Thoughts on the 2028 Tesla Roadster Reveal

Thoughts on the 2028 "Flying" Tesla Roadster Reveal

On November 21, 2109, Elon Musk showed off Tesla's then upcoming all-new 2nd generation Roadster, but never brought it to market. Many customers were disappointed the "middle" model Roadster never made it to market.

Then, after what seemed like an eternity, Tesla today (October 15, 2026), finally showed off an all-new Roadster design with Elon Musk announcing it would finally go into production in 2028. So that means, if Tesla actually delivers on Elon's most recent promise, it will have taken the better part of a decade for them to finally deliver... 

Pictured above we see the all-new Tesla Roadster, which looks pretty awesome. Back on Monday, April 14, 2025 I published the image below of a Tesla Cyber Roadster concept with my JAKEe Rear Sail Pyramid Window, which ended up being somewhat similar to the all-new Roadster:

The side profile of the new Tesla Roadster looks like a really modern Lamborghini, and it features pop up doors.

It's very likely if you are reading this you already watched the Tesla Roadster Event, but I shared an HD version below in case you want to watch it again.

There is no doubt the event was mesmerizing to say the least...

What it's NOT

The all-new Tesla Roadster is NOT a flying car, per se. Yes. It can levitate and jump over things, but how in God's name would a driver safely control such actions, and with what? With the steering wheel, or with Grok? "Hey Grok, do a kick-flip over those 7 cars!?!!"

The vehicle pictured below is NOT street legal (for obvious reasons).

Not available for purchase and delivery until 2028 at the soonest, if ever.

What it Is

The Tesla roadster is an AMAZING R&D showcase that pushes the envelope hardcore on state of the art technology.

So what are my thoughts on this fascinating beast!?!! I think all the new technology is very, very interesting, but personally, I have no interest in owning or driving one, as I don't really like sports cars, as they are very low to the ground, with almost zero functional utility. 

I mean, it might be fun to drive one for a day or two, just to check out the tech, but for an everyday driver, I have zero interest in driving a sports car, even if it's a Tesla Roadster.

The version of the Tesla Roadster they showcased during the event features an air tank located behind the drivers seat, which eliminates any trunk space.

Above we get a clearer picture of the air tank. Tesla said it currently takes about 8 hours to charge this tank up, and then it only lasts for a few seconds of flying or hard acceleration. The prototype they showed off features all kinds of bizarre features, like a plug in windshield wiper, meaning if it rains, the user would need to somehow install a temporary windshield wiper manually, which reminds me of the original Ford Model T's which required hand cranking to start the engine.

To my way of thinking, the new Tesla Roadster seems like a Rube Goldberg machine—meaning it's super high maintenance, for little extra performance, not to mention its NOT street legal, so what's the point!?!!

In the final analysis, I find the Tesla Roadster to be like Star Wars, in the sense I enjoy watching and immersing myself in a sci-fi world, but would not be interested in living it that world.

There is no question the new Roadster is a R&D technological marvel with valuable learning that will likely trickle down into future Tesla vehicles, and it's obviously waaaaay cooooool looking....

Tesla didn't cover much of the technological attributes of the Roadster at the live event, but the following videos offer a great deal of insight into how the Roadster is engineered...

CyberTruck v. Model Y

 

CyberTruck v. Model Y

I totally agree 1000% with everything this dude says...

Jason Oppenheim Switches from Bentley to Tesla Model Y

 

Jason Oppenheim 

Switches from Bentley to Tesla Model Y

Jason Oppenheim is the star of the amazing Netflix show named, Selling Sunset, and he's known for having excellent taste in all things, including real estate, watches and cars. He recently posted this video telling the story about how he just woke up the tremendous value proposition of Tesla, which makes perfect sense.

Tesla Model YL: My Initial Impressions

Tesla Model YL
My Initial Impressions 

When I first saw the Model YL released in China, I thought it was interesting, but I dismissed it. Then, a few days ago, I was one of the first people in the U.S. to test drive a Model YL, and I was STUNNED!!!!!

