Alan O'Regan

This is a false dichotomy. It is not BEE or Apartheid. Both have been massively damaging to RSA. Equal opportunity (not equal outcomes like BEE biases for) is hard to achieve, but it is impossible while the kleptocrats steal the resources and mismanage the infrastructure, all while pandering to teachers (for votes) so that RSA education is bottom of the world class. RSA has the most expensive worst education in the world. And the real treason is that that suits the ANC. For a case study in warped BEE outcomes look no further than Starlink. In one affordable move, the ANC could have accessed infrastructure they cannot mismanage that brings improved information access (& education) and jobs to rural areas - but stopped it just so a few cadres could eat? Actually, that’s more real treason right there. We could go on - the ANC cosying up to Iran’s wallet has come at the cost of AGOA (10s of thousands of jobs lost) and lost AIDS funding (lives lost) - effectively the country takes the hits while the ANC party gets funding. How is that not treason? RSA badly needs a reset, and part of that reset needs to be the scrapping of all race-based laws, including BEE and the transition to a small, capable merit-based government that avoids debt, grows the economy and ensures education is the best for everyone.

@Kekius_Sage Oh that’s just great. As if we didn’t have enough problems, now we find our universe has leaks.

Physicist Michio Kaku suggests dark matter isn’t matter at all. It is gravity leaking from a parallel dimension.

@MarioNawfal This blatant content stealing / rebranding is unacceptable. Blocked.

@JessePeltan Sigh.

"can I copy your homework?" "yeah just change it up a bit so it doesn't look obvious you copied" "ok"

@JessePeltan They are no longer teaching. You suggest the only logical course of action.

Close the schools.

Let’s face it, it is a long list. But chief amongst them has to be the failure of education, and the result that the undereducated electorate has continued to vote for the same corrupt party (while protesting them at the same time) until recently. Probably second is the political encouragement of a victim / take mentality, killing agency and allowing people to believe livelihoods are handed to you - not built painstakingly over decades. We need very much smaller, capable and accountable governments but without accountability, nothing will get fixed. Voters need to bring it to the ballot box.

@margieMYDNA @garthserg Did you leave out the core reasons - racist job quotas and unworkable labour regulations, extortionate taxes, the destruction of property rights and failed law enforcement deliberately?

SA media: “Why is unemployment so bad?” 🤔 Also SA: State Capture Eskom looting PPE corruption Collapsing municipalities Broken rail and ports Cadre deployment Tender fraud You cannot loot a country for 30 years and still expect jobs, growth and investment.

@JoeTegtmeyer "Crash Texting". I thought they were going to eliminate that. 🤣

Cybercab action at Giga Texas today with over 40 in the outbound lot, many at Crash Texting (likely disposing of older engineering versions no longer needed) and Cybercab production body parts stands on the N end of the main factory.

@wholemars @bradsferguson . . . and ignoring the fact that in this compute constrained market SpaceX is offering runway to a customer desperately in need of it - a customer who may have significantly more demand . . . for orbital compute. Anthropic will not forget this.

Tesla just more than doubled their available training compute with Cortex 2. I don’t think it would be appropriate for Tesla to pay SpaceX to rent training compute. xAI is now using Colossus 2 which has newer chips. When you’ve got extra compute you’re not using, you rent it out to make money. Anyone mad about this is just looking for something to be mad about.

What is best for “the mission”… 1️⃣ Tesla rent xAI’s Colossus 1 compute to accelerate training for v15 FSD, or 2️⃣ “Misanthropic” rent all of Colossus 1 compute. Elon allowed the latter. So is it true Tesla was unable to effectively use Colossus 1…

@RoryDuncan1966 Sterkte.

Our homestead is under water.

