Ganesh Pai

Tesla $TSLA timeline ( Updated - Jan 9th) , my 2 cents: 2024: 1) AI Hardware required for FSD 2) FSD Supervised ( Highway + Street merge ) 3) Cybertruck Production start 4) 4680 battery volume production. 5) MegaPack factory construction start ( China 🇨🇳) 6) Robotaxi Unveil 10/10 2025: 1) Megapacks ( Lathorp + China ) volume production 2) CyberTruck Volume Production- 200K 3) Model 2 Production start - 50K 4) FSD Unsupervised 5) Semi Production Start Q4 - 5K 6) Robotaxi Rollout 2026: 1) Robotaxi Rollout Expansion 2) CyberCab Production - 100K 3) Semi Volume production - 50K 4) Model 2 🚘 Volume Production - 500K 5) Optimus Production- 50K 2027: 1) Optimus Production - 500K 2) CyberCab Production - 500K 3) Model 2 🚘 Volume Production - 1 Million

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@chutneylife I have heard this from a friend who works in healthcare from last 10 years . 🎯 He has given me numerous examples of how

Private equity is destroying healthcare. Do not go to a private equity owned dental office. You will get screwed.

With Andrej joining, on a long enough time arc, we can conclude that Open AI = Yahoo and Anthropic is the Google of AI era Which stocks to go long short? Clear shorts/ avoids 1/ Oracle 2/ Coreweave To dig in 1/ MSFT Long 1/ Google ( World is conspiring to make it successful) 2/ Amazon What else?

Anthropic and SpaceXAI partner ✅ Karpthy joins Anthropic ✅ SpaceXAI buys Anthropic❓ SpaceXAI merges with Tesla❓ Karpathy returns to AI at Tesla

Boston Trip with CyberTruck done ! First trip after taking delivery on May 11th. Lot of people, friends and family were impressed with the ride quality of CyberTruck and FSD can go door to door with 0 intervention . People had no idea the current state of FSD 🤯. I am still on 14.2 , waiting for increased response times with 14.3.3 . This is a game changer! @cybertruck

@Tesla_AI please give ASS to @cybertruck !

6 drives and 6 hours into FSD v14.3.3, here’s my review: - Actually Smart Summon improvements are fantastic. The 33% speed increase from 6-8mph is actually extremely noticeable and makes it feel more human-like driving through a parking lot, especially a crowded one. Some may think it’s not a big change, but it is. - “Hey Grok” is amazing! It has worked perfectly for me each time so far as a wake word, and I’ve used it a bunch. Huge quality of life improvement and being able to set navigation reminders is a really awesome feature! - FSD v14.3.3 reacted to someone running their stop sign before I could even see them around a wall in a parking garage. The driver monitoring system (DMS) is way more relaxed in this build than previously, especially in Standard profile. - The new car visualization looks so much richer and better as combined with the spring update, way cooler. The acceleration profile of Mad Max is much smoother from 0-2mph off the line compared to v14.3.2, it doesn’t feel jerky or a jolt off the line. This is a big improvement and it’s still plenty quick. - On city streets, and I’m pretty sure on the highway as well, Standard is more relaxed with changing lanes. It doesn’t change as frequently which is a nice thing to have for street driving. I’ll get a lot more seat time this afternoon through this week. - There has been no twitching or jerky behavior with this build. Smooth inputs even in tricky scenarios- in the past few days FSD v14.3.2 has been slightly twitchy in my experience but this is way better. - When FSD v14.3.3 reverses out of a parallel or perpendicular parking spot, I’ve noticed on this build it doesn’t reverse as far as before and it reduced unnecessary reversing distance. It feels more human like as it knows exactly the amount of steering angle required to exit the spot without backing up to far. This was even present in my 2025 Model 3 without a front fascia camera. - Mad Max feels a bit more refined. It’s like a smooth slice through traffic and I’m now using it almost exclusively vs hurry I used before. The improved off the line performance is a big factor in that as well. Very calculated decisions and inputs. - The new FSD Intervention streak feature is a really cool addition, would’ve been awesome to have for our FSD Cannonball Run record from New York City-LA, but I love how they are incentivizing using the system more as it’s safer than driving yourself. - Speed control in 55mph speed zones needs more work, this was apparent on the cannonball with FSD v14.3.2 but there’s no clear max speed for it in 55 zones. Should be tamed and restricted a bit specifically in 55mph zones. Looking forward to improved pothole avoidance too. - I like the new messages at top of the screen, specifically if you do not have a destination set in the navigation, it will tell you to select one. If you are in Mad Max occasionally it will let you know increased attention could be required if the surroundings require it. - Parking garage behavior seems unchanged from FSD v14.3.2 when inside, but noticed it was slightly more confident entering and exiting the garages and coming up to the ticket dispenser. Didn’t see much looping behavior. - I haven’t had FSD v14.3.3 camp in the left lane yet, as I haven’t had it on an empty highway since there’s been traffic today. This was a feature that FSD v14.3.2 had in that we didn’t enjoy on the cannonball. I’ll get some seat time in on my drive to NorCal this week where we’ll see if it does it. - I haven’t had any weird braking, jitteriness or twitching yet, definitely a big smoothness jump over FSD v14.3.2, even more so than FSD v14.2.2.5 in my experience so far. Overall, this version did a great job combining the attributes of FSD v14.3 like the insane reaction time, parking features, and new stack with the refinement that we loved with FSD v14.2.2.5 AND the great Spring Update features. Elon said this update is a banger, and it is. Great work @Tesla_AI teams!!

@chutneylife @elonmusk Respect your opinion, but Tesla is not a charity!

I am a big fan of @elonmusk and own a lot of $TSLA shares but raising price of Model Y in the midst of gas crisis seems a bit too much. I would actually drop the price and tell Americans that you are looking out for them and you want every American to have a Tesla.

@surfranchvibes Did you get it for CyberTruck?

What company does this for their customers this often. None

@smartertrader Agree 💯

0 reason to ever buy this. I mean ever.

@SawyerMerritt Executives making these kind of stupid decisions should be fired !

Delta Airlines has responded to Elon Musk's post below with a statement: “The assertion in question is not accurate. Incorporating Delta Sync with Starlink would have been permitted under SpaceX's in-flight Wi-Fi agreement." Delta on why it chose Amazon's LEO: "This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next." The airline is targeting 2028 to start offering Leo in-flight Wi-Fi on about half of its fleet. The rest of the jets will continue to use Viasat and Hughesnet.

When Your Weekday Truck Is Also Your Weekend Sports Car.

@rajuvamsi007 Waiting for it patiently!

@ganeshppai 14.3 is even better!!

First time driving FSD 14.2 on a CyberTruck wow 🤯, there is a huge difference from driving FSD 12.6.4 in Model Y HW3. Yet to try the 14.3.2 🤞🏼

@wholemars @hamids will be proud 😂

employee of the month

@Expedia hope you have that filter enabled to search flights based on @Starlink

@hamids Except EVs, stationary storage, FSD, and soon Robotaxi. Other than that, not much…

This is how Sam lied under oath! 👇🏼

Breaking. Sam Altman himself finally confirms what I was the first to point out publicly: his indirect equity stake in OpenAI. … which he failed to acknowledge when asked about his financial interest in OpenAI when we testified together, under oath, at the U.S. Senate.