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Goldman Sachs released a report stating that Tesla (TSLA.US) significantly exceeded the firm’s and market expectations in both gross margin and free cash flow in its first-quarter earnings report, with both the electric vehicle and energy segments delivering positive surprises in gross margin.

@gnoble79 @zshahan3 Tell me you have done no research into Elon musk apart from reading headlines without telling me

Elon Musk is the Ivar Kreuger of our time, and the OpenAI trial is PROVING it in real time. If you don't know who Kreuger was, you should: In the 1920s he was the most admired businessman in the world. The "Match King." He controlled 90% of global match production, lent money to sovereign governments, and his securities were the most widely held in America. But after his death in 1932, auditors spent 5 years untangling over 400 subsidiary companies and discovered the whole thing was held together with fictitious assets, forged bonds, and the unquestioning loyalty of people too dazzled to ask questions. Investors lost $750 million (~$17 billion in today's money). His deficits exceeded Sweden's national debt. Doesn't this sound familiar? The Musk playbook is the most DANGEROUS house of cards I've witnessed in my career. This week in federal court, Musk took the stand to argue that Sam Altman stole a charity. 3 days later he'd contradicted himself under oath so many times that the judge told his lawyers she suspected plenty of people don't want to put the future of humanity in Mr. Musk's hands. OpenAI's attorney asked if Tesla is pursuing AGI. Musk said no. The attorney then pulled up Musk's OWN post from March 4 where he wrote Tesla will be one of the companies to make AGI. His own words entered into evidence against him. BY HIM. Then the attorney asked if xAI used OpenAI's models to train Grok (which violates OpenAI's terms of service). Musk called it a general practice among AI companies. Pressed for a direct answer, he said "partly." Think about that: Musk is in court accusing OpenAI of betrayal while admitting under oath that xAI violated the very same company's terms of service to build Grok. Then came the credibility test: Musk was asked to name his companies that benefit society. He listed Tesla, SpaceX, Neuralink, and X without hesitation. Every one of them is an uncapped for-profit enterprise. Then why did xAI start as a benefit corporation and quietly flip to a for-profit C-corp? No clean answer. This is someone who repeatedly launches entities with noble-sounding charters and converts them into for-profit corporations once the money gets serious. Then his money manager Jared Birchall took the stand: OpenAI's lawyer asked about the donor-advised funds at Vanguard and Fidelity that Musk used to send his $38 million. Did Musk have any legal right to direct where the money went once it entered the DAF? Birchall couldn't answer. Said the legal question was beyond his expertise. The entire lawsuit hinges on that donation creating enforceable obligations. But the man who managed Musk's money just told a federal jury he can't confirm Musk had any enforceable claim over those funds. Now step back... This is a man who promised full autonomy by 2018, a million robotaxis by 2020, and unsupervised FSD by June 2025. EVERY deadline was missed. He claimed he invested $100 million in OpenAI. The real number was $38 million. His defense? His "reputation" made up the difference. Kreuger had 400 subsidiaries and used one entity to prop up another through structures nobody could follow. Musk has Tesla, SpaceX, xAI, Neuralink, the Boring Company, and X. He shifts AI talent from Tesla to xAI, has xAI building the brains for Tesla's Optimus robot, and uses X as a megaphone while the algorithm amplifies his narrative to 200 million followers. Kreuger's investors trusted the man, NOT the math. They loved the confidence. They stopped asking questions because the aura of genius made questioning feel foolish. The same psychology applies to Musk's empire today. Kreuger's reckoning took 5 years of forensic auditing after his death. But Musk is providing his in REAL TIME: contradicting his own posts under oath, admitting to the practices he's suing others for, watching his logic collapse under cross-examination. Different decade. Different industry. Same ending. The truth always catches up.

@PolymarketIntel He went at a different time than he stated , and lost 3 critical cities since then

Ukrainian President Zelensky: “Putin publicly lied, claiming that Russian forces had already taken Kupiansk. So I went to Kupiansk to show the world that Putin is lying.”

@avidseries @theninakai @elonmusk So sweeden has become nearly twice has dangerous , wow .

True

@Hilbe Ouch so heading in the wrong direction with t he LiDAR use , shame

Rivian will likely unveil its Gen 3 iteration of the autonomy hardware in 2 days. What to expect: - LiDAR - Updated Cameras - Updated Autonomy Computer - Updated radars and/or ultrasonic sensors What not to expect: - Retrofit of Gen 2 R1 - R2 launching with LiDAR NOTE: I don't think Rivian is ready with LiDAR for R2. Yes R2 will eventually get LiDAR as we've seen the "bump" for it up front, but the first units to roll of the line will probably be similar to the Gen 2 R1 today from autonomy capabilities.

