Monday, March 2, 2026
Elon Musk's Real Secret Isn't First Principle's. It's this...
Sunday, February 15, 2026
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.
Thursday, February 12, 2026
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.
Amazingly Insightful Video on Tesla's Future
Amazingly Insightful Video on Tesla's Future
It's rare, but I love coming across videos from really intelligent people who discuss Tesla's value proposition in a unique way, and this is certainly a video that meets that criteria. I HIGHLY recommend watching this short video if you want to understand Tesla's future. In particular, he discusses Tesla's competitive advantage over Nvidia's "Alpamayo", which is fascinating...
Thursday, January 29, 2026
Future Tesla Design Reference CyberVAN by JAKE EHRLICH
The Future of TESLA
“We will transition the Cybertruck to a fully autonomous line. There is obviously a market there for cargo delivery—localized cargo delivery. An autonomous Cybertruck could be useful for that.”
—Elon Musk (Q4 Earnings Call)
CyberVAN
ONE MORE THANG
Steampunk Design
Tuesday, January 20, 2026
FAKE TESLA NEWS!!!! How an AI Fake News Video Almost Fooled Me And Why It’s Getting Dangerous
FAKE TESLA NEWS!!!!
How an AI Fake News Video Almost Fooled Me
And Why AI is Getting Dangerous
I have a VERY SCARY story to share with you: AI is getting dangerously scary!!!! I have to let you know, I am beyond embarrassed by this story. In 18 years of blogging, I don't recall EVER having or needing to write a redaction, so this is a first for me.
Two days ago I noticed an interesting YouTube video with a sensational title so I watched it and thought it was convincing. I didn't bother fact-checking it, as it seemed so well researched to me. I published an article titled “How California Tried and Failed to Destroy Tesla’s Fremont Factory.”
It was based almost entirely on a YouTube video narrated by an attractive “reporter” named Sophia Miller claiming Fremont was shutting down.
I fell for this fake news and assumed it was breaking news, that I had not heard about yet, and thus, I wanted to get the story out ASAP. Grok even proofread the piece for me, and didn't bother pointing out it was highly inaccurate FAKE NEWS...
I turns out Sophia Miller doesn’t exist. She’s 100% AI-generated. The channel pumps out synthetic “news” videos daily, many outright false or wildly exaggerated.
Why does YouTube allow this channel to publish FAKE AI News that is so misleading, without making the channel divulge up from that it is AI? What is the motive of the channel to produce such fake news? My best guess is their strategy is to combine real news with fake news that it highly sensationalized and exaggerated as a form of clickbait, so they can make money off of YouTube monetization.
For the record, the Tesla Fremont factory is not closing—it’s running full-tilt, building refreshed Model 3s and starting Optimus robot production.
I deleted the article the moment I realized, I had been fooled.
This isn’t just embarrassing; it’s a warning.
In 2026, AI can now create:
-Photorealistic video faces that never age or blink wrong.
-Perfect American-accent voice clones.
-Convincing scripts laced with just enough truth to pass basic fact-checks.
-One fake video + one careless writer = instant misinformation spread to thousands.
We’re past the era where you can trust a video because “it looks or seems real.”
Lesson I learned the hard way: always search the presenter’s name, reverse-image the thumbnail, and verify claims with primary sources (Tesla.com, SEC filings, local reporting) before hitting publish.
I got played by pixels. Don’t let it happen to you.
Stay skeptical out there.
In case you are interested, the way I figured out it was fake news is from watching this excellent YouTube video from Will @ TeslaJigsaw, which is an excellent Tesla YouTube channel:
Thursday, January 15, 2026
Fascinatingly Bizarre CyberTruck Video
Fascinatingly Bizarre CyberTruck Video
This is one of the most bizarre video's I have ever watched in my life—in a good way. Instead of spelling it out for your, I just recommend you watch it:
Wednesday, January 14, 2026
Tesla will stop selling FSD after February 14, 2026
Elon Musk Announces
Tesla will stop selling FSD after February 14, 2026
Elon Musk tweeted today that Tesla will stop selling FSD after February 14, 2026, and will only be available as a monthly subscription thereafer.
What exactly does this mean and what are the ramifications? The greatest question is "Once FSD goes unsupervised, how will this effect customer vehicles that purchased FSD?"
