Bill Chin

@dead_baseball Definitely not doing 60 mph. They could have released the full crash report with speeds, pedal application status, wheel torque, and so forth. But they only released a small video clip.

Conveniently cut off the part where FSD was going 60 in a 15 mph zone...

@YTJustGetATesla @G14821285 50 mph in 3.8 seconds would imply that distance is about 275 feet. Assuming the two lanes across + center strip is about 30 feet, no way that’s 275 feet of travel. Maybe 100 to 150 ft, implying the vehicle is going 20-25 mph.

@G14821285 Right. 50mph to that turn is normal.

"She disengaged FSD 4 seconds before the crash". Video starts 4 seconds before. So at best FSD is going dangerously fast when she disengages. Was safe FSD driving slamming the brakes on immediately before the sharp 90 curve? Unbelievable that the cult want to defend this.

@BarryKenny19 @ssurovell @VirginiaLCV @vasierraclub @VASenateDems @DwayneYancey @VCNVAorg @clean_virginia @DaveRess1 @CPaullinVA @Jaaavis @MichaelLeePope The problem has been that folks have been fighting against solar farms in VA for no good reason.

@ssurovell @VirginiaLCV @vasierraclub @VASenateDems @DwayneYancey @VCNVAorg @clean_virginia @DaveRess1 @CPaullinVA @Jaaavis @MichaelLeePope Who are the idiots that shut down coal before the renewables were in place?

Nearly 30% of the electricity price increases were due to Ukrainian War natural gas price spikes - now this. Virginia generates 50% of electricity from natural gas and we cannot transition to a renewable economy soon enough! @VirginiaLCV @vasierraclub @VASenateDems @DwayneYancey

@S1987Tramp @grossdm Absolutely they are counted. For example, you can see it in Lazard's LCOE calculations. Solar/wind + energy storage is cheaper than natural gas peaker and nuclear generation sources.

@grossdm And all of that intermittent energy requires the infrastructure and generation to meet peak demand when the “green” sources fail. But somehow greenies never count that cost against the “renewables” when they talk about renewables being low carbon and cheaper.

Pretty astonishing. In Texas, between 10:00 am and 4:00 p.m., 80-90% of electricity comes from carbon free sources. And storage is already a significant contributor in the early morning and evening

@texan_angler @leighabradford @grossdm Natural gas peaker plants are some of the most expensive ways to generate electricity.

@leighabradford @grossdm It's illogical to reduce literally the most reliable source of energy. We should rather ramp up the extraction and use of natural gas. Natural gas is the most dispatchable and scalable of all fuels to meet demands and fill gaps.

@lars1000 @grossdm You want Texas to pay way more for electricity by going with nuclear?

@grossdm That’s because Texas throttles back other variable sources to allow wind and solar to produce when they can. Based on this chart TX should save a bunch of land and ramp up nuclear to ~40k MW and let NG pick up the peaks

@gsalisb @JessePeltan @elonmusk Coal generation went down while solar generation skyrocketed.

@JessePeltan @elonmusk Nice to have EVs powered by coal fired plants. China currently has about 2600 coal fired generators compared to the US’s 200 coal fired generators.

China Electricity Use (YoY): manufacturing +6.4% high-tech manufacturing +10.6% datacenters +46% EV charging +55%

@truthmttrs001 @Martineq @chutneylife She disengaged.

@Martineq @tech01010x @chutneylife Here is one of many more to come, Musk has pushed NHTSA for a decade or more, the dog will once again wag to the tail after a few more of these. x.com/CattardSlim/st…

Unpopular opinion: Tesla FSD is not ready yet.

Ringde IF-metall för att fråga om varför de betalar strejkvakter utanför Tesla. En irriterad man svarade att jag borde läsa på om ”den svenska modellen”. Han sa att det är 100 anställda som befinner sig i strejk mot sin arbetsgivare. Ringde även Tesla där en anställd sa att det inte var Tesla-anställda som stod som strejkvakter. Det är alltså människor som tar tjänstledigt från sina jobb hos andra arbetsgivare för att sitta/stå utanför en byggnad hela dagarna och få lön av fackets strejkkassa. I min värld kallas det ”free riders” och är aldrig människor jag hade velat ha anställda i mitt företag. Tesla ger anställda marknadsmässiga löner, pensionsavsättningar, försäkringar och förmåner utan kollektivavtal. Har man problem med det bör man se sig om efter ett annat jobb.

@bdquinn Tesla can make money both on private fleet autonomy as well as Robotaxi services. Either way.

