Zero

[Sawyer Merritt @SawyerMerritt]

NEWS: A U.S. House Committee will hold a hearing on Jan 13th on bills to ease autonomous vehicle deployment without human controls.

Draft proposals under consideration:
• Lift cap to 90,000 per year (up from 2,500) of vehicles that could be deployed without human controls
• Ban states from setting rules on autonomous driving systems
• Require NHTSA to establish guidelines for calibrating advanced driver assistance systems
• Address automaker complaints about barriers to robotaxi deployment
• And more

[Sawyer Merritt @SawyerMerritt]

NEWS: @DavidMoss has just set a new record by officially surpassing 10,000 consecutive miles on Tesla FSD (Supervised) V14 with no interventions. True 100% FSD usage.

He’s currently on track today to be the first person to complete a coast-to-coast drive (LA → FL) entirely on FSD, without a single intervention🔥

[Sawyer Merritt @SawyerMerritt]

2026 is going to be an epic year!

SpaceX:
• First launch of Starship V3, including the debut of the Raptor V3 engine
• First launch of Starlink V3 satellites, bringing gigabit connectivity
• Potential IPO

Neuralink:
• First patient will receive the new Blindsight brain chip implant, designed to restore vision for people who are completely blind
• Expanded rollout of the Telepathy brain chip implant to more patients with mobility issues

The Boring Company:
• First segment of the Nashville Loop expected to become operational as early as Spring 2026, eventually connecting downtown Nashville and the Convention Center to Nashville International Airport once the Loop is completed.
• Opening of its first tunnel to Harry Reid International Airport in Las Vegas in Q1 2026, capable of transporting up to 20,000 passengers per hour at 50–80% lower cost than Uber.

Tesla:
• Optimus Gen 3 robot enters production
• Cybercab production begins in April
• Tesla Semi enters mass production
• Launch of FSD (Unsupervised)
• Expansion of robotaxi services
• Megapack 3 and Megablock production begins
• Launch of a new residential solar panel
• Next-gen Tesla Roadster unveil

xAI:
• Colossus 2, the single largest and most powerful datacenter in the world, becomes operational
• Launch of Grok 5
• Deeper Grok integration into Tesla vehicles
• Launch of X Money

And more much!🚀🚗🔋🤖⚡️

[Sawyer Merritt @SawyerMerritt]

NEWS: Tesla was the top-selling imported car brand in 2025 for South Koreans in the 20s-30s age demographic. From January to November, young buyers purchased over 21,000 Teslas, compared to BMW’s 13,666 and Mercedes' 6,983. https://t.co/6L2bi8eqnI

[Ark Invest Tracker @ArkkDaily]

WAYMO vs TESLA

3,000 Waymos on the road vs 500,000 Teslas built in one quarter.

Autonomy isn’t the race anymore.
Manufacturing scale is.

[Tesla @Tesla]

Try it, you'll like it ☺️

[Sawyer Merritt @SawyerMerritt]

Time it took for SpaceX's @Starlink to hit its next millionth customer:

• 1 million: 730 days
• 2 million : 274 days
• 3 million: 240 days
• 4 million: 129 days
• 5 million: 155 days
• 6 million: 101 days
• 7 million: 79 days
• 8 million: 70 days
• 9 million: 47 days

[Sawyer Merritt @SawyerMerritt]

BREAKING: SpaceX has announced that @Starlink now has over 9 million customers, up from 8M in November and 7M in August 2025.

Starlink added a record 21,275 new customers on average per day since they hit 8M, smashing their previous record of 14,250. That growth rate is a whopping 49.3% higher than it was just last month! 🤯

[Sawyer Merritt @SawyerMerritt]

Today, SpaceX shared a new picture (on left) of its next-generation Raptor 3 rocket engine, the most advanced rocket engine ever made.

• Almost 2x the thrust of Raptor 1
• Costs 4x less
• Much lighter. Will save 2,425 lbs of weight per engine, or 94,575 lbs (42.9 metric tons) per launch
• No heat shield
• Optimized for manufacturability

It will first fly aboard Starship Version 3, with the first launch currently targeted for Q1 2026.

