Tim A

[Tim A @timaiello]

Can watch this 100 times. @jdharm stay indoors. Only throw a ball with a game controller.

[Stern Show @sternshow]

“There’s nothing better than that!” Robin is all of us watching @jdharm trip over his own feet.

[Starlink @Starlink]

Starlink-equipped buoys provided real-time video streaming in the Indian Ocean during Starship's twelfth flight test

[SpaceX @SpaceX]

Onboard views from Starship and Super Heavy V3, which are equipped with upgraded cameras capable of streaming 4K video through every phase of flight via @Starlink

[SpaceX @SpaceX]

Starship flip and landing burn at the end of its twelfth flight test

[aka @akafaceUS]

Tesla is being hailed as the safest vehicle on the road after its self-driving system successfully avoided an accident, even when thick smoke and dust made it nearly impossible to see.

[Kevin W. @Brink_Thinker]

He was reported for drinking tea all day and not working. Security cameras were checked, and he was given a salary bonus

[Tesla Joy @TeslaJoy]

I can’t believe this has gone on for years. I was there when this whole thing started. Please show your support for Omar any way you can. He’s been fighting against TSLAQ for a long time and shouldn’t be bullied like this.

[Ben Stiller @BenStiller]

Last 4 year #severance anniversary drop… this is probably out in the world already… but… first shot of season 2💙💚

[Tesla @Tesla]

FSD Supervised is a game changer for road trips especially

[Tesla @Tesla]

❤️

[M. Night Shyamalan @MNightShyamalan]

One year from today, find a date and I’ll see you in the movie theaters!

#RemainMovie
@warnerbros @NicholasSparks

[Tim A @timaiello]

@TeslaJoy @Tesla In Canada EV cars are able to use the HOV Lane even with one person in the car. Maybe same in US but perhaps you know the rules there.

[Tim A @timaiello]

@ryanlongcomedy Why do you gotta diss your Dad like that 😉

[Tim A @timaiello]

@ryanlongcomedy Excellent show my man.

[Tesla @Tesla]

Q4 Shareholder Update → https://t.co/u0UcDOuMNa

— Highlights

2025 marked a critical year for Tesla as we further expanded our mission & continued our transition from a hardware-centric business to a physical AI company.

We also laid the foundation for the future of Tesla by further advancing FSD Supervised, launching our Robotaxi service, beginning to install production lines for Cybercab & fine-tuned our production-primed Optimus design while expanding our AI training infrastructure.

In 2026, we will further invest in the infrastructure needed to support clean energy + transport as well as autonomous robots.

This includes the ramp of 6 new production lines across vehicle, robots, energy storage & battery manufacturing.

We're building a world of amazing abundance. LFG!

Automotive
– APAC region continues to show strength across multiple markets & set a record for deliveries this quarter

– Preparations in North America continue for the production ramps of Tesla Semi & Cybercab, both commencing in the first half of 2026 & production of the next gen Roadster

Energy generation + storage
– Highest quarterly energy storage deployments, driven by record Megapack deployments

– Total gross profit = $1.1 billion, marking our 5th consecutive record quarter!

– Megapack 3 & Megablock production starting at Megafactory Houston this year

– In 2025, Powerwall network supported more than 89k Virtual Power Plant events across >1 million installed units, saving homeowners >$1 billion in electricity bills

Robotics
– Planning to unveil Optimus Gen 3 in Q1 this year, our first design meant for mass production

– Start of production planned by end of 2026, with eventual planned capacity of 1 million robots/year

AI Training Compute
– Currently building Cortex 2 at Giga Texas to further increase our AI training compute capacity

– In the first half of 2026, we're planning to more than double the size of onsite compute in Texas (in terms of H100 equivalents)

Battery
– Our lithium refinery started pilot production. It is the first spodumene to lithium hydroxide refinery in North America, with a simpler, cheaper & more environmentally friendly process

– Started producing battery packs for certain Model Ys with our 4680 cells, unlocking an additional vector of supply

– We now produce dry electrode for 4680 cells with both anode + cathode made in Austin

– We expect both domestic cathode material in Austin & LFP lines in Nevada to begin production this year

AI Software
– Shipped latest version of FSD Supervised (V14), which will drive you to your destination, find a free spot & park

AI Inference Compute
– Development of our in-house, custom designed AI5 & AI6 inference chips for autonomy progressed during Q4, with production planned for 2027 & 2028 respectively

– Targeting a 50x improvement for AI5 compared to AI4, thanks to 10x raw compute, 9x memory capacity & 5x hardened block quantization & softmax function (= enabling efficient low precision computing without sacrificing model accuracy)

Automotive + Other Software
– Robotaxi app no longer has a waitlist in the areas we serve

– Our vehicles keep getting better with over-the-air software updates: Grok w/ navigation commands, Photobooth, Supercharger Site Maps, Automatic HOV Routing, & more

Robotaxi
– Began testing driverless Robotaxis in Austin in December & began removing safety monitor from customer rides in January

– Our Bay Area ridehailing service now serves SJC, with plans to expand to other Bay Area airports upon receiving required permitting

– Cumulative paid Robotaxi miles have now exceeded 600k

FSD Supervised
– Launched in Korea, where customers drove >1 million kilometers in just one month

– We continue to pursue regulatory approval in China & Europe

– FSD Supervised subscriptions more than doubled in 2025

[Cybertruck @cybertruck]

Cybertruck pulls stuck F350 + trailer free from deep sand

[Tim A @timaiello]

@greentheonly @bitcoin1776 Fair enough

[Tim A @timaiello]

@greentheonly @bitcoin1776 Maybe for you but I use AP for about 90% of my driving. A decent split between highway and local roads

[Tesla @Tesla]

Teslas have excellent traction in snow, thanks to low center of gravity, instant torque & traction control that’s far more precise than gas or diesel

[Stern Show @sternshow]

It was the 𝘳𝘦𝘯𝘦𝘸𝘢𝘭 of @SeinfeldTV that brought Larry David to tears. Hear his 2015 #SternShow visit and more on #Sternthology Live! – 5 p.m. ET on Howard 101. 📱 833-STERN-SHOW