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Tesla Bloomington Megacharger (world’s first full-scale public one for the Semi)Location: 18434 Valley Blvd, Bloomington, CA 92316 (San Bernardino County, ~1 hour east of LA, near key freight routes from the Ports of Los Angeles and Long Beach). Opened: ~July 17, 2026. Specs: 6 dedicated drive-thru stalls, each rated...

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Tesla Owners Silicon Valley

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34,283 просмотров • 1 месяц назад •via X (Twitter)

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🚛⚡ FIRST PUBLIC Tesla Megacharger is LIVE in Ontario, California! Just did a quick walk-through of the brand-new station at 4265 E Guasti Road — the very first one open to Semi fleet customers (not just Tesla’s own trucks). 750 kW charging right at a truck stop in the heart of the Inland Empire. Electric long-haul trucking just got real. Who else is hyped for the Semi network rollout? Drop a 🔥 if you’ve seen a Semi here! Quick facts: • Why it’s historic: Tesla’s third Megacharger ever, but the first one explicitly opened for customer Semis (the other two at Giga Nevada and Carson, CA were mainly for Tesla’s internal fleet). Opened early March 2026. • Power & stalls: Two 750 kW stalls (powered by V3.5 cabinets — same tech as V3+ Superchargers). Full Megachargers can hit 1.2 MW, but this starter public one is limited to 750 kW for now. Still plenty fast — expect a strong top-up during the mandatory 30–45 min driver break (1.2 MW demos hit ~60 % range in ~30 min; this one is a bit slower but very usable). • Location perks: Perfectly placed at a Travel Center in the Inland Empire, right by the I-10/I-15 interchange — prime spot for freight from LA/Long Beach ports to distribution hubs. • Bigger picture: First of 64+ planned public Megachargers across the U.S. (37+ by end of 2026, many at Pilot/Flying J stops). This is the real start of the commercial Semi charging network! Elon Musk Tesla Semi Dan Priestley Tesla Charging Max Tesla Energy
3:03

🚛⚡ FIRST PUBLIC Tesla Megacharger is LIVE in Ontario, California! Just did a quick walk-through of the brand-new station at 4265 E Guasti Road — the very first one open to Semi fleet customers (not just Tesla’s own trucks). 750 kW charging right at a truck stop in the heart of the Inland Empire. Electric long-haul trucking just got real. Who else is hyped for the Semi network rollout? Drop a 🔥 if you’ve seen a Semi here! Quick facts: • Why it’s historic: Tesla’s third Megacharger ever, but the first one explicitly opened for customer Semis (the other two at Giga Nevada and Carson, CA were mainly for Tesla’s internal fleet). Opened early March 2026. • Power & stalls: Two 750 kW stalls (powered by V3.5 cabinets — same tech as V3+ Superchargers). Full Megachargers can hit 1.2 MW, but this starter public one is limited to 750 kW for now. Still plenty fast — expect a strong top-up during the mandatory 30–45 min driver break (1.2 MW demos hit ~60 % range in ~30 min; this one is a bit slower but very usable). • Location perks: Perfectly placed at a Travel Center in the Inland Empire, right by the I-10/I-15 interchange — prime spot for freight from LA/Long Beach ports to distribution hubs. • Bigger picture: First of 64+ planned public Megachargers across the U.S. (37+ by end of 2026, many at Pilot/Flying J stops). This is the real start of the commercial Semi charging network! Elon Musk Tesla Semi Dan Priestley Tesla Charging Max Tesla Energy

Tesla Owners Silicon Valley

74,663 просмотров • 5 месяцев назад

🚛⚡ Just got back from the Tesla Megacharger in Ontario, CA — the first one open to external Semi fleet customers! Walked the whole site, got up close with those massive liquid-cooled cables and heavy-duty stalls, and explored the entire setup. The engineering is seriously impressive. Charging specs here: This site delivers up to 750 kW per stall (full Megachargers can hit 1.2 MW). At peak power, the Tesla Semi can recover up to ~60% of its ~500-mile range — that’s roughly 300+ miles of range in about 30 minutes during a driver break. Even at 750 kW it’s a huge leap for trucking efficiency. What still shocked me: dozens of traditional diesel semis just sitting there idling for who knows how long, engines running, burning fuel and spewing exhaust right next to the electric future. The Tesla Semi is going to be a total game changer — zero emissions, drastically lower operating costs (no diesel, minimal maintenance), instant torque, and megawatt-class charging that keeps trucks moving with almost no downtime. The transition can’t come fast enough. Dan Priestley Tesla Semi Elon Musk Tesla Tesla Owners Of San Joaquin Valley
11:41

🚛⚡ Just got back from the Tesla Megacharger in Ontario, CA — the first one open to external Semi fleet customers! Walked the whole site, got up close with those massive liquid-cooled cables and heavy-duty stalls, and explored the entire setup. The engineering is seriously impressive. Charging specs here: This site delivers up to 750 kW per stall (full Megachargers can hit 1.2 MW). At peak power, the Tesla Semi can recover up to ~60% of its ~500-mile range — that’s roughly 300+ miles of range in about 30 minutes during a driver break. Even at 750 kW it’s a huge leap for trucking efficiency. What still shocked me: dozens of traditional diesel semis just sitting there idling for who knows how long, engines running, burning fuel and spewing exhaust right next to the electric future. The Tesla Semi is going to be a total game changer — zero emissions, drastically lower operating costs (no diesel, minimal maintenance), instant torque, and megawatt-class charging that keeps trucks moving with almost no downtime. The transition can’t come fast enough. Dan Priestley Tesla Semi Elon Musk Tesla Tesla Owners Of San Joaquin Valley

Tesla Owners Silicon Valley

60,592 просмотров • 4 месяцев назад

NEWS: Tesla launches "Semi Charging for Business" program with new Basecharger and Megacharger options. Businesses can now buy and install dedicated Tesla Semi chargers, with two options designed for different use cases: Basecharger - Built for overnight charging and longer dwell times • 125 kW charging speed • Adds up to 60% range in 4 hours • 180-1000 VDC voltage range • 6 meter cable for layout flexibility • Continuous output: 150 A • Size: 340 x 1200 x 2000 mm, 100 kg • Fully integrated design eliminates need for separate AC-to-DC cabinet • Up to 3 Basechargers can be daisy-chained on a single breaker • ~$40,000 for two units with services • Supports MCS 3.2, ISO15118-2, OCPI capable Megacharger - Built for fast top-ups and quick stops • 1.2 MW max output (shared by 2 posts) • 60% range top-up in 30 minutes • 0-1000 VDC voltage range • Up to 100m cabinet-to-post cable distance • >96% efficiency • ~$188,000 for a basic setup Tesla provides over-the-air updates, monitoring and 97% uptime. Deliveries begin early 2027 as Semi production ramps up in Nevada. This unlocks a major shift for trucking, letting depots transition to electric without major utility upgrades.
0:23

NEWS: Tesla launches "Semi Charging for Business" program with new Basecharger and Megacharger options. Businesses can now buy and install dedicated Tesla Semi chargers, with two options designed for different use cases: Basecharger - Built for overnight charging and longer dwell times • 125 kW charging speed • Adds up to 60% range in 4 hours • 180-1000 VDC voltage range • 6 meter cable for layout flexibility • Continuous output: 150 A • Size: 340 x 1200 x 2000 mm, 100 kg • Fully integrated design eliminates need for separate AC-to-DC cabinet • Up to 3 Basechargers can be daisy-chained on a single breaker • ~$40,000 for two units with services • Supports MCS 3.2, ISO15118-2, OCPI capable Megacharger - Built for fast top-ups and quick stops • 1.2 MW max output (shared by 2 posts) • 60% range top-up in 30 minutes • 0-1000 VDC voltage range • Up to 100m cabinet-to-post cable distance • >96% efficiency • ~$188,000 for a basic setup Tesla provides over-the-air updates, monitoring and 97% uptime. Deliveries begin early 2027 as Semi production ramps up in Nevada. This unlocks a major shift for trucking, letting depots transition to electric without major utility upgrades.

Muskonomy

33,077 просмотров • 3 месяцев назад

🇺🇸 The Tesla Semi is finally hitting the road in 2026 and it’s no joke. - Up to 500-mile range (Long Range version) at full 82,000 lb load - 3 independent motors pumping out 800 kW of power - Can add up to 300 miles in just 30 minutes with 1.2 MW Megacharging - Crazy efficient at ~1.7 kWh per mile (way cheaper than diesel) - Battery reportedly built for up to 1 million miles Jay Leno already called it “the end of diesel.” He might be right. Source: Current
1:11

🇺🇸 The Tesla Semi is finally hitting the road in 2026 and it’s no joke. - Up to 500-mile range (Long Range version) at full 82,000 lb load - 3 independent motors pumping out 800 kW of power - Can add up to 300 miles in just 30 minutes with 1.2 MW Megacharging - Crazy efficient at ~1.7 kWh per mile (way cheaper than diesel) - Battery reportedly built for up to 1 million miles Jay Leno already called it “the end of diesel.” He might be right. Source: Current

Mario Nawfal

59,818 просмотров • 4 месяцев назад

Woah… the Tesla Semi is no joke. Tesla has engineered what might be the best Class 8 truck in the world. Straight from Jay Leno’s Garage review of the production model, here are the key stats: • 500-mile Long Range and 325-mile Standard Range options — both tested fully loaded at max payload (82,000 lbs gross combination weight) • 1.2 MW Megacharging recovers ~300 miles (~60% of the battery) in just 30 minutes — perfect timing for mandatory driver breaks • Aerodynamic drag coefficient of ~0.4 (7% improvement), thanks to the bullet-shaped cab and center-driver seating • Million-mile durable battery using the same advanced cells as the Cybertruck • Operating costs up to 50% lower than diesel in California and nearly 20% cheaper per mile nationwide — energy, maintenance, no oil changes • Jay Leno hauling 60-70k lbs GVW: “I don’t even feel like I’m pulling anything…” • Real-world fleet: over 13.5 million miles logged, with one truck approaching 440,000 miles at 95% uptime • ~1,000 lbs lighter overall + 2,000 lb EV weight exemption = true payload parity with diesel trucks • Insanely strong regenerative braking — descends steep grades at highway speed with almost zero service brake use • Proven in Alaska winters with efficient heat pump and minimal range loss • Turning radius like a Model 3/Y despite being a full-size Class 8 truck • New dedicated Semi factory near Giga Nevada is ramping high-volume production this year (tens of thousands annually) with strong fleet demand already locked in If I were running a logistics business, the Tesla Semi would be a no-brainer. Lower total cost of ownership, superior performance, zero tailpipe emissions, and a clear path to autonomy. Diesel’s days are numbered. 🚛⚡ Dan Priestley Tesla Semi Elon Musk
0:44

