Producer Tim

@Teslarati Range.

Would you rather have: Faster Charging ⚡️ 🔌 OR Longer Range 🔋 🚗

@runwayml @nvidia @NVIDIAGTC 👀

A breakthrough in real-time video generation. As a research preview developed with @NVIDIA and shared at @NVIDIAGTC this week, we trained a new real-time video model running on Vera Rubin. HD videos generate instantly, with time-to-first-frame under 100ms. Unlocking an entirely new creative paradigm and bolstering the foundations of our General World Model, GWM-1. Real-time generation opens a fundamentally different design space for video models and world simulation. We're investing in co-designing our models alongside advances in hardware to keep pushing this frontier.

@JessePeltan Yes.

Regardless of what happens in Europe and the U.S., the world is moving to EVs. There is nothing that western automakers can do to reverse this trend, and geopolitical risk in oil will only accelerate it. Either get good at EVs, or wither away.

@shillman1 There is so much fraud that they can just look into any opponent and probably find a legitimate violation to dispense with them.

Convicted fraudsters Trump has pardoned this year: Jason Galanis — ~$200M+ Joseph Schwartz — ~$38M Lawrence Duran — ~$205M (Medicare fraud billed; ~$87M paid) Carlos Watson — ~$60M investor fraud Trevor Milton — ~$20M+ investor losses Todd Chrisley — ~$30M bank fraud Julie Chrisley — ~$30M bank fraud Devon Archer — ~$60M tribal bond scheme George Santos — ~$44K–$1M+ (multiple fraud schemes) Michele Fiore — ~$70K charity fraud Brian Kelsey — ~$90K campaign finance fraud Scott Jenkins — ~$75K bribery/fraud scheme Paul Walczak — ~$10M+ tax fraud Adriana Camberos — ~$1M+ counterfeit/fraud

@MassieforKY ⌨️🦸

The problem with taping an ad about the U.S. debt and airing it a few months later: When we filmed this, the debt was a trillion dollars less than today! Please keep my campaign out of debt: secure.thomasmassie.com/donate

@cybertruck @DrJPharmD01 @Tesla_Optimus Optimus will be able to reverse the apocalypse.

@DrJPharmD01 @Tesla_Optimus Can @Tesla_Optimus survive an apocalypse though

Cybertruck is the best Tesla

@ElectrekCo @FredLambert A better link from her interview with the CEO. This mule testing at these rates has been taking place since October 2025. youtu.be/A_qm37NjW5A?si…

@ElectrekCo @FredLambert Miss GoElectric published this video in her detailed report more than two months ago. youtu.be/RbGxbII44eE?si…

Donut Lab shows solid-state battery pack charging at 100 kW in Verge motorcycle electrek.co/2026/03/16/don… by @fredlambert

@oakman137 As shown more than two months ago on the Miss GoElectric channel youtu.be/A_qm37NjW5A?si…

Finnish startup Donut Lab has released first pack-level test results for their solid-state battery in a real vehicle: an 18 kWh pack in the Verge TS Pro electric motorcycle sustained over 100 kW charging (5C rate) for five minutes. It charged from 10% to 50% in five minutes, hit 70% in just over nine minutes, and reached 80% in 12 minutes - three times faster than the previous lithium-ion pack, using air-cooling only. Donut Lab claims 400 Wh/kg cells with 100,000-cycle life, and this demo shows the tech working at pack level in a production-intent setup. Verge plans to deliver bikes with these batteries starting Q1 2026, including an extended ~30 kWh version for up to 370 miles range. My view as an investor: impressive real-world charging demo if it holds up, and could point to faster progress in solid-state tech - but still plenty of skepticism out there on scalability and long-term claims, so watching closely. electrek.co/2026/03/16/don… #Tesla #DonutLab

@om_patel5 Brilliant!

stop spending money on Claude Code. Chipotle's support bot is free:

@TheEVuniverse Just the latest of many: Hypercar Maker Rimac Reveals the Fully Autonomous Verne Robotaxi share.google/jZ7ewzKd8VVBkr…

Oh no Lucid a two-seater robotaxi is a TERRIBLE idea what if I am riding with my family?!?! - nobody ever, somehow

@itskyleconner @RJScaringe What are the stories behind the unraveling of Rivians partnerships with Ford and Mercedes? share.google/SQBBYOT9rLY5ap… share.google/kLy3htjiwruzrP… What is the current temperature between Rivian and VW?

I’m filming a quick conversation with @RJScaringe tomorrow afternoon. I’m planning to ask him whatever *you* want me to. Submit your questions below, I’ll sort through them, and directly ask him what you want to know.

@FutureAZA @AlwinLook I have no investment in NIO or CATL or the other 50 automakers now investing in the Chinese battery swapping infrastructure expansion. I observe the full breath of motives and recognize the astronomical data and strategic development advantage they have over hobby editorialists

@MrGoElectric @AlwinLook Go all in, my friend. CATL makes money selling batteries, and swaps require TONS of excess batteries.

