Ben

@fesshole Why do people think zombies are a real thing?

If I get prescribed antibiotics from the doctor, unless it's life threatening I store them in the cupboard. It's short term inconvenience, but when the apocalypse happens, zombie or otherwise, I'll be sitting on a trading goldmine.

@C_S_Skeptic @TeslaFraud Still 10x overvalued.

Glad to see people waking up (finally). Back to 2021 levels.

@bitcoinjack @F1 I remember when everyone was moaning about cars going flat out round the corners and that it was ‘no longer a challenge’ I remember when tyres were insane and never lost grip, and people moaned about the lack of tyre jeopardy. People always moan.

Left: Webber, Suzuka, 2013 Right: Verstappen, Suzuka, 2026 Same straight, find the differences Watch where the speed starts to disappear because the battery is empty and the superclipping starts They killed the element of @F1 that made it attractive: full throttle, last one who blinks, attacking corners on the limits of what these cars could handle Excellence in driving was rewarded Now excellence in battery technology is rewarded and great drivers no longer make the difference. Also why Russel isn’t miles ahead of Kimi, why Hamilton is on par with Charles and Hadjar is the closest teammate to Verstappen since Ricciardo. The ICE is now just a glorified generator, energy is taken away from the straight into cornering speed and stored in the battery to increase acceleration out of corners, which, like Alonso said, the kitchen chefs could drive just as easily.

@OverlyTrev The Cybercab hasn’t been seen operating without someone manually driving it.

It’s kind of funny, do they believe this is revolutionary, that they’re the first to think about a two door fully driverless vehicle? This Lucid is a concept, might come true one day. The Cybercab is Reality and starts production in less than a month.

@JamesonCamp Man made horrors beyond our comprehension.

$5,000 an hour. for sunlight. from space. a startup putting 50,000 mirrors in orbit to sell sunlight anywhere on earth I thought this was the dumbest idea Ive ever heard then it clicked - firefighting aircraft get GROUNDED every night at sunset. pilots cant see terrain. fires burn unchecked for 10 hours straight. and heres whats wild - water drops are 60% more effective at night. cooler temps. less wind. but nobody can fly. light up the fire line from orbit. let them work. the US spends $3-5B a year fighting wildfires. this is a rounding error. - a single late frost in Napa or Florida citrus can wipe out an entire season. $854M in frost losses last year alone. but the crazy part - the real buyer isnt even the farmer. its the crop insurance company trying to avoid a $500M payout by spending $50k on a few hours of orbital sunlight - fog costs London Heathrow over $100M a year in delays. fog burns off when sunlight hits the ground. you speed that up by 30 minutes and the value per hour is $500K-$1M. $5k/hour is pocket change - military forward operating base at night? forget night vision goggles. just light up the whole compound from space and go get it - 4 million people above the Arctic Circle live in MONTHS of total darkness. depression. productivity drops. everything slows down. you could give entire communities twilight during polar night - 150,000 babies die or get brain damage every year in developing countries from jaundice because the cure is literally just light and they dont have electricity for it. beam it down from orbit. no power grid needed. I went down this rabbit hole for an hour and every use case is more insane than the last 260,000 people from 157 countries on the waitlist. each dropping $1,000-5,000. Sequoia backed them - first space investment since SpaceX. the Air Force already signed a contract. mirrors weigh 35 lbs and theyre the size of a basketball court. 4-10x brighter than a full moon. built by a 28 year old ex-SpaceX engineer. this went from "dumbest thing Ive ever seen" to holy shit in about 10 minutes...

@elonmusk You weren’t saying that 10 years ago when you promised it was already solved.

@wholemars They have no idea how hard FSD is. Only path to success imo is hardcore real-world AI software with dedicated NN inference acceleration ASICs in car, multibillion dollar NN training supercluster and 10+ billion miles of vehicle data. Good luck.

In January, Green Hills Software proudly announced that the BMW iX would use their tech. But read closely, and you’ll notice BMW didn’t use their tech at all. Some of BMW’s tier 1 suppliers like MobilEye did. And now BMW is dumping MobilEye, and Green Hills Software with them.

@LoftusSteve @robhawkes Solar plus heat pump plus EV effectively eliminate running costs. We save over £4K a year because of those. Then we earn a bit of pocket money selling back to the grid. It shifts the balance of power back to the little guy, which is why lobbyists and paid shills hate it.

@robhawkes It's something that shouldn't be ignored. Personally I'd rather not make electricity so expensive that people need to defect from the grid and we need to depend a fortune upgrading it to cope.

The distribution grid absolutely cannot cope with lots of domestic solar, plus heat pumps, plus EV chargers, and upgrading it to do so will cost hundreds of billions.

@barrymu54452135 @AndyatAuto That’s entirely down to your driving then. Never changed the tyres on my MG4 3 year lease and wife’s done 30k on her Bridgestones with plenty of tread left.

