Out for the festivities

In this one, @FutureAZA and I break down the competition between Waymo and Tesla Robotaxi by the numbers. Turns out Waymo is still "winning," but the race is changing rapidly! Tesla Is About to Turn the Robotaxi Race UPSIDE DOWN youtu.be/hTVU_aWRsOg?si=_VW6…

This video about Gigafactory 2 in Buffalo, New York is full of AI generated content that is unfortunately o misleading and visually inaccurate. @teslaenergy @TeslaCharging

Just hit the highest HW3 streak of 5,000mi. No tricks, no hacks, just FSD driving for 5k miles uninterrupted. Can’t wait to tell you guys more.

Why am I adamant about a floor (which we might not get, just trying to explain)?

I support Elon Musk! His work inspires and gives me hope for what’s possible.

Surprise: @DougDeMuro is not over the Tesla Roadster: - “that was the coolest automotive product launch in history.” - “I think it’s cool.” - On @elonmusk’s politics: “You know what hit me about Elon during this? Like, he's got a flying car. And I think that Elon was really cool right up until he involved himself in American politics. Like, what a stain. Like, he's sitting there revealing this. Imagine if this was still, like, the Elon from eight years ago, where it was just, he's created a car company and he's going to space and, like, that was cool, Elon.” Doug’s cohost is very negative about the Roadster, Tesla and Elon. But Doug has a measured take.

I’m still convinced that FSD does not see speed limit signs anymore. I think it just relies on the navigation only.

First No Cybercabs in Houston and now No McRib? wtf is going on Mayor Whitmire?

Tesla has reported the first Cybercab crash to the National Highway Traffic Safety Administration (NHTSA). According to the report, a Cybercab was traveling at approximately 5 mph (8 km/h) when it drove into a large, water-filled pothole, causing damage to the vehicle. Personally, I don't think this incident should be viewed in the same way as a typical traffic accident. At the time, a safety monitor was inside the vehicle, and there were no passengers. While the vehicle sustained damage and the incident was officially reported as a crash, I believe it makes more sense to view this as an edge case encountered during autonomous driving development and testing. After all, identifying and learning from these unusual scenarios is an essential part of improving autonomous driving technology and making it safer and more reliable.

Just watched Dirty Tesla take a ride on an all-electric hydrofoil, and it looks unreal. Almost silent except for a bit of gearbox. Smooth as a Tesla. Rowboat-level wake at speed. Then the captain slides it sideways on a joystick. Everything people hate about boats (noise, roughness, giant wakes) is just gone in this clip. @DirtyTesLa @navierboat @FutureAZA youtu.be/miNidLcntXE

That sounds impressive, but we have no clue what the $TSLA FSD retention rate 3-6 months after the free trial period. Some analaysts estimate the actual effective attach rate at 30-40%.

You have plenty of negative opinion around $TSLA right now from former huge bulls. If you believe that Tesla will have 100's of thousands or millions of Robotaxis on the road making money in the next 6 to 18 months, the stock is cheap. If you believe that Tesla will produce and sell/lease 20,000 Optimus per week in 2H next year or even 1H 2028, the stock is really cheap. If you don't believe either one, the stock is super expensive.