Jaime Fernandez RodriguezZ

1/ Introduction Some of the most important proposals in Tesla’s history are up for voting in this year’s shareholder meeting. In this thread, I am exploring my thoughts on the proposals. In my opinion, proposals 3, 4, 6, 7, and 13 are the most important ones; if you read and engage with this, I would appreciate input on these proposals above all the others. I’ve written, re-written, and re-re-written my thoughts and how I present them. Covering all topics and exploring my thoughts in a succinct way is incredibly hard; the topics are all over the place and immensely complex. I would really appreciate your input. However, if you are not going to engage in good faith and with an open mind, please refrain from responding to anything – your takes are noise, and I’d rather keep the signal to noise ratio high. Thanks! This is not a thread that can be engaged with in a few minutes. It’s long and nuanced; engaging with it properly will probably require you to concentrate and reflect on what is being explored. If you do not want to put in the time, save your effort for something else; don’t start reading. If you do wish to engage with this, I appreciate you taking the time to do it properly. I look forward to hearing what you have to say. Thank you!

It's just the expectation (or hope) of a single employee!! The employee could have been lying to get me to buy a Tesla for all I know 🙄. He was excited about the Tech and getting it approved in Spain, as are all of us, but again, it's just one persons interpretation of what their colleagues tell them (if anything). If they had privy information they cannot share it, so it's always going to be speculative.

@earcos Es bastante jarto. Mucha gente reinterpretó mis palabras y las hizo sonar como algo más que la expectativa (o esperanza) de un único empleado. ¿Hice algo mal al publicarlo, aunque sea cierto que ese empleado me dijo eso?

Esta cuenta, a la que tengo bloqueada y recomiendo que la bloqueen y la reporten, farmea views y clicks con noticias falsas como esta, y por supuesto se subió al tren de la noticia basada en nada.

Ya tenemos otro caso de un tweet que ha despertado la vorágine de cuentas pro-Tesla asegurando que el FSD se aprueba en España el próximo 30 de junio. Similar a lo de la batería de Sunwoda del Model 3 canadiense, que nunca fue, aparecen decenas de cuentas con miles y millones de seguidores diciendo que este tweet al que cito confirma la llegada del FSD a España en unos días. Que no confirma nada, y que la fuente es cuestionable. Detrás, generalmente, hay personas que tienen un total de cero ética periodística, ni un solo problema en inventar y muy probablemente un número significativo de acciones de Tesla y/o fanatismo desmedido por Elon Musk. Ojalá el FSD llegue a España mañana. Pero no hay ningún indicio o información relevante de que llega el 30. Y la gent que sabe cuándo se aprueba, no lo va a revelar de ninguna manera, ni dará indicios, ni dirá que lo sabe. Los NDAs son muy fuertes y las implicaciones son grandes.

@APC_Aviation @alex_avoigt Nadie sabe cuando va a pasar. Era su expectativa, pero ver veremos

@Jaime_Fe_Ro @alex_avoigt Pedazo de troll como no sea verdad

🇪🇸 Spain is clearly a good candidate for FSD supervised approval. Lets get the momentum going.

@eViLJoKeZz @alex_avoigt Un empleado de Tesla

@Jaime_Fe_Ro @alex_avoigt Pero conoces a alguien en la DGT o cómo?

@STD19781007 @alex_avoigt No sé, la verdad. Me dijeron que pensaban que era inminente y que posiblemente sería el día 30.

@Jaime_Fe_Ro @alex_avoigt Entiendo que los empleados de Tesla se referían a la reunión del día 30 en Europa, que por cierto no será definitiva en ningún caso; no habrá votaciones.

@riktov @stephenbalaban @imagine Free cooling from the wind xD

@stephenbalaban @imagine Would it move? If so, why? If not, what is the point of it being a train?

The average diesel electric locomotive is 3-5 MW of power generation. Imagine a Starlink connected train data center. Permitting by the Federal Railroad Administration. Snowpiercer for AI. Grok @imagine did a great job.

