Capital King

@niccruzpatane Wow so a small 2 seater with a tiny battery that only drives in cities and is built out of plastic has better efficient than 4 seater cars with batteries 3x the size and built of metal. Who would have guessed

Lars Moravy, VP of Tesla Vehicle Engineering, says the Tesla Cybercab is officially the most efficient EV ever certified at 165 Wh/mi! That’s around 40% more efficient than a Model 3. WOW.

@RutVanEsselstyn @InsideLucysHead But you can't say that in the UK any more. You have to celebrate all body types even people grossly obese...

@InsideLucysHead The Germans, Italians, Japanese and French are not nearly as fat. Obesity is a massive risk factor for cardiac events.

The Japanese eat very little fat and suffer fewer heart attacks than the British or Americans... The French eat a lot of fat and also suffer fewer heart attacks than the British or Americans. The Japanese drink very little red wine and suffer fewer heart attacks than the British or Americans. The Italians drink excessive amounts of red wine and also suffer fewer heart attacks than the British or Americans. The Germans drink a lot of beers and eat lots of sausages and fats and suffer fewer heart attacks than the British or Americans. Conclusion: Eat and drink what you like. Speaking English is apparently what kills you.

@Johnsmithktwn @wholemars I have driven in Wayves in London a number of times on heavy traffic, with buses, cyclists and pedestrians crossing where they like and in narrow street. It had no problem handling it. People seem to think Tesla is unique but it isn't.

@wholemars Don’t bother with London I know it proves a point but the cars would spend 90% of their time doing less than 10 mph and I’ve seen many waymos manually driven out of situations. to drive in London you have to put lives at risk and break the law pretty regularly with unsafe passes

They will

@owenjonesjourno @AyoCaesar I hope JP Morgan sues both of you for slander...

If your only metric is the bond markets: Why not abolish democracy and put JP Morgan in charge? Spot on from @ayocaesar

@BareLeft And what would pay for interest on the borrowing used to build/buy those councils home. Oh I forgot, the greens think those sort of things fall from the sky... If the rental yield on the properties is less than what a council can borrow at, then council housing will cost more

Good stuff. Absolutely need to keep making the point that over £12 Billion annually ends up in the pockets of private landlords via housing benefit, when it could be used to maintain, renovate, and reinvest in council housing stock.

@alex_avoigt What a joke. It has been steadily losing share and will continue to as it has no competitive advantage against the vertically integrated battery players and the horizontally integrated power equipment players

As Elon said, Tesla Energy will become bigger than the auto business. This will happen everywhere and it has a much higher margin and with it profit too.

@ICannot_Enough And how is that relevant when VW sells multiple brands out of the same factory? VW group sold almost 3 times as many EVs in Europe in Q1 2026 versus Tesla.

Remember when the media kept saying $TSLA was dead in Europe? While it's true that VW passed Tesla for #1 last year, Tesla was the #1 selling EV brand in Europe in Q1 2026! 👀 Here's a chart you won't see anywhere else- because I just made it.

@RechargeFreedom @Brainmetry @Jason But that assumes only Tesla offers robotaxis when in reality there will be at least 10 robotaxis companies operating across the world. If 4 are on Uber in a city with 4000 cabs and Tesla is on it own app with 1000 cabs, which would you think has the lower wait times.

@Brainmetry @Jason That's essentially my take as well-- Tesla makes the robo taxi, they don't want, or need, human drivers. The migration to a new app will by incentivized by the lower price. Self driving breaks the network effect almost entirely.

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@ZeroCool @Jason Uber is Switzerland in a market likely to have multiple different providers of robotaxis. So you can either download 5 different apps, and try tomworl out which one will get you a taxi the fastest. Or use a single app that aggregates it.

Uber is app and a brand with almost no physical moat. They don't do anything unique that can't be replicated. Their largest revenue generating workforce are all independent contractors who run 2 other ridehail apps at the same time. Robotaxis are eliminating all of those revenue generating independent contractors. Thats like early Amazon buying physical bookstores knowing full well they will shut down all these physical bookstores because of their online store...

@wholemars 41.3 miles with intervention. Wow, time to short Waymo...

Wow, Elon wasn’t kidding. 14.3.3 is absolutely a banger. As you can see here i’ve used self-driving every day for the last 3 days, and have gone 41.3 miles without intervention on 14.3.3 This is first truly refined build of FSD 14.3.3. It is the first build that surpasses 14.2.2.5 in polish. In my opinion, this is the first version that should have gone wide. 14.3.2, while great, was often a little jumpy or jerky due to its increased reaction time. When the reaction time increases the model often gets a little jumpy until it is retuned. That seems to have happened now. With each little point release I feel the model coming to life. The way it slows down ever so slightly (~1 mph) when it can’t see over the hill, the way it eases in when it sees a bumpy section of the road. It’s so refined. The way it responds instantly when it sees the car next to it veering into its lane. Like wow, even I can’t drive that smoothly and react that quickly. Tesla is by far the gold standard in self-driving comfort. With each build it feels more and more like a personal robotaxi. It can now even operate driverlessly at up to 8 miles per hour. Kudos to the Tesla AI team. You mother fuckers are absolutely COOKING! Send it wide… replace 14.3.2 with this right away. Also love the new self-driving streaks feature. Gamifying self-driving usage is a very smart way to make sure people only intervene when absolutely required, increasing the signal to noise ratio of interventions in the dataset. Please make this available via fleet telemetry so people can compare to see who has the longest streak easily

@alex_avoigt Haha Gogs Berlin that you used to claim would be producing 2 million cars s a year by now has just managed to go from 200k to 240k. The biggest failure of any auto plant project. Less than 15% of design capacity utilisation

🇩🇪 German Auto industry jobs development: A total of 100,000 jobs cut since 2019. Within the last 12 months: 48,700 jobs cut. Meanwhile 🇩🇪 Giga Berlin adds jobs. My prediction: The job cuts of legacy automakers will accelerate while Giga Berlin will expand and hire more. A development we will see everywhere.

