Virtual View Inside

@wholemars One Cyber Cab spotted in Las Vegas

The majority of Robotaxi rides in Austin are now fully driverless

@MarioNawfal @Tesla Spotted in Las Vegas

It’s happening. Cybercab is in volume production. No steering wheel. No pedals. Nothing to take over. It’s made to drive itself from day one. Under $30K. Can’t be ignored. Now it’s real. @Tesla

@JoshWest247 @TeslaPrice One was spotted in Las Vegas yesterday!!!!

Production Glossy Cybercab pulls a 3 point turn! NO FSD! 😮

@ericjackson Moron, can you just stop putting this garbage on the Internet?

Tesla raised capex to $25B, admitted 3.5M cars can’t run Robotaxi FSD, softened timelines… and only fell 2%. That’s not punishment. That’s absorption. Wall Street may be missing the real signal again. Day 248

@nateherk I don’t care how good ChatGPT is. Can I do anything for you? That was my problem. It was completely worthless after Claude desktop came up.

Just got done playing around with GPT 5.5 and comparing it to Opus 4.7. Ran some experiments and looked at speed, tokens, cost, requests, and quality. Check out the full breakdown.

@gnoble79 Hey dumb dumb nobody ask you to invest in Tesla so if you’re not investing in Tesla, why are you putting this junk out there? I know what Tesla is. I know what Tesla will be and that’s why I invest in Tesla.

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

@EricLDaugh Another Kathaleen McCormick Moment

🚨 IT'S OFFICIAL: President Trump is now having to launch a $166 BILLION TARIFF REFUND program The Supreme Court made an absolutely HORRIBLE ruling! Businesses who paid tariffs can now re-claim funds: "The Trump administration is scheduled to implement a refund system for businesses that paid tariffs, which the U.S. Supreme Court ruled were illegal." "Refunds total roughly $166 billion. U.S. and Customs Border Protection says importers and their brokers were eligible to begin claiming refunds through an online portal."

@JDVanceNewsFans 💯

🚨BREAKING: Donald Trump and MAGA officially beat ANOTHER impeachment attempt by Dems. As of today, how would you rate your level of support for Trump? A. Very Strong Support (100%) B. Strong Support (75%) C. Moderate Support (50%) D. Limited Support (25%) E. No Support (0%)

@elonmusk Sorry to say that, but it is useless unless it can actually complete task for you just like Claude coworker you guys gotta get onto this ASAP

Current release of Grok is much than beta 1, which beat Opus in this arena. We usually update the model twice a week. Try the current version of Grok Heavy and you will be pleasantly surprised.

@SawyerMerritt If anything, California slow down the progress by at least five years

Gavin is acting like the leaders in California didn't have a heavy hand in driving Elon away.... Gavin Newsom on Elon Musk in new interview: "One of the great disappointments. It breaks my heart. I got one of the first Teslas off the line. I've been one of their biggest proponents. It was regulation that created the conditions that allowed him to take the risk to become the multi-billionaire, or trillionaire, that he's become." In May 2020, then-Assemblywoman Lorena Gonzalez posted, “F*ck Elon Musk,” to which Elon replied, “Message received.” Tesla started building their Giga Texas HQ soon after.

@VadimStrizheus Same here it is ridiculous. I have two max plan account. They should have a super extra Max 200 X account.

Anthropic WTH?! and you’re telling me we have 2x usage also? no way I burned through the 20x Max plan before the week even started.

@SenWarren Enough talking this is what you crazy lunatic Democrat does yup yup yup yup yup yup yup but can do anything all talk. You never get anything done you should resign.

Millions of dollars are missing. ABC, Paramount, X, and Meta all settled lawsuits by promising to donate millions to Trump's library fund. Now, his initial library fund is gone. Is the money in Donald Trump's pocket? I'm pressing for answers.

@claudeai I don’t understand I’m on the latest update and I don’t see that anywhere on my mac Claude desktop

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

Finally, but what’s the use for it even though I have the max pro package $200 a month I keep running out of credit then I have to wait three hours and that happen every time and all the sudden at the end of the week it cuts off on the four or five I have to wait a few days. Ridiculous. What is that Mickey Mouse operation?

Projects are now available in Cowork. Keep your tasks and context in one place, focused on one area of work. Files and instructions stay on your computer. Import existing projects in one click, or start fresh.

@iyoushetwt although I love it, I keep running out of credit. This is insane. I have the max $200 a month package and every hour I have to wait three hours to get back in and like that was not enough now I have to wait close to three days. What a joke.

is there any AI model that can replace Claude ?

Yeah, all good, but even though I'm on the $200/month plan, I ran out of credit within an hour and a half of work. Then I have to wait another three hours or sign up to pay extra credit. I did that yesterday. $5 lasts me two minutes. Unbelievable. You guys need to come out with something a little more premium plan, maybe 50 X, and charge more money for it.

Opus 4.6 scores 78.3% on MRCR v2 at 1 million tokens, highest among frontier models. Load entire codebases, large document sets, and long-running agents. Media limits expand to 600 images or PDF pages per request.

1 million context window: Now generally available for Claude Opus 4.6 and Claude Sonnet 4.6.

@SenSchumer Moron

Republicans could focus on so many issues Americans actually care about—like the price of groceries and gas. Instead, they have chosen to focus on voter suppression. Democrats will fight Republican’s SAVE Act until the end.

@SenSanders Not bad about the same amount of the fraud in Minnesota by itself

The war in Iran has already cost $22.8 billion. For $22.8 billion, we could: • Provide Medicaid to 6.8 million kids • Build 2.6 million public housing units • Fund Head Start for 1.3 million • Hire 240,000 teachers • Cancel $20,000 in student debt for 1 million borrowers

@FoxNews Can’t wait to see the data from Tesla. There is a 102% chance that the woman was not on self driving

'TERRIFYING': Dashcam video shows the moment a Tesla Cybertruck, allegedly operating in self-driving mode, nearly sent a Houston mom and her infant off a bridge before violently crashing into an overpass barrier. The woman claims she suffered multiple injuries from the incident and is now suing the automaker for $1 million.

@JUSTcatmeme Definitely AI it looks like some of those video of Britney Spears. Sadly, those are not AI generated.

This was almost the Commander and Chief