Long term $TSLA hodler here. You may find the market has also not recognized the SpaceX direct-to-cell opportunity. DTC may roll out quicker and likely higher margin. Elon renting Colossus 1 to Anthropic is signal that SpaceX will be a clear player in compute. Don’t bet against Elon, but don’t bank timelines. My sense: Starlink & Starthink are comparable to Robotaxi and Optimus (risk adjusted). All enormous and risky opportunities. Whatever makes Elon’s life easier to make these happen is fine with me.

Too many people advocating for SpaceX/Tesla merger on the premise of “DOUBLE the awesome!” from combining two “cool companies” What’s lost is that Robotaxi is about to massively multiply the value of Tesla’s core business in short order. Would you want to sell that in exchange for SpaceX shares? Because that’s what TSLA shareholders would be doing by merging when we’re on the 1 yard line THANK YOU for speaking out, Bradford.

@RyanCoetzee @CilliersB It’s a complete mystery.

How, I wonder, did the ANC end up running Joburg?

Waiting makes no sense. SpaceX has rightly run up on Starlink rollout over the last 5 years, while Tesla has been almost ‘flat’ 🤣😢, but I would argue that comparing SpaceX’s growth prospects across direct-to-cell and the mid-term space data centers, is a reasonable risk adjusted comparison to Tesla’s Robotaxi and Optimus. Elon renting critically constrained compute to Anthropic right now is pure signal, making a serious player a grateful customer, and SpaceX is going to be a provider of (space based) compute in a way the world has never seen, and that is definitely not priced in for SpaceX yet. And that kind of implies (somewhat validly but amazingly) that X and xAI on the one hand, and Semi, Tesla Energy etc on the other are rounding errors in this transaction. So, if you want to delay the merger, you are betting the market ‘gets’ Robotaxi before it ‘gets’ direct-to-cell, and that Optimus progresses faster than orbital data centers. We may never bet against Elon, but no-one would bank the timelines. All of these opportunities are massive and risky. If Elon wants to manage them in one entity, and if in his view that makes it even a little easier to achieve, I will vote for it. Whenever.

Tesla shareholders funded the robotaxi vision through the hard part. The missed timelines, ridicule, drawdowns, and the “FSD is impossible” years. So if Tesla ever gets folded into SpaceX, the question isn’t “would that be cool?” It’s: who gets paid for the robotaxi value? Bradford breaks it down here.👇

@Cuisin07 @Glinner @LozzaFox Confident unconscious incompetence, defined. Sigh.

@Glinner @LozzaFox God, as fucking usual, vastly more confident than competent. He just wouldn’t listen at all and kept trying to cut across/soundbyte over any actual explanations.

What happens when a vibes economist meets the real thing.

@ovaroy91 @CernBasher @pbeisel Not really. At scale, the earth will be toast, a real amount of global warming causing environmental disaster. Batteries make more sense to smooth solar generation.

@CernBasher @pbeisel The mirrors in space that reflect sunlight down to solar farms at night is a game changer. Suddenly all solar farms produce 30% more electricity for very little cost.

SpaceX Musk compensation incentive goal: 100 TW "operates data centers in space that provide at least 100 terawatts of compute capacity." Remember the famous Terafab chart showing 1 TW labeled "Expected compute demand from Tesla + SpaceX"? The Musk milestone is 100 TW. Have they gone insane? Actually no. We could hit 100 TW of demand in less than 10 years. Today global AI data center power capacity is about 30 GW. Let's check this against growth in the CPU growth era, 1980-2000's. The growth rate then was 58% per year (growing at 1.58x per year). By that measure, 30 GW will grow to 1 TW in 7.7 years (2034). And 100 TW at 17.7 years (2043). BUT, AI compute demand is growing much faster than the CPU-era growth. About ~3.4× per year. That’s more than twice as fast as the historical 58% rate. So the demand for 1 TW equates to only 3 years and 100 TW only 7 years. Even in the most optimistic case (e.g., 1.5× FLOPS/W efficiency gains every year from Blackwell/Rubin-class chips), we still hit 1 TW in ~4.3 years and 100 TW in ~10 years. And I think inference compute demand is going to accelerate from here!

