221B Baker Street

@Be_likeMango @grok Top: customer Bottom: business owner

Hey @grok help, my friend asked me which method is correct for measuring a branch? 😭

Family member just bought $80k Lexus LS 500 three days ago. He was surprised today to learn the OS/infotainment cannot be updated over the air like @Tesla. We’re still early in this divergence between Tesla > legacy auto.

@SawyerMerritt This is Tesla’s own doing; the pricing and packaging on FSD is horrendous. I expect they don’t want meaningfully more users until solved.

I've been watching some recent 2026 Model Y reviews, and it blows my mind that some of these car reviewers don't even test/talk about FSD in their videos. Like, the car can drive itself pretty much anywhere, and somehow that's not worth mentioning or showing? lol

@DeItaone 1) what

TRUMP SAYS US WILL BE TAKING OVER CUBA "ALMOST IMMEDIATELY"

@Jason Wrong as usual. When demonstrated safer than humans, it should become the default. Your bad takes can’t save Uber.

The roll out of self driving cars needs to be extremely thoughtful, slow and vigilant if we have a toddler struck like in this video from China, the whole industry will be put on ice. (This appears to be very real btw) Go slow, be safe and don’t take any chances. Self driving is well on its way, let’s not f— it up because some stock promoting lunatics are pumping their bags and YouTube videos incessantly to make a few extra shekels Be patient, be safe, stop pumping

@DoctorJack16 What does demand look like?

“High volume line.” $TSLA The dedicated factory next to Giga Nevada is designed for 50,000 trucks per year at full capacity which is expected late to early next year. With pricing $260k (Standard Range) to $290k+ (Long Range), that’s $14 BILLION in annual revenue once fully ramped! Electric Class 8 trucking is about to get real. Game changer incoming!

@thejefflutz Do they have meaningful, demonstrated demand?

Congrats this is a BIG deal! A whole NEW SEGMENT for Tesla! Some said it could never happen! 👀

@adcock_brett The math ain’t mathin’

In the last 120 days, Figure scaled manufacturing 24x - from 1 robot/day to 1 robot/hour We will manufacture 55 humanoid robots this week

@dallasteslaclub Feature, not a bug

I can’t use my phone on FSD for more than 5 seconds without getting beeped at. Not sure how some of you are able to so easily.

@FreightAlley 851k removed of how many total?

Yesterday, I spoke with the CEO of a mega fleet, who said most of his truckload business was doing well, except for one segment: food & beverage. He called the lack of volume from this segment "unusual." I told him we believed GLP-1s were causing a significant slowdown in food and beverage shipments, as we had just completed a market study on GLP-1's impact on freight shipments. Our study, now published in a SONAR Sitrep, available online, estimates that 851k truckloads have been removed from the market due to GLP-1s, and this number could ramp to 1.95m by 2030. Not only are Americans getting skinnier. Their truckloads are as well.

@yabbanx 🤝solving a problem that doesn't exist.

Bro the game is over for Western car manufacturers. 🔥

@SharpFootball A stiff breeze

who is stopping this passing attack? QB Shedeur Sanders QB Deshaun Watson WR Jerry Jeudy WR KC Concepcion WR Denzel Boston WR Cedric Tillman TE Harold Fannin Jr.

@boardyai claude --dangerously-skip-permissions

prove you're a vibe coder

@danprimack China.

From a strategic standpoint, what’s the argument for not just merging Tesla and spacex now and getting it over with?

@thejefflutz @hamids Backlog of what? Every car is available immediately.

