TruthArchive.ai - Tweets Saved By @Teslaconomics

Saved - March 4, 2026 at 8:55 PM
reSee.it AI Summary
I believe 𝕏 Money will become the central financial layer of 𝕏, turning profiles into financial identities and social graphs into a distribution engine. It starts as a wallet with instant funding, P2P transfers, and bank moves, with a debit card later, plus licenses, Visa backing, and fintech tools like savings, lending, investing, and crypto. Like WeChat for the West, it could redefine how trillions in digital payments flow, at a $44B valuation today.

@Teslaconomics - Teslaconomics

I don’t think people truly understand what’s about to happen with 𝕏 Money. This is Elon going back to his roots - back to http://x.com - and building what he always wanted in the first place: one place that runs your entire financial life. When he rebranded Twitter to 𝕏 in 2023, he said straight up that we’re adding the ability to conduct your entire financial world. He even said you may not even need a traditional bank account. Most people brushed that off. And now it’s becoming real. 𝕏 Money has already been live in closed beta internally within the company. A limited external beta is expected soon, and they’ve already secured money transmitter licenses in over 40 states plus DC. 𝕏 Payments is registered with FinCEN. Visa is officially partnered. You’ll be able to fund your wallet instantly, send peer-to-peer payments, move money to your bank, and eventually use a debit card. And I think this is just the beginning. This will probably start as a simple wallet where you can send money as easily as sending a DM. With this technology, you can pay creators, pay subscriptions, pay whatever bills, shop inside the app, get paid inside the app, and much more. Then, there will be high-yield savings, you can invest, you can get loans, have money market accounts, maybe even treasury access, cool smart cashtags that let you see live stock prices in your timeline and execute trades seamlessly, crypto integration, potentially full asset management… the list goes on and on… Elon literally said this is meant to be the central source of ALL monetary transactions. Bro… think about that for a sec. Your 𝕏 profile becomes your financial identity. Everyone you follow is already there. Everyone you interact with is already there. That social graph becomes your distribution engine. Like, you won’t need a separate banking app, no need for a separate investing app, no need for a separate payment app… this all lives where you already spend your time. Right here on 𝕏. Look at WeChat in China, which Elon always alluded to. Payments, messaging, shopping, investing - all integrated in one app. It handles $ trillions in volume and became deeply embedded in everyone’s daily life. Now 𝕏 is building the Western version of that, but with a more global reach, and xAI’s AI layered on top of all this. Before you call me crazy, you have to understand how big this opportunity is. Digital payments globally are measured in the tens of $ trillions of dollars annually. Even just capturing a small slice of that across hundreds of millions, and eventually a billion, users can change everything. 𝕏 already has the audience. That lowers customer acquisition costs significantly. Add fintech revenue on top of ads, plus float, plus lending, plus investing tools, and we’re talking about a completely different valuation profile. Now, $44B for this company looks like the bargain of the decade… this was one of the main reasons I invested in 𝕏. And if they execute the way they’ve executed at Tesla and SpaceX, this could truly fundamentally redefine how people handle $ . Most people today still see 𝕏 as just a social media app. I see it as the foundation of a financial system layered on top of a global network. Ultimately becoming the “everything” app. And this I believe is a once-in-a-generation opportunity. Elon is calling this a game-changer. I believe him.

Saved - April 8, 2025 at 7:30 PM

@Teslaconomics - Teslaconomics

Don’t get it twisted, after 10 years of working on this, Boston Dynamics is retiring its hydraulic humanoid robot (HD Atlas) bc the Tesla Bot is coming to take its lunch https://t.co/V2Tdi55rXt

Saved - February 5, 2024 at 11:38 AM

@Teslaconomics - Teslaconomics

I agree with the @theallinpod on Elon’s $55B Tesla pay package being rescinded, take a listen https://t.co/FLap85JLZs

