Adrian ⚔️
10.4K posts
spacex is going to get away with paying a very low price to acquire tesla
shareholder approval is irrelevant lol
they made optimus dependent on grok
now cybercab dependent on starlink
and dumbasses are cheering it on, not realizing that insane negotiating leverage is being built right under their nose
you will accept a $420.69 bid or the stock goes to $200
Tesla@Tesla
Starlink V5 directly integrated in Cybercab
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FSD v14 Lite (for Tesla AI3 hardware vehicles) review. This is the version that’s likely going to wide release.
Zack@BLKMDL3
A few drives and over 100 miles in with the new FSD v14 lite update and here are my thoughts: V14 lite was already quite good and this update brought some HUGE UI improvements which makes it feel so much better. Tesla has added a great Start Self Driving from park change where you now don’t have to confirm by pressing the brake pedal to start FSD from park. Seems like a minor change but it’s a huge quality of life improvement. Tesla has also added the same parking options tab as AI4 cars, when approaching your destination it pulls up the tab to show you your parking options at destination. It shows the blue P and you can press it mid drive as well. Something else to note is Curbside has now been changed to Pull Over just like AI4 FSD v14.3. The Self Driving App has been added in this update just like AI4 cars, it tracks your overall percentage of FSD usage. Doing the math on my current usage/odometer it seems like the tracking started when I installed 2026.8.6. The Self Driving app shows you instructions on how to use FSD too as well as monthly stats. This new update has also brought streaks! Just like AI4 cars it tracks your continuous streak of FSD usage. It also shows you how many days in a row you have used FSD. Got a 100 mile streak tonight and it showed confetti just like AI4. Highway performance is SO good still. Keeps a consistent speed with no unnecessary lane changes and I saw zero left lane camping tonight. It handles high speed curves so perfectly and doesn’t ping pong and it feels so dialed in. Dare I say almost as good as AI4, almost all the way there- just wish it would accelerate stronger in hurry onto the highway when merging from the on ramp. Great lane choices and passing decisions. No traffic so it sat at 2mph slower than it used to when no cars around in standard and hurry but if a quicker car would come by it would speed up a bit. DMS might also be slightly more sensitive but it was dark out, will confirm with some more driving later today. City streets: this update is similar than before but seems to be slightly more confident around city streets. Hurry was a bit quicker than before but I wish it would accelerate slightly stronger in hurry profile only. Really good yellow light performance on the three I encountered and had smooth braking and no overreactions. I did however see the weird turn signal bug for the second time ever tonight at a traffic light so this is still present with this update as well as the slight steering wheel wobble at around 40mph and still way improved over v12.6.4. They definitely improved the way it leaves stop signs and lights though, slightly more linear and smooth acceleration from a stop. Obeyed both no right on red signs I encountered too. Dips and speed bump speed is perfect as it was before too. Most importantly, FSD v14 lite feels so much safer than v12.6.4. Parking might be slightly improved in this build where it took a better approach angle like I mentioned it needs to in the previous build reviews. It still doesn’t straighten out wheel at the end which I would like to see changed. It also still “double stops” when almost done with a parking job backing up to a supercharger space. Speed might be a tad quicker than the last build as well but will get some more parking in later today to confirm my findings. Overall, this update (2026.20.6.10) brought some massive UI changes, quality of life improvements, and really made this update feel like v14 even more. Absolutely incredible what they’ve accomplished with v14 lite on HW3 cars. Feels like I got a new car. Thanks @Tesla_AI and UI teams for all the hard work getting this out and I really hope it rolls wide soon!
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@cranky_md Curious if it will allow for 85mph.
12.6.4 won’t go more than ~81mph
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New v14 Lite only lacks 2 things from v14.3.x as far as i can tell:
- Mad max speed profile
- Intervention dialogue box
Parking gate failed to recognize
Parking is still sketchy
2 instances of brake stabbing over 2 hr drive
Has FSD metrics app, streak, start w/o brake confirmation, destination pop-up
Miles better than 12.6.4
~90% of full v14 current capabilities
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I think Jo should start counting Cybercabs and not Farzads.
