Michael Baker

Reasons I enjoy the discourse about $BETR are (a) VC like in asymmetry (b) I have a differentiated view about management, governance and strategy, (c) I have growing respect for the new CFO, Loveen Advani. Here we have @vishal_better doing what he said he was going to do. PERHAPS, he is also going to do other things he said he would do. Insiders buy stock for only one reason. Thanks, VG. @tinmanAI @Leah_tinman

@snowblue75 @wholemars Congrats. It’s the best!

@wholemars Fuel is one thing. But seriously, FSD is the reason. I took one test drive with it and sold my Suburban a week later.

Come on in, the water is warm.

Anyone sharing all caps iranian state media or unnamed source propaganda is a hard unfollow ... These people are stupid, incapable of critically thinking, or have TDS. Seriously, if we were in a conflict w/North Korea would they be quoting "North Korean State Media says..."

@wintonARK @tslatalk 💯

It really is bizarre. Most of my friends don't have FSD (or a Tesla). And it is the single biggest lifestyle difference between us. They drive their cars. My car drives me. They don't get how much--even at its current capability-level--the product changes life-feel. FSD truly is a mass luxury product. That it is still so narrowly enjoyed is mind-bending.

No idea what I did this time, but I am blocked by Gary again. Men 🙄 Someone please explain to him that nobody is proposing a merger where Tesla buys SpaceX, but it's my best guess that SpaceX acquires Tesla (for many good reasons that I explained in previous articles).

What Elon has offered to cover… ~65,000 TSA Employees. Average weekly gross pay is ~$1,000 per employee. Add in benefits and total taxpayer cost is ~$155 million per week. I never want to hear another Leftist talk about Elon’s money and what he should do with it ever again.

Australian PM wins. Congratulations on a truly epic week.

"Diversity is our Strength"

@FurkanGozukara @Mabiverse123 Bullshit

Absolute humiliation for the White House. A journalist exposes how Trump's envoy Steve Witkoff is desperately texting Iran's Foreign Minister begging for a ceasefire, but is getting completely ignored. The US government then lied to cover up the embarrassment.

@BLKMDL3 🎯

You know you’ve bought the right car when you look back after you walk away

When you try to please everyone, you please no one. Australian PM heckled in a mosque by the only supporters he had.

@danielsethlewis @ecb Australia 🇦🇺 just did @RBAInfo

I am joining the tinfoil hat crowd if central banks hike into a supply driven OIL SHOCK. I am excluding the @ecb, obviously, because they hiked straight into the GFC. They get 1-2 hikes, like a golf handicap.

I use FSD v13.2.9 every day here in Australia and it’s fking awesome. The haters are going to hate but you can’t fix stupid.

FSD ON vs FSD OFF

Australia does not stand for anything. We used to but 2 decades of weak, rudderless governments (on both sides) pandering to minorities and flip flopping on policies has led us to where we are today. The rise of One Nation tells you people here are sick and tired of the status quo. So we have changed but changed into what? Do we support the U.S.? If not who? China?! What actually do we stand for as a country now? I have no idea.

Question: Why is it always presumed that America is the one that has changed — rather than our once-steadfast allies? Why is there no introspection? Europe, the UK, Canada, Australia — these countries have moved radically: politically, demographically, economically, militarily, energy security and more. The spotlight is always on the U.S. President. Fine. Meanwhile, I can't tell you what Australia even stands for anymore — and wow, Canada and the UK are totally unrecognizable.

An obvious comment on US Foreign Policy: US foreign policy is self-defeating. a. spend a year beating up on allies, threatening to take land (Greenland) from a NATO ally b. wage a trade war against your allies. Sure the tariffs were illegal - but the beggar-thy-neighbour policy did not engender friends c. start a war of choice in the Middle East. This may or may not have been justified (I lean towards justified) and it may or may not have been wise and winnable (I really do not have an opinion) d. ask your allies for help and e. get upset when they do not oblige - whilst forgetting about a and b above. The geopolitical realignment is astonishing. All my life Australia has had one foreign policy - which is to internationalise the corpses in all American wars. If America asks us to go to war we go. And we go fast. This time the Australian Government (to general approval) has refused to send a ship to the Gulf. (They have not been formally asked - but they made clear a rejection was coming.) After a) and b) above aligning yourself with America is becoming political poison in a democracy. I think this is VERY bad. The world has been well served by the American alliances that won the cold war and mostly kept a functional global order. Those alliances have been sacrificed to Trump's egotistical whims. The world is a less safe place now. And it is less safe not just for America's (former?) allies but also for America.

