Rich Kwiat

I love to talk Tesla, Technology, Trading, Science, Startups, Colorado, and the Miami Dolphins :)

[Rich Kwiat @richkwiat]

I tested B-Xtrender on 26 years of data and ~5,700 stocks. One of its signals is real. Most are plain momentum in disguise. Used the way its fans use it, it costs money. Receipts 🧵

[Rich Kwiat @richkwiat]

@M44_1RJ This or other?
https://t.co/ESlCvsOALy

[ALGO DADDY @BestTrader01]

$TSLA - TESLA HAS RAMPED UP PRODUCTION OF ITS OPTIMUS HUMANOID ROBOT ROUGHLY TENFOLD IN RECENT MONTHS - THE INFORMATION

[Rich Kwiat @richkwiat]

@BeschlossDC Kevin Costner as Elliot Ness

[Rich Kwiat @richkwiat]

@XieJackie @Amy787 Lack of guidance, v15 requirement for scaling to larger numbers, NHTZA overhang. Otherwise all systems go.

[Rich Kwiat @richkwiat]

@RandyWKirk1 @thejefflutz said on Q2 call they mentioned they were supply constrained. Have you figured that into possible outcomes?

[Rich Kwiat @richkwiat]

@StevenB78325104 👍

[Rich Kwiat @richkwiat]

Wow!

[Dire Straits 🎸 @DireStraits77]

WoW 🎸🫶

[Rich Kwiat @richkwiat]

@M44_1RJ @elonmusk Confidence level?? that is a very bid deal of course

[Rich Kwiat @richkwiat]

@teslayoda @AlexanderKr you missed 10.2 for the sales data. >500k could be a driver.

[Rich Kwiat @richkwiat]

@EmmetPeppers That is clearly insufficient detail. Please, more?

[Rich Kwiat @richkwiat]

@wholemars Peer review, yes

[Rich Kwiat @richkwiat]

@krassenstein @bourscheid Slowing only the leading edge does little to reduce near-term societal impact or compute consumption.

[Rich Kwiat @richkwiat]

@teslayoda @wholemars Elon has said the reason OEMs didn’t license is they didn’t believe it. It’s now undeniable

[Rich Kwiat @richkwiat]

@ChrisCamillo Makes sense but they are pretty frugal. Do you think they'd be building the 10m/yr factory without high confidence in meeting the bar for metrics?

[Rich Kwiat @richkwiat]

@VulcanMaxiums @farzyness One would hope but after safety there are last mile issues of drop-off and pick-up, charging, cleaning, and how many robotaxis per supervisor that need to hit thresholds that support massive scaling

[Rich Kwiat @richkwiat]

@CernBasher I hope you're right but ....
Grok: NHTSA’s action shows the regulator has not accepted it yet. Parallel rulemaking to drop the manual brake-pedal requirement for ADS-only vehicles is underway, but existing standards remain in force until that process finishes.

[Rich Kwiat @richkwiat]

@JeebsTX https://t.co/31jwXMjOzX

[Rich Kwiat @richkwiat]

@JOBhakdi This is likely the crux of Robyn Fenholm saying we’ll add wheel and pedals if we have to

[Sawyer Merritt @SawyerMerritt]

Tesla has released a new Cybercab launch hype video.

“The future has arrived.”

[Jaan of EVwire.com ⚡ @TheEVuniverse]

BREAKING: Here is the full Cybercab tutorial video I found, showing the app, entering the car and what you can do inside:

[Rich Kwiat @richkwiat]

@wholemars @DirtyTesLa @MKBHD Wouldn’t first sale need to be complete by end of year?