Chris Pollock @cbpollock

Lars in response to the suggestion that the rocket version of the Tesla Roadster won't come to production:

Lars @larsmoravy

3 days ago

@tomwookieford @tomwookieford - we don’t show things that we can’t do in production. The cold gas system can produce over 80kN of force. If everything weighs even a ridiculously high 2500 kg with the mass of gas plus the thruster system, the lift from the thrusters is >3x the mass of the

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@TeslaBoomerMama @travisraxelrod It will be next time

Here are the most important highlights from @Tesla's Q3 2026 earnings call: • Tesla's 2027 Megapack production capacity is nearly sold out. • Tesla is aiming to produce 5 million vehicles annually by 2030. • Customers are increasingly visiting Tesla showrooms specifically to experience FSD rather than shopping for a particular vehicle model. • Tesla said more than 75% of new North American vehicle deliveries included a paid FSD subscription signup, despite every vehicle already coming with a free one-month trial. • FSD financial disclosure: Tesla plans to disclose additional FSD financial and operating metrics as the business scales, including subscription revenue and churn rates. • Elon said Tesla is hoping for EU-wide FSD approval within a few months and would be surprised if approval takes longer than Q1 2027, although the timing depends on regulators. • Unsupervised FSD for customer vehicles: Tesla expects to enable some customer-owned vehicles to participate in its autonomous Robotaxi network around Q2 2027, subject to fleet-management and geofencing requirements. • Tesla is developing its own AI-based mapping and navigation system that will rely on intelligence gathered from its vehicle fleet rather than traditional third-party mapping systems. The system will support conversational voice commands, personalized routing preferences, improved parking, and more intelligent destination handling. •  Tesla plans to launch Cybercab service in Dallas in November 2026, followed by additional cities. • Tesla plans to progressively extend robotaxi operating hours, with the goal of reaching 24/7 service by the end of 2026. Tesla expects to expand service to highways, higher-speed roads, additional weather conditions, and nighttime operations by the end of 2026. • Elon expects Robotaxi to begin making a noticeable contribution to Tesla's financial results around Q2 2027, potentially becoming a significant business by Q3 or Q4 2027. • Tesla is targeting the first deliveries of Cybercabs to fleet owner customers by the end of 2026, but Elon said the vast majority of Cybercabs will be Tesla-owned and operated as transportation-as-a-service vehicles rather than sold directly to consumers. • Tesla has started early Optimus production. Elon said: "The growth of Optimus is an S curve, but the initial curve is a shallow slope. There's still some things we need to tweak about the design. There's still quite a lot of work to do with the AI in the robot. I would expect that the AI, the electromechanical design, reliability, usage life, expect these issues to be solved by the end of next year." • Elon said most of the equipment for an Optimus production line designed to manufacture approximately 1 million robots annually is already at Fremont. Elon expects it will take at least another year, possibly longer, to reach an annualized production rate of approximately 1 million Optimus robots, equivalent to roughly 20,000 per week. • Elon said Tesla may release a new Optimus V3 demonstration video within one or two months, saying that it should show genuinely AI-driven tasks rather than preprogrammed movements. • Tesla is targeting mid-2027 to integrate its AI5 chip into Optimus. • Management said Optimus production costs are trending toward the expected manufacturing cost of Cybercab, although the robot's design is still being refined. • Tesla hopes to manufacture its first experimental semiconductor chips around May or June 2027. Tesla is targeting useful chip production at volume in Terafab around Q3 2028. • Management expects higher Megapack average selling prices and further improvements in gross margins (currently 33%) as production expands.

Elon Musk on Tesla's Q3 earnings call: "Demand is growing rapidly for our vehicles, and exceeding our production."

Tesla says they have officially started Optimus production in Fremont on their high-volume lines. "The bots coming off this line are the first production quality bots that we have manufactured. While we will continue to iterate on the hardware and manufacturing process, we have proven that the current manufacturing process for Optimus is suitable for a commercial product."

WOW, Tesla says that they achieved record FSD attach rates in North America in Q3 2026, with a whopping 75% of all new deliveries including FSD subscriptions, up from 55% in Q2 2026 "We believe that FSD is driving demand in markets where it is available, and we continue to work with regulators to get it approved in other markets."

Ark Invest: "Tesla has scaled to seven cities across three states, and has completed more than 1 million unsupervised driverless miles in ~7 months, ~4x faster than Waymo’s first million. Tesla expects the ramp to accelerate with FSD V15 late this year. Tesla has framed FSD V15 as the gating factor for scaling its robotaxi service."

