Chief
11.4K posts
Here are the top 7 voted for questions by investors so far for @Tesla's Q1 earnings call next week:
1) When will we have the Optimus v3 reveal? When will Optimus production start since we ended the Model X and S production earlier than midyear? What's the expected Optimus production rate exiting this year? What are the initial targeted skills?
2) What milestones are you targeting for unsupervised FSD and Robotaxi expansion beyond Austin this year, and how will that drive recurring revenue?
3) How will hardware 3 cars reach unsupervised FSD?
4) When you do expect FSD Unsupervised to reach customer cars?
5) When will robotaxi expand past its current limited rollout?
6) Is v14.3 still the last piece of the puzzle to enable large scale unsupervised FSD and Robotaxi or do we now have to wait until v15?
7) What is Tesla doing to scale the energy generation business with solar? Residential roof deployments have stalled. Will Tesla move to regional solar and battery farms perhaps coupled to superchargers? Deploy solar through utilities?
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You can't mine at Yosemite. You can't mine at Yellowstone. You shouldn't be allowed to mine in the Boundary Waters.
Republicans are trying to sell out our most pristine waters to a foreign mining corporation.
NO.
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@TeslaLarry For all the bailouts they have received from Uncle Sam, it’s time they develop a capability to transition when we need them. If/when they are needed to transition during large scale war, they can manufacture drones. Anduril’s products are designed for simple tools.
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The Pentagon are asking the wrong companies. GM and Ford are not even a pale shadow of what they were in WWII. And they have zero manufacturing chops. If the DoW wants the pre-eminent manufacturing companies in the country, speak to SpaceX, Rocket Lab, and the other emerging tech companies (of course they are already engaging Anduril, so they must understand the pattern.)
Mario Nawfal@MarioNawfal
🚨🇺🇸 🇮🇷 The Pentagon just asked GM and Ford to start making weapons. The last time that happened was World War II... Senior defense officials sat down with Mary Barra and Jim Farley to discuss shifting factory capacity toward munitions and military equipment. GE Aerospace and Oshkosh are also in talks. The Pentagon framed it as a matter of national security. The Iran war burned through Tomahawks at nine times the annual procurement rate. Fired every PrSM in the inventory. Depleted Patriot interceptors across the region. The defense industrial base built for peacetime deterrence couldn't keep up with six weeks of actual war. During World War II, Detroit stopped making cars and started making bombers. During COVID, GM and Ford made ventilators. Now the Pentagon wants to know if they can make missiles. The $1.5 trillion defense budget request, the largest in modern history, calls for major investment in munitions and drone manufacturing. But traditional contractors can't scale fast enough. The Pentagon needs commercial partners who know how to run assembly lines at volume. Trump says the war is "very close to over." The Pentagon is already asking car companies to tool up for the next one. Source: WSJ
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A group of independent researchers built a device that can artificially induce smell using ultrasound, with no consumable cartridges required.
Details here: uploadvr.com/researchers-in…
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Thanks for sharing. Our team is reviewing. This is unacceptable.
Rob Green@RobGreen1010
🚨Heavy Handed removal of retiree benefits: A retired LCDR was just banned from all Navy bases and facilities in the Hampton Roads area for accidentally having a personal weapon in his vehicle at the base gate checkpoint. The retired naval officer has a Concealed Carry Permit. He also followed all directions provided to him by base security while voluntarily discussing his CC permit and noting that he had mistakenly had the weapon in his vehicle. Security suggested he turn around and come back without the weapon. He did so gladly and immediately returned back through the same gate (without the weapon of course) while the same security guards offered apologies for the inconvenience. The subsequent ban was an unexpected shock and a grave heavy-handed response to an honest mistake. The JAGs and Commander at Joint Expeditionary Base Little Creek have unilaterally removed all retiree benefits (except retiree pay) from an honorable man. He can no longer attend base functions, work a job on the base, use MWR facilities, or the commissary (military grocery store). Based on Secretary @PeteHegseth’s desire to ensure Second Amendment rights are defended by our Institutions, and that those exercising these rights are not unlawfully weaponized against, I pray this ban is quickly reversed.
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@GuntherEagleman @SenAdamSchiff Unfortunately, I can only like it once 🫣
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@SenAdamSchiff If you think Adam Schiff is a lying POS who belongs in prison, like this reply
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With Pam Bondi fired, we're hearing some names floated for the next Attorney General.
Spoiler alert: a less partisan DOJ is not on the horizon.
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@DoctorJack16 As they say, "The Face-Rippers come to those who wait."
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Grok analysis for $TSLA.
