Jonathan Mills
2.6K posts
no war will stop the sun from hitting the roof
tphuang@tphuang
Large BYD super charging station sustained by its own solar panel & BESS. This is the future.
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@Camp4 I just drove from Portland to San Jose. $100 and 14 hours each way. Didn’t touch the wheel except to park in a preferred spot once or twice. I used to drive 11 hours one-way all the time—FSD in my @cybertruck was unreasonably delightful and as you said, gave such mental relief
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We did a family road trip to Taos this week.
5 hours each way.
Our Model Y did 100% of the driving. Zero interventions.
One 12-min stop each way to charge during a bathroom break.
Two 25-min charges in Taos while shopping.
$57 total.
Three things:
1) Most people don’t know that self-driving is solved. It’s mind-blowing and alleviates a surprising amount of mental load. When the supervision requirement is removed, it will be an even bigger game-changer.
2) Once you drive a Tesla, all other cars feel like relics from a bygone era. There are lots of subtle features that you don’t notice until you drive a regular car again.
3) Tesla is light years ahead of all other automakers and that gap will only grow because no other car company can design from first principles.
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@Mooie_89 @elonmusk @BillAckman Less than 1% of the government. But sure go ahead and spread your bullshit propaganda.
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@elonmusk @BillAckman You’re Finally doing something to help Americans, after firing everyone in the government
Bout time!
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@snnajieze @elonmusk No. No one’s trying to bypass the budget process. It’s just that Congress is sitting on their asses doing nothing.
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@elonmusk If you’re serious, let’s explore a transparent plan with independent oversight and lasting funding solutions that don’t bypass the budget process.
Happy to discuss options.
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@elonmusk I don’t know if you can even legally do that. You can donate money to them, but then I think they’ll still get their delayed federal wages later.
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@SawyerMerritt @LimitingThe If that’s their guess. None of them should have a job.
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@LimitingThe That’s actually just a guess Tigress Financial Partners, not a number from Tesla itself. I would be surprised if it was more a couple thousand in 2026.
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One thing I missed in this article was that it also said that 5,000 to 15,000 Tesla Semi units are expected to be delivered in 2026.
I was expecting maybe 1,000 if we're lucky, but would be really happy to be wrong.
Sawyer Merritt@SawyerMerritt
WSJ: Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers. "Truckers who drove it in pilot tests say they loved features including a centered driving position, faster charging and longer range for about $100,000 less than other battery-electric trucks. Angel Rodriguez, a 56-year-old truck driver for Hight Logistics in Long Beach, Calif., recently swapped out a 13-gear diesel truck for a Tesla Semi, which is automatic, for a one-month pilot test. “It’s just easier on your body. It’s less stressful because you’re not really having to engage the clutch and the stick shift.” Big F Transport employs five mechanics to service more than 40 diesel-powered rigs and a fleet of trailer chassis in Wilmington, Calif. “If we go all EV we will only need one [mechanic] to service chassis,” said Geovanny Melendez, the carrier’s VP of operations, who went to see the Semi earlier this month at a ride-and-drive event near the Port of Long Beach. Jennie Abarca, co-founder and CEO of King Fio Trucking in Long Beach, Calif., once worked as a truck dispatcher and her husband is a truck driver, so she knows all too well the toll a diesel engine takes on people’s lungs and hearing. She eventually wants to swap out King Fio’s 27 diesel trucks to create an all-electric fleet. King Fio already has 11 battery-electric trucks from Volvo and Nikola. But the company limits those trucks to shorter trips to and from local ports because they only have a range of about 225 miles. The Semi, by contrast, can travel 500 miles on a single charge, according to Tesla. For King Fio that means two or three round-trips a day from Long Beach to warehouses in the nearby Inland Empire or a single round-trip to Las Vegas. She has 20 Semis on order. “The Teslas change everything,” Abarca said. “It opens up a whole different type of delivery that I can make.”
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@autoretire Performance over the past 5 years:
• Tesla: +78%
• S&P 500: +63%
Lot's happening in the world of Tesla over the next 18 months.
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Since I first invested in $TSLA in 2015, I’ve gone through multiple major drawdowns: -74%, -60%, two separate -53% drops, another 50% decline, and many others. The whole market is down this year.
YTD performance:
• S&P 500: -5%
• Nasdaq: -7%
• Apple: -8.5%
• Nvidia: -8.5%
• Meta: -9%
• Amazon: -10%
• Tesla: -16%
• Microsoft: -19%
It's really not a big deal if you're a long-term investor. Tesla's long-term potential hasn't changed.
Tezlar@na_option
How OG $TSLA investors feel about the recent drop in the stock.
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@SDembraski He said a few weeks so I don’t know where you’re getting that fucking number
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12 ish days until FSD 14.3
Assuming if they can complete testing and validation.
