Greg G

@gnoble79 @TheBelovedJCF Your mom has declining revenues Georgina, but we all love her. Very much. ❤️

@TheBelovedJCF 15x sales for a company with declining revenues

Tesla is the most successful CON in the history of capital markets. Not because the cars are bad. But because the entire business is engineered to impress on first glance and collapse under scrutiny. And the culture around it has made facts completely IRRELEVANT. I've never seen a company where the gap between what is promised and what is delivered is this wide, for this long, with this little accountability. Tesla's Full Self-Driving system is marketed as autonomy. But it is not autonomy. It is a camera-only system running probabilistic inference. The car is making statistical guesses about what it sees, thousands of times per second, with no redundancy when those guesses are wrong. Probabilistic inference controlling a two-ton vehicle at highway speed with your family inside. NHTSA has two open investigations covering 3.2 million Tesla vehicles. One was escalated to a formal Engineering Analysis in March after 9 crashes, including a fatality, where the system FAILED to detect sun glare, fog, and dust. The cameras went blind and the car kept driving. In Austin, Tesla's robotaxi fleet has reported 15 crashes across roughly 800,000 miles. One crash every 57,000 miles. The average American driver has a police-reported crash every 500,000 miles. Tesla's robotaxis crash at roughly 4x the human rate, WITH a safety monitor sitting in the car whose only job is to prevent crashes. Waymo operates over 2,500 fully driverless vehicles across multiple cities with no human backup and maintains a crash rate 85% below human drivers across 127 million autonomous miles. Tesla has ONE unsupervised vehicle in a tiny section of Austin. But here's what really makes Tesla different from every overvalued company I've ever analyzed: The facts do not matter to the people who own this stock. Every missed deadline, every broken promise gets filtered through the same response: attack the messenger. Call them a short seller. Call them a hater. Anything to avoid looking at the actual numbers. It's an online ecosystem that has made itself completely immune to facts. And Musk baked that dynamic into the culture from the beginning. Every time the fundamentals deteriorate, the faithful don't sell. They double down. When your shareholder base treats every dip as a buying opportunity regardless of the data, the stock becomes untethered from reality entirely. That's literally a religion with a ticker symbol. I highly suggest you read Edward Niedermeyer's book Ludicrous on this. And now it even gets WORSE... CapeFearAdvisors published a piece this week that should be required reading. Tesla's 2025 CEO Performance Award contains a change-of-control provision: In the event of a change of control, ALL operational milestones are disregarded. No million robotaxis, Optimus robots, or $400 billion EBITDA. NONE of it. So if SpaceX acquires Tesla at $8.5 trillion, every tranche of Musk's 423 million share award vests immediately. A single acquisition at that price triggers the full vesting of both plans at once, with no way to claw them back. The milestones everyone argues about are just a distraction. The mechanism is the change-of-control language buried in the SEC filing. This is about engineering the largest personal wealth transfer in modern financial history and using the narrative machine to keep the price elevated long enough to execute it. I've seen every bust of the last four decades. But this one is different because the cult of personality is stronger than anything I've witnessed. The movement around this stock cannot be touched by facts, and that is what makes it so dangerous. But the math always wins. ALWAYS. It just takes longer when the con is this good.

Happy 10 bill day, to those who celebrate!

@FredLambert I invest in both $TSLA and $XPEV, and this is a dumb f**king take Fred. Do better. "dead, dead" 🤣

The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead. Like dead, dead. I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14. Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying. You can watch the full 40-minute drive on @ElectrekCo

@jbrownownsyou @wholemars

@wholemars 1 million robotaxis by 2020, any day now

But that’s only 2 more cars than 5 minutes ago! What a joke!

@OmarOuqfi @Tesla_AI @aelluswamy @elonmusk x.com/i/status/20430…

FSD v14.3.2 pulled onto the shoulder to avoid a car coming up at full speed that hadn't started its lane change yet, then got back into the lane, and then changed lanes to let another car merge onto the highway at the same time. @Tesla_AI @aelluswamy @elonmusk My first reaction was "what the hell is going on." I let it do its thing because since v14, FSD has shown me on many occasions that it was right and I was wrong. It really is becoming safer than humans at handling dangerous situations. I also want to point out that if this had been someone newer to FSD, they probably would have disengaged the moment FSD started swerving toward the shoulder, and would've posted "FSD tried to run me into the ditch".

