning systems to maintain visibility.”.”
#$TSLA #$TSLAQ #$GOOG
Waymo 6th Gen:
www.cnbc.com/2026/02/12/w...
Waymo quote. ““While cameras on conventional cars can struggle with raindrops, road grime, and ice, our system features integrated cleaning systems to maintain visibility.”.”
#$TSLA #$TSLAQ #$GOOG
Waymo 6th Gen:
www.cnbc.com/2026/02/12/w...
Reposted by Tales From The Future
Yes, Elon’s mass drivers:
“Shooting AI satellites into deep space…”
What’s the point of shooting AI satellites into deep space again?
Weren’t they supposed to be floating in LEO? (Elon said last week).
It’s hard to keep up with all the BS and vaporware plans from Elon to pump the SpaceX IPO.
“Shooting AI satellites into deep space…”
What’s the point of shooting AI satellites into deep space again?
Weren’t they supposed to be floating in LEO? (Elon said last week).
It’s hard to keep up with all the BS and vaporware plans from Elon to pump the SpaceX IPO.
February 12, 2026 at 1:04 PM
Yes, Elon’s mass drivers:
“Shooting AI satellites into deep space…”
What’s the point of shooting AI satellites into deep space again?
Weren’t they supposed to be floating in LEO? (Elon said last week).
It’s hard to keep up with all the BS and vaporware plans from Elon to pump the SpaceX IPO.
“Shooting AI satellites into deep space…”
What’s the point of shooting AI satellites into deep space again?
Weren’t they supposed to be floating in LEO? (Elon said last week).
It’s hard to keep up with all the BS and vaporware plans from Elon to pump the SpaceX IPO.
Let that sink in.
Toyota #$TM (mocked by Teslarians for years as an “EV laggard“ and a “dinosaur”) now has a fresher and more interesting EV line-up than Tesla:
“The all-electric 2027 Highlander joins the updated bZ, C-HR, and bZ Woodland models as Toyota’s fourth EV in the US.”
#$TSLA #$TSLAQ
Toyota #$TM (mocked by Teslarians for years as an “EV laggard“ and a “dinosaur”) now has a fresher and more interesting EV line-up than Tesla:
“The all-electric 2027 Highlander joins the updated bZ, C-HR, and bZ Woodland models as Toyota’s fourth EV in the US.”
#$TSLA #$TSLAQ
Toyota reveals the Highlander EV as first 3-row electric SUV with 320 miles range [Images]
Toyota reveals the Highlander EV as first 3-row electric SUV with 320 miles range [Images]
Toyota’s first three-row electric SUV is finally here. The 2027 Highlander EV can drive up to 320 miles on a single charge, has a built-in NACS port, and a sharp new look. The Highlander is Toyota’s most impressive electric SUV so far. Here’s our first look.
more…
electrek.co
February 12, 2026 at 12:30 PM
Musk is full of it, xAI edition:
“He added that the company is “hiring aggressively” and closed with a quintessentially Musk pitch: “Join xAI if the idea of mass drivers on the Moon appeals to you.””
Pure vaporware pitches, once again.
#$TSLA #$TSLAQ
techcrunch.com/2026/02/11/s...
“He added that the company is “hiring aggressively” and closed with a quintessentially Musk pitch: “Join xAI if the idea of mass drivers on the Moon appeals to you.””
Pure vaporware pitches, once again.
#$TSLA #$TSLAQ
techcrunch.com/2026/02/11/s...
Elon Musk suggests spate of xAI exits have been push, not pull | TechCrunch
At least nine engineers, including two co-founders, have announced their exits from xAI in the past week, fueling online speculation and raising questions about stability at Musk’s AI company amid mou...
techcrunch.com
February 12, 2026 at 4:16 AM
Musk is full of it, xAI edition:
“He added that the company is “hiring aggressively” and closed with a quintessentially Musk pitch: “Join xAI if the idea of mass drivers on the Moon appeals to you.””
Pure vaporware pitches, once again.
#$TSLA #$TSLAQ
techcrunch.com/2026/02/11/s...
“He added that the company is “hiring aggressively” and closed with a quintessentially Musk pitch: “Join xAI if the idea of mass drivers on the Moon appeals to you.””
Pure vaporware pitches, once again.
#$TSLA #$TSLAQ
techcrunch.com/2026/02/11/s...
Reposted by Tales From The Future
February 10, 2026 at 2:38 PM
Reposted by Tales From The Future
February 11, 2026 at 3:31 AM
The X hellsite timeline sometimes creates funny sequences.
Elon can’t sell his EVs any longer (and Tesla’s EV model pipeline is empty), but he promises everyone can “travel to the Moon” soon.
Oh, the irony. #$TSLA #$TSLAQ #timestamp
Elon can’t sell his EVs any longer (and Tesla’s EV model pipeline is empty), but he promises everyone can “travel to the Moon” soon.