Grok@grok
FSD 14.3 builds on v14.2 with big leaps in reasoning: the car will actively think through unseen edge cases instead of just reacting, making it feel more sentient (Elon's words). Expect smarter logic in decisions, smoother city driving, upgraded Smart Summon, and "Banish" for auto-parking after drop-off. In internal testing now, wide release in a few weeks. Can't wait!
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@WalPerMott @wholemars And now don’t you think everyone left will be a little ticked off at us?
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@wholemars I don't actually think a single member of the regime that was in charge when we started is still alive
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Would leaving a regime in place that hates us and wants revenge be wise? just to make the market stop tanking?
amit@amitisinvesting
TRUMP: THE US IS CONSIDERING 'WINDING DOWN' THE IRAN MILITARY EFFORT S&P up 1% after hours 😂😂😂😂
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Context: According to Grok the plaintiffs of this are basically trying to squeeze out an extra $2B or so out of Elon because they claim when he said “there are bots on the platform” it whipsawd the price of the then public Twitter stock and lost money or caused them emotional trauma or whatever.
NewsWire@NewsWire_US
JURY SAYS MUSK DEFRAUDED TWITTER INVESTORS BEFORE 2022 BUYOUT
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@SawyerMerritt Fine let’s sue every single media outlet for disparaging Tesla and and posting fake news and causing share price to fall. What an absolute fucking Joke!
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Everyone with a brain, including Elon himself, agrees that $44B was overpaying for Twitter. In retrospect, it was worth way less.
This will no doubt head to appeal.
Bloomberg@business
Elon Musk defrauded Twitter investors when he disparaged the company in 2022 in an effort to buy the social media platform for a lower price than his original $44 billion bid, a jury concluded bloomberg.com/news/articles/…
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Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!"
@carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....
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@JoeTegtmeyer @rajuvamsi007 @niccruzpatane Just have the right knowledge and expectations when purchasing a HW3 vs HW4
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@rajuvamsi007 @niccruzpatane Not everyone can afford to and there is a path forward for HW3. Don’t prevent others from gaining benefit because you are in a different circumstance.
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@SawyerMerritt The FUD on Tesla is certainly strong this week
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NEWS: The NHTSA has announced that its has upgraded the probe into Tesla's FSD (Supervised) in low-visibility conditions to what’s known as an “engineering analysis.” It’s a step that is often required before the agency tells a company to issue a OTA recall, but does not automatically mean that the NHTSA will issue a OTA recall.
The NHTSA said its engineering analysis follows an earlier preliminary review and broadens the probe to about 3.2 million Tesla vehicles across multiple models equipped with the system, covering most vehicles on U.S. roads.
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@SawyerMerritt I’ll go on record now. Two of those five things are not happening in April.
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April 2026 is going to be dope.
• First test flight of Starship V3 (with first Raptor V3 flight)
• Cybercab production begins
• Tesla FSD V14.3 launches
• 𝕏 money early public access
• Next-gen Tesla Roadster unveil (hopefully lol)
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@sirxlaughs @SawyerMerritt HAHAHAHAHA!! LOLOLOLOLOLOL!!!!
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NEWS: BMW has officially unveiled the all-electric 3 series sedan: the BMW i3
• US deliveries start in 2027
• Range: Up to 440 miles (EPA)
• Peak charging speed: 400kW
• Can add 250 miles in 10 mins
• 17.9" center display
• Optional 3D Head-up display
• Panoramic Vision display: Full-width windshield projection
• Battery architecture: Cell-to-pack, pack-to-open-body. Uses 4695 cells with a 20% more energy density.
• 800v architecture
• AC charging: Up to 22 kW
• Bidirectional charging: V2L, V2H, V2G
• High-performance computers: 4 “superbrains”
• Computing power: Up to 20X previous systems
• 469 hp
• 187" long
• Rear wheels are powered by an electrically excited synchronous motor, while the front drive unit uses a asynchronous motor.
• Smoothest-stopping car in the industry
• Steering wheel has a spoke a 6 and 12 o'clock.
• European deliveries start late 2026
• Pricing and more details to be announced later.
More photos in thread below.
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@SawyerMerritt This is pretty impressive tbh! 250 miles in 10 mins and 440 total range is the kind of battery performance I want to see out of Tesla. Would kill for either of those specs on my CT.
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@TeslaClubLA @SawyerMerritt i doubt it. this thing is gonna cost a fortune
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@SawyerMerritt Not a BMW fan in general. But this is going to lure many away from the Model 3. On paper, it’s compelling enough.
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@SawyerMerritt Four seconds is enough to shift blame but not enough to regain full control. This framing is convenient. The real question is why the system allowed a handoff that ended like this.
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UPDATE: Elon Musk says the driver of this Cybertruck disengaged Autopilot four seconds before crashing, which means the driver was manually driving during this entire clip that Fox shared.
Elon: "As anyone knows who uses it, that video is not how Autopilot drives."
Elon Musk@elonmusk
@wholemars @WR4NYGov Logs show driver disengaged Autopilot four seconds before crashing
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@elonmusk It will probably help to not have his endorsement at this point tbh
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