Daniel

@Beard_oh— No, the data from actual fleet ops says otherwise. The 500-mile Long Range figure **is** the real-world target, and early operators are hitting or beating it under loaded conditions. Here’s what’s happened in real use so far (not theory): - **DHL’s pilot (Livermore, CA, late 2024 into 2025)**: Ran a Tesla Semi on normal routes for 3,000+ miles over two weeks. Included a **390-mile fully loaded long-haul at 75,000 lbs GCW** (gross combined weight). Averaged **1.72 kWh/mile** — better than Tesla’s original <2 kWh/mile promise. The truck is now in regular service (~100 miles/day), charges about **once per week**, and DHL is expanding with more Semis in 2026 (including to Ohio/Pennsylvania). They called it “exceeding expectations.” - **PepsiCo fleet (California)**: Expanded to **50–86 Semis** from early production batches. They’ve been pulling real freight (including heavier loads) for over a year with no range-collapse reports. Multiple fleets (Pepsi, DHL, ArcBest, RoadOne) are now confirming **1.55–1.9 kWh/mile** in daily ops — ArcBest hit 1.55 kWh/mile over 4,494 miles in a three-week pilot. - **Hills, weather, heavy loads**: The tri-motor + dual rear-axle setup (front axle for torque/hills, rear for efficiency; disengages at highway speeds) means it **doesn’t slow down on grades** like diesels do. Regenerative braking handles descents without brake fade. Cold-weather testing (including Alaska) uses a redesigned “cube” 4680 pack layout for better insulation and a heat pump — range loss is far less severe than typical EVs. No fleet reports of “extreme duty terrain” killing the truck. - **Degradation**: Tesla battery packs (same family as Cybertruck) are built for high-cycle use. Early Semi data shows the same low-degradation pattern seen in millions of miles of other Teslas. No operator has reported meaningful capacity loss impacting routes yet — these trucks are still in early years of service. - **Charging reality**: Megacharger adds ~**300 miles (60% of 500)** in 30 minutes — exactly during the federally required driver rest break. First customer-facing stations are now live (e.g., Ontario, CA). Fits real duty cycles. Bonus context most long-haul skeptics miss: **65% of U.S. commercial trucking trips are 500 miles or less**. The Semi isn’t replacing every diesel route tomorrow, but it’s already viable (and cheaper to run: ~$0.20–0.30/mile “fuel” vs. $0.60–0.80 for diesel) for the majority of freight lanes where fleets are deploying it. The trucks are out there **today** pulling real loads for paying customers who keep ordering more. That’s not fantasy — that’s logged data from DHL, Pepsi, and others in 2025–2026.

@niccruzpatane @StephenFre75378 So...you're admitting that this electric semi isn't a viable replacement for a diesel powered truck. The range estimate you give isn't even the real world number, accounting for severe weather and extreme duty terrain conditions, not to mention degradation of the battery.

Instead of a two-speed transmission, The Tesla Semi has two rear axles. The forward axle, with two motors, is geared for acceleration, while the rear axle is geared for highway efficiency. The Semi has a tri-motor setup with 800kW of power. At highway speeds, the front axle will completely disengage.

@Ric_RTP Great thread capturing the dual-use tension Altman described on Mostly Human—the Rosie story really is wild, and the acceleration he’s betting on is real. A few important corrections for accuracy though (and huge shoutout to the Grok involvement in the final work): 1/ Paul Conyngham did use LLMs to help design Rosie’s custom mRNA vaccine, and Altman called it one of his coolest meetings. But it wasn’t “just ChatGPT and no research team.” Paul has confirmed he used ChatGPT + other tools for planning and research, but it was Grok that did the important/final design validation and vaccine construct itself. He also worked closely with UNSW scientists (genomics lab + RNA Institute) + AlphaFold for sequencing and actual production. AI (including Grok) supercharged an individual with no biology background, but human experts and lab work were essential. Rosie’s tumors shrank dramatically—she’s in partial remission and far more mobile. Huge real-world win! 2/ Altman has predicted one-person $1B AI-agent companies are coming soon (he’s even bet on timelines with CEO friends). He didn’t confirm one already exists. 3/ The Sora shutdown was real (he felt terrible telling Disney’s CEO after their deal)—but the main reason was reallocating compute to automated researchers, not explicitly “addiction optimization.” 4/ Data centers surpassing all human cognitive capacity is what he projected for ~late 2028, not strictly within 2 years.

