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
Another well-deserved prize for Donald (shamelessly stolen from that other site). #magamorons
January 18, 2026 at 8:56 PM
Another well-deserved prize for Donald (shamelessly stolen from that other site). #magamorons
Reposted by Tales From The Future
I wrote this in 2023 during the Biden administration and before Musk had gone fully mask off (tho real heads always knew)
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Elon Musk is Above the Law
Hot Rocket Water Rocks Out
blog.esghound.com
January 17, 2026 at 3:36 PM
I wrote this in 2023 during the Biden administration and before Musk had gone fully mask off (tho real heads always knew)
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Reposted by Tales From The Future
This guy is basically inviting China to take Taiwan.
January 17, 2026 at 2:35 AM
This guy is basically inviting China to take Taiwan.
Two hard choices coming up for Tesla in 2026+:
- Discontinue the CT
- Close parts of Giga Berlin (probably incl. major layoffs)
But doing so would be admitting failure, hurting the meme stonk narrative (“never bet against Elon”).
So burning through a few more billion USD first?
$TSLA $TSLAQ
- Discontinue the CT
- Close parts of Giga Berlin (probably incl. major layoffs)
But doing so would be admitting failure, hurting the meme stonk narrative (“never bet against Elon”).
So burning through a few more billion USD first?
$TSLA $TSLAQ
January 10, 2026 at 3:35 PM
Two hard choices coming up for Tesla in 2026+:
- Discontinue the CT
- Close parts of Giga Berlin (probably incl. major layoffs)
But doing so would be admitting failure, hurting the meme stonk narrative (“never bet against Elon”).
So burning through a few more billion USD first?
$TSLA $TSLAQ
- Discontinue the CT
- Close parts of Giga Berlin (probably incl. major layoffs)
But doing so would be admitting failure, hurting the meme stonk narrative (“never bet against Elon”).
So burning through a few more billion USD first?
$TSLA $TSLAQ
Reposted by Tales From The Future
Winning comment:
“10 billion miles is too much of a round number to be anything other than an arbitrary number picked out of thin air. Elon knows it's not ready, doesn't want to accept liability for its mistakes which might kill people, and is kicking the can down the road…”
$TSLA $TSLAQ
“10 billion miles is too much of a round number to be anything other than an arbitrary number picked out of thin air. Elon knows it's not ready, doesn't want to accept liability for its mistakes which might kill people, and is kicking the can down the road…”
$TSLA $TSLAQ
Elon Musk moves goalpost again: admits Tesla needs 10 billion miles for ‘safe unsupervised’ FSD
Elon Musk moves goalpost again: admits Tesla needs 10 billion miles for ‘safe unsupervised’ FSD
We are barely a week into 2026, and we are already seeing a significant shift in the narrative regarding Tesla’s Full Self-Driving (FSD) timeline. After missing yet another high-profile deadline to achieve unsupervised autonomy by the “end of the year” in 2025, Elon Musk has now dropped a new metric that explains a lot — and raises even more questions.
In a new comment today, Musk has stated that Tesla needs to accumulate roughly 10 billion miles of data to achieve “safe unsupervised self-driving.”
The new statement raises the question: why did Musk claim that Tesla would be unsupervised in Austin just a few weeks ago, when he knew that Tesla was nowhere near 10 billion miles?
more…
electrek.co
January 9, 2026 at 5:06 AM
Winning comment:
“10 billion miles is too much of a round number to be anything other than an arbitrary number picked out of thin air. Elon knows it's not ready, doesn't want to accept liability for its mistakes which might kill people, and is kicking the can down the road…”
$TSLA $TSLAQ
“10 billion miles is too much of a round number to be anything other than an arbitrary number picked out of thin air. Elon knows it's not ready, doesn't want to accept liability for its mistakes which might kill people, and is kicking the can down the road…”
$TSLA $TSLAQ
Reposted by Tales From The Future
Two articles from @theverge.com today that should crush Tesla.
1. Boston Dynamic putting Optimus to shame
2. Nvidia’s push into self driving cars.
Add in Tesla’s shrinking sales and it should be a <$50 stock.
www.theverge.com/news/852880/...
www.theverge.com/news/853973/...
1. Boston Dynamic putting Optimus to shame
2. Nvidia’s push into self driving cars.
Add in Tesla’s shrinking sales and it should be a <$50 stock.
www.theverge.com/news/852880/...
www.theverge.com/news/853973/...
