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TESLA DOMINATES MOTORTREND 2026 SOFTWARE DEFINED VEHICLE AWARDS Tesla secured major recognition at MotorTrend’s 2026 Software Defined Vehicle Awards presented at CES in Las Vegas. Tesla emerged as one of the most honored automakers, underscoring its leadership in vehicles designed for continuous improvement via over-the-air updates rather than fixed...

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Mario Nawfal

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27,096 görüntüleme • 7 ay önce •via X (Twitter)

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Repairing Tesla vehicles, major components, offering alternative quality post-warranty service & performing bespoke modifications to gain certification for the Cybertruck in Switzerland or Europe has created an opportunity for independent partners for service like Revoltaris 🇨🇭 in Zurich. This shop has been working on Tesla vehicles since 2019 & even offers instruction & training on software, unique Tesla related parts repair throughout Europe to build a supporting community for customers of Tesla vehicles out of warranty (particularly items such as motors, circuit boards & batteries. Revoltaris 🇨🇭 also is playing a major role in partnership with werk.lab in getting Cybertruck homologated for legal use in Switzerland. I was fortunate to spend an afternoon at the shop while I am in Switzerland & on my way to the TeslaClubAT Takeover Europe event. Check out this video to learn more!
21:35

Repairing Tesla vehicles, major components, offering alternative quality post-warranty service & performing bespoke modifications to gain certification for the Cybertruck in Switzerland or Europe has created an opportunity for independent partners for service like Revoltaris 🇨🇭 in Zurich. This shop has been working on Tesla vehicles since 2019 & even offers instruction & training on software, unique Tesla related parts repair throughout Europe to build a supporting community for customers of Tesla vehicles out of warranty (particularly items such as motors, circuit boards & batteries. Revoltaris 🇨🇭 also is playing a major role in partnership with werk.lab in getting Cybertruck homologated for legal use in Switzerland. I was fortunate to spend an afternoon at the shop while I am in Switzerland & on my way to the TeslaClubAT Takeover Europe event. Check out this video to learn more!

Joe Tegtmeyer 🚀 🤠🛸😎

11,314 görüntüleme • 2 ay önce

Within software architecture, few people shaped the industry as much as Grady Booch. Safe to say he's a true legend. In today's The Pragmatic Engineer Podcast episode, he shares fascinating stories, insights, observations. Listen or watch the full episode: - YouTube: - Spotify, Apple, or web: Thank you to our wonderful sponsors: 🌟 WorkOS — The modern identity platform for B2B SaaS. Learn more at 🌟Sevalla — Deploy anything from preview environments to Docker images. Check it out at 🌟Chronosphere — The observability platform built for control. Get details at --- 3 of my takeaways from this fascinating conversation: 1. Surprising: The US Department of Defense and the military built some of the most complicated software systems in the 70s and 80s. In the 70s, these organizations probably had the most code to deal with - globally! - and things like distributed computing were pioneered thanks to these use cases. 2. The three axes of software architecture Grady argues that when talking about software architecture, we should look at these three dimensions: ceremony, risk and complexity. 3. The economics of software and software architecture are always connected Machine time was very expensive in the 1960s and 1970s, and software had to be written from scratch. Good architecture meant writing highly performant code to utilize these rather limited machines. However, these days, machine time has gotten very cheap, and there are also plenty of “building blocks” at our disposal: from frameworks to cloud services. Software architecture is frequently still connected with cost: to decide on what services and technologies to use, taking the cost aspect into account! I hope you enjoy this conversation - together with a history overview of the last 50 years in software - as much as I did! Thanks a lot Grady Booch
0:43

