Abhishek Kumar
@abhishekpec
Tesla Cell Programs | Expertise in solar, EVs, batteries, and rare earth minerals | ex-@OLAElectric, @SoftBank
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🧵 The “Next-Gen” Blind Spot in Battery Startups Everyone loves the word “next-gen”. But behind the hype lies a trap that’s caught too many hardware startups: betting on the wrong horse. Let’s walk through the all-too-familiar workflow of how it happens, and why it keeps…
A key difference btwn the AI buildout and the Internet buildout leading up to the DotCom Bubble. During the Internet buildout, capex significantly outstripped cash flows. Today it’s reversed mainly bc the mega cap tech “hyperscalers” are also wildly profitable. Unclear if/how…
From the @FT: “US companies’ earnings are growing at the fastest pace in four years… Median earnings growth year-on-year across the Russell 3000 index — a benchmark for the entire US stock market — hit 11 per cent in the third quarter, up from 6 per cent in the previous three…
This is one of the best explanations of what is going in America right now, why @ZohranKMamdani won in NYC, and what the risks are for our country and the world. @elonmusk is the spokesperson. He is brilliant, incredibly articulate , and spot on. What makes this video even…
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Mamdani Just Revealed His Plan & Trump Sends CLEAR Message After NYC...
A must listen on @ZohranKMamdani and his view that the state of Israel should not exist. He apparently does not support peaceful coexistence or a two state solution. This may make it challenging for him to govern a city with such a large Jewish population. My only question for…
I met @ZohranKMamdani after the primaries. The reason he can't explain away his support for slogans like "Globalize the Intifada" is that they represent his core beliefs. He does not hide it; to the contrary, he is proud of it...
$TSLA Tesla shareholders approved Elon Musk’s $1T pay package unlocked by 2035 if Tesla hits: 📈 $8.5T valuation <10 years 🚗 20M vehicles 🤖 1M Optimus Robots 🚕 1M robotaxis 💽 10M FSD subscriptions 🌍 Lead in autonomy, robotics & EV markets Can Tesla reach these goals?
Peter Thiel today: “Boomers are strangely uncurious about how the world is not really working for their kids. It’s always hard to know how much bad faith there is or how bad the actors are. I think it’s odd that people thought it was odd that I was complaining about student debt…
China’s rise as the world’s clean energy superpower is reshaping global decarbonisation. The full implications are only starting to sink in. An important new FT piece highlights that while much of the debate has focused on how Europe and the US should respond, the bigger story…
Wow, Tesla revealed a lot more new info during the shareholder meeting presentation than I was expecting. • Cybercab production starting April 2026 • New Tesla Semi design • Tesla might build chip fabrication facility • Robotaxi service rolling out next in Miami, Dallas,…
Elon Musk says $TSLA will build a 1M-unit Optimus line in Fremont and a 10M-unit line at Giga Texas. If that capacity materializes then it would mark the first time in history a company has industrialized humanoid robotics at automotive scale.
Tesla is going to build a gigantic chip fab. Elon today: “We have to do a Tesla Terafab. It’s like Giga but way bigger. I can’t see any other way to get to the volume of chips that we are looking for. We are going to have to build a gigantic chip fab.” “I am super hardcore…
First look at Tesla’s Optimus Production line. Significantly larger Gen 3 production line coming in 2026. Tesla’s goal is $20k COGS per robot at scale.
I cannot think of any company hold the shareholder meeting at the factory. For most companies, they bring people to the design house offices while the factories fade into the background. But for Tesla, factories are the heart of our stories.
Bhavish Aggarwal has completely flipped Ola's playbook
In 2000, China accounted for 6% of global manufacturing. In 2030, China is projected to account for 45% of global manufacturing. The speed and scale of China's industrialization and modernization are unprecedented in human history.
The debut of XPENG’s Next-gen IRON took everyone by surprise at XPENG AI Day. Many even wondered — “Is there really a real person hidden inside that female robot?” 👇 Watch this one-take, uncut response from @xiaopenghexpeng himself as he clears up all the doubts! $XPEV
Elon Musk: The U.S. is going bankrupt without AI and robotics. “I came to the conclusion that the only way to get us out of the debt crisis and to prevent America from going bankrupt is AI and robotics. We need to grow the economy at a rate that allows us to pay off our debt.…
My predictions for what will happen: 1) Youthquake: the rebellion that powers the Left Mamdani’s win lights a fire under voters under 35. Social feeds overflow with clips about rent, wages, and “the people vs. the billionaires.” It works—at least for a while. Think Corbyn in…
Why are batteries a national security issue? It is THE energy source for critical applications today and, even more importantly, tomorrow: Cars Data Center Batteries (ESS) Military and defense drones Robots If we are to be a resilient nation that is in control of our own…
Cybear at Tesla Engineering HQ in Palo Alto
The underlying fundamental economics have changed dramatically: solar is now so cheap that businesses and households all around the world install it often without subsidies. Throw in batteries and the business case just keeps improving.
NEWS: Joe Rogan has just released a new 3 hour and 18 minute podcast with @elonmusk. Link: youtu.be/O4wBUysNe2k?si…
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