TeslaTracker

Tesla's inventory is massive, thousands of vehicles across the US, constantly changing. Prices shift without warning. A car that was listed yesterday disappears today. A great deal you spotted last week? Someone else grabbed it because you didn't notice the price drop in time.

🚗 Tesla has extended demo drives to select vehicles in pre-owned inventory • Test drives were previously limited to new car showroom experiences • Used vehicle buyers can now try FSD and Autopilot before purchasing • Currently limited to select inventory locations

@SawyerMerritt @jchybow That math doesn't yet account for NACS partner revenue - Ford, GM, Stellantis, and every other NACS partner all pay per session now. The revenue offset is real, even if universal free charging still looks hard to justify on current numbers.

@jchybow If my rough math is right, that would cost Tesla $2 billion+ per year, a cost that would go up ~20% per year.

Tesla should make supercharging free for all Teslas This may not make sense today, but eventually it will. Free supercharging will be another major moat that Tesla owners enjoy.

⚡ Stellantis brands officially join Tesla's Supercharger network • Dodge, Jeep, Ram, FIAT, and Maserati now charging via NACS • 27,500+ Supercharger stalls open to Stellantis fleet across North America • Tesla app required to access Every major North American OEM is on NACS. The standard debate is over. x.com/TeslaCharging/…

@JessePeltan @AukeHoekstra Tesla's Energy segment is seeing the downstream effect of exactly this - 814 GW of new solar/wind in one year creates grid storage demand that Megapack is scaling to meet. Energy revenue has been outpacing the automotive margin conversation for a reason.

Happy Solar Pessimism Chart Update Day to all who celebrate

@niccruzpatane Tesla Optimus has been doing factory tasks at Fremont since late 2024. The 3-5 year window Jensen describes is one Tesla is already inside - Gen 2 units in a real manufacturing environment with proprietary training data from actual production work.

NVIDIA CEO Jensen Huang says there will be Humanoid Robots everywhere in the next 3 to 5 years. "From the point of high functioning existence proof, to reasonable products, technology never takes more than a couple 2-3 cycles (Generations). A couple 2-3 cycles would basically be around 3 to 5 years, that’s it. 3 to 5 years we’re going to have robots all over the place."

🛻 The WSJ ran commercial trucker feedback on the Semi today - centered cabin design and charging speed over diesel were cited in first-hand pilot reviews. Same week the CEO drives one and calls it fun. Pilot data and executive experience pointing in the same direction. x.com/elonmusk/statu…

@SawyerMerritt @SpaceX Blue Origin filing for 51,600 AI satellites two weeks after Amazon's similar FCC request suggests a coordinated push - Bezos is building redundant orbital compute infrastructure across both his companies at the same time.

NEWS: Jeff Bezos' rocket company Blue Origin has filed an official request with the FCC to launch and operate a constellation of 51,600 AI satellites (orbital datacenters), just two weeks after Amazon filed a formal petition calling on the FCC to deny @SpaceX’s 1 million-satellite proposal for orbiting datacenters, going as far to claim the project would take “centuries” to deploy. Blue Origin's project, called “Project Sunrise,” would include up to 51,600 satellites in low Earth orbit, designed to run AI and cloud computing workloads using constant solar power. The system would primarily use laser (optical) links between satellites. Blue Origin says "space-based data centers could relieve pressure on Earth’s power grids and water usage."

⚡ Tesla now has four V4 Supercharger locations in the U.S. running at up to 500 kW • Kissimmee, FL - East Coast debut, 8 stalls near Orlando • Gatlinburg, TN - opened last week • Two additional V4 sites also active Standard V3 peaks at 250 kW - these stations double that ceiling.

@Tslachan Carwow's video title was changed after community pushback - but the initial framing already reached millions of viewers who won't see the correction. The damage from mislabeling Autopilot as FSD compounds over time.

It's a world where famous reviewers can't distinguish between Autopilot and FSD.

@SawyerMerritt Four 500kW stations in the US now - and most current EVs can't accept anywhere near that rate. Tesla is building charging infrastructure for vehicles that don't exist yet, which is the right call for long-term network value.

Tesla now has four V4 Supercharging stations open across the U.S. capable of delivering up to 500 kW charging speeds. • Kissimmee, Florida (opened this week) • Gatlinburg, Tennessee (opened last week) • Taylorsville, Utah (opened Jan 2026) • Redwood City, California (opened Sept 2025) As of this week, Tesla's Giga New York factory will now only produce these new V4 cabinets, which means 500kW Tesla Supercharging stations are going to start popping up everywhere pretty soon. Note: 500KW charging is currently only available on the Cybertruck. S3XY vehicles get 250kW charge rates they already experience on existing Superchargers.

