Tesla Owners of Silicon Valley

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09/12/2026

Elon Musk on first principles.

“A good framework for thinking is physics… first principles reasoning.”

“Boil things down to their fundamental truths and reason up from there, as opposed to reasoning by analogy.”

Most of life runs on analogy — copy what others do with slight variations, because that’s how you get through the day. New work can’t. If the answer isn’t already on the shelf, you have to drop to physics: what’s actually true, then build up.

• Analogy = copy + tweak
• First principles = fundamental truths, then reason up
• Something new → physics approach

“But when you want to do something new, you have to apply the physics approach.”

09/12/2026

Elon Musk on why factories matter.

“I love factories. Honestly. A lot of people these days don’t love factories or haven’t even been to one, but I’ve walked the line in every factory and I’m a big fan.”

Most people treat factories as a cost center. He treats them as the product.

• Walk the line yourself
• Make things with real utility
• Build something people love

Software scales on servers. Hardware scales on a line that works.

“This is a great place to be. You make things that have good utility. People love the product. Building a product people love, that’s great.”

09/12/2026

PS CONTROLLER · ERECTOR

The Boring Company tour:

“I’m using a PlayStation controller to control our erector.”

“Manually building this segment.”

Then automation takes over — lift, balance, brace. Gaming hardware → infrastructure.

09/11/2026

Tesla is everywhere

09/11/2026

Tesla Cybercab: getting out

09/11/2026

EMPTY TUNNEL ADVANTAGE

Steve Davis The Boring Company :

“We have it much easier than Tesla… we have an empty tunnel.”

“We don’t have weather, we don’t have potholes, we don’t have people darting out in front of things… we don’t have night time.”

Same autonomy stack. Controlled environment.

That’s why Loop can ship driverless sooner than streets can.

09/11/2026

OPEN THE FIRST MILE

Steve Davis The Boring Company on Nashville:

“Don’t wait to tunnel 9 miles. Open that first mile.”

Four major properties + the convention center online early.

Ship value in chunks.

Same playbook as Starship, Robotaxi, and factories — don’t wait for the whole system before the first useful mile is live.

09/11/2026

Steve Davis The Boring Company

“If you want to build thousands of miles, which we do, and the cost for tunneling is high — it’s impossible. If we’re in the billions per mile… it’s just not even worth speaking about. But if we’re like three, four, five million a mile, you can literally build these like epic projects.”

Billions per mile = don’t bother.
$3–5 million a mile = you can actually build cities.

That’s why Series D at ~$23B matters.

NEWS 📰: Giga Texas Takeover"X Takeover is heading to Texas, and the Tesla community showed up for it fast. On Saturday, ...
09/11/2026

NEWS 📰: Giga Texas Takeover

"X Takeover is heading to Texas, and the Tesla community showed up for it fast. On Saturday, October 10, the event lands at Gigafactory Texas, Tesla’s global headquarters and largest factory. It’s the first time X Takeover has been...."

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