@Teslarati Watching Dan fail colossally when robotaxi scales nationally will forever be one of my favorite things.

Didn’t make the turn. Intervention successfully applied. Neural Net data acquired. Full Self-Driving improved. It’s called Full Self-Driving (Supervised) for a reason

@CyberFarmerX @elonmusk @yunta_tsai I feel this. Unpaid Tesla Salesforce 💪

@elonmusk @yunta_tsai Tesla AI has made me a Tesla salesman when I never asked for it. It's just that good.

A lot of AI engineers have spent their most productive years chasing benchmarks instead of solving useful cases they can relate to. If the car fails to take me home, then I simply fail at my job and can’t go home. That’s it.

@GerberKawasaki They'll kick the can up your fat retard ass though, so there's that. Why so interested in a company you clearly don't have faith in?

Tesla trying to distract from the lack of earnings they will soon report. They continue to kick the can down the road... $TSLA

@_jeffreyr @AMPolishing1981 @cybrgalaxy You woke up today and chose violence. I'm here for it.

@AMPolishing1981 @cybrgalaxy I would like to angle my panels so it does glare into the peasants manually driving nearby. Is that possible? 😝

It was such a pleasure to travel out here and polish @cybrgalaxy Cybertruck. We removed the wrap and did a 3 day cut, color and polish. Feel free to ask any questions. Yes it is Legal, Yes it is very easy to maintain and No it will not burn other drivers eyes out with the glare

@avg_dad42 @wholemars For real. It's nice for a daily laugh. You can't make this shit up.

@wholemars Watching them move the goalposts is my favorite spectator sport. Almost as entertaining as watching a new lifter try to ego-lift with bad form.

i’m cracking up watching the tesla bears try to come up with excuses for why expanding driverless robotaxis into more cities doesn’t matter

@wholemars The irony of the bears replying to this post - trying to come up with lame excuses for why it doesn't matter 🤣

@wmorrill3 I don't know @wmorrill3, I usually recommend people DON'T test drive a tesla. Unless you want to order one immediately after, and have all other cars ruined for you...

The thing is almost all EV owners were once ICE vehicle owners, and yet almost none want to go back. That should tell you everything. Take a test drive if you have not experienced it yourself, you wont regret it

@DavidMoss @JonBbC_TechGeek

@JonBbC_TechGeek Your HW3 will never be unsupervised

There’s a huge divide in the Tesla community regarding FSD. Optimists vs. Realists Which one are you? I’m both. 🙋‍♂️ 80% optimist, 20% realist. It’s OK to reach across the aisle to those who are whining, complaining, frustrated, angry. Just please don’t throw up a wall. 🙏 People have good points on both sides.

@ABmrJutt Hot, steamy fucking take.

Hot fucking take: Forcing birth just to dump a baby into adoption is way more unethical than having an abortion.

@clintoptions $SPY

As you all know, I’m officially restarting the $500 to $1 Million 2026 Challenge this week 🚀 I’m opening a FREE private X group where you’ll see my exact entries & exits live. To be added: Like + Comment “$SPY” (You must be following!)

@ZacksJerryRig It will cost more than the car!! 😂😂

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

@JoshWest247 @Tesla I can't wait to wrap my UI model X to match real life with my company logo 😁👌

@Tesla Great update!!! Glad to see S & X get some love!

@wholemars 💯

nobody who has a good life is leaving hate comments on twitter constantly

@andesice @TheSonOfWalkley

@TheSonOfWalkley What Robotaxis, the 5 at Austin on a minuscule geofenced area??? 😂😂

CANTOR REITERATES $TSLA “BUY” RATING WITH $510 PRICE TARGET 👀 They’re bullish on robotaxis !

@sakitechonline @wholemars And he reshares @ZacksJerryRig!! Non-stop entertainment. These people aren't real, right?

@sakitechonline @wholemars Definitely following @sakitechonline now! Comedy and retarded takes for days. Go checkout his feed and give him a follow!

Autonomous vehicles will actually increase the number of people who choose to bike or walk, because they will be able to do so safely.