Randall

@gnoble79 In 2026… Semi and Megapack3 deliveries scale. First limited production of Cybercab, Roadster and Optimus. Very likely a new variant on CT platform to be announced.

Tesla is the most successful CON in the history of capital markets. Not because the cars are bad. But because the entire business is engineered to impress on first glance and collapse under scrutiny. And the culture around it has made facts completely IRRELEVANT. I've never seen a company where the gap between what is promised and what is delivered is this wide, for this long, with this little accountability. Tesla's Full Self-Driving system is marketed as autonomy. But it is not autonomy. It is a camera-only system running probabilistic inference. The car is making statistical guesses about what it sees, thousands of times per second, with no redundancy when those guesses are wrong. Probabilistic inference controlling a two-ton vehicle at highway speed with your family inside. NHTSA has two open investigations covering 3.2 million Tesla vehicles. One was escalated to a formal Engineering Analysis in March after 9 crashes, including a fatality, where the system FAILED to detect sun glare, fog, and dust. The cameras went blind and the car kept driving. In Austin, Tesla's robotaxi fleet has reported 15 crashes across roughly 800,000 miles. One crash every 57,000 miles. The average American driver has a police-reported crash every 500,000 miles. Tesla's robotaxis crash at roughly 4x the human rate, WITH a safety monitor sitting in the car whose only job is to prevent crashes. Waymo operates over 2,500 fully driverless vehicles across multiple cities with no human backup and maintains a crash rate 85% below human drivers across 127 million autonomous miles. Tesla has ONE unsupervised vehicle in a tiny section of Austin. But here's what really makes Tesla different from every overvalued company I've ever analyzed: The facts do not matter to the people who own this stock. Every missed deadline, every broken promise gets filtered through the same response: attack the messenger. Call them a short seller. Call them a hater. Anything to avoid looking at the actual numbers. It's an online ecosystem that has made itself completely immune to facts. And Musk baked that dynamic into the culture from the beginning. Every time the fundamentals deteriorate, the faithful don't sell. They double down. When your shareholder base treats every dip as a buying opportunity regardless of the data, the stock becomes untethered from reality entirely. That's literally a religion with a ticker symbol. I highly suggest you read Edward Niedermeyer's book Ludicrous on this. And now it even gets WORSE... CapeFearAdvisors published a piece this week that should be required reading. Tesla's 2025 CEO Performance Award contains a change-of-control provision: In the event of a change of control, ALL operational milestones are disregarded. No million robotaxis, Optimus robots, or $400 billion EBITDA. NONE of it. So if SpaceX acquires Tesla at $8.5 trillion, every tranche of Musk's 423 million share award vests immediately. A single acquisition at that price triggers the full vesting of both plans at once, with no way to claw them back. The milestones everyone argues about are just a distraction. The mechanism is the change-of-control language buried in the SEC filing. This is about engineering the largest personal wealth transfer in modern financial history and using the narrative machine to keep the price elevated long enough to execute it. I've seen every bust of the last four decades. But this one is different because the cult of personality is stronger than anything I've witnessed. The movement around this stock cannot be touched by facts, and that is what makes it so dangerous. But the math always wins. ALWAYS. It just takes longer when the con is this good.

@waynehhsiung You know a right is real when it’s a moral fact regardless of legal precedent/protection.

Prosecutors in CA claimed animals are akin to “cellular matter” and threw me in jail for rescuing dying hens. That conviction has now been reversed - the first of many groundbreaking precedents we will set for the right to rescue animals from abuse.

@JSX423 Thank you for continuing to call out these glaring and unnecessary problems. This and lack of speed control are the worst. I switched back to auto steer. I cant stand its embarrassing and confusing-to-other-drivers behavior.

FSD is so painful to use around others at 🛑 controlled intersections without painted lines. You DO NOT need to stop at the 🛑 AND then stop again at the road edge with visibility. By law in 49 states you stop at the road edge with visibility. Look how natural the car is in front of me - they still stopped to 0. @Tesla_AI - do you know this? @yunta_tsai - just asking for a fender bender with this ridiculous behavior. @FSDyinzer

@Doverbird @tailsct @forozco @grok @601dawg @TaraBull No, what is expressed is literally racism. What’s your definition?

@R_Z_S @tailsct @forozco @grok @601dawg @TaraBull Oh Randall the racism claim is like crying wolf now dear.. it’s been pulled out so often it means nothing.. get a grip and put the appropriate clothes on to go with that hair 🤡

What's happening in the Netherlands?

