Jay Dotare

@pete_raf @thejefflutz That's actually my point. No one cares when GM does a few hundred Hummer EV's and reports a high % growth but if Tesla does 50k less one quarter even though they do almost 2M a year all of a sudden the % decline is a massive demand issue for Tesla supposedly.

Car manufacturer A produced 1 car this year and 10 cars the next year, it would have 1000% growth And company B produced 20 mil cars this year and 30 mil next year, it would have a 50% growth. If you don't understand now why growth expressed in % for low numbers is useless, I can't help you my friend

Look out 👀 if a few weeks in a row continue at this pace $TSLA

@pete_raf @thejefflutz That's what car manufacturers do though. They count EV sales growth for example as a % increase whether is hundreds of EV's or hundreds of thousands. No one seems to mind percentages then.

@JDotare @thejefflutz That is a true statement. Still, % growth is not a good a good metric when we talk about low absolute numbers.

@pete_raf @thejefflutz But if 40-50% increase can be sustained, it will increase very fast. That's the point of a ramp.

@thejefflutz these are small absolute numbers to be expressed in % increase.

@thejefflutz Let's go!

@Commuternyc Not if it looks like that.

Tesla pressure points: •📉 Weak core profitability •💸 Heavy spending commitments •🤖 Delays in future tech (AI/robotaxis) •🚗 Ongoing concerns about FSD reliability •🏭 Manufacturing / quality scrutiny •📊 Falling or stagnant stock despite mixed news $tslaq

@OrlandoLorenzo @SawyerMerritt Everyone looking at the website thinking about buying one will see it, which could push those serious buyers over the fence.

Yeah only nobody will know about it except the Tesla close followers who already own a tesla and already has convinced every persuatable person in their circle to get one. Tesla needs to advertise! It’s is just malpractice not to do it, specially knowing Elon finds advertising useful for Starlink.

Tesla is now offering one year of free Supercharging with all new Model 3 Premium and Model 3 Performance orders in the U.S.

@JSX423 @SawyerMerritt All OEM's have incentives.

@SawyerMerritt I don't know why you don't realize that this is bad LOL

@grok @HillaryLinMD What is meant by proven casual?

Adults 50+ benefit most, per the studies and standard guidelines. Shingles risk rises sharply with age, and the observational data (Wales natural experiment, USC aging cohort, European Heart Journal CV analysis) showed the strongest signals in older groups—lower dementia incidence, slower epigenetic aging/inflammation, and 20-25% reduced stroke/heart risks. Those with weakened immunity or higher baseline CV/dementia risk see amplified potential upside. Effects aren't proven causal yet, but the quasi-randomized evidence is consistent. Consult a doctor for personal fit.

The most promising longevity drug isn't a peptide or metformin. It's the Shingles vaccine. New data shows it slows biological aging and lowers systemic inflammation for 4+ years post-shot. We are seeing a 20% reduction in new dementia diagnoses and a 25% lower risk of stroke. Stop waiting for a magic pill. One is already on the shelf.

@HillaryLinMD @grok What is meant by proven casual?

@HillaryLinMD @grok are these claims true? Has this been proven?

@WR4NYGov Grok seems to verify that some of this is indeed true 🤔

@grok @HillaryLinMD So who would be benefit most from taking the vaccine?

Yes, the claims are supported by recent peer-reviewed studies. - 2026 USC study (Journals of Gerontology): Shingles vaccine linked to slower epigenetic/transcriptomic aging + lower inflammation, effects lasting 4+ years. - 2025 Nature study (Wales natural experiment): ~20% relative reduction in new dementia diagnoses (stronger for vascular dementia in some data). - European Heart Journal studies (2025): ~23-26% lower risk of stroke, heart attack, and major CV events. Strong observational evidence (including quasi-randomized designs), but not yet proven causal via large RCTs. Promising for longevity research.

@elonmusk Very

Interesting

@FutureAZA Yes, but they are asking because they want to know when the bulk of Tesla owners (probably 7-8 million) are going to be able to us FSD supervised and greatly increased the take rate all at once.

Well, this is frustrating.

Guys please don't have unprotected FSD with your Tesla's, you don't know if it's ready for an Unsupervised relationship just yet 👀

@bradsferguson @elonmusk @DevinOlsenn But is it good enough not to leave you and take 1/2 ?

@elonmusk @DevinOlsenn If 14.2 is good enough to bring home to your parents, 14.3 may be good enough to make babies with.

