Biblio Inversor

Inversor | Analizo empresas y te las cuento.

Tesis completas en mi DM👇🏻

[Sawyer Merritt @SawyerMerritt]

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 of any exterior paint color, interior color, and wheel option at no additional cost.
• Other Launch Series exclusives: Badging, floor mats, puddle lights, suede dash inserts and sill plates.
• Range: 325 miles
• 0-60 mph: 4.4s
• Battery: 88 kWh
• Six exterior paint options: Stealth Gray, Diamond Black, Pearl White, Marine Blue, Ultra Red, and Cosmic Silver (new to the U.S.)
• Two interior color options: Black & Zen Gray
• Two active air-cooled wireless phone chargers in front
• Vehicle-to-load (V2L). Comes with V2L adapter. No PowerShare.
• Wheel sizes: 19" (325 mile range) and 20" (320 miles)
• All-black headliner
• Three row, six-seat layout
• Front seats: Powered thigh extenders, heated & ventilated, adjustable headrests
• Second row seats: Captains chairs, electric lifting armrests, ventilated & heated, electric folding, additional air vents in B-pillar
• Third row seats: Heated, electric folding, cupholders and dedicated air vents in C pillar, two LED lights in ceiling
• Length: 196" (7" longer than Model Y)
• Curb weight: 4,600 lbs
• Total storage space: 89 cubic feet
• 16" center screen, 8" second-row screen
• Peak Supercharging speed: 250 kW
• 18 speakers, including one subwoofer
• Second row and third row seats fold completely flat
• 12v outlet in rear trunk area
• Suspension: Second-generation suspension system. Equipped with continuous variable damping.
• 8 cameras, including front bumper camera with washer
• RGB ambient lights, silver-coated glass roof for better heat rejection, 360 acoustic glass, HEPA air filtration system (same as on current smaller Model Y).

Deliveries in the U.S. start in October.

More photos in thread below:

[Sawyer Merritt @SawyerMerritt]

Tesla deployed 13.5 GWh of energy storage in Q2 2026, the company's 2nd best quarter ever.

[Alex @alex_avoigt]

Here we Go: Tesla with an impressive Q2

[Tsla Chan @Tslachan]

$TSLA 🇨🇳
BREAKING : Tesla China posted wholesale sales of 89,091 units in June, up 24% year-over-year and the highest monthly record for 2026.

China's data is usually released a few days after Tesla's quarterly production and delivery figures are released, but today this number came out first! (Data: CPCA)

[Christopher Dungeon @ChrisDungeon]

The used car market will be flooded with ICE vehicles over the next 5 years thanks to $TSLA Cybercab.

Why go through the hassle of owning a vehicle when you can just summon an all-inclusive Cybercab lease for $500 a month.

ICE depreciation will be next level 🔮

[The Humanoid Hub @TheHumanoidHub]

Everything Lars Moravy, Tesla's VP of Engineering, said about Optimus in the latest interview on Herbert's channel:

On the transition of Fremont's Model S/X lines to Optimus:

- Space has been cleared out
- Our first line has landed (in Fremont) from our automation groups in the Midwest and Germany, and we've started to install it
- Machines are going through the last stages of FAT (field acceptance testing)
- The first line is quite modular, so bring-up can be quick
- A line takes 2-3 days to install and a week to get going
- After proving out the first sub-line, we have 40 more to go
- Sub-lines are for different components like actuators, torso, battery, limbs, etc.
- Multiple factors go into 'make-vs-buy' decisions: does a supplier know how to do it, do we keep the IP in-house, is the investment significant, is the risk of change high

Do car manufacturing strengths pass to Optimus?

- Tesla has learned the hard parts of scaling from cars and batteries: parts flow in/out of the factory building, multiple levels of supply chain, multi-sourcing, crisis management
- Optimus benefits from that foundation. The lines are designed by the same experienced people who have learned the importance of precision and repeatability, and OEE and uptime
- The BOM cost of a car is more than a robot (Optimus)
- Tesla has the trifecta: scale manufacturing, electric motor design, and real-world AI
- Optimus is more like a car than a consumer electronics device, because of its high functional safety and multi-axis dimensions

The humanoid form factor:

- The form has to feel like it belongs in our space
- It's important to start with C-3PO (a humanoid from), then we'll see expansion into other forms like R2-D2

[Sawyer Merritt @SawyerMerritt]

Tesla is expected to release their Q2 production and delivery results tomorrow morning (July 2nd) before 9:30 AM ET.

Wall Street is expecting a delivery number of 406,000, with @TroyTeslike at 466,000. Tesla will also release their Q2 energy storage deployment numbers. As always, I'll report the results the moment they come out.

[Cybertruck @cybertruck]

Guardian of the fleet

[Elon Musk @elonmusk]

Walking the Optimus production line in Fremont

[Deus Ex Machina @nishkidoonoo]

$TSLA is on the cusp of a rerating…
I expect we lose more investors on the way up, than we ever have on any given sell off… many people will think “there’s no way it can keep going” and miss out on the epic run

[Whole Mars Catalog @wholemars]

That's a lot of Cybercabs!

[Pejjy @CuriousPejjy]

More buyers than sellers folks.

Remember that! $TSLA

[Sawyer Merritt @SawyerMerritt]

Tesla has just made its first big hire for its Terafab!

Tesla has hired Gary Jiang, a semiconductor manufacturing veteran of nearly 18 years at Intel, to serve as director of its Terafab chip-fab project in Austin.

Jiang lists his current role as “Director, Tera Fab” at Tesla.

More info: https://t.co/RtS5bu2UKb

[Roland Pircher @piloly]

Level 4

[Tesla @Tesla]

Engineering tests of the first production Cybercab have begun in Austin

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin

[Tobias Goebel (Unsupervised) @tpgoebel]

Tesla will unleash their fleet of Cybercabs as official Robotaxis on the 4th of July: Independence Day. Independence from driving yourself.

That same day, “self-driving” officially changes meaning; it will now refer to YOU driving.

The "Start Self-Driving" button in your Teslas will change to just "Drive".

[Ray @ray4tesla]

Haven’t seen TSLA move like this in a while. Something is brewing…

[Ming @tslaming]

GOOD NEWS 🇺🇸 Tesla's autonomous rollout in Texas is accelerating 🔥 The official state registry just got another major update, officially pushing the permitted robotaxi fleet up to 84 vehicles 🔥

[Yoda @teslayoda]

🔥Tesla is standing up Robotaxi service operations in Amsterdam.