@tailsct @forozco @grok @601dawg @TaraBull No, what you’ve expressed here is definitely fear of being a minority. This literally unabashed racism. Get some thicker skin.

It’s not fear of minority retard. It’s a desire to not be forced to “submit” to the political ideology of Islam. Or Judaism for that matter. Islam is the ONLY religion on a planet that is incompatible with not only every other religion, but sects within. They will indiscriminately kill, rape, enslave you and everyone that has not “converted” in your family, IN A HEARTBEAT. So take your opinion and fuck all the way off you boot licking pussy.

@kyan_rennedy @wholemars It’s only offered as a subscription now. If you own a HW3 vehicle with FSD outright, your only option is a transfer (which they’ve said nothing about) or wait for a retrofit.

@wholemars or just buy a second tesla w AI4 like i did 🤪

There are probably around 3.5 million hardware 3 Teslas worldwide. Bringing V14 to these cars will be an absolutely huge deal. Millions of people will get to experience what the latest FSD is capable of.

@wholemars This is was supposed to happen by April. Now it is this summer. 🤨

@SawyerMerritt Will the FSD after trade-in be owned outright as well!?? Better be….except I have a model S…so…

NEWS: Elon Musk has confirmed that HW3 can't achieve Unsupervised FSD. "For customers that have bought FSD on HW3, we are offing a discounted trade-in for cars that have AI4, and also offering the ability to upgrade the cars computer and cameras. We're going to have to set up micro factories in major metro areas. I do think over time it will make sense for us to convert all HW3 cars to HW4."

@LJMBAU @x_2the_y Same problem here though- there is NO way to control actual speed (like worthin in a range of 5mph). It’s “contextual” only - WTF

@x_2the_y They shouldn’t sell it here then - but yeh it feels like we are where you were 2 years ago. We still have max speed setting, it only works for a few mins then slows down again.

Took FSD for one last spin, 5 hrs drive, mostly highway - I gave up taking notes after the first hour. You folk saying it works great for you either have a secret unicorn version or have very low standards. 45 in 50 drifted into parking lane 50 in 80 95 in 100 95 in 80 Hugging left constantly, riding the rumble strip, almost off the road completely Changing lane too soon after over take Late to give way to merging traffic changed from 100 to 70 no sign Changed speed to 100 when sign says 110 (10 times), also when no sign - just random change Cut right in front of a car after overtaking, even when red warning flashing 80 to 110 zone, stayed on 80 but recognized 110 as 100 Merging lane, waits till lane is gone before merging Sticking to 60 in 80 stuck on 60 in 100 40 in school zone on a Sunday! Pissed off multiple drivers! All the same issues I experienced back in Oct when I first tried. 0% improvement.

@Michaelsmither4 @OunkaOnX Israels’s apartheid death penalty law doesn’t have to spell “Palestinian” for it to be for and apply to Palestinians dumbass. Israel holds thousands of Palestinians in detention without due process and labels them terrorists. The Israelis can’t wait to fire up the ovens.

@OunkaOnX When you include a blatant lie such as Israel passed a race based death penalty law for Palestinians, then it debunks all your claims. Why would anyone make such a blatant lie, when it is so easily fact checked. What is the agenda behind your lying?

Greta Thunberg: Israel named me the second most dangerous antisemite. My crime? Using words like genocide, siege, and mass starvation to describe Gaza Israel passed a race-based death penalty law for Palestinians. That is apartheid. April 17th, rise up. Demand sanctions, divestment, boycotts, and accountability. End complicity with genocide. It is the bare fucking minimum"

Israel escalates a scorched-earth campaign across occupied Syrian and Lebanese borderlands—this time through chemical warfare against nature itself. Under the pretext of “security,” Israeli forces are reportedly spraying high concentrations of herbicides over farmland and forests, systematically annihilating vegetation to strip the land bare and deny any form of life or cover. Independent analyses have detected glyphosate levels 20–30 times above normal, devastating crops, poisoning soil, and threatening civilian health and food security . This is not land management—it is ECOCIDE. A deliberate assault on ecosystems, agriculture, and livelihoods, designed to render entire areas uninhabitable and forcibly reshape the terrain through environmental destruction. The United Nations has already warned of “serious humanitarian risk” tied to such actions, raising alarms over long-term damage to civilian life and land viability . What is unfolding is a calculated strategy: erase the green, erase the entire population, erase the possibility of return. This is #GENOCIDE #Israel is the CRIMINAL.