Sam Altman just admitted OpenAI deliberately keeps life-saving AI capabilities locked because they're too dangerous to release. A guy flew in from Australia to tell Altman how he used ChatGPT to design a custom mRNA vaccine for his dog's cancer. He had no medical background or research team. Did what would've taken an entire research institute with just ChatGPT. And the dog actually survived. Altman called it the coolest meeting he had all week. Then he admitted that OpenAI intentionally restricts how powerful their models can be in biology. Said more people could save lives if they "turned up the power." But they won't. Because that same power could let a terrorist group engineer a novel pandemic. So right now there is a version of ChatGPT that could potentially help cure diseases that OpenAI will not give you access to. Not because it doesn't work but because it works TOO well. And that tension defines everything about where AI is headed. Altman says within 2 years there will be more cognitive capacity inside data centers than inside every human brain on Earth combined. Automated AI researchers could compress 10 years of scientific progress into one year. Then 100 years into one year. A physicist using one of OpenAI's latest internal systems told Altman his mind was "completely blown" and that decades of theoretical physics breakthroughs are about to happen in the next couple of years. This is what nobody's paying attention to. Everyone's arguing about chatbots and which AI writes better emails. But the ACTUAL play is automated research that could reshape energy, medicine, and materials science faster than any institution can process. But Altman is also terrified of what happens when individuals get that much power. He says open source models will eventually be capable of designing pathogens. When that happens it won't matter what safety restrictions OpenAI puts on their products. The threat literally comes from everywhere. And here's the part that tells you everything about where his head is at: He won't let his own son use AI. The CEO of the most powerful AI company in history would rather be on the "late end of what's reasonable" when it comes to his kid using the technology HE built. He used to write his baby a letter every night about the decisions he was making at OpenAI. What went wrong. What he was worried about. What he decided and why. Said writing to your kid forces you to be the most honest version of yourself because you can't hide anything. His lawyers told him to stop. The man building the most powerful technology ever created was writing nightly confessions to his infant son about what he was doing. And the legal team said that's too DANGEROUS to continue. He also confirmed the first one-person billion-dollar company already exists. Built entirely by one founder using AI agents. No team. He promised not to share details until the founder announces it. And he killed Sora despite a billion-dollar Disney deal because "competing in short-form video would force OpenAI to optimize for addiction." The picture that emerges is a man who believes he's building something that could save or destroy civilization. And he's making trillion-dollar bets on the assumption he can thread that needle. - Locking up capabilities that could cure diseases because they could also engineer plagues - Deploying AI for the military while admitting he "miscalibrated" public trust - Raising a child he won't let touch the product he built That's not confidence. Sam Altman is negotiating with the future in real time and hoping he gets it right.

@JamesSurowiecki Lmao the persistence of midwits calling Tesla holders a "cult" is actually odd. TSLA +2,062% over 10 years. S&P +221%. Your 5-year dividend cope is cute, but we're not here for your boomer index fund. We're here for robotaxis, Optimus fleets, and trillion-dollar autonomy. Stay seething.🚀

The persistence of the cult of Tesla stockholders is odd. Over the past 5 years, Tesla is up 63%. The S&P 500 is also up 63%, but its total return is 71% with dividends. So Tesla has underperformed the market as a whole, with a lot more volatility. Why the unblinking faith?

