James S

Doesn’t this fact alone indicate a convergence of @Tesla and @SpaceX into one entity? @OptimusinSpace

@SawyerMerritt Not sure how happy the driver will be once Robotrucking is solved

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.”

@pbeisel @CernBasher A long one but a good one 👍

Fun to go deep with @CernBasher on all things Tesla. Digital Optimus, Optimus, SpaceX/Tesla convergence, the list goes on and on. Take a listen (and tell us how we can improve this pod). It was an absolute pleasure to speak with Cern, someone who can think way beyond the box.

@joeroganhq Spot on. Government importing 3rd world voters, destabilizing the country and straining infrastructure.

Joe Rogan: "I love Canada. I don't go up there anymore, but it's because I think that the government went horribly wrong... But the people are amazing. I've always said that Canada is like America but with 20% less assh*les."

@JOBhakdi They are working extremely hard, day and night to get it across the finish line.

I do think the silence around FSD over the past few months is very bullish.

@JOBhakdi Assuming they are testing this version on them now

Yep.

@BoBbyPleWniaK We need war to be over and Robotaxi to start expanding

Another successful 4X beta to the downside. I cant wait for the 1 beta to the upside recovery tomorrow. This is such a fun game $TSLA.

Is there any company more vertically integrated than $TSLA?

@FoxNews How much are you guys getting paid to constantly smear Elon and his companies? Probably not as much as Reuters.

SEN. SANDERS: “60% of our people living paycheck-to-paycheck, and one guy, Elon Musk, owns more wealth than the bottom 53% of American households.” “Think maybe that might be an issue that we should be talking about?"

@pbeisel Patience is key here. This is brand new world changing tech

Elon says FSD 14.3 is coming. But if you’ve been following along, it was also “two weeks away” a few months ago. That’s drawn a lot of criticism, understandably. Let’s step back and talk about what’s actually going on: engineering reality. I’ve spent years running engineering teams at Apple and Rivian, and what you’re seeing here is not unusual. Not even a little. I’m not here to defend Elon or say communication couldn’t be better. It could. But what’s happening behind the scenes is far more ordinary than people think. First, understand what kind of company Tesla is. Tesla exposes more of its internal process than most companies— you’re watching how the sausage is made, often in real time. Compare that to Apple. Products appear at a moment in time, fully formed. What you don’t see are the features that slipped, were cut, or quietly postponed to make the deadline. Most companies communicate through layers of marketing at discrete events (e.g., NVIDIA GTC). That may include a CEO keynote—but it’s still tightly controlled. Tesla, largely via Elon, doesn’t. And that creates friction. Most people are used to being in the dining room. With Tesla, you’re watching the sausage get made whether you like it or not. If that makes you uncomfortable, this model will drive you crazy no matter how it’s explained. Now, about FSD 14.3— the so-called “reasoning” release. My view: when Elon originally referenced it, it was real. It was on a roadmap with a timeline. But then reality hit. Somewhere along the way, engineering discussions likely exposed a fork: ship what’s partially there, or go deeper and "do it right". That kind of shift happens constantly. Plans change. Timelines slip. This is normal engineering behavior, not dysfunction. The difference is: you’re seeing it. At companies like Apple, those decisions are invisible. Deadlines are protected by cutting scope. At Tesla, you’re watching the scope evolve in real time. On the technical side, 14.1 and 14.2 were already producing “reasoning tokens,” as Ashok (Tesla AI VP) noted. But producing tokens isn’t the same as using them effectively. 14.3 appears to be where those tokens actually start driving behavior, more human-like decision-making in edge cases. My guess is this is where things got more complicated. The work likely started to overlap with what xAI is doing. At that point, the question becomes: do you ship an interim solution, or integrate a more capable reasoning layer? That’s not a small decision. And it likely has downstream impact— potentially even on Robotaxi timelines— because these same reasoning challenges show up there too. So the team probably made a call: go deeper, even if it costs time. And here’s the part people underestimate: great engineering teams often convince themselves the extra work is worth it… and that it won’t take that much longer. They’re usually wrong on the timeline. But often right on the outcome. At this stage, FSD isn’t about raw safety (it seems to have nailed that)— it’s about behavior. Making decisions feel natural, human, predictable in edge cases. That’s a much harder problem. So if you’re following Tesla closely, the best thing you can do is understand the process and accept the messiness that comes with it. If you want tightly controlled messaging and polished delivery, companies like Apple exist for that. Tesla is something else entirely. Fire away.

@TSLAshareholder Rippin in AH’s

$tsla recovering in after hours 🙏

Sometimes I surprise myself with these calls

@BoBbyPleWniaK @NickGibbsIAG I think he’s trying to keep them fully utilized and avoiding looking like a monopoly

Elon should have said FU to all other manufactures on accessing the supercharging network. Screw them all. Every one of them partnering with Uber, NVDA and the works. Elon is to damn nice. Time for him to go for the throat and crush their souls.

@BoBbyPleWniaK @Tesla @elonmusk Yes they let the product speak for itself but it wouldn’t be costly to hire someone to handle this garbage if they don’t plan on advertising

@OptimusinSpace @Tesla @elonmusk Its why engineers are so bad at sales and speaking with clients.

It’s the world against @tesla and @elonmusk. They are trying so hard.

@BoBbyPleWniaK @Tesla @elonmusk Tesla need someone to run PR and squash their garbage right away. The constant negative stories compound

@OptimusinSpace @Tesla @elonmusk Its profitable.

@TheCaptainEli There is a drain plug in the trunk. Joe teg recommended it

@NickGibbsIAG It’s a game changer 👊

@OptimusinSpace Thanks James

Another 0 Day Winner: $1,100 in less than 30 Minutes $TSLA continues to grind down. I also get affected from this decline.. this is why IT IS IMPORTANT to learn how to properly trade options to be capital Efficient. There is no reason for you to sit on your hands and not make money while we wait for our buy and hold strategy to materialize. Learn something new. Invest in yourself. Check the ego at the door. The April Crash Course is going to close in 1 Week Unless it fills up before next Friday. DM me or use the link below to register. Cheers. crashcourse.iagmethod.com/april

@SawyerMerritt Optimus V3 reveal too, no?

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)

@brockpierson Nostalgic

Did anyone ever beat Mike Tyson?