TSLABiz

What color will your Cybercab be?

@SawyerMerritt Tesla chargers everywhere.............. They know what the future holds and will have a corner on the market when everything is electric. Tesla is the new gas station ⛽️

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.

@Tesla Same AI running the cars and Optimus? Tesla's not messing around😅

We – design the chips & hardware – make the cars w/ said hardware – collect real-world data at scale – train the real-world AI model – built (& continue to expand) the massive supercomputer cluster that trains it – deploy AI directly to millions of robots on wheels All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world

@CollinRugg Imagine being dumb enough to attack a Tesla 😆

NEW: 67-year-old Karen Cooke Lewis arrested for scratching a Tesla Cybertruck with nails on a board in Collettsville, North Carolina. The owner of the Cybertruck says he had no clue who Karen was. "We had all the craziness with Teslas when Elon was part of Doge and all that stuff, but I thought we had kind of gotten past that and I'd kind of made it through unscathed," the owner said. Karen was arrested and charged with injury to personal property. When will they realize that Teslas have cameras that are recording them?

@SawyerMerritt Uber drivers in Florida are sweating right now🤣

NEWS: Tesla is Robotaxi service testing in Orlando, Florida. Multiple new Model Ys with rear camera washers and Texas manufacturer license plates have been spotted at the Tesla Lee Vista Blvd store in Orlando. Only the Model Y Robotaxis in Austin have had rear camera washers. Tesla said on its Q4 earnings call that Orlando was one of the 7 planned metro areas that would see robotaxi coverage in the first half of 2026. Thx for sending me the pics @lucretiupop!

@teslacarsonly Black Cybertrucks for the win!

Black Cybertruck Is Elegant and Powerful.

@elonmusk Super fun to drive? No more wrestling the clutch 😂 500-mile range too... just sit back and relax

Tesla Semi is super fun to drive

@Teslaconomics in a few years' time, "normal" will be no steering wheel for more laptop space 😅

This is going to look normal when Unsupervised FSD launches to our Teslas

@NotATeslaApp @elonmusk @aelluswamy Yeah I'd love that v14 Lite update for HW3 too... tons of us are still waiting.... Supercharger network keeps growing like crazy though with Stellantis and everyone else jumping on board. That's gonna be huge when FSD really scales. Hoping we hear something soon!

FSD v14 Lite: @elonmusk & @aelluswamy, is there an update you can share on the progress of FSD v14 Lite for HW3 vehicles?

@imPenny2x Just wait for xAI to get in the drivers seat..... It will be unstoppable 😉

My Tesla already drives 98% of my miles for me. Will this take me to 99, or have we finally reached 100%? One thing is for sure, it’s not if, but when self driving technology completely changes human transportation forever.

Tesla much safer than the average US driver! Not surprising 😅

@DirtyTesLa If 14.3 nails the reasoning like Elon hinted, it's game-changing for Robotaxi readiness. But man, the charging network's gotta keep pace But it's already exploding. More stalls every week. Tesla knows what's coming. Do you? #FSD #TSLA

FSD 14.3 is where the last big piece of the puzzle finally lands and we'll be seeing that within the next few weeks

@pbeisel Yeah, spot on Phil engineering life changing technology takes time. With xAI overlap it's going to be wild and I'm watching it all play out live. Meanwhile the Supercharger network keeps growing like crazy Its only a matter of time!

Elon says FSD 14.3 is coming. But if you’ve been following along, it was also “two weeks away” a few months ago. That’s drawn a lot of criticism, understandably. Let’s step back and talk about what’s actually going on: engineering reality. I’ve spent years running engineering teams at Apple and Rivian, and what you’re seeing here is not unusual. Not even a little. I’m not here to defend Elon or say communication couldn’t be better. It could. But what’s happening behind the scenes is far more ordinary than people think. First, understand what kind of company Tesla is. Tesla exposes more of its internal process than most companies— you’re watching how the sausage is made, often in real time. Compare that to Apple. Products appear at a moment in time, fully formed. What you don’t see are the features that slipped, were cut, or quietly postponed to make the deadline. Most companies communicate through layers of marketing at discrete events (e.g., NVIDIA GTC). That may include a CEO keynote—but it’s still tightly controlled. Tesla, largely via Elon, doesn’t. And that creates friction. Most people are used to being in the dining room. With Tesla, you’re watching the sausage get made whether you like it or not. If that makes you uncomfortable, this model will drive you crazy no matter how it’s explained. Now, about FSD 14.3— the so-called “reasoning” release. My view: when Elon originally referenced it, it was real. It was on a roadmap with a timeline. But then reality hit. Somewhere along the way, engineering discussions likely exposed a fork: ship what’s partially there, or go deeper and "do it right". That kind of shift happens constantly. Plans change. Timelines slip. This is normal engineering behavior, not dysfunction. The difference is: you’re seeing it. At companies like Apple, those decisions are invisible. Deadlines are protected by cutting scope. At Tesla, you’re watching the scope evolve in real time. On the technical side, 14.1 and 14.2 were already producing “reasoning tokens,” as Ashok (Tesla AI VP) noted. But producing tokens isn’t the same as using them effectively. 14.3 appears to be where those tokens actually start driving behavior, more human-like decision-making in edge cases. My guess is this is where things got more complicated. The work likely started to overlap with what xAI is doing. At that point, the question becomes: do you ship an interim solution, or integrate a more capable reasoning layer? That’s not a small decision. And it likely has downstream impact— potentially even on Robotaxi timelines— because these same reasoning challenges show up there too. So the team probably made a call: go deeper, even if it costs time. And here’s the part people underestimate: great engineering teams often convince themselves the extra work is worth it… and that it won’t take that much longer. They’re usually wrong on the timeline. But often right on the outcome. At this stage, FSD isn’t about raw safety (it seems to have nailed that)— it’s about behavior. Making decisions feel natural, human, predictable in edge cases. That’s a much harder problem. So if you’re following Tesla closely, the best thing you can do is understand the process and accept the messiness that comes with it. If you want tightly controlled messaging and polished delivery, companies like Apple exist for that. Tesla is something else entirely. Fire away.

