Nezih

@mrfundman Cry about this again and blocked and unfollowed. Tesla community is looking like giant babies.

Real

@Oilfield_Rando @JeremyRedfernFL @JoeC1776 @grok they do this in Canada. How many senators were appointed by the liberals vs the conservatives?

@JeremyRedfernFL @JoeC1776 It would force people to get more interested in local politics. Finally.

This would be a good thing, actually. It would keep U.S. Senators from running 6-year reelection campaigns and refocus public attention on local-level elections. The framers were right the first time, and the 17th Amendment was detrimental to our republican form of government.

@AndersMcKrensh @alojoh @grok @grok compare the recent earnings growth rate of the mag 7 to historical earnings growth rate of the sp500

@alojoh @grok what is the average forward P/e of the SP500

Forward P/E on the S&P 500 reduced to 22.4x (from 22.9x end of October).

Getting more compute per watt isn't wasted effort. Those tweaks from ai4 will carry over to ai5. They will become even more important on Optimus limited power supply. Also, sticking by current owners by pushing their hardware to the limit, that’s how you build real loyalty and create a solid brand. Forcing everyone to upgrade to a new chip every couple years will do the opposite.

I can believe that. Elon has consistently been too optimistic about what his FSD tech stack is capable of. AI4 made it into cars beginning of 2023, so AI5 should have been ramping start of this year (2 year cycle). It will instead ramp mid 2027 - that’s a 3 or 3.5 year cycle, way too long for AI timelines. Frankly, Elon should have been paying attention to AI5 at the beginning of this year, not just the past few months. I guess he had other more important things to do 🙄

Yesterday, @RealJimChanos posited that Tesla’s relatively low capex meant that they were not a serious competitor in real world AI and Robotics. This is *exactly* the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO. Tesla’s inference definitionally happens in the car so their customers are effectively paying for the inference compute “capex,” which is now probably the majority of hyperscaler capex spend. Tesla’s capex might be an order of magnitude higher if they had to synthetically generate relevant driving data in a datacenter. Customer subsidized vertical integration is beautiful. This is also why at some point Tesla customers will be able to put their cars into a pool of distributed edge compute and earn money when the car is not driving - same way that Akamai and Cloudflare are putting single GPUs in their edge nodes. The Tesla fleet as the world’s largest, most distributed CDN for AI (and only AI as obviously can’t cache content in cars) is a real possibility. BYD will have a similar opportunity and similar inference cost advantage. Beyond this significant inference cost advantage, Tesla has the second largest coherent Hopper cluster - behind only xAI - in the world for pre-training. You only need one coherent cluster *if* it is large enough. Coherent cluster size drives capital efficiency for pre-training. No one has been able to match the xAI and Tesla clusters from a coherence, speed and cost perspective with coherence being the most important. This is why Jensen described their datacenter design and execution as “superhuman.” Should note that Tesla also has an AI4 cluster for post-training or mid-training or whatever we are calling it these days. Tesla also has a significant data advantage for training Chinchilla optimal FSD models as real world video scales infinitely and this data advantage further lowers their capitalized training cost - less synthetic data generation and 3P data sourcing/labeling vs. labs training LLMs. This relative capital efficiency as a result of all these advantages - the largest coherent cluster, customers paying for inference, dataset size and ongoing data generation cost - is likely to matter vs. Robotics and FSD competitors who are less capital efficient. Cost per token is everything for AI. Google is the low cost producer of LLM tokens (with xAI as #2) but Tesla is the lowest cost producer of tokens that matter for FSD and Robotics. AI is the first time in my career that being the low cost producer has mattered as token quantity effectively drives quality in a reasoning world. I think this dynamic is very underappreciated by the market. Tesla might very well be outcompeted by an FSD competitor - unlikely from my perspective but anything is possible - but this will not happen because of their relative capex spend. If LLM inference happened at the edge on phones and PCs as with FSD, hyperscaler capex would be *much* lower. This is the real risk to datacenter spending, not all the value/macro takes. Btw - memory is the biggest winner in this scenario which is years out if scaling laws continue to hold. Jim is a smart guy but I humbly think his AI takes are misinformed. Also so strange to me that anyone is focused on AI as a bubble given the extremely obvious quantum and nuclear bubbles where there are loads of equities that can decline 99% and still be overvalued.

@PTrubey @elonmusk @GavinSBaker @RealJimChanos The limiting factor is/was the hw4 chip. It sounds like significant effort was placed on making the code more efficient ( switching from floating point to integer)

@elonmusk @GavinSBaker @RealJimChanos So … what was the limiting factor? Simply data? Needed more edge cases and training scenarios?

@mrfundman What about new registrations/deliveries in China? Are they usually released Monday?

Your daily recap of the latest Tesla news: -Tesla opens first V4 Supercharger, 0.5 MW! -Tesla released a new video explaining for Elons performance award -Benchmark analyst Mickey Legg reiterated a Buy on $TSLA with a $475 price target -Tesla opens 1000th Supercharger in Australia and New Zealand, more on the way -Tomorrow is last day to order Tesla to take advantage of EV credits -Tesla will report third-quarter deliveries and production figures early Thursday -Everyone waiting for FSD 14 promised to be release this week What else did i miss? Pic of inside of v4 supercharger cabinet:

@DeanTTraining Ok you convinced me. I want to buy a smith machine for my home gym. Should I get one that is vertical or one with the slight angle?

