ACE

[ACE @jun69_js]

海外旅行行くので子どもにOsmo Pocket 4P持たせてみたい😊

[OSMO JAPAN @OSMO_JAPAN]

公式Xアカウント開設記念キャンペーン🎉

どのOsmo製品が一番気になってる？
もちろん、Osmo Pocket 4Pも希望OK😍

抽選で2名様に、お好きなOsmo製品を1点🎁

応募方法：
1️⃣ @OSMO_JAPAN をフォロー
2️⃣ この投稿をいいね
3️⃣ 欲しいOsmo製品を書いて引用リポスト

たくさんのご応募をお待ちしています

[ACE @jun69_js]

7月からは何かなーと思ってたらスーパーチャージャーのキャンペーンがひと月延長！
YLは注文分が捌けてないのか対象外のようなので注意⚠️

[Tesla Japan @teslajapan]

ご好評につき期間延長⚡️Model 3、Model Yは7月31日までの納車が対象に。

[ACE @jun69_js]

タイヤがもうダメそうなので見積り行ってきた。ちょっと充電して帰る⚡️

[ACE @jun69_js]

@djipowerjapan 子どもに渡して色んなシーン撮りたいです✨

[ACE @jun69_js]

@naminori_jhonny ZIMON FAMILY3期です！LIVE配信またお願いします！

[Ming @tslaming]

BREAKING 🚨 Tesla is developing an all-new smaller, cheaper electric SUV, four people familiar with the matter told Reuters 🔥

The automaker has contacted suppliers in recent weeks to discuss details of the plan for the compact SUV – which would be a new vehicle and not a variant of Tesla’s current Model 3 or Y, the people said. The conversations involved the manufacturing process and specifications for various components, they said.

Three of the people ‌said the compact SUV would be produced in China, and one said Tesla also aims to expand production to the United States and Europe. The car would be 4.28 meters in length, or about 14 feet, two of the sources ‌said. That’s significantly shorter than Tesla’s top-selling Model Y SUV, which is about 15.7 feet long.

[ACE @jun69_js]

「Premium」の表記が追加されました！
グレードラインナップ変更の予兆かと思われます。
アメリカではStandard AWDも追加され、幅広い展開がされています。個人的にはLong Range RWDとPerformanceの追加に期待しています🤩

[ACE @jun69_js]

RobotaxiやFSD関連のニュースが多かったので、EV性能に関連する言及があって良かった！

4680もちゃんと進められてるね🔋

[Elon Musk @elonmusk]

Making the dry electrode process work at scale, which is a major breakthrough in lithium battery production technology, was incredibly difficult.

Congratulations to the @Tesla engineering, production and supply chain teams and our strategic partner suppliers for this excellent achievement!

[ACE @jun69_js]

初めて運転したテスラはモデルS。
あの時のような感覚はもう今後味わえないかも。

[Tesla @Tesla]

As we shift to an autonomous future, Model S & X production will wind down next quarter.

If you’d like to own one of them, now’s a good time to place your order.

Tesla wouldn’t be what it is today without Model S & X and their (early) owners – thank you for your support over the last decade

[ACE @jun69_js]

情報量の多い決算。ありがたい。

[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

[ACE @jun69_js]

次はモデルXにするつもりだったんだけど、もう終わりなの😱😱😱

[Tesla @Tesla]

Q4 + Full Year 2025 Earnings Call at 4:30pm CT today https://t.co/uKnw4rcR9R

[ACE @jun69_js]

HW4.5なるものが発見されたらしい！？
モデルYのパフォーマンスかつギガテキサス製のようですが、他のグレードや日本に来てる上海製はどうなんでしょうか。

改良モデルをゲットできた方は要チェック✨

[Michael Sepulveda @jgrgnt]

@TeslaNewswire @greentheonly AP45 present in my Model Y Performance.

December 2025 build from Austin.

[ACE @jun69_js]

FSDでまだまだ伸びるぞー！

[日経電子版 ビジネス @nikkei_business]

テスラ、日本で「ポルシェ越え」　25年の輸入8割増
https://t.co/vDBcArRc4U

[ACE @jun69_js]

@6bidua 既存車両の機能を削ってくることはないと願いたいですが、アメリカで新規オーダーのモデルYは既にオートパイロットではなくクルーズコントロールと記載されています！
車両購入と合わせてサブスクの拡大を推進していくためかもしれませんね。

[ACE @jun69_js]

テスラのオートパイロット廃止？
FSDは楽しみだけど、標準がクルコンになっちゃうのは。。。

[Nic Cruz Patane @niccruzpatane]

Tesla Autopilot is OFFICIALLY dead.

New Model 3 & Y orders in US/Canada now come standard with Traffic-Aware Cruise Control only.

[ACE @jun69_js]

免許更新に来てるんだけど、手続き全部終わったのに講習まで約1時間待ちぼうけ😓

[ACE @jun69_js]

前の車は洗車機だったけど、テスラになってから手洗いしている(店員さんが)

[ACE @jun69_js]

テスラジャパンの対応については度々話題になるけど、個人的には気に入った車があっても良い店や担当者を探すのが本当に手間なので当初のスタイルが魅力的だった。

今はメンテナンス予約の過程で見積り出しただけで日程予約のお伺い電話かかってくるし、正直めんどくさい。

[オレ的ゲーム速報JIN@FX・株投資部 @oreteki_douga]

テスラジャパンの対応が悪すぎるとかタイムラインに流れてくるんですが本当ですか？

[ACE @jun69_js]

値段だけではなく出力も上げて欲しいな