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Cyberstock

@TSLApod

All-things Tesla. Seeking Tesla true value with first principles thinking. Independent $TSLA news & analysis. Not investment advice.

Inscrit le Ağustos 2025
210 Abonnements438 Abonnés
Tweet épinglé
Cyberstock
Cyberstock@TSLApod·
Poll for the Tesla community: with 14.2.1 do you consider Full Self-Driving solved?
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Teslaconomics
Teslaconomics@Teslaconomics·
How many Tesla bots are you going to order?
Teslaconomics tweet media
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Alexander Kristensen
If the Cybertruck has steer-by-wire, then why does the steering wheel move while on FSD?
Alexander Kristensen tweet media
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Ming
Ming@tslaming·
🚨 According to a recent SEC filing, Tesla’s security budget for @elonmusk is surging 🔥 The company spent roughly $4.8 million to protect him in 2025, a significant jump from $2.8 million the year before 🔥 That upward trend has carried into the new year, with costs through February hitting $1.3 million—more than double what was spent during that same timeframe last year 🔥 PROTECT ELON AT ALL COST 🔥
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Déborah
Déborah@dvorahfr·
Elon Musk vs. Sam Altman: Trial Today, Sam Altman's lawyers tried to demonstrate that Elon Musk's involvement in the creation and development of OpenAI was minimal. They argued that OpenAI didn't need him, that his financial contribution was insufficient... Elon Musk staked his name and reputation on OpenAI, in addition to his financial investment and the impetus he provided. It takes a colossal amount of dishonesty to deny the significant influence of a man like Elon Musk. and between us, have you ever seen Elon Musk be half-heartedly involved in any of his projects? 😂
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CyrilXBT
CyrilXBT@cyrilXBT·
SAM ALTMAN CALLED OPENAI A "COMPANY" TO ELON MUSK'S FACE IN 2015. Elon stopped him cold. "OpenAI is structured as a 501(c)3 nonprofit." Not a company. A nonprofit. Built specifically so no one would ever profit from it. Sam nodded. Then spent the next 10 years running it. Then converted it into a for-profit company valued at $300 billion. With shareholders. With investors expecting returns. The correction Elon gave him in that interview was not a small vocabulary note. It was the entire point of OpenAI's existence. The nonprofit structure was not a legal technicality. It was the promise. The thing that made it different from every other AI lab racing to make money. Sam knew that in 2015. He was corrected on it by the co-founder in real time. And then he changed the structure anyway. The interview exists. The correction is on tape. The conversion happened. @elonmusk is in court arguing this exact point right now. The evidence is the 2015 interview. Screenshot this. Follow @cyrilXBT for every OpenAI development the mainstream refuses to connect the dots on.
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Cyberstock
Cyberstock@TSLApod·
@niccruzpatane Isn’t the paint inefficient? Couldn’t they achieve the same by using a bigger plastic cover?
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
The Tesla Cybercab uses 21” wheels in the rear and 18” wheels up front. Tire sizes: • 215/60/18 Front • 225/60/21 Rear The interesting part is that Tesla uses an aluminum wheel in the rear and a steel wheel up front. The wheels then get a gold cover which has a rubber lip that extends past the rim, to closer to the edge of the tire. The wheel cover helps give the impression of a bigger wheel, it’s a pretty cool futuristic look.
Nic Cruz Patane tweet media
Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer

I’ve been seeing some people asking about the Cybercab wheels, why they are mismatched and when will we see the real wheels. Well, you are seeing the final wheels and I discussed this with @herbertong 2 months ago after my production line tour. Here is a short clip about that & the link for the full video where we talked about the production line if you would like more info or details. youtu.be/USzVDZdpbQM?si…

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John Ee
John Ee@heyJohnEe·
This is a pretty neat safety feature from BYD ngl. Tesla should adopt this at least in the US if there’s no regulations stopping it
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Cyberstock
Cyberstock@TSLApod·
@LimitingThe Yes but incandescent bulbs were much healthier than led ones, lot of research or blue light and flicker damage. Yellow light it’s much more relaxing
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JoshWest247 ⚡️
JoshWest247 ⚡️@JoshWest247·
Failed Robotaxi ride in 91° heat. I LOVE Tesla @Robotaxi and tonight is date night and I was SO EXCITED to take my Wife on an Unsupervised Robotaxi ride for drinks and dinner in Austin. I hailed the ride after “High Service Demand” cleared after ~15mins of trying. A red Model Y shows up with zero Robotaxi markings on it and a guy driving in the front seat. I was immediately let down but we had already waited so long and we needed to reach out destination so we got in. His hands were on the wheel the whole time and it felt like it was last year when the program was just starting. The Supervisor was nice but the ride went sideways. We tried to go to Zanzibar in Austin but the car drove right by the entrance and took us ~a 1/4 mile way out of the way to a residential apartment building. We asked the supervisor what was going on and he called Support and told us to press the support button. Support came on the line and said there was nothing they could do. We had to walk in the 91° heat. We were dressed in nice clothes and shoes not made for walking. My Wife was NOT impressed. I was embarrassed as I had talked up the service so much. On our walk to our destination, we witnessed a Waymo dropping off a rider in the place that we should have been dropped off. Additionally, when we arrived at our destination, hot and sweaty, we saw that there was plenty of room to drop us off. Very frustrating. The best part is, we paid for this experience.
JoshWest247 ⚡️@JoshWest247

I had the worst Robotaxi ride ever. Video soon.

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Dallas Tesla Club
Dallas Tesla Club@dallasteslaclub·
What city would you like to see robotaxi expand to next?
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Ethan McKanna
Ethan McKanna@ethanmckanna·
@JoshWest247 @robotaxi Heads up unsupervised is still limited to 9am-3pm based on latest @RtaxiTracker data. If you get a ride outside those hours, seems to only be the test vehicles with safety driver. And yeah agree pudo experience is rough
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AJ Investment Research
AJ Investment Research@alojoh·
Tesla FSD fleet penetration (% of Tesla's total global fleet using FSD including both upfront paid + subscription) As of 13.8% March 2026 12.4% December 2025 12.3% September 2025 11.9% June 2025 11.2% March 2025 11.0% December 2024 (note: these numbers can be derived directly from Tesla's disclosure and do not rely on any estimates; margin of error within +/-0.1%pp. Excludes free trials)
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Cyberstock
Cyberstock@TSLApod·
@JOBhakdi Non critical mistakes cannot be a scale blocker. Every day of delay more people die.
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
Elon knows what is happening: FSD is effectively solved. Safety is achieved. From here, it's about fine-tuning and avoiding the annoying non-critica mistakes. This is a lot of tweaking but nothing critical. He doesn't know how scaling will go - no one does - so this is about informed speculation. That's my job, not his. He just relaxes and sees it all unfolding.
dudley 🤖@chewedupdogtoy

@JOBhakdi Do you think Elon was low key sandbagging the rollout speed on the call?

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Cyberstock
Cyberstock@TSLApod·
💔Much division in the Tesla community after the earnings call. Thinking about making some interviews and debates to better understand each side and find common ground. Communication is the most important think. Who do you think I should interview or who should make a debate?
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G Goldstein
G Goldstein@GaryLovesTesla·
@nerdalert I’m not fatigued. I’m patient. And I believe in this company.
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James S
James S@OptimusinSpace·
@nerdalert It’s frustrating but better to be safe than risk getting pulled off the streets. Even though he said it’s mostly navigation and convenience issues
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