StillKickin

@GrindeOptions If Tesla’s valuation would match big tech, their stock price would be $38.00. If they would match auto industry, they would be $3.80.

SU7 widens lead over Model 3. electrek.co/2026/03/19/xia…

It's more obvious than ever that Tesla is capitalizing expenses to hide losses in the auto business. They just happen to need $20B/year immediately after the credits were taken away. For what? A robotaxi that doesn't exist and a semi plant that will not be needed? Sure sure.

@sleepingdogo Tesla vision-only was always a cover story for a stock manipulation via the options market. The media, oddly, has played along.

"The cost of LiDAR technology has undergone one of the most dramatic price declines in the history of electronics. In just a decade, the benchmark for a high-performance LiDAR sensor has dropped from the price of a luxury car to that of a consumer smartphone." $TSLA $TSLAQ

lol Tesla $TSLA $TSLAQ #SPACEX #XAI

Tesla looks strong in Norway, but it's probably losing per sale. 0% financing. VAT rebate. Low or zero down payment. teslarati.com/tesla-counters…

107 pedestrians and cyclists now killed by a Tesla. And 14 years of promising "next year" "For sure" .. kron4.com/news/bay-area/…

1/6 This, RIGHT HERE, is why $TSLA will collapse in market cap this yr. In short, “FSD” does not work. Yet, due to comments from @elonmusk, many are expecting “robotaxis” w/ out steering wheels/pedals as soon as April 2026. But even the most loyal $TSLA cultists are beginning…

Tesla is offering subsidized financing all over the world now. In the US: 0% APR on Y Standard RWD and Y Standard AWD. .99% APR for Premium RWD and AWD. 6.09% for Performance. So, Q1 2026 deliveries may beat Q1 2025's (336,810).

🚨 BREAKING: A Google researcher and a Turing Award winner just published a paper that exposes the real crisis in AI. It's not training. It's inference. And the hardware we're using was never designed for it. The paper is by Xiaoyu Ma and David Patterson. Accepted by IEEE Computer, 2026. No hype. No product launch. Just a cold breakdown of why serving LLMs is fundamentally broken at the hardware level. The core argument is brutal: → GPU FLOPS grew 80X from 2012 to 2022 → Memory bandwidth grew only 17X in that same period → HBM costs per GB are going UP, not down → The Decode phase is memory-bound, not compute-bound → We're building inference on chips designed for training Here's the wildest part: OpenAI lost roughly $5B on $3.7B in revenue. The bottleneck isn't model quality. It's the cost of serving every single token to every single user. Inference is bleeding these companies dry. And five trends are making it worse simultaneously: → MoE models like DeepSeek-V3 with 256 experts exploding memory → Reasoning models generating massive thought chains before answering → Multimodal inputs (image, audio, video) dwarfing text → Long-context windows straining KV caches → RAG pipelines injecting more context per request Their four proposed hardware shifts: → High Bandwidth Flash: 512GB stacks at HBM-level bandwidth, 10X more memory per node → Processing-Near-Memory: logic dies placed next to memory, not on the same chip → 3D Memory-Logic Stacking: vertical connections delivering 2-3X lower power than HBM → Low-Latency Interconnect: fewer hops, in-network compute, SRAM packet buffers Companies that tried SRAM-only chips like Cerebras and Groq already failed and had to add DRAM back. This paper doesn't sell a product. It maps the entire hardware bottleneck and says: the industry is solving the wrong problem. Paper dropped January 2026. Link in the first comment 👇

@Adam_and_EVs Cover story #417 for the options market manipulation of the stock price. Musk/Birchall/MS/et. al. need a fig leaf.

Tesla is expecting another failure in their risible Optimus project with zero confidence in the third attempt and are thinking about scrapping everything and starting over with a fourth. Will they even show V3?

@Adam_and_EVs Won't happen unless they buy off-the-shelf HW/SW. Curious, though, about Musk's endgame for Tesla. When will he sell $TSLA shares?

If Tesla $TSLA actually ever launches a fully autonomous taxi service, it will be facing numerous superior incumbents. It will be tough to compete as a low tech follower in this highly commoditized market. cleantechnica.com/2026/03/09/gee…

Tesla Engineer Behind OTA Updates and Robotaxi Platform Departs After 11 Years "He is stepping away from the relentless pace of Tesla's engineering culture to focus on his family, rather than take up a new position elsewhere." $TSLA $TSLAQ #SPACEX #XAI notateslaapp.com/news/3761/tesl…

@ethanmckanna Won't develop; it's a publicity stunt.

Robotaxi Tracker has a growing dataset of over 1,000 Tesla Robotaxi rides which also includes price data! I think this will be very interesting to track as the service develops

@JackEwingNYT @RMac18 Why doesn’t NYTimes assign someone in Austin to try to get an unsupervised Tesla Robotaxi ride? If that person can’t obtain one in, say, 30 attempts, you’ve demonstrated fraud. Such an easy and impactful story to do. See bradmunchen.substack.com/p/why-tesla-ro…

Read @BradMunchen latest article on Substack regarding $tsla /Musk’s ongoing FSD deception. It’s apparent that he’s quickly running out of runway with this scam. Difficult to short such a heavily manipulated stock so I’m using $400 as my entry and exit level. I always use stops

@BradMunchen @leomemorial Hair plugs are transplanted hair follicles. Not fake.

@leomemorial He looks high AF. And how does fake hair turn gray?

Elon has aged rapidly as he shows up to court today

11 new models to be launched by BYD today along with a number of advanced battery/charging/ADAS announcements. Exciting!

And in exciting news, Tesla's inventory of its overpriced, aging Model Ys and 3s continues to grow. Fantastic news if you're thinking of buying one. Wait a month or two and they will be announcing huge discounts as they've done with their better known flop, the Cybertruck.😉

As the Waymo Driver demonstrates strong performance in freezing conditions this winter, we’re moving beyond core technical validation. Driving in multiple snowy cities, we are now refining the rider experience and logistics required for consistent service in snow.

@thunderf00t I’d blame NASA Administrators and administrators. It’s on them to spend the money well and advise Congress honestly.

the hardcore delusion of spacex fans, thinking that musk gets money for 'milestones'! Hey, moron, riddle me this, how can they have achieved enough milestones to unlock 90% of the money wihtout having even made orbit. They are gaming the system to milk the us taxpayer.