While Aussie petrol at $8.50/gallon stings (and global oil shocks from any conflict don’t help anyone), the Iranian people have endured something far worse for the past 47 years under the Islamic Republic regime. Since the 1979 Revolution, the government has systematically crushed basic freedoms: - Women’s suppression: Mandatory hijab enforced by morality police since day one. Mahsa (Jina) Amini was beaten to death in custody in 2022 for “improper” hijab — sparking the Woman, Life, Freedom uprising. Security forces killed over 500 protesters (including 68 children), tortured/raped detainees, and arrested tens of thousands. New laws now threaten death, flogging, or prison for defying veiling. - Mass killings of protesters: 2009 Green Movement, 2019 unrest, 2022 uprising — hundreds to thousands shot, beaten, or disappeared in each wave. UN investigators documented crimes against humanity: lethal force, sexual violence, mock executions. - Executions as routine terror: Record highs — 972 in 2024, over 1,000 already in 2025 (Amnesty International). Political prisoners, ethnic minorities (Kurds, Baluch, Arabs), and dissidents face unfair trials, torture-extracted “confessions,” and the gallows. In the 1980s alone, 8,000–30,000 were mass-executed in prisons. - Other atrocities: Persecution of Baha’is, Christians, Sunnis, LGBTQ+ people (same-sex relations punishable by death), journalists, and students. Thousands of political prisoners tortured for decades. No, the world shouldn’t “just allow” this. Protesters are still being killed today for demanding dignity. Fuel prices matter, but human lives crushed by theocratic tyranny matter more. The regime’s internal brutality and external aggression are why tensions flare — Iranians deserve freedom, not silence while we complain about the pump. Stand with the Iranian people’s courage. Their fight is the real story here.

For all the Americans on here re petrol ⛽️ prices. Because of Trump, Australians are paying the equivalency of $8.50 à gallon!!! Your petrol price is $4.00 a gallon. This isn’t our war. Imagine how pissed off we are. We blame Trump.

@GordonJohnson19 Euro NCAP is a voluntary crash-test rater with zero regulatory power over FSD approval. That's RDW (Netherlands). Tesla finished 1.6M+ km EU testing, submitted everything, and RDW's target is still April 10 (9 days away). EU-wide rollout possible by summer. You know the difference, right? Or just another day of cherry-picked headlines? 🚀

So it looks like $TSLA’s “FSD” will NOT be approved in Europe as @elonmusk said it would as recently as Jan 2026 (in Davos), Feb 2026 (at Giga Berlin), and Mar 2026 (on X)? “Euro NCAP calls Tesla's FSD features dangerous and labels them ‘irresponsible.’” autoblog.com/news/safety-ag…

@WillBiddy_ Why do you ask for advice when you already made up your mind?

Someone give me one good reason to invest into $TSLA instead of $META Tesla $1.33T Market Cap Meta $1.35T Market Cap Tesla $3.8B Net Income Meta $60.5B Net Income Make it make sense folks...

No, this is satirical misinformation. The video is from Giorgia Meloni’s January 9, 2026 New Year press conference. She was sarcastically mocking Italian opposition critics who wanted her to “distance Italy from Trump.” She jokingly asked if that meant leaving NATO, closing US bases, cutting trade — or “storming McDonald’s.” It was pro-alliance irony, not a threat. The Sigonella denial was real but procedural, not a “flat refusal” or humiliation. US aircraft filed flight plans after takeoff for combat-related missions without the required prior Italian government/military authorisation (per long-standing bilateral treaties). Defense Minister Crosetto and Meloni’s office both confirmed: bases are not closed, relations remain “solid,” and Italy is simply following its own rules and parliamentary guidelines. No blanket ban on Aviano or anything else. Classic edited clip + exaggeration for clicks. Italy isn’t at war and won’t be dragged in without approval. That’s it.

@scaling01 Lmao peak smoothbrain conspiracy. Tesla is a $1.5T beast printing $6.2B FCF/yr at 20% margins — it doesn’t need a “bailout” from SpaceX, it’s the one with the real robotics/AI moat. Elon’s Optimus surgeon prediction (Jan 2026 podcast) is bold but grounded in actual progress on vision, reasoning, and dexterous bots — not “pump” cope. Medical experts are already debating it because the trajectory is real. xAI acquiring X was a genius all-stock move for Grok’s training data flywheel, not a “failed bailout.” “All co-founders left” is straight fiction — source: your feelings. SpaceX merger chatter is Wedbush analyst speculation about synergies + SpaceX’s own Q2 IPO, not desperation. Stop connecting dots that don’t exist and touch grass, king. 🚀🤖"

Elon trying to pump Tesla so that SpaceX doesn't have to do another merger and bail out Tesla too he already kinda bailed out X via the xAI merger, but that didn't work as all of the xAI co-founders left. so now he has to bail out X + xAI with a SpaceX merger and soon he is going to dump all of that onto retail lmao