Tesla did experiment with battery swaps early on, but yes, they abandoned the idea. It sounds like a good approach, but once you dig into the financials and logistics, it gets a lot harder to justify. Add to the equation how quickly you can charge the newest cars, even on a Nio charger, and it makes sense for fewer and fewer owners. The Nio cult's shroud of hopium is impervious to such weapons as math and reason. They do have sane investors, but their voices are drowned out by the willfully blind lunatics who want us to believe it's better to pay $13-18k while the battery is still under warranty so that, should it fail thereafter, it can simply be swapped out. They also think the Model S pack is the best comparison for replacement cost, even though it's always been a limited production vehicle with very large packs made from components imported from Japan. Many of these people refuse to look at 3/Y replacement costs because they know their argument collapses once they do. Your battery will outlive your car. That's true of nearly all brands including Nio. If someone is genuinely concerned that the battery in a Nio will fail, they shouldn't buy it in the first place. Nio uses CATL cells, which are among the best in the world. I have absolute confidence they will not fail, and so does Nio, or they wouldn't be offering this service. They also believe having a subscription based battery will improve their resale value, but the opposite is true. A used car buyer is extremely value conscious. If their payment limit is $300/month, that $100-150 for the battery subscription will have to come out of their payment budget. That drops the resale value by $10k-18k. But let's talk about the swap stations themselves. Considering Nio's latest chargers get you 10-80% in 12 minutes (BYD and others charge even quicker,) that makes a single stations throughput roughly equal to 4 charger handles when remembering that you never get a swapped battery at 100% SOC. A swap station is significantly larger, more complex, and more expensive than 4 charging stalls for equal utility. If 4 cars arrive to charge, they can all leave within 12 minutes, though likely less since most drivers arrive above 10% SOC. But if there's a line of 4 cars to swap, you're still waiting 12 minutes, and unlike with charging, you're stuck waiting in your car. You can't wander off to get a snack, stretch your legs, or use the restroom. That's an inarguably worse experience. Add to it that, unlike chargers, swap stations have to be built out in the open due to fire regulations on the storage and handling of HV battery packs. Even if you could put one in a multi-story parking garage, you'd require two floors since half the station is underground. Between the regulations and logistics, it's just not feasible. So the reasoning doesn't work for buying new, it doesn't work for buying used, it doesn't work for saving time for the overwhelming majority of buyers, and it doesn't make sense for resale value. To the Nio investors convinced this is the future, please understand that I have looked at this. I've been studying it since Tesla first unveiled their version. I've talked to enough engineers to fully grasp what's going on, but also enough of the business minded folks to see the obstacles beyond the engineering. I've weighed the potential for stationary energy arbitrage, for benefits to apartment dwellers, for emerging partnerships, all of it. I've called a lot of balls and strikes over the years and the replay always shows my calls are accurate. Swaps have been a great transitional technology, but the added weight, cost, complexity, and inherent limitations present an extreme series of hurdles. Hurdlers can still win the gold, but only against others running the same race. The actual fastest time will go to the sprinters who skip them altogether.

@AlwinLook @FutureAZA Those with the most information and the most skin in the game are absolutely showing us where the math points. CATL's battery swap ecosystem expands as GAC and BAIC set to launch new models - CnEVPost share.google/0I5DDkCiSHHJIa…

@FutureAZA @MrGoElectric I once thought the Prius was an incredible invention, then my cousin told me a full electric drivetrain made more sense. That was the first time I'd heard of an electric car. Similarly, battery swaps only "sound incredible", but maths tells us what really makes more sense.

@FutureAZA I did including this part: "unlike with charging, you're stuck waiting in your car."

@MrGoElectric Bro, you have to ACTUALLY READ my post.

@Endreshazam @XueJia24682 CATL's battery swap ecosystem expands as GAC and BAIC set to launch new models - CnEVPost share.google/J4zMlHtLHa9wij…

@Endreshazam @XueJia24682 Swapping is a crucial part of the EV adoption story for certain buyers and businesses. CATL SEB and their 50+ partners also demonstrate that daily with continued investment

✨🇨🇳This is NIO's fully automatic battery swap. It takes only 3 minutes to get a fully charged battery, no need to get out of the car.

@Endreshazam @XueJia24682 They paid for the manufacturing, installation, and stocking of adding 700 new swapping stations last year. When expansion is taking place, capex is huge and simultaneous profits are not accountable. They are pulling back the slingshot.

3.4% of what? While Nio is now making a profit on each vehicle (~ mid 2025) they are still losing $$. Why? Well, as reported by them:* "...expansion costs (e.g., battery swapping infrastructure) which contributed to the annual loss". FYI: Nio only bears ~40-60% of the cost of each battery charging station, they got others, namely CATL, to pay the rest. * latest financial results (released March 10, 2026)

@Endreshazam @XueJia24682 Answer: 3.4%

@Endreshazam @XueJia24682 Magic? 2% of the world's largest car market in the world? Not bad. What percentage of US auto sales are Tesla... our biggest EV automaker?