Alex Soberon

Engineering @Tesla

[Elon Musk @elonmusk]

Model Y long wheelbase now available to order in the US

[Netflix @netflix]

His relentless grit is his greatest legacy. This is the definitive documentary on an all-time great: Rafa Nadal.

Rafa premieres May 29.

[LaoZhu @tomzhu_nz]

Hello, my old friend!

[NASA @NASA]

We see our home planet as a whole, lit up in spectacular blues and browns. A green aurora even lights up the atmosphere. That's us, together, watching as our astronauts make their journey to the Moon.

[Will Ahmed @willahmed]

You have no experience.
You’ve never started a company.
You’ve never had a full time job.
Nike is going to kill you.
You’re a kid.
You don’t have technical skills.
You shouldn’t build hardware.
Apple is going to kill you.
You can’t build hardware.
You can’t measure heart rate non-invasively.
Athletes don’t care about recovery.
Under Armour is going to kill you.
It won’t be accurate.
You don’t listen.
You’re an ineffective leader.
You can’t recruit great talent.
You’re going to have to pay every athlete.
You can’t measure sleep non-invasively.
It’s too expensive to research.
Athletes are a small market.
The product costs too much to make.
The product costs too much to sell.
Your valuation is too high.
Consumers aren’t going to want it.
Hardware is too hard.
You should measure steps.
Fitbit is going to kill you.
You can’t build a marketing engine.
You can’t raise enough money.
You need a real CEO.
Google is going to kill you.
You can’t be a subscription.
You can’t build a brand.
You can’t do consumer in Boston.
Your valuation is too high.
You shouldn’t make accessories.
You shouldn’t make apparel.
Lululemon is going to kill you.
You can’t predict Covid.
Stay in your niche.
You are going to run out of money.
You can’t build a health platform.
Amazon is going to kill you.
You can’t measure blood pressure.
You can’t get medical approvals.
The market is too small.
You don’t understand AI.
The market is too competitive.
It won’t work internationally.
The supply chain is too complicated.
You can’t build an AI.
You can’t raise enough money.
It’s too competitive.
Healthcare isn’t going to want it.
…

Just keep going ✌️

[David Senra @FoundersPodcast]

Sage advice from @naval

[Tesla @Tesla]

TERAFAB: the next step to becoming a galactic civilization

Together with @SpaceX & @xAI, we're building the largest chip manufacturing facility ever (1TW/year) – combining logic, memory & advanced packaging under one roof.

To harness as much power as possible from the Sun, we need to send 100 million tons of solar capture into space – per year.

This requires massive scale.

– Capability to launch millions of tons of mass into orbit

– Solar-powered AI satellites

– Millions of @Tesla_Optimus robots to help build it out

All of these need chips: 100-200GW of chips for Optimus alone, plus terawatts for solar-powered AI satellites.

That's more than all the chip manufacturers in the world combined can provide today, or even by 2030 (based on projected production growth).

We're building TERAFAB to close the gap between today’s chip production & the future's demand – a future among the stars

https://t.co/tHumlppgMm

[Tesla @Tesla]

Announcing TERAFAB: the next step towards becoming a galactic civilization https://t.co/IDKey07mJa

[André Thierig @AndrThie]

I had the pleasure to speak with Elon last week on the future of Giga Berlin. Great conversation!

[Tesla @Tesla]

First Cybercab off the production line at Giga Texas

[Elon Musk @elonmusk]

Starlink Super Bowl ad!

Affordable Internet anywhere.

https://t.co/Q1VvqV5G0i

[Naval @naval]

There is unlimited demand for intelligence.

[X @X]

To the future of humanity!

https://t.co/oupCYfy2cf

[Polymarket Money @PolymarketMoney]

Leaked image of the people responsible for leading the negotiations between SpaceX, Tesla and xAI as they consider merging together.

[Tesla @Tesla]

Q4 Shareholder Update → https://t.co/u0UcDOuMNa

— Highlights

2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company.

We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure.

In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots.

This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing.

We're building a world of amazing abundance. LFG!

Automotive
– APAC region continues to show strength across multiple markets & set a record for deliveries this quarter

– Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster

Energy generation + storage
– Highest quarterly energy storage deployments, driven by record Megapack deployments

– Total gross profit = $1.1 billion, marking our 5th consecutive record quarter!

– Megapack 3 & Megablock production starting at Megafactory Houston this year

– In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills

Robotics
– Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production

– Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year

AI Training Compute
– Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity

– In the first half of 2026, we're planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents)

Battery
– Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process

– Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply

– We now produce dry electrode for 4680 cells with both anode + cathode made in Austin

– We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year

AI Software
– Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park

AI Inference Compute
– Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively

– Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy)

Automotive + Other Software
– Robotaxi app no longer has a waitlist in the areas we serve

– Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more

Robotaxi
– Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January

– Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting

– Cumulative paid Robotaxi miles have now exceeded 600k

FSD Supervised
– Launched in Korea, where customers drove >1 million kilometers in just one month

– We continue to pursue regulatory approval in China & Europe

– FSD Supervised subscriptions more than doubled in 2025

[Tesla Semi @tesla_semi]

New Tesla Semi design

[Tesla Robotaxi @robotaxi]

We're not in Kansas anymore

[America @america]

Elon Musk: “The overall goal of my companies is to maximize the future of civilization, like basically maximize the probability that civilization has a great future and to expand consciousness beyond Earth”

[Tesla Robotaxi @robotaxi]

I am on the road without safety monitor in Austin, Texas

[The Babylon Bee @TheBabylonBee]

NFL Announces Each Quarter Of Playoff Game Will Be Broadcast On Different Streaming Service https://t.co/0jw9ZMSmYd