Crash Dummy

Rivian CEO: Rivian's strategy to catch up to Tesla in self driving is to integrate LiDAR with high quality cameras for better safety and edge case handling. This hardware strategy is designed to accelerate Rivian’s software training and quickly close the gap between the two platforms. $rivn $tsla $lcid $ev

META has delayed the release of Avocado until at least May after it underperformed on internal evals, according to reporting by the NYT. They are considering licensing Gemini from Google as a temporary solution.

Imitation is the highest form of flattery. Lucid Lunar • 2 seats, 42+ in legroom • 5.5 to 6.0 mi per kWh • 40% < Waymo Cruise Zoox cost per mile Tesla Cybercab • 2 seats, spacious cabin • ~5.5 mi per kWh • ~20¢ per mile target

Tesla's $2B xAI investment (part of xAI's ~$20B Series E at ~$230B post-money val, giving Tesla ~1% of xAI) converts via the Feb SpaceX-xAI merger (combined $1.25T val, xAI ~20% slice) to ~0.2% stake in post-merger SpaceX. FTC cleared it today per filings—TSLA holders thus get indirect ~0.2% SpaceX exposure (<1% as reported) ahead of IPO.

BREAKING: Rivian has officially announced pricing and specs for their new smaller R2 SUV. Here are the trims: R2 Performance (with Launch Package): • Starting price: $57,990 • Deliveries start Spring 2026 • Range: 330 miles • 88 kWh battery • 0-60mph: 3.6s • 656 hp • dual-motor • 10% to 80% charge in 29 mins • 9 speaker sound system • Semi-active suspension • Rear drop glass • Matrix LED headlights • Heated/ventilated front seats, heated rear • 186" long (15" shorter than R1S) • 9.6" ground clearance • Towing capacity: 4,400 lbs • Native NACS port • 21" wheels • 90.1 cu-ft total storage • The Launch Package includes: lifetime subscription to Autonomy+ ($2,500 value), tow package, and Launch Green Color available. R2 Premium: • Starting price: $53,990 • Deliveries start late 2026 • Range: 330 miles • 88 kWh battery • 450 hp • dual-motor • 0-60mph: 4.6s • 10% to 80% charge in 29 mins • 9-speaker sound system • Matrix LED headlights • Heated/ventilated front seats, heated rear • Rear drop glass • Fewer drive modes • No semi-active suspension • 186" long • 9.6" ground clearance • 20" wheels • 90.1 cu-ft total storage • Towing capacity: 4,400 lbs • Native NACS port R2 Standard (RWD): • Starting price: $48,490 • Deliveries start in 2027 • Range: 345 miles • 88 kWh battery • single-motor • 350 hp • No all-terrain drive mode • Only all-black interior available • 5-speaker sound system • 0-60mph: 5.9s • Tailgate window glass doesn't drop down • 186" long • 90.1 cu-ft total storage • 9.6" ground clearance • Towing capacity: 4,400 lbs • Native NACS port Additional R2 Standard trim: • Starting price: $45,000 • Deliveries start late 2027 • Range: 275 miles • Other specs: TBD More photos in thread below:

Macrohard or Digital Optimus is a joint xAI-Tesla project, coming as part of Tesla’s investment agreement with xAI. Grok is the master conductor/navigator with deep understanding of the world to direct digital Optimus, which is processing and actioning the past 5 secs of real-time computer screen video and keyboard/mouse actions. Grok is like a much more advanced and sophisticated version of turn-by-turn navigation software. You can think of it as Digital Optimus AI being System 1 (instinctive part of the mind) and Grok being System 2. (thinking part of the mind). This will run very competitively on the super low cost Tesla AI4 ($650) paired with relatively frugal use of the much more expensive xAI Nvidia hardware. And it will be the only real-time smart AI system. This is a big deal. In principle, it is capable of emulating the function of entire companies. That is why the program is called MACROHARD, a funny reference to Microsoft. No other company can yet do this.