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
"It's like having a money printer on your roof..."
-Elon Musk
$TSLA $TSLAQ
-Elon Musk
$TSLA $TSLAQ
Tesla faces class action over Powerwall recall that leaves people with bricked batteries
Tesla faces class action over Powerwall recall that leaves people with bricked batteries
Tesla’s poorly handled Powerwall 2 recall is now turning into a potential class action lawsuit over for leaving people with bricked batteries until Tesla replaces them.
more…
electrek.co
November 28, 2025 at 1:11 PM
"It's like having a money printer on your roof..."
-Elon Musk
$TSLA $TSLAQ
-Elon Musk
$TSLA $TSLAQ
Reposted by Tales From The Future
Now only did White House pool reporters not stick up for their colleague who Trump repeatedly called “stupid” but you can hear them thanking Trump a few minutes later after he ended the Q&A. Sad stuff.
November 28, 2025 at 8:58 PM
Now only did White House pool reporters not stick up for their colleague who Trump repeatedly called “stupid” but you can hear them thanking Trump a few minutes later after he ended the Q&A. Sad stuff.
And in other unsurprising news:
“Newly released facts from Social Security demolish Elon Musk’s fraud claims — again”
$TSLA $TSLAQ
www.marketwatch.com/story/the-fa...
“Newly released facts from Social Security demolish Elon Musk’s fraud claims — again”
$TSLA $TSLAQ
www.marketwatch.com/story/the-fa...
Newly released facts from Social Security demolish Elon Musk’s fraud claims — again
We taxpayers are still waiting for our $1 trillion of annual savings. This latest report shows we will be waiting a long time. Until eternity, actually.
www.marketwatch.com
November 29, 2025 at 1:44 AM
And in other unsurprising news:
“Newly released facts from Social Security demolish Elon Musk’s fraud claims — again”
$TSLA $TSLAQ
www.marketwatch.com/story/the-fa...
“Newly released facts from Social Security demolish Elon Musk’s fraud claims — again”
$TSLA $TSLAQ
www.marketwatch.com/story/the-fa...
Reposted by Tales From The Future
I’m sure this is in line with what he’s been saying on the earnings calls. 60 robotaxis in one city! The leader in autonomous driving - $1.4 trillion valuation electrek.co/2025/11/26/e...
Elon Musk slashes Tesla Robotaxi fleet goal from 500 to ~60 in Austin
Elon Musk announced last night that Tesla is planning to “roughly double” its Robotaxi fleet in Austin next month. While...
electrek.co
November 27, 2025 at 3:04 AM
I’m sure this is in line with what he’s been saying on the earnings calls. 60 robotaxis in one city! The leader in autonomous driving - $1.4 trillion valuation electrek.co/2025/11/26/e...
Interesting interview with the CEO of $RKLB.
(Disc.: Long-term investor in that company, trimmed my position in Oct 2025 since the overall stock market valuations became frothy imo. I still believe that $RKLB & $ASTS are going places in the space sector).
arstechnica.com/space/2025/1...
(Disc.: Long-term investor in that company, trimmed my position in Oct 2025 since the overall stock market valuations became frothy imo. I still believe that $RKLB & $ASTS are going places in the space sector).
arstechnica.com/space/2025/1...
Rocket Lab chief opens up about Neutron delays, New Glenn’s success, and NASA science
“In the end of the day, NASA has to capture the public’s imagination.”…
arstechnica.com
November 25, 2025 at 1:31 PM
Interesting interview with the CEO of $RKLB.
(Disc.: Long-term investor in that company, trimmed my position in Oct 2025 since the overall stock market valuations became frothy imo. I still believe that $RKLB & $ASTS are going places in the space sector).
arstechnica.com/space/2025/1...
(Disc.: Long-term investor in that company, trimmed my position in Oct 2025 since the overall stock market valuations became frothy imo. I still believe that $RKLB & $ASTS are going places in the space sector).
arstechnica.com/space/2025/1...
Why do entire engineering teams leave the company in droves IF (!) Tesla really has the most advanced humanoid robotics unit on the planet with Optimus?
Strange, isn’t it? /s
$TSLA $TSLAQ #timestamp
Strange, isn’t it? /s
$TSLA $TSLAQ #timestamp
Tesla is bleeding AI talent to a small new robotics start-up
Tesla is bleeding AI talent to a small new robotics start-up
Tesla’s AI and robotics divisions are facing a significant “brain drain” as a stealth startup called Sunday Robotics emerges with a roster of engineers from Tesla’s Optimus and Autopilot teams.
more…
electrek.co
November 25, 2025 at 12:55 AM
Why do entire engineering teams leave the company in droves IF (!) Tesla really has the most advanced humanoid robotics unit on the planet with Optimus?