Within software architecture, few people shaped the industry as much as Grady Booch. Safe to say he's a true legend. In today's The Pragmatic Engineer Podcast episode, he shares fascinating stories, insights, observations. Listen or watch the full episode: - YouTube: - Spotify, Apple, or web: Thank you to our wonderful sponsors: 🌟 WorkOS — The modern identity platform for B2B SaaS. Learn more at 🌟Sevalla — Deploy anything from preview environments to Docker images. Check it out at 🌟Chronosphere — The observability platform built for control. Get details at --- 3 of my takeaways from this fascinating conversation: 1. Surprising: The US Department of Defense and the military built some of the most complicated software systems in the 70s and 80s. In the 70s, these organizations probably had the most code to deal with - globally! - and things like distributed computing were pioneered thanks to these use cases. 2. The three axes of software architecture Grady argues that when talking about software architecture, we should look at these three dimensions: ceremony, risk and complexity. 3. The economics of software and software architecture are always connected Machine time was very expensive in the 1960s and 1970s, and software had to be written from scratch. Good architecture meant writing highly performant code to utilize these rather limited machines. However, these days, machine time has gotten very cheap, and there are also plenty of “building blocks” at our disposal: from frameworks to cloud services. Software architecture is frequently still connected with cost: to decide on what services and technologies to use, taking the cost aspect into account! I hope you enjoy this conversation - together with a history overview of the last 50 years in software - as much as I did! Thanks a lot Grady Booch

Gergely Orosz

55,813 görüntüleme • 1 yıl önce

🇺🇸 Tesla has published new safety data for FSD Supervised, and the methodology is worth a look as much as the numbers. FSD has now covered over 12.6 billion miles, with nearly 4.9 billion of those driven in cities, where the hazards are densest. With FSD engaged, Tesla reports 7 times fewer major collisions, 7 times fewer minor collisions, and 5 times fewer off-highway collisions. What makes that interesting is how strictly the company counts against itself. If FSD was active at any point in the 5 seconds before a crash, it goes down as an FSD collision. That includes cases where the driver grabbed the wheel back or the system handed control over right before impact. Tesla also assigns no fault at all. If another car runs a red light and hits a Tesla on FSD, it still counts against FSD. Collisions are defined by federal standard rather than company preference, using airbag deployment for major crashes and a velocity change of 8 km/h within 150 milliseconds for minor ones. The data pipeline behind it is enormous. In one quarter alone, Tesla pulled 2.5 billion telemetry packages from the fleet. Most safety claims in this industry rest on a company's word. This one rests on a fleet that reports on itself, including when it fails. Source: Tesla / Writer: Julie
4:11

🇺🇸 Tesla has published new safety data for FSD Supervised, and the methodology is worth a look as much as the numbers. FSD has now covered over 12.6 billion miles, with nearly 4.9 billion of those driven in cities, where the hazards are densest. With FSD engaged, Tesla reports 7 times fewer major collisions, 7 times fewer minor collisions, and 5 times fewer off-highway collisions. What makes that interesting is how strictly the company counts against itself. If FSD was active at any point in the 5 seconds before a crash, it goes down as an FSD collision. That includes cases where the driver grabbed the wheel back or the system handed control over right before impact. Tesla also assigns no fault at all. If another car runs a red light and hits a Tesla on FSD, it still counts against FSD. Collisions are defined by federal standard rather than company preference, using airbag deployment for major crashes and a velocity change of 8 km/h within 150 milliseconds for minor ones. The data pipeline behind it is enormous. In one quarter alone, Tesla pulled 2.5 billion telemetry packages from the fleet. Most safety claims in this industry rest on a company's word. This one rests on a fleet that reports on itself, including when it fails. Source: Tesla / Writer: Julie

Mario Nawfal

51,257 görüntüleme • 23 gün önce

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA
1:31

It's been one year since Tesla launched Robotaxi! Jeff Lutz 🔋 pointed out that while the rollout hasn't been as fast as many hoped, the progress behind the scenes is pretty remarkable. Cybercabs are showing up in growing numbers at Giga Texas, some now carrying official "Cybercab" branding. Tesla is also testing passenger pickups and drop-offs in Austin, while a Tesla Semi with LIDAR equipment was spotted in public for the first time. On top of that, Lemonade expanded its FSD insurance discount program to a fourth state, and Tesla trademarked "Megapod" for what appears to be AI data center hardware. Taken separately, these are small updates. Put them together, and it feels like Tesla is quietly building an entire ecosystem around autonomy, AI, and transportation. 🚀 $TSLA