I think the Model YL is a great Model X replacement in many ways. Ironically, the Model YL is 3 inches shorter and 3 inches narrower than the Model Y, but it's approximately the same height, yet the wheelbase on the YL is 7 inches longer. Speaking of the Model X, people either love or hate the falcon wings door. I happen to hate them as they have driven me crazy for years, so I am really happy to see the Model YL has regular rear side doors.

Model YL Interior 

I was really, really impressed with how the Model YL drove, and with it's 0-60 in 4.2 seconds, accelerates almost as quickly as a CyberTruck, not to mention it has roughly the same range at 332 miles. When I drove in FSD mode, it was superb, and my understanding is that it drives identically to a standard Model Y. Speaking of which, the FSD is noticeably better on the YL than it is on the CyberTruck, as it seems more confident and dialed in.

The interior of the Model YL blew my mind with the left of detail and refinement. To begin with, it looks fantastic, and to my way of thinking it looks like the cockpit of a super futuristic sports car. The seats were the most comfortable Tesla seats that I have ever sat in, and it features adjustable headrests that can be adjusted up and down manually. Also, the seats, including the headrests were softer and more luxurious than any other Tesla seat I have ever sat in.

The second row seats, which are in the middle of the vehicle, were surprisingly comfortable and also have the soft cushioned adjustable headrests. The two captains chairs also have a new feature seen below where armrests pop up, which the Model X never had. Most importantly these seats can move back pretty far, and can also recline far more than they ever did in the Model X.

I was shocked with how much room there was with the third row seats, which feature cupholders, USB-C chargers, and vents. I wouldn't want to sit in the third row on a long road trip, but I think they could work really well for seating children.

I took the photo below of the Model YL in a Tesla showroom, and it really looks like a Model X, and a Model S had a baby.

The Model YL has the best sound system I have ever heard in a Tesla, and it blows away the sound quality in the CyberTruck. Also, the YL has the best build quality of any Tesla I have EVER driven. As a designer, I can tell that Franz and his team, really dialed in every detail in the YL.

Cosmic Silver Tesla Model YL pictured above

The rear spoiler on the Model YL is so efficient and aerodynamic, it increases range by 15 miles, and it looks pretty rad...

Just like the CyberTruck, the Model YL supports bi directional charging, although neither one can currently work with a Tesla Powerwall battery, which is terribly unfortunate, but hopefully they will figure it out sometime soon.

Below are several Tesla Model YL reviews that are excellent.

 

Lambo Orange CyberTruck

Downtown Santa Barbara

I took this photo in Santa Barbara of a Matte Lambo Orange CyberTruck, which completely took my breath away when I saw it. It's subtle but I noticed right was that this CyberTruck has the OEM Tesla Lighter which looks so cool.

Of course I had to ad my JAKEeWRAP rear triangle window panel to complete the pyramid shape, which I added to the image above, and of course the photo below was how it originally looked. I not only added the rear sail panel wrap on the image above, but most importantly to achieve the true JAKEeWRAP look, I also added the same black wrap to the flat surface of the window sill where all three side windows intersect with the stainless steel door panel, which make a huge difference for the better. I think it looks a thousand time better with me rear sail wrap panel. The first time I saw this color combo, was about a year ago, and I published a story on it.

Do I like this color combination as much as I like the actual two tone JAKEeWRAP (as seen below) on my CyberTruck pictured below? Almost. I would say if my two tone is a 100 on a scale from 1 to 100, the Lambo Orange is a strong 99.

Lars Moravy Interview

Lars Moravy Interview 

Herbert and Jeff Lutz sit down with Tesla VP and head of Engineering for Tesla and have an AMAZING conversation...