15) Smith Glute Bridges

People are starting to catch on to the FACT that the Smith Machine is one of the BEST (and most versatile) training tools ever invented If you aren’t stuck in 1990 & you’d like to put this amazing tool to good use, LOOK NO FURTHER than these 15 excellent Smith Machine exercises:

@janthony620 @mrfundman I have this issue as well. I have a model y and a cybertruck and the y fsd is just way better. I’m just waiting patiently for an update.

It’s terrible compared to the new Y. For the past year, it rides over the yellow line onto the rumble strips on every highway. It happens to every CT owner. And we still don’t have basic summon. How is Tesla planning to license this to an OEM if they can’t get it right on their own car?

Who said FSD is not good on Cybertruck? It’s pretty good. All day driving on FSD haven’t had a single issue. No “lane centering” problems whatsoever you hear about on X

@ericnuttall Man you’ve been telling everyone oil is going to 100 for 2 years and your patience has just made bag holders out of everyone. The worst.

My strong belief is that the real money to be made in the energy sector is in the “wait.” Compounding meaningful share buybacks over time vs. a quick hit. Quality, long-life oilsand assets with significant free cashflow are unique in the sector. Patience!

@Factschaser You’re gonna have to try harder to pump your shorts than showing an old video from 22. You might want to even cover at this point.

Tesla on Autopilot slams into a car that had flashers on due to an earlier accident — so much for a “smart car”. Get why $TSLA sales plummeted -59% YOY in France 🇫🇷, -67% in Denmark 🇩🇰, -47% in Portugal 🇵🇹…?

@jordan_patten @jeremyjudkins_ More range but way worse efficiency. Weighs 2000 more lbs and has huge drag. And the price isn’t cheaper than a base Cybertruck.

@jeremyjudkins_ I really wanted a cybertruck but ended up getting a 2025 Sierra Denali EV for 30k cheaper than a CT, can’t beat that price difference and while also having significantly more range.

Is the Cybertruck a flop? Only 12,881 “other models” delivered in Q1. This includes the Cybertruck AND the Model S and X. What does Tesla need to do? Drop the price? What would it take for YOU to buy one?

@SawyerMerritt @MarkRober He holds the wheel as autopilot tries to steer away from the wall. Because he forces the wheel straight it disengages autopilot. Therefore it did detect the wall

I have some questions: 1) Your video "Can You Fool a Self-Driving Car?" uses Luminar’s latest tech but not Tesla’s latest FSD software. Why? 2) Autopilot was turned on at 42 MPH in your YouTube video but you turned it on at 39/40 MPH in your clip above. Why? Multiple takes? 3) In the clip above, Autopilot was activated MUCH closer to the wall than in the YouTube video clip. Why? 4) In your video above, you turned on Autopilot 3.8 seconds before hitting the wall, but it appears you gave Luminar a much longer head start with their tech "activated." Why? Am I wrong in my assumption? 5) Why was putting a child dummy/doll behind the wall a useful thing to do? What car would possibly see or react to a kid through a wall after crashing into that wall?

Here is the raw footage of my Tesla going through the wall. Not sure why it disengages 17 frames before hitting the wall but my feet weren’t touching the brake or gas.

@DirtyTesLa @MarkRober The autopilot disengages because it’s trying to steer away and he keeps his hands on the wheel to prevent this. By holding the wheel from turning it disengages the autopilot

@MarkRober But why's it Autopilot and not Full Self-Driving, like in the title of the YouTube video?

@jimfarley98 @Ford @LincolnMotorCo Can you have them update my blue cruise ? Oh wait that would actually make my experience better.

We pushed a few features to the FordPass app that customers requested. One is ‘Dark Mode’ for a more muted look. The other makes it easier for @Ford & @LincolnMotorCo customers to allow vehicle access for friends and family via the app. What other updates would you like to see?

@elonmusk @Micro2Macr0 Now do Canada !!

Fraud in the federal government is closer to 10% of disbursements, so more like ~$700 billion per year. Outright waste is at least 15%, so another trillion+ dollars. Anyone who works in government knows this.

@Micro2Macr0 @MattLink04 @GarciaCap He’s just jealous. It won’t be the last time. Don’t sweat it.

It doesn't matter because I started making money from socials in 2024. Or so goes the reasoning. I bet you they don't do the math to subtract the money I paid out over the last 4 years before I started making money from socials. Or the fact that I retired my wife, in-laws, and parents a little over 3 years ago and had to oay for them too. While having no revenue and still making a shit ton of money. What a bunch of bored cunts. 😆

.@Micro2Macr0 has this chart pinned to his profile showing an impressive growth of $1.92M in 2024 to $5.77M today 📈📈 Yet he only made 53% in 2024? Jesse can claim he’s not misleading by labeling the chart “portfolio lows”, but the schmucks he wants to rope into subscriptions don’t need to know that.

@StephenPunwasi @JimsonHogarth USA is the prominent power in the scenario and they have made their threat.

@JimsonHogarth Dumb take. In negotiations, the prominent power gains ground with threats. The weaker power gains ground by presenting its value. The smaller power doesn’t win by threatening when it’s on the losing end of the trade.

🇨🇦’s politicians (ex Danielle Smith) unanimously agree—the best way to counter 🇺🇸 tariff threats is withholding exports. I can’t believe the Premier of Alberta, a province that provides $1 out of every $3 of exports to the 🇺🇸 w/only a 10th of 🇨🇦’s population, is hesitant!