Mark Reilly @mbreilly

Fractional CPO | Product + AI Operator | Monetization & Growth | Southeast Asia Tech founderup.asia Bangkok, Thailand Joined November 2008

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Elon Musk @elonmusk

2 months ago

Terafab Texas will be the largest and most valuable building on Earth by far. And it will be stunningly beautiful.

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Mark Reilly @mbreilly

2 months ago

@elonmusk @grok is Terafab a join project between Tesla and SpaceX?

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Mark Reilly @mbreilly

2 months ago

@KobeissiLetter @Gautam__Baid @grok so far of the companies that have reported Q2 earnings, which have the highest growth in year over year earnings? Show the top 10-20 tickers.

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Tesla @Tesla

2 months ago

There’s life before FSD Supervised And then there’s life after

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Cloudflare @Cloudflare

2 months ago

Introducing Cloudflare Wallets. They will allow you to store stablecoins, purchase services, and receive funds across the web. cfl.re/455An86

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Senator Cynthia Lummis @SenLummis

3 months ago

The Clarity Act is good for the country, good for consumers, and good for the people we represent on both sides of the aisle. After nearly 11 months of giving almost everything asked of us, I genuinely don't know what else my Democrat colleagues need before we act.

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Polymarket @Polymarket

3 months ago

JUST IN: Trump administration announces new actions to cut regulations & accelerate development of self-driving vehicles in the U.S.

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Elon Musk @elonmusk

3 months ago

Supervised FSD unequivocally saves lives, which means delays in country approvals costs lives!

Tesla Europe, Middle East & Africa @teslaeurope

3 months ago

In the last 4 months, FSD Supervised has been over 5.2x safer than manual driving – across 65 million kilometers in 5 EU countries

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Jensen Huang @JensenHuang

3 months ago

For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…

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Robotaxi @robotaxi

4 months ago

¿Qué lo que Miami? Robotaxi now available in Miami

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Tesla @Tesla

4 months ago

23 years ago, we set out to prove that electric cars could be great – not just great electric cars, but the best cars overall. We’ve gone from one electric sports car to – Over 9 million vehicles on the road – Model Y becoming the world’s best-selling car of any kind only 3 years after first deliveries – 5 Gigafactories & other manufacturing sites across 3 continents – The largest & most reliable fast charging network w/ over 80,000 Superchargers globally – Energy generation & storage systems helping power homes & grids (over 1 million Powerwalls installed, 70+ GWh of industrial energy storage operating globally across 2,200+ projects) Today, we’re bringing AI into the real world with autonomy @teslasi and robotics @Tesla_Optimus. Tesla is only getting started – a world of amazing abundance awaits

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Tesla @Tesla

4 months ago

Engineering tests of the first production Cybercab have begun in Austin

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Tsla Chan @Tslachan

4 months ago

$TSLA 🇹🇭 Tesla Thailand uploaded a post introducing FSD on Instagram. Tesla Thailand is waiting for the FSD regulatory approval process.

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Tesla Europe, Middle East & Africa @teslaeurope

4 months ago

FSD Supervised now approved in Denmark 🇩🇰 Rollout will begin soon

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Mark Reilly @mbreilly

4 months ago

@WatcherGuru Intel as a 'backup' tells you everything about the AI chip supply constraint. Google and Nvidia diversifying away from TSMC dependence is the structural shift nobody's pricing in yet. Today's +11% move might just be the opening act.

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Mark Reilly @mbreilly

4 months ago

@KobeissiLetter $MSTR buying the dip after breaking the 'never sell' rule is a fascinating capital-markets experiment. The market is pricing this more like a convertible arb play than a BTC treasury strategy now. Watch the premium to NAV - it's the real tell.

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Mark Reilly @mbreilly

4 months ago

@StockSavvyShay Terafab at 100M sq ft is basically a small city built for manufacturing. This is the physical-world corollary to the AI capex supercycle - everyone's focused on data centers, but factory-scale automation capex is the sleeper story.

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Mark Reilly @mbreilly

4 months ago

@PolymarketMoney Polymarket has been pricing this at 88% for days - the real question is whether Mythos actually ships with the autonomous vulnerability-finding capability that was teased, or if it's a safer commercial release. Either way, the frontier model race just accelerated.

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Mark Reilly @mbreilly

4 months ago

@SawyerMerritt SpaceX building its own Starlink-meets-AI constellation is the most underappreciated angle of their IPO story. This isn't just launch economics - it's orbital AI infrastructure. The S-1 filing can't come soon enough.

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Mark Reilly @mbreilly

4 months ago

@KobeissiLetter Buffett's favorite valuation gauge flashing red. The question isn't whether the ratio is high - it's whether AI-driven earnings growth can grow into the numerator faster than rates compress the denominator. CPI print this week is the next catalyst.