Ping Hsieh

A curious observer navigating life's intricate tapestry, finding fascination in tech and everyday things

[TexasTSLA @TexasTSLA]

Probably nothing.... 👀

[James Stephenson @ICannot_Enough]

🚨BREAKING:
Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA

[SpaceX @SpaceX]

Watch Starship's twelfth flight test https://t.co/caRB1thMlg

[Rose Celine Investments 🌹 @realroseceline]

Where things really separate is what they’re building behind the scenes. Expanding global capacity, ramping Cybertruck, preparing Cybercab and Semi, and setting up entirely new product cycles.

Then you get to robotics, which sounds insane until you realize how serious they are. A production line capable of 1m Optimus units a year, eventually scaling to 10m.

AI is the center of everything. FSD keeps improving, but more importantly they’re building their own compute, chips, and infrastructure. Cortex, Dojo, AI5. They’re not just using AI, they’re trying to own it through vertical integration.

And then they go even further with vertical integration. Chips, batteries, materials, lithium refining. The goal is clear, they want to control the entire system so nothing becomes a bottleneck.

Robotaxi is still early, and people are impatient. They’ve launched unsupervised rides in a few cities and expanded testing. Paid miles doubled, but it’s still not meaningful financially. That’s fine with me because this was never a one quarter story.

The strategy is what matters. Replace the fleet with Cybercab, own the network, and monetize usage per mile. That’s a completely different business than selling cars.

None of this happens next quarter or even next year. Robotaxi, Optimus, AI driven revenue, this is a multi year transition. The market constantly tries to pull the future forward, and that’s where mistakes get made.

If you zoom out 5 to 10 years, you start to understand the bull case. Tens of millions of vehicles generating recurring software revenue, a Robotaxi network monetizing miles, energy deployed at global scale, and potentially robotics on top. At that point, this stops looking like a cyclical business and starts looking like a platform.

That’s the upside. Not in selling more cars, but in what each car earns over its lifetime. If FSD, Robotaxi, and software scale, the incremental margins are dramatically higher than hardware. You could end up with a business that throws off massive free cash flow with much lower incremental capital per dollar of revenue. The economics are hard to comprehend.

In that world, Tesla becomes a true cash flow machine. The installed base keeps generating revenue, while the cost to serve each additional dollar declines. That’s how you transition from a capital heavy manufacturer to something that behaves more like a software platform.

The risk is just as clear. $TSLA can win technologically and still disappoint investors. We’ve seen entire industries get built where the economics end up somewhere else. The question isn’t whether $TSLA builds something incredible, it’s whether the returns justify the capital.

If autonomy doesn’t work, if Robotaxi never scales, if FSD never becomes truly unsupervised, then none of this matters. You’re left with a capital heavy auto business that spent tens of billions chasing something that never materialized. That’s the bear case.

When you step back, it comes down to a few things. The auto business is stabilizing, not exploding. Software is starting to scale. And everything depends on autonomy.

They’re spending billions on compute, chips, and infrastructure because if it works, this becomes one of the most powerful business models ever built. If it doesn’t, you’re left with a capital intensive auto company that never earns what people expect.

They’re basically telling you to stop valuing this like a car company and start thinking about it as an AI and fleet platform. So the real question isn’t whether $TSLA is impressive. It is. The question is whether this becomes one of the most profitable platforms ever built, or one of the most capital intensive science projects in history.

🌹

2/2

[Elon Musk @elonmusk]

Engineering is real magic

[Tesla @Tesla]

FSD Supervised approved in the Netherlands 🇳🇱

[Cody @ST0RM_B0RN]

My dad hasn’t driven a car in 3 years. My benchmark for when Tesla FSD has truly arrived, is if I would feel safe with it driving my father around.

FSD 14.2 clears that benchmark.

He now has the potential to travel to visit his grandkids or visit a grocery store, on his own. Safely.

Now if we can just have the option to automatically park in the handicap spot, it would be absolutely perfect for him.

