PAT

A beginner’s guide to $TSLA: 1) Elon Musk + vision 2) First priciple thinking 3) S curve adoption (multiple) 4) Manufacturing + software innovation 5) Vertical Integration 6) Operating leverage 7) Most interesting product portfolio: EV, Solar, storage, FSD+Optimus

Anthropic just paid millions to hire Andrej Karpathy. He gave you the same knowledge for $0 the same week. Co-founder of OpenAI. Former head of AI at Tesla. The man who coined vibe coding. No recruitment fee. No exclusive access. Just a link and 29 minutes. LLMs are ghosts not animals. Vibe coding is dead. Software 3.0 is here. Watch it. Then read this. Because Karpathy tells you what Software 3.0 is. This shows you how to build one - a software factory with Claude Code that ships features while you sleep. The full build guide is below.

Grok foundation model V9-Medium (1.5T) has finished training. Evals look good. A lot of Cursor data was added in supplementary training and there is more to come. Fine-tuning is underway and reinforcement learning begins in a few days. 2 to 3 weeks to public release. This will be a major improvement over the 0.5T v8-small that currently serves all Grok production traffic, especially for difficult coding tasks.

SpaceX's Starship rocket just successfully performed a flip maneuver and precisely splashed down on target in the Indian Ocean next to a buoy with @Starlink on it. The SpaceX team ends the stream with a "USA! USA! USA!" chant 🇺🇸

FSD Supervised is now available in: - United States - Canada - Mexico - Puerto Rico - China - Australia - New Zealand - South Korea - The Netherlands - Lithuania

As the recently expanded partnership with @AnthropicAI demonstrates, @SpaceX is offering AI compute as a service at significant scale. We are in discussions with other companies to do the same. Over time, especially with orbital data centers, we expect to serve AI at extremely high scale.

Tesla has announced that it is investing almost $250 million to expand 4680 battery cell production at its Giga Berlin factory, lifting its capacity target for the site by more than double, the company said today. At 18GWh, the annual production capacity target would be more than twice the 8 GWh figure Tesla had previously set for the site, the company said. Battery cell production at the expanded facility is expected to employ upward of 1,500 workers, according to Tesla. qz.com/tesla-250-mill…

Tesla Semi hauling Cybercabs🔥

We’ve agreed to a partnership with @SpaceX that will substantially increase our compute capacity. This, along with our other recent compute deals, means that we’ve been able to increase our usage limits for Claude Code and the Claude API.

🚨 Tesla just moved 4 more Model Ys to unsupervised, total now 36 Robotaxis These cars were running with safety drivers before, now fully driverless. This kind of conversion is key, scaling autonomy isn’t just adding cars, it’s upgrading the fleet. 🚀 $TSLA

10B

@elonmusk When’s grok catching up to Claude and OpenAI on coding?

Grok #1 in law

Today: 25 $TSLA unsupervised Robotaxis. End of May: 50. End of June: 100. End of July: 200. End of August: 400. End of September: 800. End of October: 1,600. End of November: 3,200. End of December: 6,400.

My favorite pastime recently has been updating this graph Over a week ago I suggested that $TSLA unsupervised Robotaxi is doubling every 3 weeks So far, they have been hugging pretty close to that growth curve At this rate, they'll exceed Waymo's entire fleet by...

🚨 Tesla’s Robotaxi fleet has grown to 640 vehicles • Supervised: 621 • Unsupervised: 19 Breakdown: • Bay Area: 538 • Austin: 98 • Dallas: 2 • Houston: 2 The fleet is growing, and unsupervised is slowly scaling. $TSLA via @RtaxiTracker

This is an absolute must read for anyone wanting to understand Tesla’s approach to solving wide scale Robotaxi and whether competitors can catch up.

In formation

There are a few new pieces of info from @Tesla in the last 24 hours that I think are worth highlighting: 1) Tesla ended last quarter with the highest Q1 order backlog in over two years. 2) Tesla now has 456,000 active monthly FSD subscribers, generating over $45M/month in revenue. 3) Tesla's fleet is now driving an average of 28.8 million miles per day on FSD, up 100% from just 3 months ago. 4) Tesla is increasing Model Y production at Giga Berlin by 20% starting in July, and hiring 1,000 new employees. 5) Tesla has entered into an agreement to acquire an AI hardware company for up to $2B, of which ~$1.8B is subject to certain service conditions and/or performance milestones dependent on the successful deployment of the company's tech. Tesla didn't say in its 10-Q filing which company this is. 6) Tesla is going to nearly double its GPU training capacity in Q2 2026. 7) The Cybercab will not be subject to the annual 2,500 autonomous vehicle cap. 8) FSD V15 will work on AI4

Tesla Upcoming Events / Milestones / Cataysts

Cybercab has started production

Congratulation to all $TSLA investors, we are all also now investors in SpaceX. The Tesla team put $2B to work into the hottest private company in the world. LFG!