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🚨BREAKING: WAYMO VEHICLES CAUSE MAJOR ROADBLOCKS DUE TO UNKNOWN PHENOMENON, HALTING TRAFFIC FLOW I hope Tesla’s Robotaxi service starts soon! $TSLA

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The power went out in San Francisco and a resident shows the self driving Waymo vehicles have no idea what to do, it’s chaos The vehicles are breaking down and stopping traffic after street lights go out It’s so bad Waymo even temporarily suspended service in San Francisco
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The power went out in San Francisco and a resident shows the self driving Waymo vehicles have no idea what to do, it’s chaos The vehicles are breaking down and stopping traffic after street lights go out It’s so bad Waymo even temporarily suspended service in San Francisco

Wall Street Apes

107,572 views • 7 months ago

🚨BREAKING: $TSLA ROBOTAXI FLEET SURPASSES 372 VEHICLES The fleet has grown by 42 units in just two days to reach 372 captured vehicles, with 89 currently operating in Austin, Texas, and 283 in the Bay Area—though the actual number in active service and testing is believed to be significantly higher.
0:17

🚨BREAKING: $TSLA ROBOTAXI FLEET SURPASSES 372 VEHICLES The fleet has grown by 42 units in just two days to reach 372 captured vehicles, with 89 currently operating in Austin, Texas, and 283 in the Bay Area—though the actual number in active service and testing is believed to be significantly higher.

Tsla Archive

53,032 views • 5 months ago

🚨 BREAKING: Elon Musk has just confirmed that Tesla’s Robotaxi service will expand to a larger area in Austin this weekend. As for California, the company is currently awaiting regulatory approval, probably within the next month or two.
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🚨 BREAKING: Elon Musk has just confirmed that Tesla’s Robotaxi service will expand to a larger area in Austin this weekend. As for California, the company is currently awaiting regulatory approval, probably within the next month or two.

DogeDesigner

31,968 views • 1 year ago

🚧 #Alert 🚨 At Tidel Park Junction (outgoing side), a defective iron plate due to poor welding is disrupting traffic flow. Vehicles are moving slowly. Drive carefully. #GreaterChennaiTrafficPolice #ChennaiTraffic #TidelPark #TrafficAlert 🚗🛠️
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🚧 #Alert 🚨 At Tidel Park Junction (outgoing side), a defective iron plate due to poor welding is disrupting traffic flow. Vehicles are moving slowly. Drive carefully. #GreaterChennaiTrafficPolice #ChennaiTraffic #TidelPark #TrafficAlert 🚗🛠️

Greater Chennai Traffic Police

45,495 views • 10 months ago

$TSLA 🚨Looks like the Tesla’s Robotaxi app has been updated. After the update, I don't see any more maps of Austin and Bay Area. It seems to support my current location in real time. Tell me more about this update!
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$TSLA 🚨Looks like the Tesla’s Robotaxi app has been updated. After the update, I don't see any more maps of Austin and Bay Area. It seems to support my current location in real time. Tell me more about this update!

Tsla Chan

150,236 views • 8 months ago

HEAD TO HEAD: WAYMO VS TESLA ROBOTAXI Although Waymo has operated its robotaxi service for several years, Tesla Robotaxi already offers more confident and comfortable rides for passengers. Don't believe me? Check out the side-by-side video below comparing Waymo and Tesla Robotaxi entering Terry Black's BBQ parking lot. Waymo struggles to detect the entrance's sudden steepness, carrying excessive speed and nearly bottoming out. The Tesla Robotaxi on the hand confidently detects the steep entrance and comfortably traverses it without jarring the passengers onboard. As someone prone to car sickness, I experienced no nausea during my 2.5+ hours riding in a Tesla Robotaxi yesterday, even while using my phone. However, within minutes of riding in a Waymo, I felt nauseous due to jerky braking, throttle, and steering inputs, as well as excessive speed when approaching corners followed by abrupt braking. After this experience, I’m more now convinced than ever that vision-only systems are the future of autonomous transportation. Elon Musk Tesla Tesla_ai Ashok Elluswamy
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HEAD TO HEAD: WAYMO VS TESLA ROBOTAXI Although Waymo has operated its robotaxi service for several years, Tesla Robotaxi already offers more confident and comfortable rides for passengers. Don't believe me? Check out the side-by-side video below comparing Waymo and Tesla Robotaxi entering Terry Black's BBQ parking lot. Waymo struggles to detect the entrance's sudden steepness, carrying excessive speed and nearly bottoming out. The Tesla Robotaxi on the hand confidently detects the steep entrance and comfortably traverses it without jarring the passengers onboard. As someone prone to car sickness, I experienced no nausea during my 2.5+ hours riding in a Tesla Robotaxi yesterday, even while using my phone. However, within minutes of riding in a Waymo, I felt nauseous due to jerky braking, throttle, and steering inputs, as well as excessive speed when approaching corners followed by abrupt braking. After this experience, I’m more now convinced than ever that vision-only systems are the future of autonomous transportation. Elon Musk Tesla Tesla_ai Ashok Elluswamy