Herbert Ong

18,765 görüntüleme • 1 ay önce

People who say BYD is beating Tesla in China are most likely the same ones saying Samsung is beating Apple bc of market share. The reality is BYD sells more units largely by flooding the market with cheaper, lower margin cars. While Tesla sells fewer units, but they focus on higher quality vehicles, better software, global scalability, and profitability. Tesla still generates FAR more profit per vehicle, has world leading margins, and owns the full ecosystem from hardware, software, AI, charging, data, and manufacturing technology. Market share without profit is just volume for volume’s sake, and in my opinion, that’s not winning. This is the same story as Samsung vs Apple. Samsung often leads in unit shipments by selling tons of low and mid range phones. And Apple sells fewer phones, yet captures the majority of the entire industry’s profits. This is bc Apple has premium products and the ecosystem locks in customers with software dominance and customer & brand loyalty. Trust me, no serious investor thinks Samsung is beating Apple just bc it ships more phones. Even Elon called this out years ago saying scaling volume is much easier than building great products that people love, make real profits, and at scale. This is excruciatingly hard. So when someone tells me that BYD is beating Tesla bc of market share. What they’re really telling me is they are clueless on how businesses actually succeed. Tesla is the clear winner vs BYD.
0:50

People who say BYD is beating Tesla in China are most likely the same ones saying Samsung is beating Apple bc of market share. The reality is BYD sells more units largely by flooding the market with cheaper, lower margin cars. While Tesla sells fewer units, but they focus on higher quality vehicles, better software, global scalability, and profitability. Tesla still generates FAR more profit per vehicle, has world leading margins, and owns the full ecosystem from hardware, software, AI, charging, data, and manufacturing technology. Market share without profit is just volume for volume’s sake, and in my opinion, that’s not winning. This is the same story as Samsung vs Apple. Samsung often leads in unit shipments by selling tons of low and mid range phones. And Apple sells fewer phones, yet captures the majority of the entire industry’s profits. This is bc Apple has premium products and the ecosystem locks in customers with software dominance and customer & brand loyalty. Trust me, no serious investor thinks Samsung is beating Apple just bc it ships more phones. Even Elon called this out years ago saying scaling volume is much easier than building great products that people love, make real profits, and at scale. This is excruciatingly hard. So when someone tells me that BYD is beating Tesla bc of market share. What they’re really telling me is they are clueless on how businesses actually succeed. Tesla is the clear winner vs BYD.

Teslaconomics

55,143 görüntüleme • 6 ay önce

TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to download the platform for the first time. Robotaxi, Tesla’s ride-hailing service powered by its Full Self-Driving technology, is already running pilot programs in Texas, California, and Arizona, with Miami, Houston, Las Vegas, Phoenix, and Dallas next in line. The vehicles have already logged over 550,000 autonomous miles, most from the Bay Area and Austin, and now Tesla is aiming to prove it can scale the system globally. Tesla’s focus is twofold: rapid expansion and full autonomy. The company is working to remove in car safety monitors, using new in cabin data systems to support passengers remotely instead of relying on human supervisors. If successful, Tesla will unlock a new transportation model where rides summon themselves and cars earn income while their owners sleep. The age of human drivers is ending, and Tesla’s Robotaxi network is steering the world straight into it. Source: TESLARATI Tesla
1:33

