Tesla_Steve

2018 P3D | 2026 Y LR

[Tesla_Steve @TSLA_Steve]

@elonmusk @rtk86 @sheldonth @FactsDataTruth @Tesla @elonmusk what about those without the PUP package but with Performance Model? Can we drop free supercharging and get just the brakes installed?? Really want the Track Mode... Day 1 stood on line and wasn’t told track mode was PUP only or else I would have got it :(

[Tesla_Steve @TSLA_Steve]

@JohnFlickinger @elonmusk @bscholl Not enough supply ATM. I don’t think demand will be a problem once it expands. All Tesla owners will likely try and tell friends along with it being cheaper. Won’t be hard to distribute.

[Tesla_Steve @TSLA_Steve]

@JohnFlickinger @elonmusk @bscholl Would be a colossal waste of money for $TSLA, they don’t service 50M riders currently. Also, why would $TSLA want to manage $LYFT legacy business… this is a new model not an expansion of the legacy model.

[Tesla_Steve @TSLA_Steve]

@AccessIPOs @stevenmarkryan @grok I requested 500 and got 59 lol. Exactly proving your logic.

[Robotaxi @robotaxi]

Unsupervised Robotaxi now in the entire Austin Metro area

[Sawyer Merritt @SawyerMerritt]

Wait a minute….lol

[Mike P @mikepat711]

TSLA starting to look like my boss better watch his mouth when he talks to me

[Elon Musk @elonmusk]

The human-perceived RGB is image 1 and the Tesla AI photon count reconstruction is image 2.

This is why Tesla FSD can see so well at night or through extreme glare.

[Cern Basher @CernBasher]

Tesla SHOULD NOT merge with SpaceXAI!

The main reason given for Tesla not merging with SpaceXAI is goes something like: "Robotaxi hasn't ramped yet. Tesla stock could 5X. I'm here for the ramp. Optimus hasn't ramped either. Tesla could 10x. Let's give it a few years. I don't want to give my upside to SpaceXAI shareholders who just enjoyed a 4.4X since last summer."

On its surface, this is a sound argument. I share these sentiments.

Who could argue with that?

I will.

(I'm capable of holding two opposing thoughts in my mind at the same time).

AI waits for no one

First, have you seen how fast AI is moving?

How durable is Tesla's Robotaxi moat? Honest answer: I believe it's strong, but we just don't know.

How durable is Tesla's Optimus moat? Honest answer: I believe Tesla is extremely well positioned, but again, we just don't know.

So no one has the luxury of waiting a few years to see how things play out in this space.

The good news is that Elon has always been good at seeing the next steps ahead and positioning his companies well before most.

Robotaxi Ramp Issues

What happens to the Robotaxi ramp if Federal autonomous legislation doesn't come?

What happens if Federal autonomous legislation is terrible?

Or, perhaps the legislation is favorable, but think about what could happen to the Robotaxi ramp if Elon can't get enough chips to build millions Cybercabs or build tens/hundreds of millions of Optimi.

Being chip constrained would materially harm the present value of Tesla if Robotaxi and Optimus can't scale beyond a certain point.

Sure the cash flow pours in on the first 10 million Robotaxis, but investors would say: "We're going to give this company a low P/E because their growth is capped. They should have thought ahead and invested in semiconductor capacity. This business can't scale."

What does Tesla need SpaceXAI for?

1) Capital - fresh off an IPO SpaceXAI will be flush with cash.

2) Starlink for low-cost global connectivity to cars, Semi and Optimus.

3) Grok is the interface for Robotaxi (so you can speak to the car).

4) Grok is the brain/voice of Optimus.

5) Orbital AI data centers are needed for training & inference for Robotaxi, Optimus and Digital Optimus.

6) Semiconductors from Terafab - a joint project between Tesla and SpaceX (Tesla can't self-fund this).

7) SpaceX's material science expertise.

Sharing the Wealth with SpaceXAI

Okay, so if Tesla isn't merged with SpaceXAI, how much will Tesla have to pay SpaceXAI for all of the above?

- What portion of Robotaxi revenue goes to SpaceXAI?
- What portion of Optimus revenue goes to SpaceXAI?

Tesla may have to pay SpaceXAI a slice of the economics from Robotaxi and Optimus.

That could mean SpaceXAI collects money every time:

- a Robotaxi mile is driven,
- an Optimus unit uses Grok,
- a vehicle connects through Starlink,
- Tesla uses orbital data centers,
- or Tesla runs fleet-level inference.

So Tesla shareholders may think they are avoiding dilution by rejecting a merger. But they may simply be choosing a different kind of dilution: permanent economic leakage.

