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Voting for Elon Musk is a tacit admission that we cannot achieve our goals without lying, cheating, and stealing.
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ValueAnalyst
179.3K posts
ValueAnalyst
@ValueAnalyst1
When people ask "What do you do" I assume they mean for fun
Se unió Mayıs 2016
2 Siguiendo39.3K Seguidores
My sources may be early, but never wrong. 👀
Tesla $TSLA
Roger@rdd147
I think NHTSA is about to issue mandatory “do not use” recall of $TSLA FSD software 👀
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@dkhos @Rivian @RJScaringe @Uber If I were @dkhos, I'd be snapping up Tesla's AI leaders, one by one, just like the US is taking out Iranian leadership one by one. Uber can afford to take out Tesla, which makes no money. Without Elon Musk's endless hype train, $TSLA would be left with deteriorating fundamentals.
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Rivian is building something special: vehicle, compute, software, and manufacturing in the US all working together. Excited to partner with @Rivian and @RJScaringe to bring autonomous R2 robotaxis to @Uber.
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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$TSLA FSD 14 is also missing even my low expectations: x.com/ValueAnalyst1/…
ValueAnalyst@ValueAnalyst1
$TSLA FSD 14 will start rolling out to Biased Influencers later this year and the general public sometime next year. FSD 14 will likely complete ~99% of trips without a critical disengagement, short of the 99.9999% accuracy necessary for nationwide adoption of a robotaxi service.
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$TSLA FSD 13 missed even my bearish forecast (see below) and failed to achieve 98% reliability despite being limited to only Teslas with HW4. I also predicted that FSD 14 would also prove to be all sizzle, no steak (see below). Unfollow Biased Influencers. x.com/ValueAnalyst1/…
ValueAnalyst@ValueAnalyst1
I have tested every FSD version in recent years, but this is irrelevant, as data speaks for itself: FSD v12 completes ~95% of rides without a critical intervention. I expect v13 will achieve 98% reliability and that Tesla robotaxis will need 5 to 10 years for nationwide adoption.
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$TSLA Omar says I "should try FSD" even though he already knows that I've personally tested every public version of FSD in recent years and correctly predicted the exact performance of FSD 13 and FSD 14 in public posts. So why does Omar still try so hard to mislead his followers?
Whole Mars Catalog@wholemars
@ValueAnalyst1 Works great even in pretty bad weather. You should try it.
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@SawyerMerritt $TSLA Elon Lies. Sawyer Parrots. Omar Spreads.
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NEWS: Elon says Tesla may be able to "tape out" its upcoming AI6 chip this December, which is a stage when a chip design is finalized.
Elon Musk@elonmusk
@teslaownersSV @pbeisel With some luck and acceleration using AI, we might be able to tape out AI6 in December
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If I were @dkhos, I'd be snapping up Tesla's AI leaders, one by one, just like the US is taking out Iranian leadership one by one. Uber can afford to take out Tesla, which makes no money. Without Elon Musk's endless hype train, $TSLA would be left with deteriorating fundamentals.
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$TSLA I warned you about "low-visibility conditions" in March 2025, but it took NHTSA another full year to take it seriously. FACT: LIDAR INCREASES SAFETY 🚨
ValueAnalyst@ValueAnalyst1
🚨 FACT: LIDAR INCREASES SAFETY 🚨 Especially in low-light & dark conditions! $TSLA Bulls say vision-only systems will eventually be safer than humans, but lidar-based systems will always be safer than vision-only systems
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@JessePeltan $TSLA FSD fails “in low-visibility conditions” because FSD relies only on cameras. Waymo’s system with lidar outperforms FSD in low-visibility conditions. The only people who refuse these FACTS are those with financial and/or other incentives to refuse them. Beware.
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@wholemars $TSLA FSD fails “in low-visibility conditions” because FSD relies only on cameras. Waymo’s system with lidar outperforms FSD in low-visibility conditions. The only people who refuse these FACTS are those with financial and/or other incentives to refuse them. Beware.
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FSD 14.3 is in testing now, with wide release in a few weeks!
Elon Musk@elonmusk
@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.
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@SawyerMerritt $TSLA Elon lies. Sawyer parrots. Omar spreads.
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Elon on Tesla's Terafab:
Elon Musk@elonmusk
@pbeisel Probably more like 160k wafers/month, factoring in yield
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@MissJilianne $TSLA FSD fails “in low-visibility conditions” because FSD relies only on cameras. Waymo’s system with lidar outperforms FSD in low-visibility conditions. The only people who refuse these FACTS are those with financial and/or other incentives to refuse them. Beware.
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There’s a reason we don’t see hundreds of Tesla influencers showing us how amazing Unsupervised Robotaxi is.
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@verge $TSLA FSD fails “in low-visibility conditions” because FSD relies only on cameras. Waymo’s system with lidar outperforms FSD in low-visibility conditions. The only people who refuse these FACTS are those with financial and/or other incentives to refuse them. Beware.
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Waymo hits 170 million miles while avoiding serious mayhem theverge.com/transportation…
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@GerberKawasaki $TSLA FSD fails “in low-visibility conditions” because FSD relies only on cameras. Waymo’s system with lidar outperforms FSD in low-visibility conditions. The only people who refuse these FACTS are those with financial and/or other incentives to refuse them. Beware.
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I e been warning about these issues for some time and no one at tesla seems to want to address them. Not like the old days.... $tsla
TechCrunch@TechCrunch
Feds intensify investigation into Tesla’s Full Self-Driving (Supervised) software techcrunch.com/2026/03/19/fed…
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