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Thomas Eaves
4.8K posts
Thomas Eaves
@n5zbz
Tesla enthusiast & investor
Houston, TX Katılım Eylül 2012
776 Takip Edilen862 Takipçiler
Daniel (@daschreiber) already pushed back on this line of thinking in a recent blog post.
Now Bradford (@bradsferguson) and Matt (@nerdalert) are adding their take.
Worth watching. 👇
Stickström@Stickstrom
$LMND "I do not think AI will reach a point where you can make a trade-off on things like pricing, settling a claim. That is still years away. I tend to be skeptical. I'll be surprised if AI can solve that problem for you." - Ajit Jain, vice chair of Berkshire Hathaway's insurance operations, May 2, 2026. youtube.com/watch?v=NiMinY…
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Hahahaha this chart looks insane!!
$MU
Consensus Media@ConsensusGurus
Micron $MU 2027 EPS estimate history
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@JCChristopher The numbers are changing so fast it’s not clear how many they will add this weekend.
32 ?
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The apt phrase is “currently”. This was zero 15 days ago.
And Tesla Robotaxi in Houston must be keeping my hours based on when they put these new vehicles in the fleet 😂
HustletownTX832@HustletownTX832
Tesla Robotaxi Houston with 5 cars… currently 😏
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@SawyerMerritt Dear @Tesla, I have 2 kidney’s, I only need one. I’ll give you the extra one if you will send FSD 14.3.2 to my car.
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Another wave of FSD V14.3.2 is going out to Tesla owners with AI4 right now, which includes the redesigned FSD popup. Check your Tesla app.
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Getting the new software update now. I’m in the Houston area.
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Best prices to buy Tesla stock
2023: $104
2024: $147
2025: $242
2026: $340
2027: $420
#tsla
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You know that feeling when you’re on a flight across the country, and you hit cruising altitude and just kick back and relax?
That’s what taking long distance trips on Tesla Self-Driving feels like now.
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@Wodeshed I’ve done Houston to Miami twice
And Houston to Lincoln NB several times.
😂🤣
Free charging at work; saving 3K a year in fuel and maintenance costs.
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Did Dallas just get three before Houston?????
Can I see the manager please?
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@SawyerMerritt @RtaxiTracker Just added + 1 in Houston. That’s 25 !!
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Tesla has just added another Unsupervised Model Y Robotaxi to its Dallas, Texas fleet.
The company added 5 Unsupervised vehicles to its fleet today:
• Austin: 19
• Dallas: 3
• Houston: 2
Total: 24
(via @RtaxiTracker)
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@n5zbz And most importantly, Adams bug remover gallon was shipped
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FSD backs out of garage, around another vehicle and continues the drive. 🤯
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Lemonade reported earnings. Says their conversion with Tesla FSD program is 70% higher than standard.
This lowers their marketing costs to gain car insurance customers. Lower costs mean higher profits at scale.
Shai Wininger@shai_wininger
Lemonade’s Q1 results are 🔥. So much to share, where do I start? First, get into the AI mood, click this, + volume ⏫ open.spotify.com/track/20HCH8XT… (by @kidfrancescoli) 🚀10th consecutive quarter of accelerating IFP growth 🔥 Topline at $1.33 Billion (IFP +32%) 🔥 Revenue grew 71% to $258M 🔥 Gross Profit increased 159% to $100M 🔥 3.14M Customers 🔥 Adj. Free Cash Flow $17M Lemonade Pet exploding! ✅ Surpassed $500M top line early in Q2 ✅ #1 most searched pet insurance brand in the U.S. ✅ @lemonade_inc is now the 4th largest pet carrier in the U.S. ✅ AI-powered automation drives record claim handling efficiency (LAE: ~4%) ✅ Our data + tech edge lets us lower prices while boosting profitability Car picking up speed ✅ Now at 60% YoY growth, $214M IFP ✅ Loss ratio improved to 74% (14 pts better YoY) ✅ Autonomous Car for @Tesla FSD conversion rate 70% higher than standard And more... ↗️ Raising 2026 top & bottom line guidance ↗️ IFP per employee > $1M (3x improvement in 4 years) ↗️ Positive Adj. EBITDA in Q4 ↗️ Investor Day in NYC November 17
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“Robotaxi will never happen!”
(In unrelated news, Cybercabs start flooding the country)
Teslasti Basti@BastianBraun121
🚨 The future is rolling in right here! LFG 🚀🔥
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