Adam Kilean

@ahk4321 @SawyerMerritt @grok Shut up bot

@SawyerMerritt Everyone’s still debating EV demand… Meanwhile Tesla is quietly turning the Model Y into a revenue-generating robot. This isn’t a car update. It’s the early innings of autonomy going live. If Phoenix scales… You’re not valuing Tesla as an automaker anymore. @grok

NEWS: Tesla is Robotaxi service testing in Phoenix, Arizona. Model Y with rear camera washers and California manufacturer license plate. Tesla said on its Q4 earnings call that Phoenix was one of the 7 planned metro areas that would see robotaxi coverage in the first half of 2026.

@JoeTegtmeyer You are gonna be busy, Joe!

Well, looks like a massive new construction project on the east side of Giga Texas for the Terafab and this is in addition to another factory for Optimus. A lot of construction ahead!

@TSLAFanMtl x.com/thechiefnerd/s…

Elon thinks humanoid robot production will hit 1-10 billions of units/yr. 💀

@GrantGuyUSA @DillonLoomis Too small

@DillonLoomis We need tesla phone. Easily knock out apple.

Guys. Tesla | xAI | SpaceX Wut. Tesla | xAI | SpaceX Was. Tesla | xAI | SpaceX That. Tesla | xAI | SpaceX It's happening. 🤯 $TSLA 🚀

🥰🇺🇸🚀

@SawyerMerritt @SpaceX Wonder how big the non-mini sat will be haha

Here's roughly how big @SpaceX's mini AI satellites will be. "SpaceX knows how to do heat rejection in space; That's the mini sat since it's 100kW, we expect future sats to go to the megawatt range." - Elon Musk

A Tesla and SpaceX merger feels inevitable at this point.

@SnazzyLabs @tampafin You are the one with the lack of self awareness and perspective on this

@tampafin lol what a dumb message

Everything is built like crap and nothing can be fixed.

Caught up with @karpathy for a new @NoPriorsPod: on the phase shift in engineering, AI psychosis, claws, AutoResearch, the opportunity for a SETI-at-Home like movement in AI, the model landscape, and second order effects 02:55 - What Capability Limits Remain? 06:15 - What Mastery of Coding Agents Looks Like 11:16 - Second Order Effects of Coding Agents 15:51 - Why AutoResearch 22:45 - Relevant Skills in the AI Era 28:25 - Model Speciation 32:30 - Collaboration Surfaces for Humans and AI 37:28 - Analysis of Jobs Market Data 48:25 - Open vs. Closed Source Models 53:51 - Autonomous Robotics and Atoms 1:00:59 - MicroGPT and Agentic Education 1:05:40 - End Thoughts

I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country

@hundsnus @SawyerMerritt @Tesla Yeah, you are spot on there. 100% will not be surprised if they fail Tesla.

@TSLABurg @SawyerMerritt @Tesla "we're the ones who are in charge" pretty much

NEWS: Dutch regulators (RDW), the key authority that would clear the path for Tesla FSD approval across much of Europe, has issued a response to @Tesla’s 𝕏 post today. "We know that Tesla's application has the interest of many people. The RDW gets a lot of (media) questions about this. Given this great interest and the many speculations, we would like to give a short response to Tesla's message and request. Normally, we never make statements about requests from manufacturers because of the market-sensitive information. Assessment process: In the message, Tesla states that they are in the final phase of the assessment process. That's right, Tesla and the RDW are currently going through the final stages of the assessment process. About 18 months ago, the joint intensive testing program began. During the term and in this final phase, the RDW thoroughly looks at the test results and analyzes the data. During this final phase, our inspectors will review all data and test results and, after completion of this process, a decision will be made on the approval of the driver's assistance system FSD Supervised. For the RDW, (traffic) safety is paramount."

@SawyerMerritt @Tesla Typical European waste.

@SawyerMerritt @Tesla So that basically said nothing besides them confirming Tesla's message?

@ICannot_Enough @EliasMartinez AGREED!

@EliasMartinez Very humanlike. On the next clear day with crisp shadows, at the same time of day, film traffic cruising past that spot and count how many human drivers dodge “the thing in the road”.

Fsd 14.2.2.5 swerves for a shadow. I disengaged and reported the issue

@elonmusk any updates on this with 14.3?

@SawyerMerritt Not good enough. They should take the whole video down.

UPDATE: Carwow has changed the title of its video, removing any mention of FSD.

@SawyerMerritt I'm going to Disney World in eight days, so hopefully I can take this for a spin.

NEWS: Tesla is Robotaxi service testing in Orlando, Florida. Multiple new Model Ys with rear camera washers and Texas manufacturer license plates have been spotted at the Tesla Lee Vista Blvd store in Orlando. Only the Model Y Robotaxis in Austin have had rear camera washers. Tesla said on its Q4 earnings call that Orlando was one of the 7 planned metro areas that would see robotaxi coverage in the first half of 2026. Thx for sending me the pics @lucretiupop!

Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun

@elonmusk It really really is awesome.

Try Tesla self-driving! It’s awesome.

Great spending time with the world’s greatest innovators. They are all right here in the United States. America leads in innovation and entrepreneurship always.