Dan Burkland

462,603 views • 1 year ago

🚨BREAKING: MAJOR police response on old Kent Road in London 🇬🇧 Footage shows HUNDREDS of youths and police as a HUGE police response in place due to an unknown ongoing situation….
0:11

🚨BREAKING: MAJOR police response on old Kent Road in London 🇬🇧 Footage shows HUNDREDS of youths and police as a HUGE police response in place due to an unknown ongoing situation….

BRITAIN IS BROKEN 🇬🇧

132,544 views • 1 month ago

🚨#BREAKING: Multiple self-driving Waymo cars, collectively worth upwards of $600,000 each have been destroyed and light on fire by rioters 📌#LosAngeles | #California At this time, Los Angeles police are urgently requesting Waymo to shut down its self-driving car app as rioters continue to exploit the service luring vehicles to protest zones before setting them on fire. With violence escalating rapidly and clashes intensifying between protesters, police, and the National Guard, multiple Waymo cars each valued at over $600,000 have been torched and destroyed in the chaos first video by My
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🚨#BREAKING: Multiple self-driving Waymo cars, collectively worth upwards of $600,000 each have been destroyed and light on fire by rioters 📌#LosAngeles | #California At this time, Los Angeles police are urgently requesting Waymo to shut down its self-driving car app as rioters continue to exploit the service luring vehicles to protest zones before setting them on fire. With violence escalating rapidly and clashes intensifying between protesters, police, and the National Guard, multiple Waymo cars each valued at over $600,000 have been torched and destroyed in the chaos first video by My

R A W S A L E R T S

3,525,878 views • 1 year ago

🚨BREAKING: ELECTRIC CARS OVERTAKE PETROL MODELS IN GERMANY FOR FIRST TIME 🇩🇪 $TSLA Electric vehicles have surpassed petrol cars in monthly new car registrations in Germany, driven by a new government subsidy program and sharply higher oil prices due to the war in Iran. Pure electric car registrations jumped 66% year-over-year in March 2026 to nearly 71,000 units, according to the country’s Federal Motor Transport Authority (KBA).
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🚨BREAKING: ELECTRIC CARS OVERTAKE PETROL MODELS IN GERMANY FOR FIRST TIME 🇩🇪 $TSLA Electric vehicles have surpassed petrol cars in monthly new car registrations in Germany, driven by a new government subsidy program and sharply higher oil prices due to the war in Iran. Pure electric car registrations jumped 66% year-over-year in March 2026 to nearly 71,000 units, according to the country’s Federal Motor Transport Authority (KBA).

Tsla Archive

36,815 views • 4 months ago

🚨#BREAKING: A female Secret Service special agent trainee accidentally shot herself in the leg at the agency’s Rowley Training Center. 📌#SouthLaurel | #Maryland According to Susan Crabtree, who first broke the story, a female special agent trainee accidentally shot herself in the leg on Wednesday at the Secret Service's Rowley Training Center in South Laurel, Maryland. According to SusanCrabtree she says that Multiple sources within the Secret Service community report that she was airlifted to a Baltimore hospital emergency room. The incident allegedly occurred due to an accidental discharge while holstering her weapon. The extent of her injuries remains unknown as the situation continues to develop.
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🚨#BREAKING: A female Secret Service special agent trainee accidentally shot herself in the leg at the agency’s Rowley Training Center. 📌#SouthLaurel | #Maryland According to Susan Crabtree, who first broke the story, a female special agent trainee accidentally shot herself in the leg on Wednesday at the Secret Service's Rowley Training Center in South Laurel, Maryland. According to SusanCrabtree she says that Multiple sources within the Secret Service community report that she was airlifted to a Baltimore hospital emergency room. The incident allegedly occurred due to an accidental discharge while holstering her weapon. The extent of her injuries remains unknown as the situation continues to develop.

