

Luke
6.2K posts

@lukeasmith95
My favorite days of the week are the days that end with the letter y. Cybertruck 📐





Tesla Insurance update With the latest version of Safety Score (v3.0), every mile you drive with FSD Supervised enabled will receive a score of 100. This allows you to maintain a higher average safety score over time, resulting in lower monthly insurance premiums. Applies to new policies in Indiana, Tennessee, Texas, Arizona, Virginia & Illinois





As standards got tougher in 2026, Cybertruck is the only pickup with both an IIHS Top Safety Pick+ Award AND NHTSA 5-star safety rating

The first Starship V3 has left the build site to begin prelaunch testing




@bengold Team Size Meta: 87,000 Microsoft: 221,000 Google: 190,000 … X: 30

I must tell you - we gain 77 minutes of daylight in the next 28 days.

Q4 Shareholder Update → ir.tesla.com — 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

Weird, we were told this would never work


Am I the only one who thinks this is an absolutely terrible idea? -Subscription fatigue is real. -FSD subscriptions can’t be financed. Now you make two monthly payments. -HW3 owners will need to pay out of pocket for the retrofit. -FSD license Transfer will be dead. -Future autonomous vehicles will require ongoing payments regardless of ownership. (i.e. I buy a car without a steering wheel but it won’t work unless I keep paying?!) -Subscriptions are easy to churn for temporary, seasonal, or cyclical time periods. Essentially: “Pay forever or your car shuts off”.

Introducing Rork 1.5 • Easy app monetization with RevenueCat • Built-in analytics (no Firebase needed) • The smartest agent based on Opus 4.5 & Claude Code • Rork Stars community where successful mobile app founders like @zach_yadegari (Cal AI), @alexsllater (QUITTR), @georgeLampro20 will help you grow your app & over 100 small improvements 👇

BREAKING: The Trump Administration announces the 2025-2030 Dietary Guidelines for Americans, putting REAL FOOD back at the center of health. 🇺🇸 REALFOOD.GOV