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Another of @CernBasher's exceptionally informative videos with @pbeisel exploring @elonmusk's latest strides. Highly recommended! Lengthy and detailed. Not to be missed! https://t.co/zILcUsxHTm
Actually today is April 16, 2026; not 2027. As of moments ago, https://t.co/MzdLmD5MfW is showing One (1) more added in the Bay Area bringing the fleet total to 581; 486 in Bay area; 95 in Austin.
This is the sound of the all-electric Tesla Semi.
Deliveries of the new Production Version begin this year:
• Long Range model has 500 miles of range with a full payload.
• 1.7 kWh per mile efficiency (average diesel semis are roughly 5–7 kWh per mile equivalent energy use).
• Tri-motor powertrain with 800 kW of power (~1,073 hp), 3x the power of the average diesel semi.
• The battery in the Semi is designed to last 1M miles.
• Standard Range model (325 mi) has a similar turning radius as a Tesla Model 3/Y.
• 0.4 drag coefficient.
• Independent truckers are able to buy a Semi for use, not just fleet owners.
• Semi fleet uptime is at 95% due to extremely low maintenance and reliability.
• Integrated safety features in the Semi protect not just the driver but others on the road as well.
• Future wireless charging.
• Semi uses the same 4680 battery cells found in the Cybertruck.
• Semi can power a whole refrigeration trailer or any powered unit. The technology is shared with Cybertruck Powershare.
For those impacted by Super Typhoon Sinlaku, Starlink is providing free service through May 15th to new and existing customers. We’re also working with local governments and response organizations to support emergency connectivity across affected areas → https://t.co/ofzXH5PW4F
This man is a leader.
Ten years ago he had a crazy idea. Let’s train a computer vision model that can drive a car.
It was an idea that was ahead of its time. We didn’t have the giant Nvidia clusters we have now back then. An end to end neural network to handle the entire driving task was impractical and a pipe dream.
His team faced technical challenges. Pushback. Jeers and screams from every journalist who said it would never work. Resistance from regulators.
And he persisted. He kept investing. Any other CEO probably would have given up, and shut the project down. He didn’t. He never gives up. And now, he’s finally cracked the self-driving problem and is rolling out the first driverless cars using just computer vision in history. Now Europe has self-driving for the first time. He kept pushing and pushing until he broke through. And he’ll keep on pushing until every country in the EU has self-driving.
A huge amount of credit goes to Ashok, the Tesla AI team, Andrej Karpathy, the chip team, and many technical geniuses. But it’s often not appreciated that visionary leadership was required to even bring this team together, and allow them to thrive.
You can disagree with him, mock him, glorify or vilify him. Just about the only thing you can’t do is ignore him. Because he changes things. He pushes the bar higher. He leads our species forward.
Thank you so much to the entire Tesla team (including Elon) for building us such incredible products. My Tesla makes my life better and easier every day, especially the self-driving. I hope everyone on the Tesla team knows how impactful their work is to the lives of millions of customers.
"Today at the airport, I witnessed a moment I'll never forget. A soldier was asleep on the floor while her loyal dog sat on her, guarding her whitout moving. It was such a powerful scene, it truly brought tears to my eyes." 💕 https://t.co/BBXef8PuOh
Hi everyone. Here are the final Tesla delivery estimates for Q1 2026:
• My estimate: 375,000
• Analyst consensus: 365,645 (based on Tesla’s survey of 23 analysts, known as the Company-Compiled Consensus, published on Mar 26)
Last year, Q1 deliveries were 336,681 units, unusually low because of the Model Y Juniper transition. It’s a low bar to clear, though it’s still unclear whether full-year deliveries will exceed 2025.
Troy's final Q1 2026 Tesla delivery estimate: 375,000
• Analyst consensus: 365,645 (Tesla's own survey of 23 firms)
• Potential beat: ~9,355 units - 2.6% above the Street
Q1 just closed. Results drop in the next few days. The delta between estimates and actuals is the real demand signal.
https://t.co/YbrtyVRzhj
@elonmusk 119 sats on reusable hardware-Starlink's per-launch costs now rival what competitors spend on a single platform. Dominance through economics, not just technology.
How long such "sold" units sit on dealer lots prior to actual sale to end users is an important metric.
As it's earnings season, the metric would be informative to see, both, per manufacturer and industry avg. I do recollect seeing the collected data presented here on X. @CernBasher, @herbertong, @wholemars, @SawyerMerritt, @GuyDealership, @TeslaTrackerUS, @TeslaBest
Clicked Grok icon (upper right in this post); Grok report:
"Tesla trackers report low inventory days for its models—Cybertruck at 5 days, Model Y at 7 days—indicating strong demand, compared to the US auto industry's 69-day average in March 2026.
BYD's early 2026 sales fell 41% year-over-year in February, with exports up but domestic declines signaling potential excess dealer stock, though exact turnover data remains limited in public reports."
70-90% of BYD auto sales are into dealerships. Meaning these sales figures aren’t cars taken ownership by end users, it’s just the transfer from the BYD factory to a dealership or wholesaler.
Without knowing their channel inventory with any certainty, we don’t know how off their sales really are.