Tesla Diner Review by James May

Tesla Diner Review by James May
"A day without laughter is a wasted day." 
—Pablo Picasso

Toyota & Fort Copying Tesla's Playbook

Amazing Documentary!!! 
Toyota & Fort Copying Tesla's Playbook 

The episode below of Connecting The Dots is AMAZINGLY articulate and informative regarding how Ford and Toyota are attempting to copy Elon's playbook in order to survive. I have been arguing for the past 8 years, that it was crystal clear to me that Elon had the entire automotive industry in checkmate, and ever since then, we have been seeing this reality slowly become more and more obvious. Can Toyota and Ford actually compete with Tesla? In my opinion, I would say no, as I think the only thing they can do is postpone the inevitable. Why? Lack of FSD, If you want to learn much more about the reality of how and why Tesla has the entire automobile industry in check mate, watch this amazing video!!!

Ferrari LUCE Ferrari's "NEW COKE: Moment

Ferrari LUCE

Ferrari's NEW COKE Moment

Decades ago, as a clothing designer, an associate quipped, “Nobody does it like the Italians! They’re the absolute masters of luxury—so much so, they do British better than the British.”

Puzzled, I asked him to explain. He continued: “The British have their herringbone wool sports jackets with suede elbow patches, but Italians elevate them with cashmere blends that eliminate itch and softer patches for true comfort.”

This feels especially fitting now: a Brit (Jony Ive) reinterpreting Italian design for Ferrari’s new Luce.

Ferrari recently introduced their first all-electric EV vehicle, designed by former Apple lead designer, Jony Ive and it has been met with a great deal of resistance from EV and ICE enthusiasts. I published a super detailed article on RolexMagazine.com which goes into great detail on this new Ferrari, which I highly recommend reading.

In my article I pointed out that the Ferrari is almost identical in length, width, and wheelbase as the outgoing Tesla Model S, but it's .5 seconds slower doing 0-60 than the PLAID, yet it costs a whopping $640,000!?!!

In my article on RolexMagazine I basically point out that  the Ferrari LUCE is essentially Ferrari's attempt and making their own Model S. the only significant improvements are that the LUCE is 4.5 inches taller than a Tesla Model S, and it appears to perhaps be a little bit more cab forward in the front. In my article I pointed out that I recognized the core silhouette looked remarkably similar to the Model S as seen above and as a result I put together the render below, which looks much better to me that the LUCE.

I referenced and shared the video in my article to the render below that somebody created for how they thought the LUCE should look, and I agree 1000% that if Ferrari replaced the current model with an updated version that looked like the one below it would be a huge hit.

Beauty is Skin Deep

I am madly mostly in love with my CyberTruck, although there is certainly room for improvement, but I like it waaaay better than my two prior Model S Tesla vehicles I have owned. So here is an interesting thought experiment. "What if anything could get me to want to replace my CyberTruck with a Ferrari LUCE?" First of all, it would have to look like the render pictured above in red and black.

So let's say Ferrari made me an offer and said, "We will give you a Ferrari LUCE for free, but you can't sell it and you have to give up your CyberTruck, would I take the offer? Not a chance in hell. But what if they offered me a significantly updated version that looks really cool like the render I showed up above the photo of my actual JAKEeWRAP CyberTruck? Nope, and here are some of the serious impediments and why:

• The Price is way too high at $640K. This would stop me dead in my tracks as it offers or horrible value proposition, or value for money.
• Keyless/Fobless: My CyberTruck is Keyless, meaning I can use my iPhone like a key to do everything. The Ferrari uses a cool looking thick key fob, which I would never want to have to carry around with me.
• Lack of FSD: I mentioned earlier that in my opinion as a designer, the Ferrari LUCE is essentially Ferrari's version of a model S, but much more like a 2012 Model S, in the sense the Ferrari lacks FSD, which make it a complete non-starter for me.
• User Interface: I think there are some interesting design details on the Ferrari, but overall I find the User Interface to be ridiculously complex with way too many unnecessary buttons and levers that add complexity and visual noise.
• Back Seat: The Ferrari copied the back of the Model S with the single screen on center, which I dislike. I think all Tesla's should have screens on the back of each front seat instead. Also, the back seat of the Ferrari doesn't seem to have any cool video features.
• Lack of Grok: Obviously the Ferrari lack a build in AI assistant, which is very 2012.
• Lack of Frunk: The Ferrari lacks a Frunk, which is lame, and the overall cargo capacity of the Ferrari LUCE leaves a great deal to be desired.
• Drive by Wire: The new state of the art Ferrari lacks any really technological innovation, including features like drive by wire, or 4 wheel steering.
• Too Low: I love how high up I sit in my CyberTruck, and I didn't like how low my Model S was.
• Performance: For $640K, the sales tax alone would cost more than it would cost to purchase a used Tesla Model S Plaid, which would outperform the Ferrari LUCE in 0-60, which is lame. For $640K I would expect much better performance.
• Supercharger Network: Ferrari, as of this writing is not on the Tesla Supercharger network, so if I owned one and wanted to drive from San Francisco to Los Angeles, I would have to rely on EVGo or other interior EV charging solutions. Yuck!!!!!