Strange, isn’t it? /s
$TSLA $TSLAQ #timestamp
Strange, isn’t it? /s
$TSLA $TSLAQ #timestamp
Michael Burry resurfacing on Substack:
“Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund”
www.cnbc.com/2025/11/24/m...
“Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund”
www.cnbc.com/2025/11/24/m...
Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund
"The Big Short" investor is capitalizing on the massive audience he's built on X, where 1.6 million followers have long parsed his cryptic posts.
www.cnbc.com
November 24, 2025 at 3:28 PM
Michael Burry resurfacing on Substack:
“Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund”
www.cnbc.com/2025/11/24/m...
“Michael Burry launches newsletter to lay out his AI bubble views after deregistering hedge fund”
www.cnbc.com/2025/11/24/m...
You simply couldn’t make this up. See screenshots below.
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
November 21, 2025 at 1:40 AM
You simply couldn’t make this up. See screenshots below.
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
Grok is the worst and slimiest propaganda AI bot ever. Manipulated to serve and praise Master Elon 24/7.
#timestamp $TSLA $TSLAQ #teslatakedown
Color me surprised :)
“As usual with Tesla timelines, we are seeing a significant slip from the previously promised timeline….”
Robotaxis won’t work with AI4 HW, as simple as that. $TSLA $TSLAQ
Waymo and others will expand their lead in 2026.
electrek.co/2025/11/20/t...
“As usual with Tesla timelines, we are seeing a significant slip from the previously promised timeline….”
Robotaxis won’t work with AI4 HW, as simple as that. $TSLA $TSLAQ
Waymo and others will expand their lead in 2026.
electrek.co/2025/11/20/t...
Tesla delays next-gen AI5 chip to mid-2027, Cybercab will launch on AI4 hardware
Tesla CEO Elon Musk has confirmed that the next-gen self-driving computer, known as AI5, will not be available in volume until mid-2027.
electrek.co
November 20, 2025 at 5:30 PM
Color me surprised :)
“As usual with Tesla timelines, we are seeing a significant slip from the previously promised timeline….”
Robotaxis won’t work with AI4 HW, as simple as that. $TSLA $TSLAQ
Waymo and others will expand their lead in 2026.
electrek.co/2025/11/20/t...
“As usual with Tesla timelines, we are seeing a significant slip from the previously promised timeline….”
Robotaxis won’t work with AI4 HW, as simple as that. $TSLA $TSLAQ
Waymo and others will expand their lead in 2026.
electrek.co/2025/11/20/t...
Reposted by Tales From The Future
reminder that Donald Trump said on the record that he partied with his buddy Jeffrey Epstein and women “on the younger side” and yet we’re pretending like the natural of their relationship is some big mystery
November 19, 2025 at 8:15 PM
reminder that Donald Trump said on the record that he partied with his buddy Jeffrey Epstein and women “on the younger side” and yet we’re pretending like the natural of their relationship is some big mystery
He didn’t crack…yet ;)
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
November 19, 2025 at 9:49 PM
He didn’t crack…yet ;)
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
Someone send him a free black leather jacket signed by Jen-Hsun Huang. $NVDA
Reposted by Tales From The Future
I’m old enough to remember when Teslarians claimed that “Waymo can’t scale”. $GOOG
Well, it does scale - while new autonomous competitors like Zoox are starting to offer public rides in the US.
Tesla has no moat - and still doesn’t / can’t offer rides without a safety monitor.
$TSLA $TSLAQ
Well, it does scale - while new autonomous competitors like Zoox are starting to offer public rides in the US.
Tesla has no moat - and still doesn’t / can’t offer rides without a safety monitor.
$TSLA $TSLAQ
Waymo announces expansion: autonomous rides coming to Miami, Dallas, Houston, and more
Waymo announces expansion: autonomous rides coming to Miami, Dallas, Houston, and more
Waymo is significantly accelerating its rollout. After years of slow and methodical expansion, the Alphabet-owned company is now moving at a faster speed, announcing today that it is bringing its autonomous driving technology to five new major cities, starting with Miami.
This comes just days after the company finally unlocked driverless freeway rides for passengers in its core markets.
more…
electrek.co
November 18, 2025 at 7:25 PM
I’m old enough to remember when Teslarians claimed that “Waymo can’t scale”. $GOOG
Well, it does scale - while new autonomous competitors like Zoox are starting to offer public rides in the US.
Tesla has no moat - and still doesn’t / can’t offer rides without a safety monitor.
$TSLA $TSLAQ
Well, it does scale - while new autonomous competitors like Zoox are starting to offer public rides in the US.
Tesla has no moat - and still doesn’t / can’t offer rides without a safety monitor.
