Dooney

Assist greatness

[Dooney @DooneyMichael]

The future is bright @Tesla

[Nic Cruz Patane @niccruzpatane]

Here is a summary of Tesla’s Q1 2026 Earnings Call, if you missed it:

Elon Musk opened with "We’re going to be substantially increasing our investments in the future, so you should expect to see a very significant increase in capital expenditures. I think it’s well justified for a substantially increased future revenue stream."

• The V3 Optimus design is almost ready to demonstrate. Unveil will happen during the middle of this year.
• Elon wants to unveil the new design closer to production since competitors will copy the robot's design, as they did with previous versions.
• Optimus V3 production could begin around July-August of this year.
• Tesla is already discussing ideas for Dojo3.
• Tesla has finalized plans for the research chip fab on the Giga Texas campus, and will start construction of that this year.
• Tesla expects EU-wide FSD approval later in Q2.
• Tesla is working on getting broader FSD approval in China, hopefully by Q3.
• Tesla: "We now emphasize FSD as a product and vehicle as only the delivery mechanism."
• Tesla expects 2026 Energy deployments to be higher than 2025.
• The last S/X production will be in Early May.
• Tesla has been dismantling S/X production lines to make way for Optimus production.
• Elon says he hopes to have Unsupervised FSD or Robotaxi operating in a dozen or so states by the end of this year.
• There has been no injuries to date with Robotaxi.
• Elon thinks FSD or Robotaxi revenue will not be super material this year, but thinks it’ll be material probably in a significant way next year.
• Elon predicts Unsupervised FSD will be available in customer cars in Q4 2026: "I think we would release unsupervised gradually to the customer fleet as we feel like a particular geography is confirmed to be safe."
• Elon says HW3 cannot achieve Unsupervised FSD. Tesla will offer upgrades to HW4 by setting up micro-factories in major metropolitan areas to make the switch.
• Tesla will offer a trade-in discount for HW3 customers who want to upgrade to a new AI4 car.
• Ashok says HW3 V14 "lite” will release by the end of June. It will include start of park, and other V14 features in AI4 V14.
• Elon thinks it makes sense to eventually upgrade all HW3 cars to HW4 so the can join the Robotaxi fleet.
• Elon says Tesla’s new AI5 chip is not immediately needed in the car, since AI4 can achieve far greater than human safety levels.
• Tesla is planning a AI4+ upgrade, to use a newer generation RAM. It’ll go from 16B to 32B per SoC, so a total of 64 GB. "Probably a 10% increase in compute in trillions of operations per second and in memory bandwidth."
• Production of AI4+ begins in the middle of next year.
• Elon Musk says FSD V15 will release at the end of 2026, or early 2027.
• AI4 hardware will be able to run FSD V15.

[David Sacks @DavidSacks]

This brilliant lesson on communication by @rabois is why the AI leaders are failing. It’s not sufficient just to “speak your truth.” You have to communicate in a way that elucidates your audience. Convincing the public that your company is a menace obviously fails that test.

[Andrew Lokenauth @FluentInFinance]

10 years ago:

A McChicken was $1
A dozen eggs were $1.50
A Chipotle burrito was $6.50
Netflix was $9
A full tank of gas was $35
Rent was $1,400
A used Honda was $10,000

[Dooney @DooneyMichael]

@Huncho_Jman Terrific data

[Dooney @DooneyMichael]

High school basketball highlight mixtape #dunk

[Dooney @DooneyMichael]

Legendary

[Paul Knepper @paulieknep]

Jim Boeheim with his young assistant Rick Pitino looking on.

[Dooney @DooneyMichael]

@irish_tr4sh @OptimistWolves Mobster moves

[Thor Torrens @ThorTorrens]

Spotted $ZEC whale in the wild

[Hoop Herald @TheHoopHerald]

This is worth the watch

What do ”First Place” people look like?

(Via @coachajkings 🎥)

[Dooney @DooneyMichael]

No lies told

[Elon Musk @elonmusk]

The article is totally false btw. You can add up every government incentive my companies have ever received and they amount to less than 2% of the value of SpaceX and Tesla!

And many of these incentives actually helped our competitors disproportionately to Tesla or SpaceX.

For example, when President Trump removed the $7500 tax credit for electric vehicles, Tesla sales actually INCREASED, because more buyers shifted from other EV makers to Tesla.

[Dooney @DooneyMichael]

Bingo

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Pakistan's Prime Minister announces that the US and Iran have officially reached a peace deal and the official signing will take place on June 19th in Switzerland.

"Both sides have declared the immediate and permanent termination of military operations on all fronts, including in Lebanon," he says.

[Dooney @DooneyMichael]

@ThorTorrens Wemby lost his NBA reputation

[Dooney @DooneyMichael]

@Timberwolves @RoccoZikarsky Aussie Aussie Aussie

[Dooney @DooneyMichael]

Brunson efficiency data is not superstar level, but he showed he is one all playoffs.

How does your soul focus become about winning? Nothing else matters

[Connie Carberg @ConnieScouts]

Great question and even better answer by MVP Jalen Brunson! #Knicks

[Dooney @DooneyMichael]

Everyday is a gift

[Dooney @DooneyMichael]

@GoodTexture @grok what is a lot of money?

[Dooney @DooneyMichael]

Okay

[Ming @tslaming]

BREAKING 🇨🇳 Tesla China has increased the estimated delivery times for all Model 3 variants to 4–6 weeks from the previous 1–3 weeks, reflecting robust demand as the quarter draws to a close 🔥

[Dooney @DooneyMichael]

Ron B

[Muskonomy @muskonomy]

NEWS: The investor who put about $380 million into Tesla starting in 2014 says the largest IPO in history is only day one for SpaceX.

Ron Baron runs Baron Capital and has backed SpaceX across his funds for years. He held Tesla through every crash and made a fortune doing it.

On the SpaceX debut he said it "feels like day one" and that the company is just getting started.

Asked who the next SpaceX is, his answer was simple. There is no next.

[Dooney @DooneyMichael]

@tommyhockey6

[Tesla North America @tesla_na]

Free Supercharging for Model 3 Premium & Performance orders in the US ends Monday

[Dooney @DooneyMichael]

Saw stick man in Lakeville late tonight, It was a good day