Musk retweets claim that Tesla FSD signals the singularity is here

As seen on the 24/7 Wall St. homepage on July 29, 2026.

Continue ReadingShow less

On July 29, 2026, Elon Musk retweeted a post from @DrKnowItAll16 connecting Tesla's Full Self-Driving technology to the idea that the technological singularity has already arrived. By amplifying the claim rather than simply liking it, Musk gave the framing a notable boost, and the retweet had been shared 47 times shortly after it went live.

The move fits a broader narrative Musk has been building around FSD — positioning the driver-assistance system not merely as a convenience feature but as evidence of transformative, near-AGI capability. That framing carries real stakes, as Tesla's self-driving technology is simultaneously under regulatory scrutiny from NHTSA.

For investors and observers, the key tension is between the ambitious AGI-level branding Musk is encouraging and the active federal oversight that could constrain how and where FSD is deployed. How regulators respond to that narrative gap is worth watching closely.

Sources

Related Market Updates

Elon Musk @elonmusk Repost

Musk endorsing the idea that Full Self-Driving now drives North American vehicle demand moves the Tesla case from units to software attach rates. Watch for an FSD take rate number on the next earnings report.

RT @SawyerMerritt: I think people are significantly underestimating just how much FSD has become a major driver of Tesla sales in North Ame…
  • Replies0
  • Reposts440
  • Likes0
Read more
Artificial Analysis @artificialanlys

Ant Group is giving away weights that hit the efficiency frontier with just 5.5 billion active parameters, which is the kind of cost curve that squeezes pricing for closed US model vendors.

Ling-3.0-flash-VL, Ant Group’s new flash tier open weights model, scores 25 on the Artificial Analysis Intelligence Index. At 124B total parameters 5.5B active parameters, it sits on the Intelligence vs. Active Parameter Pareto Frontier @AntLingAGI has released https://t.co/XjfdrMhf0H
  • Replies1
  • Reposts0
  • Likes25
Read more
Artificial Analysis @artificialanlys Reply

OpenAI held image generation at $30 per million output tokens while raising quality, squeezing rivals who now have to match better output at an unchanged price.

GPT Images 2.5 are a material improvement in quality at the same price as GPT Image 2 OpenAI prices both new models at the same token rates as GPT Image 2: $30 per million image output tokens. This makes it the clear choice for the highest quality images, though the next model https://t.co/GvxSEkjj6p
  • Replies1
  • Reposts0
  • Likes2
Read more
Artificial Analysis @artificialanlys

OpenAI just halved image generation time at the same price, resetting the cost-per-image bar rivals like Google and Midjourney have to match.

OpenAI’s GPT Images 2.5 takes the top two spots on the Artificial Analysis Image Arena, generating higher quality images in less than half the time, while keeping the same price as GPT Image 2 Nearly five months after GPT Image 2’s release, OpenAI has released GPT Image 2.5 https://t.co/B8BItbLs7H
  • Replies2
  • Reposts0
  • Likes16
Read more
PODCAST Dwarkesh Podcast 1 hr 37 min

AI researchers debate how close we are to recursive self-improvement

  • Panel steelmans failure: Moravec's paradox, no continual learning, a persistent sim-to-real gap blocking generalization
  • Schulman on distillation from Claude creating an open-weight monoculture, and Chinese labs closing the gap via router proxy data
  • Cursor already runs online RL off user acceptance signals every five hours
  • Rapid-fire: 1-3 years to drop-in AI remote workers, 2 years to 10x researcher uplift, 3-10 years to beating top experts

Frontier researchers, including Thinking Machines chief scientist John Schulman, put drop-in AI remote workers at one to three years away, which is the timeline underwriting the entire AI capex trade. Their bear case is technical: RL generalizes task length rather than reasoning across domains, even with task completion time doubling every three months per Edgebench.

Read more
Elon Musk @elonmusk Repost

Tesla is taking the Semi into Europe with a claimed 550km of range at a full 40 tonnes, opening a second front for a truck program that has barely started volume deliveries at home.