Woah… the Tesla Semi is no joke. Tesla has engineered what might be the best Class 8 truck in the world. Straight from Jay Leno’s Garage review of the production model, here are the key stats: • 500-mile Long Range and 325-mile Standard Range options — both tested fully loaded at max payload (82,000 lbs gross combination weight) • 1.2 MW Megacharging recovers ~300 miles (~60% of the battery) in just 30 minutes — perfect timing for mandatory driver breaks • Aerodynamic drag coefficient of ~0.4 (7% improvement), thanks to the bullet-shaped cab and center-driver seating • Million-mile durable battery using the same advanced cells as the Cybertruck • Operating costs up to 50% lower than diesel in California and nearly 20% cheaper per mile nationwide — energy, maintenance, no oil changes • Jay Leno hauling 60-70k lbs GVW: “I don’t even feel like I’m pulling anything…” • Real-world fleet: over 13.5 million miles logged, with one truck approaching 440,000 miles at 95% uptime • ~1,000 lbs lighter overall + 2,000 lb EV weight exemption = true payload parity with diesel trucks • Insanely strong regenerative braking — descends steep grades at highway speed with almost zero service brake use • Proven in Alaska winters with efficient heat pump and minimal range loss • Turning radius like a Model 3/Y despite being a full-size Class 8 truck • New dedicated Semi factory near Giga Nevada is ramping high-volume production this year (tens of thousands annually) with strong fleet demand already locked in If I were running a logistics business, the Tesla Semi would be a no-brainer. Lower total cost of ownership, superior performance, zero tailpipe emissions, and a clear path to autonomy. Diesel’s days are numbered. 🚛⚡ Dan Priestley Tesla Semi Elon Musk

Tesla Owners Silicon Valley

17,807 просмотров • 5 месяцев назад

FULL WALKAROUND: Tesla Model YL Launch Series The 6-Seater Family Hauler We’ve Been Waiting For!Just got hands-on with the brand-new Tesla Model Y L Launch Series and it’s a game-changer. Longer wheelbase, proper third row, captain’s chairs, and serious range – this is Tesla finally giving families a real three-row EV without the Model X price tag. Key Specs You Need to Know (triple-checked): 6 seats in a true 2+2+2 layout (captain’s chairs in the second row) 325 miles EPA estimated range (19" wheels) / ~320 miles with 20s 0-60 mph in 4.4 seconds (Dual Motor AWD) 89 cubic feet of total cargo space ~7 inches longer overall + ~6-inch longer wheelbase for real third-row legroom & headroom Peak Supercharging ~250 kW – add up to 164 miles in 15 minutes Launch Series exclusive perks: 1 year of Full Self-Driving (Supervised), 1 year of Supercharging, 1 year of Premium Connectivity, free paint/interior/wheels choice, special badging, premium mats, and more In this full walkaround I cover exterior design, the stretched proportions, interior space (especially that usable third row), the premium materials, screens, audio, seating comfort, cargo flexibility, and all the little Launch Series details that make it special. Is this the Model X replacement for most families? After walking every inch… yeah, IT IS. Drop a like if you’re ordering one or already have it on the way!
24:34

FULL WALKAROUND: Tesla Model YL Launch Series The 6-Seater Family Hauler We’ve Been Waiting For!Just got hands-on with the brand-new Tesla Model Y L Launch Series and it’s a game-changer. Longer wheelbase, proper third row, captain’s chairs, and serious range – this is Tesla finally giving families a real three-row EV without the Model X price tag. Key Specs You Need to Know (triple-checked): 6 seats in a true 2+2+2 layout (captain’s chairs in the second row) 325 miles EPA estimated range (19" wheels) / ~320 miles with 20s 0-60 mph in 4.4 seconds (Dual Motor AWD) 89 cubic feet of total cargo space ~7 inches longer overall + ~6-inch longer wheelbase for real third-row legroom & headroom Peak Supercharging ~250 kW – add up to 164 miles in 15 minutes Launch Series exclusive perks: 1 year of Full Self-Driving (Supervised), 1 year of Supercharging, 1 year of Premium Connectivity, free paint/interior/wheels choice, special badging, premium mats, and more In this full walkaround I cover exterior design, the stretched proportions, interior space (especially that usable third row), the premium materials, screens, audio, seating comfort, cargo flexibility, and all the little Launch Series details that make it special. Is this the Model X replacement for most families? After walking every inch… yeah, IT IS. Drop a like if you’re ordering one or already have it on the way!

Tesla Owners Silicon Valley

304,046 просмотров • 28 дней назад

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.
0:21

The Cybercab is aiming to produce 2 million units per year. Let this sink in. Today, Tesla produces about ~1.7 million vehicles per year total, across its entire lineup. And now Tesla is preparing to outproduce that with one single vehicle, a fully autonomous one. This is Elon and Tesla going ALL-IN on autonomy. Production is scheduled to start April 2026 at Giga Texas, with volume ramping throughout the year. And as of early 2026, Cybercab prototypes are already being tested around the U.S. The Tesla Cybercab is built from the ground up for unsupervised autonomy. There is no steering wheel and no pedals, just cameras, AI, and Tesla’s custom inference computers. No lidar and radar like other companies, just pure vision and software. Elon put it best on the Q3 2024 earnings call: “It’s not just a revolutionary vehicle design, but a revolution in vehicle manufacturing that is also coming with the Cybercab.” That quote matters a lot bc that means the entire way a vehicle is manufactured is changing with the Cybercab. Tesla is designing what Elon calls “the machine that builds the machine.” The Cybercab uses Tesla’s unboxed manufacturing process, where major sections are built in parallel instead of one long assembly line. There are fewer parts, less steps & cost, and faster scale. That’s how you make 2 million Cybercabs per year possible. FYI, this is not going to be easy though. Elon has been brutally honest about production for many years: • “Prototypes are easy, production is hard.” • “The extreme difficulty of scaling production of new technology is poorly understood. It’s 1000% to 10,000% harder than making a few prototypes.” • “For cars, it’s maybe 100 times harder to design the manufacturing system than the car itself.” He reinforced this again in January 2026 when talking about Cybercab and Optimus on 𝕏: “Initial production is always very slow and follows an S-curve. The speed of the production ramp is inversely proportional to how many new parts and steps there are. For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow - but eventually end up being insanely fast.” This is the key thing most people miss about Tesla manufacturing. Early output will be slow by design. Almost everything is new like the vehicle architecture, factory layout, AI hardware, and manufacturing flow. But once it works and clicks, it begins to scale hard. Tesla already proved they can do this. They survived Model 3 production hell. They turned Model Y into the BEST selling car in the world, of any kind. They ramped Cybertruck, which has over 30,000+ unique parts, to meaningful volume. Elon summed it up perfectly in 2024: “Compared to the insane pain of reaching high volume, positive margin production, prototypes are a piece of cake.” That’s why Tesla makes manufacturing look easy bc they already earned the scars from the last vehicle lineups. The Cybercab is aiming to be: 1/ Under $30,000 price 2/ ~$0.20 per mile operating cost 3/ 200+ mile range 4/ Up to 5x utilization vs personal cars 5/ Designed to run nearly nonstop 24/7 This is what you call manufacturing + AI + autonomy converging at scale. The competitors are still showing prototypes and demos, while Tesla is building new production lines, expanding factories, and actually building the product. I remember when Elon told me in the past that one of Tesla’s key advantage long term was going to be manufacturing technology. I get it now.

Teslaconomics

31,985 просмотров • 7 месяцев назад

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)
0:25

When Elon Musk and Tesla let me, and millions of other owners, add our own cars to the Tesla Robotaxi network via a software update, it’s going to be the greatest wealth CREATION in human history. I get it. For the first time ever, a Tesla will become an $ income producing asset bc your Tesla will be able to drive itself while you’re sleeping, working, or even on vacation. This is NOT a sci-fi idea anymore. Elon has been clear for years. The hardware is already in the cars and the thing that will unlock this is going to be software. Here’s a simple version of how it’s going to work imo: 1/ A software update turns your Tesla into a robotaxi 2/ You opt in with one tap in the Tesla app 3/ Your car gives rides when you’re not using it 4/ Tesla takes a cut, you keep the rest 5/ You can pull your car out anytime, you have full control Think Airbnb, but for cars. Now on the $ generation side, this is where it can get a bit wild. Elon has said a high use robotaxi could generate ~$30,000 per year per car, and even more in busy cities. That means, 1/ A car payment pays for itself 2/ A car can become your own business 3/ And for some people, this can allow them to become financially free Elon even said robotaxi earnings should far exceed monthly car payments... this will completely flip how we think about owning a vehicle. A lot of long time Tesla investors call this the “greatest wealth transfer in history”… Elon corrected that and said something important: “Not transfer of wealth, CREATION of wealth. The pie gets much bigger.” And I believe he’s right. Autonomy makes transportation cheaper, safer, and available 24/7. This saves time, reduces accidents, lowers costs for everyone, and unlocks $ trillions of dollars in new economic value that NEVER existed before. Elon has also said: “The day FSD (w/ this Robotaxi feature) goes to wide release will be one of the biggest asset value increases in history.” That will be the day when cars are viewed as an appreciating asset instead of a depreciating asset! The scale is hard to wrap my head around tbh bc: • There are already millions of Teslas on the road • Even a small % opt-in rate creates massive fleets overnight, Waymo is screwed imo with their peanut sized 2,500 fleet • No new factories are needed • No new drivers needed Just pure AI software. Bro… this moment is going to be REALLY big. This could be the first time in human history where regular people like you and me get access to automation and making $ at scale, instead of only the big players and corporations. And when this switch flips, the way we view a car, specifically a Tesla will never look the same again. (FYI, once Elon and Tesla give me the green light, I plan on buying ~25 Teslas outright and put them into the Robotaxi network to show the world exactly what I mean)