The top ~35–42 best trading days results in nearly all of the stock’s gains.
The rest of the ~4,000 trading days since TSLA's IPO on June 29, 2010, have netted close to zero (or negative) compounded contribution to the overall price appreciation.
Time in $TSLA >>> Timing $TSLA
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@EricLDaugh 40 Years too late for NATO to start planning to stand on its own!
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🚨 LMAO! Some European leaders have reportedly begun drawing up "NATO WITHOUT AMERICA" plans
President Trump has made them PANICKED they might not get a free ride anymore 🤣
The "European NATO" would supplement US military assets with European ones, per WSJ
Can you believe it's THAT hard for them to just let America use our bases and NATO airspace whenever we want, to do a favor for the world?
NATO SecGen Mark Rutte even admitted:
"If anyone thinks here that the European Union or Europe can defend itself without the US, KEEP ON DREAMING! YOU CAN'T! We can't!"
"Europe — if you REALLY want to go it alone, and those of you who are planning for that, FORGET that you can ever get there with 5% [GDP for defense spending]. It will be 10%! You have to build up your own nuclear capability!"
"That costs billions and billions of euros. You will lose them. In that scenario, you would lose the ultimate guarantor of our freedom, which is the U.S. nuclear umbrella. So, hey, good luck!"
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@KobeissiLetter The only oil that matters is the black market oil supplies that would have withstood sanctions during a Taiwan Invasion. This is a weak math exercise 🙄
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China is well positioned to withstand the impact of the US blockade of the Strait of Hormuz:
Before the war, China purchased ~14% of its oil from Saudi Arabia, 11% from Iran, and 29% from the rest of the Middle East.
Russia supplied another 20%, with the remaining 26% coming from the rest of the world.
Despite the war, Iranian oil has continued flowing to China, making the country the least affected Asian nation.
However, China has still lost at least 20% of its total oil imports despite Saudi Arabia and the UAE rerouting crude through alternative export channels.
China has also built the world's largest strategic petroleum reserve over the last decade, with more than 1 billion barrels of crude stockpiled.
As a result, even a 2-month loss of Iranian supply would only deplete China's emergency reserves by ~10%.
China has been preparing for this situation for years.
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Chief รีทวีตแล้ว
x.com/gilileoB/statu…
Mark Carney, Canada’s Prime Minister and leader of the Liberal Party, says:
“We cannot trust America.”
Meanwhile:
- His wife lives in the United States
- All four of his children live and study in the United States
- 91% of his investment portfolio is in the United States
- He owns a house in the United States
Yet he tells Canadians they can’t trust America.
Hypocrisy at its finest.
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@SawyerMerritt @Tesla Wonderful news. Delaware judiciary is cooked and they have done emended damage to their reputation.
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NEWS: A Delaware court today dismissed several shareholder lawsuits against @Tesla after ruling that the cases must be filed in Texas instead, a big win for Tesla and Elon Musk.
Vice Chancellor Bonnie W. David ruling: "I will not second-guess Tesla stockholders’ chosen forum by purporting to weigh the advantages and disadvantages of Texas law and procedure relative to our own. The owners of the corporation voted to require that derivative litigation be filed in a Texas forum. On the present facts, it is not inequitable to enforce their decision. The defendants’ motions to dismiss are therefore granted."
The three lawsuits were originally brought in Delaware. However, while the cases were still in early stages, Tesla announced and then approved a corporate change moving its legal home from Delaware to Texas. As part of that move, Tesla adopted a new bylaw requiring that all shareholder derivative lawsuits be filed exclusively in Texas courts.
The shareholders argued their cases should stay in Delaware since they were filed there first. The court disagreed, saying Tesla’s new Texas forum rule is valid and applies even to existing cases because the litigation had not progressed far and the change was properly approved by shareholders.
As a result, the Delaware court granted Tesla’s motion to dismiss, not on the merits of the allegations, but because Delaware is no longer the correct venue. The plaintiffs would need to refile in Texas if they want to continue the cases.
Big legal win for Tesla!
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🇨🇳🇮🇷 China's Defense Minister just told the U.S. Navy directly: our ships are going through the Strait, we have agreements with Iran and you don't touch them.
The U.S. blockade is live with 15 warships in position and China just announced it's sailing through anyway.
The next ship that tests that line is a geopolitical event.
@MOSSADil
Mario Nawfal@MarioNawfal
🇮🇷🇮🇳 Iran’s ambassador to India says “good talks” are underway to keep Indian ships moving through Hormuz. He calls Indians “reliable partners” during the tensions. As others debate blockades, Tehran opens the door to New Delhi.
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