As a longtime EV hater, I’m coming clean: I got a Tesla Model Y Performance a few months ago.
FSD is just too good, it’s faster than a Lambo, and it costs $40/month vs the $500 I was paying in gas. Too amazing to pass up.
Haven’t ditched the V8 F-150. Still value the 600+ miles of range and the towing. But commuting in it every day was getting ridiculous.
I can’t see myself ever going 100% EV, at least not yet.
But I always said if Tesla ever made an EV that was a better product for my daily use case, I’d buy one.
With FSD they finally have. Commute and around-town driving are amazing in this thing and it’s not even close.
BREAKING: The Government of Mendoza, Argentina, has now delivered 722 Starlink antennas to rural farmers through the Fundación Conecta program. 🇦🇷
Starlink is bringing internet to remote farms, helping families work, study, access healthcare and stay connected.
Morgan Stanley just laid out how massive the Tesla Semi autonomy opportunity is going to become
Morgan Stanley estimates:
• ~$12K–$18K/month in autonomy software revenue per Semi
• ~$0.85–$1 per autonomous mile
• ~18,000 miles driven per month
• ~82,000 autonomous Semis by 2040
• ~$17 BILLION in annual software revenue by 2040
• ~$7.5 BILLION in incremental EBIT by 2040
And 82,000 Semis by 2040 is only ~13.5% of the autonomous trucking market
Tesla has previously outlined production capacity of up to 50,000 Semis per year, so Morgan Stanley considers 82,000 deployed by 2040 a conservative starting point
But Morgan Stanley makes an important point:
If Tesla puts an autonomous Semi on the road and it works well, the market will care far more about the result than the sensor stack behind it
Tesla Semi has the potential to become a high-utilization autonomous machine generating recurring software revenue for every mile it drives
That completely changes the economics of trucking
Things like this are why I wake up, go to work, and feel grateful to share this planet with such amazing humans. ❤️ There will always be more love than hate. People genuinely care about each other, and moments like these are a beautiful reminder of that. #PeaceNow
This is the very best of humanity.
When Lewis Capaldi was struggling against his Tourette’s syndrome at Glastonbury, whole crowd supported him through to finish ‘Someone You Loved’.
@avirgoworld@LangmanVince Nothing at all these people hate life and anyone enjoying life, that event Is kick ass man and a bucket list for me You will see things there literally like no other place on earth has...
They just hating!