R A W S A L E R T S

605,174 views • 1 year ago

While it seems that Russia is likely prepping the propaganda foundation to blame their Bryansk bridge collapse on Ukraine, a reminder that bridges are constantly collapsing in Russia, not requiring any help from Ukraine at all. Here's a recent list: Today – Bryansk Region A highway bridge collapsed onto a moving passenger train traveling from Klimovo to Moscow, resulting in at least seven fatalities and over 50 injuries. April 2024 – Vyazma, Smolensk Oblast The Paninsky overpass collapsed onto railway tracks, killing one person and injuring five others. The collapse was due to the bridge's dilapidated condition, possibly exacerbated by ground subsidence during the thaw. October 2023 – Buryatia A bridge over the Dzhida River collapsed due to heavy rainfall and poor maintenance, disrupting a major section of the Trans-Siberian Railway and forcing cargo rerouting. July 2022 – Zabaykalsky Krai A bridge on the Chita–Khabarovsk Highway collapsed due to erosion from flooding and chronic neglect, cutting off a major regional highway and stranding vehicles. November 2020 – Primorsky Krai A bridge between Vladivostok and Nakhodka collapsed while a truck was crossing, causing the vehicle to fall into a ravine and injuring the driver. The cause was identified as corrosion and overloading. July 2018 – Nizhny Novgorod A pedestrian bridge over the Oka River collapsed during a festival due to overcrowding and lack of repairs, resulting in several injuries. May 2015 – Krasnoyarsk Krai A bridge near the town of Kansk collapsed under the weight of a logging truck, disrupting road traffic between local towns for weeks. The cause was poor construction and lack of maintenance. Corruption and decay are Russia's problems, not Ukraine.
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While it seems that Russia is likely prepping the propaganda foundation to blame their Bryansk bridge collapse on Ukraine, a reminder that bridges are constantly collapsing in Russia, not requiring any help from Ukraine at all. Here's a recent list: Today – Bryansk Region A highway bridge collapsed onto a moving passenger train traveling from Klimovo to Moscow, resulting in at least seven fatalities and over 50 injuries. April 2024 – Vyazma, Smolensk Oblast The Paninsky overpass collapsed onto railway tracks, killing one person and injuring five others. The collapse was due to the bridge's dilapidated condition, possibly exacerbated by ground subsidence during the thaw. October 2023 – Buryatia A bridge over the Dzhida River collapsed due to heavy rainfall and poor maintenance, disrupting a major section of the Trans-Siberian Railway and forcing cargo rerouting. July 2022 – Zabaykalsky Krai A bridge on the Chita–Khabarovsk Highway collapsed due to erosion from flooding and chronic neglect, cutting off a major regional highway and stranding vehicles. November 2020 – Primorsky Krai A bridge between Vladivostok and Nakhodka collapsed while a truck was crossing, causing the vehicle to fall into a ravine and injuring the driver. The cause was identified as corrosion and overloading. July 2018 – Nizhny Novgorod A pedestrian bridge over the Oka River collapsed during a festival due to overcrowding and lack of repairs, resulting in several injuries. May 2015 – Krasnoyarsk Krai A bridge near the town of Kansk collapsed under the weight of a logging truck, disrupting road traffic between local towns for weeks. The cause was poor construction and lack of maintenance. Corruption and decay are Russia's problems, not Ukraine.

SPRAVDI — Stratcom Centre

543,107 views • 1 year ago

🔥🚨BREAKING: I can confirm that every single political candidate that Grammy winning rapper Cardi B has endorsed lost their elections. Kamala Harris suffered a presidential loss after Cardi’s endorsement and now Jasmine Crockett has joined Harris after losing her election right after Cardi’s endorsement. Governor Gavin Newsome has been supporting Cardi to spite Republicans after Nicki Minaj went MAGA and it from her track record I genuinely hope Cardi B endorses Gavin Newsome soon, if they save her endorsement for when he announces his presidential run that would be even better.
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🔥🚨BREAKING: I can confirm that every single political candidate that Grammy winning rapper Cardi B has endorsed lost their elections. Kamala Harris suffered a presidential loss after Cardi’s endorsement and now Jasmine Crockett has joined Harris after losing her election right after Cardi’s endorsement. Governor Gavin Newsome has been supporting Cardi to spite Republicans after Nicki Minaj went MAGA and it from her track record I genuinely hope Cardi B endorses Gavin Newsome soon, if they save her endorsement for when he announces his presidential run that would be even better.

Dom Lucre | Breaker of Narratives

438,711 views • 5 months ago

Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?
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Recently Ross Gerber mentioned that it will be impossible for Tesla to scale quickly with their Robotaxi plans because they have yet to build any infrastructure as similar to Waymo. I am willing to bet a generous amount of money that Tesla is well aware of Waymo’s infrastructure and their struggles to efficiently manage their fleet. Tesla does not have $15 billion of excess Capital to waste each year on a copycat Fleet management process. Nor would they spend it if they had an additional $100 billion in excess capital. After validating each geographical map area, Tesla will sell Robotaxis to individual buyers, it’s possible that there will be an up fitting process to enter your own Tesla into the Robotaxi fleet. Tesla will sell cybercabs to individuals and fleets that can come online anytime the owner decides. There is no alternative viable method to saturate the market. Tesla is not going to purchase 100 separate properties in Los Angeles and pay minimum wage workers to clean puke out of vehicles. It’s not going to happen. Tesla is going to take the high margin SAS profits and determine the appropriate costs per mile breakdown to make a viable business model for vehicle owners. Coming soon- The Shepherd Model by Tesla. As mentioned many times before, The process to develop a nationwide network of fleet owners and shepherds is the foundation to also handle the deployment of Optimus robots for temporary gigs, part-time work, and generally cool shit. Optimus robots will be serving food at a wedding near you in the year 2030. How do you think they will get there? Who do you think is going to own them? Who do you think is going to fix them? Who do you think is going to drop them off for service and replacement parts?

