I think people worry too much about politics. A value of a company is directly related to the product, which in Tesla’s case is self-driving. Nothing else will matter after robotaxi.

BREAKING: Tesla now provides a discount of up to 10% on Tesla Insurance for customers who frequently use FSD (Supervised) "The more you drive with FSD (Supervised) enabled, the bigger the discount is on your insurance premium." This new policy is currently only for Tesla Insurance customers in Arizona and Texas. You can earn up to a 10% discount on coverages when you drive 50% or more of your miles with FSD (Supervised) enabled. More info: tesla.com/support/insurance/…

Tesla has OFFICIALLY expanded their Austin, TX Robotaxi Service Area for the third time! Incredible pace!

NEWS: BYD has unveiled its new EV platform, and along with it a new 1,000kW EV charging system that it says will charge an EV in 5 minutes, about as long as it takes a regular car to refuel. BYD’s new battery and charging system was capable of providing 470 kilometers (292 miles) of range in 5 minutes in tests on its new Han L sedan, Chairman and founder Wang Chuanfu said Monday. The manufacturer will start selling vehicles with the new technology next month. BYD calls the batteries used in the platform flash-charge batteries, saying it has a 10 C charging multiplier, the highest of any mass-produced power battery in the world. BYD said it redesigned the blade batteries to allow faster ion transfer in the electrolyte and less resistance through the diaphragm, resulting in faster charging. The batteries support charging voltages of up to 1,000 volts and charging currents of up to 1,000 amps, allowing charging power of up to 1,000kW, all the highest in the world, according to the company. BYD will soon begin the construction of supercharging stations that support 1,000kW of charging power, with plans to build more than 4,000 such facilities.

Expanding to a larger service area in Austin this weekend

Tesla Robotaxi Service Area vs Waymo and Zoox

如果美國可以把流浪漢跟犯罪問題解決，我會認真考慮搬回美國。但是大概率無藥可救。

Tesla has released a new video of FSD Supervised being used in Berlin, Germany.

I regret some of my posts about President @realDonaldTrump last week. They went too far.

I sold 100% of my $TSLA stock right now. I will cover why I did it on the main channel later. There is a long list of reasons. Goodbye TeslaMyEsla 👋🏽

Teslas now drive themselves from their birthplace at the factory to their designated loading dock lanes without human intervention One step closer to large-scale unsupervised FSD

There were no people in the car at all and no remote operators in control at any point. FULLY autonomous! To the best of our knowledge, this is the first fully autonomous drive with no people in the car or remotely operating the car on a public highway.

The Governor of Delaware when asked live on air if he has a message for Elon Musk: What a moron, no wonder companies are leaving. 😂

真的不理解大家在慌什么。。投资者请讲讲你担心的理由和操作。对我来说，我攒的现金终于有些机会可以用了。

Tesla would have a strong case, via the Lanham Act, to sue Mark Rober for false advertising/misleading an audience. Tesla would not have to prove damages, instead would only require a "tendency to deceive a substantial portion of the intended audience." Tesla would probably win.

1. Breaking Free from Nvidia Tesla currently relies on Nvidia’s A100 and H100 GPUs for training its massive video-based neural networks. While powerful, these chips are general-purpose and optimized for broader markets like LLMs and gaming. Dojo 2, by contrast, is Tesla’s application-specific supercomputer, built from the ground up to train vision-centric, spatiotemporal neural nets for FSD, Optimus, and Grok. With Dojo 2, Tesla moves from customer to competitor - gaining control over: • Cost per FLOP • Power efficiency • Availability • Scaling roadmap 2. TSMC’s INFO-SOW: Advanced Chip-on-Wafer Stacking Tesla is using TSMC’s cutting-edge Integrated Fan-Out with Silicon-On-Wafer (INFO-SOW) packaging tech. This enables: • High-bandwidth die-to-die connections • Lower latency between training modules • Improved heat dissipation for dense compute clusters In massive AI workloads, memory bottlenecks and heat limits matter more than raw compute. Dojo 2’s architecture addresses both. 3. Tesla’s Custom Instruction Set & Training Stack Unlike general-purpose GPUs, Dojo cores are designed to accelerate matrix multiplies, systolic arrays, and video-token fusion - the backbone of FSD’s vision-based planning stack. By building its own silicon, Tesla can: • Fuse model architecture and compiler logic • Optimize for batch sizes and data locality • Avoid CUDA-style abstraction penalties 4. Strategic Leverage Dojo 2 gives Tesla: • Internal cost control at exascale • Scalable infrastructure for FSD rollouts • A competitive moat in AI training • Infrastructure for non-driving AI (Optimus, Grok agents, multimodal inference)

