@herbertong '21 Model S Plaid (HW3) + FSD owner here.
Elon 26Q1 Call: “We’ll give you trade-in credit for FSD.”
Me: Great! I'll take a new Model S—
Elon: “Discontinued.”
Me: Model X—
Elon: 😐Nope. Maybe wait for a retrofit.
Me: Great, I’ll just put that next to my Roadster reservation.
@farzyness That sounds like a good time... hopefully they leave the Tesla earnings call microphones back at Tesla. SpaceXAI proved that good audio in an earnings call is, in fact, possible.
@SawyerMerritt Hey Sawyer! Are you able to confirm if it has Vehicle-to-Home capabilities? Not just Vehicle-to-Load?
You mentioned in a previous post that it comes with V2H, but after speaking to a Rep at Tesla Newport Beach, he said it doesn’t come with V2H, but he didn't seem certain.
@SDembraski Hi. Have you been able to confirm it will jave Powershare (Vehicle to Home). @SawyerMerritt posted about it a while back, but I have not seen any information from @tesla confirming it.
@SawyerMerritt Hey Sawyer! I have been looking everywhere for the confirmation that the U.S. variant of the Model YL will PowerShare (Vehicle2Home). Can you please let us know where you found this information?
Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 https://t.co/bIgpYuaYCj
I’m stunned.
I just spent the last two days in DC meeting with people to discuss AI projects. These people are leaders in finance and security.
Not a single one believed me when I said my @Tesla drives itself.
The common responses were:
1“But you have to hold the steering wheel.”
2“But you can’t use it everywhere.”
3“No one wants to charge for two hours.”
4“It doesn’t really work. Not like a Waymo.”
5“How can Tesla be ahead if they don’t have robotaxis?”
6“The Cybertruck is ugly.”
The funny part?
When I calmly told them they were wrong and explained my actual experience — that I don’t have to touch the wheel, I’ve driven it from Florida to Boston and NYC, we use it every day, charging only takes 15 minutes on road trips, and it actually works better than Waymo in many real-world situations — they hated it.
They doubled down.
So I asked: “Do you have a Tesla?”
Blank stares.
My response: “Maybe don’t question the guy who actually owns and uses the thing we’re talking about — especially when you’ve never tried it.”
Believe it or not, they did a 180.
A few of them immediately softened and said, “I’ve actually been wanting to test it out. My wife keeps talking about it.” 😏
We are so early $TSLA.
🚨 Everything Elon Musk Announced at $TSLA Q1 2026 Earnings Call | Supercut
Pauses and dead silences removed to save you time, plus timestamps included so you can jump to key sections easily.
00:00 Welcome and Safe Harbor
02:34 Vehicles and Autonomy
03:31 Energy and Megapack
05:08 Optimus and AI Chips
07:24 Financial Update
13:35 Capex and Investment Phase
18:34 Unsupervised FSD Roadmap
20:21 Hardware 3 Upgrade Plan
22:33 AI5 and Compute Strategy
24:59 Europe FSD and Robotaxi
26:27 Robotaxi Safety and V15
29:50 Energy Generation Solar
30:52 Analyst Q&A Terra Fab
34:55 FSD Adoption and Optimus AI
41:24 Models Batteries and Robotaxi Metrics
@thejefflutz '21 Model S Plaid (HW3) + FSD owner here.
Elon 26Q1 Call: “We’ll give you trade-in credit for FSD.” Me: Great! I'll take a new Model S—
Elon: “Discontinued.”
Me: Model X—
Elon: 😐Nope. Maybe wait for a retrofit.
Me: Great, I’ll just put that next to my Roadster reservation.
@herbertong '21 Model S Plaid (HW3) + FSD owner here.
Elon 26Q1 Call: “We’ll give you trade-in credit for FSD.”
Me: Great! I'll take a new Model S—
Elon: “Discontinued.”
Me: Model X—
Elon: 😐Nope. Maybe wait for a retrofit.
Me: Great, I’ll just put that next to my Roadster reservation.