TESLA OPENS ROBOTAXI APP WORLDWIDE AS DRIVERLESS ERA ACCELERATES Tesla has taken its next giant step toward a global autonomous future. The company expanded access to its Robotaxi app beyond North America, allowing users across Japan, Thailand, Hong Kong, South Korea, Australia, Taiwan, Macau, New Zealand, and Mexico to download the platform for the first time. Robotaxi, Tesla’s ride-hailing service powered by its Full Self-Driving technology, is already running pilot programs in Texas, California, and Arizona, with Miami, Houston, Las Vegas, Phoenix, and Dallas next in line. The vehicles have already logged over 550,000 autonomous miles, most from the Bay Area and Austin, and now Tesla is aiming to prove it can scale the system globally. Tesla’s focus is twofold: rapid expansion and full autonomy. The company is working to remove in car safety monitors, using new in cabin data systems to support passengers remotely instead of relying on human supervisors. If successful, Tesla will unlock a new transportation model where rides summon themselves and cars earn income while their owners sleep. The age of human drivers is ending, and Tesla’s Robotaxi network is steering the world straight into it. Source: TESLARATI Tesla

Mario Nawfal

15,080 görüntüleme • 8 ay önce

Welcome to India Tesla Inaugurated Tesla’s first-ever Experience Centre in India at BKC, Mumbai, today.This is not just the inauguration of an Experience Centre ; it’s a powerful statement—Tesla is here, and it’s chosen the right city and the right state: Mumbai, Maharashtra!" Mumbai is not just the financial, commercial, and entertainment capital of India, it is the entrepreneurial capital that stands for innovation and sustainability. And Tesla represents exactly that! I experienced my first Tesla ride back in 2015 in the US, and knew then that India needed this. It took time, but we are glad to see it finally here! Isabel Fan, Senior Regional Director at Tesla, shared Tesla’s vision for India and offered a glimpse into the company’s ongoing efforts in electric mobility and sustainable technology, highlighting its commitment to innovation in this space Under the visionary leadership of Hon. PM Narendra Modi ji, India has charted an ambitious path towards sustainability and self-reliance. His push for e-mobility, Make in India, and forward-thinking industrial policies have laid the foundation for moments like this. Maharashtra has emerged as a strong EV hub with progressive EV policies, robust charging infrastructure and the most comprehensive support for electric mobility We are confident that India, and especially Maharashtra, will be among Tesla’s strongest markets. As Tesla begins its journey from Mumbai, Maharashtra stands ready to be your most trusted partner and your home in India. Wishing you great success! Minister Pratap Sarnaik and other dignitaries were present. Narendra Modi Pratap Baburao Sarnaik Elon Musk Tesla_India #Maharashtra #Mumbai #TeslaInIndia #Tesla
0:29

Welcome to India Tesla Inaugurated Tesla’s first-ever Experience Centre in India at BKC, Mumbai, today.This is not just the inauguration of an Experience Centre ; it’s a powerful statement—Tesla is here, and it’s chosen the right city and the right state: Mumbai, Maharashtra!" Mumbai is not just the financial, commercial, and entertainment capital of India, it is the entrepreneurial capital that stands for innovation and sustainability. And Tesla represents exactly that! I experienced my first Tesla ride back in 2015 in the US, and knew then that India needed this. It took time, but we are glad to see it finally here! Isabel Fan, Senior Regional Director at Tesla, shared Tesla’s vision for India and offered a glimpse into the company’s ongoing efforts in electric mobility and sustainable technology, highlighting its commitment to innovation in this space Under the visionary leadership of Hon. PM Narendra Modi ji, India has charted an ambitious path towards sustainability and self-reliance. His push for e-mobility, Make in India, and forward-thinking industrial policies have laid the foundation for moments like this. Maharashtra has emerged as a strong EV hub with progressive EV policies, robust charging infrastructure and the most comprehensive support for electric mobility We are confident that India, and especially Maharashtra, will be among Tesla’s strongest markets. As Tesla begins its journey from Mumbai, Maharashtra stands ready to be your most trusted partner and your home in India. Wishing you great success! Minister Pratap Sarnaik and other dignitaries were present. Narendra Modi Pratap Baburao Sarnaik Elon Musk Tesla_India #Maharashtra #Mumbai #TeslaInIndia #Tesla