Teslaconomics

58,488 просмотров • 7 месяцев назад

The Cybertruck is the most beautiful vehicle ever designed. To me, everything else on the road doesn’t catch my attention anymore. I’m serious. My eyes naturally only lock onto Cybertrucks now. Every other car just blends into the background. What makes the Cybertruck special is that everything about it exists for a reason. The body is made from ultra-hard stainless steel, the same kind of material used in SpaceX rockets. There is no paint, no rust, incredibly strong, and it reflects the sky and trees like a moving mirror. When the sun hits it just right, it honestly looks like something from the future driving through the present. The design came from Franz, but the vision was pushed hard by Elon. The material itself forced the shape. Stainless steel is super hard, it doesn’t bend easily, so the truck ended up with those sharp, angular lines. Instead of fighting the material, Tesla doubled down on it and honestly, the result looks like a vehicle straight out of a sci-fi movie. And when you see one in person, it hits differently than any photo or video you’ve ever seen. The size, the presence, the way the light reflects off the steel… it always turns heads everywhere I go. People always stop, take photos, and ask me questions. The wild thing is that this also performs like a beast: • Up to 11,000 pounds of towing • Around 320+ miles of range • 0-60 in as quick as ~2.6 seconds on the Cyberbeast • Adaptive suspension that can lift the truck for off-road driving • Four-wheel steering so a truck this big can turn tighter than a Model S. It’s like a truck, a supercar, and a piece of futuristic engineering all packed in one. Then you add Tesla’s Full Self-Driving system on top of it, it’s game over bro. With FSD, the truck handles highways, city streets, turns, traffic lights, and complex navigation using AI trained on billions of miles of real driving data from Tesla’s global fleet. You just press a button, and the car literally takes you from parking lot to parking lot. It’s honestly one of those experiences that’s hard to explain until you feel it for yourself. After a while you start thinking, why would I ever go back to a normal car? And that’s why a lot of owners say the same thing… Once you drive a Cybertruck, every other vehicle suddenly feels… normal.
1:33

The Cybertruck is the most beautiful vehicle ever designed. To me, everything else on the road doesn’t catch my attention anymore. I’m serious. My eyes naturally only lock onto Cybertrucks now. Every other car just blends into the background. What makes the Cybertruck special is that everything about it exists for a reason. The body is made from ultra-hard stainless steel, the same kind of material used in SpaceX rockets. There is no paint, no rust, incredibly strong, and it reflects the sky and trees like a moving mirror. When the sun hits it just right, it honestly looks like something from the future driving through the present. The design came from Franz, but the vision was pushed hard by Elon. The material itself forced the shape. Stainless steel is super hard, it doesn’t bend easily, so the truck ended up with those sharp, angular lines. Instead of fighting the material, Tesla doubled down on it and honestly, the result looks like a vehicle straight out of a sci-fi movie. And when you see one in person, it hits differently than any photo or video you’ve ever seen. The size, the presence, the way the light reflects off the steel… it always turns heads everywhere I go. People always stop, take photos, and ask me questions. The wild thing is that this also performs like a beast: • Up to 11,000 pounds of towing • Around 320+ miles of range • 0-60 in as quick as ~2.6 seconds on the Cyberbeast • Adaptive suspension that can lift the truck for off-road driving • Four-wheel steering so a truck this big can turn tighter than a Model S. It’s like a truck, a supercar, and a piece of futuristic engineering all packed in one. Then you add Tesla’s Full Self-Driving system on top of it, it’s game over bro. With FSD, the truck handles highways, city streets, turns, traffic lights, and complex navigation using AI trained on billions of miles of real driving data from Tesla’s global fleet. You just press a button, and the car literally takes you from parking lot to parking lot. It’s honestly one of those experiences that’s hard to explain until you feel it for yourself. After a while you start thinking, why would I ever go back to a normal car? And that’s why a lot of owners say the same thing… Once you drive a Cybertruck, every other vehicle suddenly feels… normal.

Teslaconomics

20,380 просмотров • 5 месяцев назад

Huge news - proper electric vehicles are about to get to Polo Vivo prices - less than R350,000. This is the BYD Dolphin Mini - which will be sold as the Atto 1 in South Africa - and based on what I’ve been told here in Zhengzhou and can calculate, this car is will be SA’s cheapest EV by some margin and will officially go on sale in September of this year. In this post I’m going to dive into charging time and what it will cost to charge, we’ll take a look at the interior and I’ll report on our exclusive first drive for The Cars.co.za Team and SA media, as well as give you my opinion on the effect this car is going to have on the new and used car markets in our country. For scale, it is about the same size as the Mini Cooper but feels much more spacious interior. Most impressive for a budget EV, it’s fast-charging capabilities mean you can charge the smaller-battery version from 20-80% in 16 minutes at a mall or petrol station, or 2 hours and 34 minutes at home. Battery sizes and range: More affordable variant: - Battery size: 30kWh - Claimed range 220km High spec variant - Battery size: 42kWh - Claimed range 310km Keep in mind that real world range is reduced by a variety of factors such as average speed (highway cruising in particular), average temperature (cold is more problematic than heat), amount of regeneration per journey and driving style. The Atto 1 features a single motor which offers between 65kW and 115kW in the highest spec, providing acceleration of 0-100 in 9 to 11 seconds, all of which on my quick test drive around the facility felt adequate for SA roads, especially when I put my foot flat to simulate overtaking. The interior felt a little plasticky in places but overall was far, far more advanced and luxurious than any car you’ll find at this price point in South Africa. BYD South Africa published an official press release today but I’m in China with BYD at the moment and the South African press contingent were given an exclusive first look and first drive after our full-on day as the first journalists in the world to experience the new BYD International Circuit facility, which I suppose you could now call the spiritual home of BYD Global’s flagship YangWang sub-brand. In summary, in my opinion this could be a turning point for EVs in South Africa. EV day-to-day running costs, especially if you charge at home, are generally much lower than traditional running a normal car, and EVs require far less maintenance and repairs. What I’m particularly excited about is the potential of a car like the Atto 1 to transform the used car market; the battery warranty of 8 years and expected useful life of 12-15 years, and those low maintenance and repair costs, all coupled with depreciation means in 3-5 years we’ll all probably be able to buy a good used Atto 1 or similar EV for around R200,000 or less depending on age and mileage. Now that’s exciting for me! Stay tuned to all the The Cars.co.za Team platforms for more info on this really exciting development on the South African motoring landscape🇿🇦🏁
1:06

Huge news - proper electric vehicles are about to get to Polo Vivo prices - less than R350,000. This is the BYD Dolphin Mini - which will be sold as the Atto 1 in South Africa - and based on what I’ve been told here in Zhengzhou and can calculate, this car is will be SA’s cheapest EV by some margin and will officially go on sale in September of this year. In this post I’m going to dive into charging time and what it will cost to charge, we’ll take a look at the interior and I’ll report on our exclusive first drive for The Cars.co.za Team and SA media, as well as give you my opinion on the effect this car is going to have on the new and used car markets in our country. For scale, it is about the same size as the Mini Cooper but feels much more spacious interior. Most impressive for a budget EV, it’s fast-charging capabilities mean you can charge the smaller-battery version from 20-80% in 16 minutes at a mall or petrol station, or 2 hours and 34 minutes at home. Battery sizes and range: More affordable variant: - Battery size: 30kWh - Claimed range 220km High spec variant - Battery size: 42kWh - Claimed range 310km Keep in mind that real world range is reduced by a variety of factors such as average speed (highway cruising in particular), average temperature (cold is more problematic than heat), amount of regeneration per journey and driving style. The Atto 1 features a single motor which offers between 65kW and 115kW in the highest spec, providing acceleration of 0-100 in 9 to 11 seconds, all of which on my quick test drive around the facility felt adequate for SA roads, especially when I put my foot flat to simulate overtaking. The interior felt a little plasticky in places but overall was far, far more advanced and luxurious than any car you’ll find at this price point in South Africa. BYD South Africa published an official press release today but I’m in China with BYD at the moment and the South African press contingent were given an exclusive first look and first drive after our full-on day as the first journalists in the world to experience the new BYD International Circuit facility, which I suppose you could now call the spiritual home of BYD Global’s flagship YangWang sub-brand. In summary, in my opinion this could be a turning point for EVs in South Africa. EV day-to-day running costs, especially if you charge at home, are generally much lower than traditional running a normal car, and EVs require far less maintenance and repairs. What I’m particularly excited about is the potential of a car like the Atto 1 to transform the used car market; the battery warranty of 8 years and expected useful life of 12-15 years, and those low maintenance and repair costs, all coupled with depreciation means in 3-5 years we’ll all probably be able to buy a good used Atto 1 or similar EV for around R200,000 or less depending on age and mileage. Now that’s exciting for me! Stay tuned to all the The Cars.co.za Team platforms for more info on this really exciting development on the South African motoring landscape🇿🇦🏁