No Safe Words

11,308 views • 6 months ago

Respected Chief Secretary Khyber Pakhtunkhwa Chief Secretary Khyber Pakhtunkhwa This video was recorded by me today at 6:06 PM, near Gora Qabristan – Army Toll Plaza. While returning from the university, I witnessed an ambulance struggling in a severe traffic jam. All vehicles, including ours, were completely stuck, and it was extremely difficult to make way for the ambulance. In such critical moments, a patient inside the ambulance can lose the battle of life due to a few minutes of delay. At the same time, it can clearly be seen that the BRT route was entirely empty. Therefore, we strongly request you ,the Government of Khyber Pakhtunkhwa and the concerned authorities to allow ambulances to use the BRT route (BRT lane) in emergency situations, so that they can reach hospitals quickly and save precious human lives. We hope that, in the spirit of humanity, you will kindly consider this practical and life-saving suggestion. Thank you.
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Respected Chief Secretary Khyber Pakhtunkhwa Chief Secretary Khyber Pakhtunkhwa This video was recorded by me today at 6:06 PM, near Gora Qabristan – Army Toll Plaza. While returning from the university, I witnessed an ambulance struggling in a severe traffic jam. All vehicles, including ours, were completely stuck, and it was extremely difficult to make way for the ambulance. In such critical moments, a patient inside the ambulance can lose the battle of life due to a few minutes of delay. At the same time, it can clearly be seen that the BRT route was entirely empty. Therefore, we strongly request you ,the Government of Khyber Pakhtunkhwa and the concerned authorities to allow ambulances to use the BRT route (BRT lane) in emergency situations, so that they can reach hospitals quickly and save precious human lives. We hope that, in the spirit of humanity, you will kindly consider this practical and life-saving suggestion. Thank you.

Amir Khan Chamkani ISF

43,602 views • 9 months ago

The latest news about power outages in Spain and Portugal. Friends from these countries, how are you doing? Do you have electricity? I've read some reports in the media that it's pure chaos. Others say it's a great chance to unwind and relax. How is it for you? What is the public opinion about the causes? ◾️ Flights at major airports and trains in the region were delayed or canceled. ◾️ Spanish electricity provider Red Electrica said restoring power in the country could take between 6 to 10 hours, adding that "gradual restoration" is underway. As of now, voltage has already been recovered in some areas, the grid operator announced. Medium- and long-distance trains will likely not resume service until tomorrow. ◾️ Portuguese grid operator REN claimed the outage was caused by a fault in the Spanish electricity grid, related to a "rare atmospheric phenomenon," and given the complexity of the issue, it could take up to a week for the network to fully normalize again. ◾️ During the news conference, Spanish PM Pedro Sánchez said the cause of the power cut is still unknown and warned against speculation. He urged the public to only use phones for brief calls and necessary communication.
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The latest news about power outages in Spain and Portugal. Friends from these countries, how are you doing? Do you have electricity? I've read some reports in the media that it's pure chaos. Others say it's a great chance to unwind and relax. How is it for you? What is the public opinion about the causes? ◾️ Flights at major airports and trains in the region were delayed or canceled. ◾️ Spanish electricity provider Red Electrica said restoring power in the country could take between 6 to 10 hours, adding that "gradual restoration" is underway. As of now, voltage has already been recovered in some areas, the grid operator announced. Medium- and long-distance trains will likely not resume service until tomorrow. ◾️ Portuguese grid operator REN claimed the outage was caused by a fault in the Spanish electricity grid, related to a "rare atmospheric phenomenon," and given the complexity of the issue, it could take up to a week for the network to fully normalize again. ◾️ During the news conference, Spanish PM Pedro Sánchez said the cause of the power cut is still unknown and warned against speculation. He urged the public to only use phones for brief calls and necessary communication.