Getting asked by a few followers today. Posted on Subscribers early this morning. Yesterday, we sold the remainder of our $TSLA position at $358/share. This is the first time since 2021 we have not owned TSLA. As in late-November, which is the last time we reduced our TSLA position after TSLA’s post election run-up, we believe TSLA’s valuation has become disconnected from underlying fundamentals. Our main concern is that TSLA now sells at a 2025 P/E of 188x as earnings estimates continue to fall (-5% in the past week, -40% YTD) driven by weak YTD deliveries including weak April results. We expect 2Q and FY’25 TSLA deliveries to decline by -12% YoY and -10% YoY respectively, vs WS ests of -7% YoY and -5% YoY. We believe the risk/reward associated with the Austin robotaxi test remain asymmetrical to the downside. Finally, we are concerned that the new more affordable vehicle due out in July will be a stripped down Model Y priced lower and funded by lower costs rather than a new form factor that expands TAM. This increases odds that FY’25 estimates decline further, risking a repeat of 2023-2024, when TSLA reduced EV prices supported by lower costs, and TSLA saw little or no incremental volume growth. Our $TSLA 6-12 month PT remains $310, based on our forecast of 2030 TSLA volumes of 5.4M and 2030 Adj EPS of $12.00. We apply a 2x PEG to our expected TSLA 2030-2040 EPS growth of 25%, which equates to a 2030 valuation of $600. Discounting back to the present at a 14.2% cost of equity (4% risk-free, 6% equity risk premium, 1.7x beta), we calculate a $310 present value, which remains our 6-12 mo. price target.

Cool

I’ll be honest — I thought the @Tesla Diner might be kinda tacky. But after going last night… it’s actually pretty sick. Here’s what impressed me: • In-car menu ordering integration • 80 (!) 325kW Supercharging stalls • Amazing rooftop lounge with shade & seating • @Tesla_Optimus robot hanging out • Free air for your tires • bathrooms (!!) • Did I mention EIGHTY superchargers? Tesla has something here Imagine a Tesla Diner on every major highway or city stop… Next? My bet’s on Vegas.

Right now is not a good time for Tesla to do a stock buyback. There’s a lot of turbulence out there right now. Tesla has a lot of AI related costs in the near-medium term future and new products to ramp up (more affordable models, Semi, Cybercab, and later on, Optimus). Lot of uncertainty in the economy. Demand isn’t as strong for Teslas as it could be. Not a good buyback time. Plus, even a $10B buyback would only be about 1.3% of the entire outstanding share float.

BREAKING: Tesla launches Robotaxi in San Francisco Bay Area!

I currently own 4 different @Tesla vehicles. by the end of 2025 i will own zero @Tesla vehicles.

Can't believe Elon actually did it. FSD has gotten shockingly, eerily good. Just did another drive from Malibu to LAX without taking the wheel once. Plenty of tricky, subtle situations along the way. What a time to be alive!

Bold Future Luxury, 한국 상륙 혁신과 스타일의 새 지평을 연 Tesla Cybertruck이 드디어 한국에 출시됩니다. Cybertruck을 예약해 주신 고객님께서는 아래 기간 내 Tesla 계정에 로그인하시어 주문을 확정해 주시기 바랍니다. 고객님만의 대담한 여정의 시작을 기원합니다. ▪ 주문 확정 기간: 2025년 8월 29일 – 9월 4일 ▪ 공식 가이드: blog.naver.com/teslakr_offic… *기간 내 주문을 확정하지 않으신 경우, 기존 예약 일자가 인정되지 않습니다.

This variant of the Model Y doesn’t start production in the US until the end of next year. Might not ever, given the advent of self-driving in America.