It's pretty likely that once Tesla solves FSD "Unsupervised", it will offer two tiers of Subscription as follows:
1. FSD (Supervised). I would imagine Tesla will continue offering supervised FSD for $99 a month. I assume this would work similarly to the way supervised FSD works today, but the driver would be required to sit in the front seat of their Tesla, and supervise the vehicle. This might allow drivers to text on their phone while driving, if the car senses it's safe to do so, but if not, the vehicle will naaag the user and tell them to take over.
2. FSD (Unsupervised). This next level would allow users to sleep in the back seat of a Tesla if they want, as it would require no supervision, and I would expect Tesla to charge $299 per month for this service, and if you purchase this as a subcription that is pre-paid 6 months in advance the price would drop down to $249 per month.
There is also some fascinating speculation that Tesla might offer a per mile subscription as well for Unsupervised FSD, which is covered in the video below:
From what I can tell, for users who pre-paid the $8-15K for FSD, which is currently $8K, once Tesla offers Unsupervised FSD, they will get full FSD (Unsupervised) at no additional charge. Thus, if they start charing $3,600 a year for FSD Unsupervised in the not so distant future then vehicles where owners who purchased the $8K FSD package, might end up saving some good money if they keep their cars for many years.
Transportation as a Service
Will Tesla Keep Selling Cars To The Public?
One of the great questions is, "Will Tesla even keep selling cars to the public?" I think the answer to this question has to do with what Tesla feels they can get away with. I think in a vacuum, if Tesla could figure out a way to stop selling vehicles to customers they would take it and only make vehicles that go directly into their RoboTaxi fleet. In other words, why would they want to make a Standard RWD or AWD Tesla Model X they can sell to a customer for $40-50K, when they can build the same car, and rent it out by the mile and in the first 4 years generate 10 times the amount of money?
The only variable that will likely stop Tesla from doing this, ironically, is competitors. If a company like LUCID or Rivian, or even Toyota, can figure out how to make vehicles that can offers a form of unsupervised FSD-like performance, that might force Tesla to compete in that space, but then again, perhaps not. Either way it will be very interesting to see where this all goes.
As I have mentioned before, I strongly believe the following:
1. Tesla has had the entire automotive industry in check mate since 2017, but very few people realized it.
2. Elon directed Franz and his design team in 2023: "I want you to stop all meaningful product development on the Model 3, Y, S, X and CyberTruck, and simply finish up the Roadster. Then I want you to focus 100% of your energy on developing they next generation of Tesla vehicles that lack steering wheels and front facing seats, which include CyberVAN, and new form-factors, including the CyberTaxi which still will have front facing seats, but lack a steering wheel.
I believe that the ONLY new model that will be introduced in the future that will include a steering wheel will be the new Tesla Roadster.
Sunday, January 11, 2026
Ferrari Pursangue v.Tesla Model Y Performance
More is Less
Ferrari Pursangue v.
Tesla Model Y Performance
Ferrari’s Purosangue—translated as “thoroughbred”—from Italian carries a name that promises purebred Italian passion. In reality, it delivers a $524,000, 715-hp, naturally aspirated 6.5-liter V12 SUV burdened by complexity, weight (over 4,800 lbs), and old-school engineering.
Ferrari Purosangue looks like a cheap mini station wagon
I find the styling of the Ferrari Purosangue to be extremely unappealing, as it looks like modern Toyota Prius (pictured below) copy, with a wagon back and Ferrari badges slapped all over it!?!! I think the Ferrari looks really stupid on both the outside and inside, and is a HORRIBLE investment for people who love wasting money... A CyberTruck destroys this car in every way possible, for 20% or less of the cost...Frankly, I think the lines on the Toyota look better than the Ferrari's lines...
Modern Toyota Prius has better lines than $500K Ferrari
I would say the Ferrari name of "Purosangue", which is not memorable in any way, nor is it even pronounceable as a name, pretty much sums up the vehicle, if you ask me. I think if Ferrari named this vehicle "The Rube Goldberg" model, it would have been more accurate and appealing. The supreme irony—at least in my mind—is the sales tax on the Ferrari is around the same price as the total cost of the Model Y Performance!?!!
Brooks Weisblat from DragTimes put both cars to the test. The Ferrari Purosangue runs 0–60 mph in 3.55 seconds and the quarter-mile in 11.43 seconds at 123 mph. Respectable numbers—until you compare them to the Tesla Model Y Performance.
For just $58,000, the Model Y Performance delivers 510 horsepower, instant torque, and a 0–60 mph in 3.49 seconds, with a quarter-mile in 11.4 seconds at 121 mph. In acceleration and real-world usability, the Tesla holds its own or edges ahead, especially considering traction and launch consistency.
