Ariel Netz

@LamarMK Its not just in absolute amount but also relatively to ICE cars. Don't know where you are located but my numbers are not close to those. Had they been like yours... you would have a point.

Why are people saying it's expensive to insure a Tesla? I insure a Cybertruck and a Model Y. Two drivers, full coverage with towing and rental for just over $200 a month. People are always shocked when I tell them that. They expected it to be way more. The insurance cost is one of the biggest myths holding people back from buying a Tesla. How much do you pay to insure yours?

@LamarMK They give you a different rate than me. I don't own one, but when I was shopping to see if I could make one work, it was over $200/mo. for just me. Do you live in a state without compulsory automotive insurance?

@elonmusk Why tell us? Convince the insurance company that their data is wrong and they "don't get it:

If you want to know what’s really safe or what’s not, just try buying insurance for it

@elonmusk Shouldn't Tesla offer car insurance in those states? What's holding you in WA state....

Tesla will be #1 in more states over time

@aakashgupta Don't think that is the reason. Prices went up (the ingredients), RedRobin resisted increasing prices for as long as they could by offering less for same money. Sizes went down. Eventually thru caved, raised prices and still offering less. Customers votes with thier feets

Red Robin is a case study in how to kill a restaurant chain from the inside out. In 2015, the stock hit $92.90 per share. Revenue peaked in 2017 at $1.4 billion across 573 locations. Families loved the place. Bottomless fries. Birthday parties. “Gourmet” burgers when that word still meant something in casual dining. The brand had real equity. Then management panicked about rising minimum wages and made the single worst decision in the company’s history: they fired all the bussers. January 2018. CEO Steve Carley cut bussers across every location, eliminated expeditors, and replaced kitchen managers with generic “back-of-house” roles. The logic was pure spreadsheet thinking. Labor costs were rising, so remove labor. The savings looked great in quarterly earnings. The second and third order effects were catastrophic. Tables stopped getting cleared. Wait times ballooned. Walkaways increased 85% year over year. 75% of the dine-in traffic loss came during peak hours, the exact window when the restaurant makes money. Ticket times out of the kitchen jumped a full minute on average. Customers who waited 20 minutes for a table and another 20 for a burger stopped coming back. Red Robin’s own CEO at the time, Denny Marie Post, admitted the damage was self-inflicted. And here’s the compounding problem. While Red Robin was gutting its own service model, it simultaneously launched a “Tavern Double” value menu at $6.99 to drive traffic. Orders of the cheap burgers jumped from 9% to 15% of all orders, which cratered the average check. So Red Robin was now serving worse food, slower, in a dirtier restaurant, at a lower price point. That combination is how you enter a death spiral. Meanwhile, 16% of locations were in malls. Mall traffic was already declining. Those locations saw 5.5% sales drops versus 3% at standalone stores, dragging the whole system down. Management acknowledged the problem quarter after quarter and did nothing about it for years. Five CEOs in 10 years. Think about that. The one leader who provided stability, Michael Snyder, was with the chain from 1979 to 2005. After that, it was a revolving door. Every new CEO launched a new turnaround plan. Every plan was abandoned by the next CEO. The North Star plan. The First Choice plan. New menu rollouts. Loyalty program reboots. None of it addressed the core issue: they’d trained an entire generation of customers to think of Red Robin as the place where the service is terrible. The contrast with Chili’s makes the failure even clearer. Kevin Hochman took over Chili’s in 2022 and did the opposite of what Red Robin did. He simplified the menu, invested in operations, launched a $10.99 “3 for Me” deal that went viral on TikTok, and let the food speak for itself. Chili’s just posted 31% same-store sales growth. Red Robin’s comparable revenue was down 1.2% for all of 2024. Both chains were in roughly the same position three years ago. One chain invested in the customer experience. The other spent a decade cutting it. Red Robin’s $65M market cap and Chili’s $3.3B market cap tell you which approach works. The stock went from $92 to $3.61. That’s what happens when you optimize for the quarterly earnings call instead of the customer walking through the door.

@elonmusk @Tesla @Tesla_AI Amazing tech to be wowed by, not to pay $100 per month to if you are not driving that much. Variable pricing based on consumption is needed.

Try @Tesla self-driving. If you haven’t done so or you tried an earlier version, try it again now. It’s awesome 😎 Great work by the @Tesla_AI team!

@dmakogon @iJoerch @davidmarcus Problem with that... folks need to make a buy decision on a daily basis. Do it per mile and it runs in the background...

@iJoerch @davidmarcus Nah. Too variable & needs usage caps. Just keep it simple: $10 for 24-hour pass. Perfect for occasional outing w/FSD. Even if used every Friday and Sunday, you’d be at $80/mo. For infrequent use, maybe $20-50. Much easier to justify an occasional $10. And great w/multi car FSD.

FSD has gotten so insanely good. I don’t understand why anyone in the market for an EV would buy anything else than a Tesla at this point. Total game changer.

