Brian Hurt ⭕️🙌🏻🧬

[Dari Nowkhah @ESPNDari]

I don't care if you're a Sooner or not, this is high-quality, goosebump-inducing work. Well done, whoever put this piece of art together!

[Mike Steely @steelyonsports]

THE SCHOONER RUNNETH OVER THE HEELS ‼️

[Ashok Elluswamy @aelluswamy]

@elonmusk @kylaschwaberow Yup. In this case, the driver manually overrode self-driving by pressing the accelerator all the way to 100% of the accel pedal in this residential area. They reached a speed of 73 mph during the crash, and had the accelerator pressed even after the crash.

[Brian Hurt ⭕️🙌🏻🧬 @bhurt022]

@robotaxi @yunta_tsai Slowly then all at once

[Tesla @Tesla]

FSD Supervised is life-changing for drivers with disabilities

[Drew Pavlou 🇦🇺🇺🇸🇺🇦🇹🇼 @DrewPavlou]

This is the most American photo to ever exist

The left have no answer to this

[End Wokeness @EndWokeness]

It must suck to have to pretend to be mad at this

[Pejjy @CuriousPejjy]

Cathie Woods final thoughts after trying out $TSLA's Unsupervised Robotaxi:

"I do think now this slowly, slowly, slowly is moving in all at once."

[Gali @Gfilche]

What company hits a $10T valuation first? @grok chime in

[Ron DeSantis @RonDeSantis]

@Tesla Do you have data on avoided accidents due to FSD and savings on insurance/repairs?

[Eva McMillan ♥️ @EvasTeslaSPlaid]

Elon Musk says Robotaxi could make Tesla a $5Trillion company and Optimus could make it $25Trillion. Cheers to @Tesla and @elonmusk

[Brian Hurt ⭕️🙌🏻🧬 @bhurt022]

@ParkerThune Interesting

[Jim Nagy @JimNagyOU]

Chiefs got a good one! Spoke to a bunch of teams about R Mason over past couple weeks and one word that consistently came up was "clean". No holes or red flags. Unique edge rusher who's not afraid to do the grimy stuff against the run. Also has unquantifiable ability to get to QB in big moments, hence "The Closer" nickname.

Came to OU as underrated 215-pound 3-star and all he did was put in the work. Credit also goes to @MiguelChavis65, an elite EDGE developer!

#OUDNA 🧬

[Dalton Brewer @daltonbrewer]

Some people just need to stop obsessing over $TSLA (the stock) and go outside and live life

The future is bright, chill bros

When you know what you own and why you own it everything gets much better

Tesla (the company) is dominating

The vision has never been more clear

[Rose Celine Investments 🌹 @realroseceline]

Thoughts on $TSLA

$TSLA is clearly no longer just a car company and this report makes that obvious. Musk is basically walking on water right now. The fact that he’s building autos, energy, AI, robotics, and a Robotaxi network all at once while still producing serious free cash flow is something you almost never see in business. And yeah, people are going to point to the PE and say it’s expensive, but that completely misses what’s actually going on here. Quite frankly, that argument is moronic and shows a lack of understanding of what’s being built.

Most companies struggle to do one thing well. $TSLA is trying to solve manufacturing, energy, autonomy, AI infrastructure, robotics, and fleet economics all at once. And somehow it’s still generating billions in free cash flow. That’s not normal, it’s not even comparable.

They’re scaling the core auto business, building energy, and at the same time pouring capital into AI and autonomy. This is an entirely different economic model. The bet is simple, give up near term margins to build something that looks more like software later.

Revenue was $22b, up 16%. That came from more deliveries, services up 42%, better pricing, and more FSD revenue. But not all of it was perfect. Energy was down and regulatory credits fell, so the growth was still good, but mixed.

Profitability improved, but let’s not pretend this looks like a software company yet. Operating income was about $900m with a 4.2% margin and $500m in net income. Margins are moving up, but they’re still low relative to what this business could become.

The reason is obvious. They’re spending heavily on AI, R&D, and infrastructure, and SBC is still elevated. That’s their strategy, and they’re deliberately compressing margins today to build something much bigger over time.

Cash flow is what matters most because they generated roughly $4b in operating cash flow and $1.4b in free cash flow. That’s very impressive, but they’re also spending $2.5b on capex and invested $2b into SpaceX. This is still a capital heavy business today, even if the long term goal is to become asset light.

The balance sheet is what makes all of this possible. Around $45b in cash and a massive asset base. That gives them time, and time is everything when you’re trying to build something this ambitious.

Every dollar $TSLA generates isn’t being returned, it’s being redeployed into AI compute, factories, and vertical integration. This isn’t a company optimizing earnings, it’s a company allocating capital into optionality. The question isn’t margins today, it’s what those dollars earn over the next decade.

This quarter, operations were a bit more mixed. Deliveries were 358k, up 6%, while production was 408k, up 13%. Inventory moved up to 27 days. That’s not alarming, but it tells you demand isn’t running away from them anymore. They are no longer supply constrained.

FSD is my favorite part of the report. Subscriptions hit 1.28m, up 51%. That’s a huge deal because it is an early signal of the shift from selling a car once to monetizing it over time. If that works, the entire model changes drastically.

At 1.28m subscribers, even modest pricing starts to matter big time. At $100 a month, that’s roughly $1.5b a year. Scale that across tens of millions of vehicles and the numbers start to get enormous. This is how a car company slowly becomes a software company.

Energy had a weak quarter with storage down 15%, but I wouldn’t overreact. This business is lumpy and new capacity is coming online. Longer term, it’s still a meaningful growth driver.

Meanwhile, the infrastructure keeps getting stronger. The Supercharger network is growing close to 20% with over 8,400 stations and roughly 80,000 connectors. People don’t talk about this enough, but it’s a huge advantage.

1/2 👇

[Dr Singularity @Dr_Singularity]

Just a few million Tesla bots will be able to build entire NYC (size) like cities in a matter of months (using advanced technology, next-generation 3D printers, new materials, and new assembly techniques).

We will build 1000s of new cities from the ground up. They will be designed by AGI or specialized narrow superintelligent systems.

Many of today’s small cities will likely be abandoned, as people move to a new generation of "modern" small cities, while others relocate to next generation Tier 1 global cities.

The point is that in a post AGI era, abundance will be so vast that even the construction of such cities will be trivial, fast and cheap.