David

Tesla shareholder.

[David @a_i_set]

🤖

[Tesla Optimus @Tesla_Optimus]

I’m not just dancing all day, ok

[Tesla @Tesla]

Terafab will be built in Grimes County, Texas

In April, we broke ground on our research fab on the North Campus of Giga Texas – the precursor to Terafab.

Both Tesla & SpaceX will need far more chips than current & future global production can supply.

This is why we're building the largest chip manufacturing facility ever, with the goal of producing over 1 terawatt of compute per year

The future is built in Texas

https://t.co/RQPNlAasdP

[David @a_i_set]

@SawyerMerritt @Tesla -40°C to 60° Celsius

[Tesla Megapack @Tesla_Megapack]

Megapack 3 is officially rolling off the line at our newest Megafactory in Brookshire, Texas!

The factory went from groundbreaking to operation in just 16 months & has a designed capacity of 50 GWh/year dedicated to Megapack 3

[David @a_i_set]

@TeslaCharging 📐

[David @a_i_set]

@TeslaCharging 📐

[David @a_i_set]

@TeslaCharging 📐

[David @a_i_set]

@piloly

[David @a_i_set]

@Cyber_Trailer . @grok are you ready to help people plan their weddings while they're cruising around on FSD?

[David @a_i_set]

@LewisWithrow5

[David @a_i_set]

@LewisWithrow5

[David @a_i_set]

@Jackie_s_pace Solid advice

[David @a_i_set]

@wholemars That sounds like one of the many problems that AI and humanoid bots will solve

[David @a_i_set]

@TSLAshareholder Compounding FTW… or the loss. Exponentials work in both directions. Don't ask how I know this

[David @a_i_set]

It's easy to cherry pick.

For example you do realize that anyone who bought shares around $150 in 2024 is sitting on roughly a 40% CAGR, right? That's an exceptional return by any standard.

And let's not forget the 2023 load the boat opportunity when shares traded below $150. Those buyers are still sitting on roughly a 20–25% annualized CAGR today. So the claim that Tesla has been outperformed by everything else isn't even close to reality.

Sure, it sucks if your only buys over the last five years were above $300 and your investment horizon ended yesterday. But that isn't everyone's situation. Some of us view Tesla as a long term investment.

Some of my shares are up, some are down, and some are flat. What Mr. Market is willing to pay for them today doesn't mean shit to me because I'm not planning to sell anytime soon.

Oh, and about the ramen... a quick search shows you can still buy it for about $0.25 a pack in bulk, or around $0.35 if you're buying individual packs.

If you're paying $1.45 a pack, algos are price discriminating against you pretty hard...

[David @a_i_set]

One of the interesting things about Berkshire is that its approach to M&A is almost the opposite of what many acquirers do. Instead of buying companies with intent of restructuring them or remaking them in Berkshire's image, it looks for well run businesses trading at reasonable prices. In many cases Berkshire wants the founders and existing management to stay in place. Its role is primarily to provide capital and resources, not to micromanage people who are more compotent at what they do.

That's an oversimplification, but it's how Berkshire does acquisitions, and it's worked remarkably well for them.

Compare that with most acquisitions, where the buyer ventures outside its core competency, gets caught in a bidding war, overpays, and then tries to improve the biz b y changing its culture and restructuring its operations. The synergies almost never materialize, and the deal falls short of expectations. Berkshire's philosophy is essentially the opposite. If a business is already well run, don't fix what isn't broken. Help it succeed by giving it the resources to keep doing what it already does well.

[David @a_i_set]

I don’t have a large sample size but pickup and drop off locations seem to be one of the biggest complaint I’ve seen. It feels like final boss material. Most riders won't want to have to walk to awkward places.

Watching footage of Uber drivers like @JCChristopher it also seems like the lions share of his interventions happen at pickups and drop offs.

The next biggest complaint seems to be overall service availability and wait times. My guess is that once the pickup/drop off problem is solved, the availability issue will naturally start to go away as more vehicles are added.

[David @a_i_set]

@WorldlyReviewer @nymbusjp On average how far away does the car stop to pick you up and drop you off? Compared to a human driver, is it farther away, about the same, or closer? Has this gotten better or worse over time?

[David @a_i_set]

@Tesla or half a Big Mac

[David @a_i_set]

@TeslaCharging 📐

[David @a_i_set]

Those two are quitters. The people at the top are the interesting ones. They're fighting over a plane ticket to a country where FSD is allowed.

I've heard this is practically a daily occurrence across Europe. Someone drops a plane ticket on the ground, and suddenly it's a giant dogpile, like a bunch of football players diving on a fumbled ball.