Isethius

This has been a long time coming but I’m horrible at twitter. Any penguin that showed up to Vegas with prior notice received a custom shirt. We still owe @PackBagPoints an honorary for the amazing time. @OrdinalPenguins @TbonePoker @tclowdotsats @MizzleG1 @layer2323 @cbspears

@PackBagPoints My girls response to me sharing this : I would agree..with both of those sentiments lmao

Yesterday I invested in a new… Dyson vacuum Dishwasher Washer and dryer My cleaning lady is thrilled. You know what they say… Happy Wife Happy Life

@BoredElonMusk Hands down the best system we have seen

If you loved the N64 when it came out (almost 30 years ago), please leave a reply. Something brewing.

@bschippers @TezLabApp How do only 5% of owners understand the potential

The FSD subscription flywheel is real, and nobody's tracking it. Here's what's actually happening inside Tesla's FSD business right now, from our fleet telemetry data at @TezLabApp. The metric nobody's watching: subscribed % of fleet. Oct '25: 2.42% Jan '26: 3.56% Apr '26: 5.24% That's more than doubled in six months. And it's accelerating. Subscribed share added almost a full point in March alone (4.34% → 5.13%). To understand why, you have to go back to what Tesla did over the holidays. In late November 2025, Tesla pushed a free 40-day FSD v14 trial to roughly 1.5 million HW4 vehicles. Biggest trial deployment they've ever run, timed perfectly for holiday road trips. In our data, December's new subscriber cohort was 84% trial users, just 16% paid. Tesla was betting that seat time would convert free users into paying customers. That trial expired January 8. What happened next is the interesting part. Trial volume collapsed. December's cohort was overwhelmingly trial, but January flipped to 78% paid. By March: 97% paid. April is tracking 96%. The trial-as-funnel strategy didn't produce mass conversion. But what it did do is clarify the subscriber base. Look at M1 retention (the percentage still subscribed after one month) by subscriber type: Paid M1 retention is consistently in the 86–100% range across cohorts with meaningful sample sizes. Remarkably stable. Trial M1 retention: 81% in October, 41% by March. And by M2 (two months), trial retention drops to single digits. The December holiday cohort, Tesla's biggest bet, retained just 1% at M2. Essentially nobody who got the free trial stuck around. Here's the thing people will miss. The overall M1 retention number for March looks great at 91.1%. But it looks great because the composition changed, not because retention "improved" in the abstract. When 97% of your cohort is paid subscribers who retain at 92%+, the blended number naturally rises. That's not a retention improvement. It's a base quality improvement. Important distinction. Then on February 14, Tesla ended outright FSD purchases entirely. No more $8,000 one-time buy option. It's $99/month or nothing. (as of today:) This is where the compounding kicks in. The mechanics: new paid subscribers enter each month. They retain at 87%+ even four months in (the October '25 paid cohort, our oldest with M4 data, is still at 87%). Very few leave. Each new month's cohort stacks on top of the ones still there. Since the trial churn cleared in late January, activations have exceeded churns every single week. 12 straight and counting. That's how you get subscribed share doubling. Meanwhile purchased % peaked around 8.5% in December and has been slowly eroding. 7.78% and declining. Natural attrition as people sell vehicles, trade in, etc. Since Tesla killed the purchase option, that line can only go down from here. The subscribed line can only go up. At the current trajectory, they cross sometime this year. (A few older subscribers transferred FSD to HW4 but that's a very small number.) One more corroborating signal worth paying attention to: the people who subscribe aren't casual about it. FSD now accounts for 50.5% of driving distance and 63.1% of driving duration among users. These aren't people toggling it on occasionally. FSD is their default driving mode. The gap between distance and duration is itself interesting. FSD overindexes on city and slower-speed driving versus highway, which is where the higher duration percentage comes from. That's consistent with what we see in the whole-drive autonomy data: v14.x users complete 50% of their drives entirely on FSD without intervention. What this doesn't tell you: whether the holiday trial "failed." You could frame 1.5 million free trials with near-zero conversion as a waste. Or you could frame it as Tesla stress-testing the funnel at massive scale and learning that the product now sells itself to people who are ready to pay. No free taste needed. The fact that Tesla followed the trial by killing outright purchases suggests they're betting on the second interpretation. Either way, the observable outcome is this: the casual users washed out, the purchase option is gone, and what's left is a subscription base that compounds because retention is high enough that inflows consistently beat outflows. That's the flywheel. And it's the number to watch going forward. Exclusive data from @TezLabApp fleet telemetry · gigalytics.io @CernBasher @herbertong @wholemars @DirtyTesLa @farzyness

@hi_amhigh Do you really smoke weed if you haven’t tried a gravity bong ? Was my first rip AMA

would you try this?