Anton Gerashchenko

26,228 views • 1 year ago

🚨🇺🇸 MASSIVE EXPLOSION ROCKS CHEVRON REFINERY IN LOS ANGELES, LARGEST ON WEST COAST A major fire erupted at the Chevron El Segundo refinery around 9:30pm, lighting up the night sky with a towering fireball and sending thick smoke billowing across Los Angeles. "I thought we got nuked or something," said one witness playing soccer miles away. The refinery is the largest on the west coast, processing 276,000 barrels of crude oil per day. It's been operating since 1911. Governor Newsom has been briefed. No injuries or evacuations reported yet, but the fire continues burning. LA County Fire and the refinery's own fire department are on scene. LAX, located immediately north of the refinery, reports no flight disruptions. Cause unknown. Residents urged to avoid the area. Source: MINT Media: Sri Shenoy
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🚨🇺🇸 MASSIVE EXPLOSION ROCKS CHEVRON REFINERY IN LOS ANGELES, LARGEST ON WEST COAST A major fire erupted at the Chevron El Segundo refinery around 9:30pm, lighting up the night sky with a towering fireball and sending thick smoke billowing across Los Angeles. "I thought we got nuked or something," said one witness playing soccer miles away. The refinery is the largest on the west coast, processing 276,000 barrels of crude oil per day. It's been operating since 1911. Governor Newsom has been briefed. No injuries or evacuations reported yet, but the fire continues burning. LA County Fire and the refinery's own fire department are on scene. LAX, located immediately north of the refinery, reports no flight disruptions. Cause unknown. Residents urged to avoid the area. Source: MINT Media: Sri Shenoy

Mario Nawfal

72,842 views • 10 months ago

🔥🚨BREAKING: Former President Obama just did the unthinkable and claimed that there currently no details about Cole Allen, man that tried to kill President Trump last night despite it being revealed that a manifesto was found, he was a teacher from California, a member of Wide Awakes, Attended a No Kings protest, had radical liberal posts on BlueSky in addition to proof of the shooter donating to Kamala Harris. Barrack Obama: “Although we don’t yet have the details about the motives behind last night's shooting at the White House Correspondents Dinner, it’s incumbent upon all us to reject the idea that violence has any place in our democracy. It’s also a sobering reminder of the courage and sacrifice that U.S. Secret Service Agents show every day. I’m grateful to them – and thankful that the agent who was shot is going to be okay.” Cole Allen: “In order to minimize casualties I will also be using buckshot rather than slugs (less penetration through walls) I would still go through most everyone here to get to the targets if it were absolutely necessary (on the basis that most people *chose* to attend a speech by a pedophile, rapist, and traitor, and are thus complicit) but I really hope it doesn't come to that.”
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🔥🚨BREAKING: Former President Obama just did the unthinkable and claimed that there currently no details about Cole Allen, man that tried to kill President Trump last night despite it being revealed that a manifesto was found, he was a teacher from California, a member of Wide Awakes, Attended a No Kings protest, had radical liberal posts on BlueSky in addition to proof of the shooter donating to Kamala Harris. Barrack Obama: “Although we don’t yet have the details about the motives behind last night's shooting at the White House Correspondents Dinner, it’s incumbent upon all us to reject the idea that violence has any place in our democracy. It’s also a sobering reminder of the courage and sacrifice that U.S. Secret Service Agents show every day. I’m grateful to them – and thankful that the agent who was shot is going to be okay.” Cole Allen: “In order to minimize casualties I will also be using buckshot rather than slugs (less penetration through walls) I would still go through most everyone here to get to the targets if it were absolutely necessary (on the basis that most people *chose* to attend a speech by a pedophile, rapist, and traitor, and are thus complicit) but I really hope it doesn't come to that.”