$TSLA $TSLAQ
Reposted by Tales From The Future
November 14, 2025 at 8:30 PM
Reposted by Tales From The Future
IBD - Tesla Stock Sells Off As Biggest Supporter Cuts Stake For Four Straight Sessions
Comment: "Wasn't she saying for years now that $TSLA will hit $2,000? Right before the AGM she was still telling people to buy it and was planning for sure to cut her stake. Why if it's going to $2,000?"
#Tesla
Comment: "Wasn't she saying for years now that $TSLA will hit $2,000? Right before the AGM she was still telling people to buy it and was planning for sure to cut her stake. Why if it's going to $2,000?"
#Tesla
Cathie Wood Cuts Tesla Stake In Four Straight Sessions
Tesla is down more than 5% in November.
www.investors.com
November 13, 2025 at 5:32 PM
IBD - Tesla Stock Sells Off As Biggest Supporter Cuts Stake For Four Straight Sessions
Comment: "Wasn't she saying for years now that $TSLA will hit $2,000? Right before the AGM she was still telling people to buy it and was planning for sure to cut her stake. Why if it's going to $2,000?"
#Tesla
Comment: "Wasn't she saying for years now that $TSLA will hit $2,000? Right before the AGM she was still telling people to buy it and was planning for sure to cut her stake. Why if it's going to $2,000?"
#Tesla
Reposted by Tales From The Future
My latest at Substack ponders whether Tesla, at Musk's urging and despite shareholder resistance, will invest in xAI.
montanaskeptic.substack.com/p/teslas-ann...
montanaskeptic.substack.com/p/teslas-ann...
Tesla's Annual Meeting: The Disgrace and The Drama
Tesla's board and its shareholders appear happy to reward Musk for destroying his car company. But they may draw the line at allowing him to raid Tesla's stash of cash to fund xAI.
montanaskeptic.substack.com
November 14, 2025 at 6:52 PM
My latest at Substack ponders whether Tesla, at Musk's urging and despite shareholder resistance, will invest in xAI.
montanaskeptic.substack.com/p/teslas-ann...
montanaskeptic.substack.com/p/teslas-ann...
Reposted by Tales From The Future
“Elon Musk says he has mapped out a plan to put a 100 gigawatts per year of solar-powered AI satellites into orbit.”
So much techno mumbo-jumbo vaporware in one sentence.
But his investors (incl. Ron Baron) continue to eat up this word salad. Sad.
$TSLA $TSLAQ #timestamp
x.com/niccruzpatan...
So much techno mumbo-jumbo vaporware in one sentence.
But his investors (incl. Ron Baron) continue to eat up this word salad. Sad.
$TSLA $TSLAQ #timestamp
x.com/niccruzpatan...
Nic Cruz Patane on X: "Elon Musk says he has mapped out a plan to put a 100 gigawatts per year of solar-powered AI satellites into orbit. “We see a path to putting a hundred gigawatts per year of solar powered Al satellite into orbit, and having this be actually the lowest cost way to power and https://t.co/2PyOSIXErr" / X
Elon Musk says he has mapped out a plan to put a 100 gigawatts per year of solar-powered AI satellites into orbit. “We see a path to putting a hundred gigawatts per year of solar powered Al satellite into orbit, and having this be actually the lowest cost way to power and https://t.co/2PyOSIXErr
x.com
November 14, 2025 at 8:25 PM
“Elon Musk says he has mapped out a plan to put a 100 gigawatts per year of solar-powered AI satellites into orbit.”
So much techno mumbo-jumbo vaporware in one sentence.
But his investors (incl. Ron Baron) continue to eat up this word salad. Sad.
$TSLA $TSLAQ #timestamp
x.com/niccruzpatan...
So much techno mumbo-jumbo vaporware in one sentence.
But his investors (incl. Ron Baron) continue to eat up this word salad. Sad.
$TSLA $TSLAQ #timestamp
x.com/niccruzpatan...
Captain Saylor is going down with the ship. $MSTR
BBG: STRATEGY IS BUYING `QUITE A LOT OF BITCOIN,' SAYLOR SAYS
BBG: STRATEGY IS BUYING `QUITE A LOT OF BITCOIN,' SAYLOR SAYS
November 14, 2025 at 2:02 PM
Captain Saylor is going down with the ship. $MSTR
BBG: STRATEGY IS BUYING `QUITE A LOT OF BITCOIN,' SAYLOR SAYS
BBG: STRATEGY IS BUYING `QUITE A LOT OF BITCOIN,' SAYLOR SAYS
Musk fanboys kept telling me that nobody could catch up to SpaceX?!
Blue Origin, $RKLB & Stoke Nova (maybe even Relativity 🚀) will all rival the Falcon 9 before the end of the decade - while SpaceX Starship has no demand for its oversized payload (once it works reliably, still an open questions).
Blue Origin, $RKLB & Stoke Nova (maybe even Relativity 🚀) will all rival the Falcon 9 before the end of the decade - while SpaceX Starship has no demand for its oversized payload (once it works reliably, still an open questions).