Boston Dynamics’ Tesla Bot rival Atlas will start building Hyundai cars in 2028
Is Atlas coming for our jobs?
www.theverge.com
January 6, 2026 at 3:46 AM
Reposted by Tales From The Future
Five tech CES headlines from the past few hours.
The advances at Nvidia $NVDA and Boston Dynamics/Hyundai show that Tesla has no moat in robotics and autonomous vehicles ... $TSLA $TSLAQ
The advances at Nvidia $NVDA and Boston Dynamics/Hyundai show that Tesla has no moat in robotics and autonomous vehicles ... $TSLA $TSLAQ
January 6, 2026 at 3:28 AM
Five tech CES headlines from the past few hours.
The advances at Nvidia $NVDA and Boston Dynamics/Hyundai show that Tesla has no moat in robotics and autonomous vehicles ... $TSLA $TSLAQ
The advances at Nvidia $NVDA and Boston Dynamics/Hyundai show that Tesla has no moat in robotics and autonomous vehicles ... $TSLA $TSLAQ
Winning comment:
“Tesla sold just as many robots this year as last. No decline there!”
$TSLA $TSLAQ #timestamp
“Tesla sold just as many robots this year as last. No decline there!”
$TSLA $TSLAQ #timestamp
Tesla (TSLA) releases Q4 delivery results: confirms decline in sales is accelerating
Tesla (TSLA) releases Q4 delivery results: confirms decline in sales is accelerating
Tesla (TSLA) has released its Q4 2025 and full-year 2025 delivery and production results. The results confirmed that Tesla had its second consecutive full year of decline in electric vehicle deliveries.
And the decline is accelerating.
more…
electrek.co
January 2, 2026 at 4:07 PM
Winning comment:
“Tesla sold just as many robots this year as last. No decline there!”
$TSLA $TSLAQ #timestamp
“Tesla sold just as many robots this year as last. No decline there!”
$TSLA $TSLAQ #timestamp
There were more than 5, but it‘s a good summary.
Tesla remains one giant bubbly house of cards. #timestamp
$TSLA $TSLAQ
Tesla remains one giant bubbly house of cards. #timestamp
$TSLA $TSLAQ
Elon Musk’s top 5 Tesla predictions for 2025 that didn’t happen
Elon Musk’s top 5 Tesla predictions for 2025 that didn’t happen
Another year has passed, and with it, another collection of Elon Musk’s ambitious timelines that didn’t quite align with reality. For those of us who have been following Tesla for years, this pattern is all too familiar. 2025 was billed as a year of massive expansion, widespread autonomy, and humanoid robots.
Now that the year is pretty much in the rearview mirror, let’s take a look at Musk’s top 5 Tesla predictions that missed the mark.
more…
electrek.co
December 31, 2025 at 12:05 PM
There were more than 5, but it‘s a good summary.
Tesla remains one giant bubbly house of cards. #timestamp
$TSLA $TSLAQ
Tesla remains one giant bubbly house of cards. #timestamp
$TSLA $TSLAQ
So, is the SpaceX Mars landing happening tomorrow?
Just in time. Oh, wait…. #musklies #timestamp $TSLAQ
Just in time. Oh, wait…. #musklies #timestamp $TSLAQ
December 30, 2025 at 11:34 AM
So, is the SpaceX Mars landing happening tomorrow?
Just in time. Oh, wait…. #musklies #timestamp $TSLAQ
Just in time. Oh, wait…. #musklies #timestamp $TSLAQ
The former lies of “virtually unlimited growth” at Tesla (30%-50% per year, until the end of the decade) have come to a screeching halt.
CEO Elon Musk repeatedly boasted about these revenue projections for years.
This is one giant house of cards.
$TSLA $TSLAQ #timestamp
CEO Elon Musk repeatedly boasted about these revenue projections for years.
This is one giant house of cards.
$TSLA $TSLAQ #timestamp
Tesla (TSLA) does something unsual ahead of Q4 delivery results
Tesla (TSLA) does something unsual ahead of Q4 delivery results
In a surprising move, Tesla (TSLA) has publicly released a delivery consensus for the fourth quarter of 2025 via a press release on its investor relations website. This is a significant departure from the automaker’s standard operating procedure, suggesting it is trying to get ahead of what looks to be a disappointing quarter.
more…
electrek.co
December 30, 2025 at 11:19 AM
The former lies of “virtually unlimited growth” at Tesla (30%-50% per year, until the end of the decade) have come to a screeching halt.
CEO Elon Musk repeatedly boasted about these revenue projections for years.
