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@heydave7 If you want to say Tesla has competition in autonomy, it's like Tesla is Mike Tyson fighting 3yr old children. I don't call that competition. I call that annihilation.
Starting the week of April 29th, $TSLA shareholders as of April 15, 2024, can vote on the proposals for Tesla's upcoming annual shareholder meeting on June 13th, which includes the reinstatement of Elon's 2018 compensation package. Here's how to vote: For $TSLA shareholders who…
I disagree with this take. The value of FSD that turns an ordinary vehicle into a robotaxi is immense. Far greater than $12k. If anything, the full price will go up as we get closer to robotaxis. The reason why they are lowering the monthly price, I suspect, is because they are…
I disagree with this take. The value of FSD that turns an ordinary vehicle into a robotaxi is immense. Far greater than $12k. If anything, the full price will go up as we get closer to robotaxis. The reason why they are lowering the monthly price, I suspect, is because they are…
Tesla Executive Rohan Patel on if Tesla will have the data to prove to regulators that FSD is overwhelmingly safer than human drivers:
Tesla Executive Rohan Patel on if Tesla will have the data to prove to regulators that FSD is overwhelmingly safer than human drivers:
I remember this morning very well. I had spoken to @elonmusk by phone earlier and written a column in @nytimes for that morning and then went on the air with the news. The truth is I thought the comp plan was the most “skin in the game” in history. I still do. I have criticized…
If you actually read the entire court case you come across some points that encapsulate who Elon really is After receiving a proposal from Tesla's general counsel and in-house attorney for the compensation plan, Elon responded saying: "That is more than intended. Let's go with…
#fsdbeta yields to naughty motorcycles in one-way construction zone Impressed me how it actually moved towards them a little to give room rather than stopping in a place they couldn't get by
For the Tesla FSD test drive in Palo Alto tonight, I will ask the car to drive to @finkd’s house. Will also test latest X livestream video, so you can monitor our adventure in real-time! If we get lucky and Zuck my 👅 actually answers the door, the fight is on!
Eye-opening to the difference between HW3 and HW4, especially the zoomed-in shots. I did not realise how big of a difference there would be until seeing this. Great content from @AIDRIVR as always. A must-follow on YouTube for every serious $TSLA investor.
Eye-opening to the difference between HW3 and HW4, especially the zoomed-in shots. I did not realise how big of a difference there would be until seeing this. Great content from @AIDRIVR as always. A must-follow on YouTube for every serious $TSLA investor.
I would like to thank Zach Kirkhorn for his many contributions to Tesla over the course of 13 often difficult years. Much appreciated and best wishes for the next stage of his career.
@Scobleizer Vehicle control is the final piece of the Tesla FSD AI puzzle. That will drop >300k lines of C++ control code by ~2 orders of magnitude. It is training as I write this. Our progress is currently training compute constrained, not engineer constrained.
Tell me China may consider approval of Tesla FSD in China soon, without saying the word ‘Tesla’… Fund Managers Interviewed by China Fund news: The expectation that FSD (Full Intelligent Driving software) of an overseas car company will soon enter China is also rising.…
Tell me China may consider approval of Tesla FSD in China soon, without saying the word ‘Tesla’… Fund Managers Interviewed by China Fund news: The expectation that FSD (Full Intelligent Driving software) of an overseas car company will soon enter China is also rising.… https://t.co/XlqepoXt06
I asked a friend who's a criminal defense lawyer what he'd change about the world to fix the most problems. He specializes in death penalty cases, so he's seen a lot. I expected him to say drugs, but he said if he could change one thing, it would be to make people better parents.
These video foundation models will serve as the brain of both the car & Optimus robot 🚘🧠🤖 Join the Tesla AI team to build the future of robotics! → tesla.com/AI
Tesla is building the foundation models for autonomous robots
@Austen The problem is that the passive/index funds outsource voting to shareholder services companies, which are controlled by activists who act in a manner contrary to the interests of shareholders. This is probably the biggest class-action opportunity in history.
Model S Plaid with track pack just set new lap record for a production EV at Nürburgring 💪
Congratulations to Giga Shanghai & Tesla China SDS teams for their excellent work overcoming many obstacles over many years!!