(New photo on left from SpaceX's new quarterly impact report)

[Tesla AI @Tesla_AI]

FSD sees things before you do

[Tesla Robotaxi @robotaxi]

Tesla Puppytaxi

[Elon Musk @elonmusk]

Tesla Robotaxis were unaffected by the SF power outage

[Tesla AI @Tesla_AI]

FSD is trained on billions of real-world miles, including power outages

📸 @edgecase411

[Sawyer Merritt @SawyerMerritt]

Tesla FSD V14.2.1.25 avoids a giant floating bubble in what is one of the strangest edge cases I've seen lol.

All three camera angles below are directly from the Tesla while driving Pier 39 in San Francisco.

[David Moss @DavidMoss]

I have now passed 6,000 consecutive miles of non rounded up actual true 100% intervention free FSD 14.2 driving in my 2025 Model 3 Premium Longe Range RWD

This journey has taken me to 17 states starting from Raleigh, NC to now currently I’m in Ashland, OR with 59 Tesla Supercharger stops along the way.

How long do you think I can keep this streak going!??

[Sawyer Merritt @SawyerMerritt]

This is the equivalent of driving from Miami, Florida to Anchorage, Alaska without ever touching the pedals or the steering wheel once. Incredible.

FSD (Supervised) V14:
• Miles driven by the @Tesla: 5,008
• Miles driven by the human in the car: 0

10% city, 90% highway. Not a single intervention.

New Tesla FSD V14 stats from @DavidMoss's 2025 Model 3 Long Range RWD.

[X Freeze @XFreeze]

The Boring Company is quietly expanding the futuristic Vegas Loop underground

Vegas Loop already feels like a cheat code: hop into a Tesla (or Cybertruck) underground and bypass the chaotic surface traffic

As of December 2025:
→ 8 stations live (LVCC campus + Resorts World, Westgate, Encore)
→ ~3.5 miles of operational tunnels connecting the Convention Center to nearby resorts
→ Over 3 million rides completed (boosted by huge events like SEMA & Cowboy Christmas)
→ Turns 30–45 min surface trips into quick 2–8 minute tunnel rides
→ Free inside LVCC, ~$5–10 for resort connections
→ Cybertrucks deployed on routes like LVCC–Encore
→ Full Self-Driving tests underway – driverless rides coming soon

And this is just the start... @boringcompany is approved for 68 miles of tunnels and 104 stations, connecting the airport (Phase 1 targeting Q1 2026!), downtown, Allegiant Stadium, UNLV and more – with 2–8 min rides and up to ~90,000 passengers/hour at full build-out via a dense autonomous EV network

This isn’t just congestion relief – it’s the future of smarter, greener urban transport 🌍

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley in new $TSLA note:

“The automotive industry is approaching an AI-driven inflection point, and TSLA has a significant (and growing) lead.

Three things are needed to be successful in developing autonomous vehicle capabilities - data (fleet/mileage), compute, and algorithms (AI model). Tesla has all three, and at significantly larger scale than many of its EV peers - and it shows. To put emphasis on this point, we believe that Tesla's leading-edge autonomous driving offerings will remain a significant competitive advantage for Tesla over its EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e. hands-off, eyes-off) it will revolutionize the personal driving experience and it remains to be seen if others will be able to keep pace.”

[Sawyer Merritt @SawyerMerritt]

NEWS: A second Tesla Model Y Robotaxi running FSD Unsupervised has just been spotted driving itself on public roads in Austin, Texas, with no one in the front seats.

This is a different car from the one spotted earlier. They have different license plates.

h/t @Mandablorian

[Sawyer Merritt @SawyerMerritt]

Tesla is the only robotaxi operator in North America that can mass manufacture its own robotaxis. Tesla can pump out over 4,500 of these per week from Giga Texas, and at a fraction of the cost of competitor robotaxis. How do you compete with that?

FSD Unsupervised is here.