@davidmarcus Its 2 different decisions. EV vs ICE and FSD vs not. FSD is another $1200 a year on top of lease. You assume people will want to have that option. If you are sure you must have FSD and than its obvious. If on the other hand you just autosteer. There are many other options

@tesla_na They can't even stay in thier lane for this price...

Both Model 3 & Y start at under $40k & can drive themselves under supervision

@TeslaKing420 According to court ruling... they do advertise and not only that , they provide false advertising... so there is that too...

Me and my wife went out to dinner last night and I had a Tesla sweatshirt on. Our waiter asked if we owned one and I told him yes. He started asking how it handles in the snow, but I immediately pivoted and told him it literally drives itself anywhere you want to go. He was genuinely shocked and had no idea. I get this reaction all the time and it really makes me wish Tesla would consider FSD advertising. There’s so many people that don’t know it even exists.

@niccruzpatane He gave the wrong answer.... Tesla does limit its car driving capability based on number of condistion.... its just not based on map. He did bad job explaining it

These are the types of politicians Tesla has to deal with, specifically ones like Senator Markey. I give Lars Moravy, Tesla’s VP of Vehicle Engineering, credit for keeping his composure here. It’s hard to listen to someone who has no idea what they’re talking about.

@SawyerMerritt @Tesla I don't understand something. On my other cars, I use my eyes when I drive. My eyes have all the information a camera has, yet I always found it useful to have a sensor telling me I am too close. Btw, my other car's sensor doesn't require water spray on regular basis.

Ashok Elluswamy, VP of AI at @Tesla on self-driving: "It's so obvious you can solve this with cameras. Why wouldn't you solve with cameras? It's 2026. The self-driving problem is not a sensor problem, it's an AI problem. The cameras have enough information already. It's a problem of extracting the information, which is an AI problem." (via @aelluswamy's presentation at the 2026 ScaledML Conference on January 29th)

@Teslaconomics Any business plan/decision based on Elon's promises is indeed a bad decision. The constant changes in business terms and feature availability make Tesla one of the most untrusted companies in the auto market. It's a risky platform on which to develop any business plan.

Many laugh at me when I say I’m building one of the largest Tesla Robotaxi fleets in the U.S., that’s fine. Once Elon & Tesla give me the green light, I’ll prove how profitable this really is. And chances are, the Robotaxi you step into… will be mine.

@niccruzpatane Does it have autosteer? that is enough to make me interested.

BYD just rolled out its new God’s Eye 5.0 update in China, which now builds on the end-to-end architecture and “reinforcement learning”. BYD says this software is now intended to feel more “human-like” than previous software versions.

@PardonMyTake Just take out all the team the Seahawks won against and you will "discover" they lost all other games ...genius.

If you take the good teams off the Seahawks schedule they actually haven’t played anyone good

@DevinOlsenn Frankly... i have fatigue from all those videos in general and more so now when Tesla going backward on basic functionality . Car might be reliable but as a company... they need FSD

Tesla Self-Driving v14.2.2.4 First Drive I keep typing out and then deleting my words—it’s hard to give a good “review” of FSD when each version feels so similar to the last. That’s not a bad thing. Overall, FSD now handles everything it should, and it has for a while. There are still issues with speed control (I made a separate post about that), no max speed setting, rolling stops aren’t implemented, navigation could use work, etc. With all that said, the car drove me around for an hour tonight with zero interventions. It parked perfectly at every destination, made smart lane choices, and drove really well. Is FSD v14.2.2.4 perfect? No. But it’s incredible how good FSD has become. I’ll do a proper drive tomorrow and give a better review. I just wanted to get something out tonight for those who care. It’s almost 1 a.m., so I’m heading to bed. If there’s anything specific you want me to test tomorrow, let me know and I’ll try it on my drive.

@SawyerMerritt @DavidMoss You can get it for free with FSD subscription or $15 a month with cruise control. amazing stuff.

New Model Y rear camera washer in action on Robotaxi. Thx for the video @DavidMoss!

@SawyerMerritt On the current car or my earlier car? How do I do that?

NEWS: Tesla owners who previously purchased Enhanced Autopilot can now subscribe to FSD (Supervised) for $49/month, reduced from the previous $99/month.

@jmiller_dot_com @elonmusk You c how it works? Until now, ppl were complaining that $100 a month was 2 much. Elon says it will go up, and ppl say, "Crazy... $100 is the perfect pricing!" :) . but it might not be the same people. Earlier, ppl were priced out at $100; now it's the ppl priced out over that.

I should also mention that the $99/month for supervised FSD will rise as FSD’s capabilities improve. The massive value jump is when you can be on your phone or sleeping for the entire ride (unsupervised FSD).

@jasper0fpuppets @patricklfrancis @elonmusk And for what today's Autopilot steering does, which Tesla is removing, many other manufacturers already provide. You can increase the price for premium features being added, not by cutting basics.

@patricklfrancis @elonmusk Not to mention increased competition in the marketplace. Tesla may be ahead with FSD, but most people don't need full end-to-end autonomy anyways. Competitors don't need to be as advanced as Tesla, just meet a certain threshold of safety and convenience for the average consumer.