Paulo Osorio

@cb_doge @stevenmarkryan - your country next…! 🇦🇺

Starlink overtakes Spark to become New Zealand's largest rural ISP. Rural market share increased from 19% to 27% in just one year. Satellite broadband connections surged 52%, from 56,000 to 85,000.

@ReadFitzgerald @cb_doge Why would we hate Elon?

@cb_doge Hilarious. Most people in New Zealand are liberal, yet they'll buy internet from Elon, whom they hate.

BREAKING: Starlink becomes New Zealand’s largest rural internet provider. 🇳🇿 • Starlink now has 27% share of NZ’s rural broadband market. • Share jumped from 19% to 27% in one year. • Satellite broadband connections rose from 56,000 to 85,000, up 52%. • Around 72,000 are rural residential fixed connections. • Starlink Residential averaged 226 Mbps download speed. • That is around 4x faster than rural 4G FWA at 56 Mbps. • NZ now has the highest satellite broadband uptake per capita in the OECD. Starlink is helping rural families, farms, and remote communities get fast internet where traditional networks struggled.

@suyashverma @cb_doge We do.

@cb_doge On my last visit to NZ, I saw so many Tesla. I think Kiwis love Tesla and Starlink.

@elonmusk Little ol’ NZ. We even have a rocket company! Not quite as big as SpaceX. But we do like our Teslas, our internet connectivity, and innovation.

Starlink New Zealand

@TeslaNewsNZ Giving FSD v14.3.3 rides to colleagues on my HW4 vehicle. So far reaction is amazing. They had no idea a self-driving car exists. Well, they do now!

Look forward to seeing this roll out far and wide to all the patient and not so patient HW3 owners.

@ES0894824796547 @herbertong @JOBhakdi That picture could change quite rapidly if TSLA hits new all time highs if/when Robotaxi scales, and SPCX takes a dip. It’s too risky for Elon to try to push through now (my humble opinion).

@pnosorio @herbertong @JOBhakdi All Elon has to do is wait, Analysts figure Tesla holders would likely get 40 to 60 percent of a combined company. SpaceX is currently valued a bit higher and is growing revenue and earnings much faster than Tesla, which would push Tesla’s ownership lower in any deal.

Everyone keeps debating a Tesla-SpaceX merger by asking the same question: What's the exchange ratio? But @JOBhakdi thinks that's only part of the story! He argues the bigger question is how the deal is structured. If it's treated as a "merger of equals," $TSLA shareholders could end up exposed to months of $SPCX stock volatility before they even get to vote on the deal. If SpaceX shares fall while Tesla keeps rising, the value shareholders receive could look very different from what was originally announced. Jo also points out that any future increase in SpaceX's public share float could add another layer of uncertainty. The exchange ratio may be the headline. The structure, timing, and final terms could be what really determine whether the deal benefits shareholders.

@TeslaBoomerMama Not going to be a merger of equals. How on earth do these two wildly different companies just so happen to have an equal valuation?! The answer that “Tesla shareholders will be pleased with the SpaceX premium and vote Yes” is totally flawed! Merger maybe. Not of equals.

Wanted to keep you updated on the below, and thank you for your overwhelming interest in my research and rabbit hole frenzies. 🐰 Let me start with the obvious: I fully trust Tesla's Board to negotiate any potential merger agreement thoughtfully and to secure a transaction that serves the long-term interests of all Tesla shareholders. The topics I am trying to model with Grok are all intended to narrow down the exchange-ratio and step by step to incorporate these questions: - would it be a merger of equals (with the goal of an approximate 50/50 ownership) or a pure market-cap relationship? - what would happen to the Tesla outstanding share count, as the current 3.76bn shares include about 400m restricted shares from the 2025 comp package that would in large part be forfeited as "not reached", except if the Tesla Board negotiates differently. One tranche is just above 35.3m shares. If 11 of the twelve are forfeited, this adds about 9% value for TSLA shareholders in a merger of equals. (see chart below). It would have a more indirect, smaller impact in a pure market cap merger scenario. - how much premium is needed to win the Tesla shareholder vote? - how much premium would be justified to compensate giving up Tesla's single share class? So many questions, it will be fascinating to see an announcement.

@nymbusjp I think the Robotaxi and Cybercab rollout tells us something about how Optimus will roll out. Those who think it’s going to go hard & fast from the beginning do not understand what’s involved. High functioning humanoid robots are a huge change but many will bemoan the slow ramp.

Although the model architecture and training mechanism are identical, FSD model weights from the Model Y cannot be directly reused for the Cybercab. Different vehicle geometry, camera placements, and dynamics mean the model needs significant fine-tuning and re-validation on the new platform. The bigger issue is the scale of real-world feedback. Model Y has over a million active FSD users who rapidly catch bugs and edge cases through everyday supervised driving. Cybercab starts with a tiny dedicated Farzad fleet — orders of magnitude smaller. Tesla can (and does) reuse massive amounts of Model Y data to train the Cybercab-specific FSD. However, the final safety validation still has to happen on that small fleet. This is why unsupervised Cybercab deployment represents a significant engineering challenge, as it needs to happen with far less final vehicle testing and validation than on the Model Y.

