Keep Well Clinic

[Keep Well Clinic @KeepWellLtd]

@GrindeOptions 99%😋

[Keep Well Clinic @KeepWellLtd]

@whyyoutouzhele 时间？地点？

[吴祚来 @wuzuolai]

慢山图文
共产党人不一定是敌人，
许多是迫不得已入党
或随了大流
但党组织
党章决定了，
与文明世界为敌。
解构中共
其实是解放共产党人

[Keep Well Clinic @KeepWellLtd]

掌声👏

[Rust all in Tsla @Rustallintsla]

给大家提供一条角度，重新认识特斯拉，作为一个投资角度。

结论： 特斯拉是我们这代人，尤其是普通人能接触到的一辈子难求的arguably 唯一的值得投资的资产标的。

理由： 买股票最怕的是什么？ 管理层cook the book，粉饰业绩。但凡是对会计准则和实操会计了解一点的，都知道这里面规定再多，可以操作的空间也是非常大的。作为散户，我们看财报，看业绩，只能追求一个大概率的模糊正确，而且还有概率会爆雷，因为财报就是拿来给投资者看的，说白了，就是一场秀。 （听懂掌声）

然而，（BGM起） 特斯拉由于马斯克的缘故，财报从不作秀，所见既所得，you get what you see! 甚至CEO亲自下场反向喊单。 今天说股价太贵了，明天说Optimus要远比想象中发展的慢，逼拉逼拉的。

这种极致的透明度使得特斯拉的财报非常独树一帜，没有一丝作秀性质，纯纯的就是脱了裤子，一丝不挂给你看，还不够，隔三差五还要自己搬开自己给你看，简直丧心病狂。

所以，这样一个投资标的，你能找到第二家？

你可以选择投资特斯拉，你也可以选择不投资特斯拉，但是你绝对不会“被” misleading 投资特斯拉。

[寒梅傲雪 @LuzShaunda86368]

人类最伟大女性政治家的演讲，让你一眼分辨民主和极权！14亿中国人都该看看！

[𝑾𝒆𝒍𝒍𝒊𝒏𝒈𝒕𝒐𝒏等日落 @WellingtonPixel]

以史为鉴

[Keep Well Clinic @KeepWellLtd]

@TReverie 建議“台灣” 改“中華民國”

[Keep Well Clinic @KeepWellLtd]

@sergiumogan Nearly 4 years and 63000 km, 🙌

[Keep Well Clinic @KeepWellLtd]

@TheXiangYang @T2lprv8 医生医国医民🫶

[Randy Kirk @RandyWKirk1]

Fabulous analysis. Sign me up!

[Farzad 🇺🇸 🇮🇷 @farzyness]

People still actually think that I'm "trolling" or "doing it for clicks" when it comes to Cybercab with steering wheel and pedals.

Let me restate my thesis for the 69th time - completely unchanged from the very beginning - to clear up any confusion:

Tesla will be FORCED to sell a car with steering wheel and pedals that will be built on the Cybercab line - either a literal Cybercab or a Cybercab-like vehicle - because their production capacity will VASTLY OUTSTRIP the number of places they can physically drop the car - primarily due to regulation - during a massive cash burning phase for Optimus Bot and Terafab.

Tesla's stated goal for Cybercab production is the same as the rest of the fleet combined - call it roughly 2 million units per year.

Tesla will likely reach this sometime around 2027 into 2028.

That's roughly 40,000 Cybercabs PER WEEK of production.

Between here and then, there will be a VIOLENT RAMP - likely starting in the 2nd half of this year - where the number of Cybercabs Tesla will product per week will increase RAPIDLY week over week.

This is called an S-curve ramp - where the first and last 20% of the ramp are very slow, and the middle 60% is insanely fast.

So the question becomes - does Tesla have the technical capability, infrastructure capability, safety validation, and regulatory approval to align with the ramp?

If you look at the current picture, the only state where there's a clear pathway for Tesla to dump Cybercabs anywhere they like is Texas. Yet Tesla's geofrence is quite limited as of today.

But let's assume that by the end of next year, Tesla can operate anywhere in the three major metro areas of Dallas/Fort-Worth, Austin, and San Antonio.