I agree with his core conviction that pressure from the invested CAPEX makes a near-term deployment of Cybercabs essential for Tesla.
But we should not be looking at those pictures as a signal.
Farzads != Cybercabs
Jo Bhakdi@JOBhakdi
I can’t believe everyone is losing hope when cybercab is scaling . I am sticking to my high conviction that cybercab production IS a forcing function that makes launch inevitable soon
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@mikepat711 “Profound”
“Next level”
“If we execute well”
“Order of magnitude”
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TSLA EARNINGS PREVIEW:
-2026 is still the year of the robots. Is today 11:59pm on NYE? Didn’t think so, fuckers.
-5 new Robotaxi cities soon. When? Yes.
-V16 is when it really gets crazy.
-Cybercabs swarming every vacant office building parking lot in USA by Q4. Bookmark this.
Bears shook, haters cooked. Everything is free.
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I do believe this FSD 14 Lite build will start to expand. 🙏🏼
Zach with another great review. 👀
Zack@BLKMDL3
A few drives and over 100 miles in with the new FSD v14 lite update and here are my thoughts: V14 lite was already quite good and this update brought some HUGE UI improvements which makes it feel so much better. Tesla has added a great Start Self Driving from park change where you now don’t have to confirm by pressing the brake pedal to start FSD from park. Seems like a minor change but it’s a huge quality of life improvement. Tesla has also added the same parking options tab as AI4 cars, when approaching your destination it pulls up the tab to show you your parking options at destination. It shows the blue P and you can press it mid drive as well. Something else to note is Curbside has now been changed to Pull Over just like AI4 FSD v14.3. The Self Driving App has been added in this update just like AI4 cars, it tracks your overall percentage of FSD usage. Doing the math on my current usage/odometer it seems like the tracking started when I installed 2026.8.6. The Self Driving app shows you instructions on how to use FSD too as well as monthly stats. This new update has also brought streaks! Just like AI4 cars it tracks your continuous streak of FSD usage. It also shows you how many days in a row you have used FSD. Got a 100 mile streak tonight and it showed confetti just like AI4. Highway performance is SO good still. Keeps a consistent speed with no unnecessary lane changes and I saw zero left lane camping tonight. It handles high speed curves so perfectly and doesn’t ping pong and it feels so dialed in. Dare I say almost as good as AI4, almost all the way there- just wish it would accelerate stronger in hurry onto the highway when merging from the on ramp. Great lane choices and passing decisions. No traffic so it sat at 2mph slower than it used to when no cars around in standard and hurry but if a quicker car would come by it would speed up a bit. DMS might also be slightly more sensitive but it was dark out, will confirm with some more driving later today. City streets: this update is similar than before but seems to be slightly more confident around city streets. Hurry was a bit quicker than before but I wish it would accelerate slightly stronger in hurry profile only. Really good yellow light performance on the three I encountered and had smooth braking and no overreactions. I did however see the weird turn signal bug for the second time ever tonight at a traffic light so this is still present with this update as well as the slight steering wheel wobble at around 40mph and still way improved over v12.6.4. They definitely improved the way it leaves stop signs and lights though, slightly more linear and smooth acceleration from a stop. Obeyed both no right on red signs I encountered too. Dips and speed bump speed is perfect as it was before too. Most importantly, FSD v14 lite feels so much safer than v12.6.4. Parking might be slightly improved in this build where it took a better approach angle like I mentioned it needs to in the previous build reviews. It still doesn’t straighten out wheel at the end which I would like to see changed. It also still “double stops” when almost done with a parking job backing up to a supercharger space. Speed might be a tad quicker than the last build as well but will get some more parking in later today to confirm my findings. Overall, this update (2026.20.6.10) brought some massive UI changes, quality of life improvements, and really made this update feel like v14 even more. Absolutely incredible what they’ve accomplished with v14 lite on HW3 cars. Feels like I got a new car. Thanks @Tesla_AI and UI teams for all the hard work getting this out and I really hope it rolls wide soon!
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So confused. They are gonna make Optimus in both Texas AND California out the gate? Like. They cleared the S/X lines for Optimus production and we have this whole new building as well?
Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer
The Optimus factory at Giga Texas is growing faster, now 10 column grids wide (~400 to 450 feet in length, N-S or ~130 to 140 m) and growing to the N and S every day. On the S end, land reclamation work continues too, with more fill dirt, Geotextile membranes & the silt fences have been relocated further S along with more tree and vegetation removal. The full extent of the site and ultimate length of the building continues to evolve!
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@smdcapital I honestly don’t know much other than IREN. They already have a large interconnection from prior BTC mining that’s being swapped to AI compute as well as a good pipeline of power approvals. I’m nibbling at IRE (2x IREN) overnight.
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@thefuzz247 which do u like best? do u have opinion on APLD
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idk - doesn’t the kimi news throw shade on frontier labs like openai?
Fake@FakeTrading
$ORCL Brutal name to trade but I can’t ignore this insane falling wedge Reclaim 130 this can really start to reverse
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The training plan called for 4 hours + 60 miles of zone 2 at 130-170 average watts. But it was so nice out so I had to send it. Claude is super pissed at me but fuck em.
One of the best parts of cycling is that I get to go slam 3,000 calories with zero guilt now. Being the fatty at-heart that I am, this is a huge deal.
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@MilMileBattery Pretty well said, IMO.
mgmt signaled high Capex spend this year. might start depleting the "war chest". Curious how the market will react to this.
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Everyone upset with recent $TSLA movement should honestly be happy we are sitting at ~$400 range right now
Elon just IPOd $SPCX, arguably a more compelling story for retail investors
Robotaxi rollout has been SLOW - no sugar coating it. This doesn’t appear material well into 2027 if not 2028 at the current pace of deployment.
Optimus is nowhere in sight.
Deliveries are going very well, however, Elon and management have asked Wall Street to value Tesla as an AI company and not a car manufacturer.
Until Robotaxi/Optimus become enough close to a sniff of material, we will hang in this valuation. The question is when they do become material, what will the signal actually be?
Elon and management do not give Wall Street anything to project off of. We have no clarity into what happens next quarter, let alone 1 or 2 years down the line.
Holding both with plans to add with available cash, but I’m honestly pretty happy we are still at and around these levels. Wall Street giving $TSLA immense grace at this point in time.
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@butala_aryan @BrigtheBrig Yep I agree. My wife likes the flexibility of the 3rd row on the X.
Occasionally has kids friends or grandparents and the 7 seater comes in handy.
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@thefuzz247 @BrigtheBrig If you have 2-3 kids and want maximum trunk space, the Cybertruck $59k was the way to go. 3 ISOFIX points and 325kw charging and arguably the most comfortable.
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Model Y L critic says its not good for 4 kids, then proves himself wrong.
Anyone else see the hypocrisy? 😂
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@thefuzz247 @BrigtheBrig Okay, I get what you are saying.
The 7 and 5 seater have better seat position so trunk space would be maximized. My dad had the X plaid (6 seats) and comparing that to the YL (6 seats), the YL is longer and has better interior integration.
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@butala_aryan @BrigtheBrig For any family with 3+ kids, model X is the way to go. Specifically, 5 or 7 seater.
Model x has better range, charge curve, storage, and entry/exit egress. Anyone with kids and car seats would immediately agree.
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@thefuzz247 @BrigtheBrig Are you talking about YL being better than the MX 6 seater or 5 seater? YL is better than the MX 6 seater was my comparison to be clear. If you have 3 kids though, the 3 seats in the Model X (5 seater) would be better.
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@butala_aryan @BrigtheBrig It simply isn’t if you have more than 2 kids.
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@BrigtheBrig @thefuzz247 The YL is technically longer than the Model X. My dad had a Model X and I sat in the YL yesterday. Definitely YL is the better car.
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@BrigtheBrig @butala_aryan If you only plan to have two, probably good with YL, IMO.
We have three, and need all the trunk space the X provides.
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@thefuzz247 @butala_aryan I've got 2 kids under 4 years, YL will be fine? Or go for MX?
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@brandenflasch At the end of the day, Tesla is a for profit company. If costs to manufacture a car go up, they have to raise prices. Similar to Apple and their lineup.
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