Ram Vallamsetti

Hi-Tech investor, Software Engineer & Dad. #SustainableAbundance #RankChoiceVoting #CampaignFinanceReform

[Ram Vallamsetti @envlguy]

@Jack2LOneill Yes please

[Ram Vallamsetti @envlguy]

@DriveTeslaca Robinhood also allowing the requests today

[Ram Vallamsetti @envlguy]

spacexAI officially going for IPO

[SpaceX @SpaceX]

SpaceX is the only company building the infrastructure of the future across space, connectivity, and AI → https://t.co/PSCyWrNsOg

[Ram Vallamsetti @envlguy]

I always forget about the midterm primaries, but I made sure to vote this time!

[Ram Vallamsetti @envlguy]

@SawyerMerritt Seems like depot, tanker and HLS

[Ram Vallamsetti @envlguy]

FSD instilled such confidence in me that I’m now even taking overnight trips from Los Angeles to San Francisco, which I was terrified of before FSD.

[Gary Black @garyblack00]

@RandyWKirk1 In one year, $TSLA is +18% and NDX +34%. Why has TSLA underperformed? Declining earnings estimates, FSD progress was way overhyped, extended valuation.

[Ram Vallamsetti @envlguy]

@SawyerMerritt @wholemars Congrats!

[Ram Vallamsetti @envlguy]

Starship V4 will be delivering all the orbital data centers constructed using Terafab or Is it V5?

[Black Hole @konstructivizm]

SpaceX Just Unleashed the Insane Specs for Starship V4 — And It’s Next-Level!
Hey space fans! Elon Musk just dropped fresh details on Starship Version 4 (targeted for 2027), and it’s clear: the future of spaceflight just got a whole lot bigger, bolder, and more powerful.If you thought Starship was already a beast, V4 is about to redefine what’s https://t.co/kb42D9QPwJ’s the mind-blowing upgrade package: 42 Raptor Engines Total
Super Heavy booster stays at 33 engines, but the upper stage gets stretched and upgraded to 9 engines (3 sea-level + 6 vacuum-optimized). As Elon put it: “as foretold in the prophecy.” 10,000 Metric Tons of Thrust
That’s roughly three times the liftoff thrust of the mighty Saturn V. This will be the most powerful rocket ever built by humanity. Towering Height: Nearly 150 Meters
Imagine stacking three Statues of Liberty on top of each other. That’s how tall this monster will stand. Game-Changing Payload
Designed to deliver 200+ metric tons to Low Earth Orbit in fully reusable mode. This slashes the cost of getting mass to space and opens the door to real Mars colonies and massive orbital infrastructure. Flying Space Station
The upper stage will offer over 1,000 cubic meters of pressurized volume — that’s more internal living space than the entire International Space Station!Why go this big?As Starship gained heat shields, reinforcements, and all the real-world hardware needed for safety and reusability, it got heavier. Instead of endlessly chasing weight reductions, SpaceX chose to scale up everything: longer tanks, more propellant, more engines. The result? A rocket that can still haul the massive payloads required for humanity’s multi-planetary future.They’re still crushing it with V3 first — a huge leap on its own. V3 should wrap up production and testing by the end of this year, with heavy flight operations throughout 2026–2027 before V4 takes center https://t.co/8gH2ZsrYls… with Starship V4 basically being a flying city block with more living space than the ISS, would you sign up for a multi-month journey to Mars aboard one? Or are you watching safely from Earth? Drop your thoughts below — I’d love to hear them!Note: This image is an illustrative render for educational purposes, not an official SpaceX image.

[Ram Vallamsetti @envlguy]

Lot of incentives for Semi trucks across multiple states

[Sawyer Merritt @SawyerMerritt]

Here are all the available incentives for the @Tesla Semi, which can cut a significant portion of the purchase price:

Open Programs
California HVIP:
• Over $100M in funding for electric Class 8 trucks
• $120,000–$330,000 in funding per Semi truck
• Provided on a first-come, first-served basis
• Public and private applicants are eligible
• Stackable with SCE Drayage Truck Rebate

Zero Emission Rebates for Oregon Fleets (ZERO Fleet) Program:
• Over $17M in funding available for electric Class 8 trucks
• Up to $120,000 in funding per Semi truck
• Provided on a first-come, first-served basis
• Fleets throughout Oregon are eligible
• Scrapping not required

Washington Zero-Emission Incentive Program (WAZIP):
• Up to $175,000 per Class 8 electric truck
• Total program funding: $112M
• Long Range Tesla Semi eligible for full $175,000 rebate

Upcoming Programs
Clean Ports Voucher Incentive Program:
• Expected to open Summer 2026
• Anticipated total funding is $55M
• Fleets operating at the Ports of New York, New Jersey, and/or Baltimore are eligible
• Likely to fund up to $200,000 (up to 74% of Semi cost)
• Will be available on a first-come, first-served basis
• Funding for charging infrastructure is also expected to be offered