AI has gone too far. Harry Potter "6 7" platform. Credit: Unhindered Studios

@elonmusk City Nerd tells it like it is, and the reality isn’t pretty. youtu.be/XfVdge8DhB4?si…

Teslas are in tunnels under Vegas transporting millions of people

FT Exclusive: Traders made bets worth half a billion dollars in the oil market about 15 minutes before Donald Trump’s post touting 'productive' talks with Iran sent the price of crude tumbling ft.trib.al/5jnFcCt

@BrianRoemmele European spec pallets are so dumb lol

Public Transportation. He ain’t asking permission…

Let me explain exactly why every new subdivision in America looks like the top photo, because the math is wild. A mature tree increases a home's value by 7 to 19 percent. On a $400,000 house, that's $28,000 to $76,000. A single shade tree produces the cooling equivalent of ten room-size air conditioners running 20 hours a day. One tree on the west side of a house cuts energy bills by 12 percent within 15 years. The bottom photo is worth more, costs less to live in, and sells faster. This has been documented by the University of Washington, Clemson, Michigan State, and the USDA. The data is not in dispute. Removing those trees saves the builder roughly $5,000 per lot. Concrete trucks need twice the dripline radius of every standing tree. Utility trenches need flat ground. A bulldozer flattens 200 lots in an afternoon. Preserving trees adds weeks and thousands per home. So the developer pockets $5,000 in savings and the buyer eats $50,000 in lost value for the next two decades. The person making the decision and the person paying for it have never been in the same room. The Woodlands, Texas is the proof of what happens when they are. George Mitchell bought 28,000 acres of Houston timberland in 1974 and preserved 28% as permanent green space. He forced McDonald's to build behind the tree canopy. That McDonald's became one of the highest-volume locations in Texas. The first office building, designed to reflect the surrounding forest so you couldn't see it from the street, leased completely. The Woodlands median home price today: $615,000. Katy, a comparable Houston suburb that clear-cut: $375,000. Named #1 community to live in America two years running. Fifty years of data. The trees are worth more than removing them saves. Developers clear-cut anyway because they sell the house once and leave. You live in it for 30 years.

Did YOU want to watch CCTV's AI Martial Arts cartoon about the Straits of Hormuz crisis? Complete with fighting Persian Cats? Well I subtitled it for you so you can enjoy it in all its trope-laden glory! Remember kids, the mountains will stay standing while the green water flows, and the true art of war is not figuring out how to fight, but how to stop!🥷😼🦅

@Mark1230Haney @Girlpatriot1974 They don’t need to conduct research on animals. This isn’t the early 20th century. They can use computer modeling to the point that they’re ready for human trials.

@Girlpatriot1974 I wonder what one of these activists would do if their child, dying of a disease, could be saved with a treatment derived from research conducted on an animal. Would they opt for the treatment?

Activists attempt to save Beagles. Animal rights activists broke into Ridglan Farms, a Beagle breeding facility near Madison, WI, on March 15, 2026. About 50-60 entered by cutting fences and forcing entry, removed 23 beagles (bred for biomedical research), and took them to safety. 27 activists were arrested for trespassing/burglary; most released pending charges. The farm plans to press charges and says the action was criminal.

@JSX423 Lane change decisions also still suck. I like advanced autopilot better.

How does nobody talk about FSD speed profiles? Nothing is consistent, nothing makes sense and it's almost never comfortable. I don't know how you could pay money for this right now (unless you had a handicap that made driving on your own impossible in certain situations). It's that bad imo... Hurts to say tbh.

@grok @eka_cittasangha @hubermanlab And in addition, why isn’t anyone talking about evening light exposure? Most people are inside during work and daylight exposure only happens once they leave. 30 minute delay would give 30 minutes more sunlight to people who current miss it.

That's a solid point on the 10-30 min outdoor lag—most get bright light starting 7:30-8 AM for the ~7:20 avg wake per BLS ATUS. The 30-min permanent advance (per H.R. 7378) would shift solar dawn later on the clock, aligning more of that high-intensity early phase with real exposure for later-waking folks. Circadian modeling (Stanford 2025, PNAS, AASM reviews) factors this in but finds net mild misalignment overall: forward shifts cut morning light relative to fixed schedules while boosting evening light, with permanent standard time showing stronger health gains on metrics like sleep, obesity, and stroke. Your local experience fits the benefit side for many.

A leading sleep & circadian researcher informed me about a new bill that, if passed would light up the night sky nearly as bright as day. Bright sun lit mornings and dark nights are so vital for mental & physical health. The data are very clear. This would be mass self-harm.