This guy’s Cybertruck just drove itself 1,200 miles from Chicago to Cape Canaveral, Florida without him touching the wheel or pedals a single time. How is everyone not talking about this?! Self-driving cars aren’t some far-off thing, they’re already here!

@MissJilianne As someone who lives in the Middle East would it be surprising to know that it was Obama who advocated for the Muslim brotherhood ( aka Hamas political wing ) to be given a chance to take power , read up on his speak in Cairo re political Islam . American presidents ….

Not in the United States, we reward criminals by voting them in to be our President.

@Pino599 @AMK_Mapping_ So basically an American system gets destroyed weekly and are running out globally wheb Ukraine uses a huge attack they barely get one system destroyed

@Pino599 @AMK_Mapping_ As per the Americans an air defense system they send gets destroyed weekly , Rubio literally just said that lol

New satellite imagery shows that as a result of the combined Ukrainian missile and drone attack on Novorossiysk, Krasnodar Krai, four S-400 surface-to-air missile launchers were destroyed and 2 radars were damaged/destroyed.

"Elon Musk is not an engineer." John Carmack: Elon is definitely an engineer. He is deeply involved with technical decisions at SpaceX and Tesla. He doesn’t write code or do CAD today, but he is perfectly capable of doing so. Robert Zubrin: When I met Elon it was apparent to me that although he had a scientific mind and he understood scientific principles, he did not know anything about rockets. Nothing. That was in 2001, by 2007 he knew everything about rockets – he really knew everything, in detail. You have to put some serious study in to know as much about rockets as he knows now. This doesn't come just from hanging out with people. Eric Berger: Elon is the chief engineer in name and reality. Josh Boehm: Elon is both the Chief Executive Officer and Chief Technology Officer of SpaceX, so of course he does more than just some very technical work. He is integrally involved in the actual design and engineering of the rocket, and at least touches every other aspect of the business. Elon is an engineer at heart, and that’s where and how he works best. Garrett Reisman: He’s obviously skilled at all different functions, but certainly what really drives him and where his passion really is, is his role as Chief Engineer. That’s the part of the job that really plays to his strengths. Tom Mueller: Elon and the Propulsion department are leading development of the SpaceX engines, particularly Raptor. Kevin Watson: Elon is brilliant. He’s involved in just about everything. He understands everything. If he asks you a question, you learn very quickly not to go give him a gut reaction. He wants answers that get down to the fundamental laws of physics. One thing he understands really well is the physics of the rockets. He understands that like nobody else. The stuff I have seen him do in his head is crazy. He can get in discussions about flying a satellite and whether we can make the right orbit and deliver Dragon at the same time and solve all these equations in real time. It’s amazing to watch the amount of knowledge he has accumulated over the years.

@Pravonapadenie @GeromanAT You spelt ukranian plan wrong

@GeromanAT Exactly. Putin’s plan has always been: get his best paratroopers killed, send unsupported tank columns to be obliterated by drones, lose a flagship cruiser, then spend 3 years slogging to edge of Donetsk Oblast—at the cost of an entire armored division per town. He’s a genius. 🫡

I have a question for my beloved haters: Why didn't Russia take out the dual use infrastructure of Ukraine in the first weeks of the "full scale invasion" - like NATO did in Serbia Libya and Iraq? Any thoughts on that you braindead pieces of shit?

@FirstSquawk Everyone on the raid was killed the video has been released of them all being kills by drones minute they got out the helicopter

Ukraine's HUR launches special forces raid in embattled Pokrovsk, media report

@ZacksJerryRig @ChevyTrucks @MercedesBenz @Waymo @Tesla I’ve tried all their systems they are terrible and don’t do 5 percent of what fsd does , Waymo is slow and double the price of a normal uber and jittery as shit

People in the FSD bubble don't realize: - @ChevyTrucks has ADAS systems that functions *while towing* 10,000lbs - @MercedesBenz has a federally approved ADAS Level 3 system. - @Waymo has 1,500 completely driverless cars on the road right now. - @Tesla FSD (supervised) is not the only player in the game like it was a decade ago. Keep your head on a swivel.

@PioneerColumn22 @Reuters lol it was the Dutch that did and the Chinese have re supplied locally

@Reuters China miscalculated and they will soon realize how. The world isnt static like they thrive in

Exclusive: Dutch chipmaker Nexperia has suspended supplies of wafers to its Chinese assembly plant, a move that could worsen a supply squeeze that is worrying automakers worldwide reut.rs/4oE5saC

@jimh527 @GoncharenkoUa lol dude doesn’t want to show you what Ukraine looks like for a reason so has to big an isolated tiny area with a small tarmac issue

@GoncharenkoUa Dude. That is not Sakha Republic. In Sakha Republic, it's -16c.

This is the Sakha Republic in Russia. Diamond mining is underway there. Instead of building roads and developing the region, Putin went to kill Ukrainians.