@hamids You missed the part about having the highest order backlog in company history exiting a quarter…

Oh man. I just listened to the $TSLA call and it's very cringe-worthy. Tesla was up ~4% on what seemed like a beat before the call and after the call, the stock ended down. Tomorrow might be even worse as people start to digest all the info. Energy business, which was supposed to be growing rapidly and make up for the car-business shortfall, is down y-o-y. The Fremont factory conversion getting ready for Optimus, appears to be behind schedule based on Elon's comments. They set expectations that CapEx growth is going to be massive going forward as Tesla continues to invest in AI and factories. Slow Robotaxi rollout was initially blamed on regulators, then later Elon gave lots of examples of edge cases that he thought were so funny, but the issues need to be resolved before rollout. This is something that many people have been saying for a long time. Being "scared of crossing railroad tracks" is no joke! Then the whole HW3 fiasco...Finally another admission that HW3 will never achieve FSD. So many people paid between $6K - $15K for HW3. The lawsuits around this are not going to be good. Then there's the recurring New Roadster demo, which is perpetually a month away and always continues to be a month away! 🤣 With a PE of 214, you can't even say "but look at the future" because the forward PE is expected to be even worse at 248! Ouch. As someone who held $TSLA stock for ~9 years (2015 to 2024), I can't help wonder what people see in it today?

@barstoolsports @stoolpresidente @barstoolspringb Pres, can we find the sunscreen?

Tea by the Sea - Barstool Spring Break Edition @stoolpresidente @barstoolspringb

@bcherny @ReadySetBrian Did you squeeze customers by putting what was standard effort on 4.6 into high effort on 4.7 to drive more revenue??

@ReadySetBrian Hmm are you seeing this with Opus 4.7 on xhigh effort and the latest version of Claude Code?

Canceled Claude max today, @bcherny whatever happened in the last 1-2 months is a significant regression. The model feels like someone from OpenAI started working on trust and safety there. Opus thinking is significantly worse. Every statement is “here’s where I’d push back on that” and then proceeds to rattle off the most inane list of confused counter arguments. It was perfect 3-4 months ago!!!

@KobeissiLetter Importantly, the buyer number is not 0; the y-axis starts at 1.3 million.

The housing market is running out of buyers: There were an estimated 46.3% more home sellers than buyers in February 2026, the biggest difference since Redfin data began in 2013. This gap has widened sharply from 29.8% a year ago, marking the strongest market for buyers in over a decade. By comparison, there were a record 36.0% more buyers than sellers in November 2022. This comes as the number of active homebuyers fell -2.4% MoM, to ~1.36 million, the lowest since at least 2013. At the same time, the number of sellers declined -0.4% MoM to ~1.99 million, posting a smaller decrease than homebuyers. Further home price cuts are likely coming.

Hear me out. @Tesla has unused capacity for MY & M3. They should make a hard push into the airport rental car market at cost, undercut all carriers, and include FSD in the rental cost. That's 10's of millions of demos each year, to get this same 'aha' moment, at ~breakeven. @elonmusk

BMW X5 owner says he's selling his car to buy a 2026 @Tesla Model Y after driving an EV and FSD for the first time: "Couple of months ago my friend got a Tesla Model Y 2026 and recently went overseas for 3 weeks, so he let me use it. I had never driven an electric car before and always thought about range anxiety. But man, this was an eye opening experience. After about a week, I stopped worrying about range completely. I’d just come home, plug it in, and every morning it was fully charged. After driving with FSD and one pedal driving, I can’t go back to my car anymore. My friend came back from his trip and took the car last Friday, and now I can’t stand driving my gas car. Everything feels obsolete and stupid, like I’m driving a 30 year old car with no tech. I actually get mad at it now, and it’s only been 3 days. I’ve never felt like this about my car before. After 3 weeks, I went from “I love my car” to “this is old shit.” Looks like I can’t tolerate any other cars anymore. I’m going to sell my X5 and get a Black Model Y Long Range."

@TSLAFanMtl Fits the slowly than all at once model.

Big milestone as these are the first cities with unsupervised FSD outside of Austin. Kind of surprising to see lateral expansion (new cities) before the robotaxi business increases in depth in the one city it is currently operating in (more robotaxis, bigger geofence). But it makes sense bc this way Tesla can keep total number of cars on the road low, while continuing to improve the software while simultaneously expanding into new markets.