Advocate for critical thinking and first principles. I focus on facts over opinions because, as the saying goes, Opinions are like assholes; everybody has one.
If you missed the first 500% in $LMND I’m sorry, I couldn’t scream loud enough for you to hear. So if you’re hearing this. Let that be your signal to DYODD and don’t miss out on the next 500%
Start with investor day 1 and 2 on YT.
Inside Chinese AC maker Midea's smart factory, it takes only 6 seconds to assemble a new AC on the line.
The factory has full 5G coverage, AI-powered real-time monitoring, automated unmanned packaging, and robotic transport.
Europe lacks more than just ACs.
Tesla has a big Koi fish tank outside of Giga Shanghai in China that uses treated industrial wastewater from the factory.
Tesla recycles approximately 98% of the water used at the facility, amounting to over 400,000 tons annually.
Buying a new car that you need to drive manually in 2026 doesn’t make any sense.
With just a single press of a button on the screen, @Tesla FSD will take you literally anywhere you need to go. It drives better than you ever could, and it’s so comfortable.
This is the future.
$TSLA
Tesla Giga Texas shot on July 4. A lot of Cybercab has moved somewhere quite a bit. Where would they have gone? 😏
Happy American Independence Day.
No doubt.
If we save on fuel costs, reduce mishaps through FSD and get lower insurance rates, that could be some real benefits for taxpayers when applied across the fleet.
And from a law enforcement/performance perspective, the Teslas are very fast and powerful. I’d imagine that would stack up favorably to legacy vehicles.
Earthquake victims in China's Gansu are moving into new government-built homes, starting a new chapter. A magnitude 5.6 quake hit the county on Sep 27 last year.
$TSLA 🇰🇷
Tesla Korea sold 35,175 vehicles in the second quarter of 2026.
This is a 144.3% increase compared to the second quarter(14,400) of 2025.
It is such a big number. The potential of the Korean market is amazing!
It would not have been possible without the efforts of Tesla Korea employees to achieve such an amazing achievement.
纳瓦尔如何看待未来中美 AI 竞争?
1. AI 竞争是「美国的中国人 vs 中国的中国人」
今天 AI 领域大多数学家和研究员是华人,中国的 STEM 毕业生、博士、奥赛冠军数量都全球第一,而美国实验室里也都是华人。
2. 大模型迟早会开源,软件护城河消失
模型蒸馏挡不住,算法会扩散,权重会泄露。
3. 软件被 AI 吃掉,硬件被中国锁死
深圳华强北 3000 家厂商,任何硬件都能更便宜更快地造出来,未来十年没人能在硬件上赢过中国!
Tesla's Robotaxi/ride-hailing service is now available in 5 areas:
• Miami: Unsupervised Model Y rides only
• Dallas: Unsupervised Model Y rides only
• Houston: Unsupervised Model Y rides only
• Austin: Mix of Unsupervised & safety monitor Model Y rides
• Bay Area: Safety monitor Model Y rides only