qiaomasi

@web3yezhu 要不是我都有，都快相信你了，这两个 app 难用程度跟富途老虎比起来可以称之为垃圾。“操作方便”纯属扯淡。你没吃过好的，可以理解。即便第一证券也比嘉信 ib 操作体验好一百倍。

我真搞不懂，大家做美股，干嘛非得跑去香港？明明盈透、嘉信这些顶级券商都能在线免费开户，操作方便又安全，非得花钱、跑一趟香港去注册一堆不靠谱的平台……😿

@Kai866 @grok 吴忌寒是干嘛的

吴忌寒总共两次清仓 #btc $btc 。第一次是因为13年中国央行政策打压，比特币在14年从1200美元一路下跌。吴王卖掉了2011年10美元买入的900枚币清仓离场。第二次公开清仓就是昨天26年2月，吴忌寒的Bitdeer把公司持仓全部清掉，开启挖提卖模式。

@raines1220 请问这些数据是哪里来的？

I did some analysis on Austin Robotaxi data (June - December 2025), and it looks good. - Miles/car/day increased from 25.5 to 74.8 miles (2.93x) - July MPI: 7K → November MPI: 55K (8.3x) - Projected to reach human-level (~700K MPI): ~July 2026

@SawyerMerritt @grok 会议内容是什么，总结一下

NEWS: xAI has just publicly posted the full 45 minute all-hands meeting that Elon Musk had with employees recently.

@raines1220 其实马斯克很早前就说过，最终所有汽车都会实现自动驾驶。只不过谁先实现谁占据大部分市场而已。

I have to admit that I feel a bit worried when I saw Nvidia release Alpamayo. It is, in my opinion, the first real competitor to FSD. First of all, it does not rely on LiDAR, which is already impressive and better than all other losers out there. Then, the concept of VLA is my exact understanding of what FSD 14.3 would be. And I believe Nvidia is doing really well at training general-purpose, small-sized VLMs. So, I don’t think it is very obvious who will train the better VLM for driving between Nvidia and Tesla. I’d guess Tesla, but you just can’t be so sure because it is not trivial to predict this part. Elon and Ashok surely both actively engaged with this news, and basically confirmed that Nvidia is doing exactly the same thing that Tesla is doing, with the only difference being how far they have gone along this technical path. I understand that going from 99% to 100% is hard, but first of all, Tesla isn’t at 100% yet, and second of all, the fact that Nvidia could reach near 99% without any fleet kind of proved that it is no longer critical to have large-scale fleet data for training and evaluation.

@Tsla99T 你怎么跟个脑残粉一样？他又没投资特斯拉，他干嘛非得试过Fsd？全世界这么多公司所有公司产品你都试过了？这不是扯淡吗？你也瞧不上理想小鹏byd等所有车厂，这些车厂的车子你都好好体验过了？现在他打算重新看特斯拉了，所以打算买个特斯拉试试，这不是很正常行为吗？

所以阿段股神 其实人在美国，却没有试过FSD 美其名曰价值投资

@TeslaCharts 我注意到，每个季度的第一个月，销量是最少的

2/ Elon guided for 90-100K total deliveries in Q2. Here are the monthly totals for USA+Europe going back to last October (the March number for Europe isn't final, but close). I believe they would have to do ~75K in USA+Europe in Q2 to meet the low end of the Q2 guidance. $TSLAQ

1/ A quick thread on where we stand on deliveries. I'll use tables instead of charts and focus on the monthly delivery estimates from INSIDE EVs (for USA) and TMC (for Europe). $TSLAQ