BRUCE

[Sawyer Merritt @SawyerMerritt]

SpaceX President & COO Gwynne Shotwell on @Starlink Mobile and its impact on Verizon, AT&T and T-Mobile:

"Roughly, between them, $600 billion a year. I anticipate us to be able to acquire quite a few of their customers. Our service will be better. We will eliminate dead zones leveraging the satellites in orbit. It will be better during any natural disaster. I'm quite excited about Starlink Mobile."

[Los ingobernables del caribe🌴 @Losingoberm5nv]

🚨 ¡ESTO VA A ROMPER INTERNET!

Elon Musk acaba de soltar la bomba más loca de Neuralink:

“En los próximos 6 a 12 meses vamos a poner los primeros implantes de visión. Aunque estés 100% ciego de nacimiento, vamos a escribir directamente en tu corteza visual… y vas a ver.”

“Y eso es solo el comienzo. A largo plazo tendrás resolución ultra HD y superpoderes reales: verás en infrarrojo, ultravioleta y hasta radar. Literalmente como un superhéroe.”

El futuro ya no es ciencia ficción. Es Neuralink.

[Ming @tslaming]

GOOD NEWS 🚨 CITIC Securities, China’s largest investment bank and brokerage, is bullish on the mass production and commercial outlook for Tesla’s Optimus 🔥

The firm highlighted Tesla’s unique combination of cutting-edge AI models and large-scale manufacturing capability, positioning it at the forefront of the global embodied AI sector. CITIC remains firmly optimistic about the robot’s real-world applications as Optimus prepares to enter the production phase 🔥

[Cern Basher @CernBasher]

Tesla made an acquisition* of an "AI hardware company" in Q2 for $1.95 billion.

*They announced it in their Q1 filing when they said: "In April 2026, the Company entered into an agreement to acquire an AI hardware company for up to $2.00 billion in Tesla common stock and equity awards, of which approximately $1.8 billion is subject to certain service conditions and/or performance milestones dependent on the successful deployment of the company's technology."

In their Q2 10Q Tesla said: "In the second quarter of 2026, Tesla acquired an AI hardware company in an asset acquisition for $1.95 billion in Tesla common stock and equity awards, of which $1.73 billion is subject to certain service conditions and/or performance milestones dependent on the successful deployment of the company's technology and $222 million was allocated to a patent and related developed technology intangible asset. For the three months ended June 30, 2026, no stock-based compensation expense related to the performance-based awards was recognized as the performance conditions were determined to be improbable."

Does anyone know anything about this acquisition?

[Ming @tslaming]

In the second quarter, Tesla acquired an AI hardware company through an asset deal valued at $1.95 billion in common stock and equity awards 🔥

While Tesla has kept the company's identity and specific technology confidential, industry analysts speculate it could be a semiconductor design, packaging, or custom chip startup (such as Atomic Semi or a data center hardware firm) aimed at supporting Tesla's in-house AI5, Dojo, or Terafab initiatives 🔥

[Ming @tslaming]

GOOD NEWS 📰 FSD v15 is real, and it’s already running on Tesla's Robotaxi fleet 🔥

Tesla’s Head of AI, Ashok Elluswamy, confirmed on the Q2 earnings call that the cars in the fleet are already running early versions of the software. This practically guarantees v15 is the unsupervised FSD we’ve all been waiting for 🔥

Going forward, Tesla has several major development tracks in the pipeline to push v15 even further 🔥

[Ashok Elluswamy @aelluswamy]

FSD v14 Lite (for Tesla AI3 hardware vehicles) review. This is the version that’s likely going to wide release.

[Ray @ray4tesla]

Two Chinese automotive influencers share their testing of FSD v14.3.4 in Los Angeles.

Before coming to the U.S., they believed Chinese autonomous driving systems such as Huawei ADS, XPeng VLA, and Li Auto ADAS were the world’s best. After spending several days extensively testing Tesla’s FSD, they changed their minds, acknowledging that Chinese systems still have room for improvement before catching up with FSD.

At this point, it’s very clear that FSD is the benchmark for every autonomous system in China.

[Ming @tslaming]

GOOD NEWS 📰 The next big leap for Tesla FSD could be the Memory 🧠

FSD is already safe enough, but right now, it drives everyone's car exactly the same way 😳

Elon Musk just confirmed that the car will soon start remembering your specific interventions 💥

Whether it's staying in the express lane longer or taking your preferred route home, FSD is transitioning from a "one-size-fits-all" AI to a hyper-personalized system that matches your individual preferences 🔥

This feature will continue to widen the gap between FSD and other autonomous driving systems 🆒

[Ming @tslaming]

BREAKING 🚨 Tesla is packing the Cybercab with a much more powerful FSD computer than what you'll find in standard consumer cars like the Model 3 or Model Y.

The biggest upgrade to this new driving computer comes down to a massive bump in onboard memory.

While the standard AI4 computers in consumer vehicles max out at 32GB of RAM, the Cybercab's system easily blows past that limit to crush current processing bottlenecks.