@pbeisel Thanks for the insight 👍

Elon says FSD 14.3 is coming. But if you’ve been following along, it was also “two weeks away” a few months ago. That’s drawn a lot of criticism, understandably. Let’s step back and talk about what’s actually going on: engineering reality. I’ve spent years running engineering teams at Apple and Rivian, and what you’re seeing here is not unusual. Not even a little. I’m not here to defend Elon or say communication couldn’t be better. It could. But what’s happening behind the scenes is far more ordinary than people think. First, understand what kind of company Tesla is. Tesla exposes more of its internal process than most companies— you’re watching how the sausage is made, often in real time. Compare that to Apple. Products appear at a moment in time, fully formed. What you don’t see are the features that slipped, were cut, or quietly postponed to make the deadline. Most companies communicate through layers of marketing at discrete events (e.g., NVIDIA GTC). That may include a CEO keynote—but it’s still tightly controlled. Tesla, largely via Elon, doesn’t. And that creates friction. Most people are used to being in the dining room. With Tesla, you’re watching the sausage get made whether you like it or not. If that makes you uncomfortable, this model will drive you crazy no matter how it’s explained. Now, about FSD 14.3— the so-called “reasoning” release. My view: when Elon originally referenced it, it was real. It was on a roadmap with a timeline. But then reality hit. Somewhere along the way, engineering discussions likely exposed a fork: ship what’s partially there, or go deeper and "do it right". That kind of shift happens constantly. Plans change. Timelines slip. This is normal engineering behavior, not dysfunction. The difference is: you’re seeing it. At companies like Apple, those decisions are invisible. Deadlines are protected by cutting scope. At Tesla, you’re watching the scope evolve in real time. On the technical side, 14.1 and 14.2 were already producing “reasoning tokens,” as Ashok (Tesla AI VP) noted. But producing tokens isn’t the same as using them effectively. 14.3 appears to be where those tokens actually start driving behavior, more human-like decision-making in edge cases. My guess is this is where things got more complicated. The work likely started to overlap with what xAI is doing. At that point, the question becomes: do you ship an interim solution, or integrate a more capable reasoning layer? That’s not a small decision. And it likely has downstream impact— potentially even on Robotaxi timelines— because these same reasoning challenges show up there too. So the team probably made a call: go deeper, even if it costs time. And here’s the part people underestimate: great engineering teams often convince themselves the extra work is worth it… and that it won’t take that much longer. They’re usually wrong on the timeline. But often right on the outcome. At this stage, FSD isn’t about raw safety (it seems to have nailed that)— it’s about behavior. Making decisions feel natural, human, predictable in edge cases. That’s a much harder problem. So if you’re following Tesla closely, the best thing you can do is understand the process and accept the messiness that comes with it. If you want tightly controlled messaging and polished delivery, companies like Apple exist for that. Tesla is something else entirely. Fire away.

• The Final Boss of CRINGE Just Dropped • Brutally Roasting The Most Embarrassing "Autonomous Vehicle" Ever

I went to the exact same location of the Cybertruck accident shown in the Fox News video. This is the US-69/59 Eastex Freeway northbound HOV lane at the Y-split near the Eastex Park & Ride exit (approaching from downtown Houston toward Humble). In the Fox News video, the vehicle failed to follow the right curve, going straight into the barrier. Well, I tested it twice today with Tesla FSD engaged the entire time with zero human intervention. And unless you think I am a hologram speaking to you from another dimension now, it worked out really well. Here is the video of me taking the exact same curve twice, with Tesla FSD v14.2.2.5.

@kylenabecker Your system is so retarded. It’s not hard.

America is DONE with the "Trust Me Bro" system of voting. Pass voter ID like 175 other nations on earth and STFU

These people are insufferable self right virtue signaling idiots. They’re silent when Iran slaughters its own unarmed civilians but loud when we do something about the murderous oppressive regime lol.