Tesla cutter

@krassenstein Good decision ! Great choice. You will not go back to any other car.

I might get hate for this too but I bought a Cybertruck. With a young family, safety was important and so is not polluting the atmosphere with $5 a gallon gasoline.

When someone steals from a nonprofit, people should take notice that something is definitely off. Just saying.

@FrankOClark @gnoble79 I did the same thing!

@gnoble79 I was an owner of HW3, and I paid for FSD, full value. I bought one of the first HW4 cars as soon as they were released. I am very pleased at the performance of FSD 14 on HW4, and in my opinion, Elon has fully delivered something that keeps me on the road safely.

Last night was the biggest disaster in the history of Tesla. Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice: Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD." He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation. Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done. BUT IT DIDN'T Those promises are now officially broken. The solution is a "discounted trade-in" toward a new car with Hardware 4. Not a refund or a free upgrade... A discount on buying ANOTHER Tesla. Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS. But that's not even the worst part. Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety. What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe. How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake. Now let's talk about the numbers everyone is celebrating: Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right? WRONG Dig into the actual filing: The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs." They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation. GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap. Let me put that in perspective: 3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings. All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet... 3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year. So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion. The math doesn't work. They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares. The core auto business is literally deteriorating in real time: Tesla delivered 358,000 vehicles in Q1 (missed estimates again). They produced 408,000. That's 50,000 cars sitting on lots that nobody bought. Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year. Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline. And here's what really kills the bull case... The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it: Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation. That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion. And Waymo is YEARS ahead of Tesla in actual deployment. Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15. Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not. The stock is $387. So what exactly are you paying for? You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone. I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981. And I am telling you: Tesla at $387 is one of the most egregious mispricings I have seen in my entire career. THE CRASH WILL BE EPIC

Expanding Robotaxi service!

Focus on Focus...

Tesla driving itself around LA

Finally someone like Sahas came up & spoke the right thing 👏🏻 Hate for specific ethinic group can never gain anything for anyone😡 In yesterday's meeting it was clear that ZERO complaints raised with Frisco City councel 🤓 Next Gen rising 🔥🔥🔥 #Frisco

No, it is not life in Frisco, TX. Anyone can get their mediocre Californian burgers whenever they want. Indians in Frisco are good neighbors and good citizens. I want outside provocateurs out of my hometown.

Artemis II has reached its maximum distance from Earth. On the far side of the Moon, 252,756 miles away, Reid, Victor, Christina, and Jeremy have now traveled farther from Earth than any humans in history and now begin their journey home. Before they left, they said they hoped this mission would be forgotten, but it will be remembered as the moment people started to believe that America can once again do the near-impossible and change the world. Congratulations to this incredible crew and the entire NASA team, our international and commercial partners, but this mission isn’t over until they’re under safe parachutes, splashing down into the Pacific.

NOT AGAIN — Over the past decade, the U.S. has steadily increased the number of residency positions, reaching 43,237 total positions in 2025, the highest ever. Yet even with that growth, the system still struggles to fully align supply with demand. Every year, 93–94% of U.S. MD seniors match, and over 92% of DO seniors match, meaning the vast majority of U.S. graduates secure positions. At the same time, nearly 10,000 international medical graduates (IMGs) matched into U.S. residency programs in 2025, filling critical gaps in the system. Even after the main match, 2,500+ residency positions remained unfilled and had to be offered through SOAP, a process specifically designed to fill vacancies that U.S. grads did not take. IMGs are not “taking” spots at scale, they face much lower match rates (≈58–68%) compared to U.S. graduates, meaning they are competing for and often filling the positions others leave behind. The facts remain — U.S. grads overwhelmingly match at high rates — Certain specialties and locations remain undesirable — And thousands of positions would go unfilled without IMGs Without international doctors, entire parts of the U.S. healthcare system, especially rural and primary care, would be understaffed. How did we end up wanting to blow up everything that adds value to America?

@MaryBowdenMD This is a misleading post. % of U.S. Citizens that matched - 93% % of IMGs that matched - 56% Out of 20k+, only 1367 did not match and its mainly a qualification issue. meanwhile, 5k+ IMGs out of 11k+ did not match.

@beffjezos First they ignore you, then they ridicule you, then when you win they assign credit to someone else. And the cycle keeps repeating.

Education can’t teach you this level of humanity 🥹🥹

I'm joining SpaceX and xAI, working closely with Elon and team to build superintelligence. Together SpaceX and xAI combine physical and digital intelligence under a leader who understands hardware at the deepest level. Add a high-agency culture with frontier-scale resources, and you get the possibility to achieve something truly unique. I’m excited to advance the fields I’ve obsessed over for years, from robotics research to building AI models on the founding teams of Mistral and TML. Both were extraordinary journeys with extraordinary people that shaped how I think about building intelligence from the ground up. Grateful for everything that brought me here and can’t wait to get started.

@micah_erfan @Asmongold That’s how it’s supposed to work or used to. Now it’s about how much money can be made off of bringing them in. Perfect examples of who doesn’t belong in America 🇺🇸!

Hundreds of strangers have shown up for the funeral of a Tennessee veteran who died with no known relatives. This is America.

Busy Bee ... 🐝

Incredible brain test of kids in an Indian classroom…

On Saturday night in NYC I was mesmerized by an exclusive music performance by instrumentalists from Juilliard and NYU, under the baton of Apsara Kasiraman. A special evening of Bach, Mozart, and Tchaikovsky by the “Ensemble Seraphina,” which was founded and directed by Apsara, the conductor. Thank you and congratulations @apsarakasiraman 🎶🎶