rbs

@wholemars That day is getting closer and closer!

@wholemars Just tried it in my brother’s Juniper Y on a quick 12 mile drive - Robotaxi feel. Let’s face it - Tesla AI team has ruined me - the only thing that will excite me now apparently will be pothole detection followed by being able to watch Netflix. Software is crazy good already!

I love when people get mad at me for saying Tesla Self-Driving is good. Yes, believe it or not it keeps improving over time. I publish full videos of my drives so you can see for yourself exactly what it’s doing. If you don’t believe me, you are in denial. Sorry.

@ZTheTrader I was getting very nervous with the non stop run up. This draw down looks healthy me. Hope 21 and 50 EMA’s are hit before move up.

When karma from trolling hits you in the face 😂

@walls_jason1 @wholemars 13.2.9 onwards I trust it completely - I have done a a lot of 1000+ miles drives so I am very comfortable letting it do its thing while I settle in - I only pay real attention when there is a lot of traffic around.

@walls_jason1 @wholemars It’s was a 947 mile drive on 14.3.3 Model Y AWD 2026. Totally hands free, periods of heavy rain and road work and lane blockages - 2 parking takeover for preference. Longest streak was 437 miles, not that I was tracking it else could have attempted the whole in single streak!

FSD 14.3.3 drives so fucking well. Without exaggeration, the best self-driving experience in the world. It makes life in Southern California 1000x better. Thank you Tesla team. (it’s weaving through traffic and politely waiting for a cyclist to cross lincoln blvd rn)

@pdicarlotrader Update pls

$CIFR +44% since we posted this video Congrats to everyone who followed this breakout Comment $CIFR if you want a video update ⬇️

Good advice for Fred: don't buy any SpaceX stock.

@NickGibbsIAG Mr Uber is all i man Uber - I’m sure he knows that the post is 100% right.

Once again the man closest to Elon makes a fool of himself. Mr Uber doesn’t know that FSD works with sunglasses… 😎

@wholemars lol - I like it - more chicken

for the chicken sandwich at the tesla diner, they should make the patty the same size as the bun

@CernBasher Point 3,4,5, 6- there is no certainty of when they will come to fruition - it can take 5 more years like FSD has taken, as they are equally harder to solve. Also, institutions are not going to get convinced either.

Tesla SHOULD NOT merge with SpaceXAI! The main reason given for Tesla not merging with SpaceXAI is goes something like: "Robotaxi hasn't ramped yet. Tesla stock could 5X. I'm here for the ramp. Optimus hasn't ramped either. Tesla could 10x. Let's give it a few years. I don't want to give my upside to SpaceXAI shareholders who just enjoyed a 4.4X since last summer." On its surface, this is a sound argument. I share these sentiments. Who could argue with that? I will. (I'm capable of holding two opposing thoughts in my mind at the same time). AI waits for no one First, have you seen how fast AI is moving? How durable is Tesla's Robotaxi moat? Honest answer: I believe it's strong, but we just don't know. How durable is Tesla's Optimus moat? Honest answer: I believe Tesla is extremely well positioned, but again, we just don't know. So no one has the luxury of waiting a few years to see how things play out in this space. The good news is that Elon has always been good at seeing the next steps ahead and positioning his companies well before most. Robotaxi Ramp Issues What happens to the Robotaxi ramp if Federal autonomous legislation doesn't come? What happens if Federal autonomous legislation is terrible? Or, perhaps the legislation is favorable, but think about what could happen to the Robotaxi ramp if Elon can't get enough chips to build millions Cybercabs or build tens/hundreds of millions of Optimi. Being chip constrained would materially harm the present value of Tesla if Robotaxi and Optimus can't scale beyond a certain point. Sure the cash flow pours in on the first 10 million Robotaxis, but investors would say: "We're going to give this company a low P/E because their growth is capped. They should have thought ahead and invested in semiconductor capacity. This business can't scale." What does Tesla need SpaceXAI for? 1) Capital - fresh off an IPO SpaceXAI will be flush with cash. 2) Starlink for low-cost global connectivity to cars, Semi and Optimus. 3) Grok is the interface for Robotaxi (so you can speak to the car). 4) Grok is the brain/voice of Optimus. 5) Orbital AI data centers are needed for training & inference for Robotaxi, Optimus and Digital Optimus. 6) Semiconductors from Terafab - a joint project between Tesla and SpaceX (Tesla can't self-fund this). 7) SpaceX's material science expertise. Sharing the Wealth with SpaceXAI Okay, so if Tesla isn't merged with SpaceXAI, how much will Tesla have to pay SpaceXAI for all of the above? - What portion of Robotaxi revenue goes to SpaceXAI? - What portion of Optimus revenue goes to SpaceXAI? Tesla may have to pay SpaceXAI a slice of the economics from Robotaxi and Optimus. That could mean SpaceXAI collects money every time: - a Robotaxi mile is driven, - an Optimus unit uses Grok, - a vehicle connects through Starlink, - Tesla uses orbital data centers, - or Tesla runs fleet-level inference. So Tesla shareholders may think they are avoiding dilution by rejecting a merger. But they may simply be choosing a different kind of dilution: permanent economic leakage. Instead of giving SpaceXAI shareholders ownership upfront, Tesla may end up paying SpaceXAI forever. Pick your poison carefully!

@nerdalert If the deal and terms are good as a share holder I will vote yes to the merger - if not I will vote no - the Tesla influencers can’t sway me one way or the other. But I appreciate you and Brad for bringing in the argument.

Bradford and I both are trying to seek the truth, and that can be very uncomfortable at times. We check our priors and evaluate what we got wrong. But we also look at what was said vs. delivered by the companies we invest in, Tesla being by far the biggest. It’s not stirring the pot for the hell of it, I actually think posting these kind of hard truths has a negative effect on our reach and Tesla “street cred”. But I also think it’s the right thing to do.

@wholemars slow initially then all at once!

@TeslaBoomerMama Dumb dumbs buying dumb cars now realizing I suppose.

👏👏👏

@wholemars Rub it in - some of us in 14.2.2.5 like pain 🤣

holy fuck FSD 14.3.1 is sooo damn good If feels so… refined. So… perfect. It feels like getting a warm hug on a cold day

@NickGibbsIAG Dude may come in less enthused and sink the whole call so it all depends on the dude.

Most Important $TSLA Earnings Call EVER!

@alojoh 300 PE - Swayer is not the market. Market will reprise if it doesn’t think the stock is worth it. Elon has been wrong with timeline and the market knows that very well in the many years he has been wrong.

Sawyer keeps gaslighting his vast Tesla following since apparently a few raised legitimate points and he even calls them "haters" while ignoring that his boss Elon promised fans 15 months ago (in January 2025) that Tesla would launch 5 months later (in June 2025) self-driving with "no one in the car, full self-driving". Last I checked, April 2026, there are still Tesla employees in the car. So, who is the one who is moving the goalpoast? It's certainly not the "haters" as Sawyer claims. It's Sawyer who is moving the goalpoast.

@SawyerMerritt @Tesla How do we know this is unsupervised?

Cities that now offer Unsupervised @Tesla Robotaxi rides: • Houston • Dallas • Austin Other cities we could expect soon based on Tesla’s Q4 earnings slide deck: • Phoenix • Miami • Orlando • Tampa • Las Vegas

@ZTheTrader Z - thanks for the video yesterday - it is reassuring if it comes from you. Appreciate keeping it real.

People who are still short are actually hoping for a nuke at this point.

@ZTheTrader 🤣