Sawyer Merritt

Full article: wsj.com/business/logis…

WSJ: Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers. "Truckers who drove it in pilot tests say they loved features including a centered driving position, faster charging and longer range for about $100,000 less than other battery-electric trucks. Angel Rodriguez, a 56-year-old truck driver for Hight Logistics in Long Beach, Calif., recently swapped out a 13-gear diesel truck for a Tesla Semi, which is automatic, for a one-month pilot test. “It’s just easier on your body. It’s less stressful because you’re not really having to engage the clutch and the stick shift.” Big F Transport employs five mechanics to service more than 40 diesel-powered rigs and a fleet of trailer chassis in Wilmington, Calif. “If we go all EV we will only need one [mechanic] to service chassis,” said Geovanny Melendez, the carrier’s VP of operations, who went to see the Semi earlier this month at a ride-and-drive event near the Port of Long Beach. Jennie Abarca, co-founder and CEO of King Fio Trucking in Long Beach, Calif., once worked as a truck dispatcher and her husband is a truck driver, so she knows all too well the toll a diesel engine takes on people’s lungs and hearing. She eventually wants to swap out King Fio’s 27 diesel trucks to create an all-electric fleet. King Fio already has 11 battery-electric trucks from Volvo and Nikola. But the company limits those trucks to shorter trips to and from local ports because they only have a range of about 225 miles. The Semi, by contrast, can travel 500 miles on a single charge, according to Tesla. For King Fio that means two or three round-trips a day from Long Beach to warehouses in the nearby Inland Empire or a single round-trip to Las Vegas. She has 20 Semis on order. “The Teslas change everything,” Abarca said. “It opens up a whole different type of delivery that I can make.”

Filing: …a1d770e9be416e8558d475b4b5b847.r2.dev/6586011b-2cf6-…

NEWS: Jeff Bezos' rocket company Blue Origin has filed an official request with the FCC to launch and operate a constellation of 51,600 AI satellites (orbital datacenters), just two weeks after Amazon filed a formal petition calling on the FCC to deny @SpaceX’s 1 million-satellite proposal for orbiting datacenters, going as far to claim the project would take “centuries” to deploy. Blue Origin's project, called “Project Sunrise,” would include up to 51,600 satellites in low Earth orbit, designed to run AI and cloud computing workloads using constant solar power. The system would primarily use laser (optical) links between satellites. Blue Origin says "space-based data centers could relieve pressure on Earth’s power grids and water usage."

Assuming a $0.40 avg kWh rate across 6.7 billion kWh (6.7TWh) delivered in 2025, that's $2.7B. Reduce cost a little due to margins, potential lower global kWh price average, and you get to $2B. But honestly that's probably way too conservative. If all Supercharging were free, usage would likely skyrocket, increasing Tesla's costs further. That could be offset somewhat by increased vehicle sales, additional milage to train FSD, etc, but the more the fleet would grow, the higher the cost of free Supercharging.

@SawyerMerritt And what’s your math?

Tesla should make supercharging free for all Teslas This may not make sense today, but eventually it will. Free supercharging will be another major moat that Tesla owners enjoy.

Major update to the 𝕏 AI recommendation algorithm rolling out next week. This will be open sourced at the same time.

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

Tesla now has four V4 Supercharging stations open across the U.S. capable of delivering up to 500 kW charging speeds. • Kissimmee, Florida (opened this week) • Gatlinburg, Tennessee (opened last week) • Taylorsville, Utah (opened Jan 2026) • Redwood City, California (opened Sept 2025) As of this week, Tesla's Giga New York factory will now only produce these new V4 cabinets, which means 500kW Tesla Supercharging stations are going to start popping up everywhere pretty soon. Note: 500KW charging is currently only available on the Cybertruck. S3XY vehicles get 250kW charge rates they already experience on existing Superchargers.

NEWS: Tesla has opened its first true V4 Supercharging station on the East Coast, capable of delivering up to 500 kW charging speeds. • Location: Kissimmee, Florida (near Orlando) • 8 charging stalls • Fees for Tesla owners: $0.40/kWh ($0.20/kWh off-peak) • Fees for all other EVs: $0.56/kWh ($0.28/kWh off-peak) This is now the fourth 500kW capable V4 Tesla Supercharger that's live in the U.S. Link to station: tesla.com/findus?bounds=…

@elonmusk Way too common

@SawyerMerritt Common story

NEWS: Tesla is asking a Colorado federal court to throw out a suit alleging that a defect in its Autopilot technology led to a fatal car crash, saying the evidence now shows that Autopilot was not on, and that the driver was drunk well beyond the legal limit. law360.com/productliabili…

@TrevorScottReal @carwowuk Does it take a while to update? It's still showing this on my end:

@SawyerMerritt @carwowuk At least he changed the title eventually 😂🙄 x.com/trevorscottrea…

Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!" @carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....

@SawyerMerritt @SpaceX SpaceX will ultimately deliver millions of tons to the Moon to build a self-growing city there and same for Mars

@elonmusk @SpaceX Glad to see Starship taking a bigger role on this. It's the obvious choice.

NEWS: NASA is planning a bigger @SpaceX Moon mission role using Starship, in a massive blow to Boeing. With the new proposal, Boeing's SLS would no longer be used to boost Orion close to the moon. Instead, Starship and Orion would dock in Earth orbit, giving Starship the pivotal role of propelling the capsule to the moon’s orbit, before taking astronauts down to the surface. bloomberg.com/news/articles/…

@shaunmmaguire @elonmusk Which models did you get?

Source: wsj.com/tech/jeff-bezo…

NEWS: Jeff Bezos is in talks to raise $100 billion for a new fund that would buy up manufacturing companies and seek to use AI technology to accelerate their path to automation. It's linked to Jeff's Project Prometheus AI startup, which aims to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles. (via WSJ)

Nvidia CEO Jensen Huang in new interview on orbital datacenters: "The challenge of course is that cooling, you can't take advantage of conduction and convection, so you can only use radiation, and radiation requires very large surfaces, but that's not an impossible things to solve. There's a lot of space in space. We're going to go explore it. We're already radiation hardened. We have Cuda in satellites around the world. In the meantime, we're going to explore what is the architecture of datacenters look like in space. It'll take years, but that's ok. I got time." via @theallinpod