Dave Lee @heydave7
451K Followers 454 Following Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.James Stephenson @ICannot_Enough
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73 Followers 1K Following The real excitement is playing the game because money was never a motivation for me Build a business through your phoneElon Musk @elonmusk9614
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944 Followers 3K Following IT Security researcher. Tesla FSD beta tester. AI enthusiast. Tech problem solver. Embracing innovation daily! My thoughts are my own.Sawyer Merritt @SawyerMerritt
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451K Followers 454 Following Host of YouTube channel Dave Lee on Investing, TSLA investor since 2012, building with AI.Pierre Ferragu @p_ferragu
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149K Followers 14 Following Developing & deploying autonomy at scale in vehicles, robots & moreAI DRIVR @AIDRIVR
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565 Followers 249 Following ゲーム,配信したい, 娘ちょーかわいい,STGを好きなように料理する人,12歳娘と9歳娘が元気で良いです. blog : https://t.co/hlR5DEgdKi 干芋 https://t.co/dZQs1aPj5CBill Wright @BillWri90307793
3K Followers 11 FollowingFake Gus Hansen @FakeGusHansen
7K Followers 379 Following I'm just your average sexiest man of the year/multimillionaire/#1 ranked womens tennis player dater.Ross Gerber and Leo Koguan, in separate posts, shamefully admitted that they will vote against honoring the 2018 employment contract that Elon Musk, the Tesla board, and Tesla shareholders all agreed he was working under for the past 6 years- just because a Delaware judge gave…
Cybertruck in Belgium.
Seen today in Belgium.🇧🇪 @Tesla @Teslaeurope @cybertruck @cb_doge @Teslaconomics
Tesla still plans to grow the Supercharger network, just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations
NEWS: IF Metall has today announced that the Tesla-approved repair shops in Sweden that have been taken out in a sympathy strike will once again be allowed to start repairing Tesla cars starting this week. alltomelbil.se/if-metall-latt…
NEWS: All New Cars In The U.S. Must Have Automatic Emergency Braking by 2029. The NHTSA says the mandate could save 360 lives a year and prevent 24,000 injuries. motor1.com/news/718032/nh…
NEWS: Tesla to improve health care for Giga Berlin employees. teslarati.com/tesla-improve-…
Morgan Stanley’s Adam Jonas on Tesla FSD (Supervised): “I've been using FSD v12.3 heavily over the past few weeks. This past Sunday, I used it for more than 70 miles of driving between kids' soccer and lacrosse games in Westchester County, NY. I reckon I had FSD engaged for…
Xpeng CEO: "I welcome Tesla FSD to enter China; Tesla has very good self-driving technology and brand." Source: weibo.com/2455476364/ObW…
You guys, the cyborg himself @AIDRIVR's latest Youtube FSD video just dropped! You're basically obligated to check it out 🤣 youtu.be/rMDNFLsXFEU?si…
NEWS: Tesla's big Spring software update is now starting to roll out to Tesla owners. notateslaapp.com/software-updat…
NEWS: 14,800 new Teslas were insured in China last week.
NEWS: Mercedes earnings plummeted 34% in the first quarter, weighed down by model changes and sluggish demand for its EVs. bloomberg.com/news/articles/…
Jim Cramer on Elon Musk: "Here he is doing something no American CEO can do. Just get on a plane & make a deal with a leader of a country that our Gov isn't fond of; Plenty of ppl shorted the stock. They failed. The stock can keep running until the shorts are all crushed."
That’s why #FullSelfDriving is a „The winner takes it all“ market: The cost to compete with #Tesla are so absurdly high that it’s much more cost-effective (and reasonable) to license #FSD from Tesla.
@heydave7 The cost to compete with Tesla on autonomy is at least 10x that number. $10B is just for AI hardware, but that doesn't get you any data. If a competitor (e.g. Waymo) wanted the same amount of data as Tesla, they'd have to spend ~$100B annually to buy EVs and more hundreds of…
@heyitsyashu For clarity, much of this spend is capitalized. I believe depreciated to the income statement over 10 years.
$TSLA stock closed up 15.3% today, the best single day percentage gain for $TSLA in over 3 years. Tesla's market cap increased $82 billion today.