Dom Lucre | Breaker of Narratives

1,353,836 views • 3 months ago

Just finished a one-week trip to China. I've now "survived" all the major (~20) L2 self-driving and robotaxi vehicles in both the US and China. Some thoughts & observations: ▶️L2 self-driving I tested major brands like $Huawei, $Li, $NIO, $Xpeng, and $Xiaomi. Overall, they exceeded my expectations. The rides were not overly cautious and handled complex situations (yes, road conditions in China are very challenging!) quite well. Nothing compares to $Tsla's approach. I see imitation learning/end-to-end as the only effective approach for self-driving. While Chinese peers perform well on main roads, they struggle on frontage roads due to reliance on high-precision maps and rule-based methods (e.g. cars stopped in the middle of the road where there was no clear white lining). Chinese EVs' self-driving capabilities are far ahead of those from US and EU brands. I doubt any Chinese players can profit from L2 self-driving, not because it’s not useful, but because it’s hard to differentiate, and price wars dominate the market in China. Chinese consumers and regulators seem much more receptive to self-driving. Even with a 5/10 self-driving capability, cars are practically *hands-free(!)* Insurance-wise, for L3+ cars, OEMs bear responsibility for incidents, so OEMs avoid labeling cars as L3+. ▶️Robotaxi I tested major brands like $Didi, and $Bidu. I'd rate equal to $Waymo, and it's ahead of other peers. However, the same issue applies here: user experience is nearly perfect (in Yizhuang, Beijing), but expansion is the real question. Chinese robotaxi companies are very sophisticated. While the rest of the world focuses on technology, Chinese peers treat it as a product, considering unit economics, operations, mass production, etc. Interestingly, most companies expressed a preference NOT to operate fleets themselves. They aim to be asset-light and let fleet managers handle operations. Policy Support: China has a very clear approval process, driven by data (autonomous driving distance, fully driverless distance, intervention rate, passenger ratings, etc.). ▶️Chinese EVs In major cities like Beijing or Shanghai, EV adoption (green license plates vs. gas cars with blue license plates) seems to be 40%+. If 40% of cars on the road are EVs, then EV penetration (defined as the % of new car sales) must already be over 50%. In shopping malls, the ground floor is filled with EV showrooms—easily 10+ brands, many of which are unfamiliar Chinese brands. It appears almost too easy to make an electric car, which is a stark contrast to the US. $Xiaomi, for example, can achieve a 10% gross profit margin in its first year of operation, compared to $RIVN's -45%. Additionally, $Xiaomi cars are priced at 30% of $RIVN's price. It's fascinating to see how China transitioned from "couldn't make their own gas cars at all (only JVs)" to "dominating EVs globally." The government deserves credit for setting the direction and executing effectively. China now controls the entire supply chain, with $CATL holding 40% of the global market share. 🔹How did it happen? The success of the industry Incentives were set just right: the government provided incentives early on to make EVs and gas cars have comparable MSRPs, allowing consumers to choose based on functionality. This approach differs from how the IRA offers incentives... Perfectly competitive market: $TSLA was brought in, and competition was welcomed, unlike the US, which has a 100% import tax on Chinese EVs. Strategic regulations: License plate restrictions were used effectively; for example, taxis and minivans are required to be EVs. 🔹The challenges Despite the success, the industry faces challenges with low-margin companies and struggling stocks. The intense competition shows no sign of ending. Well-funded global OEMs and Chinese state-owned car companies continue to subsidize, leading to new EV brands emerging annually. The natural tendency in China is to race to the bottom. I think this ties back to China's history as the "world’s factory," where manufacturers price products at "cost plus" versus the US and developing countries, which price based on "affordability/value creation." 🔹The wow EV feature >Software features that surprised me the most: - Everything in the car can be voice-controlled. Not just simple tasks like playing music; users can adjust the height of the steering wheel and set the temperature easily. - Self-parking, which $Tsla has yet to release to all FSD users, is already a table stake in China (I'd rate the quality as 10/10). >Other fun hardware features: - Mini fridges in the car - Infotainment systems - IoT: remote access the car/home via cellphone - all connected together - Heads-up displays - UV-protected glass roofs: $Xiaomi took $Tsla's design, but the glass roof of the $Xiaomi car is made of double layers with silver, blocking 99.9% of UV and infrared rays...as a result, heat is no longer a problem inside the car
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Just finished a one-week trip to China. I've now "survived" all the major (~20) L2 self-driving and robotaxi vehicles in both the US and China. Some thoughts & observations: ▶️L2 self-driving I tested major brands like $Huawei, $Li, $NIO, $Xpeng, and $Xiaomi. Overall, they exceeded my expectations. The rides were not overly cautious and handled complex situations (yes, road conditions in China are very challenging!) quite well. Nothing compares to $Tsla's approach. I see imitation learning/end-to-end as the only effective approach for self-driving. While Chinese peers perform well on main roads, they struggle on frontage roads due to reliance on high-precision maps and rule-based methods (e.g. cars stopped in the middle of the road where there was no clear white lining). Chinese EVs' self-driving capabilities are far ahead of those from US and EU brands. I doubt any Chinese players can profit from L2 self-driving, not because it’s not useful, but because it’s hard to differentiate, and price wars dominate the market in China. Chinese consumers and regulators seem much more receptive to self-driving. Even with a 5/10 self-driving capability, cars are practically *hands-free(!)* Insurance-wise, for L3+ cars, OEMs bear responsibility for incidents, so OEMs avoid labeling cars as L3+. ▶️Robotaxi I tested major brands like $Didi, and $Bidu. I'd rate equal to $Waymo, and it's ahead of other peers. However, the same issue applies here: user experience is nearly perfect (in Yizhuang, Beijing), but expansion is the real question. Chinese robotaxi companies are very sophisticated. While the rest of the world focuses on technology, Chinese peers treat it as a product, considering unit economics, operations, mass production, etc. Interestingly, most companies expressed a preference NOT to operate fleets themselves. They aim to be asset-light and let fleet managers handle operations. Policy Support: China has a very clear approval process, driven by data (autonomous driving distance, fully driverless distance, intervention rate, passenger ratings, etc.). ▶️Chinese EVs In major cities like Beijing or Shanghai, EV adoption (green license plates vs. gas cars with blue license plates) seems to be 40%+. If 40% of cars on the road are EVs, then EV penetration (defined as the % of new car sales) must already be over 50%. In shopping malls, the ground floor is filled with EV showrooms—easily 10+ brands, many of which are unfamiliar Chinese brands. It appears almost too easy to make an electric car, which is a stark contrast to the US. $Xiaomi, for example, can achieve a 10% gross profit margin in its first year of operation, compared to $RIVN's -45%. Additionally, $Xiaomi cars are priced at 30% of $RIVN's price. It's fascinating to see how China transitioned from "couldn't make their own gas cars at all (only JVs)" to "dominating EVs globally." The government deserves credit for setting the direction and executing effectively. China now controls the entire supply chain, with $CATL holding 40% of the global market share. 🔹How did it happen? The success of the industry Incentives were set just right: the government provided incentives early on to make EVs and gas cars have comparable MSRPs, allowing consumers to choose based on functionality. This approach differs from how the IRA offers incentives... Perfectly competitive market: $TSLA was brought in, and competition was welcomed, unlike the US, which has a 100% import tax on Chinese EVs. Strategic regulations: License plate restrictions were used effectively; for example, taxis and minivans are required to be EVs. 🔹The challenges Despite the success, the industry faces challenges with low-margin companies and struggling stocks. The intense competition shows no sign of ending. Well-funded global OEMs and Chinese state-owned car companies continue to subsidize, leading to new EV brands emerging annually. The natural tendency in China is to race to the bottom. I think this ties back to China's history as the "world’s factory," where manufacturers price products at "cost plus" versus the US and developing countries, which price based on "affordability/value creation." 🔹The wow EV feature >Software features that surprised me the most: - Everything in the car can be voice-controlled. Not just simple tasks like playing music; users can adjust the height of the steering wheel and set the temperature easily. - Self-parking, which $Tsla has yet to release to all FSD users, is already a table stake in China (I'd rate the quality as 10/10). >Other fun hardware features: - Mini fridges in the car - Infotainment systems - IoT: remote access the car/home via cellphone - all connected together - Heads-up displays - UV-protected glass roofs: $Xiaomi took $Tsla's design, but the glass roof of the $Xiaomi car is made of double layers with silver, blocking 99.9% of UV and infrared rays...as a result, heat is no longer a problem inside the car