[Daniel Geiger @DanielSgeiger]

I'm deaf and can't hear sirens, but my Tesla FSD pulled over instantly for an ambulance. I caught it on the app screen record. This is why FSD is huge for deaf drivers: it “hears” what I can't and keeps everyone safer. 🚑🤖 #Tesla #FSD #DeafCommunity #Accessibility

[Tesla @Tesla]

In order to understand the universe, you must explore the universe

[Tesla Aaron L @TeslaAaronL]

Check out the smart headlights on the Tesla Model Y L.

They automatically adjust to keep other drivers safe without blinding them!

[Clay Travis @ClayTravis]

The self driving Tesla is the second most transformative tech creation of the 21st century and I think it’s going to eventually surpass the iPhone, which is currently number one. The Tesla SD impact is just beginning, it’s like living in the future:

[Sawyer Merritt @SawyerMerritt]

Current average residential electricity prices and gas prices by U.S. state, with the average cost to fully charge a @Tesla Model Y Premium at home compared to the cost to fill a 2026 Honda CR‑V Hybrid AWD:

Ranked by cost per kWh (cost to charge Model Y Premium):
• Hawaii: $0.39/kWh ($30.81 per full charge)
• California: $0.34 ($26.86)
• Massachusetts: $0.32 ($25.28)
• Rhode Island: $0.31 (24.49)
• Maine: $0.30 ($23.79)
• Connecticut: $0.28 ($22.12)
• New Hampshire: $0.27 ($21.33)
• New York: $0.27 ($21.33)
• Alaska: $0.27 ($21.33)
• Vermont: $0.25 ($19.75)
• District of Columbia: $0.24 ($18.96)
• New Jersey: $0.23 ($18.17)
• Maryland: $0.22 ($17.38)
• Pennsylvania: $0.21 ($16.59)
• Michigan: $0.21 ($16.59)
• llinois: $0.19 ($15.01)
• Wisconsin: $0.18 ($14.22)
• Delaware: $0.18 ($14.22)
• Ohio: $0.18 ($14.22)
• Indiana: $0.17 ($13.43)
• Alabama: $0.17 ($13.43)
• Minnesota: $0.16 ($12.64)
• Virginia: $0.16 ($12.64)
• Colorado: $0.16 ($12.64)
• West Virginia: $0.16 ($12.64)
• Oregon: $0.16 ($12.64)
• Texas: $0.16 ($12.64)
• Florida: $0.16 ($12.64)
• South Carolina: $0.16 ($12.64)
• Arizona: $0.16 ($12.64)
• Kansas: $0.15 ($11.85)
• North Carolina: $0.15 ($11.85)
• New Mexico: $0.15 ($11.85)
• Georgia: $0.15 ($11.85)
• Wyoming: $0.15 ($11.85)
• Mississippi: $0.14 ($11.06)
• Oklahoma: $0.14 ($11.06)
• Montana: $0.14 ($11.06)
• South Dakota: $0.14 ($11.06)
• Washington: $0.14 ($11.06)
• Nevada: $0.14 ($11.06)
• Utah: $0.14 ($11.06)
• Kentucky: $0.14 ($11.06)
• Iowa: $0.14 ($11.06)
• Arkansas: $0.13 ($10.27)
• Nebraska: $0.13 ($10.27)
• Tennessee: $0.13 ($10.27)
• Missouri: $0.13 ($10.27)
• North Dakota: $0.13 ($10.27)
• Idaho: $0.12 ($9.48)
• Louisiana: $0.12 ($9.48)