Ciro De Siena

22,982 просмотров • 1 год назад

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.
1:30

The hype train just hit reality. For the first time ever, you can buy shares in a walking, working humanoid robot company. On June 24, 2026, Agility Robotics announced a definitive merger agreement with special purpose acquisition company $CCXI (Churchill Capital Corp XI). The deal will take the company public on the Nasdaq under the ticker $AGLT. The transaction is expected to close in the second half of 2026, subject to SEC and shareholder approvals. This marks the historic first debut of a pure-play humanoid robotics company on the U.S. stock market. Stripped of the usual AI marketing noise, here is a cold, financial and technological breakdown of the industry's first true public market test: 1. Deal Structure & Redemption Risks > Pre-money Equity Value: $2.5 billion. > Capital Infusion: Total gross proceeds of over $620 million ($420 million from $CCXI’s trust account + $200 million via a private placement (PIPE) priced at $10.00 per share). > Key Players: The PIPE round is anchored by manufacturing titan #Foxconn. Existing strategic backers, including #Amazon, #SoftBank (Vision Fund 2), and #GXO Logistics, are rolling 100% of their equity into the combined company and are bound by a 180-day lock-up agreement. > Financial Safeguard: The deal includes a minimum cash condition of $200 million. This structural floor protects the company against high redemption rates from SPAC shareholders = a historical pain point for late-stage tech mergers. At the current burn rate, this capital injection secures a stable operational runway of 24 to 30 months. 2. Unit Economics & Technical Guardrails While competitors rely heavily on edited video demonstrations, Agility is anchoring its valuation on verified operational metrics from its signature bipedal robot, Digit: > Commercial Traction: Over 65,000 hours of real-world commercial work logged across customer deployments (including facilities owned by $AMZN Amazon, $GXO GXO Logistics, $TM Toyota, and $SHA0.DE Schaeffler). > Narrow Specialization: It is crucial to temper expectations - the upcoming Digit v5 is not a general-purpose artificial agent. It is a highly specialized logistics asset built for repetitive tote-flipping and tote-handling. It operates within predefined industrial workflows alongside human workers without safety cages. > RaaS (Robotics-as-a-Service) Model: Current commercial leasing rates for these bipedal units hover around $30 per hour. > The Cost-to-Scale Target: The current total operating cost (including maintenance, high-wear harmonic drive components, and battery cell depreciation) sits at roughly $10–$12 per hour. Proceeds from the IPO will fund the mass scaling of their "Robofab" facility in Oregon, aiming to drive this operational cost down to a target of $2–$3 per hour. > Sales Pipeline: The company claims a backlog of multi-year commercial contracts and commitments valued at over $300 million, primarily tied to the deployment of the Digit v5 platform. 3. The Wall Street Outlook CEO Peggy Johnson is leveraging the accelerated timeline of a SPAC merger to secure a capital and manufacturing lead over well-funded, private, or conglomerate-backed competition like #Tesla (Optimus) and #FigureAI. However, public markets are notoriously unforgiving. The company is in its pre-earnings infancy and operates with a steep net loss. Institutional investors will disregard traditional P/E ratios; instead, the stock will be priced on a forward-looking P/S (Price-to-Sales) multiple tied to hardware delivery milestones and net burn rate. Given the inherent volatility of the SPAC structure, significant stock fluctuations are expected post-merger. Wall Street has officially established its first direct barometer for the commercial viability of Physical AI. What’s your take on the $AGLT debut? Is entering the public markets through a SPAC the right fuel to outrun the competition, or is it too early for retail investors to handle this level of hardware volatility? 🎁Bonus for those who made it to the end: $AGLT 3D LiDAR sensors supplied by $OUST. Drop your thoughts below and let's discuss.

Finn Stockinger

14,639 просмотров • 2 месяцев назад

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output
33:55

I've never heard Elon Musk be so bullish on Tesla ⚡️ here's my video analysis of the $TSLA Q4 2024 earnings call: -Robotaxi launch in Austin, June 2025 -California & other states launch robotaxi late 2025 -Cybercab in 2026 -Optimus V1 in 2025, 1K/month production line -Optimus V2 in 2026, 10K/month production line -2026 good year for Tesla, 2027/28 insanely good & more!! Timestamps- 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant also here are my notes I typed during the conference call if you're interested! (may be errors) Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them SAY QUESTIONS -FSD Unsupervised launched in California this year as well -most likely release it in many regions of the US by the end of this year -40K people day everyday no mention, some scrapes a shin with autonomous car its headlines news -need to use insane amounts of caution -discussions about licensing FSD? Yes -best way to know to work with us, bbuy a car and take it apart -only worth very high volume cars/production partners -tesla engineering very focused on getting it to roll out for tesla first -soon will be obvious that if you don’t have FSD you’re dead as an OEM -is Optimus design locked? -Optimus is not design locked, constantly iterating, best robotics engineers in the world, and other ingredients, battery pack, charging, great electronics, great communications, great connectivity, real world AI, then you need to scale that production to real world levels -prototypes are easy production is hard -thijs year close loop with using optimus internally at tesla, would could obviously use a few thousand robots for the most boring annoying tasks at the company -with production version 2, launches sometime next year, would like beginning, might be middle though, -production line will be doing 10K units per month capacity for v2, first line designing is for roughly 1,000 units per month, then next line will be for 100,000 units per month -could start delivering them late next year, will go so fast, will ramp like crazy, demand will not be a problem, even at a high price, once were above 1M units per year, production costs of optimus will be less than $20,000 -if you compare complexity of optimus to complexity of a car, its much less than a car -price of optimus will be set buy market demand -Semi ramping next year, TCO no brainer, like optimus, will be massive demand, will meaningfully contribute to tesla’s revenue at scale -tesla semi with autonomy, is incredibly valuable -we actually have a shortage of truck drivers here in the US -will HW3 owners need a hardware update, got 12.6 which is like a baby v13, have’t given up on it, releases will trail HW4 releases … “honest answer” is were going to have to upgrade for those who have bought full self driving, will be painful and difficult and we’ll get it done “Happy not many people bought FSD” -solar roof, given up on ramping it? -lots of customer interest despite premium, making easier to install, focused on growth through certified installers, many been installing for many years -supply product to the roofing industry -it’s a premium product like S/X -combined with Tesla powerwall you can be self sufficient for several days ANALYST QUETIONS -robotaxis in Austin and several other cities this year, and next year all over america -america innovates, europe regulates, to release FSD in europe, have to go through massive paperwork through netherlands, then presents to EU in may, some big country committee, nothing we can do to make it happen sooner. -can’t do training in china with video training, publicly available videos in china are being run through the tesla system to be used for training, bus lanes are complicated and a big challenge -tesla can keep manufacturing even if geopolitical tensions rise to very high levels -Pierre question on June in Austin, -can i try unsupervised myself, or will it be the Tesla fleet? -it will be the Tesla fleet testing it, that’s the toe in the water, scrutinizing everything -autonomous ride hailing for money in june -probably next year for you to put your car on network -trump removing EV incentives? -all transport will go electric, can’t be stopped, even planes, will be like stopping the steam engine or combustion engine -only thing holding back EVs was range, and thats a solved problem -right now solving battery production, not demand, big battery retooling for model y coming up, short term impact on output

Gali

79,010 просмотров • 1 год назад

If any other auto company shipped what Tesla just put in my Cyberbeast this morning, it would be a MAJOR launch event, like with a stage set up, a 40-minute presentation with people flying in around the world to see how amazing this technology is. Tesla on the other hand just sent it to my truck overnight with an over-the-air software update. I downloaded FSD (Supervised) v14.3.8 this morning and made Grok do all of this while my Cyberbeast drove itself. Watch the video, if you think I’m lying. I had Grok: 1/ add a destination 2/ add a second stop 3/ start FSD (just had to press a button) 4/ turn my AC to 68 5/ turn the seat coolers on medium 6/ then change the seat cooler to high 7/ play a song 8/ change to a different song 9/ open the glovebox (had to enter my pin) 10/ close the glovebox 11/ tell me the weather 12/ play Elon’s song 13/ change my destination to San Francisco mid-drive 14/ pick a Supercharger bc I was almost out of battery ALL with my hands and feet off the steering wheel and pedals… Here’s exactly how it went. I said hey Grok, take me to the Pruneridge Golf Club closest to me, then the Starbucks near there. It set both. I started FSD with a press of a button. Then I just kept talking to it. It was kind of hot in my Cybertruck, so I asked Grok to set the temperature to 68 and cool. Done. Then I said put the seat coolers on medium… it turned it on. Then I said change the seat coolers to high… it bumped it up. I said to play a song from Future… it put a song on Spotify that wasn’t what I was looking for. So I changed it. I said to play a song from Lil Baby. That was the one. Then I asked Grok to open my glovebox. It wouldn’t do it until I put my PIN in on the screen, which I actually respect for safety. I typed in my PIN… it opened it. Then I said close the glovebox… it closed. I asked what the weather was… it said it was sunny in Santa Clara, high 85, low 64. Then I said play Don’t Doubt ur Vibe, I think that’s Elon… it pulled up Don’t Doubt ur Vibe by Elon “EDM” Musk on Spotify. Halfway there I changed my mind on where I wanted to go. I said actually take me to San Francisco first and that I might have to stop at a Supercharger bc I’m almost out of battery. Grok looked at my truck sitting at 14% battery life with 38 miles of range. And knowing San Francisco is 39 miles away it found a Tesla supercharger for me to charge along the way. I said thanks Grok. A Tesla is starting to feel like an AI on wheels that can drive, listen, understand what I want, control the cabin, change my plans, and solve problems for me in real time… almost like another person is there with me, except that intelligence is embodied in the car itself. And the wildest part is I didn’t buy anything new! I went to sleep with one Cyberbeast and woke up with a more capable one. That’s why I think people still underestimate what happens when Tesla combines FSD, Grok, its vehicles, and over-the-air software into one system. That car sitting in your driveway doesn’t stay the same car. It keeps gaining new abilities. It keeps getting smarter. And often, you literally wake up to a major release that changes what the car can do. Any other automaker would have put this on a stage. Tesla shipped it while I was sleeping. Mind blown…
4:39