This is one giant house of cards.
$TSLA $TSLAQ #timestamp
CEO Elon Musk repeatedly boasted about these revenue projections for years.
This is one giant house of cards.
$TSLA $TSLAQ #timestamp
The AI vending machine experiment.
I missed this before the Holidays.
Hilarious and worth a read/watch…
www.youtube.com/watch?v=SpPh...
I missed this before the Holidays.
Hilarious and worth a read/watch…
www.youtube.com/watch?v=SpPh...
We Let AI Run a Vending Machine. It Lost All the Money. | WSJ
YouTube video by The Wall Street Journal
www.youtube.com
December 26, 2025 at 2:14 PM
The AI vending machine experiment.
I missed this before the Holidays.
Hilarious and worth a read/watch…
www.youtube.com/watch?v=SpPh...
I missed this before the Holidays.
Hilarious and worth a read/watch…
www.youtube.com/watch?v=SpPh...
$ASTS. Broadband from space…
Early Christmas present thanks to a successful launch of AST’s first large (BB6) satellite.
Now they need to keep up the mfg and launch cadence in 2026+ for all the remaining BB launches.
My personal estimate remains ~H2 2028 for their full (!) global constellation.
Early Christmas present thanks to a successful launch of AST’s first large (BB6) satellite.
Now they need to keep up the mfg and launch cadence in 2026+ for all the remaining BB launches.
My personal estimate remains ~H2 2028 for their full (!) global constellation.
So far so good on the $ASTS! Awaiting final separation shortly! Congrats to @r-isro.bsky.social for a successful launch! 🚀
December 24, 2025 at 7:29 AM
$ASTS. Broadband from space…
Early Christmas present thanks to a successful launch of AST’s first large (BB6) satellite.
Now they need to keep up the mfg and launch cadence in 2026+ for all the remaining BB launches.
My personal estimate remains ~H2 2028 for their full (!) global constellation.
Early Christmas present thanks to a successful launch of AST’s first large (BB6) satellite.
Now they need to keep up the mfg and launch cadence in 2026+ for all the remaining BB launches.
My personal estimate remains ~H2 2028 for their full (!) global constellation.
Millions of Tesla robotaxis wen? /s…
“The Tesla driver [in China this time] has now released the footage, which clearly shows that FSD was ACTIVE during the crash and initiated the lane change into the WRONG direction.”
FSD is an ongoing scam.
$TSLA $TSLAQ #timestamp
electrek.co/2025/12/23/t...
“The Tesla driver [in China this time] has now released the footage, which clearly shows that FSD was ACTIVE during the crash and initiated the lane change into the WRONG direction.”
FSD is an ongoing scam.
$TSLA $TSLAQ #timestamp
electrek.co/2025/12/23/t...
Tesla driver crashes during livestream desmonstrating 'Full Self-Driving' features
A Tesla drove in the wrong direction, resulting in a head-on collision with another vehicle, during a livestream, demonstrating Tesla’s...
electrek.co
December 23, 2025 at 11:47 PM
Millions of Tesla robotaxis wen? /s…
“The Tesla driver [in China this time] has now released the footage, which clearly shows that FSD was ACTIVE during the crash and initiated the lane change into the WRONG direction.”
FSD is an ongoing scam.
$TSLA $TSLAQ #timestamp
electrek.co/2025/12/23/t...
“The Tesla driver [in China this time] has now released the footage, which clearly shows that FSD was ACTIVE during the crash and initiated the lane change into the WRONG direction.”
FSD is an ongoing scam.
$TSLA $TSLAQ #timestamp
electrek.co/2025/12/23/t...
Reposted by Tales From The Future
Pamela Jo Bondi, doing her part to help an administration that calls itself, with a seemingly straight face, "The Most Transparent in American History."
December 21, 2025 at 1:49 AM
Pamela Jo Bondi, doing her part to help an administration that calls itself, with a seemingly straight face, "The Most Transparent in American History."
Reposted by Tales From The Future
The EPSTEIN Files are a much quicker read than I expected.
December 20, 2025 at 8:12 PM
The EPSTEIN Files are a much quicker read than I expected.
Ketamine overflowing. $TSLA $TSLAQ
Musk sounds like a weird cult leader in his final days.
Musk sounds like a weird cult leader in his final days.
December 21, 2025 at 2:20 PM
Ketamine overflowing. $TSLA $TSLAQ
Musk sounds like a weird cult leader in his final days.
Musk sounds like a weird cult leader in his final days.