@brendan_evers @riktov @stephenbalaban @imagine Lmao

@riktov @stephenbalaban @imagine avoiding permitting issues seems to be the idea. not subject to local zoning boards and planning commissions, DEPs, or NEPA AFAIK. Unlikely to be real, but a clever idea

@earcos @JaimeOdena Mala mia. No se que proceso hay para legalizar FSD en España.

@Jaime_Fe_Ro @JaimeOdena No, quien tiene que aprobar el FSD en España es el Ministerio de Industria.

Viendo este tipo de posts me pregunto… es cierto esto? O son ilusiones que nos hacemos para ser un poco más feliz? @earcos qué opinas tú mi querido Eduardo?

@scan720_ @alex_avoigt I was wrong x.com/i/status/20676…

@Jaime_Fe_Ro @alex_avoigt Okay. Thanks a lot. Having Spain on our side would be a huge deal

@JaimeOdena It's misquoting what I said x.com/i/status/20676…

I don’t believe you :(

@genejchan Is this not too obvious for an arbitrage trade? What are the risks?

$SATS is still trading at a similar 40+% discount to $SPCX

@scan720_ @alex_avoigt Spain only. I think it would be the DGT (Direción General de Tráfico) approving Supervised FSD for use by Tesla vehicles, but don't quote me on that

@Jaime_Fe_Ro @alex_avoigt You mean Vote via TCMV Meeting or approval only for Spain?

Why did you unfollow and block me @TeslaBoomerMama?

@TeslaNewswire It's the employees' expectation, nothing is confirmed. "Spain is reportedly planning to approve Tesla FSD (Supervised) on June 30!" is not what I said.

🔥🇪🇸 Spain is reportedly planning to approve Tesla FSD (Supervised) on June 30! 🇪🇸 👀 The country has been testing the system since November with a small fleet of roughly 19 to 30 vehicles, covering at least 80,000 km (~50,000 miles) of driving.

@brujulap @KRoelandschap @wholemars @herbertong @SawyerMerritt Data

@KRoelandschap @wholemars @herbertong @SawyerMerritt I don’t know what are they waiting for…

Tesla is quietly building a huge autonomous driving dataset in Spain 🇪🇸 30 vehicles, 275,000+ km driven and ZERO serious incidents Authorization FVA-03/2025 under Spain’s ES-AV framework covers the entire national road network. Unlimited, any road, anywhere in the country No other player currently comes close to that scope Every other authorized operator in Spain is running 1-3 vehicles max on fixed, local routes Others: SAE Level 4 shuttles, buses, street sweepers are all restricted to specific cities or campuses Tesla is the only SAE Level 2 participant operating at national scale, which tells you everything about where DCAS/FSD Supervised actually sits in the European regulatory conversation What does 275k km of supervised FSD data across Spanish roads mean for the EU rollout? Probably nothing right?!? Just move along now

@manojppcexpt @p_ferragu To what exactly? If AI is better at everything, there is no pivot

@p_ferragu AI shifts jobs more than it steals them.

The argument that AI will steal jobs is rooted in the zero-sum game fallacy. This is what makes it despicable.

@tavi_chocochip @p_ferragu Bad news, robots are getting trained to weld too.

@p_ferragu AI will definitely make certain jobs obsolete, just based on comparative labor costs. It will particularly impact white-collar jobs. “Learn to weld” will become the new “Learn to code”.

Are you telling me Taxi drivers will find another job driving once cars are autonomous? Or that they will move to a different job? Maybe moving boxes... Wait, that will be automated too. Maybe sorting packages? Nevermind... Call center? Programming? Data analyst? Firefighter? Surgeon? As AI becomes smarter all jobs get automated. Maybe not fully, but still enough to put most people out of work. Total jobs probably go up, but they won't be done by humans for the most part.

@Stockrates007 @IncomeSharks @CheddarFlow @corgil SpaceX had a 20 year head start on AI... What are you talking about?

@IncomeSharks @CheddarFlow @corgil I dont understand the comparisons for space X to OpenAI/Anthropic. Spcx had a 20 year head start on AI, a monopoly on satellites, rockets, energy, and they have Elon. Tryna compare valuations of these companies as apples to pickles

OpenAI’s financials have leaked, showing $21 billion in losses against $13 billion in revenue, per Fortune