Josh

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Josh

Josh

@JDStringfellow

Katılım Mart 2009
747 Takip Edilen424 Takipçiler
Josh
Josh@JDStringfellow·
@MarkPlackett1 @KeithDPatch @NuveraH2 @AFCEnergy @ABBgroupnews a) Again, nothing to demonstrate that >300kW is infeasible (along with >300kWh batteries, etc). b) Close to meaningless anyway, Toyota has been pushing FCEVs for years with minimal progress, and has seen declining sales of their own FCEVs.
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Josh
Josh@JDStringfellow·
@tavi_chocochip It's about as good as a crowdsourced count can be, but as you've laid out it has clear limitations. The cumulative count is especially meaningless, and the various TSLA boosters posting about each increase are misleading people.
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𝕋𝕒𝕧𝕚
𝕋𝕒𝕧𝕚@tavi_chocochip·
I have some questions about Tesla's Robotaxi service rollout in Austin... At first glance, robotaxitracker.com seems to be great for statistics on the rollout, but some key info is missing, mainly due to the way they source their data: - How many cars are active in Austin at any one time? Cumulatively, 102 vehicles were spotted there (at the time of this post) since the launch of the service, but half of them haven't been spotted in the past month (the one-month interval since last-spotted is used by the site as the cutoff for deprecating a vehicle) and only 14 have been spotted in the last week - How many unsupervised Robotaxis are active at any one time? Same story: a bunch of new license plates are spotted over a couple of days, but unsupervised vehicles from the "older" fleet are no longer seen. - Is Tesla pulling the safety monitors from some of their supervised cars, making them "unsupervised", instead of adding new unsupervised vehicles to the fleet? It kinda makes operational sense for them to do that, but it also means the overall Robotaxi fleet is not growing much. - Why does the service availability in Austin remain so poor, despite all these new vehicles being spotted? One potential explanation (although not confirmed) is that new vehicles are added while older ones are removed and no longer spotted by riders, which makes it look like the fleet is growing much more than it actually is. The uberbulls are eager to celebrate each new spotted license plate, and particularly the Unsupervised ones, while completely ignoring the number of deprecated vehicles (the tracker is simultaneously good enough to spot new cars and too poor to spot most cars in the existing fleet, according to that logic) and the lack of improvement in service availability; they focus exclusively on the cumulative number rather than the more relevant Currently Active number (which isn't actually known). Not trying to be a Debbie Downer, just looking for relevant, actionable info.
𝕋𝕒𝕧𝕚 tweet media𝕋𝕒𝕧𝕚 tweet media
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Josh
Josh@JDStringfellow·
@alex_avoigt >30k by EOY? Now that is quite the #RobotaxiPrediction "No one can deny any more that Tesla is a company that delivers physical AI in large numbers", uhh in this context Tesla has not yet delivered it in large numbers as they're still at 36 RTs at the time of posting.
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Alex
Alex@alex_avoigt·
If Tesla continues to add just 4 unsupervised Robotaxis every remaining day in 2026, as it did yesterday, there would be 1,100 Tesla Robotaxis on the road EOY. But, this is linear thinking, while Tesla scales exponentially, therefore we will see IMO 10,000 to 30,000 Robotaxis by the end of the year. 30,000 Robotaxis are still a small number compared to what will happen in 2027, when hundreds of thousands of Robotaxis will be operating in the US, adding significant value to Tesla and its stock. No one can deny any more that Tesla is a company that delivers physical AI in large numbers. $tsla
Alex tweet media
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Sam Dumitriu
Sam Dumitriu@Sam_Dumitriu·
It is quite striking comparing Reform's impressive campaign in Scotland with this. Not only does it threaten the idea that Country comes before Party, it also just undermines their flagship policy. If you believe the priority is mass deportations and building detention centres, why would you declare that you'll only build them in places where land is v. expensive (or legally protected e.g. National Parks) and locals strongly opposed. It's not a recipe for success is it?
Zia Yusuf@ZiaYusufUK

Important new Reform policy:

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ChargeGuide🇨🇭
ChargeGuide🇨🇭@chargeguide·
App says: available now 🤦🏻‍♂️ Bleicheplatz Wil
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Josh
Josh@JDStringfellow·
@PapaGulfTG @LinkN01 It’s a Launch Edition, they’re for people who have too much money.
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Pap@PapaGulfTG·
@JDStringfellow @LinkN01 It's not because the Tesla Y is such a better car that it paints the right picture. You can get a Y over a Polo! Polo should never be in overlapping price range yet here we are. Polo is doomed.
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Alexander Kristensen
Tesla beats new Volkswagen ID. Polo on price, range and size. For the Launch addition ID. Polo they want 461 900 kr ($49 975). This even puts it above what is needed to get the Swedish EV Tax credit. I'm all for EV's, but this is a bad deal.
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Deus Ex Machina
Deus Ex Machina@nishkidoonoo·
if dallas and houston are any indication of speed, every new city will continue to scale unsupervised robotaxi faster and faster $TSLA
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Josh
Josh@JDStringfellow·
@teslascope "Growth remains exponential and should surpass other popular AVs within five to six months.", this is quite the #RobotaxiPrediction
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Sawyer Merritt
Sawyer Merritt@SawyerMerritt·
It's confirmed, the third one is Unsupervised. That brings Tesla's total Unsupervised Model Y robotaxi fleet to 29 (from 26). • Austin: 20 • Houston: 5 • Dallas: 4 (via @RtaxiTracker)
Sawyer Merritt tweet media
Sawyer Merritt@SawyerMerritt

Another day, another Robotaxi. Tesla has two new Unsupervised Model Y robotaxis to its fleet, one in Dallas and this in Houston. There might be a third as well, in Houston, just need to confirm it's Unsupervised (it likely is).

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Sam Bowman
Sam Bowman@s8mb·
The real giveaway of how bad our rules are is that this will delay the plant coming online. There’s no operational reason there should be a delay - the plan here is to have a fully functional nuclear reactor lying idle until enough nearby land can be seized and flooded for fish.
Sam Dumitriu@Sam_Dumitriu

Natural England have decided that £700m spent protecting fish isn’t enough. They want EDF to do even more before they’ll let them switch the plant on. This will cause a big delay. Put simply, Natural England is a threat to our energy security. telegraph.co.uk/business/2026/…

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Josh
Josh@JDStringfellow·
@Douglasddecker @liorsela They won’t do that, especially not over a sustained period (I can imagine them doing it temporarily, but not for more than a few months).
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Douglas Decker
Douglas Decker@Douglasddecker·
@liorsela There is a down side. When they decide to significantly raise the monthly fee when unsupervised happens, I fear it will price folks out.
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Lior
Lior@liorsela·
I just witnessed a Launch Edition Model Y get rear-ended, hard enough that it’s likely headed for a total loss. 😢 What makes it especially painful is that the Launch Edition came with lifetime FSD baked into the purchase price at a significant premium. Tesla made that FSD license non-transferable. So if the car is written off, the lifetime FSD dies with it. All that extra money paid upfront vanishes along with the vehicle. This is exactly why the FSD subscription model usually makes more sense for most buyers. You pay monthly only while you own and drive the car. If it gets totaled or traded in, you simply cancel the subscription. No massive sunk cost disappears with the vehicle. It’s a reminder that hardware is replaceable, but those non-transferable software licenses aren’t.
Lior tweet media
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Owen Jones
Owen Jones@owenjonesjourno·
@james_e_b_ Not engaging with the point at all, are you! The Commissioner said this approach was justified because the attacker might have a rucksack full of explosives. Why not just focus on that point rather than bad faith bullshit?
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Owen Jones
Owen Jones@owenjonesjourno·
Hold on - what? If police officers think someone might be carrying explosives, protocol is to kick them in the head repeatedly like this? Is that actual police protocol? If so, how is it a wise police protocol? Can someone explain the reasoning?
Sky News@SkyNews

.@KamaliMelbourne: 'The video of the Golders Green terror attack arrest shows the officers kicking this individual in the head. Is that appropriate force to use?' Met Police Commissioner: "In most situations it wouldn't be reasonable, but in that situation it was reasonable."

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Josh
Josh@JDStringfellow·
@axdf8768 @GrindeOptions The robotaxitracker.com site has an active tab for that reason so you can see no. of vehicles spotted in the last 7, 14, & 30 days. Not a perfect measure either, but better than just the total cumulative number. Only Tesla really knows which vehicles are in active service.
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Leo L
Leo L@axdf8768·
@GrindeOptions I’m wondering, is the approach of tracking # of Robotaxi reliable? What if one car with previously seen license plate goes offline for whatever reason, will the chart properly track the removal?
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Cole Grinde
Cole Grinde@GrindeOptions·
ANOTHA ONE FOLKS! The $TSLA Robotaxi fleet added one more full unsupervised vehicle to its Austin Texas fleet. The total is now 26.
Cole Grinde tweet media
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