MisterGreen got musked.
Or when Science Fiction claims meet Business Reality. How it started:
“We've built a fleet of 5.000 Tesla's [sic!] through attractive full-service leasing contracts, ready to be awakened into robotaxis once the tech and laws align...”
$TSLA $TSLAQ #timestamp
Or when Science Fiction claims meet Business Reality. How it started:
“We've built a fleet of 5.000 Tesla's [sic!] through attractive full-service leasing contracts, ready to be awakened into robotaxis once the tech and laws align...”
$TSLA $TSLAQ #timestamp
December 20, 2025 at 2:38 PM
MisterGreen got musked.
Or when Science Fiction claims meet Business Reality. How it started:
“We've built a fleet of 5.000 Tesla's [sic!] through attractive full-service leasing contracts, ready to be awakened into robotaxis once the tech and laws align...”
$TSLA $TSLAQ #timestamp
Or when Science Fiction claims meet Business Reality. How it started:
“We've built a fleet of 5.000 Tesla's [sic!] through attractive full-service leasing contracts, ready to be awakened into robotaxis once the tech and laws align...”
$TSLA $TSLAQ #timestamp
Worth reading in late 2026 or early 2027(judging from the quality of his first book on Tesla). $TSLA $TSLAQ
Thank you! I've actually been working on a second book, which will be out a year from now.
December 16, 2025 at 2:04 PM
Worth reading in late 2026 or early 2027(judging from the quality of his first book on Tesla). $TSLA $TSLAQ
Reposted by Tales From The Future
He's scared. Tesla sales are tanking, California is about to rule that "Full Self-Driving" is false advertising, Starship keeps blowing up, SpaceX loses too much money to IPO, and XAI is burning $10 billion/year for the 4th place chatbot.
It's over, he knows it, and only corruption can save him.
It's over, he knows it, and only corruption can save him.
SCOOP: Elon Musk — who threatened to launch a third party and support challengers to Republican incumbents during his dispute with Trump — is now firmly back in the GOP's camp having begun funding Republican midterms campaigns.
Scoop: Elon Musk diving into 2026 midterms for the GOP
Musk recently cut big checks to help Republicans win congressional races next year.
www.axios.com
December 16, 2025 at 1:15 PM
He's scared. Tesla sales are tanking, California is about to rule that "Full Self-Driving" is false advertising, Starship keeps blowing up, SpaceX loses too much money to IPO, and XAI is burning $10 billion/year for the 4th place chatbot.
It's over, he knows it, and only corruption can save him.
It's over, he knows it, and only corruption can save him.
iRobot is bankrupt. Ouch.
$AMZN would have been their last savior option (the merger was blocked by regulators). $IRBT
www.bbc.com/news/article...
$AMZN would have been their last savior option (the merger was blocked by regulators). $IRBT
www.bbc.com/news/article...
Roomba vacuum cleaner firm iRobot files for bankruptcy
Under the so-called pre-packaged Chapter 11 process, the main maker of its devices will take ownership of the firm.
www.bbc.com
December 15, 2025 at 1:02 PM
iRobot is bankrupt. Ouch.
$AMZN would have been their last savior option (the merger was blocked by regulators). $IRBT
www.bbc.com/news/article...
$AMZN would have been their last savior option (the merger was blocked by regulators). $IRBT
www.bbc.com/news/article...
Found on that other site (aka Twitter/X). Hilarious. #magamorons
December 15, 2025 at 3:33 AM
Found on that other site (aka Twitter/X). Hilarious. #magamorons
LEO satellite Internet reviews…
Still amazing to see that almost none of these (otherwise well-informed) articles even mention $ASTS (AST Spacemobile) as an additional option in 2026+:
www.theverge.com/column/83720...
Still amazing to see that almost none of these (otherwise well-informed) articles even mention $ASTS (AST Spacemobile) as an additional option in 2026+:
www.theverge.com/column/83720...
Starlink made ‘work from home’ possible from anywhere — now, I’m ready for a change
Competition is coming, but it might never catch up.
www.theverge.com
December 8, 2025 at 11:56 PM
LEO satellite Internet reviews…
Still amazing to see that almost none of these (otherwise well-informed) articles even mention $ASTS (AST Spacemobile) as an additional option in 2026+:
www.theverge.com/column/83720...
Still amazing to see that almost none of these (otherwise well-informed) articles even mention $ASTS (AST Spacemobile) as an additional option in 2026+:
www.theverge.com/column/83720...