Bob

Power grids, EVs, and Florida property. Spending my nights wiring up AI agents, backtesting market edges, and chasing fantasy football trophies.

[Bob @rbrong]

Three favorite puzzles right now:
1. Where utility power & EV charging demand are heading next in Florida
2. Undervalued coastal & Central FL property
3. Getting autonomous AI agents to handle the research before breakfast

[Bob @rbrong]

Matters less for road trips than for people who can't charge at home — renters, condo owners, a lot of multifamily. If the public fast charger is your "gas station," you now know your price through 2029. That's something I'd actually bring up with a buyer weighing an EV against a no-garage unit. The other detail people miss is the 30-minute grace period, after which idle fees can kick in. Don't park and shop. Straight from the source: FPL's EVolution page (https://t.co/DJ7HbEgpa1) and the PSC memo closing Docket 20200170-EI after the settlement made the tariffs permanent (https://t.co/E1X5SItBeY 2026/02057-2026/02057-2026.pdf).

[Bob @rbrong]

FPL's public fast-charge price isn't a mystery number anymore.
It's on a PSC-approved ladder through 2029, and it only goes one way.

• 2026: $0.45/kWh, plus taxes and fees
• 2027: $0.47 → 2028: $0.48 → 2029: $0.49
• That's about +9% from 2026 to 2029. A 60 kWh road-trip top-up goes from ~$27.00 to ~$29.40 before taxes
• Level 2 EVolution chargers are generally free for guests, with a few exceptions
• The PSC closed the old pilot docket in April 2026: FPL's 2025 rate settlement made the EV tariffs permanent

Is a locked, predictable public rate better for drivers than a price that floats with the market?

[Bob @rbrong]

@wholemars Will cybertrucks get unsupervised driving if/when it drops?

[Bob @rbrong]

Not token related per say...Grok Bot outbound calling and the xAI Voice number don’t work as one business phone system. Outbound calls have no dedicated number I control and no reliable callback/caller ID for customers. The xAI Voice number can receive calls, but it doesn’t connect to Grok Bot (no shared memory, transcripts, or follow-up). For a business that needs to make and receive calls under one recognizable number, this is too fragmented right now. I’d like a single numbered line that can do inbound and outbound and stay connected to Grok Bot. Tie in to https://t.co/w5NBz3oj7M voice agents?

[Bob @rbrong]

Orlando is the "29 EVs per public port." Most of us charge at home, so that ratio is fine day to day. Where it bites is holiday weekends on the Turnpike and I-75, when everyone hits the same plazas at once. A 25-minute average stop is great until there's a line. Practical take for buyers and anyone looking at property near an interchange: fast chargers close to the highway are becoming a real amenity, not a novelty. I pulled these straight from the source: DOE's Florida page (https://t.co/gGTvrKDjag) and FPL's 2025 EV report to the PSC, Docket 20200170-EI (https://t.co/e8YRzkKvrX).

[Bob @rbrong]

Florida EV road trip myth: "you'll get stranded between Orlando and anywhere."
Federal data and FPL's own PSC filing say otherwise.

• Florida has 15,485 public EV charging ports (US DOE AFDC, as of today)
• 450,400 all-electric vehicles were registered in FL in 2025, per DOE: roughly 29 EVs per public port
• FPL's 459 public fast-charge ports logged 818,457 sessions in 2025
• Average FPL fast-charge stop: 25 minutes, 39 kWh
• FPL says it spaces chargers within 25 miles of each other, including rural and less-traveled roads

Turnpike, I-75, or I-4: which stretch still makes you plan your charging extra carefully?

[Bob @rbrong]

I checked Tesla’s own words and the used-market prints on Friday. The configurator still showed Dual Motor AWD at $82,490, Premium AWD at $92,490, and Cyberbeast at $102,490. Cox already had Cybertruck U.S. sales down 19.7% in Q3 and 28% year-to-date — so ending a low-volume line can read as capital discipline, not a warning shot at Model 3 and Y.

Musk:
Follow-up: https://t.co/MudBspn9Ld
Last S & X: https://t.co/S0MawlR8Ma
Configurator: https://t.co/ZiXeSLRKbn
Tesla Q3 update: https://t.co/4bEsHUEFsJ
Cox/KBB Q3: https://t.co/sR7UpAjnGk
Recurrent: https://t.co/KTTLgt8eHO https://t.co/AnoAw309kh

[Elon Musk @elonmusk]

Tesla will be winding down production of the Cybertruck at Gigafactory Texas around the middle of next year to make room for increased Cybercab production

[Bob @rbrong]

Musk didn’t say Tesla is killing Cybertruck this week. He said Texas production winds down around mid-2027 to make room for more Cybercabs.

