Bill

@stevenmarkryan Bladder.

Things you should never leak: • Nudes • DMs • Likes What did I miss?

@Jason @ZohranKMamdani Seems more of an attack and expulsion of a certain ethnic group.

[ The Overtaxation Death Spiral ] Ken Griffin, time to sell all your New York properties! @ZohranKMamdani, congrats on driving countless affluent people out of NYC. What will happen when the Zohran runs out of $5m+ homes to EXTRA TAX? He will tax everyone with a $2M+ home.... and then he will take everyone with over $4,000 in monthly rent... ... it will not end. This is the overtaxation death spiral!

@TeslaBoomerMama @TeslaBoomerPapa 😊👏

We just saw the meds is Santa Monica for the first control after chemo and radiation: It's gone 💪 Clean and clear Bravo @TeslaBoomerPapa

@LimitingThe We need @tesla to look through the lower voted questions for high quality ones and answer them.

Back in my day, I remember when Tesla investors had the best questions. I'm sure we'll still get good information out the earnings call because the executive team tends to talk about what's important even if the springboard questions are low quality. However, it's a missed opportunity.

@SawyerMerritt We need the @elonmusk team to look at the lower voted questions for high quality ones and answer those, too.

The #1 voted for question so far for Tesla's Q1 earnings call next week:

@teslascope @ZacksJerryRig He's a dirtbag and doesn't care.

You should avoid intentionally misleading your followers and community. It's a bad look, and we both know you don't actually believe what you post. Either way, the upgrade from HW2.5 to HW3 cost $1,000 today (down from $1,500) and the majority of that cost is labor. Upgrading HW3 requires a new car computer, wiring harness, and cameras. The cameras are a few dollars a piece and about five minutes of labor ($15 total) as they come right off. The wiring harness is about ~$30-50, and about an hour of labor (~$250 total). The car computer is $2,000 (it contains both the infotainment computer and Autopilot board), plus about two hours of labor (~$2400 total). This is assuming no discount, which has always occurred for official retrofits and would reduce this number significantly. Assuming ZERO discounts, $2675 would be a rough estimate for the total retrofit cost out of pocket. It would be even cheaper for Tesla when considering the actual BOM vs what they charge for parts in the EPC. The cost of a retrofit is not "more than the car" in any context. Even salvaged non-operational Teslas typically sell for more than that amount, because the battery is so valuable. But you knew this.

It'll cost more than the car. It will never happen. Elon is a liar.

@stevenmarkryan Needs more cowbell

But with SOOOO many sensors, how could this happen?

@niccruzpatane Imagine a luxurious custom "RV" trailer for that. Unlimited electric supply for it.

This is the sound of the all-electric Tesla Semi. Deliveries of the new Production Version begin this year: • Long Range model has 500 miles of range with a full payload. • 1.7 kWh per mile efficiency (average diesel semis are roughly 5–7 kWh per mile equivalent energy use). • Tri-motor powertrain with 800 kW of power (~1,073 hp), 3x the power of the average diesel semi. • The battery in the Semi is designed to last 1M miles. • Standard Range model (325 mi) has a similar turning radius as a Tesla Model 3/Y. • 0.4 drag coefficient. • Independent truckers are able to buy a Semi for use, not just fleet owners. • Semi fleet uptime is at 95% due to extremely low maintenance and reliability. • Integrated safety features in the Semi protect not just the driver but others on the road as well. • Future wireless charging. • Semi uses the same 4680 battery cells found in the Cybertruck. • Semi can power a whole refrigeration trailer or any powered unit. The technology is shared with Cybertruck Powershare.

They will probably get a HW5 upgrade. Tesla will probably prioritize those who commit to putting it in the taxi network, and to run AI inference for remote requests. All those cars will be able to a LOT of money, making a $2K (I'm guessing) upgrade worth it. The car could make that back in a month.

@pbeisel How about the poor drivers with HW3 that been waiting for 6 years+?

FSD 14.3 is a magical release indeed. It likely has given Tesla the performance it needs to move forward with unsupervised FSD/Robotaxi without the need for AI5. From the release notes: Rewrote the AI compiler and runtime from the ground up with MLIR, resulting in 20% faster reaction time and improving model iteration speed.

@ashworth_duncan @pbeisel Up 4.8% today.

@pbeisel What happened to the stock when Tesla/Elon solved M3 scaling problems in 2020? What will happen when they solve robotaxi scaling problems in 2026?

@pbeisel Phil knows his sh*t.

Early engineering sample, also called “first silicon”, of Tesla's AI5 chip. Likely officially taped out a few weeks earlier. The main AI5 compute die surrounded by HBM memory stacks (to the left and right). This is a Samsung chip: Bottom-right corner: “KR 2613” → “KR” = Korea (South Korea). → “2613” = production week 13 of 2026 (late March 2026).

@thejefflutz @tesla_na Yes. ???

@tesla_na What about existing policies?

Tesla Insurance update With the latest version of Safety Score (v3.0), every mile you drive with FSD Supervised enabled will receive a score of 100. This allows you to maintain a higher average safety score over time, resulting in lower monthly insurance premiums. Applies to new policies in Indiana, Tennessee, Texas, Arizona, Virginia & Illinois

@wholemars And they were safe! So all those medical professionals with no way to feed their families. No shame!

If Otis gets its way, 114,000 American elevator operators could be permanently out of work! This is outrageous!

@DaySamual39307 @wholemars LOL

@BillInDallas @wholemars Who will sell you liability insurance for your autonomous Y? Tesla can only afford to risk 10 now. A passenger abandons your Y without a charge. Now you must tow it back.

Driverless Teslas giving people rides using just computer vision and you’re bearish?

@TeslaBoomerMama @nikitabier @Support @X Why can't Grok figure this out?

These impersonators are back en masse. Do we really have to report this crap, knowing it takes at least five minutes for each reporting with this stupid picture taking? Can't these be eradicated quickly? @nikitabier @Support @X

@pmarca Let @ElishaDLong run it.

Boy do I have news for you.

@DaySamual39307 @wholemars People will be scrambling to buy new and used Teslas because of the killer feature, and because it can pay for itself as a robotaxi. What's the demand for a free Tesla? Add to that selling millions of Cybercabs for greater than $10K profit per car. 🚀 $TSLA

Not bearish, but I am concerned. Musk is All In on autonomy, and asleep at the wheel on growth in the sales of Tesla vehicles. Autonomy horizon just extends futher and further into the future. If the market discounts Tesla to the growth of its automotive profits, the stock valuation will crater

@LinkN01 @wholemars That's good news.

@BillInDallas @wholemars I don't think we have to worry about that. These agencies are not political organizations.

Now that the dam has broken in the Netherlands, the list of FSD countries is about to 📈

@LinkN01 @wholemars Germany must be concerned that FSD is such a killer feature that it could tear loyalist away from the German brands.

@wholemars I'm montering the situation for Sweden ofc, but it's important that it hits Germany ASAP.

@wholemars ...followed by subscriptions soaring, and robotaxi testing.