Al⌚️🦾🏍️

What 190k miles of the original brake pads looks like on a 2017 Tesla. Thanks @UPTeslaFremont Gonna get some great service!

@moregainzs @aakashgupta If it talks like a shill, pumps like a shill…

@Timecop1982 @aakashgupta It takes one to know one 🫠

Rivian lost $13.8 billion in three years. Today they announced a robotaxi. The partner rotation is the business model at this point. Amazon: $1.3B equity plus 100K van order. VW: $5.8B joint venture. US DOE: $6.6B loan. Uber: $1.25B robotaxi deal. Every 12 to 18 months, a new institution writes a check large enough to fund the next chapter. The $1.25B headline is misleading. Uber commits $300 million now. The remaining $950 million is gated behind “autonomous milestones” by unspecified dates through 2031. That’s not a conviction bet on Rivian’s autonomy. That’s a call option priced at $300 million with five years of expiry. Look at Uber’s last 18 months. Waymo rides on the platform. Zoox in Las Vegas this year, LA in 2027. 20,000 Lucid vehicles with Nuro’s autonomy stack. Now Rivian. Every autonomy architecture covered. Camera-only, lidar-first, purpose-built pods, OEM conversions. Uber is building a portfolio of bets so that they win regardless of which stack reaches scale first. Rivian thinks they signed a partnership. Uber signed a hedge. The R2 that this entire deal depends on launches this spring at $57,990. The $45,000 version? Late 2027. The version with lidar and the Gen 3 chip that actually enables robotaxi-grade perception? Late 2026 at the earliest. The robotaxi fleet in San Francisco and Miami? 2028. The Georgia factory for scale production? Still under construction. Waymo is running fully driverless rides across San Francisco, Phoenix, and LA right now. No milestones to hit. No factory to build. No vehicle to finish designing. Rivian needs the product, the factory, the software, and the autonomous driving system to all work simultaneously three years from now. Uber’s smartest move in the last decade was selling its own self-driving unit for a $4 billion loss. Its second smartest is buying call options on everyone else’s.

@moregainzs @aakashgupta You sir are a grand master idiot

@aakashgupta And Tesla is a $1 trillion dollar company with no moat anymore and decreasing revenue.

@MarcoRPi1 @DBurkland Really? Didn’t even realize you didn’t have one yet

As of today, I am officially part of the Tesla family!!

Gentle reminder that we’re only 3 years away from this timeline.

@NitherDither @Metaplanet I’m so glad I sold and got out from under this mess.

.@Metaplanet announced that they will be raising an impressive ~$765M through a combination of shares, MSWs and regular warrants. This will add ~10K #Bitcoin to their current stash of ~35K. Also impressive. Unfortunately, it's not so great for current shareholders. These transactions will likely depress share price in the medium term, keeping it glued to mNav of 1, if not dipping lower. It makes sense to me to sell now, and buy back once all this issuance is behind us. Here are my reasons: 1⃣ The dilution is a significant ~27%. 9.40% from the new shares, and 9.40% from the warrants, and 8.57% from the MSWs. A total of 314,736,000 shares on top of the existing 1,166,803,340. [1, 2] 2⃣ Traders and shorts will front run this dilution. This will likely cause price to drop even before the shares and warrants are issued on Apr 1. (Great choice of date, btw.) 3⃣ EVO Fund has no chill. A mNav floor of 1.01 simply means they will sell as soon as mNav is over that threshold. With mNav pretty much there already, it will take a while for them to go through their 1M units equivalent to 100M shares. 4⃣ The MSW exercise price floor is 187 yen. That's ~50% lower from here. $3350 has never failed to hit these MSW floors yet. 5⃣ When the fixed-strike warrants are exercised, they will very likely not be accretive, as price would have to be higher than 410 yen at that time, reflecting the Nav of the underlying Bitcoin. 6⃣ Acquiring BTC near an mNav of 1 does shareholders no good. As far as bitcoin-per-share is concerned, it's like the purchases never happened. Recall how we already did this with the international offering last year - yield was a minimal 3% even though a +56% increase in its BTC holdings, as deal terms increase shares outstanding by 51%. [3] I can see similar paltry returns from these transactions. And on a somewhat petty note.. it does annoy me that the same participants who contributed to price tanking during the IO through delta hedging are now getting another sweetheart deal of buying 2-year 410 yen LEAPs (soft callable after 1 year if shares trade at a 40%+ premium) for 4.10 yen only! I understand they are underwater, but so are shareholders. In fact, more so. Any shareholder would likely "bite the arm off" if they were offered a similar deal. The long and short of it is this: 🔴 It looks like price will remain glued to an mNav of 1 for the foreseeable future. 🔴 As long as that is the case, Metaplanet is not providing leveraged exposure to BTC. 🔴 If it is not providing leveraged exposure, there isn't much point in holding it until it does so again. Who knows, maybe we get our deal at a < 187 yen price point too. For reference, closing price on Mar 16, 2026: • $3350: ¥391 • $MTPLF: $2.39 • $MPJPY: $2.34 [1] contents.xj-storage.jp/xcontents/3350… [2] contents.xj-storage.jp/xcontents/3350… [3] x.com/NitherDither/s…