Freda Duan

399,004 views • 2 years ago

So… with a show of hands, who’s buying the fuckin dip? 🙋🏻‍♂️ $TSLA keeps handing out opportunities to the ones who can see the forest through the trees. The market and short-term minded investors seem to be obsessing over one quarter, while I’m looking at where this company is going over the next 5-10 years. Bro… this is what I see: • Deliveries are up +25% YoY to a RECORD second quarter. • Revenue is up +26% YoY to $28.2B, pushing Tesla above $100B in trailing 12-month revenue for the FIRST TIME EVER. • FSD subscriptions up +56% YoY to 1.48 million, with a record 55%+ attach rate on new North American Tesla deliveries. • Energy storage deployments up 41% YoY, with Megapack demand continuing to grow. • Services revenue up 50% YoY, becoming a larger, higher-margin part of the Tesla’s business. • Robotaxis are now operating across seven major metros, with Cybercab production officially underway. • Optimus production lines are being installed this year. • And despite investing more aggressively than ever, Tesla still finished the quarter with $43.5 billion in cash. Sure, margins were under pressure. And yes, free cash flow was negative. But this is bc Tesla is spending $ billions building AI infrastructure, expanding factories, ramping Cybercab, Optimus, batteries, and compute. The Tesla team is investing to build and be the leader for the next decade. Always remember, the biggest returns rarely come from buying when everything feels safe… they come from buying when everyone seems to be shitting their pants, while the fundamentals remain intact. NFA, of course… it’s just my two cents from a nobody. But I’m bullish then ever on the future of Tesla.
0:14

