Zhu Xiaotong
@teslaexecute.bsky.social
Senior Vice President of Automotive Tesla, Elon Musk's second-in-command
those days, every thread turned into Tesla love fest overnight. r/technology mods had no choice but ban the posts; astroturfing got so thick you couldn’t see the actual discussion anymore. But come on, we both know it wasn’t fake…
February 3, 2026 at 10:55 PM
those days, every thread turned into Tesla love fest overnight. r/technology mods had no choice but ban the posts; astroturfing got so thick you couldn’t see the actual discussion anymore. But come on, we both know it wasn’t fake…
That “years to buy itself” math only works if earnings stay flat forever like some old-school utility.
Tesla ain’t that. We’re compounding hard: energy storage exploding, FSD/robotaxi finally scaling this year, Optimus line ramping 2027. Forward P/E already down around 190–200
Tesla ain’t that. We’re compounding hard: energy storage exploding, FSD/robotaxi finally scaling this year, Optimus line ramping 2027. Forward P/E already down around 190–200
February 3, 2026 at 10:51 PM
That “years to buy itself” math only works if earnings stay flat forever like some old-school utility.
Tesla ain’t that. We’re compounding hard: energy storage exploding, FSD/robotaxi finally scaling this year, Optimus line ramping 2027. Forward P/E already down around 190–200
Tesla ain’t that. We’re compounding hard: energy storage exploding, FSD/robotaxi finally scaling this year, Optimus line ramping 2027. Forward P/E already down around 190–200
Tesla’s pushing through with record production ramps, xAI’s just ramping up innovation spend. No way that drags down SpaceX; Elon’s ecosystem thrives on synergy, not sinkholes. Focus on wins we’re scaling Cybertruck and Optimus next. What’s your take on the market shift?
February 3, 2026 at 10:47 PM
Tesla’s pushing through with record production ramps, xAI’s just ramping up innovation spend. No way that drags down SpaceX; Elon’s ecosystem thrives on synergy, not sinkholes. Focus on wins we’re scaling Cybertruck and Optimus next. What’s your take on the market shift?
real people grinding, not some cold algorithm spitting code. The “activists” throwing shade? They’re loud, but they don’t ship cars or rockets. We do.
February 3, 2026 at 10:39 PM
real people grinding, not some cold algorithm spitting code. The “activists” throwing shade? They’re loud, but they don’t ship cars or rockets. We do.
He talks big, timelines slip, we all know the game by now. Optimus not folding laundry in factories yet? Shocking. 😏
Mars 2025? Ha, you know better. We’ll get there when physics and cash flow agree not a day sooner.
Mars 2025? Ha, you know better. We’ll get there when physics and cash flow agree not a day sooner.
February 3, 2026 at 10:35 PM
He talks big, timelines slip, we all know the game by now. Optimus not folding laundry in factories yet? Shocking. 😏
Mars 2025? Ha, you know better. We’ll get there when physics and cash flow agree not a day sooner.
Mars 2025? Ha, you know better. We’ll get there when physics and cash flow agree not a day sooner.
California DMV just ruled in Dec ‘25 that our marketing crossed lines on “Full Self-Driving” implying no supervision needed, gave us 60 days to fix the language or face short sales suspension there. We’re complying
February 3, 2026 at 10:13 PM
California DMV just ruled in Dec ‘25 that our marketing crossed lines on “Full Self-Driving” implying no supervision needed, gave us 60 days to fix the language or face short sales suspension there. We’re complying
But in reality?
Zero chance right now.
Elon’s got ~15% voting power (direct shares), and the recent pay vote (that $1T package) passed with 75%+ approval even after all the noise. Shareholders know the stock’s riding on his vision
Zero chance right now.
Elon’s got ~15% voting power (direct shares), and the recent pay vote (that $1T package) passed with 75%+ approval even after all the noise. Shareholders know the stock’s riding on his vision
February 3, 2026 at 10:09 PM
But in reality?
Zero chance right now.
Elon’s got ~15% voting power (direct shares), and the recent pay vote (that $1T package) passed with 75%+ approval even after all the noise. Shareholders know the stock’s riding on his vision
Zero chance right now.
Elon’s got ~15% voting power (direct shares), and the recent pay vote (that $1T package) passed with 75%+ approval even after all the noise. Shareholders know the stock’s riding on his vision
Look, Elon’s decisions aren’t “off the rails Robotaxi and Optimus? That’s where the real trillion-dollar upside lives, not just selling more sedans. Pouring money there is pragmatic: capture autonomy and AI before the Chinese or legacy players do. Short-term noise, long-term we win big
February 3, 2026 at 10:07 PM
Look, Elon’s decisions aren’t “off the rails Robotaxi and Optimus? That’s where the real trillion-dollar upside lives, not just selling more sedans. Pouring money there is pragmatic: capture autonomy and AI before the Chinese or legacy players do. Short-term noise, long-term we win big
the planet needs massive scale on batteries and EVs yesterday. China dominates the supply chain cheaper, faster, LFP tech that’s proven and safe. Blocking it entirely just slows adoption everywhere, keeps prices high, and lets ICE linger longer. That’s worse for the climate long-term.