If you ask Grok for an estimate of PEAK Uber drivers in those 3 regions combined for the entire metro areas, it comes up with a number around 70,000.

That is LESS THAN 2 WEEKS OF PRODUCTION OF CYBERCAB FULLY RAMPED.

And that is assuming a) Tesla has completely and utterly displaced Uber in all those markets b) there's 0 regulatory/safety hurdles c) there's little to no lobbying effort from disrupted entities like Uber, Legacy Auto, Taxis, etc.

And we're not even talking about the infrastructure build out needed for charging, servicing, cleaning, etc. What's the likelihood all of these will be ramped up to coincide with Tesla's explosive increase of the fleet?

And so simply extrapolate this to the rest of the country and the world and ask yourself - what is the likelihood that Tesla's ramp of Cybercab without steering wheel and pedals will align with the ramp of all the needed approvals/validations/buildouts that would allow regions to ABSORB that many Cybercabs.

But you know what solves this problem ENTIRELY and allows Tesla to run the Cybercab line AT FULL CAPACITY with 0 risk of anything slowing them down?

SELLING IT WITH A STEERING WHEEL AND PEDAL.

And then when regulation, safety, infrastructure, and validation is all aligned you simply a) yank the wheel and pedal for units you are producing to dump in those regions and b) customers can do the same for personal/Robotaxi use.

Do you really think Tesla is going to find it acceptable to have a Cybercab line that is not running full tilt, burning cash for no reason - WHILE THEY ARE RAMPING BOT AND TERAFAB?

ARE YOU GUYS ACTUALLY INSANE?!?!?!?!?

It's so unbelievably obvious that this is going to happen, that it actually melts my brain that so many in the Tesla community are so unbelievably blind to this unbelievably obvious outcome.

Unbelievable.

Kiss the Ring.

$TSLA

[Keep Well Clinic @KeepWellLtd]

@garyblack00 Hey watch out, Semi truck and Cybercab coming soon!

[Teslaconomics @Teslaconomics]

Congratulations to all HW3 Tesla owners!

Today marks the end of a journey that began back in 2019.

Tesla sold HW3 with the promise that it had the hardware needed for Full Self-Driving. Many owners believed in that vision early, purchasing FSD outright for $8,000-$15,000, years before it could deliver its full potential. Those purchases helped fund the continued development of Tesla’s FSD program.

As AI models rapidly evolved, HW3’s limited memory bandwidth became a real engineering challenge. Millions of owners watched HW4 continue advancing while their cars remained on FSD v12.6.4 for more than 15 months.

Instead of abandoning roughly 3-4 million HW3 vehicles, Tesla built a new solution.

Using model distillation, Tesla compressed the intelligence of FSD v14 into a purpose-built model optimized specifically for HW3.

Today, FSD v14 Lite officially began rolling out to early-access HW3 (AI3) owners.

The result:
• Near-feature parity with FSD v14 in supervised driving
• Smoother, more responsive driving
• Parking, reversing, and arrival options
• Improved comfort and safety
• Wider rollout over the coming weeks

This timeline I made tells the story of one of Tesla’s biggest software engineering challenges - from an ambitious promise, through hardware limitations and years of development, to delivering a meaningful upgrade that will impact 4+ million legacy Tesla vehicles.

Major win for the @Tesla_AI team! 👏

[Keep Well Clinic @KeepWellLtd]

@SydneyDaddy1 哪里乳华了？分明是辱🐎

[Keep Well Clinic @KeepWellLtd]

@lingm167 @ShenDuQiePian @whyyoutouzhele 狗🐶是人类的朋友，别羞辱

[stevenmarkryan @stevenmarkryan]

• Cybercab Launch Imminent
• New Docs, New Details

[Keep Well Clinic @KeepWellLtd]

@frankwang3927 @liumangyan 🇯🇵岚山竹林小径

[Keep Well Clinic @KeepWellLtd]

@KEJHM 城管杀人！

[Keep Well Clinic @KeepWellLtd]

@DabarEchad 😜

[Keep Well Clinic @KeepWellLtd]

@Rustallintsla 🤝