So just to conclude, I think the Ferrari LUCE is a complete non-starter, and I would not one at any price, even if it was free, as I think the standard $80K CyberTruck, which costs just a little more than the sales tax alone on the Ferrari destroys it. To sum it up, I would say there is no real or meaningful innovation in the Ferrari LUCE, which I find to be very disappointing as I would expect much more from Ferrari and Jony Ive.

The incoming Ferrari LUCE is almost identical to the outgoing Tesla Model S in length, width and wheelbase, with the exception being the LUCE is 4.5 inches taller. This was very smart as the Tesla Model S was always way too low of a sedan, as it was low like a Ferrari sports car, which made getting in and out a pain.

Comparing the LUCE to the Model S, made me wonder what it might look like without that bizarro front (pictured in blue above) air intake shell, especially after carefully studying the silhouette of the Ferrari LUCE underbody which is pictured below. I will point out I could not help but notice the LUCE lacks a front trunk "Frunk", which the Tesla Model S has famously always featured.

I ended up creating the rendering below, which removes all the goofy blue cover, exposing the underbody while using its lines. Doing so makes it much more masculine. In my opinion, we end up with a Tesla Model S looking Ferrari LUCE. In other words, it appears to my way of thinking as as designer that Ferrari made their own version of a Model S sedan, but styled it way differently to make it NOT look like a Tesla Model S. In my opinion, if Ferrari had simply made it look like this, it would have been a HUGE HIT!!!!!

Ferrari's Perfect Solution

It turns out I am not the only person to consider this, as we see in the renders in the video below, that shows much, much, much better lines on the Ferrari LUCE. I think this dudes renders look way better than mine, and a ZILLION times better than the actual Ferrari LUCE. I would go so far as to say the LUCE represents Ferrari's NEW COKE moment. If I were Ferrari, my top priority would be to redesign and retool to update the LUCE to look like this beauty!!!!!!!!:

Apple Designed Ferrari

Project Titan Realized

Where did the design language of the Ferrari LUCE come from? It's worth pointing out that we may very well be looking at the actual Apple Electric Car come to life as a Ferrari!?!! Apple's long rumored Electric Apple car was officially axed by Tim Cook in 2024, or was it just quietly sold to Ferrari? 

Apple's senior vice president of Services, Eddy cue has served as a non-executive director on the board of directors of Ferrari for the past 14 years. If you examine the lines on the original Apple prototype render pictured below, that matchup pretty well with the LUCE. Thus, my best guess is Apple originally tried to created a vehicle that would surpass the Tesla Model S, and it ended up as the Ferrari LUCE. 

If you want to learn way more about the genesis of the new Ferrari LUCE, I highly recommend checking out my in-depth article I published on RolexMagazine.com.

Joe Tegtmeyer and other Tesla Thought Leaders on CyberCab

Here Comes The CyberCab!!!

Amazing Model S Documentary

Amazing Model S Documentary 

Did NVIDIA Just Solve Tesla’s Biggest FSD Problem?

Did NVIDIA Just Solve Tesla’s Biggest FSD Problem?

NVIDIA showcased its Alpamayo system at GTC for autonomous driving in front of 35,000 attendees. The vision-based end-to-end AI model processes camera data directly into vehicle control actions. It reasons through complex edge cases using human-like logic, trained on vast simulated and real data.