California Clean Fuel Rewards (CFR) Program:
• Expected to open May 2026
• Up to $200M in total funding expected to be available
• Funding levels per truck are to be determined
• Likely to be a first-come, first-served voucher-style program
• Fleets across California are expected to be eligible
• Will be stackable with California HVIP for Class 8 only

Future Programs
New Jersey Zero-Emission Incentive Program (NJZIP)
• Waitlisted
• $175,000–$242,750 in funding per Semi truck
• Provided on a first-come, first-served basis
• Public and private applications are eligible
• Scrapping not required

New York Truck Voucher Incentive Program (NYTVIP):
• Closed, pending additional funding
• $200,000–$340,000 in funding per Semi truck
• Provided on a first-come, first-served basis
• Public and private applications are eligible
• Scrapping not required

(via Tesla's booth at ACT)

[Ram Vallamsetti @envlguy]

@Teslaconomics Seems feasible once all economics are more optimized but not initially.

[Ram Vallamsetti @envlguy]

Best of Starship journey until #StarshipFlight12

[SpaceX @SpaceX]

Three years since the first flight of Starship, the next generation is here. New ship. New booster. New engines. New pad and new test site. SpaceX engineers are working to solve one of the most difficult engineering challenges in history: developing a fully, rapidly reusable rocket

[Ram Vallamsetti @envlguy]

Elons response in earnings call mentioned not scaling heavily before more architectural changes that are coming V15 are completely tested.

[Gary Black @garyblack00]

In my never ending effort to provide balance to the $TSLA community, I’m including long-time TSLA bear @BradMunchen ‘s commentary and relevant Q&A from yesterday’s call.

Munchen: “Most importantly, Musk literally said that FSD isn't safe enough yet, & robotaxis would probably be material to profits next year.”

[Ram Vallamsetti @envlguy]

FSD subscription seems achievable

[Sawyer Merritt @SawyerMerritt]

Progress update on the four product related operational milestones in Elon's 2025 Tesla CEO Performance Award plan:

[Ram Vallamsetti @envlguy]

Seems like a better approach to autonomy with cargo trucks

[Nic Cruz Patane @niccruzpatane]

San Francisco-based company Humble Robotics unveiled a Fully Autonomous and Cabless Class 8 Electric Semi Truck.

• 360° sensor coverage with cameras, LiDAR, and radar.
• 200 mile range
• 55 mph top speed
• Cabless, no interior
• Optimized for standard 40’ and 53’ shipping containers.
• Designed for short-haul freight in seaports, railyards, warehouses, and intermodal operations.

The company is still in its prototype phase, and no price has been released yet.

As always, Prototypes are easy, production is hard. There is a company in China developing a similar concept (cabless design).

[Ram Vallamsetti @envlguy]

@ICannot_Enough What were the numbers before, the quarter with credits

[Ram Vallamsetti @envlguy]

Dual extenders with pre-loaded print material reduce print time for complex models.

[Bambu Lab @BambulabGlobal]

It's Official. The Dual-Nozzle printer for All.

X2D: $649
X2DC: $899

Grab your Bambu Lab X2D today 🎨: https://t.co/8EaCMnpGdo

[Ram Vallamsetti @envlguy]

Tesla Semi factory tour

[Ashlee Vance @ashleevance]

Here, in all its glory, is the exclusive first look at the massive @Tesla Semi factory.

Our @corememory crew went to Nevada to see the line come to life, as it gets ready to pump out thousands of all-electric trucks. We saw the new cab and went on a drive too. Wunderbar!

[Ram Vallamsetti @envlguy]

First signs of autonomous driving in Europe

[Sawyer Merritt @SawyerMerritt]

NEWS: Tesla will require all @Tesla owners in the Netherlands who activate FSD (Supervised) for the first time to complete a short quiz (video below), ensuring they understand how it works.

Here's a new video from Tesla on how FSD (Supervised) will work in the Netherlands:

[Ram Vallamsetti @envlguy]

One of the best views from far side of the moon

[Barack Obama @BarackObama]

What the Artemis II astronauts did over the last 10 days was a testament to their bravery. And the fact that they traveled farther from Earth than anyone ever has, re-entered our atmosphere at more than 24,000 mph, and splashed down safely was a testament to human ingenuity. Thanks to everyone at @NASA for making this mission possible, and for taking us along for the ride.

[Ram Vallamsetti @envlguy]

Comprehensive status of robo-taxi progress

[Jonathan Stokes @jonathanwstokes]

Tesla Robotaxi appears to be laying groundwork in at least 25 cities now.

Big thanks to @SawyerMerritt and the Tesla community for sharing much of the data that allows me to compile these charts.