🤖FSD V14.2 First Impressions Drive 🚗 Although the release notes made this update seem small - it feels to me like this is the refinement we have been waiting for in V14. All of my driving today was very smooth with no brake issues - I drove through HEAVY construction, parking lots, highways, etc and had no issues at all related to braking. We did run into a problem where the car got stuck trying to leave the parking lot - this is a problem that a larger context window would likely fix. Enjoy Chapters 00:00 Release Notes 01:00 Livestream Tonight 01:20 Self-Driving Stats 02:05 Another new V14.2 Feature 02:45 Drive Starts with a small issue? 03:38 Great lane change 04:30 Destination Park 04:50 Leaving Parking Lot 05:30 Cannot trust peoples turn signals 06:30 Great job slowing for yellow 07:45 Standard feels slower than V14.1.7 08:30 Funny destination parking 10:20 Drive Thru Test 12:35 Taking a left turn where it should not 13:40 What do you want to see on the live stream? 14:25 Destination Parking 14:45 I appreciate the signal use by FSD 16:15 Testing Nag 17:05 Great job moving out of collapsing lane 17:40 Destination Parking 18:10 Not fully stopping for stop sign 19:15 Driving slow in construction zone 20:30 Destination Parking 21:00 Disengagement - Stuck in parking lot 23:15 Polite Behaviour by FSD 24:50 GREAT job parking amongst construction 25:45 Amazing job leaving area 26:50 Good job through construction 27:30 Nag more strict at times? 28:25 Hesitation with the wheel 28:35 Terrible park job 30:51 What would you do here? 31:50 Catching up after my birthday 32:50 School Zone 33:50 My new Cybertruck Model 34:15 Great job moving around parked vehicle 35:20 More wheel jerking while parking 35:55 100% Self-Driving 36:10 More wheel hesitancy 36:40 QoL improvements for the Self-Driving Stats 39:00 FSD drives better than me 40:35 V14.2 Profiles feel slower than V14.1.7 41:50 Autonomy is such a hard thing to solve 43:15 My thoughts on V14.2

@tslaproxy @elonmusk @Chansoo I think the "puzzle" as he called it never was what people thought. The puzzle was figuring out "how" to bring everything together with 14.3 so AI3 and AI4&5 can all run simultaneously. I think you can expect V14 lite this year and AI5 and V15 next year.

Elon, thanks for the insight but based on your earlier post we all thought v14.3 would unlock mass scale self driving. ‘The last big piece of the puzzle’ which has obviously turned out to be wrong. Does this mean Robotaxi mass scale out will be delayed? Could you set out your thinking and rough roadmap? Will v15 allow wide scale unsupervised driving? Will RoboTaxi be able to mass scale unsupervised using V14.3? When can we expect V15? I know it’s not easy to forecast but we now don’t know what to think and when the stock is tanking it’s not easy to stay calm when there’s so many unknowns Thanks 🙏🏻

Tesla V14.3 self-driving review. The point releases will bring polish. V15 will far exceed human levels of safety, even in completely unsupervised and complex situations.

@OverlyTrev @SawyerMerritt What exactly does that mean? (What Elon said)

@SawyerMerritt Interesting, I guess it’s taking a lot of training for this model lol. I wonder if we get the upcoming improvements with V15 🤔

NEWS: Elon has confirmed that FSD V14.3 is not the 10x parameter model. FSD V15 will be the large model.

@wokerandomism @FredipusRex @Tesla_AI I'm using V14 on AI4 and you can look away for a long time, even turn your head sometimes

@FredipusRex @JDotare @Tesla_AI That's the point. Can't wait for them to release unsupervised FSD soon enough

New release of FSD Supervised now starting to roll out This update brings 20% faster reaction time to further increase safety, among many other improvements Full release notes below Full Self-Driving (Supervised) v14.3 includes - 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. - Rewrote the AI compiler and runtime from the ground up with MLIR, resulting in 20% faster reaction time and improving model iteration speed. - Mitigated unnecessary lane biasing and minor tailgating behaviors. - Increased decisiveness of parking spot selection and maneuvering. - Improved parking location pin prediction, now shown on a map with a (P) icon. - Enhanced response to emergency vehicles, school buses, right-of-way violators, and other rare vehicles. - 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. - 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.

@NewbieForeva @TonyRizzo69 @Tesla_AI Since you're already at the destination (clich "home") in your driveway) you can just turn around (if facing forward) engage FSD then just back in manually with FSD on. The car should learn from this behavior and do it automatically next time. Worked for me ( on 14.2...)

@JDotare @TonyRizzo69 @Tesla_AI How do you “ manually backing in while FSD is on?