Back to working 7 days a week and sleeping in the office if my little kids are away

Samsung’s giant new Texas fab will be dedicated to making Tesla’s next-generation AI6 chip. The strategic importance of this is hard to overstate. Samsung currently makes AI4. TSMC will make AI5, which just finished design, initially in Taiwan and then Arizona.

Please take a moment to vote your Tesla stock

I’m not just dancing all day, ok

Earlier today, there was a media report erroneously claiming that the Tesla Board had contacted recruitment firms to initiate a CEO search at the company. This is absolutely false (and this was communicated to the media before the report was published). The CEO of Tesla is Elon Musk and the Board is highly confident in his ability to continue executing on the exciting growth plan ahead.  – Robyn Denholm

I took delivery of a beautiful new shiny HW4 Tesla Model X today, so I immediately took it out for an FSD test drive, a bit like I used to do almost daily for 5 years. Basically... I'm amazed - it drives really, really well, smooth, confident, noticeably better than what I'm used to on HW3 (my previous car) and eons ahead of the version I remember driving up highway 280 on my first day at Tesla ~9 years ago, where I had to intervene every time the road mildly curved or sloped. (note this is v13, my car hasn't been offered the latest v14 yet) On the highway, I felt like a passenger in some super high tech Maglev train pod - the car is locked in the center of the lane while I'm looking out from Model X's higher vantage point and its panoramic front window, listening to the (incredible) sound system, or chatting with Grok. On city streets, the car casually handled a number of tricky scenarios that I remember losing sleep over just a few years ago. It negotiated incoming cars in tight lanes, it gracefully went around construction and temporarily in-lane stationary cars, it correctly timed tricky left turns with incoming traffic from both sides, it gracefully gave way to the car that went out of order in the 4-way stop sign, it found a way to squeeze into a bumper to bumper traffic to make its turn, it overtook the bus that was loading passengers but still stopped for the stop sign that was blocked by the bus, and at the end of the route it circled around a parking lot, found a spot and... parked. Basically a flawless drive. For context, I'm used to going out for a brief test drive around the neighborhood to return with 20 clips of things that could be improved. It's new for me to do just that and exactly like I used to, but come back with nothing. Perfect drive, no notes. I expect there's still more work for the team in the long march of 9s, but it's just so cool to see that we're beyond finding issues on any individual ~1 hour drive around the neighborhood, you actually have to go to the fleet and mine them. Back then, I processed the incredible promise of vehicle autonomy at scale (in the fully scaleable, vision only, end-to-end Tesla way) only intellectually, but now it is possible to feel it intuitively too if you just go out for a drive. Wait, of course surround video stream at 60Hz processed by a fully dedicated "driving brain" neural net will work, and it will be so much better and safer than a human driver. Did anyone else think otherwise? I also watched @aelluswamy 's new ICCV25 talk last week (nitter.app/aelluswamy/status/1981…) that hints at some of the recent under the hood technical components driving this progress. Sensor streams (videos, maps, kinematics, audio, ...) over long contexts (e.g. ~30 seconds) go into a big neural net, steering/acceleration comes out, optionally with visualization auxiliary data. This is the dream of the complete Software 1.0 -> Software 2.0 re-write that scales fully with data streaming from millions of cars in the fleet and the compute capacity of your chip, not some engineer's clever new DoubleParkedCarHandler C++ abstraction with undefined test-time characteristics of memory and runtime. There's a lot more hints in the video on where things are going with the emerging "robotics+AI at scale stack". World reconstructors, world simulators "dreaming" dynamics, RL, all of these components general, foundational, neural net based, how the car is really just one kind of robot... are people getting this yet? Huge congrats to the team - you're building magic objects of the future, you rock! And I love my car <3.

$TSLA 🇯🇵 BREAKING 🚨 Robotaxi operations might be launching in Japan "in 2 weeks" 🔥 Tesla's job postings reveal that they are hiring for the position of "Vehicle Operator, Autopilot" in Kanagawa Prefecture, Japan with almost the same job description as the US postings 🔥

As a Canadian, this is embarrassing.

为啥会有人觉得“销售，赚钱，资本运作”是轻松的事情，不是“脏活累活”？🤣🤣。其实，说句冒犯的话：“打工是最容易的事情”。