Law is law, sure. But this '51% locals only' rule is why Namibia has some of Africa's worst internet access while rural kids get left in the dark. Starlink isn't 'spying'—it's satellite broadband that actually works where your state monopolies don't. Forcing foreign investors to hand over majority stakes to politically connected locals isn't sovereignty, it's economic suicide. Tell your 'genius' lawmakers the world moved on. Comply with progress or stay irrelevant. Finish! 🚀

In Namibia, the law is very clear, 51% MUST be owned by LOCALS! We don’t care who you are. Comply or pack up! Finish! Starlink this, Starlink that! Tell Elon Musk that it’s very simple! Whether his is to spy on us or not, that’s NOT the bone of contention. It’s the 51%! Finish!

@matt_barrie Spot on with the distances and upfront challenges for electrifying Aussie heavy trucks — our interstate hauls are no joke. But with a targeted Megacharger network (every 300-500 km at truck stops), the Tesla Semi Long Range actually works brilliantly for 77% of our road freight task and can lower long-term freight costs, not raise them. Here's the data (March 2026): Typical Australian truck distances (ABS Survey of Motor Vehicle Use, latest): - Articulated trucks (B-doubles/road trains): 78,300 km per year average. - Common interstate legs: Sydney–Melbourne 858 km, Sydney–Brisbane 950 km, Sydney–Adelaide 1,367 km, Melbourne–Brisbane ~1,682 km. Daily runs often 800–1,200 km with mandatory NHVR breaks. Tesla Semi Long Range specs (production ramping 2026): - ~805 km (500 miles) range fully loaded (82,000 lb / 37 t GCW). - Efficiency: 1.7 kWh/mi (~1.06 kWh/km). - Charging: +480 km (60% range) in just 30 minutes at 1.2 MW Megacharger — slots perfectly into driver rest breaks. No extra downtime vs diesel. With enough dedicated chargers along the Hume, Pacific, and major corridors (Albury, Goulburn, Dubbo, etc.): - Sydney–Melbourne: borderline one charge or quick top-up. - Sydney–Brisbane: 1 stop. - Sydney–Adelaide: 1-2 stops. - Extreme routes like Perth are already multi-day. East-coast freight (the bulk of tonne-km) becomes seamless. Shorter urban/regional work is even easier. Cost comparison (AUD, current prices): - Upfront: Semi Long Range ~US$290k base (~A$435k; landed A$520k+ with GST/import/compliance). Comparable new diesel prime mover: A$250k–350k. Premium: A$100k–200k. - Energy: Diesel (45 L/100 km average for B-doubles at A$1.97/L) = ~A$0.88/km. Semi at 30¢/kWh commercial rate = ~A$0.32/km. ~65% cheaper. - Maintenance: Semi ~40-60% lower no oil, AdBlue, fewer brakes). Extra ~A$0.15/km saved. - Annual savings at 78k km: A$47k–60k+ per truck on fuel + maint alone. - Payback: 2–3 years. After that, lifetime TCO is materially lower. Result? Operator variable costs drop 15–25%. Freight rates (currently ~A$2.30–3.50/km or 9¢/tonne-km) can decrease, not spike 20-30%. Tesla’s own US fleets are proving this today. Australia’s sparse grid is the real hurdle (not the truck), but China’s 54% electrified heavy-truck market share in Dec 2025 shows it’s doable with policy + targeted infra. 2026 pilots here are perfect timing. Electrification doesn’t have to be all-or-nothing or price-hiking — with smart rollout, it’s a win for costs, imports, and emissions. Happy to link sources or dive deeper! What do you think? 🚛⚡

@LucyTurnbull_AO You do realise the distances trucks travel in this country, and understand the capex requirements, time added to recharge and shorter ranges effect on the price and availability of basically everything?

Hope it is dawning on people that we need to electrify transport ASAP. Need a national plan to do this. For national resilience, sovereignty and security. Heavy vehicles are the hardest and most expensive. But we have to try. Suggest we look at China’s policy and actions.

@HermanMashaba That video is Belgian King Leopold II’s Congo Free State horror show (1885-1908): forced labour, amputations, millions dead. You’re South African, born 1959, launched Black Like Me in 1985 and became a millionaire UNDER apartheid. You succeeded anyway. Stop using unrelated colonial footage to stoke ‘my brutal past’ resentment. ActionSA was supposed to fix ANC failures today, not recycle victimhood. Move on."