Oh, the irony. #$TSLA #$TSLAQ #timestamp
February 9, 2026 at 11:51 PM
The X hellsite timeline sometimes creates funny sequences.
Elon can’t sell his EVs any longer (and Tesla’s EV model pipeline is empty), but he promises everyone can “travel to the Moon” soon.
Oh, the irony. #$TSLA #$TSLAQ #timestamp
Elon can’t sell his EVs any longer (and Tesla’s EV model pipeline is empty), but he promises everyone can “travel to the Moon” soon.
Oh, the irony. #$TSLA #$TSLAQ #timestamp
Reposted by Tales From The Future
"People are beginning to wake up to the fact that there is no floor in the value of something based on nothing more than thin air. Ask yourself: is this thing still going to be going in 100 years’ time?"
February 9, 2026 at 8:28 AM
"People are beginning to wake up to the fact that there is no floor in the value of something based on nothing more than thin air. Ask yourself: is this thing still going to be going in 100 years’ time?"
Reposted by Tales From The Future
“.. He’s got a lot to answer for, but really, he should make life easier on the president, frankly, and just resign.”
@cnbc.com
www.cnbc.com/2026/02/08/e...
@cnbc.com
www.cnbc.com/2026/02/08/e...
February 9, 2026 at 12:26 PM
“.. He’s got a lot to answer for, but really, he should make life easier on the president, frankly, and just resign.”
@cnbc.com
www.cnbc.com/2026/02/08/e...
@cnbc.com
www.cnbc.com/2026/02/08/e...
Is there a point in time when even the most die-hard #$TSLA pumpers finally think:
Okay, maybe #$ARKK Cathie Wood went a little overboard with her new $100 TRILLION projection for Tesla!?
Tesla at 100 TRILLION USD has to be her final “jump the shark valuation moment”, no?
#$TSLAQ #timestamp
Okay, maybe #$ARKK Cathie Wood went a little overboard with her new $100 TRILLION projection for Tesla!?
Tesla at 100 TRILLION USD has to be her final “jump the shark valuation moment”, no?
#$TSLAQ #timestamp
February 7, 2026 at 4:52 PM
Is there a point in time when even the most die-hard #$TSLA pumpers finally think:
Okay, maybe #$ARKK Cathie Wood went a little overboard with her new $100 TRILLION projection for Tesla!?
Tesla at 100 TRILLION USD has to be her final “jump the shark valuation moment”, no?
#$TSLAQ #timestamp
Okay, maybe #$ARKK Cathie Wood went a little overboard with her new $100 TRILLION projection for Tesla!?
Tesla at 100 TRILLION USD has to be her final “jump the shark valuation moment”, no?
#$TSLAQ #timestamp
SPACEX DELAYS MARS PLANS TO FOCUS ON MOON: WSJ
Haha. What happened to millions of settlers on Mars by ~2050? (Elon said.)
PS: Why the sudden shift to the Moon? Simple. More near-term subsidies ahead for SpaceX. Elon Musk is a seasoned grifter and Trump is a narcissist who wants a Moon landing.
Haha. What happened to millions of settlers on Mars by ~2050? (Elon said.)
PS: Why the sudden shift to the Moon? Simple. More near-term subsidies ahead for SpaceX. Elon Musk is a seasoned grifter and Trump is a narcissist who wants a Moon landing.
February 7, 2026 at 4:17 PM
SPACEX DELAYS MARS PLANS TO FOCUS ON MOON: WSJ
Haha. What happened to millions of settlers on Mars by ~2050? (Elon said.)
PS: Why the sudden shift to the Moon? Simple. More near-term subsidies ahead for SpaceX. Elon Musk is a seasoned grifter and Trump is a narcissist who wants a Moon landing.
Haha. What happened to millions of settlers on Mars by ~2050? (Elon said.)
PS: Why the sudden shift to the Moon? Simple. More near-term subsidies ahead for SpaceX. Elon Musk is a seasoned grifter and Trump is a narcissist who wants a Moon landing.
Reposted by Tales From The Future
Going for the all time record
STRATEGY REPORTS $17 BILLION IN OPERATING LOSSES
February 5, 2026 at 11:39 PM
Going for the all time record
Reposted by Tales From The Future
This is a business intelligence firm
February 6, 2026 at 3:31 AM
This is a business intelligence firm
Reposted by Tales From The Future
It’s so funny to imagine the CEO of any real company behaving this way.
Tim Cook like “You’re down on Apple, but what if Apple shares were worth $120,000 tomorrow? You’d feel like shit huh? Think about that.”
Tim Cook like “You’re down on Apple, but what if Apple shares were worth $120,000 tomorrow? You’d feel like shit huh? Think about that.”
February 4, 2026 at 9:08 PM
It’s so funny to imagine the CEO of any real company behaving this way.
Tim Cook like “You’re down on Apple, but what if Apple shares were worth $120,000 tomorrow? You’d feel like shit huh? Think about that.”