So… with a show of hands, who’s buying the fuckin dip? 🙋🏻‍♂️ $TSLA keeps handing out opportunities to the ones who can see the forest through the trees. The market and short-term minded investors seem to be obsessing over one quarter, while I’m looking at where this company is going over the next 5-10 years. Bro… this is what I see: • Deliveries are up +25% YoY to a RECORD second quarter. • Revenue is up +26% YoY to $28.2B, pushing Tesla above $100B in trailing 12-month revenue for the FIRST TIME EVER. • FSD subscriptions up +56% YoY to 1.48 million, with a record 55%+ attach rate on new North American Tesla deliveries. • Energy storage deployments up 41% YoY, with Megapack demand continuing to grow. • Services revenue up 50% YoY, becoming a larger, higher-margin part of the Tesla’s business. • Robotaxis are now operating across seven major metros, with Cybercab production officially underway. • Optimus production lines are being installed this year. • And despite investing more aggressively than ever, Tesla still finished the quarter with $43.5 billion in cash. Sure, margins were under pressure. And yes, free cash flow was negative. But this is bc Tesla is spending $ billions building AI infrastructure, expanding factories, ramping Cybercab, Optimus, batteries, and compute. The Tesla team is investing to build and be the leader for the next decade. Always remember, the biggest returns rarely come from buying when everything feels safe… they come from buying when everyone seems to be shitting their pants, while the fundamentals remain intact. NFA, of course… it’s just my two cents from a nobody. But I’m bullish then ever on the future of Tesla.

Teslaconomics

27,632 views • 15 days ago

LAWSUIT UPDATE 🚨 Day 290 of being under unlawful police investigation after SEGA colluded with City of London Police to raid my home and steal my consoles after SEGA screwed up their clearance process. A human rights lawsuit alleging violations of Articles 1, 3, 5, 6, 8, 13 & 14 by SEGA /Fusion85/ City of London Police was filed in March. As of today all three defendants are in default, having not filed a valid acknowledgment of service. Once again, all parties have displayed complete disregard for lawful process in not taking a High Court Human Rights lawsuit seriously. Sega attempted to engage, using a big law firm to try and scare me in to submission by arguing my claim was “totally without merit”, claiming all their fees from me, and filing a witness statement from Daniel Finegold that confirms Lindsay Cox was responsible for the clearance. The same Lindsay who recognised me when I attempted to serve the lawsuit on SEGA in person, video attached. The full extent of that witness statement will be revealed in due course, it tells us A LOT ☕️ The police tried to send an email to the court asking for the claim to be thrown out. I’m at a loss for words with how utterly incompetent civil servants are. This has now backfired catastrophically for City of London Police the full extent of which will be revealed soon ☕️ Fusion85 have remained entirely silent, a default judgement against them will likely follow in due course. A further lawsuit against individual officers will soon be served, alleging amongst others, material non disclosure in the warrant application process. I offered a ceasefire and the opportunity to resolve this situation almost 3 weeks ago, once again it fell on deaf ears, so i’m forced back in to the public to seek justice and accountability for how I have been treated. Apparently City of London Police have made a criminal referral in anticipation of a not guilty plea from myself. No idea what crime i’ve allegedly committed by buying office clearance remnants from a charity sub contractor in good faith. GamersNexus has of course been provided with ALL details and will report in due course.
0:14

LAWSUIT UPDATE 🚨 Day 290 of being under unlawful police investigation after SEGA colluded with City of London Police to raid my home and steal my consoles after SEGA screwed up their clearance process. A human rights lawsuit alleging violations of Articles 1, 3, 5, 6, 8, 13 & 14 by SEGA /Fusion85/ City of London Police was filed in March. As of today all three defendants are in default, having not filed a valid acknowledgment of service. Once again, all parties have displayed complete disregard for lawful process in not taking a High Court Human Rights lawsuit seriously. Sega attempted to engage, using a big law firm to try and scare me in to submission by arguing my claim was “totally without merit”, claiming all their fees from me, and filing a witness statement from Daniel Finegold that confirms Lindsay Cox was responsible for the clearance. The same Lindsay who recognised me when I attempted to serve the lawsuit on SEGA in person, video attached. The full extent of that witness statement will be revealed in due course, it tells us A LOT ☕️ The police tried to send an email to the court asking for the claim to be thrown out. I’m at a loss for words with how utterly incompetent civil servants are. This has now backfired catastrophically for City of London Police the full extent of which will be revealed soon ☕️ Fusion85 have remained entirely silent, a default judgement against them will likely follow in due course. A further lawsuit against individual officers will soon be served, alleging amongst others, material non disclosure in the warrant application process. I offered a ceasefire and the opportunity to resolve this situation almost 3 weeks ago, once again it fell on deaf ears, so i’m forced back in to the public to seek justice and accountability for how I have been treated. Apparently City of London Police have made a criminal referral in anticipation of a not guilty plea from myself. No idea what crime i’ve allegedly committed by buying office clearance remnants from a charity sub contractor in good faith. GamersNexus has of course been provided with ALL details and will report in due course.

SEGA RAIDED MY HOUSE USING UNLAWFUL WARRANTS

155,935 views • 3 months ago