Brooks does an amazing job of comparing and contrasting the $500,000 Ferrari to the $60,000 Tesla Model S Performance model, which basically smokes the Ferrari—badly.
This video clearly illustrates why Tesla had the entire automotive industry in check mate. For instance, the $60K Tesla has FSD built-in, and the Ferrari has none. The Ferrari Purosangue has an interior that looks like the Goodwill blew up, and the Tesla has a zen-like ultra simple interior. The Ferrari has 18 cubic feet of cargo area in the back, and the Model Y has 72 cubic feet of cargo space. I rest my case, your honor...
Saturday, January 10, 2026
JAKEeWRAP 3D Rear Pyramid Window Sail Panel
Real World
JAKEeWRAP
3D Rear Pyramid Window Sail Panel
If you are a regular reader of Jake's Tesla World you are likely aware of the long saga on how I finally brought my JAKEeWRAP CyberTruck to reality. One of the latest details I experimented with was trying to figure out how to make the pyramid rear sail panel actually look like a glass window. My original spec called for simply using STEK glossy PPF, which looked great, and I coupled this by having Jay's Tint Shop in Kirkland, Washington tint my windows, as well as black out my window sills.
Friday, January 9, 2026
Tesla ONE Alien MOde
Tuesday, January 6, 2026
What If Tesla Made a Shorter CyberTruck?
What If Tesla Made a Shorter CyberTruck?
One thing I keep hearing over and over and over from people is, "I with Tesla made a CyberTruck that was shorter!" I put together these images just so see what a CyberTruck might look like in shorter versions, which would make a big difference, and doing so makes the CyberTruck seem much more like a Model X SUV, and I think it looks great and would sell really well, as many people are freaked out by the extended length of the CyberTruck.
This first image (pictured below) is the shortest version. All details and portions are identical to the original CyberTruck up the the end of the rear door. I was able to remove around 2 feet of length overall from the very rear of the CyberTuck, and I also moved the rear wheels forward about 9 inches. Can you imagine how amazing the turning radius would be on such a vehicle, assuming it had 4-wheel steering like the standard CyberTruck has!?!! Essentially, the vehicle depicted below is very close in length to the current Model X, and would be an amazing replacement for the Model X.
The version below is about a foot shorter than the CyberTruck, and I also moved the rear tires forward about 9 inches.
ONE MORE THANG
Many people would prefer a hatchback version of the CyberTruck which would make it more of a wagon/minivan, so I made this version, which is about 2.5 feet shorter than the standard CyberTruck, and has the front wheels forward about 9 inches.
Another huge advantage to such a form-factor, is that it would have a standard working rearview mirror. Of course this form factor looks familiar to my CyberSUV I featured in my article last year, which is very cool. The being said, I prefer my CyberVAN concept even better, which I also published around the same time. The most remarkable feature this form factor benefits from is a potentially massive increase in rear cargo capacity, including potentially a third row set of seats.
Once again, it's important to realize this icicle is identical in length to the current Tesla Model X and would make an excellent replacement. If it were up to me, I would also make the rear side doors so they would slide open like a minivan, and that way they would have many of the benefits of the Model X's Falcon Wing doors, without all the additional expense, and hassle they present.
Tesla's Future Vehicles
I might be wrong, but from what I can surmise, I think it's likely that Tesla is only going to make one more vehicle with a front facing front seat and a steering wheel in the future, and that will be the new Tesla Roadster.
I think it's likely that when Elon realized back in 2023 that Tesla would very likely solve FSD by 2026, he froze all new vehicle development and innovation for cars with steering wheels, and I think Tesla has very quietly been working on the next generation of vehicles that will once again revolutionize the form factor by eliminating the steering wheel.
I wrote about this extensively in my article titled "Thoughts on the Future of Autonomous Vehicles: The Shape of Things to Come: Part 2: 2030 Predictions: CyberVAN. Autonomous Tesla Transport Design Concept by JAKE EHRLICH" which showcases what I believe the future form-factor of vehicles will become.
Think about it for a second: If Tesla really has solved FSD so it can offer Unsupervised Full Self Driving, why would they keep making old-fashioned vehicles that have steering wheels and front facing front seats?
The CyberCab is a specific example in the sense it lacks a steering wheel, and the only reason it has front facing seats is that it only has 2 seats, so that make sense, but if you make a 4-5 seat version, it would likely make much more sense to have the front seats face the rear for multiple reason.













