@SawyerMerritt Well I guess that’s the end of this book 📕

NEWS: Honda is reportedly cancelling the Prologue EV in the US at the end of this year, just two years after it was introduced. This means that starting in January 2027, Honda will no longer have any new EVs for sale in its lineup in America. Through Jan-Feb 2026, Honda has sold just 1,731 Prologues, down 75% from the same period last year. Prologue pricing & EPA range: • EX: $47,400, 308 miles • EX AWD: $50,400, 294 miles • Touring: $51,700, 308 miles • Touring AWD: $55,155, 294 miles • Elite: $58,355, 283 miles Last week, Honda announced it expects to report its first annual loss in nearly 70 years as a public company in the fiscal year ending March 2026, after recording a $15.7 billion write-down tied to its EV business. Honda said: “The situation changed far more rapidly than we expected. The suspension of EV subsidies in North America undercut growth, and competition in China meant we couldn’t provide attractive models or maintain our competitive edge.”

@Kristennetten I eat Greek yogurt daily

Eat yogurt to avoid endocrine disrupting phthalates.

@MV33Racing @grok can you convert this race schedule for 3/21/2026 to PST for me?

If you want to see real racing, next weekend Max Verstappen will be driving his GT3 car at the Nürburgring Nordschleife for NLS2. This race is also part of his preparation for the 24 Hours of Nürburgring (14-17 May) 📅 Schedule - 21 March: 8:30 - 10:00 am → Qualifying 10:20 - 11:00 am → Pit Walk 11:10 - 11:30 am → Grid Walk 11:00 - 11:40 am → Starting Lineup 12:00 - 16:00 pm → Race (4 hours) 📺 Where to watch: links in the comments👇

@FthePump1 @Tesla @TeslaClubSoCal @SoCalEVs Lots of haters

So the media likes to tell you the Tesla Diner is vacant and no one goes there anymore. Here is some random Saturday at 3pm…

@TheSFNiners @TomPelissero @grok amongst active nfl punters where does this punter rank as of the 2025 season?

The #49ers have signed P Corliss Waitman, per @TomPelissero

@SoveyX @vileTexan Why are you that short?

@vileTexan Who’s your favorite Asian female 5 foot two and under on this platform?

@tsargent_ @wholemars Congratulations

NEW WHIP!!! Woke up and purchased my dream car for my birthday!! 💰 shoutout to God man!!!!

@alexmd2 @Tryangle @Rivian “Some form”

@Tryangle @Rivian Its a great car based on the early reviews and specs. They will have some form of FSD as well - all cars will.

The @Rivian R2 is going to be a seller. The average consumer knows nothing of autonomy, and aside from that it’s an amazing package. It will be 2-3 years of hopefully very satisfied ownership before they realize they bought a DVD player after content went digital

@BigImpactHumans @aelluswamy Everytime I think about Microsoft; I can’t help but laugh now 😝

Way to go, @aelluswamy ! Great things are happening at xAI/Macrohard!

@OurSf49ers @_RyanFowler_ 👀 @DamonBruce

The #49ers will host Indiana WR Omar Cooper Jr for a 30 visit, per @_RyanFowler_

@dezmondOliver The real iron dome

Don’t worry California, I got us protected

@BigImpactHumans A turd 💩 not a man

It’s such a gift that Teslas have cameras and that I’m able to share this with you all. This sorry excuse for a man gave us the middle finger just for driving by in a Cybertruck. Poor thing is so triggered. 😂

@BigImpactHumans Age is just a number at some point

Question for men: Could you date/be with a woman that’s 10+ years older than you?

@SawyerMerritt There’s no company uber wouldn’t sign a deal With now

NEWS: Uber has signed a ‌multi-year partnership to deploy Zoox's purpose-built robotaxis to its platform. "Starting this summer in Las Vegas and next year in Los Angeles, Uber riders can get matched with a Zoox robotaxi."

@AdamSchefter @RSherman_25 How does this make us faster or younger

ESPN sources: former Buccaneers six-time Pro-Bowl WR Mike Evans is expected to sign a three-year deal with the San Francisco 49ers.