This is only close because Elon had to buy Twitter to stop the society imploding under his launch platform and the Blue folks were affronted. He triple saved the planet (sustainable energy transport, free speech, consciousness backup coming) and then got the blame for needing to. CMTSU.

U.S. loyalty rates by make, February 2026 1. Tesla — 61.1% 2. Subaru — 60.5% 3. Toyota — 59.9% 4. Ferrari — 59.7% 5. Honda — 58.2% 6. Ford — 57.8% 7. Lucid — 57.9% 8. Chevrolet — 56.7% 9. Nissan — 55.7% 10. Mercedes-Benz — 54.7% 11. BMW — 52.9% 12. Kia — 52.9% 13. Hyundai — 51.7% 14. Lexus — 50.4% 15. Mazda — 48.3% 16. GMC — 47.8% 17. Porsche — 46.7% 18. Rolls-Royce — 46.2% 19. Lincoln — 45.9% 20. Volvo — 44.5% 21. Acura — 44.2% 22. Land Rover — 43.9% 23. Lamborghini — 43.6% 24. Jeep — 43.5% 25. Volkswagen — 43.2% 26. Cadillac — 41.2% 27. Aston Martin — 40.8% 28. Audi — 38.0% 29. Ram — 38.8% 30. Buick — 36.0% 31. Genesis — 36.1% 32. Mitsubishi — 34.3% 33. Polestar — 34.9% 34. Infiniti — 31.5% 35. Bentley — 30.0% 36. Rivian — 28.6% 37. McLaren — 25.0% 38. INEOS — 24.7% 39. Chrysler — 21.4% 40. Alfa Romeo — 20.2% 41. VinFast — 20.5% 42. Lotus — 16.3% 43. Jaguar — 15.8% 44. Dodge — 15.5% 45. Maserati — 11.7% 46. Fiat — 3.3% 47. Mini — 0.0% 48. Smart — 0.0% 49. Fisker — 0.0%

@phibetakitten @jamesdouma Nah, he is smiling at a woman who might be found yelling at a cat . . .

Hubby @jamesdouma accidentally giving a bit of “woman yelling at cat” vibes

@TeslaLarry FUD busting is costing you. Please don’t stop.

Why is my "For You" showing streams of Elon Hate?

@nymbusjp @gadgetman Also further forward.

@gadgetman The front camera is mounted higher and has a wider FoV than the GoPro inside the cabin.

I've watched this many times and can't see the van approaching at all. Could it be the cyclist on the left instead? Either way, it's super-human and 100% prevented a collision. Approval of FSD globally is not simply a win for Tesla. It's a safety imperative for humanity.

@PTrubey @Austen And not forgetting cows.

@Austen Austen, of course, is being sarcastic. At this rate, Starlink will have sewn up all the market segments: price sensitive, mainstream, cost insensitive, business, IoT, cellular, backhaul, airline, marine, etc. before Amazon Leo gets going.

Can any math geniuses figure out why that might happen?

@HelenZille4Jozi The zip line analogy for government is a good one. Do you REALLY want a coalition where the ANC installs one end of the line? That’s a recipe for reaching the end of your tether!

Sinkhole blocking your driveway? The DA will zipline you out.🫡 But we’d rather fix the road infrastructure. Give us the majority in council and WE WILL.  #BelieveInJoburg #Zille4Mayor

@Hagerty @JasonCammisa Haha. Excellent ending. Mic drop for the true Tesla killer.

Tesla Never Stopped Developing The Model S — Revelations with @JasonCammisa The Tesla Model S is the most significant car of the last 75 years. It entered production as a Car of the Year winner, but never stopped improving. The world's first software-defined car was continually upgraded, in both hardware and software, so that the final Signature Edition shares little more than its name and skin with the original. This is the story of the Tesla Model S.