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Category: Elon Musk

Tesla Ending FSD Sales Because the Value Is About to Change

Tesla is ending the one-time purchase option for Full Self-Driving (FSD) and shifting to a monthly subscription model, likely to recapture the value of the technology as it advances towards full autonomy and potential expansion into a robo-taxi fleet ##

## Questions to inspire discussion.

Investment Signal.

🎯 Q: Why is Tesla ending FSD one-time purchases after February 14?

A: Tesla is stopping FSD sales because autonomy is approaching a major inflection point where value will step-change when drivers are out of the loop, and Tesla wants to avoid locking in one-time payments at legacy prices before entering the real robo-taxi world.

Revenue Model Transformation.

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OpenAI May Be On The Brink of Collapse

OpenAI is facing a potentially crippling lawsuit from Elon Musk, financial strain, and sustainability concerns, which could lead to its collapse and undermine its mission and trust in its AI technology ## ## Questions to inspire discussion.

Legal and Corporate Structure.

🔮 Q: What equity stake could Musk claim from OpenAI? A: Musk invested $30M representing 60% of OpenAI’s original funding and the lawsuit could force OpenAI to grant him equity as compensation for the nonprofit-to-for-profit transition that allegedly cut him out.

⚖ Q: What are the trial odds and timeline for Musk’s lawsuit? A: The trial is set for April after a judge rejected OpenAI and Microsoft’s dismissal bid, with Kalshi predicting Musk has a 65% chance of winning the case.

Funding and Financial Stability.

💰 Q: How could the lawsuit impact OpenAI’s ability to raise capital? A: The lawsuit threatens to cut off OpenAI’s lifeline to cash and venture capital funding, potentially leading to insolvency and preventing them from pursuing an IPO due to uncertainty around financial stability and corporate governance.

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Sam Altman Cornered by Discovery: Intent & Emails in Elon’s OpenAI Lawsuit

Elon Musk’s lawsuit against OpenAI and his own ambitious plans for AI and tech innovations, including new devices and massive growth for his companies, are positioning him for a major impact on the tech industry, but also come with significant challenges and risks ## Questions to inspire discussion.

Legal Risk Management.

🔍 Q: How does the discovery process threaten OpenAI regardless of lawsuit outcome?

A: Discovery forces exposure of sensitive internal information including Greg Brockman’s 2017 diary entries revealing intent to become for-profit and violating prior agreements with Elon Musk, creating reputational damage and investor uncertainty even if OpenAI wins the case.

⏱ Q: Why is lawsuit timing particularly damaging to OpenAI’s competitive position?

A: The lawsuit hits during OpenAI’s massive capital raise preparation, forcing delays in fundraising and implementation that allow competitors like Google and Anthropic to advance while OpenAI falls behind, similar to how Meta became less relevant in the AI race.

Continue reading “Sam Altman Cornered by Discovery: Intent & Emails in Elon’s OpenAI Lawsuit” | >

Tesla Robotaxis, AGI Myths, and the Real Economics of the Musk Economy

Elon Musk’s ventures, particularly Tesla’s robotaxis and advancements in AI, are poised to revolutionize the economy and society, with significant potential for growth, discovery, and profound implications for the future ##

## Questions to inspire discussion.

Robotaxi Economics & Business Model.

🚖 Q: What determines robotaxi success beyond achieving autonomy? A: Success depends on unit economics, fleet scalability, and supply elasticity during peak demand, not who reaches autonomy first, with the ability to integrate privately owned vehicles into a single economic system being critical.

💰 Q: What margin advantage does Tesla’s robotaxi model have over competitors? A: Tesla projects 35% margins by 2030, significantly higher than Uber’s 7.9% and Waymo’s break-even margins, enabling rapid revenue growth.

📈 Q: What revenue growth is expected for Tesla’s robotaxi business? A: Tesla expects 4.4-5x growth in robotaxi revenue over the next 5 years, potentially greater due to untapped use cases like long road trips.

Continue reading “Tesla Robotaxis, AGI Myths, and the Real Economics of the Musk Economy” | >

Is This The End of OpenAI?

Elon Musk’s lawsuit against OpenAI aims to expose the company’s alleged abandonment of its non-profit mission and potential shift to a for-profit model, sparking a heated dispute over the company’s future and integrity ##

## Questions to inspire discussion.

Understanding the lawsuit timeline and stakes.

🔍 Q: When is Elon Musk’s lawsuit against OpenAI going to trial and what is he claiming?

A: The lawsuit is set to go to trial in April 2026, with Musk arguing he’s owed billions from the value of intellectual property developed from his contributions as the primary funder who wanted OpenAI to remain nonprofit and open source.

📄 Q: What evidence exists in Greg Brockman’s personal files from 2017?

Continue reading “Is This The End of OpenAI?” | >

SpaceX IPO, Robotaxi Rules, and the Regulatory Wall Facing Elon Musk

Regulatory hurdles, rather than engineering challenges, are the main obstacles hindering the progress and success of Elon Musk’s companies, including SpaceX and Tesla.

## Questions to inspire discussion.

SpaceX Strategic Direction.

🚀 Q: Will SpaceX IPO due to defense contractor requirements? A: SpaceX’s expanding role as a defense contractor through projects like Star Shield increases IPO likelihood, as military requirements typically favor public companies for transparency and accountability according to Palmer Luckey.

đŸ›°ïž Q: How is SpaceX enabling freedom of information in restricted regions? A: Starlink has provided unfiltered internet access to Iranians since 2022 in coordination with the US government, successfully resisting signal jamming attempts and enabling freedom of information during protests.

💰 Q: What investment level is the space economy attracting in 2025? A: The space economy attracted $2.2 trillion in private investment in 2025, driven by SpaceX’s success, but viability of speculative models like space hotels and mining depends entirely on Starship’s cost and reliability.

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Elon Musk Gets Huge New Partnership

Questions to inspire discussion.

đŸ€– Q: How will the US military become an AI-first warfighting force?

A: The Department of War will implement continuous experimentation, conduct quarterly force-on-force combat labs, and deploy AI coordinated swarms across all domains from Pentagon back offices to tactical front lines, building on the military AI lead established during President Trump’s first term.

🎯 Q: What defines responsible AI for military applications?

A: The Department of War defines responsible AI as objectively truthful and mission-relevant capabilities employed securely within laws governing military activities, focusing on factually accurate models without ideological constraints limiting lawful military applications.

Talent Acquisition and Workforce.

Continue reading “Elon Musk Gets Huge New Partnership” | >

After Mars promise, Elon Musk says: Death is a ‘solvable problem’; you can 


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