Devendra Fadnavis

2,087,768 görüntüleme • 1 yıl önce

🚨🇩🇰 TESLA FSD (SUPERVISED) COMING TO DENMARK? FULL SELF-DRIVING EUROPE EDITION TEASED FOR 2026 Tesla just dropped a major teaser in Denmark: FSD (Supervised) could officially launch in the country by early 2026, and yes, that would make it one of the first EU nations to get a taste of Elon’s autonomy dream. The email, sent to Danish Tesla owners, invites them to ride-alongs with Tesla Advisors, offering a guided sneak peek at what the tech will look like on European roads. “A Tesla Advisor will guide you through the ride and give you an exclusive look at what to expect when it rolls out in early 2026.” So it’s still 2 years away, it’s not unsupervised, and the EU’s red tape could throw a wrench in all of this, but despite this, Tesla’s clearly laying the groundwork now. If you think U.S. regulators were tough, just wait until European safety boards start digging into FSD decision-making on cobblestone streets in the snow. Still, if it actually happens, it’ll be a huge milestone: FSD goes multilingual, metric, and probably gets used in three languages. Source: Sawyer Merritt, Tesla
0:21

🚨🇩🇰 TESLA FSD (SUPERVISED) COMING TO DENMARK? FULL SELF-DRIVING EUROPE EDITION TEASED FOR 2026 Tesla just dropped a major teaser in Denmark: FSD (Supervised) could officially launch in the country by early 2026, and yes, that would make it one of the first EU nations to get a taste of Elon’s autonomy dream. The email, sent to Danish Tesla owners, invites them to ride-alongs with Tesla Advisors, offering a guided sneak peek at what the tech will look like on European roads. “A Tesla Advisor will guide you through the ride and give you an exclusive look at what to expect when it rolls out in early 2026.” So it’s still 2 years away, it’s not unsupervised, and the EU’s red tape could throw a wrench in all of this, but despite this, Tesla’s clearly laying the groundwork now. If you think U.S. regulators were tough, just wait until European safety boards start digging into FSD decision-making on cobblestone streets in the snow. Still, if it actually happens, it’ll be a huge milestone: FSD goes multilingual, metric, and probably gets used in three languages. Source: Sawyer Merritt, Tesla

Mario Nawfal

24,503 görüntüleme • 7 ay önce

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 görüntüleme • 6 ay önce

ARK Invest CEO Cathie Wood in a new Bloomberg interview on Tesla Robotaxi vs Waymo: "Vertical integration with Tesla means it will have the lowest cost structure, by far. If our analysis is correct, those costs as Robotaxi scales are going to drop to $0.25 per mile. The cost of transportation is going to collapse. Waymo’s cost structure, according to our estimates in 2030, will be 50% higher than Tesla’s because they’re dependent on other auto manufacturers and others in the supply chain that Tesla is not." 🎯 It will become increasingly obvious as time goes on. I seriously don’t see how anyone is going to be able to compete with Tesla at scale. Cybercabs are designed and optimized from the ground up for full-scale autonomy, with a single car rolling off the assembly line every 10 seconds or less once scaled. Nobody else is making their own cars, computers, batteries, manufacturing methods, and so on. Tesla is in a unique position that took years to build. Everything is now coming to fruition.
0:48

ARK Invest CEO Cathie Wood in a new Bloomberg interview on Tesla Robotaxi vs Waymo: "Vertical integration with Tesla means it will have the lowest cost structure, by far. If our analysis is correct, those costs as Robotaxi scales are going to drop to $0.25 per mile. The cost of transportation is going to collapse. Waymo’s cost structure, according to our estimates in 2030, will be 50% higher than Tesla’s because they’re dependent on other auto manufacturers and others in the supply chain that Tesla is not." 🎯 It will become increasingly obvious as time goes on. I seriously don’t see how anyone is going to be able to compete with Tesla at scale. Cybercabs are designed and optimized from the ground up for full-scale autonomy, with a single car rolling off the assembly line every 10 seconds or less once scaled. Nobody else is making their own cars, computers, batteries, manufacturing methods, and so on. Tesla is in a unique position that took years to build. Everything is now coming to fruition.