Video Transcript AI Summary
The speaker expresses their initial support for Tesla and their belief that they understood the company well. They criticize the decision to rescind Elon Musk's pay package, calling it unfair and un-American. They also discuss the impact this decision may have on compensation and company governance. The speaker believes that this will discourage talented entrepreneurs and lead to less innovative companies. They mention a small shareholder who sued Musk over the pay package, highlighting the disparity between the gains made by other investors and the potential loss for this shareholder. Another speaker agrees that the deal was beneficial for both Musk and shareholders, and that most CEOs would not take on such a risk-based compensation structure.
Full Transcript
Speaker 0: Einhorn, and I picked Tesla. And I was a very big supporter in many ways and still am. And I think that I knew the company, frankly, better than most people, except for him, obviously, but I think that I studied this company quite deeply. When I and I'm I'm just setting the context. When I saw the pay package, I thought he's making a mistake. This is unachievable. I thought the probabilities were in the low single digits. And then he did it, which just kinds of shows how incredibly adept he is as a CEO and a manager and an executor. So then, you know, to go back 5 or 6 years later after he actually does something that so massively disproportionately positively impacted investors And then to just rescind it and unwind it, I think is really un American and unfair. And I think it sets a very poor standard for why anybody should actually build a company governed in Delaware. It makes no sense anymore. And just to give you that example, he he and I have both now done this, but, like, these incremental companies that I've started are in Nevada. They're in different places because I find the Delaware court slightly and increasingly unpredictable and acting with other mandates that they weren't ever given. So you had do you think that mandate is? You had a place where There was highly predictable governance, and they had very narrow ways in which they would act and opine. And I think in a situation like this where you had every opportunity to actually vote this thing down And what little of the documentation that I saw about the communication back and forth doesn't seem to support this theory that he rammed it through. Nobody rams anything through over 9 months where he takes month long breaks, and he tells the GC this is actually more than I wanted. Nobody does that if you're it's the opposite of ramming something through. It was and and I suspect if you really asked him, and I haven't, but I would, He probably thought it was, like, largely crazy. And so I think a lot of people thought that we that we were as shareholders, And I'll tell you that I felt this way. Getting his hard work and that he may have just mathematically been mistaken. So, yes, he got 55 or That package is around 55,800,000,000, but you're missing the point where every other investor made $500,000,000,000. Right? Speaker 1: Yeah. And the investors the investors did approve it. Speaker 0: It will have a chilling effect, I think, in how people think about compensation. It will cause companies to be even more constipated and sclerotic and unimaginative as a result of this because The most talented individual entrepreneurs now have even more of an incentive for incorporating in other places and also staying private. And I think what that deprives is the broader shareholders, including this gentleman. Look. We live in America. He had the right to sue. He had 9 shares, and he was able to bring this lawsuit. Nine shares. I mean, David and Goliath. Yeah. I mean, the idea that So 9 shares who 10 x their money But what he doesn't but, you know Unimaginable. I don't I don't know if he'd remained a shareholder through this whole period, but even those 9 shares 10 x in value. Yes. Yes. But he would now be deprived of that in this next iteration of Elon Musk's because why would they ever go through this to put that much work into something to be so at risk Personally, your own mental and physical health, we saw him in those periods. And then to have it taken away, I think, is deeply, deeply unfair. Saks? Speaker 1: You're right. This this deal was a win win. I mean, if Elon could achieve these numbers, it was good for him, and it was Great for our shareholders. And that's why I think the key point is that 73 or 80%, depending on how you wanna count it, approved this deal. I think they knew everything relevant that they needed to know when they approved it. This is the deal that most shareholders and most companies would want For the CEO. The deal is you get nothing unless you deliver an outsized return for shareholders. Most CEOs won't sign up for this deal. Most CEOs work their way up through the corporate ladder. They get into the CEO chair, and then they pay themselves huge amounts of money regardless of whether the company succeeds or fails. And that's the deal they want because they don't really have confidence in themselves to deliver what Sorkin called the crazy outcome. Elon had the confidence in himself to deliver the crazy outcome. And nobody was really complaining about this until, like you said, This small shareholder who's really basically just, You know, a name plaintiff for the trial lawyers bar or somebody who wants to get you on to bring this suit.
Saved - October 25, 2023 at 9:31 PM
reSee.it AI Summary
Authenticity in leadership holds more value than polished rhetoric. Elon Musk exemplifies this approach by consistently showcasing his true intentions, emotions, and thoughts to investors, team, and customers. His genuine transparency builds a unique trust and relationship, setting him apart from other CEOs.

@Teslaconomics - Teslaconomics

Authenticity in leadership is often more valuable than polished rhetoric (the things that many want to hear). While many leaders might excel at delivering the perfect pitch or saying just the right thing to calm investors, there’s an inherent value in having a CEO who operates organically, with genuine transparency. Elon is the definition of this approach. He consistently showcases his true intentions, emotions, and thoughts, not just to his investors, but to his team & customers as well. This candidness builds a unique trust and relationship, setting him apart from many other CEOs.

Saved - September 11, 2023 at 2:47 PM

@Teslaconomics - Teslaconomics

Technological breakthroughs happen only a couple of times in a person’s lifetime and the Cybertruck is one of those moments 💯 https://t.co/4YVfcM4zFi

@Teslaconomics - Teslaconomics

@chiqshoes For sure!

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