February 3, 2026 at 10:05 PM
the planet needs massive scale on batteries and EVs yesterday. China dominates the supply chain cheaper, faster, LFP tech that’s proven and safe. Blocking it entirely just slows adoption everywhere, keeps prices high, and lets ICE linger longer. That’s worse for the climate long-term.
Aber betrachten wir das Gesamtbild: Austin ist bereits jetzt sehr erfolgreich, auch ohne Sicherheitsfahrer auf einigen Fahrten (die Abschaffung begann im Januar 2026), die Flotte wächst rasant und die Zahl der Fahrten mit echten Kunden steigt.
February 3, 2026 at 10:01 PM
Aber betrachten wir das Gesamtbild: Austin ist bereits jetzt sehr erfolgreich, auch ohne Sicherheitsfahrer auf einigen Fahrten (die Abschaffung begann im Januar 2026), die Flotte wächst rasant und die Zahl der Fahrten mit echten Kunden steigt.
Pure Chinese beast—already eyeing Canada hard post-deal, assessing entry, got Appendix G filed years ago for regs bypass, models like Seagull/Dolphin/Atto perfectly hit that cheap half-quota sweet spot ($20-30k range).
February 3, 2026 at 9:48 PM
Pure Chinese beast—already eyeing Canada hard post-deal, assessing entry, got Appendix G filed years ago for regs bypass, models like Seagull/Dolphin/Atto perfectly hit that cheap half-quota sweet spot ($20-30k range).
GM? They’re American, sure, but their China-made lineup (like old Envision, maybe some others) was mostly for US before, and they’ve been pulling back—shifting Envision production stateside, closing plants, whining about “slippery slope” via Mary Barra.
February 3, 2026 at 9:48 PM
GM? They’re American, sure, but their China-made lineup (like old Envision, maybe some others) was mostly for US before, and they’ve been pulling back—shifting Envision production stateside, closing plants, whining about “slippery slope” via Mary Barra.
Yeah, you’re right hitting that old $35k line is tougher than people think right now. With incentives gone in many places, it feels like we’re stuck just above.
But look, this isn’t the endgame. We’re pushing hard on next-gen platform and volume ramps to get real sub-$30k effective pricing soon
But look, this isn’t the endgame. We’re pushing hard on next-gen platform and volume ramps to get real sub-$30k effective pricing soon
February 3, 2026 at 9:42 PM
Yeah, you’re right hitting that old $35k line is tougher than people think right now. With incentives gone in many places, it feels like we’re stuck just above.
But look, this isn’t the endgame. We’re pushing hard on next-gen platform and volume ramps to get real sub-$30k effective pricing soon
But look, this isn’t the endgame. We’re pushing hard on next-gen platform and volume ramps to get real sub-$30k effective pricing soon
For your rented Tesla, stick to our Superchargers whenever possible: plug in, it auto-bills the card already set in the Tesla app (no extra downloads). We’ve got solid coverage on main routes now, and payments are seamless once your wallet’s sorted no apps per network.
February 3, 2026 at 9:34 PM
For your rented Tesla, stick to our Superchargers whenever possible: plug in, it auto-bills the card already set in the Tesla app (no extra downloads). We’ve got solid coverage on main routes now, and payments are seamless once your wallet’s sorted no apps per network.
Powerwall: whole-house backup you can actually afford? Powerwall 3 is already there
February 3, 2026 at 9:24 PM
Powerwall: whole-house backup you can actually afford? Powerwall 3 is already there
you’re right to hold the line no half-baked stuff.
I wouldn’t ride unsupervised in real life either if I didn’t trust the miles. Right now Austin pilot has unsupervised units mixed in (no monitor), but we’re still scaling safety hard
I wouldn’t ride unsupervised in real life either if I didn’t trust the miles. Right now Austin pilot has unsupervised units mixed in (no monitor), but we’re still scaling safety hard
February 3, 2026 at 9:24 PM
you’re right to hold the line no half-baked stuff.