Nic Cruz Patane

42,298 görüntüleme • 3 ay önce

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.
13:00

GOOD NEWS 🚨 DAN IVES PREDICTS TESLA WILL OWN '80%' OF ROBOTAXI MARKET — SAYS $TSLA IN HIS TOP 5 LIST FOR 2026 🆙 Ives is doubling down on Tesla as one of his top conviction picks for 2026, insisting that investors need to stop viewing it as a "car story" and start treating it as a robotics and AI play. He sees the stock fundamentally heading toward $1,000, with a current base case of $600 and a bull case of $800. According to Ives, this is a defining moment for Elon Musk—arguably his most important year ever—as the company fully commits to the AI path. He expects this pivot to unlock massive value, projecting a $2 trillion market cap over the coming year and a bull case where Tesla hits $3 trillion by the end of 2026. The real engine behind this growth is the Robotaxi network, which Ives views as integral to the company's future. He predicts Tesla will eventually corner 80% of the autonomous driving market. While he admits that competitors like Waymo have had a huge head start with "phenomenal technology," he argues that no one else can match the sheer scale and scope of Tesla's venture in the long run. To prove the concept is working, Ives is looking for Tesla to hit a specific benchmark this year: launching Robotaxis in 30 cities to achieve critical scale, expanding beyond their initial start in Austin and moving into markets like California. When it comes to the speed of this rollout, Ives is fully supportive of Musk’s "brick by brick" strategy rather than a rushed launch. He emphasizes that because lives are at stake, safety has to take priority; it is far more important to expand the geospaced areas correctly than to just do it quickly. Ultimately, while he acknowledges Nvidia as the chip fueling the broader AI revolution, he sees Tesla standing apart as the dominant force in the physical autonomous world.

Ming

29,004 görüntüleme • 7 ay önce

🚀 Exclusive Interview with André Thierig André Thierig, Senior Director of Manufacturing at Tesla Giga Berlin! We sat down for a wide-ranging conversation covering the factory’s incredible journey, major recent milestones, manufacturing breakthroughs, factory culture, and what’s next for Europe’s most important Tesla plant. In this interview we discuss: • Giga Berlin’s evolution and the meaning behind producing the millionth vehicle • The new $250 million investment in the 4680 cell factory (18 GWh capacity + 1,500+ jobs) • 20% Model Y production increase starting in July — what changed operationally • Giga casting, autonomous vehicle movement from the light tunnel to outbound yard, and other manufacturing innovations • The advanced paint shop and how it enables colors like Quicksilver and Midnight Cherry Red • Sustainability efforts, especially the water and wastewater systems • The iconic graffiti artwork, “Giga Berlin Casting Pirates” culture, and what it means for the team • Navigating Germany’s labor environment with IG Metall while keeping Tesla’s speed and intensity • Key takeaways from André’s recent conversation with Elon Musk • Europe sales momentum, the “built in Germany” advantage, and what Tesla needs to stay ahead André also shares his personal message to Tesla owners in Europe and what the world should expect next from Giga Berlin. If you’re into world-class manufacturing, Tesla’s first-principles approach, or just love seeing how the sausage is made at one of the most advanced car factories on the planet — this one’s for you. Tesla Teslaeurope lifeatgigaberlin Tesla Manufacturing
40:10

🚀 Exclusive Interview with André Thierig André Thierig, Senior Director of Manufacturing at Tesla Giga Berlin! We sat down for a wide-ranging conversation covering the factory’s incredible journey, major recent milestones, manufacturing breakthroughs, factory culture, and what’s next for Europe’s most important Tesla plant. In this interview we discuss: • Giga Berlin’s evolution and the meaning behind producing the millionth vehicle • The new $250 million investment in the 4680 cell factory (18 GWh capacity + 1,500+ jobs) • 20% Model Y production increase starting in July — what changed operationally • Giga casting, autonomous vehicle movement from the light tunnel to outbound yard, and other manufacturing innovations • The advanced paint shop and how it enables colors like Quicksilver and Midnight Cherry Red • Sustainability efforts, especially the water and wastewater systems • The iconic graffiti artwork, “Giga Berlin Casting Pirates” culture, and what it means for the team • Navigating Germany’s labor environment with IG Metall while keeping Tesla’s speed and intensity • Key takeaways from André’s recent conversation with Elon Musk • Europe sales momentum, the “built in Germany” advantage, and what Tesla needs to stay ahead André also shares his personal message to Tesla owners in Europe and what the world should expect next from Giga Berlin. If you’re into world-class manufacturing, Tesla’s first-principles approach, or just love seeing how the sausage is made at one of the most advanced car factories on the planet — this one’s for you. Tesla Teslaeurope lifeatgigaberlin Tesla Manufacturing