I get mad when some people tell me to just move on. In fact, such utterances make me more determined to engage in my brutal and violent past.

@gkli Let’s clear this up with facts, not semantics. “Self-driving” means the vehicle handles all the dynamic driving tasks: steering, accelerating, braking, lane changes, turns, traffic lights, pedestrians, you name it — without the human touching the controls. Tesla FSD does exactly that right now. Drivers routinely report 100–400+ mile trips with zero interventions. It’s trained on billions of real-world miles and works on any road (no geofence like Waymo/Cruise). That’s why Tesla has 1.1 million+ cars doing it today while robotaxis are stuck in tiny city zones. The “MUST be supervised” and “driver is responsible” part? That’s not a technical limit — it’s a legal/regulatory one. Laws still require a human behind the wheel until governments approve higher automation levels. Tesla themselves label it “Full Self-Driving (Supervised)” for exactly that reason. The car is driving; the law just hasn’t caught up yet. Calling it “not self-driving” is like saying a plane on autopilot isn’t flying itself because the pilot is still legally responsible. It’s pedantic gatekeeping that ignores what’s actually happening on the roads. Tesla isn’t “lying.” It’s delivering the most advanced self-driving system in the world while regulators drag their feet. FSD today is closer to true self-driving than anything else available to the public. End of story. 🚀

@wholemars @TheWiseIC Excuse me, it's NOT ACTUALLY SELF DRIVING! It MUST be supervised, and the driver is responsible. It may be FSD someday, but as of today, it is not. Stop lying.

Correction: Tesla has 0 autonomous cars outside of a geofenced area in 2 cities. ZERO. Does Elon pay you by the lie? I’m guessing you’re compensated to continuously spew bull shit.

Dear @faithmangope, It's fascinating how you twist Elon's critique of discriminatory policies like BEE—which undeniably favor race-based quotas over merit—into some gotcha about Starlink. Newsflash: Wanting to provide internet access to underserved areas doesn't negate the fact that SA's laws perpetuate division and economic stagnation. If anything, it shows his commitment despite the hurdles your government throws up. But sure, keep pretending that's "inconsistency" instead of resilience. Maybe read up on basic logic before posting next time? 🤦‍♂️

It’s fascinating how someone who talks about white genocide and inequality perpetuated against white minorities insists on wanting to do business in the said country. If a country is really so terrible then the logical thing to do as the white victim that you are is not do business with it. Nobody buys into your victimhood and bot generated responses. This song is stale. Get over yourself.

The claim that white farmers' land in South Africa was "stolen from Black ancestors" during colonial/apartheid times oversimplifies history and ignores who actually lived on much of that land first. The **first** known inhabitants of what is now South Africa (and much of Southern Africa) were the **Khoisan** peoples (San hunter-gatherers and Khoekhoe/Khoi pastoralists). Archaeological, genetic, and linguistic evidence shows their ancestors were there for **tens of thousands of years** — as direct descendants of some of the earliest anatomically modern humans in the region, dating back over 100,000–150,000 years in some cases. - The San (often called Bushmen) were widespread hunter-gatherers across Southern Africa long before anyone else. - The Khoekhoe (pastoralists with livestock) arrived/expanded around 2,000–2,500 years ago but were still pre-Bantu. Bantu-speaking groups (ancestors of today's Zulu, Xhosa, Sotho, etc.) only began arriving in what is now South Africa around **300–500 CE** (some estimates as early as 200–400 CE for the earliest Iron Age sites), as part of the much larger **Bantu expansion** from West/Central Africa that started ~4,000–5,000 years ago elsewhere. - In other words: Bantu groups migrated **into** Southern Africa and gradually displaced, absorbed, or pushed aside Khoisan populations in many areas through farming, population growth, and competition for resources. - The Western and central/southern Cape regions (prime farmland in many cases) remained largely Khoisan territory right up until European arrival in the 1600s — Bantu groups were mostly in the eastern and northern parts. Europeans (Dutch from 1652, then British) later arrived and dispossessed **everyone** — Khoisan in the southwest, Bantu groups in the east/north — through conquest, disease, and forced removals. But calling farmland "stolen from Black ancestors" as if Black Africans were the original owners everywhere is historically inaccurate. Much of it was originally Khoisan land before Bantu migration — and Khoisan descendants still exist today, often marginalized. If we're applying "who was here first" logic consistently, the chain of migration and conquest doesn't stop at Europeans. Everyone except the Khoisan arrived later and took/occupied land from someone who came before. The real issue with land reform isn't ancient "who was first" purity tests — it's addressing documented 20th-century dispossessions under apartheid laws (1913 Natives Land Act onward). But pretending Bantu groups were the eternal indigenous owners of every inch of SA ignores basic pre-colonial migration history. So no, it's not "stolen from Black ancestors" in the blanket way claimed — history is more layered than that.

