Proof that sensor count doesn’t matter. It’s all about intelligence.
Tesla @Robotaxi avoiding collisions with a Waymo and an Avride that together use 10 LiDARs and 10 radars in Austin, TX.
My favorite quote from last nights $TSLA call underscores why shares are going higher.
Ashok Elluswamy (head of AI) responding to a question of how close are traditional auto makers from getting autonomy right
“Yeah. It's easy to get to the first 90% and make a cool-looking demo. But when you get in the long tail of this problem, it's so long that people don't realize anyone with their sane mind should not attempt to solve this problem”.
Tesla's @aelluswamy says FSD Unsupervised could start rolling out to customer cars in select areas the U.S. in Q2 2027. Those customers could then add their cars to the robotaxi network.
Tesla has just released a new video compilation of its fully autonomous/unsupervised Robotaxis (including Cybercabs and Model Ys) avoiding collisions and pedestrians, driving in heavy rain, stopping for emergency vehicles and animals, navigating tricky scenarios, and more.
Must suck to be an Elon hater. Everything the guy touches turns to gold, eventually. Even Twitter, which was worthless back in 2022, has turned to gold via xAi.
Betting against Elon is never a winning bet, long-term. It's like trying to short $SPY. Why bother?
@aaronburnett We definitely need to explain this in detail. Veterans of the cellular industry look at the chess board of existing pieces and don’t see a solution.
They don’t understand that SpaceX is developing entirely new pieces that fundamentally alter the strategic landscape.
@ICannot_Enough@wholemars@thunderf00t He will move the goalpost to “it will never reach Mars” and eventually the final catch all “Elon promised colony ten years ago”
i dont even like anime or go to shops like this. but i know this kind of place survives off razor thin margins, held together at the seams by a loyal customer base and like one or two guys who work tireless 80hr weeks. if you do this you should be pulled apart by horses. no trial
The Ferrari CEO praised @Tesla's new Roadster unveil today:
"It certainly shows that in the automotive world there's still a lot to be done. We have to keep dreaming. As a European, thank you for showing us how that, even in an old world, you can still innovate and dare."
He gave the Roadster launch 10 out of 10 for technology and 10 out of 10 for presentation.
Tesla has officially announced that it will hold its annual shareholder meeting on December 3, 2026. There are three items up for a vote:
• Re-electing Elon Musk, Robyn Denholm and JB Straubel to the board for three-year terms.
• A non-binding say-on-pay vote on 2025 executive compensation. The compensation table lists about $158.4 billion in 2025 stock awards for Musk.
• Approving PWC as Tesla's auditor for 2026.
There is no mention of any merger with SpaceX in this proxy filing. Letter from Tesla Chair of the Board, Robyn Denholm:
"Dear Fellow Shareholders,
2026 has been a year of investment and progress for Tesla. We continued solidifying our foundation by strengthening our core vehicle, energy and services businesses as we build the infrastructure for our next phase of growth.
We also moved closer to a future of autonomous transportation and real-world super intelligence (“SI”). This year, we began producing Cybercab at Gigafactory Texas and expanded our Robotaxi service to more U.S. cities. FSD (Supervised) usage grew exponentially as we continued to gain users and expand into new markets. We surpassed over 10 million vehicles delivered, and the Model Y remains on track to be the best-selling vehicle this year of any kind, globally, as we achieved record deliveries in countries around the world. We launched the Tesla Semi, which will revolutionize the trucking industry, and unveiled the long- awaited Next Gen Roadster. We also made progress in energy generation and storage, with record deployments out of Megafactory Shanghai and production of the new Megapack 3 at our Megafactory in Texas. As SI infrastructure demand increases, energy storage will be critical to expand capacity from the existing grid.
At the same time, we continued developing the products and investing in the infrastructure required to provide them at scale, including building our Semi factory in Nevada and the first production lines for Optimus, and additional data center capacity to train our SI systems. Our recent investments in battery and chip manufacturing, including our Terafab initiative, will help secure the supply of critical components enabling us to offer products affordably on a mass market basis so that humanity may benefit. We remain focused on managing costs and maintaining the financial strength to support our ambitious long-term goals.
We have accomplished a great deal, but we are still at the early stages of what we believe Tesla can become. Our employees’ innovation, hard work and dedication are essential to realizing that potential and creating lasting value for you, our shareholders. Your confidence in Tesla means a great deal to us, and we take the trust of our shareholders seriously. We listen to you, as your voices and votes help shape our governance and our future. And, as a Board, we want to continue hearing from as many of you as possible.
That includes retail investors, who face technological barriers to traditional voting. As a result, Tesla recently pioneered the creation of user-friendly practical tools to empower the voices of retail shareholders, which provide a no-fee, investor-directed voting process similar to those currently available to institutional investors. And because we believe all retail voices should be heard across the capital markets, we have made sure the framework supporting enrollment into voluntary retail voting programs would not only be available to Tesla, but to all public companies. As we look ahead, we have the building blocks, vision and team necessary to achieve our bold yet worthwhile objectives. I am honored to serve on the Board alongside Elon Musk and JB Straubel, two technological visionaries whose leadership has helped make Tesla what it is today. The three of us are grateful to have been nominated to serve for another term on the Board of this extraordinary company. We understand that a steady and experienced hand during this time of rapid technological change is essential to Tesla’s success. Therefore, your vote is critical to maintaining that leadership, and I ask you to vote FOR our re-election to the Board so we can continue guiding Tesla through our next phase of growth.
We have transformed numerous industries before, ranging from electric vehicles to battery storage systems. We could not be more excited to do it again, as we bring SI into the physical world. The best is yet to come.
Thank you for your continued support of Tesla. Very truly yours,
Robyn Denholm
Chair of the Board"