Tenacious

Tech. Space. Robotics. Gaming. EV. AI.

[Tenacious @TenaciousTek]

No tipping

No mysterious smells

No awkward small talk

No listening to shitty music

Why would anyone take an Uber again?

[Tenacious @TenaciousTek]

A second affair has hit the company

[tradfi news @tradfi]

*NVIDIA (NVDA) CEO JENSEN HUANG HAD AFFAIR WITH SUBORDINATE VP: NYT

*HUANG'S ALLEGED RELATIONSHIP WAS WITH NVIDIA (NVDA) HEALTH CARE VP KIMBERLY POWELL

*HUANG HUNG UP ON NYT INQUIRY; NVIDIA (NVDA) DECLINED COMMENT

$NVDA

[Tenacious @TenaciousTek]

@teslaflexx They will expand their lineup of fully autonomous vehicles

[Tenacious @TenaciousTek]

Tesla is finally making an affordable Cybertruck

[Tenacious @TenaciousTek]

There will be a family of Cybercabs

[Tenacious @TenaciousTek]

Tesla will delete models until the only cars they produce are fully autonomous

Except for the Roadster

“Roadster will be the only manually driven car that Tesla makes long term”

- @elonmusk

[Tenacious @TenaciousTek]

I’d rather have the Roadster

But also yes, Roadster will be more profitable

Cybertruck line was built to produce 10x more than current demand, and demand has been dropping each year, so it’s basically a massive waste of equipment and factory space

Roadster line will be optimized for current demand, plus margins will be much higher for each vehicle sold

[Tenacious @TenaciousTek]

Tesla’s future product lineup by volume

80% - Optimus
14% - Cybercab
.99% - Model Y
.01% - Roadster

[Tenacious @TenaciousTek]

The current production line is overwhelmed

The current line is operating at a fraction of its originally intended capacity, and you can’t just increase the capacity overnight as you’d need to change tons of logistics and supply chain orders, which doesn’t make sense to do if the product is being canceled soon

Even if the current line is overwhelmed, it’s still not profitable, nor is it anywhere near the original targets for the line

[Tenacious @TenaciousTek]

@CuriousPejjy Anthropic also said they will spend $150B on compute from SpaceX over the next several years

When they say they won’t renew next year, it’s likely either 1) They actually will 2) They will renegotiate a longer term deal

[Tenacious @TenaciousTek]

@UnpluggedTesla There’s a lot of proprietary technology in the Cybertruck

You really think they will just hand it over?

No chance

[Tenacious @TenaciousTek]

@CuriousPejjy Ew

I’d rather them reinvest into the company

[Tenacious @TenaciousTek]

Tesla robotaxi has more vehicles in Texas than Waymo

That didn’t take long

[Tenacious @TenaciousTek]

All future Tesla vehicles will be built for autonomy, no steering wheels or pedals, using the cybercab unboxed manufacturing process

Affordable autonomous vehicles for everyone

[Tenacious @TenaciousTek]

@Breaking911 They really thought Iran would be sensible

AHAHAHAHAHAHAHAHAHAHHHAHAAA

[Tenacious @TenaciousTek]

Tesla already showed us their future lineup

Cybercab, Robovan, Semi, Optimus

[Tenacious @TenaciousTek]

@jeremyjudkins_ Did you forget about something…

[Tenacious @TenaciousTek]

2 products will generate 95% of Tesla’s revenue in the future

The entire company will be optimized for them

[Tenacious @TenaciousTek]

@dezmondOliver Did you forget about the flying car?

[Tenacious @TenaciousTek]

@wholemars Yes and it will use the cybercab platform

[Tenacious @TenaciousTek]

Tesla would have sold millions