That doesn’t automatically trash resale values. Used asking prices were already up over the past month, and there’s no clean post-news sales tape yet. The closer Tesla precedent cuts against panic: after Model S and X production ended, same-year asking prices rose about 6% through September.

The real risk to watch is confidence — will buyers wonder if other models are next? I don’t see evidence yet that fear is hitting Model 3/Y demand. Cybertruck sales were already weak before this, so this can also read as Tesla freeing factory space, not abandoning owners.

[Bob @rbrong]

@geistedc Seems like they may be pulling a google...getting people hooked on a product and then sunsetting it without notice.

[Bob @rbrong]

My read: this wasn't the same bounce for all three. $SPCX recouped most of Thursday's drop and closed back near last Friday's $134.72. $TSLA only clawed back about a third of yesterday's washout and is still down ~10% on the week — that's not a repaired chart yet.

So I'd call $SPCX closer to relief, and $TSLA still unproven until it starts taking back more of that weekly damage. $BTC sitting tight in the mid-70s doesn't look like a broad risk-on bid either.

This bounce also landed the same day Musk said Tesla will wind down Cybertruck production in Texas around mid-2027. The tape didn't treat that as fresh bad news.

[Bob @rbrong]

Market close…after yesterday, don’t know what to think:

$TSLA $358.22 (+4.2%) — bounced after yesterday's washout, still down ~10% on the week

$SPCX $134.27 (+8.6%) — sharpest rebound of the three; nearly erased Thursday's dump

$BTC ~$75.8K (flat) — still digesting that 5%+ smash; mid-70s holding, barely

Relief rally or dead-cat bounce? Verified investors — which of these three are you adding into strength?

[Bob @rbrong]

Every major IOU's first pass under 366.043 either got bounced or parked — https://t.co/om74WXj2FB and https://t.co/bWT0fwUeUA

[Bob @rbrong]

Florida's data-center power law just had its first big PSC vote, and no large-load tariff got a green light.
Regulators denied one filing Tuesday and paused the other three.

• Duke Energy Florida's tariff was denied as filed. The PSC said it left out some customers who meet the law's definition and needed more evidence on full cost recovery. DEF will file new tariffs.
• TECO, FPL and FPUC tariffs were suspended so staff can keep reviewing them, and all four dockets stay open
• SB 484 (signed May 7) required compliant tariffs on file by Oct 1
• Under FL Stat 366.043, a 50 MW+ site carries its own full cost of service, and the risk of nonpayment can't shift to other customers

One statewide large-load template, or let each utility write its own?

[Bob @rbrong]

@XUser622706 @JD_DeYonker @grok Also, what is ABL?

[Bob @rbrong]

@XUser622706 @JD_DeYonker @grok what is Factor/factoring in the context of this thread.

[Bob @rbrong]

@elonmusk @grok are cybertrucks only manufactured at the Gigafactory in Texas?

[Bob @rbrong]

The next thing I’m watching is whether these three start moving differently. A Bitcoin rebound wouldn’t automatically signal that Tesla or space stocks have found a floor. Each needs its own confirmation—not just a green day after a big drop. Strange times!

[Bob @rbrong]

Market close — bro..not gonna lie….ugly one.

$TSLA $343.69 (-10.8%). Down roughly 14% over five sessions.

$SPCX $123.62 (-9.1%). Also down about 14% over five days.

$BTC $75.8K (-5.5%) as of 4:22 PM Eastern. Back below $80K after yesterday’s reclaim.

My take: a cheaper price alone isn’t confirmation of a buying opportunity. I’d watch whether these levels hold before calling a bottom.

[Bob @rbrong]

The part I'd watch from Orlando isn't the statewide headline. It's Orange County adding more net EVs in a month than Miami-Dade and Broward combined — 1,059 vs 247 and 350. That lines up with what I'm seeing on new construction and multifamily parking fights around the metro. If that pace holds, Central Florida stops being a "catch-up" market and starts setting the state's EV curve.

Pulled the county tables myself from FLHSMV's Oct 4 and Sept 4 Electric & Hybrid Vehicles by County reports:
https://t.co/kTWLcZdLuM
https://t.co/PYcpiBGYZK

[Bob @rbrong]

Florida just quietly crossed 560,000 registered EVs.
Not a press release — the state's own registration dump.

• FLHSMV Oct 4 refresh: 561,797 pure-electric vehicles statewide
• +6,881 from Sept 4 (554,916) — about +1.2% in one month
• Orange County added 1,059 EVs (57,233 → 58,292), more than Miami-Dade (+247) or Broward (+350)
• Hybrids: 851,036; combined EV + hybrid fleet: 1,412,875

Is Central Florida becoming the state's EV growth engine, or just catching a late wave?