Tesla's head of AI, Ashok Elluswamy, spoke at the event. The video compares approaches, noting Tesla's lead with over 10 billion real-world miles from millions of vehicles. 

Alpamayo runs in Mercedes vehicles with planned rollout. It includes a parallel safety stack for redundancy using multiple sensors. The system handles tricky scenarios smoothly, like double-parked cars in San Francisco tests. NVIDIA's open-source model and simulations aim to accelerate development across partners like BYD and Uber. Both companies push end-to-end AI forward in the race for reliable self-driving.

Yet the true test lies in the "long tail" — those rare, unpredictable "edge cases", or "corner cases" that dominate real-world failures. NVIDIA’s Alpamayo adds explicit reasoning via vision-language-action models, making decisions more interpretable and auditable, which is very innovative, intuitive and un-Tesla like. 

Tesla’s pure end-to-end neural net relies on massive scale to learn patterns implicitly, but critics note it can still falter in novel scenarios without clear step-by-step logic.

Ashok Elluswamy and Elon Musk have highlighted this exact challenge: reaching 99% capability is straightforward with simulation and data, but conquering the final 1% demands billions of diverse real-world miles to train robust behavior. NVIDIA accelerates partners through open-source models and powerful simulation tools, yet lacks Tesla’s unmatched fleet generating over 10 billion miles of actual driving data. Mercedes CLA will debut Alpamayo soon, but scaling that reasoning across chaotic global roads remains unproven.

In the end, NVIDIA validates Tesla’s end-to-end vision while exposing the core difficulty: data volume and iteration speed decide who escapes the long tail trap first. Tesla’s scale gives it a formidable edge today, but the industry race intensifies as reasoning layers meet reality. Reliable autonomy will reward whoever masters both intelligence and experience at volume.

Tesla further benefits from unmatched manufacturing prowess—gigafactories spitting out cars at insane speed—and economies of scale that make EVs cheaper than anyone else. Mercedes? BMW? They're still outsourcing, no real vertical grip.

But here's the kicker: Tesla's basically done with cars. FSD's solid, robotaxis are coming unsupervised, Cybercab's rolling off lines... yet they're laser-focused on robots now. Optimus Gen 3 hits factories this summer—imagine unboxing one: sleek, glowing, folding your laundry or grabbing snacks like it's nothing. Cars are just the data engine; bots are the real prize—humanoids stacking shelves, running errands, turning homes into sci-fi.

Mercedes gets Alpamayo in the CLA soon—nice dash, smooth drive—but no fleet, no data flood, no robot army. BMW's even dialing back Level 3. Tesla's not winning autonomy; they're building the next world. If Optimus clicks, wheels might just be yesterday's tech.

What does this NVIDIA video actually mean? 

I watched it and legit went "whoa"—Alpamayo isn't some gimmick; it's a vision-only brain that talks through decisions like a real driver, dodging chaos in San Francisco with zero hesitation. Before this, I figured Tesla owned the game. Now? NVIDIA's throwing down: "We can reason, we can scale, we can open-source it for Mercedes, BYD, Uber—everyone." It's not just tech porn; it's a wake-up call. If they crack those nightmare edge cases faster than Tesla's data hoard, the whole self-driving race flips.

But Elon? Come on—he's not blind. He's already dismissed it as "five years out," while FSD v14's doing unsupervised robotaxi laps in Austin, Cybercab's building, and Optimus Gen 3 starts factory runs this summer. Cars? They're the old goldmine. The real play's bots—humanoids that fold your shirts, grab beer, maybe even chauffeur your Tesla while you're napping. Tesla's got the fleet, the factories, the chargers, the vertical everything. NVIDIA's impressive, sure—but Elon's three moves ahead, turning EVs into data farms for a robot empire. If Optimus clicks, steering wheels become relics. Game over, or is it? The only thing for certain is we are headed into a fascinating new world, and the two leaders are NVIDEA and Tesla...

Elon Musk Introduces TERAFAB

Elon Musk Introduces TERAFAB

Joby Aviation's Electric Skies...