Instead of giving SpaceXAI shareholders ownership upfront, Tesla may end up paying SpaceXAI forever.

Pick your poison carefully!

[The Breakthrough @x_2the_y]

@bluewmist Tesla with FSD.

Once you have FSD you realize that 99.9999% of the country have no idea how far advanced we are.

It changes eveything honestly and it forever changes your experience in a car.

[AI OR DIE @aiordieshow]

PI HARD starring Neil deGrasse Tyson and Elon Musk

[Ryan Mouque @ryanmouquegolf]

This change is absolutely WILD from one of my students here

If you are wanting to add some shaft lean & compress the ball at impact, everything you need is in this thread below

👇🧵

[Lucid™ @cammakingminds]

If you are using the earth as a reference frame, the moon is actually doing a close flyby of Artemis II.

[MYGOLFSPY @MyGolfSpy]

🔮 Prediction: The launch monitor as a product is dead in 10 years.

You won’t buy one.

You’ll already have one.

• Phone
• Watch
• Range
• Club
• Ball (eventually)

Cameras + AI replace the box.

$5K–$25K units become the DSLR of golf.

AI will replace raw data with answers.

Right now:
“Ball speed: 152. Spin: 2800. Launch: 13°”

Future:

“You’re losing 11 yards because your face is 2° open relative to path, here is how you fix it.”

Agree or not?

[Tesla_Steve @TSLA_Steve]

Impressive

[The Golf Engineer @engineeringolf]

Guys, I’ve fallen deep into the Turf Management corner of 𝕏.

This sprinkler system is incredible. 😄

[Sawyer Merritt @SawyerMerritt]

NEWS: Aurora’s driverless trucks can now run longer than humans drivers are legally allowed.

The company said the latest software update to its driverless hardware suite will enable its trucks to drive nonstop from Phoenix to Fort Worth. That trip is roughly 1,000 miles long and takes 15 hours to complete. By contrast, a human driver would legally have to take a 30 minute break after 11 hours of driving.

The company currently has five autonomous trucks carrying cargo without safety monitors between Dallas, Houston, Fort Worth and El Paso, Texas. By the end of 2026, the startup expects to have over 200 driverless trucks in operation.

Their trucks use lidar, radar, and cameras.

via @InsideEVs

[Elon Musk @elonmusk]

Tesla will stop selling FSD after Feb 14.

FSD will only be available as a monthly subscription thereafter.

[JOSEPH @SCARANTINOX]

.@Tesla please let us draw our own routes if you’re going to keep this bad routing software.

Daily it tries zig-zagging through parking lots, driving behind businesses, or literally going THROUGH buildings. It’s completely insane.

I know others can vouch.

[Nic Cruz Patane @niccruzpatane]

This is really big coming from @JasonCammisa.

In my eyes, he is one of the best automotive journalists ever. He critiques hard but fairly.

His job is to evaluate a vehicle's dynamics and driving feel—his words carry a lot of weight.

[Dr. Jon Slotkin @slotkinjr]

I have a guest essay in @nytimes today about autonomous vehicle safety. I wrote it because I’m tired of seeing children die. Done right, we can eliminate car crashes as a leading cause of death in the United States

@Waymo recently released data covering nearly 100 million driverless miles. I spent weeks analyzing it because the results seemed too good to be true. 91% fewer serious-injury crashes. 92% less pedestrians hit. 96% fewer injury crashes at intersections. The list goes on.

39,000 Americans died in crashes last year. More than homicide, plane crashes, and natural disasters combined. The #2 killer of children and young adults. The #1 cause of spinal cord injury. We’ve accepted this as the price of mobility.

We don’t have to.

In medicine, when a treatment shows this level of benefit, we stop the trial early. Continuing to give patients the placebo becomes unethical. When an intervention works this clearly, you change what you do.

In driving, we’re all the control group.

Cities like DC and Boston are blocking deployment. And cities are not the only forces mobilizing to slow this progress.

It’s time we stop treating this like a tech moonshot and start treating it like a public health intervention that will save lives.

Link to article below.

👀 this video of Waymo cars evading crashes with people and vehicles. I especially note the ones that require it having a 360° view.

My sincere thanks to Alex Ellerbeck and @acsifferlin for their wisdom and sure hand in editing this piece.

[Gali @Gfilche]

I hear comedians on all my favorite podcasts flex about their cars but none have ever mentioned Tesla FSD yet

Everytime I hear it feel like they are living in the past

Getting chauffeured around 24/7 is the ultimate luxury

Your car sucks if it doesn’t have FSD. Sorry