@wy12322413546 @wholemars @kylaschwaberow Xpeng, WeRide, Huawei, Momenta, Li Auto, Horizon have all solved FSD. You are dreaming if you think Tesla is alone. Everyone will have an FSD system within 2 years.

@wholemars @kylaschwaberow China won’t approve until XPeng has solved FSD in five years. No way they give Tesla the auto market

Approval of FSD in China is the most financially material event of the year for $TSLA

@MarioNawfal Hilarious, Berl8n was supposed to be a 4 phase 2 million cars a year factory and you are excited because it has gone from 200k to 240k in its massively underutilised phase 1 with all the other phases never started. It is the most unsuccessful auto plant in Europe

🇩🇪 Tesla is pumping $250 million into its Berlin-Brandenburg factory to ramp up battery cell production and hire more workers. The gigafactory, open since 2022, already produces hundreds of thousands of Model Y vehicles and millions of battery cells annually. European sales nearly doubled in March after a year-long slump. Porsche is cutting 500 jobs, Volkswagen is scrambling, but Tesla is going the other way. Source: @AndrThie, Wall Street Journal

@farzyness Hilarious when Chinese robotaxis playera are already building cars for less than Tesla hopes to achieve. I remember when your argument was that no one, including the Chinese could build a car as cheaply and that fell apart so now you have to hang onto some other BS

I still think it's massively under appreciated how strongly Tesla owns the physical ecosystem to offer the lowest autonomous cost per mile - bar none - of any company out there. This includes Chinese automakers with cheap labor. That cheap labor will eventually be capped by the number of humans willing to do that labor. With autonomous Teslas, your price per mile actually GOES DOWN the more cars you add to the fleet due to economies of scale. With human labor, the cost GOES UP as you try to lure every-increasingly harder to find cheap labor. It's going to be extremely difficult to compete against this moat. $TSLA

@LeprecaunJohn @ArkkDaily Waymo could walk into Ford or GM tomorrow and say make me a price on 200k units a year of a robotaxi and you can be sure it would be sub 50k given the sensor pack is less than 10k now.

@CapitalKing4 @ArkkDaily That's a big IF. WAYMO has been operating since 2019. Why haven't they become good at manufacturing, so they can mass produce their cars for less than $150k?

CATHIE WOOD SAYS WAYMO ALREADY LOST THE ROBOTAXI RACE TO TESLA - Tesla is the only vertically integrated robotaxi platform, which is why its cost wins - Robotaxi costs will collapse from $3 per mile to 25 cents as Tesla scales - ARK estimates Waymo's cost structure in 2030 will be 50% higher

@piloly Wow, that is 250k a year in a facility that was supposed to be 500k a year and was the first phase that should have expanded to 2 million cars a year now according to bulls like you were claiming five years ago. Tesla Berlin has been the biggest auto plant failure

From 2 March to 11 May, Giga Berlin produced 50k Model Y. That's 5k per week. Once they ramped up production the first year, it was pretty linear. We should see an increase in June to 6k a week.

@owenjonesjourno @L8n_me @chriswardmp @lloyd_rm Greens, run by an admitted tax cheat. Surely you can do better than that

@L8n_me @chriswardmp @lloyd_rm make sure you vote Green next time!

"I've seen [Starmer] win a party leadership nobody thought he would." You mean a leadership campaign in which you all lied through your teeth? You thought taking over Labour under false pretences was a genius move. But your deceit and lack of principle destroyed you in the end

@TheCanaryUK @willem_moore_uk Maybe a good policy would be to go after people who cheat on their taxes .. oh wait that would be the leader... One rule for me, another rule for everyone else

The new influx of Green Party politicians clearly aren't afraid to challenge the status quo of endless decline in Great Britain By @willem_moore_uk thecanary.co/uk/analysis/20…

@alex_avoigt You used to claim that Berlin would produce 2 million cars a year now you are celebrating them going from 200k to 240k. Admit it Berlin has been the biggest failure of any auto plant on Europe.

The German auto industry is laying off employees right and left - and 🇩🇪 Giga Berlin is hiring. The last one should now understand the continous strategic mistakes that German OEMs have committed - and continue to commit every day. This is a self-inflicted crisis, rooted in arrogance, ignorance, greed, mismanagement, incompetence, and denial. The employers are paying the price.

@niccruzpatane @Drive_Protected Meanwhile Tesla have the highest failure rates in European roadworthy tests...

I'll forever be mind-blown by how @Drive_Protected’s 2019 Tesla Model 3 with nearly 400K miles is still running STRONG with the original rear motor. When you get under a Tesla and really take a look, it’s so simple. There are only about 20 moving parts in the drivetrain vs. 2,000+ in a gas car. This is just a better way to make a car.