 Joby Aviation's Electric Skies

Beyond Drones and Helicopters

Bringing Air Taxis to Your Community 

Imagine gliding silently above traffic jams, hearing only wind and distant waves—no rotor roar, no exhaust fumes.

In spring 2026, as America marked its 250th anniversary, Joby Aviation's S4 eVTOL lifted off from Oakland International Airport. Piloted by Andrea Pingitore, the sleek electric air taxi soared over San Francisco Bay, past the Golden Gate Bridge. Its six tilting propellers shifted seamlessly from vertical takeoff to fixed-wing cruise at 200 mph. The 30-minute flight was so quiet that surfers at Steamer's Lane could be heard below—100x quieter than helicopters on takeoff/landing, near-silent in flyover.

Bay Area commutes that once took 2+ hours now shrink to ~30 minutes: clean, emission-free, and efficient.

Just as Tesla redefined electric ground travel with battery innovation and vertical integration, Joby pioneers the electric skies—zero-emission propulsion for urban air mobility.

BTW: This Joby has no relation to the company that makes the cool tripods...

A half decade ago, back in 2021, I published my first article on this Joby VTOL, so I thought it would make sense to see how it's evolved.

Spring 2026. As America marked its 250th anniversary, Joby Aviation's S4 eVTOL—not a drone, but a piloted electric air taxi with 1 pilot + 4 passengers—lifted silently from Oakland International Airport. Pilot Andrea Pingitore guided the craft over San Francisco Bay past the Golden Gate Bridge. Six tilting propellers shifted from vertical takeoff (100x quieter than helicopters) to fixed-wing cruise at 200 mph. The 30-minute flight was so near-silent that surfers at Steamer's Lane could be heard below—unlike noisy, fuel-burning helicopters.

This is no helicopter either: it combines vertical landing with airplane-like efficiency for urban air taxis, slashing Bay Area commutes from hours to minutes. Range: 150 miles. Zero emissions on renewable electricity. Energy use: 0.21–0.23 kWh per passenger-mile—four times better than helicopters, 37% less per trip than a gas car in LA models, though still above ground EVs.

Founded in 2009 by JoeBen Bevirt (unrelated to the separate Joby making GorillaPod tripods and USB flashlights), the company focuses on commercial services via partners like Uber and Delta—not consumer ownership like personal planes or Jetson ONE eVTOLs. Aircraft sell to operators under FAA oversight, with 2026 milestones including the White House eVTOL Integration Pilot Program across 10 states (NY, TX, FL) and first conforming flight tests toward certification.

Tesla parallels are clear: battery-electric propulsion and vertical integration echo Tesla's ground revolution. Elon has teased flying cars; Joby delivers certified reality today, with SuperPilot autonomy advancing. Progress sets up quiet, clean skies.

By 2050, experts expect similar tech evolved to consumer-owned, fully AI-autonomous eVTOLs—personal airborne mobility for all. The future isn't grounded. It's electric and airborne.

Inside CyberCab with Kim Java

 

Inside CyberCab

with 

Kim Java + Kyle

JAKEeWRAP CyberTruck in the Wild

 

Oh, The Places You'll Go

JAKEeWRAP CyberTruck Out in the Wild

If I didn't know any better, I would assume that when I look at my CyberTruck with my JAKEeWRAP, (from an outside-the-fishbowl-perspective) that the person who owns it is a show-off, or exhibitionist of sorts. In other words, somebody who is craving attention in a "Look at ME!!!!" kind of way. The truth is the exact opposite. I don't wish to call attention to my CyberTruck at all, but when it looks this OTHERWORLDY there is no avoiding it. 

In other words, I came up with the JAKEeWRAP with its crazy geometric lines, and wrapped it this way because I LOVE the way it looks, not because I want to show off (for lack of a better metaphor).

Often times my JAKEeWRAP CyberTruck will be parked somewhere, and out of the corner of my eye, it will notice it, and think, or say: "DaaaaaaYuuuuuM". Sometimes when this occurs, I will take a photo of what I am seeing, and that's exactly what I did with the photo pictured above. 

