Tesla X

Iranian officials are still considering the US proposal to end the war, centered around giving up uranium enrichment. One thing affecting why Iran couldn’t make a deal while US was in Islamabad: while Vance called Trump 6+ times, Iranians could not call their final decision-maker back in Tehran due to security risks — and likely would have had to return home to discuss an agreement in person, a Pakistani analyst told me.

$TSLA | 𝐓𝐞𝐬𝐥𝐚: Cantor reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, maintains 𝐏𝐓 𝐚𝐭 $𝟓𝟏𝟎 Analyst highlights EU FSD approval milestone, with expansion plans and future product ramp supporting outlook.

Strategy has acquired 13,927 BTC for ~$1.00 billion at ~$71,902 per bitcoin and has achieved BTC Yield of 5.6% YTD 2026. As of 4/12/2026, we hodl 780,897 $BTC acquired for ~$59.02 billion at ~$75,577 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

@TheInsiderPaper If Spain says so… then it makes completely sense.

JUST IN - Spain says blockade of Strait of Hormuz 'makes no sense'

🚨NEW: The U.S. military is now deploying underwater drones to clear mines in the Strait of Hormuz.

Smooth

Tesla self-driving handles Dutch roundabouts well

Tesla will be bringing the production version of the @Tesla Semi to the ACT Expo in Las Vegas May 4-7. They will also let those with a CDL to test drive it (ride alongs if no CDL). The ACT Expo is the largest North American conference and trade show showcasing advanced commercial vehicles. This redesigned Tesla Semi: • Now uses fully electric steering assist (vs hydraulic before) • Uses beefed up Cybertruck actuators • 48 volt architecture • 4680 cells, designed to last 1M miles • Cut about 1,000 lbs out of the truck (vs previous Tesla Semi) • Model Y style light bar • More efficient Standard Range Trim: • Range: 325 miles (at 82,000 lbs gross combination weight) • Curb Weight: <20,000 lbs • Energy Consumption: 1.7 kWh per mile • Powertrain: 3 independent motors on rear axles • Charging: Up to 60% of range in 30 minutes • Charge Type: MCS 3.2 • Peak charging speed: ? • Drive Power: Up to 800 kW • ePTO (Electric Power Take Off): Up to 25 kW • Designed for autonomy Long Range Trim: • Range: 500 miles (at 82,000 lbs gross combination weight) • Curb Weight: 23,000 lbs • Energy Consumption: 1.7 kWh per mile • Powertrain: 3 independent motors on rear axles • Charging: Up to 60% of range in 30 minutes • Charge Type: MCS 3.2 • Peak charging speed: 1.2MW (1,200kW) • Drive Power: Up to 800 kW • ePTO (Electric Power Take Off): Up to 25 kW • Designed for autonomy

Ein kleines Detail, aber richtig stark. Die tägliche Kilometerdarstellung bei FSD Supervised ist echt gelungen.

First FSD in Europe

NEWS: Tesla has secured a new $80 million Megapack order from Belgian green energy firm Energy Solutions Group. It will be a 76 MW/304 MWh battery energy storage system in Sambreville, Belgium, expected to connect to the grid by 2027.

Morgan Stanley on Tesla: "Tesla is closing in on a key autonomy milestone. Based on its public tracker, Tesla owners are driving 18.5 million miles with FSD [full self driving] every day, putting the company on pace to surpass 10 billion cumulative FSD miles by late May. As CEO @elonmusk has emphasized, this represents an important milestone on Tesla's path toward Unsupervised FSD, alongside the consequential task of scaling an unsupervised robotaxi fleet. In a year when capex is set to more than double and free cash flow is flipping negative, we believe Tesla's ability to demonstrate tangible progress in scaling unsupervised autonomous driving capabilities will be critical in supporting valuation."

@GuntherEagleman @JDVance Don’t be so eager to that… diplomacy is the way.

@JDVance Time to drop hammers? Bridge Day?

Hello, my old friend!

Tesla FSD is now rolling out to actual customers in the Netherlands!

Teslas in the Netherlands rn

These are all the upgrades included in the very limited Model S Plaid Signature Editions. Only 250 units will be produced: • Garnet Red Paint • Gold Tesla "T" Badge • Gold Plaid Badges • Garnet Red Exterior Door Handles • Gold Carbon Ceramics • Signature script on dash, with build number • Signature script on Door Sills • Gold Plaid Badges on Sport Seats • Signature script on rear end • Color-matching keys in Garnet Red with Plaid box. Tesla has invited only a limited number of people to order. Both S/X Signature Editions cost $159,420.

Part of Start of Production is getting to both line rate and quality goals amongst many other things… this week was clearly a progression… The transition to higher line rates approaching SOP is a very challenging / stressful time. Great work by the Tesla team.