If any other auto company shipped what Tesla just put in my Cyberbeast this morning, it would be a MAJOR launch event, like with a stage set up, a 40-minute presentation with people flying in around the world to see how amazing this technology is. Tesla on the other hand just sent it to my truck overnight with an over-the-air software update. I downloaded FSD (Supervised) v14.3.8 this morning and made Grok do all of this while my Cyberbeast drove itself. Watch the video, if you think I’m lying. I had Grok: 1/ add a destination 2/ add a second stop 3/ start FSD (just had to press a button) 4/ turn my AC to 68 5/ turn the seat coolers on medium 6/ then change the seat cooler to high 7/ play a song 8/ change to a different song 9/ open the glovebox (had to enter my pin) 10/ close the glovebox 11/ tell me the weather 12/ play Elon’s song 13/ change my destination to San Francisco mid-drive 14/ pick a Supercharger bc I was almost out of battery ALL with my hands and feet off the steering wheel and pedals… Here’s exactly how it went. I said hey Grok, take me to the Pruneridge Golf Club closest to me, then the Starbucks near there. It set both. I started FSD with a press of a button. Then I just kept talking to it. It was kind of hot in my Cybertruck, so I asked Grok to set the temperature to 68 and cool. Done. Then I said put the seat coolers on medium… it turned it on. Then I said change the seat coolers to high… it bumped it up. I said to play a song from Future… it put a song on Spotify that wasn’t what I was looking for. So I changed it. I said to play a song from Lil Baby. That was the one. Then I asked Grok to open my glovebox. It wouldn’t do it until I put my PIN in on the screen, which I actually respect for safety. I typed in my PIN… it opened it. Then I said close the glovebox… it closed. I asked what the weather was… it said it was sunny in Santa Clara, high 85, low 64. Then I said play Don’t Doubt ur Vibe, I think that’s Elon… it pulled up Don’t Doubt ur Vibe by Elon “EDM” Musk on Spotify. Halfway there I changed my mind on where I wanted to go. I said actually take me to San Francisco first and that I might have to stop at a Supercharger bc I’m almost out of battery. Grok looked at my truck sitting at 14% battery life with 38 miles of range. And knowing San Francisco is 39 miles away it found a Tesla supercharger for me to charge along the way. I said thanks Grok. A Tesla is starting to feel like an AI on wheels that can drive, listen, understand what I want, control the cabin, change my plans, and solve problems for me in real time… almost like another person is there with me, except that intelligence is embodied in the car itself. And the wildest part is I didn’t buy anything new! I went to sleep with one Cyberbeast and woke up with a more capable one. That’s why I think people still underestimate what happens when Tesla combines FSD, Grok, its vehicles, and over-the-air software into one system. That car sitting in your driveway doesn’t stay the same car. It keeps gaining new abilities. It keeps getting smarter. And often, you literally wake up to a major release that changes what the car can do. Any other automaker would have put this on a stage. Tesla shipped it while I was sleeping. Mind blown…

Teslaconomics

93,348 просмотров • 3 дней назад

RUSSIA is dominating the WORLD NUCLEAR ICEBREAKING FLEET ! The NS Ural (Russian: атомный ледокол «Урал») stands as one of Russia's and World's most advanced nuclear-powered icebreakers, embodying the country's determination to dominate Arctic shipping routes. As the third vessel in the Project 22220 (also known as LK-60Ya or Arktika-class) series, Ural represents a new generation of versatile, high-powered icebreakers designed for year-round operations in harsh polar conditions. Operated by FSUE Atomflot under Rosatom, it plays a vital role in escorting cargo along the Northern Sea Route (NSR), supporting Russia's energy exports and strategic Arctic ambitions. Construction of Ural began at the Baltic Shipyard in Saint Petersburg, with the keel laid on July 25, 2016. The ship launched on May 25, 2019, and underwent sea trials in October 2022 before official commissioning on November 22, 2022, during a flag-raising ceremony. Minor delays occurred due to steam turbine issues and a small fire during outfitting, but the vessel entered service swiftly. It is named after the Ural Mountains and registered in Murmansk. As of 2026, Ural operates alongside sisters Arktika, Sibir, and Yakutia, with more vessels like Chukotka under construction. Ural measures approximately 173 meters (568 feet) in length, with a beam of 34 meters and a displacement of up to 33,540 tons at full load. Its innovative dual-draft design allows a minimum draught of 8.6 meters for shallow river mouths and coastal waters, extending to 10.5 meters for deep-sea operations. This versatility enables the icebreaker to navigate both the open Arctic Ocean and Siberian river estuaries like the Ob and Yenisei. The hull features a reinforced ice-class structure capable of breaking through ice up to 2.8–3 meters thick at a continuous speed of about 2 knots, while achieving 22 knots in open water. A crew of around 75 operates the vessel, which has an endurance of several months for provisions. At the heart of Ural's power are two RITM-200 pressurized water reactors, each providing 175 MWt of thermal capacity (delivering about 30 MW to the propellers per reactor). This fourth-generation nuclear propulsion system offers exceptional reliability, with fuel lasting up to seven years between refuelings. The reactors drive three shaft lines with fixed-pitch propellers, granting immense icebreaking capability while minimizing environmental impact compared to older diesel-electric vessels. The design prioritizes efficiency, safety, and reduced emissions, aligning with modern nuclear maritime standards. Since entering service, Ural has actively supported NSR operations. It has escorted large container ships and bulk carriers through icy waters in the East Siberian and Chukchi Seas, and in early 2025, it carved a 170-nautical-mile ice channel in the Kara Sea at an average speed of 6.7 knots. In winter 2025–2026, Russia deployed all eight of its nuclear icebreakers—including Ural—simultaneously for the first time to maintain export routes amid heavy ice, highlighting the vessel's operational importance for LNG and hydrocarbon shipments. Ural strengthens Russia's Arctic strategy by facilitating faster, safer navigation along the NSR, a route that shortens transit times between Europe and Asia. Amid growing international interest in the Arctic, including from China, these icebreakers secure commercial and geopolitical advantages. With Project 22220 expanding to seven vessels, Ural exemplifies Russia's engineering prowess and long-term commitment to polar supremacy. Its combination of raw power, adaptability, and nuclear endurance makes it a cornerstone of the modern Russian icebreaker fleet, ensuring reliable access to the resources and passages of the frozen north.
0:45

RUSSIA is dominating the WORLD NUCLEAR ICEBREAKING FLEET ! The NS Ural (Russian: атомный ледокол «Урал») stands as one of Russia's and World's most advanced nuclear-powered icebreakers, embodying the country's determination to dominate Arctic shipping routes. As the third vessel in the Project 22220 (also known as LK-60Ya or Arktika-class) series, Ural represents a new generation of versatile, high-powered icebreakers designed for year-round operations in harsh polar conditions. Operated by FSUE Atomflot under Rosatom, it plays a vital role in escorting cargo along the Northern Sea Route (NSR), supporting Russia's energy exports and strategic Arctic ambitions. Construction of Ural began at the Baltic Shipyard in Saint Petersburg, with the keel laid on July 25, 2016. The ship launched on May 25, 2019, and underwent sea trials in October 2022 before official commissioning on November 22, 2022, during a flag-raising ceremony. Minor delays occurred due to steam turbine issues and a small fire during outfitting, but the vessel entered service swiftly. It is named after the Ural Mountains and registered in Murmansk. As of 2026, Ural operates alongside sisters Arktika, Sibir, and Yakutia, with more vessels like Chukotka under construction. Ural measures approximately 173 meters (568 feet) in length, with a beam of 34 meters and a displacement of up to 33,540 tons at full load. Its innovative dual-draft design allows a minimum draught of 8.6 meters for shallow river mouths and coastal waters, extending to 10.5 meters for deep-sea operations. This versatility enables the icebreaker to navigate both the open Arctic Ocean and Siberian river estuaries like the Ob and Yenisei. The hull features a reinforced ice-class structure capable of breaking through ice up to 2.8–3 meters thick at a continuous speed of about 2 knots, while achieving 22 knots in open water. A crew of around 75 operates the vessel, which has an endurance of several months for provisions. At the heart of Ural's power are two RITM-200 pressurized water reactors, each providing 175 MWt of thermal capacity (delivering about 30 MW to the propellers per reactor). This fourth-generation nuclear propulsion system offers exceptional reliability, with fuel lasting up to seven years between refuelings. The reactors drive three shaft lines with fixed-pitch propellers, granting immense icebreaking capability while minimizing environmental impact compared to older diesel-electric vessels. The design prioritizes efficiency, safety, and reduced emissions, aligning with modern nuclear maritime standards. Since entering service, Ural has actively supported NSR operations. It has escorted large container ships and bulk carriers through icy waters in the East Siberian and Chukchi Seas, and in early 2025, it carved a 170-nautical-mile ice channel in the Kara Sea at an average speed of 6.7 knots. In winter 2025–2026, Russia deployed all eight of its nuclear icebreakers—including Ural—simultaneously for the first time to maintain export routes amid heavy ice, highlighting the vessel's operational importance for LNG and hydrocarbon shipments. Ural strengthens Russia's Arctic strategy by facilitating faster, safer navigation along the NSR, a route that shortens transit times between Europe and Asia. Amid growing international interest in the Arctic, including from China, these icebreakers secure commercial and geopolitical advantages. With Project 22220 expanding to seven vessels, Ural exemplifies Russia's engineering prowess and long-term commitment to polar supremacy. Its combination of raw power, adaptability, and nuclear endurance makes it a cornerstone of the modern Russian icebreaker fleet, ensuring reliable access to the resources and passages of the frozen north.