The JAKEeWRAP looks so sharp, like a switch-blade, and it contrasts so much with all other vehicles, including unwrapped CyberTrucks, which is why I say it looks OTHERWORLDLY to me. Like it was designed by aliens, or like somebody traveled 50 years in the future in a Time Machine and brought it back with them, and this photo really captures that notion.

Elon Musk's Real Secret Isn't First Principle's. It's this...

...Connecting The Dots...
Elon Musk's Real Secret Isn't First Principle's. It's this...

Elon Musk's $10 Trillion Blueprint

 

Elon Musk's $10 Trillion Blueprint

From $1.74T Portfolio to Planetary Sensorium

 The Inevitable Rise to History's Largest Enterprise

With Elon Musk's SpaceX-xAI merger igniting talk of broader consolidation—including Tesla—Rajesh Iyer's explosive white paper maps the full Musk portfolio (Tesla, SpaceX, xAI, X, Neuralink, Starlink) as a self-reinforcing 'planetary sensorium' poised to hit $10 trillion and surpass the Dutch East India Company as history's largest enterprise.

This is an exclusive story on a white paper you won't find anywhere else. Rajesh Iyer, a brilliant researcher, analyst, and writer, delivers "The $10 Trillion Blueprint: How the Musk Portfolio Will Eclipse the Dutch East India Company to Become the Largest Enterprise in History."

Iyer's thesis: Elon Musk's companies—Tesla, SpaceX, xAI, X, Neuralink, and Starlink—form a unified "planetary sensorium." This integrated stack captures real-world data across vision, motion, language, and emotion, feeding xAI's Colossus cluster to build the ultimate world model.

Current portfolio value: ~$1.74 trillion (as of early 2026).

Projected ceiling: Over $10 trillion in a decade through massive TAM capture:

• Autonomous vehicles: 15% of $10T = $1.5T
• Robotics: 20% of $5T = $1T
• Energy: 10% of $3T = $0.3T
• AI infrastructure: 25% of $2T = $0.5T
• Satellite broadband: 40% of $1T = $0.4T
• Plus 2–3x platform premium

Tesla leads with 9M vehicles generating petabytes of weekly driving data, creating an uncatchable temporal moat. Optimus robots add proprioceptive "tacit knowledge" from physical interaction. Starlink delivers global connectivity patterns. X supplies real-time human discourse. Neuralink captures raw neural intent.

The flywheel is self-funding: Products generate revenue that funds more data, which improves models, which sell more products. No competitor matches this hardware-data-control integration under one authority.

Iyer compares it to the Dutch East India Company (VOC), history's peak enterprise at ~$8 trillion inflation-adjusted. VOC dominated via trade infrastructure and info asymmetry. Musk's sensorium does the same with data network effects—owning the world model makes markets follow.

Risks exist: Regulatory hurdles, execution delays, over-reliance on Tesla's fleet. But the structure favors open societies where authentic data thrives.

Iyer concludes this isn't hype—it's structural inevitability. The Musk portfolio isn't just companies; it's infrastructure that reshapes competition itself.

I am including the first page of the white paper below, tiled "The $10 Trillion Blueprint." For the full white paper click here: [Link to PDF].

Tesla owners and fans: This is the future we're building.

Elon Musk AI Compute Heads to Space

Elon Musk

AI Compute Heads to Space  

In ~30 Months as xAI Undergoes Major Reorganization

In two must-watch recent videos, Elon Musk delivered fresh insights into the explosive future of AI, robotics, and infrastructure—topics with massive implications for Tesla. From orbital data centers solving Earth's power bottlenecks to xAI's strategic overhaul, these discussions underscore how Musk's companies are aligning to accelerate autonomous driving, humanoid robots, and energy abundance.

The Dwarkesh Patel Podcast: "In 36 Months, the Cheapest Place to Put AI Will Be Space" (Feb 5, 2026)

In a wide-ranging interview with Dwarkesh Patel, Musk zeroed in on the hard limits of terrestrial AI scaling: electricity. While chip production grows exponentially, electrical output outside China remains largely flat, creating an imminent bottleneck.