Bryan de Vries

Tesla will be one of the companies to make AGI and probably the first to make it in humanoid/atom-shaping form

Tesla China VP Grace Tao has shared pics of all 4 versions of the Optimus Action Figure ✅ Regular ✅ Tesla Diner Edition ✅ Holiday Edition ✅ China Lunar New Year (Year of the Horse)

@CathieDWood @ARKInvest @Tesla It will begin to transform things in 2027, be obvious in 2028 and have a massive impact by 2029

Going to miss these #ModelSPlaid 🫡

Elon Musk continues to achieve the impossible. We are living in the greatest timeline.

I resisted AI for too long Living in denial Now it is game on @xAI @Tesla @SpaceX

Here is a summary of Tesla’s Q4 2025 Earnings Call, if you missed it: • Tesla is officially ending production of the Model S/X in lieu of an autonomous future. Tesla will replace the production space with Optimus lines. • Elon confirms Robotaxis in Austin do not have a chase car as of yesterday. • Tesla expects 2026 Capex to be in excess of $20 Billion. • Tesla expects to have autonomous vehicles in 25-50% of the US by the end of 2026 (PRP) • Tesla expects its Robotaxi Service to be in dozens of cities by the end of 2026. • Elon says Tesla will be a big manufacturer of Solar Cells. Confirms 100GW/yr production. • Tesla now has more than 500 Robotaxis across Austin, and the Bay Area. • The number of Robotaxis will roughly double each month. • Elon Musk says all cars Tesla makes in the future will be fully autonomous, expect the Next-Gen Roadster. • Optimus Gen 3 will be unveiled in a few months. “Long term, Optimus will have a significant impact on the US G.D.P.” • Elon is confident Tesla will reach 1M units/yr Optimus Production at Fremont. • Elon confirms once again that Cybercab will NOT be sold with a steering wheel and pedals. • Elon said Tesla expects to make far more Cybercabs than all other models combined. • Tesla ended 2025 with a bigger backlog of orders than in recent years. • Tesla’s CFO confirmed there is roughly 330K Active FSD Subscribers across the globe. • Elon predicts only 5% of miles driven in the future will be done by a human, with potential of it going down to even 1%. Everything else will be autonomous. • Elon says Tesla may transition the Cybertruck to a fully autonomous cargo truck in the future. • Elon says Tesla will have larger autonomous vehicles in the future. • Next-Gen Roadster will be unveiled in April 2026. • Elon says when he looks 3-4 years out, he sees chip production as a bottleneck. • Tesla has no plans to sell their chips to other company. • In order to remove constraints in 3-4 years, Elon sad Tesla will need to build a very big Terafab that includes logic memory and packaging domestically. This will also help remove geopolitical risk in the future. • Elon “it would be crazy to not try the Terafab—we will have a bigger announcement about this in the future.” • Elon said Grok could help manage Optimus Robots in the future. • Elon says Tesla is ahead of the rest of the world in terms of intelligence density of AI by an order of magnitude, or more. • Elon says the toughest competition in the humanoid robot space comes from China.

"I think the Tesla stack is the most advanced AV stack in the world” Jensen Huang deep inside knows who the leader in autonomy is. Not a single time in this interview does he bash what Tesla is doing, but rather praises them as the “state of the art”.

I need it.

New Tesla products that start shipping in 2026: • Optimus robot (Gen 3) • Cybercab • Tesla Semi • Megapack 3 & Megablock • New residential solar panel It will be Tesla's biggest new product release year ever.

Thank you @tesla for the new charging controls, settings and stats in the new Charging tab. But can we PLEASE add in one-time charge limit from the app also? You can only activate it from the screen in the car. @NotATeslaApp @Tesla_App_iOS @StatsTeslaApp

@robotaxi Cybercab is purpose built for autonomy Production starting in April

Every day, we're working towards making sure everyone can get any good or service they want without sacrificing our resources. This is sustainable abundance. To achieve this, our products must be accessible to all Tesla has all the pieces: AI tech + electrical-mechanical engineering + scalable production lines. No one else has that.

Tesla had a MASSIVE Optimus Billboard yesterday in Time Square, NYC. This is the main billboard in Time Square, it’s where the ball drops on NYE.

@spotted_model Very cool, we have a Cybertruck one also

If you bought an office chair from Tim or somebody else or made your own, please know my son‘s company is very close to unveiling the Super Seat (TM) addition that will plug and play (and plug into a standard wall outlet) giving you full OEM button control for tilt, seatback, and lumbar. Heating and cooling will be an additional onboard button with LED indicator. The prototype is working well after about 100 hours of R&D and several PCB board designs. Just a little more optimization needed. Can’t wait to show you soon. There will be an install vid and we will ship you the component kit so you can add it yourself to your chair with minimal experience. It won’t be cheap, but when you’re sitting in your Tesla office chair at the perfect position with heat on your back, it will be a game changer 😎

Tried to start a fight at the Tron: Ares premiere

@Tesla the lighting was too good to pass up 🚫⛽️

Latest IRS guidance to get the $7,500 tax credit Lease = order & take delivery by 9/30 Cash or finance = order by 9/30, can take delivery later

2026 Model S Plaid finished in the ALL-NEW Frost Blue Metallic paint, upgraded with our 22-inch UP Forged CYBRHEX wheel and lowered to perfection with our Model S/X lowering bracket 💎