🇷🇺 Yuri Podolyaka

39,209 просмотров • 5 месяцев назад

The Outer Banks, North Carolina, feel gloriously endless. Drive south long enough and the land gets strangely thin. Atlantic Ocean on one side. Pamlico Sound on the other. In places, there isn’t much between them besides dunes, marsh grass and Highway 12 running toward the horizon. More than 100 miles of barrier islands stretch along this part of North Carolina, and Cape Hatteras National Seashore protects roughly 70 miles of coastline. The islands themselves are always changing. Wind moves sand. Waves reshape beaches. Storms wash over dunes and sometimes cut new inlets through them. People living here have spent centuries adjusting to a coastline that refuses to stay put. Cape Hatteras Lighthouse is a good example. The black-and-white tower has stood since 1870. By the late 20th century, erosion had brought the Atlantic dangerously close, so in 1999 engineers moved the nearly 200-foot lighthouse about 2,900 feet inland. The move took 23 days. The waters around Cape Hatteras have caused trouble for ships for centuries too. Known as the Graveyard of the Atlantic, this stretch of coast is filled with shoals, strong currents and rough weather. More than 1,000 vessels are estimated to have been lost near Cape Hatteras alone. Lighthouses went up along the coast, followed by Life-Saving Service stations where crews watched for ships in trouble and headed into the surf when they spotted one. A different kind of history happened farther north. In 1900, Wilbur and Orville Wright arrived looking for a place to experiment with flight. The steady wind, open sand and isolation around Kitty Hawk and Kill Devil Hills made the area a good fit. On December 17, 1903, their first powered flight lasted 12 seconds. Three more followed that day. The open ground around Wright Brothers National Memorial is worth paying attention to. The wind and empty space were a big part of why the brothers chose this place. Farther south is Jockey’s Ridge, the tallest natural sand dune system on the East Coast. Highway 12 continues through Rodanthe, Waves, Salvo, Avon and Buxton, with long stretches where the houses disappear and the dunes take over again. Eventually you reach Hatteras, where the road stops at the water. From there, the ferry carries you to Ocracoke. Ocracoke is also where Blackbeard was killed in 1718 after a fight with Royal Navy forces near the island. Today it’s much quieter. There’s a small village, miles of beach and no highway bringing you straight onto the island. You have to cross water to get there. That slower pace is part of the Outer Banks. You pass through a village, the houses thin out, and before long you’re driving with dunes on either side and barely anything ahead. The coastline has wrecked ships, moved beaches and forced people to relocate a lighthouse. The same steady winds also helped the Wright brothers get an airplane off the ground. Cape Hatteras became the country’s first national seashore in 1953, helping preserve a huge stretch of these islands from continuous development. You notice that from the road. The Wright Brothers site, Jockey’s Ridge, Cape Hatteras Lighthouse and Ocracoke are all worth stopping for, but I’d leave just as much time for the drive between them. That’s the part I’d remember most: long stretches of Highway 12 with dunes on both sides and hardly anything ahead. I write about places like this in my newsletter....the history and little details that give you another reason to go. If that sounds like your kind of travel, subscribe.
1:20

The Outer Banks, North Carolina, feel gloriously endless. Drive south long enough and the land gets strangely thin. Atlantic Ocean on one side. Pamlico Sound on the other. In places, there isn’t much between them besides dunes, marsh grass and Highway 12 running toward the horizon. More than 100 miles of barrier islands stretch along this part of North Carolina, and Cape Hatteras National Seashore protects roughly 70 miles of coastline. The islands themselves are always changing. Wind moves sand. Waves reshape beaches. Storms wash over dunes and sometimes cut new inlets through them. People living here have spent centuries adjusting to a coastline that refuses to stay put. Cape Hatteras Lighthouse is a good example. The black-and-white tower has stood since 1870. By the late 20th century, erosion had brought the Atlantic dangerously close, so in 1999 engineers moved the nearly 200-foot lighthouse about 2,900 feet inland. The move took 23 days. The waters around Cape Hatteras have caused trouble for ships for centuries too. Known as the Graveyard of the Atlantic, this stretch of coast is filled with shoals, strong currents and rough weather. More than 1,000 vessels are estimated to have been lost near Cape Hatteras alone. Lighthouses went up along the coast, followed by Life-Saving Service stations where crews watched for ships in trouble and headed into the surf when they spotted one. A different kind of history happened farther north. In 1900, Wilbur and Orville Wright arrived looking for a place to experiment with flight. The steady wind, open sand and isolation around Kitty Hawk and Kill Devil Hills made the area a good fit. On December 17, 1903, their first powered flight lasted 12 seconds. Three more followed that day. The open ground around Wright Brothers National Memorial is worth paying attention to. The wind and empty space were a big part of why the brothers chose this place. Farther south is Jockey’s Ridge, the tallest natural sand dune system on the East Coast. Highway 12 continues through Rodanthe, Waves, Salvo, Avon and Buxton, with long stretches where the houses disappear and the dunes take over again. Eventually you reach Hatteras, where the road stops at the water. From there, the ferry carries you to Ocracoke. Ocracoke is also where Blackbeard was killed in 1718 after a fight with Royal Navy forces near the island. Today it’s much quieter. There’s a small village, miles of beach and no highway bringing you straight onto the island. You have to cross water to get there. That slower pace is part of the Outer Banks. You pass through a village, the houses thin out, and before long you’re driving with dunes on either side and barely anything ahead. The coastline has wrecked ships, moved beaches and forced people to relocate a lighthouse. The same steady winds also helped the Wright brothers get an airplane off the ground. Cape Hatteras became the country’s first national seashore in 1953, helping preserve a huge stretch of these islands from continuous development. You notice that from the road. The Wright Brothers site, Jockey’s Ridge, Cape Hatteras Lighthouse and Ocracoke are all worth stopping for, but I’d leave just as much time for the drive between them. That’s the part I’d remember most: long stretches of Highway 12 with dunes on both sides and hardly anything ahead. I write about places like this in my newsletter....the history and little details that give you another reason to go. If that sounds like your kind of travel, subscribe.

The Timeless Traveler 🇺🇸

45,020 просмотров • 14 дней назад

A Friday afternoon autonomous car experience. Tesla fan Ghenadie Mardari, who is a qualitative physicist, wanted to try the Tesla Robotaxi service, which is really a ride-sharing service. Both drivers we had said they aren’t allowed to talk with us. Very different than my rides on Friday. Some feedback for the team before turning it on for public. The app needs far more flexibility to choose drives. Here are some requests to make the service far better, particularly when it gets to the place where humans aren’t needed to watch it. Here are several wishes: 1. Take scenic route only. It chooses the fastest route, which usually is preferred but in an autonomous car why not give us choice? 2. Find me a bathroom on my route. Especially important on longer drives (the one we are on right now is 45 minutes). 3. Visit the historical landmark up ahead. 4. Add a food stop. If the rider is headed somewhere they should be able to add a stop to pick up some food. Go through a drive through at an In-N-Out, etc. 5. Add a grocery store, or other business, stop. Similar to last one, but here the rider would need to exit the car, go into a store, pick something up, and have the car wait for them until they returned. 6. Spontaneous stop. Keys say you see an ice cream shop on your ride. You should be able to say “take me there and wait.” 7. When playing music on Apple Music I couldn’t shuffle my playlist. 8. Grok isn’t yet integrated. Should be able to have a constant conversation with Grok to do all this and much more. One thing I have learned in my four rides is that the new Model Y is nicer than any other car I have been in and is way better than our 2024 Model Y (two major things are the suspension is way better and it is noticeably quieter). Oh and on none of my rides has the human taken over, the AI driving is getting very good. Really this is a way for Elon Musk to put more Tesla employees on the road to collect more data and defray the costs of doing so. We paid about $90 to drive 1.5 hours. Both of us thought that was funny. That we took a long drive we didn’t need to take (I took him from his hotel in San Leandro to the Tesla factory in Fremont and back). Enjoyable Friday afternoon. I can’t remember ever talking to a guy who studies philosophy and physics together and learned a lot. Have a great weekend!
4:45

A Friday afternoon autonomous car experience. Tesla fan Ghenadie Mardari, who is a qualitative physicist, wanted to try the Tesla Robotaxi service, which is really a ride-sharing service. Both drivers we had said they aren’t allowed to talk with us. Very different than my rides on Friday. Some feedback for the team before turning it on for public. The app needs far more flexibility to choose drives. Here are some requests to make the service far better, particularly when it gets to the place where humans aren’t needed to watch it. Here are several wishes: 1. Take scenic route only. It chooses the fastest route, which usually is preferred but in an autonomous car why not give us choice? 2. Find me a bathroom on my route. Especially important on longer drives (the one we are on right now is 45 minutes). 3. Visit the historical landmark up ahead. 4. Add a food stop. If the rider is headed somewhere they should be able to add a stop to pick up some food. Go through a drive through at an In-N-Out, etc. 5. Add a grocery store, or other business, stop. Similar to last one, but here the rider would need to exit the car, go into a store, pick something up, and have the car wait for them until they returned. 6. Spontaneous stop. Keys say you see an ice cream shop on your ride. You should be able to say “take me there and wait.” 7. When playing music on Apple Music I couldn’t shuffle my playlist. 8. Grok isn’t yet integrated. Should be able to have a constant conversation with Grok to do all this and much more. One thing I have learned in my four rides is that the new Model Y is nicer than any other car I have been in and is way better than our 2024 Model Y (two major things are the suspension is way better and it is noticeably quieter). Oh and on none of my rides has the human taken over, the AI driving is getting very good. Really this is a way for Elon Musk to put more Tesla employees on the road to collect more data and defray the costs of doing so. We paid about $90 to drive 1.5 hours. Both of us thought that was funny. That we took a long drive we didn’t need to take (I took him from his hotel in San Leandro to the Tesla factory in Fremont and back). Enjoyable Friday afternoon. I can’t remember ever talking to a guy who studies philosophy and physics together and learned a lot. Have a great weekend!