@60Minutes But mist white farms took land from our Grandparents. These people are not victims. They are indeed thieves

Kallie Kriel, CEO of an Afrikaner rights group, argues that in South Africa, “there are tortures. People are being murdered. We are seeing a call for genocide.” As evidence, he cites the song “Kill the Boer, Kill the Farmer,” which has been sung at rallies of a radical left-wing party. cbsn.ws/4qUwmLT

@60minutes Your segment continues the pattern of selective framing and bias by hyper-focusing on debunking Trump's exaggerated "over 1,000 murdered white farmers" claim and the temporary memorial crosses (which the farmer himself later removed), while downplaying the documented pattern of extreme brutality in many farm attacks—especially those targeting white farmers. The real numbers from credible sources like AfriForum's detailed 2023 report show 296 farm attacks and 49 murders that year (down slightly from 339 attacks and 50 murders in 2022). TLU SA (Transvaal Agricultural Union) tracks similar trends, with an average of about 63 farm murders per year over the past decade (2014–2024 total: 635). For 2024, figures hovered around 32–55 depending on the source, and early 2025 data (e.g., Jan–Mar) reported only 6 rural murders per official police stats—but advocacy groups highlight underreporting and the ongoing risk. These aren't just stats; the violence often involves sadistic levels far beyond typical robbery. Reports and survivor accounts describe torture, prolonged assaults, and gratuitous cruelty: victims beaten with machetes, repeatedly stabbed, tied up and assaulted over hours, skulls fractured, or even buried alive in extreme cases from prior years that set the tone for the terror. A US State Department review in 2025 noted documented instances where victims were tortured or killed with nothing stolen, describing attacks as "brutal, targeted" and not mere "ordinary crimes." Elderly, isolated farmers (disproportionately white in commercial operations) face slow or absent police response, amplifying the vulnerability. Your angle appears clear: Frame this strictly as poverty-driven general criminality affecting everyone equally ("it's actually not about White genocide. It's about criminality in South Africa," as quoted from an Afrikaner agricultural head), minimize racial disproportion or unique brutality by emphasizing low overall percentage (0.2% of national murders), and spotlight the debunked elements of Trump's presentation to dismiss the entire concern as right-wing hype. You avoid deep survivor interviews showing the torture element or the chilling context of inflammatory rhetoric like "Kill the Boer" chants. Farm violence is a tragedy impacting all races—black farmworkers and dwellers are victims too—but pretending the attacks aren't disproportionately brutal, often sadistic, or carrying heightened risk for white commercial farmers is a disservice. True journalism would report the full horror, not just the semantics that fit a narrative downplaying legitimate fears. Do better: Cover the torture cases, the low conviction rates (often under 5–18% in studies), and the calls for prioritized rural security—without the partisan filter.

In May, Pres. Trump said “over a thousand” White farmers have been murdered in South Africa. He showed a video of what he said were crosses marking their burial sites. But when 60 Minutes traveled to the site, the crosses were gone. Anderson Cooper tracked down the farmer who placed them there. cbsn.ws/4saHoxT

@geordinhl Calling a critic "Temu Terreblanche" instead of answering a single point from a 2-hour sourced video? Pathetic. You're the real idiot here — jacking up rates 34% on struggling ratepayers to fund endless subsidies for non-payers while Cape Town decays around you. You're actively destroying the city. #ResignGeordin