Ranked by gas price (cost to fill a 2026 Honda CR-V Hybrid AWD):
• California: $5.15/gal ($72.23 per tank)
• Washington: $4.60 ($64.47)
• Hawaii: $4.51 ($63.18)
• Oregon: $4.18 ($58.65)
• Nevada: $4.18 ($58.56)
• Alaska: $3.92 ($54.89)
• Arizona: $3.84 ($53.84)
• Pennsylvania: $3.57 ($50.02)
• Michigan: $3.55 ($49.70)
• Illinois: $3.49 ($48.99)
• Maryland: $3.48 ($48.79)
• Indiana: $3.46 ($48.52)
• District of Columbia: $3.46 ($48.45)
• Florida: $3.45 ($48.34)
• Colorado: $3.39 ($47.47)
• Maine: $3.37 ($47.31)
• New York: $3.37 ($47.26)
• West Virginia: $3.37 ($47.26)
• Vermont: $3.33 ($46.69)
• Connecticut: $3.33 ($46.68)
• New Hampshire: $3.32 ($46.52)
• New Jersey: $3.31 ($46.47)
• Rhode Island: $3.30 ($46.20)
• Massachusetts: $3.29 ($46.09)
• Virginia: $3.28 ($45.98)
• Minnesota: $3.25 ($45.53)
• North Carolina: $3.25 ($45.50)
• Idaho: $3.23 ($45.30)
• Georgia: $3.22 ($45.16)
• Utah: $3.16 ($44.30)
• Iowa: $3.158 ($44.21)
• South Carolina: $3.13 ($43.90)
• Wisconsin: $3.13 ($43.90)
• Montana: $3.12 ($43.75)
• Kentucky: $3.11 ($43.55)
• Texas: $3.11 ($43.55)
• South Dakota: $3.06 ($42.95)
• Wyoming: $3.06 ($42.88)
• Nebraska: $3.04 ($42.56)
• Alabama: $3.03 ($42.48)
• Louisiana: $3.03 ($42.43)
• Mississippi: $2.98 ($41.85)
• Tennessee: $2.98 ($41.73)
• Arkansas: $2.97 ($41.68)
• Missouri: $2.97 ($41.65)
• Oklahoma: $2.96 ($41.48)
• Kansas: $2.91 ($40.75)

• Average cost in the U.S. to fully charge a Tesla Model Y Premium: $14.22 (up to 357 miles of range).
• Average cost in the U.S. to fill up a Honda CR-V Hybrid: $48.30 (about 518 miles per tank).

That’s 45% more range for the CR-V Hybrid, but 240% higher cost per fill, it can't self-drive and received a lower safety rating than the Model Y.

[Farzad 🇺🇸 🇮🇷 @farzyness]

Tesla Just Made the Biggest Bet in Industrial History

*** thanks to @DavidCarbutt_ and team for the edit.

[Sawyer Merritt @SawyerMerritt]

NEWS: Bank of America has resumed coverage on $TSLA with a Buy rating and a $460 price target, saying that FSD is the “leading consumer autonomy solution.”

"Tesla is at the forefront of autonomous driving, supported by a camera-only approach that is technically harder but much cheaper than the multi-sensor systems widely used in the industry. This strategy should allow Tesla to scale more profitably compared to Robotaxi competitors, helped by a growing data engine from its existing fleet."

The bank estimates that robotaxis make up roughly 52% of Tesla’s valuation. Beyond autos, the bank sees upside from the Optimus humanoid robot, and Tesla’s energy segment.

[Rishi Vohra @rishivohra]

🚨 My Tesla literally saved my life yesterday. What started as a normal drive turned terrifying fast.

I unintentionally fasted for 17 hours, took some medicine, and had a severe allergic reaction. My body shut down—I passed out while driving on the freeway, mid-conversation with my wife on the phone.

Thank God my Tesla had Full Self-Driving engaged. It detected I lost consciousness (thanks to the driver monitoring system), immediately slowed, activated hazards, and safely pulled over to the shoulder. No crash. No danger to anyone else on the road.

My wife heard me go silent and knew something was wrong. She used @Life360 to alert emergency services—they located me within 5 minutes.

They attended to me enough for me to tell them, 'I don't want to abandon my truck here on the freeway.' So the Tesla autonomously drove me the rest of the way to the ER. I walked in, got admitted, and they stabilized me overnight.

I'm being discharged today—levels back to normal, feeling grateful and alive.

Huge thanks to my incredible wife for staying calm and acting fast, and to @elonmusk @Tesla @tesla for engineering cars that literally protect lives when the driver can't. This isn't just convenience—it's life-saving tech. 🙏⚡❤️

[Tesla @Tesla]

First Cybercab off the production line at Giga Texas

[Whole Mars Catalog @wholemars]

Tesla Self-Driving 14 can spot and react dangers faster than I can

[Elon Musk @elonmusk]

Cybercab, which has no pedals or steering wheel, starts production in April

[Ray @ray4tesla]

Celebrating Year of the Horse marks the beginning of a new era for Tesla.

[Jack Brandt @JJackBrandt]

https://t.co/0eN8pCqfKU