Robert Scoble

39,834 просмотров • 1 год назад

Behind The Scenes In The Vegas Loop: Inside Elon Musk's The Boring Company Bold Bet On Urban Mobility Hey everyone. Tesla Owners Silicon Valley (Tesla Owners Silicon Valley) here. I recently had the chance to go behind the scenes with Steve Davis, President of The Boring Company, for a deep dive into the Vegas Loop in Las Vegas. This wasn’t a quick photo op. It was a full 47-minute immersion: riding through the LED-lit tunnels in a Tesla, visiting active construction sites with Prufrock boring machines, and hearing directly from Steve about what’s working today, and what’s coming next. I’m posting the full long-form video alongside this recap so you can experience it firsthand. But here’s the readable, “what actually matters” story from the tour. From “Traffic Is Soul-Crushing” To A Working Underground Network The Boring Company was founded in 2016, born of a familiar frustration: gridlocked cities that can’t build fast enough, cheap enough, or with minimal disruption. The premise is simple but ambitious: reinvent tunneling to make it practical infrastructure, not a decade-long mega-project. Las Vegas is where that idea is being tested at real scale. Instead of waiting for buses, shuttles, or rail schedules, the Vegas Loop aims to provide point-to-point trips in Teslas, fast, quiet, and emissions-free, connecting major destinations without the chaos of the Strip above. And after seeing it up close, what stands out most is how operational it already is. This isn’t a render. It’s a functioning system handling real demand, in real conditions, with real riders. What It Feels Like: Fast, Weirdly Fun, And Surprisingly Smooth The “Loop experience” is part transit, part sci-fi. The tunnels are lined with shifting LEDs—purples, greens, yellows—that make the ride feel more like entering a venue than commuting. Trips are short and direct. One example Steve shared: LVCC to Encore in about 85 seconds. But the biggest “wait, that just happened” moment on the tour was Full Self-Driving. FSD Underground (And Onto Surface Streets) We rode in a Model Y running Full Self-Driving (Supervised), which navigated the tunnels smoothly and then transitioned back to surface streets without intervention. Steve’s point wasn’t that autonomy is a cool demo; it’s that autonomy is a force multiplier for throughput, consistency, and future scale. Steve Davis: “Full Self-Driving Supervised is live commercially between LVCC and Encore, watch this: zero interventions as it navigates the tunnels and pops out onto surface streets seamlessly.” Right now, they still operate with safety drivers, but the trajectory is clear: as autonomy matures, the system can move more people with tighter headways and less variability than human-driven operations. The Numbers: “Spiky Demand” Is Where This System Wants To Win Vegas isn’t a steady-demand commuter city. It’s a burst-demand city: conventions, games, concerts, and tourist surges. Steve emphasized that this is exactly where the Loop model shines, because you can scale vehicles dynamically without rebuilding an entire transit line. During CES 2026, the Loop moved 90,000+ passengers, peaking at 6,600+ riders per hour, including 22,000+ trips to/from Resorts World, Encore, and Westgate. That’s on top of 3.5M+ total passengers since 2021. Steve Davis: “We’ve hit over 3 million passengers since 2021, and during CES 2026 alone, we shuttled more than 90,000 people, peaking at 6,600 passengers per hour without a hitch.” And beyond the numbers, there’s a secondary effect people don’t always talk about: for many riders, this is their first time in a Tesla, and it’s an unusually positive first impression. The Airport Connection: A Phased Plan With A Very Clear Endgame Connecting the system to Harry Reid International Airport is the crown jewel, and they’re doing it in phases to deliver value quickly while they work through the harder parts. Phase 1 (Live Now) Limited airport rides are already operating via a mix of tunnels and surface streets from existing stations, including Resorts World, Encore, Westgate, and LVCC. They’re doing roughly 50 test rides per day, and Steve noted 100 of ~130 vehicles are already “airport-ready” with transponders. Phase 2 (Next Couple Months) This is where things get meaningfully faster: a 2.2-mile dual tunnel from Westgate to 4744 Paradise Road, eliminating about two miles of surface traffic and stoplights. New stations are planned at Virgin Hotels, The Boring Company’s apartment complex, the former Gordon Biersch site, and Firefly. Fleet expands to 160 vehicles. Steve Davis: “Phase 2 kicks in soon: a 2.2-mile tunnel to Paradise Road, cutting out those surface miles and stoplights.” Phase 3 Extend to 5032 Palo Verde Road near Terminal 1, further removing surface bottlenecks around Tropicana and University Center. Fleet scales to 250–300 vehicles. Phase 4 (The “Holy Grail”) A direct underground station at the terminals, true curb-to-gate simplicity, fully underground. Steve Davis: “Phase 4 is the holy grail: a direct underground station right at the airport terminals.” The Big Build: 68 Miles, 104 Stations, Privately Funded The long-term vision is expansive: 68 miles of tunnels and 104 stations spanning the Strip, downtown, the stadium, and the airport. Core Strip construction begins this fall, with a 2027 target for that major phase, and further expansion into 2028–2029. Steve emphasized something important here: the funding model. These builds are privately funded, and the cost structure is the entire point: build rapidly and avoid “subway economics.” Steve Davis: “68 miles, 104 stations… all privately funded at about $10M per mile, versus billions for subways.” The Real Workhorses: Prufrock Boring Machines Up Close If the Loop is the user experience, Prufrock is the engine underneath it. Seeing Prufrock at an active dig site is hard to describe unless you’ve stood next to one. It’s enormous, loud, and relentlessly practical. The key advantage is that it changes the setup cost: it can launch from the surface without massive open pits, and it’s designed to move fast, with a long-term target of one mile per week. The machine isn’t just digging; it’s built around an integrated approach to lining, pumping, and maintaining the tunnel environment while staying cost-effective. Challenges They’re Solving In Real Time: Groundwater And Permitting One of the most interesting “myth-busting” moments was hearing Steve talk about tunnel conditions. Despite the desert setting, the tunnels are roughly 30 feet below grade, and in many areas, they’re fully submerged in groundwater, sand, clay, caliche, and water management, all part of the daily reality. Steve Davis: “Tunnels are 30 feet down, fully submerged in groundwater, desert myth busted.” They manage leaks through periodic sealing (foam, maintenance cycles) and now operate with stronger compliance processes for water treatment and disposal. The bigger long-term bottleneck, though, isn’t engineering; it’s approvals. Steve noted they need hundreds of permits (600+), and many can take months. Their push is toward a more streamlined, operator-style approval model, closer to how SpaceX is regulated: certify capability and safety, then execute without rearguing every step. Steve Davis: “Permitting’s the bottleneck… we’re advocating for a SpaceX-style operator license.” Fleet Scaling And The “Robovan” Strategy Right now, the fleet is about 130 Teslas, including Model Ys and Cybertrucks, tuned for tight turns and repeated high-frequency operations. The larger goal is to scale up to 1,200 vehicles as the network grows. And that’s where Robovan (high-occupancy, event-optimized vehicles) becomes strategically important. Steve’s framing was refreshingly clear: cars are more efficient for small groups. Robovans win when you can predict surges, like a Raiders game or a Sphere show, and load high-occupancy vehicles in advance. Steve Davis: “Robovans shine when everyone’s going to the same spot… that’s when you put the high occupancy vehicle in.” What’s Next: Suburbs, Regional Links, And Bigger Swing Ideas After the core network is built, they’re looking at suburban expansions (Henderson, Summerlin) via shorter demo segments first, proving utility for pedestrian and vehicle connectivity. And then Steve hinted at the kind of long-range thinking that gets people excited (and skeptical): longer-distance routes, potentially even Hyperloop concepts like Reno connections, if permitting and economics align. Steve Davis: “Suburbs like Henderson and Summerlin next… long-term? Hyperloop to Reno… private funding makes it doable if permitting catches up.” Final Take: Vegas Is Becoming A Live Testbed For A New Kind Of Transit This tour made one thing very clear: The Boring Company isn’t trying to win the “traditional public transit debate.” They’re trying to change the rules of what’s feasible, building faster, cheaper, and with an experience that people actually want to use. Watching FSD glide through the tunnels, seeing Prufrock tearing through the ground, and hearing the phased plan for the airport and Strip expansion straight from Steve… It’s hard not to feel like Vegas is a real-world preview of what mobility can look like when infrastructure is built like technology. Huge thanks to Steve Davis and The Boring Company team for the access and the time. And keep an eye out, I’m posting the full 47-minute video with this recap so you can see the ride, the sites, and the details for yourself. What do you think, would you ride the Loop instead of sitting in Strip traffic?
47:36