@AndyatAuto 6 tyres a year average, compared to two per year average using petrol or diesel. In part to tyres needing to be matched. Average price of tyre £225 - £265. Charging on the road, is a rip off. So cheaper depends on range and distance travelled, and driving style. Imho. ENYAQ

Increasing relevant - Annual fuel cost comparison (EC v ICE with realistic UK driver) Assume 8,000 miles/year: Petrol ~15–20p/mile → £1,200–£1,600/year EV Mixed charging: ~10p/mile → ~£800/year Annual saving: •Pre-Iran: £400–£900 •Now: £600–£1,000+ EV cheaper servicing and Tax advantages adds maybe £100–£300/year advantage So saving around £1000k pa There’s a lot to be said for having a multitude of energy generation methods like solar, wind, nuclear and gas. After the 2011 “Great Earthquake” in Japan and the following supply chain collapse, the only cars able to function effectively in Fukushima area were the EV’s. It also caused Nissan to bring V2G out of the lab and in to reality. My home in Tokyo was the first real world prototype! The argument for energy security, for the environment and increasing for cost of living, increasing favours EV adoption - the economics, especially where you can largely charge at home are completely compelling. But what we will see is that, when combined with solar and battery, the security of self sufficiency is very attractive. EV’s are part of the journey toward energy generation democratisation and decentralisation. It will not be the ecological argument that wins, but it will be the compelling economic one!

@AndyatAuto Absolutely. When we switch to EVs 3 years ago it was based on one simple calculation, that we would save £3k a year on diesel. We assumed 12p kw/h versus £1.30/l. Our electric is now 4.2p kw/h and diesel £1.79. But according to the haters EVs are government control.

@LoftusSteve NASA developed the technology that allowed SpaceX to carry forward. You wouldn’t have one without the other.

There's no greater advert for privatization over public ownership than SpaceX's complete destruction of NASA in less than ten years, despite NASA having a fifty-year head start.

@RabbiP @Tesla He’s the CEO, he runs it, represents it. The board should have fired him years ago. Can’t fix retarded.

Getting out of my @Tesla A lady just stopped me in the parking lot. Her: Excuse me, you know we’re supposed to be boycotting Tesla? Me: Why? Her: Ethics Me: Excuse me? Her: You know, Elon and all the stuff he’s doing? Me: What does that have to do with Tesla? Her: He owns it. Me: No he doesn’t, it’s a publicity traded company. Her: Oh (looking confused)… Me: Yeah, you can buy a share, I can buy a share. The Board of Directors represents us. Her: What as that term you used? Me: Publicly Traded Company Her: (types it into her phone). Thank you. (Realizing she has no idea what she’s talking about, quickly walks away) You can’t fix stupid! @elonmusk

@LinusEkenstam I thought Cybercab was the only thing Telsa needs now?

Model W would probable sell in spades.

@but_cyclists Should have been increased to a custodial sentence on appeal. Unbelievable driving.

A trained and licensed motorist collides with a motorcyclist after they come out of nowhere with no high vis or lights. The motorist was originally given a suspended sentence but appealed this on the basis of being a hard worker and it was reduced to a simple fine.

@alex_avoigt Oh don’t worry, Tesla will be doing this a lot.

Imagine the headline if that had happened to a Tesla Robotaxi.

@smdcapital Optimus wouldn’t be able to do that

so elon musk does not get invited to the 'tech council' and now Figure was chosen instead of Optimus for whatever this was all the while, elon is posting about Grok Imagine this isn't a good precedent. and its also a signal of the quality of the relationship between elon and trump

@ns123abc Elon needs bag holders to bail out his twitter loansharks.

🚨 BREAKING: SpaceX filing IPO this week, aiming to raise $75 billion+ >biggest US IPO of all time >surpasses all money raised by US IPOs last year combined >filing may show xai losing money >investors don’t care >it’s elon Individual investors getting 20%+ of shares (vs typical 10%). No standard 6-month lockup. Elon wants retail investors in. we are so back

@JonLocke @efrnRoN @niccruzpatane @Tesla Would you volunteer to be hit by a Cybertruck going 30mph to prove its pedestrian safety credentials?

The issue they claim is shape but I have yet to see any evidence that getting hit by the cybertruck is objectively more dangerous than getting hit by a different car of equal size and weight. In terms of weight because EVs obviously weight more you can right now purchase the Mercedes-Benz G580 which weighs 3085kg which is 310kg more than the lightest version of the Cybertruck.

The Tesla Cybertruck is the ONLY pickup truck (Gas or Electric) to be awarded IIHS Top Safety Pick+ in 2026 For 2026, IIHS safety rules have become even tougher. Cybertruck is the only truck in its category to be awarded the highest honor. 🦾 Congrats @Tesla Engineering Teams!

@niccruzpatane @Tesla Model 3 and Y don’t make the cut.

Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.

The committee who signed off the grill need their heads wobbled. Bet it lights up like a Christmas Tree too.