@_NIG3L_ (Or a voice / Grok instruction of course). It’s more important to adjust and fine tune the speed with the roll of a dial I think.

@_NIG3L_ Bringing back the roll of the dial would be smart and welcome; changing modes could be a screen touch only thing….after all, it’s more than likely you choose your mode for your drive at the start and don’t constantly switch from Hurry to Standard to Chill etc.

I upgraded to FSD (Supervised) v14.3.3 Down Under and after a drive North of Auckland today I have discovered a serious flaw that makes me want to go back to the previous version. My car has been misreading the speed limit signs on the motorway North of Auckland for the longest time, not updating from 80 km/h after the tunnel and never reading the 110 km/h correctly, reading it as 100 km/h almost every time. It’s been frustrating but I used to be able to override the top speed to 110 km/h with the roll of a dial. Not any more that dial switches the FSD driving mode but does nothing to change the max speed. What it means now is that the car will drive at 100-105 km/h on a 110 km/h stretch of motorway in Hurry mode with no way to make it go the speed limit! The only option is to use the accelerator to push and hold the speed up to the speed limit which is worse than standard cruise control. Hopefully @TeslaAUNZ is aware of this issue and a fix is in the works as I find speed limit reading in NZ too unreliable to rely on completely.

@TeslaBoomerMama I think the Board is smart enough wouldn’t you say without asking those outside the company what they need to do?

Genuine question: Shall I write a "wishlist" what I hope Tesla's Board negotiates in a merger negotiation? Or you have had it with me writing on the topic "merger"?

@ES0894824796547 @herbertong @JOBhakdi Not how it works buddy!

@herbertong @JOBhakdi It would be equal 1 share for 1 share

@herbertong @JOBhakdi Alex M has stoked this debate up unnecessarily. SPCX cannot risk a “No” vote from Tesla s’holders. So if SPCX is not at a good premium when Alex M thinks this will happen (end July), it’s not going to pass. Frankly Tesla may have a higher market cap than SpaceX by year end.

@ES0894824796547 @herbertong @JOBhakdi Buy back into TSLA at this low opportune price would be the smart move.

@herbertong @JOBhakdi I sold all my TSLA in hopes of getting IPO on SPCX but got almost nothing so o have been investing elsewhere until I ca buy in.

@herbertong @JOBhakdi It’s ludicrous to think that SPCX would put forward a merger of equals on an unknown market cap. Alex M has got carried away with this concept which has no sound financial base…only the flawed logic that SPCX will be more than TSLA so folks will vote Yes. @JOBhakdi is right.

@willfleming @stefanolson My biggest adventure was getting the back wheels stuck in the mud on wet grass dropping my daughter off at football. I looked like a right idiot not able to go anywhere. Four lads pushing me out saved the day. Phew!! 😂⚽️👍🤦

@pnosorio @stefanolson Phew. Not just me then. I hope it’s a bug and not what I think it means…

Took my brother out for a spin to see what all the “hype” was about with FSD v14 DU was about. He’s a builder and has always been a bit of a petrol head, so I was interested in his take on a robot on wheels. Fair to say this was not the best drive. Firstly, FSD v14 is having trouble reading speed signs. v13 did miss a few, but for the most part it was flawless. This version is struggling from my observation. With that said, it was still pretty impressive, and my bro noted the power - especially coming into and out of bends. Second, we had a critical moment when it wanted to drive us over a kerb, and then it parked in a disabled parking space, which is not great. Good to take my big bro out for a spin. Are other v14 DU users finding it’s a bit average at reading speed signs?

@willfleming Parking at destination still needs some work. It’s a complex problem for sure. Unsupervised Robotaxi and Cybercab may be ok if they can get “close enough”, but you couldn’t have full unsupervised yet for normal owners. Some more decision logic needs to be added I reckon.

@willfleming @stefanolson Curious. I also got a front camera clean message today for the very first time.

Im looking forward of hitting that expressway during school holidays. Last time it was a ‘tap tap tap’ drive. My issues, could also be my front camera needs a clean. Got a few notifications about that today. So odd because 2 days ago with v13 it was sweet as. Guess it’s just the process of software that gets better over time.

@willfleming Also a blue Model 3 owner….

Well, on a cold and shitty night here in New Zealand, this mid 40s dude took his 2025 Model 3 out for a test drive because, after giving up on an update when it was paused, I randomly checked the app to see if my car was charging and discovered the new software download. I was like, what the fuck. So yeah, at 9.30 pm, with the dishes not done and emails not sent, I hit the road. Here are my first thoughts on FSD (Supervised) v14.3.3 Down Under! I think it’s pretty stink that they make us wait, but I used to say the same thing about Christmas as a kid. Had a few scary moments, but it was exciting to drive a robot on wheels. Will miss you, v13. I liked how I could have a coffee with you. I ain’t drinking hot coffee with you, v14 - you scare me!