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[SpaceX @SpaceX]

Starship’s thirteenth flight test is preparing to launch as early as Thursday, July 16 → https://t.co/Rp7VwBzpWx

[Elon Musk @elonmusk]

Starship still tracking to fly tomorrow

[Sawyer Merritt @SawyerMerritt]

@MatthewDR Yeah. It makes no sense.

[Matthew Donegan-Ryan @MatthewDR]

So @CAgovernor has just enacted a rebate for EV’s <$50k.

@LucidMotors & @Rivian get an exception with no max.

Annual vehicles built in CA:
Lucid: 0.
Rivian: 0.
Tesla: 600,000.

Why is @GavinNewsomso against manufacturing in California and why did he drive out @elonmusk and @Tesla?

[Elon Musk @elonmusk]

Cybercab at a fork in the road

[Jeff Lutz 🔋 @thejefflutz]

RIM at scale (unit volume and % body mechanics) is game-changing. Kudos @Tesla

[Ashok Elluswamy @aelluswamy]

@chrisgpt Working on it.

[Chuck Cook @ChuckCook]

Everyone that was expecting something HUGE today was mislead by their own anticipation. The sustainability report today contained a LOT of new information about the scaling of things at GigaTexas. It was an amazing report, and exactly what Lars was speaking to.

In pilot speak we call this active monitoring, you have to actively defend against seeing, hearing or thinking things that are not actually being presented to you on the flight deck. For example, don't shut down a perfectly functioning engine because of a faulty warning light.

Keep the faith, @Tesla are working the problems and delivering amazing things, at an amazing pace.

[Whole Mars Catalog @wholemars]

No announcement from Tesla can ever match the imagination of the Tesla fans

[Farzad 🇺🇸 🇮🇷 @farzyness]

People still actually think that I'm "trolling" or "doing it for clicks" when it comes to Cybercab with steering wheel and pedals.

Let me restate my thesis for the 69th time - completely unchanged from the very beginning - to clear up any confusion:

Tesla will be FORCED to sell a car with steering wheel and pedals that will be built on the Cybercab line - either a literal Cybercab or a Cybercab-like vehicle - because their production capacity will VASTLY OUTSTRIP the number of places they can physically drop the car - primarily due to regulation - during a massive cash burning phase for Optimus Bot and Terafab.

Tesla's stated goal for Cybercab production is the same as the rest of the fleet combined - call it roughly 2 million units per year.

Tesla will likely reach this sometime around 2027 into 2028.

That's roughly 40,000 Cybercabs PER WEEK of production.

Between here and then, there will be a VIOLENT RAMP - likely starting in the 2nd half of this year - where the number of Cybercabs Tesla will product per week will increase RAPIDLY week over week.

This is called an S-curve ramp - where the first and last 20% of the ramp are very slow, and the middle 60% is insanely fast.

So the question becomes - does Tesla have the technical capability, infrastructure capability, safety validation, and regulatory approval to align with the ramp?

If you look at the current picture, the only state where there's a clear pathway for Tesla to dump Cybercabs anywhere they like is Texas. Yet Tesla's geofrence is quite limited as of today.

But let's assume that by the end of next year, Tesla can operate anywhere in the three major metro areas of Dallas/Fort-Worth, Austin, and San Antonio.

If you ask Grok for an estimate of PEAK Uber drivers in those 3 regions combined for the entire metro areas, it comes up with a number around 70,000.

That is LESS THAN 2 WEEKS OF PRODUCTION OF CYBERCAB FULLY RAMPED.

And that is assuming a) Tesla has completely and utterly displaced Uber in all those markets b) there's 0 regulatory/safety hurdles c) there's little to no lobbying effort from disrupted entities like Uber, Legacy Auto, Taxis, etc.

And we're not even talking about the infrastructure build out needed for charging, servicing, cleaning, etc. What's the likelihood all of these will be ramped up to coincide with Tesla's explosive increase of the fleet?

And so simply extrapolate this to the rest of the country and the world and ask yourself - what is the likelihood that Tesla's ramp of Cybercab without steering wheel and pedals will align with the ramp of all the needed approvals/validations/buildouts that would allow regions to ABSORB that many Cybercabs.