@tech01010x Costs per mile only drop below $1/mile if autonomous cars have become so cheap that it makes more sense for people to just own their own. Most of the robotaxi math I see seems to assume people will spend more on their transportation budget than they do now.

I'm fully assuming multiple autonomy providers here. That's my whole point. Tesla's valuation only makes sense if they're essentially the only autonomy provider for the foreseeable future. If they're not and it becomes a commoditized feature on cars over the next several years

@bdquinn Garbage assumptions in, then you get garbage assumptions out.

@tech01010x I've done the math on this because I work in transportation policy. The people for whom it would make sense to use robotaxis rather than own their own vehicles drive less than 5,000 miles per year and make up maybe 3-4% of total VMT. Perfectly fine business, not infinite money.

@truthmttrs001 @chutneylife So you got nothing but hate.

@tech01010x @chutneylife It’ll happen Bill, just give it time and more Elon. That is what he does best- he lies

@truthmttrs001 @chutneylife And you have tested this?

@tech01010x @chutneylife Until it plows into a crosswalk full of children in a lame attempt to dodge a paper bag blowing across the road.

@AsadJalamn43593 @4534Nme @arash_tehran You post this stuff, but you clearly don't actually look at this stuff. Ottoman Empire -> British Mandate (and French Mandate, and others) -> Israel (and Jordan and others).

@tech01010x @4534Nme @arash_tehran

When you see takes like this, remember everybody who defends Susan. I am not saying this for some sort of a moral outrage. World is a tough place (though ofc anyone decent should be morally outraged). But this is what these folks believe so let's not pretend otherwise

Keep up. The modern term of Palestinian is new from the 1960's. The term used to mean anyone from that region, no matter what religion or culture. For instance, The Jerusalem Post used to be called The Palestine Bulletin in the 1920's and then The Palestine Post. It's a Jewish newspaper with the name "Palestine" in it from the 1920's.

@tech01010x @4534Nme @arash_tehran x.com/i/status/20143…

Their operating cash flow was $14.7 billion in 2025, and that is including the downtime from revamping the Model Y production globally. Let's say it stays that way, and they spend $20 billion in capex. That's just over $5 billion in negative free cash flow, which means their $44 billion in cash is now $39 billion. They can do this for a while a longer. But you are also assuming a shrinking auto business, and just from Tesla Semi alone, it likely won't be a shrinking auto business.

We think a capital raise is not just possible, it’s essentially inevitable given what Tesla is trying to do. The numbers simply don’t work otherwise. Tesla generated $6.2 billion in free cash flow in 2025 with $8.53 billion in capex. Now it’s promising $20 billion+ in capex for 2026 and it’s going to start work on a $25-40 billion chip fab. Even if the Terafab spend ramps gradually, the combined investment demands over the next 3-5 years likely exceed $80-100 billion. Tesla’s existing cash pile and operating cash flow can’t sustain that without either a dramatic revenue acceleration, difficult when your core car business is shrinking, or external capital. The truth is that Tesla was heading toward a capital raise no matter what. It has shrinking profits, and its stock price hasn’t suffered much from it. Tesla is literally heading toward negative cash flow in 2026 purely from a shrinking auto business. The Terafab simply gives Tesla an excuse to raise capital for future growth rather than looking like a business about to turn negative. Furthermore, a company valued at $1.5 trillion and barely making $6 billion in free cash flow would be mad not to tap the public market. The irony is that Musk resisted capital raises for years, insisting they weren’t necessary, only to raise $12 billion in 2020 when the opportunity presented itself. The stock’s current valuation creates a similar window. A $10-15 billion at-the-market offering would barely dent the share count while providing the runway Tesla needs for its most ambitious industrial project yet. The question isn’t whether Tesla will raise capital, it’s when and how much. The Terafab announcement may have just accelerated that timeline considerably.

At the time, Palestinian was used to mean all the people of the Levant, including Jews, Christians, and so forth of all ethnicities. The more apt term was actually South Syria or South Syrian. There was no actual Palestinian state and there was several Ottoman Empire districts in that area that don't map to anything useful today. So the idea of the modern day interpretation of the word Palestine is an invention of the 1960's.

@tech01010x @4534Nme @arash_tehran First of all Did you read Balfour Declaration Nothing was called israhell during that time 😜

@AsadJalamn43593 @4534Nme @arash_tehran And their neighbors, the ones that didn't heed the call of Arab forces to leave became Israelis.

@tech01010x @4534Nme @arash_tehran List of towns and villages depopulated during the 1947–1949 Palestine war - Wikipedia share.google/ENA6nnvvEFAq7e…