Justin

@3lectricBrawl Still waiting.

How many of you guys are still waiting for V14.3?? ✋🏼

@eurofounder @nymbusjp Seems your wife should first bike to Iran to reopen the Strait of Hormuz, as the closure is the root of the fuel shortage causing her travel woes, not EU policies. Next she call-up Trump and Putin to ask these right-wing authoritarians to not start any more elective wars.

My wife’s father is in the hospital in Munich in a critical condition She was supposed to fly there today, but Lufthansa cancelled her flight I found her crying at the kitchen table “Papa might not make it, I need to be there today” I shook my head in disbelief “Do you hear yourself? Oil prices are sky high. Lufthansa is making the right choice” She asked if I could drive her “Diesel is €2.40 per liter. We must reduce non-essential travel” “It’s my dad, it IS essential travel” she was sobbing “The EU defines essential travel. Not you” I calmly explained She took the train for €349 and left without saying goodbye I felt proud watching her go by rail, a sustainable form of transportation This is how a serious continent handles an energy crisis

@FreedomFulfill @TeslaBoomerMama @cyberbulls @TeslaLarry Yeah, we’ve done the hard part, watching the SP go sideways for 5 years while Tesla executes on the next growth phase. Why would we take a 17% premium now over letting the market fairly value robotaxi, Optimus, semi, etc.? If Tesla executes I see a doubling $400 to $800 ovr 5 yr

@TeslaBoomerMama @cyberbulls @TeslaLarry If Tesla and SpaceX merge before robotaxi has ramped it will all but ensure stagnation of returns for the next 5+ years. Maybe 10. This is not how you repay shareholders who voted for Elons pay package and have been loyally invested for years for AI and robotaxi.

After further research and our discussions on the @cyberbulls with @TeslaLarry yesterday, I agree that this will very well be a Merger of Equals. BUT - in my opinion - it will not be at the then stock price, which is probably implying a lower market cap for Tesla than SpaceX. It will be a true "merger of equals" where the stock-for-stock exchange would be 50%/50%. Which implies an "implicit premium" for Tesla investors, and the hopefully then more agreeable institutional investors, as the Tesla shareholder vote will be an uphill battle. My best case "earliest" scenario is still an announcement in the short weeks after the IPO, with a "consumed merger" (and the S&P 500 replacement) targeted for summer 2027. From the announcement onwards, the two stocks will be in lockstep if the market gives this a high probability to go through. I will have more time at the beginning of next week to write an article on details, just wanted to leave this here for clarification. And yes, @TeslaLarry was (mostly) right 😏, let's hope that my scenario above is how it will play out.

@jzheng @Teslarati I have these in my area and it is an issue. I risk getting rear ended if FSD stops when it’s not supposed to. This signage works here because all traffic is local residents, who know how to treat the signage/ intersection. FSD needs to read signs for it to go unsupervised.

@Teslarati Normal human drivers would have been confused about that too. This is a non-issue.

I have some unfortunate news for my crowd that was interested in Tesla FSD v14.3’s performance at “Except Right Turn” stop signs 😞

@Dorxtrip @Teslarati Yep, this is actually my biggest FSD pet peeve right now for my daily drives.

@Teslarati This sucks. There are a few where I live and I have to nudge them through with the accelerator otherwise they stop.

@hyteckit @Teslarati These signs are found in rural areas of Pennsylvania traveled only by locals who have been at that intersection dozens of times and all know to not stop when turning right. I agree it wouldn’t work in places frequented by tourists, etc

@Teslarati That's kinda a dumb sign. It's like do I stop and read what it says below before proceeding? 🤣

@Cheerful2weeter @Teslarati It’s not optional to stop really. Car behind you will expect you to not stop if your RHT signal is blinking. Stopping risks a rear end collision. These are back roads with almost exclusively local traffic.

@Teslarati This is not so detrimental. Even stopping there is not a bad thing overall.

@Teslarati I live in York County PA. I have multiple “except right turn” stop signs in my area. They make sense for their locations. There was one early version of 14 that properly proceeded without stopping., but none recently. This is a big one for me. Risk of getting rear-ended is real

@nymbusjp Motives matter when assigning credit. Trump cares not for peace. His Easter day rhetoric was abhorrent and dehumanizing of the Iranian people. Accepting the ceasefire was an act of self preservation. No credit due. Credit to Pakistan. Credit to Iran, who was the aggrieved party

@COTribe90 I understand. But you can push the world in a better direction in two ways: push back when it's wrong, support when it's right.

I support President Trump's two weeks ceasefire agreement and I appreciate the political courage that was required. President Trump took this decision in the National interest of the United States and rightly so.

@nymbusjp Trump was hemorrhaging political support and acted in his own self interest. His self interest is his only core principal. As I tell my children, you don’t get credit for putting down the shovel. If you want to offer praise, praise the Pakistanis that provided the exit ramp.