@TeslaCharging Another 12 stalls online ✅ Love seeing the Tesla Charging network expanding at this pace! $TSLA charging dominance incoming. #TeslaSupercharger #TESLA

New Tesla Supercharger: Woodlyn, PA (12 stalls) tesla.com/findus?locatio…

@elonmusk @CNviolations 😂🤣😂😂

@CNviolations 😂

I love this

@elonmusk @SawyerMerritt @wholemars No protesters in space 😂🤣

@SawyerMerritt @wholemars Space is the way

Nvidia CEO Jensen Huang in new interview on orbital datacenters: "The challenge of course is that cooling, you can't take advantage of conduction and convection, so you can only use radiation, and radiation requires very large surfaces, but that's not an impossible things to solve. There's a lot of space in space. We're going to go explore it. We're already radiation hardened. We have Cuda in satellites around the world. In the meantime, we're going to explore what is the architecture of datacenters look like in space. It'll take years, but that's ok. I got time." via @theallinpod

@GrindeOptions The Tesla logo will be on everything in the future @Tesla $TSLA

Is there any other investment greater than $TSLA at the moment? I’m starting to strongly believe that there really isn’t if you’re looking out 5-10 years from now. Like who will beat them in robotics? Who will beat them in manufacturing? Who will beat them in autonomous vehicles? Who will beat them in battery cell production? Who will beat them in solar and battery storage? Who will beat them in FSD? Who will beat them in supercharging? Who will beat them in chip manufacturing? Who will beat them in electric semi trucks? Who will beat them in overall fleet size? Who will beat them in real world AI data? Who will beat them in AI data capabilities? It’s difficult to fathom how anyone is going to keep up with them on all fronts.

@elonmusk @AmandaAskell I'm just trying to catch up to Elon 🫄🫃

@AmandaAskell Children are what really matter

Perhaps I should get married again so that the media has a more recent man they can reference any time they mention me or my work.

@elonmusk @shaunmmaguire Shaun nailed it! FSD’s ‘Claude moment’ last winter was wild One update and it went from okay to actually understanding the road. It’s insane how fast it’s gotten. Grok moment next?

@shaunmmaguire Yeah

Tesla FSD had its "Claude Code Moment" at the exact same time (roughly last Nov - Jan) Somehow folks are sleeping on the former, while being aware of the latter My wife and I bought two Teslas over the last quarter because of FSD IT'S INSANE 🚀 (...Next up, the Grok Moment?)

@elonmusk @SawyerMerritt @SpaceX When does SpaceX merge with Tesla?? What are your predictions?

@SawyerMerritt @SpaceX SpaceX will ultimately deliver millions of tons to the Moon to build a self-growing city there and same for Mars

NEWS: NASA is planning a bigger @SpaceX Moon mission role using Starship, in a massive blow to Boeing. With the new proposal, Boeing's SLS would no longer be used to boost Orion close to the moon. Instead, Starship and Orion would dock in Earth orbit, giving Starship the pivotal role of propelling the capsule to the moon’s orbit, before taking astronauts down to the surface. bloomberg.com/news/articles/…

@JoshKale Rivian is burning cash 🫥 🔥💵💵🔥 Tesla's can't be beat.... unsupervised FSD combined with $30k Cybercab with no wheel/pedals Robotaxi is the winner that takes all #TSLA

Nobody understands how much of a disaster this Rivian <> Uber deal is Rivian lost $3.6 billion last year on 42k deliveries. That's $86,000 of value destruction PER VEHICLE that left their factory. Their solution? Partner with Uber to turn a $58K camping SUV into a robotaxi... to compete with Tesla's Cybercab... YIKES Every 12-18 months, this company finds a new partner to write a check: - Amazon: $1.3B equity + 100K van order - VW: $5.8B joint venture - US DOE: $6.6B loan - Uber: $1.25B robotaxi deal (today) The moment they announced the Uber deal, they admitted they're pushing back profitability AGAIN to fund an autonomy program that can't even handle stoplights. Tesla's Cybercab is purpose built at $25,000 with no steering wheel. The cost per mile math isn't even close. The Uber deal is to deploy 50,000 robotaxis by 2031. Slight problem: The car doesn't exist yet. The factory doesn't exist yet. The autonomy software doesn't exist. Manufacturing is HARD. good luck have fun