All that extra RAM is a huge deal. It gives the vehicle the necessary headroom to run the larger, more complex neural networks required for FSD. It’s still up in the air whether these early Cybercabs are running a pre-production AI4+ chip with 64GB of RAM, a dual AI4 board setup, or even an early version of the upcoming AI5 chip.

This beefed-up computing muscle makes perfect sense given the Cybercab's design. Recent first responder documents confirm the car features an SAE Level 4 Autonomous Mode, meaning it's built from the ground up to operate completely without human intervention.

[Sawyer Merritt @SawyerMerritt]

Tesla delivered 480,126 vehicles in Q2, up 25% YoY. Wall Street was expecting 406,000. Total Q2 production was 451,758

Tesla also says that they deployed 13.5 GWh of energy storage in Q2 2026.

[Ming @tslaming]

GOOD NEWS 🚨 According to a recent research report from Nomura, Tesla has raised the annualized production capacity target for its Optimus Gen 3 at the Fremont plant to roughly 70,000 units, making use of factory space repurposed from older vehicle assembly lines.

Looking ahead, Tesla plans to add another 70,000 units of capacity at its Austin facility by 2028. These near-term expansions are laying the groundwork for a highly ambitious, long-term capacity target of 1.5 million units.

Based on supply chain orders, Optimus shipments for 2026 are projected to hit around 25,000 units. Analysts have factored in a margin of error of about 10,000 units as these complex new assembly lines get up to speed.

Production momentum is expected to ramp up significantly in the coming months. By September, Tesla's weekly production target for the humanoid robot is expected to reach roughly 1,000 units, signaling a massive push in manufacturing speed.

This rapid scaling lines up perfectly with broader institutional timelines. According to insights from UBS Group, the official launch window for the Optimus Gen 3 is expected between July and August, marking a major shift from lab prototypes to real-world industrial assets.

[Ashok Elluswamy @aelluswamy]

FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.

This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination options and speed profiles on city roads, but more importantly significantly improved safety.

We hope you’ll enjoy it, once the build ships wide.

[Tesla @Tesla]

FSD Supervised is now available in:
- United States
- Canada
- Mexico
- Puerto Rico
- China
- Australia
- New Zealand
- South Korea
- The Netherlands
- Lithuania

[Tsla Chan @Tslachan]

$TSLA
BREAKING : Tesla has officially launched FSD in Lithuania!

This is the second country to be approved in Europe!

[Emotion & Music @Emotion78687]

This song never gets old...

[Dustin @r0ck3t23]

Elon Musk just described the most sophisticated theft operation in American history.

Not a heist. A system.

Your tax dollars leave Washington.

They enter a non-governmental organization. The government. With different letterhead.

Musk: “Obviously if it’s a government-funded non-governmental organization, it’s just the government.”

They cross a border.

American law stops following them.

They pass through three more entities in three more countries.

They come home.

Different pocket. Clean hands. Perfect crime.

Musk: “The government can send money to an NGO that is then no longer governed by the laws of the United States.”

Now run the math.

Congressional salary. $200,000.

Average net worth of a longtime member of Congress. North of $20 million.

Musk: “There are a lot of strangely wealthy members of Congress. I just can’t connect the dots of how they got $20 million earning $200,000 a year. Nobody can explain that.”

Nobody is supposed to.

This machine ran untouched for decades for one reason. Human limitation.

A forensic team cannot trace ten thousand wire transfers across fifty global jurisdictions at once.

The corruption does not hide in darkness.

It hides in volume.

They built a labyrinth so deliberately complex that the sheer weight of it collapses every investigation before it starts.

Paper buries paper. Bureaucracy absorbs inquiry.

The entire architecture was engineered to exhaust you.

Then artificial intelligence arrived.

AI does not get tired.

It cannot be bought.

It does not lose the thread at wire transfer 4,000.

You give it the entire global ledger. It maps every node, every transfer, every shell entity, every offshore NGO across every jurisdiction. Not in weeks. In hours.

It finds the signal inside the noise.

It flags the pattern.

It traces a dollar from a D.C. appropriation to a Cayman shell to a congressional portfolio in the time it takes a human auditor to find his parking spot.

The labyrinth was built to defeat human eyes.

It is defenseless against a machine that reads the entire maze at once.

This is why the establishment is not just annoyed by DOGE.

They are terrified.

Musk: “We’re going to try to figure it out and stop it.”

He did not arrive in Washington to trim budgets.

He arrived with supercomputing, AI audit systems, and a mandate to map the full financial architecture of the federal government.

For the first time in history, the complexity that protected the corruption is the very thing that will expose it.

Every shell entity is a signature.

Every routing pattern is a fingerprint.

Every congressman who walked in earning $200,000 and walked out worth $20 million is now a variable in an equation that will be solved.

The swamp was never impenetrable.

It was just too big for human hands.

It was never built for this.

[Elon Musk @elonmusk]

Cybercab has started production