Tesla Owners Silicon Valley

100,170 görüntüleme • 2 ay önce

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch drop… Or understand what Tesla in 2016 already showed you. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.
0:40

🚨 SPACEX IS ABOUT TO REPEAT TESLA 2016 And nobody is ready for what will happen. 2016: Tesla merged with SolarCity. $9.47 → $25.98 +174.34% in days. Now look at today: 2026: – SpaceX is already down 50% from its IPO price at launch – The share unlock is about to hit the market – After new lows, Elon could absorb the shares cheaply and make them expensive But there’s one thing… Tesla mergers in 2016–2019: – Low-market-cap companies merged with Tesla – Pre-COVID market – Low expectations – No questionable trillionaire status SpaceX 2026: – Starlink + xAI + Tesla = multitrillion-dollar companies merged into one – The stock market is at the most overvalued level in history – A pure monopoly in space That is not the same opportunity. Most people think a Tesla merger with SpaceX would be a nothingburger: Yes, Tesla is already a high-market-cap company. But the history of its mergers with SolarCity, Maxwell, and Hibar brought investors gains of many hundreds of percent in a short period of time. So now you have two choices: Stay away from the most hyped IPO in history after a 50% post-launch drop… Or understand what Tesla in 2016 already showed you. Reminder: I’ve called every major market top and bottom for the last 15 years, including the tops in Gold and Silver, the collapse in Oil, the SpaceX drop, and Bitcoin’s crash. When I start buying SpaceX, I’ll post it here publicly like I always do. Turn notifications on. If you’re not following yet, you’ll understand why that was a mistake later.

Alex Mason 👁△

106,999 görüntüleme • 13 gün önce

The BBC destroyed its reputation and credibility when it sabotaged Tesla, lying about the Roadster for controversy and entertainment. In 2008, the BBC and Top Gear sabotaged Elon Musk’s company by “reviewing” the Roadster and had it in the script for the vehicle to break down and towed back. Keep in mind that Tesla was a new company at the time and a bad review—if real—could’ve destroyed the company, especially a review viewed by tens of millions of people and taken to be credible. In reality, the Tesla never broke down and the company sued the BBC over it but the case was tossed out because the British judge determined that no one would possibly take “entertainment” (presented as a bonafide review) with any credibility. Of course, people saw through the lies and Tesla was ultimately victorious—creating the best selling cars in the world and revolutionizing the automotive industry with electricity and AI. And the BBC? Well, it never recovered. More people than ever are terminating their television license in the UK, which pays for the BBC’s funding, and the network has lost ALL of its credibility. And that’s all thanks to 𝕏. If only they didn’t sabotage Tesla years ago, things might have turned out differently for them. As Elon Musk often says, fate loves irony.
1:41

The BBC destroyed its reputation and credibility when it sabotaged Tesla, lying about the Roadster for controversy and entertainment. In 2008, the BBC and Top Gear sabotaged Elon Musk’s company by “reviewing” the Roadster and had it in the script for the vehicle to break down and towed back. Keep in mind that Tesla was a new company at the time and a bad review—if real—could’ve destroyed the company, especially a review viewed by tens of millions of people and taken to be credible. In reality, the Tesla never broke down and the company sued the BBC over it but the case was tossed out because the British judge determined that no one would possibly take “entertainment” (presented as a bonafide review) with any credibility. Of course, people saw through the lies and Tesla was ultimately victorious—creating the best selling cars in the world and revolutionizing the automotive industry with electricity and AI. And the BBC? Well, it never recovered. More people than ever are terminating their television license in the UK, which pays for the BBC’s funding, and the network has lost ALL of its credibility. And that’s all thanks to 𝕏. If only they didn’t sabotage Tesla years ago, things might have turned out differently for them. As Elon Musk often says, fate loves irony.