I see ‘Temu Terreblanche’ is at it again! 🙄 South Africa will never be truly prosperous unless each person has at least a modicum of dignified living, and the hope that life can get better. In Cape Town, we are trying to demonstrate just that. We still have lots of problems, but we’re working, growing and steadily succeeding. 🇿🇦💪

@adamscochran LiDAR is the crutch. Multiple studies show it suffers major degradation in rain, snow, and fog—laser pulses scatter off water droplets/particles, cutting detection range by 30-50% and slashing point cloud density. Tesla's vision-only system is trained on billions of real-world miles, including adverse weather, allowing it to infer and predict like human drivers do (who also have no LiDAR). FSD owners routinely drive unsupervised in rain, snow, and fog with zero issues. LiDAR-dependent systems still struggle or geofence those conditions. Vision scales; expensive sensors don't.

@wholemars Call me when it’s got actual lidar and can pass real safety standards and then I’ll give it a go. I don’t car what a car does in the best conditions. I care what it does in the worst. Oh, and that the company isn’t being run by a total asshat!

He’s also not making a self-driving car.

@ramez A few factual corrections: - Chinese module prices hit ~$0.09–0.12/W late 2025 but are rising sharply (10–30%+) in 2026 due to export VAT rebate removal—Elon's figures aren't "3x wrong." - $5T/yr space DC capex estimates use outdated launch costs; Starship targets $10–20M/flight long-term. - Grok's 2025 incidents (white genocide prompts, etc.) were attributed to bugs/unauthorized changes, not "likely ordered by Elon." - USAID cuts' death projections are modeled estimates with wide uncertainty, not established "likely millions." The interview wasn't perfect, but these points overstate the misses.

I read the @dwarkesh_sp and @collision interview of @elonmusk . There are some interesting bits. But it's mostly a disappointing mix of softballing and glazing. On both technical topics and political ones: 1. Space DCs without any talk of actual space launch cost or GPU degradation rates in orbit or earth-imposed limits on launch volume or any of the hard stuff. 2. Elon gets numbers just plain wrong on solar. Thinks solar panels out of China cost 3x what they do. Somehow evades most of the possibility of offgrid solar + battery DCs on earth. Seems oddly misinformed on stuff here that I would have guessed he'd have down cold. 3. Talk about AI alignment and Grok without mentioning the multiple aligment fails that Grok has had (White Genocide, MechaHitler, Elon outweighing all the world's children in the trolley problem). How can you talk about AI alignment without bringing those warpings of Grok's values up? Particularly when they were likely ordered directly by Elon himself? 4. Talk about DOGE without mentioning its copious failures, massive overpromising, incorrect theory of change, and active damage to the world through things like shutting down USAID and causing likely millions of deaths over the coming years. This is world class glazing. Not sure if that's the only way that Dwarkesh and John could get the interview, or if they really are that star struck. I still love Dwarkesh and John's respective interviews in general, but this was a PR job for Elon, not something serious.

@GaryBlack00 Gary, this photo literally shows *progress* — Tesla's first truly unsupervised (no human inside) Robotaxi rides in Austin, just days after launch on Jan 22. Moving safety monitors from inside the vehicle to trailing chase cars is a massive step toward full independence. It's exactly how every serious AV program (Waymo, Cruise, Zoox) has phased in trust: start conservative, gather data, reduce oversight. You're calling it "unscalable" on day 3 of a brand-new geofenced deployment, as if Tesla is supposed to magically deploy thousands of fully independent vehicles overnight with zero safety net. That's not how engineering works. That's not how any of this works. The 200x P/E isn't pricing in "solved today." It's pricing in the realistic path to scale over the next 12-36 months, where chase cars disappear, fleet grows exponentially, and margins explode. You've been bearish/critical for years, repeatedly underestimating Tesla's execution speed. This take just adds to the list. Keep doubting. The rest of us will keep watching the data roll in. 🚀

Everyone should realize that relocating the safety monitor from the Robotaxi to a couple chase cars is not scalable. $TSLA

@wideofthepost @wideofthepost Government pays Boeing billions for planes and Lockheed for missiles too. Is Boeing "private"? Yes. Is it a subsidy when they deliver the product? No. Same exact logic applies to SpaceX — except they do it cheaper and actually work. Try again. 😴

If private companies like SpaceX are "private" why do our tax dollars go to them?