Behind The Scenes In The Vegas Loop: Inside Elon Musk's The Boring Company Bold Bet On Urban Mobility Hey everyone. Tesla Owners Silicon Valley (Tesla Owners Silicon Valley) here. I recently had the chance to go behind the scenes with Steve Davis, President of The Boring Company, for a deep dive into the Vegas Loop in Las Vegas. This wasn’t a quick photo op. It was a full 47-minute immersion: riding through the LED-lit tunnels in a Tesla, visiting active construction sites with Prufrock boring machines, and hearing directly from Steve about what’s working today, and what’s coming next. I’m posting the full long-form video alongside this recap so you can experience it firsthand. But here’s the readable, “what actually matters” story from the tour. From “Traffic Is Soul-Crushing” To A Working Underground Network The Boring Company was founded in 2016, born of a familiar frustration: gridlocked cities that can’t build fast enough, cheap enough, or with minimal disruption. The premise is simple but ambitious: reinvent tunneling to make it practical infrastructure, not a decade-long mega-project. Las Vegas is where that idea is being tested at real scale. Instead of waiting for buses, shuttles, or rail schedules, the Vegas Loop aims to provide point-to-point trips in Teslas, fast, quiet, and emissions-free, connecting major destinations without the chaos of the Strip above. And after seeing it up close, what stands out most is how operational it already is. This isn’t a render. It’s a functioning system handling real demand, in real conditions, with real riders. What It Feels Like: Fast, Weirdly Fun, And Surprisingly Smooth The “Loop experience” is part transit, part sci-fi. The tunnels are lined with shifting LEDs—purples, greens, yellows—that make the ride feel more like entering a venue than commuting. Trips are short and direct. One example Steve shared: LVCC to Encore in about 85 seconds. But the biggest “wait, that just happened” moment on the tour was Full Self-Driving. FSD Underground (And Onto Surface Streets) We rode in a Model Y running Full Self-Driving (Supervised), which navigated the tunnels smoothly and then transitioned back to surface streets without intervention. Steve’s point wasn’t that autonomy is a cool demo; it’s that autonomy is a force multiplier for throughput, consistency, and future scale. Steve Davis: “Full Self-Driving Supervised is live commercially between LVCC and Encore, watch this: zero interventions as it navigates the tunnels and pops out onto surface streets seamlessly.” Right now, they still operate with safety drivers, but the trajectory is clear: as autonomy matures, the system can move more people with tighter headways and less variability than human-driven operations. The Numbers: “Spiky Demand” Is Where This System Wants To Win Vegas isn’t a steady-demand commuter city. It’s a burst-demand city: conventions, games, concerts, and tourist surges. Steve emphasized that this is exactly where the Loop model shines, because you can scale vehicles dynamically without rebuilding an entire transit line. During CES 2026, the Loop moved 90,000+ passengers, peaking at 6,600+ riders per hour, including 22,000+ trips to/from Resorts World, Encore, and Westgate. That’s on top of 3.5M+ total passengers since 2021. Steve Davis: “We’ve hit over 3 million passengers since 2021, and during CES 2026 alone, we shuttled more than 90,000 people, peaking at 6,600 passengers per hour without a hitch.” And beyond the numbers, there’s a secondary effect people don’t always talk about: for many riders, this is their first time in a Tesla, and it’s an unusually positive first impression. The Airport Connection: A Phased Plan With A Very Clear Endgame Connecting the system to Harry Reid International Airport is the crown jewel, and they’re doing it in phases to deliver value quickly while they work through the harder parts. Phase 1 (Live Now) Limited airport rides are already operating via a mix of tunnels and surface streets from existing stations, including Resorts World, Encore, Westgate, and LVCC. They’re doing roughly 50 test rides per day, and Steve noted 100 of ~130 vehicles are already “airport-ready” with transponders. Phase 2 (Next Couple Months) This is where things get meaningfully faster: a 2.2-mile dual tunnel from Westgate to 4744 Paradise Road, eliminating about two miles of surface traffic and stoplights. New stations are planned at Virgin Hotels, The Boring Company’s apartment complex, the former Gordon Biersch site, and Firefly. Fleet expands to 160 vehicles. Steve Davis: “Phase 2 kicks in soon: a 2.2-mile tunnel to Paradise Road, cutting out those surface miles and stoplights.” Phase 3 Extend to 5032 Palo Verde Road near Terminal 1, further removing surface bottlenecks around Tropicana and University Center. Fleet scales to 250–300 vehicles. Phase 4 (The “Holy Grail”) A direct underground station at the terminals, true curb-to-gate simplicity, fully underground. Steve Davis: “Phase 4 is the holy grail: a direct underground station right at the airport terminals.” The Big Build: 68 Miles, 104 Stations, Privately Funded The long-term vision is expansive: 68 miles of tunnels and 104 stations spanning the Strip, downtown, the stadium, and the airport. Core Strip construction begins this fall, with a 2027 target for that major phase, and further expansion into 2028–2029. Steve emphasized something important here: the funding model. These builds are privately funded, and the cost structure is the entire point: build rapidly and avoid “subway economics.” Steve Davis: “68 miles, 104 stations… all privately funded at about $10M per mile, versus billions for subways.” The Real Workhorses: Prufrock Boring Machines Up Close If the Loop is the user experience, Prufrock is the engine underneath it. Seeing Prufrock at an active dig site is hard to describe unless you’ve stood next to one. It’s enormous, loud, and relentlessly practical. The key advantage is that it changes the setup cost: it can launch from the surface without massive open pits, and it’s designed to move fast, with a long-term target of one mile per week. The machine isn’t just digging; it’s built around an integrated approach to lining, pumping, and maintaining the tunnel environment while staying cost-effective. Challenges They’re Solving In Real Time: Groundwater And Permitting One of the most interesting “myth-busting” moments was hearing Steve talk about tunnel conditions. Despite the desert setting, the tunnels are roughly 30 feet below grade, and in many areas, they’re fully submerged in groundwater, sand, clay, caliche, and water management, all part of the daily reality. Steve Davis: “Tunnels are 30 feet down, fully submerged in groundwater, desert myth busted.” They manage leaks through periodic sealing (foam, maintenance cycles) and now operate with stronger compliance processes for water treatment and disposal. The bigger long-term bottleneck, though, isn’t engineering; it’s approvals. Steve noted they need hundreds of permits (600+), and many can take months. Their push is toward a more streamlined, operator-style approval model, closer to how SpaceX is regulated: certify capability and safety, then execute without rearguing every step. Steve Davis: “Permitting’s the bottleneck… we’re advocating for a SpaceX-style operator license.” Fleet Scaling And The “Robovan” Strategy Right now, the fleet is about 130 Teslas, including Model Ys and Cybertrucks, tuned for tight turns and repeated high-frequency operations. The larger goal is to scale up to 1,200 vehicles as the network grows. And that’s where Robovan (high-occupancy, event-optimized vehicles) becomes strategically important. Steve’s framing was refreshingly clear: cars are more efficient for small groups. Robovans win when you can predict surges, like a Raiders game or a Sphere show, and load high-occupancy vehicles in advance. Steve Davis: “Robovans shine when everyone’s going to the same spot… that’s when you put the high occupancy vehicle in.” What’s Next: Suburbs, Regional Links, And Bigger Swing Ideas After the core network is built, they’re looking at suburban expansions (Henderson, Summerlin) via shorter demo segments first, proving utility for pedestrian and vehicle connectivity. And then Steve hinted at the kind of long-range thinking that gets people excited (and skeptical): longer-distance routes, potentially even Hyperloop concepts like Reno connections, if permitting and economics align. Steve Davis: “Suburbs like Henderson and Summerlin next… long-term? Hyperloop to Reno… private funding makes it doable if permitting catches up.” Final Take: Vegas Is Becoming A Live Testbed For A New Kind Of Transit This tour made one thing very clear: The Boring Company isn’t trying to win the “traditional public transit debate.” They’re trying to change the rules of what’s feasible, building faster, cheaper, and with an experience that people actually want to use. Watching FSD glide through the tunnels, seeing Prufrock tearing through the ground, and hearing the phased plan for the airport and Strip expansion straight from Steve… It’s hard not to feel like Vegas is a real-world preview of what mobility can look like when infrastructure is built like technology. Huge thanks to Steve Davis and The Boring Company team for the access and the time. And keep an eye out, I’m posting the full 47-minute video with this recap so you can see the ride, the sites, and the details for yourself. What do you think, would you ride the Loop instead of sitting in Strip traffic?

Tesla Owners Silicon Valley

447,027 просмотров • 7 месяцев назад

Arizona Secures Critical American Biofactory Hard Tech Headlines: - REGENT, the American seaglider startup, has successfully demonstrated its autonomous seaglider at Silent Swarm. It is the first defense-specific wing-in-ground-effect craft in U.S. history. - Textron Inc. has secured a $230M+ deal with the U.S. Navy for two Ship-to-Shore Connectors, amphibious hovercraft designed to move troops, vehicles, and supplies from ships offshore directly onto beaches. - Precigenetics, the startup developing real-time living-cell imaging technology, is expanding to a new biofactory in Arizona, where it plans to manufacture critical biohardware in the U.S. - Smack Technologies has secured a $61M Series B led by Costanoa Ventures. Smack is developing a frontier AI lab for defense, enabling autonomy decisions to be made at the campaign level. The startup is using the funding to develop custom hardware to deploy its models on-prem. - EdgeRunner AI, in partnership with the U.S. Army’s AI2C, has introduced a new military-focused large language model that reduced error rates by 37% across Army-specific tasks and is designed to run locally at the tactical edge. - Grounded has raised a $5M seed round. The Detroit startup develops software-defined, modular commercial electric vehicles and is expanding production into a new 50,000-square-foot facility. - Eoptic, Inc., the advanced imaging firm, has secured a deal to supply multiple payloads for strategic space imaging programs, with first deliveries planned for early 2027. - Aerogen Systems has launched out of Y Combinator, developing self-cleaning infrastructure for semiconductor manufacturing that creates ultra-clean environments around wafers. - Saildrone has opened a European HQ in Copenhagen and is expanding USV production in Europe, including its next-generation Surveyor at Umoe Mandal’s facility in Norway. - Skanska and Stacy Witbeck secured a $2.43B contract to expand LA Metro’s rail infrastructure in the San Fernando Valley. - Einride is purchasing 500 Tesla Semi trucks, the largest Tesla Semi order in history. - The U.S. Army has awarded Elroy Air $46M to advance autonomous heavy-lift aircraft for moving cargo across contested environments. The VTOL can carry 500+ pounds of cargo, fly up to 450 miles, and operate without runways in austere environments. - Valinor Enterprises announced HarborPOD, designed to turn autonomous systems into casualty evacuation or resupply platforms. We break it down in today’s Hard Tech Headlines video.
1:45

Arizona Secures Critical American Biofactory Hard Tech Headlines: - REGENT, the American seaglider startup, has successfully demonstrated its autonomous seaglider at Silent Swarm. It is the first defense-specific wing-in-ground-effect craft in U.S. history. - Textron Inc. has secured a $230M+ deal with the U.S. Navy for two Ship-to-Shore Connectors, amphibious hovercraft designed to move troops, vehicles, and supplies from ships offshore directly onto beaches. - Precigenetics, the startup developing real-time living-cell imaging technology, is expanding to a new biofactory in Arizona, where it plans to manufacture critical biohardware in the U.S. - Smack Technologies has secured a $61M Series B led by Costanoa Ventures. Smack is developing a frontier AI lab for defense, enabling autonomy decisions to be made at the campaign level. The startup is using the funding to develop custom hardware to deploy its models on-prem. - EdgeRunner AI, in partnership with the U.S. Army’s AI2C, has introduced a new military-focused large language model that reduced error rates by 37% across Army-specific tasks and is designed to run locally at the tactical edge. - Grounded has raised a $5M seed round. The Detroit startup develops software-defined, modular commercial electric vehicles and is expanding production into a new 50,000-square-foot facility. - Eoptic, Inc., the advanced imaging firm, has secured a deal to supply multiple payloads for strategic space imaging programs, with first deliveries planned for early 2027. - Aerogen Systems has launched out of Y Combinator, developing self-cleaning infrastructure for semiconductor manufacturing that creates ultra-clean environments around wafers. - Saildrone has opened a European HQ in Copenhagen and is expanding USV production in Europe, including its next-generation Surveyor at Umoe Mandal’s facility in Norway. - Skanska and Stacy Witbeck secured a $2.43B contract to expand LA Metro’s rail infrastructure in the San Fernando Valley. - Einride is purchasing 500 Tesla Semi trucks, the largest Tesla Semi order in history. - The U.S. Army has awarded Elroy Air $46M to advance autonomous heavy-lift aircraft for moving cargo across contested environments. The VTOL can carry 500+ pounds of cargo, fly up to 450 miles, and operate without runways in austere environments. - Valinor Enterprises announced HarborPOD, designed to turn autonomous systems into casualty evacuation or resupply platforms. We break it down in today’s Hard Tech Headlines video.

Atoms Not Bits

11,436 просмотров • 11 дней назад