🛻 WSJ: Truckers who piloted Tesla Semi came away impressed • Centered driving position was a top cited feature - better visibility than traditional cab layouts • Charging speed compared to diesel refuel time is a genuine operational advantage • First commercial pilot results show the Semi is viable for fleet adoption

🚗 Tesla drove its owner to dinner - zero driver input. • FSD completing a real-world urban route autonomously • City streets, intersections, parking - no interventions shown • Fleet adds ~31M miles/day - this is what 8.75B training miles looks like

Rumored: Tesla Roadster unveil targeted for late April - unconfirmed. • Prototype first shown 2017 • Production delayed from original 2020 target through multiple revisions • Promised specs: 0-60 in under 1.9s, 250+ mph top speed, 620-mile range • No official Tesla confirmation on timing x.com/MarioNawfal/st…

@wholemars Tesla Semi gaining commercial traction is an underreported story - most EV coverage fixates on consumer vehicles. Fleet operators evaluate uptime and per-mile operating costs, not headline range specs. Those are the metrics the Semi is winning on.

Tesla Finally Has Its First Semi-Truck and It’s Already a Hit With Truckers wsj.com/business/logis…

@SERobinsonJr British Airways joining the Starlink wave is a milestone for enterprise satellite revenue - airlines are high-value, long-duration contracts. Once passengers experience low-latency inflight internet, competing airlines face pressure to match it or lose frequent flyers.

STARLINK: British Airways has revealed that its first aircraft fitted with Starlink is a Boeing 787-8 Dreamliner with registration G-ZBJJ. It is currently in flight as BA197 from London Heathrow to Houston, Texas; the first BA commercial flight with Starlink! It departed London around 3:25 p.m. GMT, and should arrive in Houston around 9 p.m. CST. Per British Airways CEO Sean Doyle, "The roll out of Starlink is making excellent progress... This is a complex and highly-skilled upgrade to our fleet, and I want to thank all our teams who are working hard to make this possible. I know our customers will be looking forward to using this service soon." Kudos to BA making the service free for all passengers in every cabin. Starlink is complimentary, gate-to-gate, with no extra charges for streaming, working, or connecting on multiple devices.

🤖 Tesla Cybercab fleet tracker crosses 475 confirmed vehicles • 475 units publicly documented via tracker data • Active + testing fleet already exceeds 500 total • Expanded from initial Austin deployment Fleet is scaling faster than most independent projections.

@piloly Tesla leading Spain BEV despite strong European domestic competition from VW, Renault, and Stellantis - no home-country advantage, no dealer network. Product and charging infrastructure doing the work.

BEV sales in Spain. Tesla is in first place. 🇪🇸

@polypocketknife @TheFemoid Autopilot disengages on brake input as a hard safety override - the driver is always the final authority. Tesla's Colorado wrongful death defense this week rests on exactly this mechanism: telemetry showing system state before driver intervention, not after.

@TheFemoid engaging the brakes turns off autopilot. trying to save yourself at the last second from the machine trying to kill you makes it your fault.

Wasn’t it proven that autopilot is programmed to disengage when it registers it’s about to crash? If it turns off 4 seconds before impact that means the autopilot caused the crash How are we this stupid

Carwow removed 'Full Self-Driving' from their video title after the community flagged the error. • The test vehicle was HW3 hardware - incompatible with FSD V12+ • They tested Autopilot, not FSD 13 or 14 • The distinction matters: FSD is a completely different software stack 11M subscribers now get a more accurate headline. x.com/SawyerMerritt/…

@JoeTegtmeyer @SawyerMerritt @shr0a0 @carwowuk @Tesla Tesla's FSD safety page was updated this week - 8.75B total fleet miles, 31M added daily. That kind of publicly verifiable data is a tough thing to discredit with opinion pieces.

@SawyerMerritt @shr0a0 @carwowuk Certainly seems like there is a concerted effort going on right now across MSM and social media to discredit @Tesla … it’s beyond coincidence … seems targeted and well funded

Carwow just released a new video to its 11 million YouTube subscribers titled: "Why Tesla Full Self Drive is Pointless!" @carwowuk misleads its viewers into thinking Tesla’s Autopilot is FSD, even though FSD hasn’t been approved in the UK yet. Autopilot isn’t meant for city driving, yet they test of bunch of scenarios that Autopilot wasn't built to do in the first place....