But you know what solves this problem ENTIRELY and allows Tesla to run the Cybercab line AT FULL CAPACITY with 0 risk of anything slowing them down?

SELLING IT WITH A STEERING WHEEL AND PEDAL.

And then when regulation, safety, infrastructure, and validation is all aligned you simply a) yank the wheel and pedal for units you are producing to dump in those regions and b) customers can do the same for personal/Robotaxi use.

Do you really think Tesla is going to find it acceptable to have a Cybercab line that is not running full tilt, burning cash for no reason - WHILE THEY ARE RAMPING BOT AND TERAFAB?

ARE YOU GUYS ACTUALLY INSANE?!?!?!?!?

It's so unbelievably obvious that this is going to happen, that it actually melts my brain that so many in the Tesla community are so unbelievably blind to this unbelievably obvious outcome.

Unbelievable.

Kiss the Ring.

$TSLA

[Elon Musk @elonmusk]

Cybercab with no steering wheel or pedals driving around Austin

[Sawyer Merritt @SawyerMerritt]

Tesla has just announced that they have begun testing production Cybercabs with no steering wheel or pedals on public roads in Austin!

Let's goooooo

[Jeff Lutz 🔋 @thejefflutz]

Happy Birthday to @elonmusk ! … forever tipping the scales for the greater good of humanity 🙌

[Sawyer Merritt @SawyerMerritt]

Texas Department of Transportation Executive Director after sitting in the production version of @Tesla’s Cybercab:

"The complete absence of traditional driver controls underscores a significant shift in mobility and vehicle design. No steering wheel, no accelerator, no brake. Only a single touch-screen monitor.

Tesla is now operating Robotaxis (using Model Ys) around Austin, Dallas and Houston in Full Self Driving mode. The introduction of the Cybercab will dramitically scale these operations over the coming months."

[Tesla North America @tesla_na]

A Model Y driver started experiencing a medical emergency with chest pain mid-drive & called his son.

His son then remotely rerouted the car – which had FSD Supervised enabled – to the nearest hospital & let them know the vehicle was en route. ER staff were standing by on arrival.

Doctors later confirmed the quick reroute likely saved his life.

[Sawyer Merritt @SawyerMerritt]

Tesla: "Rather than prioritizing real safety outcomes and performance, this bill specifically bans Tesla from the New Jersey market. Every arbitrary roadblock is a delay for the people who need this life-changing technology most. Legislation that bans Tesla’s proven AV technology from the market is not caution — it's anti-competitive favoritism.

Last year 578 people were killed in traffic incidents in NJ. This is unacceptable. More than 94% of serious crashes are attributable to factors caused by human error including impairment, distraction, and fatigue. Autonomous vehicles cannot drive drunk, distracted, or drowsy. States that have embraced this technology are already seeing improved safety performance. For older and disabled residents who cannot drive, autonomous vehicles aren't merely a convenience. They represent independence."

[Pejjy @CuriousPejjy]

HOLY SHIT! THANK YOU EVERYONE! MY YOUTUBE IS BACK!

I CAN'T THANK YOU ALL ENOUGH! ❤️❤️❤️

I LOVE YOU ALL!

[Elon Musk @elonmusk]

@JonErlichman I think SpaceX might be able to reach approximately $1T revenue in 2030

[Pejjy @CuriousPejjy]

Here's the clip that apparently terminated my YouTube channel.

While livestreaming about the SpaceX IPO, I tried to share what I believed was the official livestream of the SpaceX IPO ceremony. I clicked on a video on YouTube that appeared to be legitimate live coverage. Afterall, it was apparently on the offical Nasdaq YT channel. After playing it for about 20 seconds, I realized it was an AI deepfake, so I immediately stopped it and told my viewers it was fake.

My only intention was to show the real ceremony to my audience. As soon as I noticed the issue, I clicked off.

I’ve learned from this experience and will be much more careful when selecting and verifying content before going live. That said, I believe terminating the entire channel for an unintentional mistake was quite severe. I would appreciate it if you could review and reconsider this decision.

@YouTubeCreators @YouTube @TeamYouTube @nealmohan Please reinstate my channel.

[Elon Musk @elonmusk]

🚀 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