Tim Cook like “You’re down on Apple, but what if Apple shares were worth $120,000 tomorrow? You’d feel like shit huh? Think about that.”
Reposted by Tales From The Future
But look over there, a shiny Optimus robot is going to be your personal butler soon.
We all know it won’t happen anytime soon - but Felon Musk has to keep his bubble growth narrative going.
#$TSLA #$TSLAQ #teslaimplodingin2026
We all know it won’t happen anytime soon - but Felon Musk has to keep his bubble growth narrative going.
#$TSLA #$TSLAQ #teslaimplodingin2026
Tesla is losing customers — and not just over Elon Musk. Early EV growing pains, aging cars and a cooling market are reshaping loyalty
Elon Musk Alone Can’t Explain Tesla’s Owner Exodus
The former EV darling is struggling to retain customers. The reasons go beyond its famous co-founder.
bloom.bg
February 5, 2026 at 2:11 PM
But look over there, a shiny Optimus robot is going to be your personal butler soon.
We all know it won’t happen anytime soon - but Felon Musk has to keep his bubble growth narrative going.
#$TSLA #$TSLAQ #teslaimplodingin2026
We all know it won’t happen anytime soon - but Felon Musk has to keep his bubble growth narrative going.
#$TSLA #$TSLAQ #teslaimplodingin2026
Another Elon Musk Boring project:
“The “Music City Loop” will feature a fleet of chauffeured Teslas taking “thousands of people per hour” between downtown and the airport…”
Wait, what? Chauffeured Teslas. Weren’t these supposed to be robotaxis? Still not even working in a simple tunnel?
“The “Music City Loop” will feature a fleet of chauffeured Teslas taking “thousands of people per hour” between downtown and the airport…”
Wait, what? Chauffeured Teslas. Weren’t these supposed to be robotaxis? Still not even working in a simple tunnel?
February 5, 2026 at 5:25 AM
Another Elon Musk Boring project:
“The “Music City Loop” will feature a fleet of chauffeured Teslas taking “thousands of people per hour” between downtown and the airport…”
Wait, what? Chauffeured Teslas. Weren’t these supposed to be robotaxis? Still not even working in a simple tunnel?
“The “Music City Loop” will feature a fleet of chauffeured Teslas taking “thousands of people per hour” between downtown and the airport…”
Wait, what? Chauffeured Teslas. Weren’t these supposed to be robotaxis? Still not even working in a simple tunnel?
More complete SpaceX hogwash and fantasy numbers.
Anything to justify the insane $1 (or even $1.5, who is counting anyway..) TRILLION #SpaceX IPO valuation:
“SpaceX aims to add 100 GW of annual compute capacity..
scaling toward 1 TW…deploy 500 to 1000 TW/year of AI satellites”
Anything to justify the insane $1 (or even $1.5, who is counting anyway..) TRILLION #SpaceX IPO valuation:
“SpaceX aims to add 100 GW of annual compute capacity..
scaling toward 1 TW…deploy 500 to 1000 TW/year of AI satellites”
February 5, 2026 at 4:08 AM
More complete SpaceX hogwash and fantasy numbers.
Anything to justify the insane $1 (or even $1.5, who is counting anyway..) TRILLION #SpaceX IPO valuation:
“SpaceX aims to add 100 GW of annual compute capacity..
scaling toward 1 TW…deploy 500 to 1000 TW/year of AI satellites”
Anything to justify the insane $1 (or even $1.5, who is counting anyway..) TRILLION #SpaceX IPO valuation:
“SpaceX aims to add 100 GW of annual compute capacity..
scaling toward 1 TW…deploy 500 to 1000 TW/year of AI satellites”
There’s some logic here: "AI eats Software"
“The classic SaaS model is based on per-user licenses. More employees, more “seats,” more revenue. A system that scaled perfectly for years – until AI begins to replace or at least massively condense human work”
SaaS dumped.
www.heise.de/en/news/AI-e...
“The classic SaaS model is based on per-user licenses. More employees, more “seats,” more revenue. A system that scaled perfectly for years – until AI begins to replace or at least massively condense human work”
SaaS dumped.
www.heise.de/en/news/AI-e...
"AI eats Software": Why SaaS stocks are crashing on Wall Street
In the midst of the AI boom, software manufacturers' stocks are plummeting. Shares of Adobe, Oracle & Co. have halved, Microsoft is weakening.
www.heise.de
February 4, 2026 at 2:58 PM
There’s some logic here: "AI eats Software"
“The classic SaaS model is based on per-user licenses. More employees, more “seats,” more revenue. A system that scaled perfectly for years – until AI begins to replace or at least massively condense human work”
SaaS dumped.
www.heise.de/en/news/AI-e...
“The classic SaaS model is based on per-user licenses. More employees, more “seats,” more revenue. A system that scaled perfectly for years – until AI begins to replace or at least massively condense human work”
SaaS dumped.
www.heise.de/en/news/AI-e...