Breaking News: Blue Origin, the space company founded by Jeff Bezos, landed a booster from its New Glenn orbital rocket, matching a feat so far only achieved by SpaceX.
Blue Origin Lands Booster After Rocket Launch and Matches SpaceX’s Feat
The lower half of the New Glenn rocket set down on a platform in the Atlantic Ocean after lifting a small NASA Mars mission to space.
nyti.ms
November 14, 2025 at 9:02 AM
Musk fanboys kept telling me that nobody could catch up to SpaceX?!
Blue Origin, $RKLB & Stoke Nova (maybe even Relativity 🚀) will all rival the Falcon 9 before the end of the decade - while SpaceX Starship has no demand for its oversized payload (once it works reliably, still an open questions).
Blue Origin, $RKLB & Stoke Nova (maybe even Relativity 🚀) will all rival the Falcon 9 before the end of the decade - while SpaceX Starship has no demand for its oversized payload (once it works reliably, still an open questions).
A valuation of $200+ billion for XAI looks completely insane:
“Musk’s xAI raises $15 billion in latest funding round”
I guess Elon Musk will use this fantasy number to further prop up Tesla’s valuation as well.
Bubble recognizes bubble.
$TSLA $TSLAQ
www.cnbc.com/2025/11/13/m...
“Musk’s xAI raises $15 billion in latest funding round”
I guess Elon Musk will use this fantasy number to further prop up Tesla’s valuation as well.
Bubble recognizes bubble.
$TSLA $TSLAQ
www.cnbc.com/2025/11/13/m...
Musk's xAI raises $15 billion in latest funding round
The funding round adds $5 billion to the $10 billion funding round reported in September, which valued the startup at $200 billion.
www.cnbc.com
November 13, 2025 at 3:21 PM
A valuation of $200+ billion for XAI looks completely insane:
“Musk’s xAI raises $15 billion in latest funding round”
I guess Elon Musk will use this fantasy number to further prop up Tesla’s valuation as well.
Bubble recognizes bubble.
$TSLA $TSLAQ
www.cnbc.com/2025/11/13/m...
“Musk’s xAI raises $15 billion in latest funding round”
I guess Elon Musk will use this fantasy number to further prop up Tesla’s valuation as well.
Bubble recognizes bubble.
$TSLA $TSLAQ
www.cnbc.com/2025/11/13/m...
AI frenzy:
“For context, those 3 years of $1.55tn of capex from just these five companies is the equivalent of 17.2 per cent of ALL capex by American companies across 2021, the last year before the AI boom really started. We’re soon going to be able to make a lot of cat videos.”
“For context, those 3 years of $1.55tn of capex from just these five companies is the equivalent of 17.2 per cent of ALL capex by American companies across 2021, the last year before the AI boom really started. We’re soon going to be able to make a lot of cat videos.”
November 9, 2025 at 6:57 PM
AI frenzy:
“For context, those 3 years of $1.55tn of capex from just these five companies is the equivalent of 17.2 per cent of ALL capex by American companies across 2021, the last year before the AI boom really started. We’re soon going to be able to make a lot of cat videos.”
“For context, those 3 years of $1.55tn of capex from just these five companies is the equivalent of 17.2 per cent of ALL capex by American companies across 2021, the last year before the AI boom really started. We’re soon going to be able to make a lot of cat videos.”
Reposted by Tales From The Future
becky knows- without meeting most targets laid out for him by the board, Musk could still get more than $50B (by hitting a handful of the more attainable goals). there’s also a list of “covered events” that allow Musk to get shares without meeting operational milestones. www.cnbc.com/2025/11/06/t...
Tesla says shareholders approve Musk's $1 trillion pay plan with over 75% voting in favor
Tesla shareholders approved CEO Elon Musk's historic pay package at the company's annual shareholders meeting in Austin, Texas.
www.cnbc.com
November 7, 2025 at 3:39 PM
becky knows- without meeting most targets laid out for him by the board, Musk could still get more than $50B (by hitting a handful of the more attainable goals). there’s also a list of “covered events” that allow Musk to get shares without meeting operational milestones. www.cnbc.com/2025/11/06/t...
Reposted by Tales From The Future
Chris Coons: "He's not listening to concerns about lowering costs. Instead he's worried about decorating his new Marie Antoinette ballroom or engaging in trying to figure out how to get his name on more statues and stadiums, or he's sitting across the table in the Oval Office with authoritarians."
November 8, 2025 at 10:51 PM
Chris Coons: "He's not listening to concerns about lowering costs. Instead he's worried about decorating his new Marie Antoinette ballroom or engaging in trying to figure out how to get his name on more statues and stadiums, or he's sitting across the table in the Oval Office with authoritarians."