@COTribe90 I understand. I criticized him severely for this mess. But you shall also praise him when he makes a good decision.

@nymbusjp I appreciate and recognize that you were critical of this war from the start. I will rejoice that lives and treasure are no longer being wasted in a conflict that gained the US nothing of significance. Trump gets no credit.

@SawyerMerritt Pothole avoidance already exists, correct? My MY already swerves to avoid potholes, though not 100% reliable yet. The promised update is to improve avoidance I guess.

BREAKING: Tesla has officially released FSD V14.3 I'm downloading it in my Model Y right now. Here's everything that's new: • Improved parking location pin prediction, now shown on a map with a P icon. • Increased decisiveness of parking spot selection and maneuvering. • Rewrote the Al compiler and runtime from the ground up with MLIR, resulting in 20% faster reaction time and improving model iteration speed. • Enhanced response to emergency vehicles, school buses, right-of-way violators, and other rare vehicles. • Mitigated unnecessary lane biasing and minor tailgating behaviors. • Improved handling of small animals by focusing RL training on harder examples and adding rewards for better proactive safety. • Improved traffic light handling at complex intersections with compound lights, curved roads, and yellow light stopping - driven by training on hard RL examples sourced from the Tesla fleet. • Upgraded the Reinforcement Learning (RL) stage of training the FSD neural network, resulting in improvements in a wide variety of driving scenarios. • Upgraded the neural network vision encoder, improving understanding in rare and low-visibility scenarios, strengthening 3D geometry understanding, and expanding traffic sign understanding. • Improved handling for rare and unusual objects extending, hanging, or leaning into the vehicle path by sourcing infrequent events from the fleet. • Improved handling of temporary system degradations by maintaining control and automatically recovering without driver intervention, reducing unnecessary disengagements. Upcoming Improvements: • Expand reasoning to all behaviors beyond destination handling. • Add pothole avoidance. • Improve driver monitoring system sensitivity with better eye gaze tracking, eye wear handling, and higher accuracy in variable lighting conditions.

@HecklesTheZucci @SawyerMerritt That’s should be the headline. Compare to the competition, EV sales of all other brands fairing far worse in US without credit. Especially the domestic brands.

@SawyerMerritt Up year over year without tax credit.

BREAKING: Tesla delivered 358,023 vehicles in Q1, up 6% YoY. Wall Street was expecting 365,600. Total Q1 production was 408,386 Tesla also says that they deployed 8.8GWh of energy storage in Q1 2026.

@alonso_angulo @SawyerMerritt @farzyness Energy storage deployment has always been lumpy qtr to qtr. These are large projects with 100s or thousands of power packs each. No shortage of demand or production, simply deployment timing affecting when revenue hits.

@SawyerMerritt @farzyness Energy Storage decreased YoY from 10.4 to 8.8 Gwh, that’s not good.

@BoBilbo28 @SawyerMerritt @robotaxi That was my first thought when I saw the gap between P and D. We’ve seen Model Y’s fitted out as robotaxis on lots in multiple US cities recently. At least hundreds, but possibly 1,000 of Ys diverted to robotaxi ramp in Q1. Either that or lots of vehicles in transit to buyers.

@SawyerMerritt How much do we want to bet that a decent chunk in the difference between deliveries and production is for @robotaxi? We are seeing an increase in deployments.

@Liz950508544723 @BleacherReport @MarchMadnessMBB Ref is headed towards the scorer’s table which Hurley is standing directly in front of. Ref is going to check the clock to see how much time is actually left. Hurley should’ve been given a technical. Stop making excuses for this ass. Dude needs help.

@BleacherReport @MarchMadnessMBB Weird the ref approached him, it looked like he wanted to instigate the coach into a fight

DAN HURLEY AND THE REF 😭 Hurley's reaction to UCONN's game-winner (via @MarchMadnessMBB)

@A_J_Hahn @BleacherReport @MarchMadnessMBB Ref moving towards the scorer’s table to check clock. Not “moving to confront Hurley”. C’mon man. He’s a psycho. Should have been a technical. Will anyone be surprised if we find out later this guy beats his wife or ends up attacking a player?

I would like to see the wide-angle shot. Yes, Hurley should make a positive attempt to get out of the officials way, but in the close up, it is difficult to determine if he did make a move towards the official. Looks about equal, in that the official also made a move towards him.

It’s important that you understand what happened last night. Last night, Stephen Colbert interviewed Democratic Texas Senate candidate James Talarico, a candidate who, by all accounts, is on track in the polls to flip Texas blue. In response, Trump’s FCC reportedly threatened CBS if the interview aired. CBS caved and pulled the segment, citing “financial reasons.” In modern American history, no president has been more hostile to free speech than Donald Trump. But censorship always backfires. Here’s the full segment Trump didn’t want you to see.