@joni_askola Said no one smart

DOGE was a huge scam built for one thing: Musk’s personal gain

@rdd147 @dedghozt He doesn’t know how to read sats , it’s basically because most people survive Tesla crashes so the few which do happen Wouk kill anyone in any car

Fixed it. Tesla $TSLA has most accidents, most fatalities, and most fire deaths of any vehicle manufacturer.

@kylaschwaberow @28delayslater He’s not been performing for a while

@28delayslater Not your best work Earl. 🤗

“That 1X robot is remote controlled and not impressive, nobody beats Tesla in tech” (Tesla fan getting popcorn from remote controlled Optimus before getting in robotaxi with safety driver).

@truthdotphd @Tesla Literally my Tesla drives itself anywhere I want where I watch , it’s crazy people have these takes based on headlines without trying it

@Tesla Tesla calling every car “autonomy-ready” is like bragging your phone can teleport one day. Ambition’s great, but maybe start with fixing the door handles before conquering the future.

Q3 Update In Q3, we achieved record deliveries + energy storage deployments. Alongside launching new + exciting products, our focus remains on scale. Every Tesla delivered today is designed for autonomy & every Tesla energy storage product is capable of being enhanced + optimized by our virtual power plant or Autobidder functionality. Maximizing our deliveries + deployments means delivering increasing value to all of you over time via AI-powered services. As such, we continue to deliver a fleet of products that bring AI into the real world as we pursue a future of sustainable abundance as outlined in our Master Plan Part IV. North America @tesla_na – Launched Model 3/Y Standard, each with >300 mi of range & starting at $36,990 / $39,990 respectively, making our products more accessible – Launched Model Y Performance EMEA @teslaeurope – Model Y is the best-selling vehicle in Norway, Switzerland & Iceland YTD, in Finland for Q3 + in the Netherlands & Denmark in September – Produced 100,000th refreshed Model Y at Giga Berlin + started production of Model Y Performance – We continue to pursue the launch of FSD Supervised in Europe, pending regulatory approval APAC @tesla_asia – Launched the Model YL in China, a longer wheelbase version of the Model Y with 6 seats and 3 rows – Achieved record deliveries in South Korea, Taiwan, Japan & Singapore + began deliveries of the Model Y in India – Launched FSD Supervised in Australia + New Zealand – South Korea is now our third largest market behind only the US & China AI Software + Hardware @tesla_AI – Started rolling out v14 of FSD Supervised in October, bringing a large portion of the Robotaxi FSD model to our owners + improved handling of several complex scenarios such as avoiding road debris, yielding for emergency vehicles & adding arrival options to indicate where FSD should park – Expanded both our service area + fleet count for our Robotaxi service in Austin & launched our Bay Area ride-hailing service – Announced a deal to manufacture advanced semiconductors for AI inference and training in the US w/ Samsung + further expanded our AI training compute capacity, bringing Cortex to a total of 81k H100 equivalents Vehicle + other software – @Robotaxi iOS app is now available to everyone in the US & Canada – download to join the waitlist Over-the-air updates bring you new features overnight: – Grok (an AI companion) for vehicles in North America – Low Power Mode to help conserve energy (useful when traveling) – Light Sync that synchronizes the car’s interior accent lights with music – You can also order food directly from your vehicle touchscreen before arrival at the Tesla Diner in Los Angeles – Tesla app users can now pinpoint vehicle concerns + diagnose urgent issues to dispatch mobile technicians, making the service experience even smoother Battery, Powertrain & Manufacturing – Both Model 3 + Model Y Standard feature a new battery pack & powertrain designed for energy + cost efficiency – We expect our lithium refinery in Texas to begin production in Q4 2025 & our LFP lines in Nevada to begin production Q1 2026 Energy @teslaenergy – Highest quarterly energy storage deployments ever! – Unveiled our next-generation industrial storage product – Megablock –, a pre-engineered, medium voltage battery that integrates four Megapack 3s. This new + simplified architecture incorporates hardware, software & services in a single package up to medium voltage, enabling rapid utility-scale deployment with faster interconnection to the grid and reduced complexity for customers. Will begin production at Megafactory Houston in 2026 with up to 50 GWh per year of manufacturing capacity Services and other @TeslaCharging – Added >3,500 net new Supercharging stalls in Q3, growing the network 18% year-over-year – Launched our first v4 Supercharger cabinets = 3x the power density + 2x the number of stalls per cabinet compared to V3, bringing higher throughput + efficiency, lower cost & faster deployments V4 Superchargers enable 500kW charging for passenger vehicles & 1,200kW charging for @Tesla_Semi, enabling the fastest charging time for trucks in the US #quarterly-disclosure" target="_blank" rel="nofollow noopener">ir.tesla.com/#quarterly-dis…