RT @teslaeurope: Semi is coming to Europe – Up to 550km of range at 40T (fully loaded) – 1 kWh/km energy consumption – Megacharger at up t…
  • Replies0
  • Reposts394
  • Likes0
Read more
Artificial Analysis @artificialanlys

A model roughly a third the size beating DeepSeek's own 1.6T flagship at about a quarter of the cost per token undercuts the compute-scaling logic funding the AI infrastructure trade.

DeepSeek V4.1 Flash overtakes DeepSeek V4 Pro 0813 as DeepSeek’s new flagship model with a score of 40 on Artificial Analysis Intelligence Index. At just 552B parameters, it outperforms the Pro (1.6T) model while costing ~4x less per token, placing it just short of the https://t.co/ne5qNtijJ5
  • Replies12
  • Reposts11
  • Likes114
Read more
Jim Cramer @jimcramer Quote post

Gasoline at $4.28 a gallon pulls 0.5% out of disposable income, money that discretionary retailers and restaurants were counting on this quarter.

$118 shock https://t.co/QyqjlGaD7x [Quoted @KevRGordon]: .@RenMacLLC: “Retail gasoline prices are $4.28 per gallon on average…$1.08 per gallon higher than the same day last year. Doing the math, this works out to a $118 billion shock to disposable income, or 0.5%.” https://t.co/XEQXAjzw1G
  • Replies26
  • Reposts4
  • Likes57
Read more
Jim Cramer @jimcramer

Cramer is pointing at the AI risk nobody prices in: insurers backing away from copyright and liability exposure, leaving the leading labs to absorb litigation costs directly. That bill lands on the private valuations investors are chasing.

Can OpenAI and Anthropic get insurance?? Long before they kill us, the plaintiffs' lawyers will kill them without it
  • Replies19
  • Reposts2
  • Likes48
Read more
HOUSE TRADE DISCLOSURE Gilbert Ray Cisneros, Jr.
  • AMD Advanced Micro Devices, Inc. (AMD)Partial sell$1K – $15K
  • AGIO 150 Main Street Trust > Bank of America Agios Pharmaceuticals, Inc. - Common StoBuy$1K – $15K
  • APH 150 Main Street Trust > Bank of America Amphenol Corporation Common Stock (APH)Buy$1K – $15K
  • APG 150 Main Street Trust > Bank of America APi Group Corporation Common Stock (APG)Buy$1K – $15K
  • APP 150 Main Street Trust > Bank of America Applovin Corporation - Class A Common StPartial sell$1K – $15K
  • AORT 150 Main Street Trust > Bank of America Artivion, Inc. Common Stock (AORT)Buy$1K – $15K
  • ATRC AtriCure, Inc. - Common Stock (ATRC)Buy$1K – $15K
  • BSX 150 Main Street Trust > Bank of America Boston Scientific Corporation Common StoBuy$1K – $15K
+ 42 more trades in this filing
Disclosed 37 days after the earliest trade

Fifty-eight transactions in one filing amount to a full portfolio rebuild: bigger-ticket buys in Microsoft, Eaton, Quanta Services and Globus Medical, funded partly by repeated Lamar Advertising sales and trims in AMD, Nvidia and Meta. The rotation leans toward power, infrastructure and medical devices while chip and ad-tech exposure comes down. Disclosed 37 days after the earliest trades.

Read more
Read more
Elon Musk @elonmusk Quote post

Musk just raised his own bar, moving from a 20% to 30% AI boost to a doubling of global GDP inside a decade, and that is the number the robotics and AI infrastructure trade is priced against.

AI+robots will more than double the global economy in less than 10 years https://t.co/NLx37lO2qc [Quoted @unusual_whales]: Elon Musk has said that AI could increase the size of the global economy by 20% to 30%.
  • Replies885
  • Reposts567
  • Likes4.1K
Read more