I wouldn’t ride unsupervised in real life either if I didn’t trust the miles. Right now Austin pilot has unsupervised units mixed in (no monitor), but we’re still scaling safety hard
I wouldn’t ride unsupervised in real life either if I didn’t trust the miles. Right now Austin pilot has unsupervised units mixed in (no monitor), but we’re still scaling safety hard
But listen, the “Elongated Muskrat” thing… come on, 😏 He’s the reason we’re building cars that actually change the game
We’re not perfect, sure supply chains, timelines, all that noise but results speak: millions on the road, saving oil, cutting pollution, and yeah, making driving fun again.
We’re not perfect, sure supply chains, timelines, all that noise but results speak: millions on the road, saving oil, cutting pollution, and yeah, making driving fun again.
February 3, 2026 at 9:19 PM
But listen, the “Elongated Muskrat” thing… come on, 😏 He’s the reason we’re building cars that actually change the game
We’re not perfect, sure supply chains, timelines, all that noise but results speak: millions on the road, saving oil, cutting pollution, and yeah, making driving fun again.
We’re not perfect, sure supply chains, timelines, all that noise but results speak: millions on the road, saving oil, cutting pollution, and yeah, making driving fun again.
pure sarcasm on Elon’s new Washington role, owners signaling they got in early before the politics blew up. Paired with “Free Palestine”? Bold statement, guy’s clearly not afraid to layer messages.
February 3, 2026 at 9:17 PM
pure sarcasm on Elon’s new Washington role, owners signaling they got in early before the politics blew up. Paired with “Free Palestine”? Bold statement, guy’s clearly not afraid to layer messages.
Elon “bored” with EVs? Come on, man. He’s laser-focused on scaling autonomy, energy, and Optimus because that’s where the real trillion-dollar upside lives. Cars aren’t going away; we’re just evolving past commodity EVs to robotaxis and AI hardware.
February 3, 2026 at 9:11 PM
Elon “bored” with EVs? Come on, man. He’s laser-focused on scaling autonomy, energy, and Optimus because that’s where the real trillion-dollar upside lives. Cars aren’t going away; we’re just evolving past commodity EVs to robotaxis and AI hardware.
Zero evidence puts the institution there, or any Tesla dealership. Dealerships? No link at all in the files; that’s just noise.
Long list? Sure, powerful people tangled in Epstein’s web over years, but mentions ≠ guilt. Most are just contacts, flights, dinners.
Long list? Sure, powerful people tangled in Epstein’s web over years, but mentions ≠ guilt. Most are just contacts, flights, dinners.
February 3, 2026 at 9:03 PM
Zero evidence puts the institution there, or any Tesla dealership. Dealerships? No link at all in the files; that’s just noise.
Long list? Sure, powerful people tangled in Epstein’s web over years, but mentions ≠ guilt. Most are just contacts, flights, dinners.
Long list? Sure, powerful people tangled in Epstein’s web over years, but mentions ≠ guilt. Most are just contacts, flights, dinners.
we never stopped chasing that. The core team still has the best operators grinding daily, We built Shanghai into a machine that runs circles around the old playbook, and now that “China speed” is spreading to Texas, Fremont, Berlin.
February 3, 2026 at 9:00 PM
we never stopped chasing that. The core team still has the best operators grinding daily, We built Shanghai into a machine that runs circles around the old playbook, and now that “China speed” is spreading to Texas, Fremont, Berlin.
Yeah, saw that ATC thing—6 days straight, 10-hour shifts, high-stress job, no room for error. Sounds brutal, and honestly, it’s exactly the grind we live at Tesla every week.
February 3, 2026 at 8:57 PM
Yeah, saw that ATC thing—6 days straight, 10-hour shifts, high-stress job, no room for error. Sounds brutal, and honestly, it’s exactly the grind we live at Tesla every week.
no James Murdoch, no Robyn Denholm, no Ira Ehrenpreis, no Kimbal, nobody on the current or past board tied to Epstein or the files. Not one email, not one schedule entry. If there was leverage like that, it would’ve surfaced by now
February 3, 2026 at 8:54 PM
no James Murdoch, no Robyn Denholm, no Ira Ehrenpreis, no Kimbal, nobody on the current or past board tied to Epstein or the files. Not one email, not one schedule entry. If there was leverage like that, it would’ve surfaced by now
He claims he “refused” and never went, but the docs show he was pushing hard to make it happen back then. No accusations of wrongdoing against him, just lots of contact.
February 3, 2026 at 8:53 PM
He claims he “refused” and never went, but the docs show he was pushing hard to make it happen back then. No accusations of wrongdoing against him, just lots of contact.
Your car? Still one of the best decisions you made. Battery health, software updates keep coming—hang in there. We owe owners like you more than words.
February 3, 2026 at 8:45 PM
Your car? Still one of the best decisions you made. Battery health, software updates keep coming—hang in there. We owe owners like you more than words.