Ian Miles Cheong

369,151 görüntüleme • 1 yıl önce

On the latest episode of Revelations, Jason Cammisa looks back on the life of the Tesla Model S, one of, if not the most influential car of all time. Tesla's first sedan wasn't perfect. But it was an industry game-changer not (just) because it was electric. Not (just) because it was from a startup. Not (just) because it set the stage for the company to create the world's bestselling passenger car. But because it was created using Silicon Valley-style continual iteration. Tesla never stopped improving the Model S — rolling in hundreds, or even thousands, of running changes during its production: both hardware and software. In the end, it shares merely 3% of its parts with the original 2012 Model S, roughly equivalent to 60 years of progress at a traditional automaker. Watch Now:
1:36

On the latest episode of Revelations, Jason Cammisa looks back on the life of the Tesla Model S, one of, if not the most influential car of all time. Tesla's first sedan wasn't perfect. But it was an industry game-changer not (just) because it was electric. Not (just) because it was from a startup. Not (just) because it set the stage for the company to create the world's bestselling passenger car. But because it was created using Silicon Valley-style continual iteration. Tesla never stopped improving the Model S — rolling in hundreds, or even thousands, of running changes during its production: both hardware and software. In the end, it shares merely 3% of its parts with the original 2012 Model S, roughly equivalent to 60 years of progress at a traditional automaker. Watch Now:

Hagerty

56,480 görüntüleme • 3 ay önce

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.
0:28

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

34,323 görüntüleme • 1 ay önce

Ford CEO Jim Farley on why it's so difficult for legacy car companies to get software right & why Tesla’s vertically integrated approach is the right one: “We farmed out all the modules that control the vehicles to our suppliers because we could bid them against each other, so Bosch would do the body control module, someone else would do the seat control module, someone else would do the engine control module. We have about 150 of these modules with semiconductors all through the car. The problem is the software are all written by you know 150 different companies and they don't talk to each other. So even though it says Ford on the front, I actually have to go to Bosch to get permission to change their seat Control software. So even if I had a high-speed modem in the vehicle and and I had the ability to write their software, it's actually their IP and I have 150, we call it the loose Confederation of software providers, 150 completely different software programming languages, you know all the structure of the software is different. It’s millions of code and we can't even understand it all. That's why at Ford we've decided in the second generation product to completely insource electric architecture. To do that you need to write all the software yourself, but just remember car companies have never written software like this, ever, so we're literally writing how the vehicle operates the software to operate the vehicle for the first time ever.” via Everything Electric Show:
1:50

Ford CEO Jim Farley on why it's so difficult for legacy car companies to get software right & why Tesla’s vertically integrated approach is the right one: “We farmed out all the modules that control the vehicles to our suppliers because we could bid them against each other, so Bosch would do the body control module, someone else would do the seat control module, someone else would do the engine control module. We have about 150 of these modules with semiconductors all through the car. The problem is the software are all written by you know 150 different companies and they don't talk to each other. So even though it says Ford on the front, I actually have to go to Bosch to get permission to change their seat Control software. So even if I had a high-speed modem in the vehicle and and I had the ability to write their software, it's actually their IP and I have 150, we call it the loose Confederation of software providers, 150 completely different software programming languages, you know all the structure of the software is different. It’s millions of code and we can't even understand it all. That's why at Ford we've decided in the second generation product to completely insource electric architecture. To do that you need to write all the software yourself, but just remember car companies have never written software like this, ever, so we're literally writing how the vehicle operates the software to operate the vehicle for the first time ever.” via Everything Electric Show:

Sawyer Merritt

1,172,823 görüntüleme • 1 yıl önce