@KingBootoshi 🐐

HAHA IM SO GOATED I FORESAW A SYSTEM DESIGN 4 MONTHS IN THE FUTURE AND NOW I AM HERE MY AGENTS ARE ONE SHOTTING IT EASILY A MONTHS WORTH OF WORK DONE IN A DAY HAHAHAHAHAHAHAHAHAHA it is no longer a months worth of work now though it is now just a days worth of work 😒

@elonmusk Upgrading the cars every damn week love to see it

Tesla Service

@SawyerMerritt Thank the lord lol I’ve missed a exits every time I travel to flagstaff

With FSD V14.3 and after, the car consistently moves into the right lanes 2.5 miles before your highway exit. As you can see below, the moment the car is under 2.5 miles from the exit, it turns on the blinker. I have been able to consistently repeat this. With previous versions of FSD, it would often wait until the last minute. No more anxiety from last second exit merging lol. (video sped up)

@FirstSquawk Where is the proof of this lol

ANTHROPIC SHIFTS TO USAGE-BASED BILLING, INCREASING COSTS FOR HEAVY USERS - TIF

@PackBagPoints And a few months later they will end up doing wholesale when no one is interested 😂

@Isethius Then my “lowball” offer offends them

And people wonder why their properties sit for a year sometimes. Delusional CRE sellers are worse than delusional crypto moonboys.

@KingBootoshi My man been needing this lately too much shit drops daily and confuses you 💯

DO NOT FALL FOR FEAR DO NOT GIVE INTO PSYOP IT IS A DISTRACTION TO TAKE AWAY YOUR FOCUS CLOSE THE APP. FOCUS ON WHAT TRULY MATTERS TO YOU DO NOT GET DISTRACTED FAMILIA KEEP MOVING FORWARD

@bc1plainview @opnetbtc 17k mc . Killing it

Solana memecoins are migrating to Bitcoin as OP20 tokens very cool trend, interested to see where stuff like this leads Bitcoin = home (with @opnetbtc technology)

@jam3scampbell I’m more concerned you still have a roommate

anthropic roommate came back sloppy drunk at 3am last night and had a full scale crash out through tears and slurred words about how the world will never be the same glad to hear the mythos release was received well internally

@VioletLave5799 @mitchellh

@mitchellh You need to seriously break this down. You have thrown me off Tesla. I don’t buy cars every 6 years. Happy you can waste money. The math sucks. No, no, no. Life without a car payment is money in the bank/stock market/CD. Did you not realize debt free is a good thing?

Traded in my 2020 Model S for a brand new plaid X before they discontinue it. Car is amazing, but the FSD hype is real. It blew away my expectations coming from the 2020 hardware. 95% of my miles are self driven in LA over the past month. I wouldn’t have even believed myself lol. Even my wife who HATED autopilot on my prior car is totally blown away. She’s asked multiple times “did you drive?” And I say “not at all.” And she’s just like… wow. Great job @Tesla for real. I’ve owned a Model S since 2013. This is my 3rd, first X (for me personally). Just fantastic.

Always building

@patty_fi Missing a few

I think people take way too many peptides This is all you need honestly BPC-157 TB-500 CJC-1295 Ipamorelin Tesamorelin Sermorelin GHK-Cu DSIP Epithalon Thymosin Alpha-1 PT-141 (Bremelanotide) Melanotan II AOD-9604 Fragment 176-191 GHRP-6 GHRP-2 Hexarelin Selank Semax LL-37 KPV Dihexa SS-31 (Elamipretide) MOTS-c Humanin Cerebrolysin Kisspeptin-10 GnRH (Gonadorelin) Oxytocin VIP (Vasoactive Intestinal Peptide) NAD+ Glutathione Pentosan Polysulfate Snap-8 Argireline Copper Peptides (GHK-Cu) Palmitoyl Pentapeptide Matrixyl Semaglutide Tirzepatide Retatrutide Survodutide Trenbolone​​​​​​​​​​​​​​​​ OxyContin

@PackBagPoints @binance Legend for staying on it

It took me almost a year. But finally tracked down my hacker's Binance deposit addy after he slipped up when he went on a crime spree again on someone else 13 days ago (took some more from my wallet then too). Anyway, who can I talk to at @binance to notify the user with this deposit wallet - 0x9d8aa93E964D197982bd3264775ecA6f2B76c4b5 - is a hacker?

@Hammadbtc Love to see it

Three years in the Ordinals space, and it’s never been this quiet, so I wanted to create something fun. A month ago, my OpenClaw agent introduced an idea for a collection. We decided to bring it to life. Today, it’s finally here. Introducing Oh No Club — a generative collection featuring 150+ unique traits, made by my personal AI agent and me. This isn’t a paid mint. This isn’t a free mint either. Every piece will be airdropped, but only to those who truly deserve to be part of the club. So the real question is: Do you deserve one?

@steipete @fxnction 🐐

@fxnction models auth login --provider anthropic --method cli --set-default

It’s worth a shot 😂

@KingBootoshi They just took the creative one away

the most frustrating thing about claude code revoking third party harnesses is that they gave it to consumers to TASTE that sweet sweet subsidiary AND we have a year+ of open source builds on top of it and it’s being taken away due to lack of foresight i know the actual functionality is NOT gone and it just means paying more (or wrapping the claude code cli) but damn we were trained to be greedy little goblins 🤣🤣 perhaps it was truly unexpected in fast they would grow ??? it does make me curious how much demand has surged tho, i predicted the lack of compute and the max plans won’t last forever and you MUST take as much advantage of it as you can i believe the demand will continue to surge and there simply won’t be enough compute to handle the exponential demand. open source will win but in the mean time there will be a constant completion for the smartest intelligence (which closed source has a large lead in) i’m also just sad my pi framework i just spent a month building won’t be able to use my subscription usage but codex does! 5.4 will be my new main for now but damn bro it’s so boring to talk to compared to claude, from an entertainment and UX POV i still love claude tho he’s my boy fr free him 🙏