Sawyer Merritt @SawyerMerritt

5 days ago

ARK Invest has just released their new Tesla valuation model, projecting @Tesla could reach a $17.5 trillion valuation by 2031, and upwards of $20.4 trillion in a bull case. ARK's 2031 Tesla base case: $4,400/share • ~1M Optimus robots sold externally, generating ~$212B in

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SpaceX says @Starlink call centers use Grok Voice to answer 20,000 customer calls per day. ~70% are resolved with no human in the loop, and one in four sales calls ends in a purchase before the caller hangs up. Grok Voice 3.0 also handles millions of convos a day in Tesla vehicles.

Sawyer Merritt @SawyerMerritt

a week ago

SpaceX has just introduced Grok Voice 3.0 "It's the world’s most intelligent speech-to-speech model. It sets a new record for resolving customer support calls, has class-leading latency at under one second, and costs less than other frontier models. It's also cheaper to run than

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Delta has just unveiled a new way to distract you from their slow, unreliable Wi-Fi

Delta @Delta

a week ago

What makes a great flight? It’s not just the seat. It’s what you eat, what you sip, how you’re taken care of and all the details around you. We’ve been working on all of it, and it’s all part of the new Delta One ✨ Coming soon

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The new Tesla Roadster is a candidate for greatest product demo of all time

Elon Musk @elonmusk

a week ago

Timing is everything

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I think people are significantly underestimating just how much FSD has become a major driver of Tesla sales in North America. When I ask most people buying their first Tesla why they’re getting it, they now say: FSD. This wasn't the case even early this year. There has been a real shift these last 3-6 months in terms of awareness of this technology.

@elonmusk @Tesla @aelluswamy When will we have this option?

Here is more info about the Model Y L: • 0.216 drag coefficient (among the lowest of any SUV Tesla's built) • Aluminum liftgate: Stiffer yet roughly 17.6 lbs (8 kg) lighter than steel. • Low-drag wheel design: 0.003 Cd improvement contributing to 0.216 total Cd • 83 kWh battery • Vehicle to load & PowerShare • First deliveries begin in September • Model Y L Premium is eligible for the Refer and Earn program

Sawyer Merritt @SawyerMerritt

4 months ago

Tesla has just officially launched the larger Model Y L in the US, starting with a Limited Edition Premium AWD "Launch Series" trim! • Price: $61,990 • Launch Series includes: 1 year of FSD (Supervised), 1 year of Supercharging, 1 year of Premium Connectivity, plus your choice

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Hey @elonmusk congrats on the $1T status! Could you take a moment to see if you could spend just 0.0001% or less of that to bring the best social app, @X to Apple TV? Would love to be able to couch scroll through my feeds and watch live content like @SpaceX launches natively!

Tesla has just officially confirmed that the driver of the Model 3 that crashed into a home in Texas manually overrode the vehicle's self-driving system by pressing the accelerator pedal. The vehicle struck the home at 73 mph. A lot of mainstream media wrongly mislead people into thinking that it was the vehicles fault. Case closed.

Ashok Elluswamy @aelluswamy

4 months ago

@elonmusk @kylaschwaberow Yup. In this case, the driver manually overrode self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area. They reached a speed of 73 mph during the crash, and had the accelerator pressed even after the crash.

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Shame on every media outlets that inaccurately portrayed this as Tesla’s fault, misleading the public and damaging the company’s reputation in the process.

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Sawyer Merritt @SawyerMerritt

4 months ago

Tesla has just officially confirmed that the driver of the Model 3 that crashed into a home in Texas manually overrode the vehicle's self-driving system by pressing the accelerator pedal. The vehicle struck the home at 73 mph. A lot of mainstream media wrongly mislead people

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@allegrajacchia my best friend @justTTri is having X account trouble with incorrect suspension. Can you or someone at @X take a look? Thanks!

@elonmusk @Tesla I was able to snag a Cybertruck loaner during my model Y performance service appointment, and I have to say that you are absolutely right Elon that the 📐truck is more amazing than people realize. I would give up my brand new model Y for it!

@nikitabier @OffgridIreland @nikitabier you still haven't fixed my best friend's account @JusTTri that you banned, and then said you were going to un-ban in an email to him after an appeal, and then subsequently deleting his account. Could you look into this please?

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@elonmusk @X why did you suspend my best friend @JustTTri ? He wouldn’t hurt a fly!

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