This guy had 40,000 miles on FSD
The first time it “let him down” was steering him in front of an oncoming train
There are so many bulls that brag about X miles without an intervention
Even at 40k, it might kill you next mile
People can’t get this through their heads
Terrifying moment self-driving Tesla crashes through barrier, missing train by seconds trib.al/u6zVoYQ
It’s a failure
What you see in your car doesn’t matter
Tesla was supposed to scale faster than waymo
It can’t
If the company could actually provide plans and execute against them, you could look past this chapter
They can’t. At all.
They have no clue what they’re doing
Tesla isn’t gonna 10x from here
No one has a coherent story of how that would even happen
It’s a ponzi
I don’t recommend anyone go all in Tesla stock like me. You won’t have the patience to hold for years. Buy safer stocks that go up 30% every year like Apple, Microsoft, etc.
We are waiting for Tesla stock 1000% moment
We are waiting for that one moment in history
We don’t even know if it will come true
It could be 2050
If we are correct then we found the best company on the planet #tsla
Today seems like a good day to give up on $TSLA
Elon’s a liar. Just admit it and move on with your lives
TLDR
Today: “holy shit v14.3 is here!”
Curated fanboys tomorrow: “our minds our blown!!!”
Broader audience in a week / month: “yeah, it still has issues”
Smaller audience in a week / month: “it’s worse than v14.2”
Elon in two months: “v14.4 is gonna be so sick bro”
$TSLA
A lot of banks can be honest now that the SpaceX IPO is out of the gate
JP Morgan out with a sell rating on Tesla -- looking for the stock to plunge 60%.
Why:
"With expectations for Tesla performance having collapsed for all financial and performance metrics across all time periods through the end of the decade, the +50% rise in $TSLA shares and +32% increase in analyst price targets as this collapse has taken place implies an expectation for a sharp pivot to materially better than earlier expected performance in the time beyond this decade — we advise investors cautiously approach this expectation within the context of both execution risk and the time value of money. Investors should in our view be mindful when assessing the implied inflection higher in Tesla performance starting sometime beyond this decade (when results are presumably expected to begin tracking materially stronger than earlier expected, in contrast to materially weaker than earlier expected)."
$TSLA will never hit $400 again
Tesla is moving slow enough @wholemars could’ve crocheted this tweet over the last few months
HA! Only one unsupervised Robotaxi? What a joke!
HA! Only two unsupervised Robotaxis? What a joke!
HA! Only three unsupervised Robotaxis? What a joke!
HA! Only four unsupervised Robotaxis? What a joke!
HA! Only five unsupervised Robotaxis? What a joke!
HA! Only six unsupervised Robotaxis? What a joke!
HA! Only seven unsupervised Robotaxis? What a joke!
HA! Only eight unsupervised Robotaxis? What a joke!
HA! Only nine unsupervised Robotaxis? What a joke!
HA! Only ten unsupervised Robotaxis? What a joke!
…
Greg Bellini retweeted
Turns out private investors are really bad at math, particular those investing with Elon.
@X global sales ere expected to be $2.2B in 2026, downtown from $4.5B before Elon bought it.
Meanwhile, @xai only had $0.5B in sales in 2025, and hopes to get to $2B in 2026, but is burning $10 billion in expenses. And they are making no headway against @AnthropicAI , @OpenAI , @GeminiApp or other AI models. They are in last place, and that doesn’t appear poised to change anytime soon.
So the combined entity has less revenues than when Elon bought it for $44 Billion, and is burning $10 billion a year in negative cash flow while making no headway in the AI race; Yet @SpaceX paid $250 billion for xAI? That is 100x trailing sales, for a company with no hopes of breaking even in any forecast period.
Essentially, SpaceX shareholders got massively swindled, bailing out Elon for an incomprehensible valuation and no synergistic benefits. I mean what does this platform have anything to do with launching rockets (bitcoin memes excluded)?
Now turning to SpaceX, they had $16B of revenues in 2025 split by $10B for @Starlink and $5B for rocket launches. For 2026, revenues are expected to be ~$20B representing just 25% annualized growth. Thanks to Starlink the company generates $8 billion in profits.
The obvious question is how do these numbers support a $1 trillion valuation? Easy answer is the don’t. Moreover when you combine SpaceX and xAI revenue we’re $20 billion with zero profits in 2025 with an expected future growth rate of 25%.
Now Elon gets to find out if public institutional investors are quite as gullible as he is asking $1.75 trillion valuation on those numbers. That’s 80x sales for an unprofitable company growing the top line 25%.
Elon knows this is stupid and is already aiming to allocate IPO shares to “retail investors”, because institutional investors are going to take one look at the S-1 and instantly have WeWork flashbacks, and they are going to balk. As an aside, I wonder if Jeffrey Epstein shows up in the company risk section.
Anyway, the real move here is not an IPO anyway, it’s a merger with @Tesla. A SpaceX/Tesla combination would finally give Elon on a controlling stake as he would be able to convince his Tesla shareholders that SpaceX would have been valued at $1.75T and issue stock in the deal. This would also trigger Elon’s goat new pay package, giving him even more shares and pushing him above 50% ownership of the combined entity.
This is the real Endgame here. Elon just saw his private SpaceX shareholders will do whatever he wants and now he’s going to try the same magic on his Tesla shareholders, who all evidence shows are a zealous cult that has no problem believing Elon can deliver FSD, Robotaxis, and robots; none of which he has been able to do despite years of claims that breakthroughs were right around the corner.
The risk is that it will quickly become clear that the combined entity can’t justify a $2T valuation, let alone a $200 billion valuation, and with no other big shiny objects on the horizon, the house of cards will likely collapse and Elon will be exposed as the clothes less emperor.
$TSLA $TSLAQ $SATS @BradMunchen
Waymo has added 200k weekly autonomous rides since $TSLA launched their “robotaxis”
They added 100k in the last month
Has Tesla done 1k unsupervised rides in their history?
If they’re going to dominate this market, when are they planning to catch up to this growth?
There was always this dumb confidence on the part of Tesla bulls that timelines didn’t matter
Eventually it’d happen and Tesla would own the market
“Elon may be late, but he always delivers”
I don’t think those people really understood how business works
NEWS: NVIDIA has announced that BYD, Geely, Isuzu and Nissan will use the company's DRIVE Hyperion platform to develop level 4 autonomous vehicle programs.
Nvidia also introduced Alpamayo 1.5, "an upgrade that expands NVIDIA Alpamayo — an open portfolio of AI models, simulation frameworks and physical AI datasets for building safe, transparent, reasoning-based AVs — with an interactive, steerable reasoning model."
Jensen Huang: The autonomous vehicle revolution is here, the first multitrillion-dollar robotics industry. Everything that moves will eventually be autonomous. The NVIDIA Hyperion platform and our Alpamayo open reasoning models give vehicles the ability to perceive their surroundings, reason through complex situations and act safely, making scalable, level 4 autonomy possible.”
Babe, wake up
It’s 2026
Waymo does 500k rides / week
Tesla robotaxis barely exist in a tiny geofence and still need interventions
The fanboys are penning manifestos defending vision only
They’re “winning” on “smoothness.” No one else cares
It’s hilarious and beautiful
Tesla’s decision to focus on pure vision will go down as the most important strategic decision in their history, and it’s crazy that so few people have grasped that yet.
Just go take a ride in both. The Tesla is smooth and human like. Once you’ve experienced it, you’ll start to notice how slow and jerky the Waymo is. The reason the Tesla drives better is because of the massive dataset enabled by computer vision sensors in every car.
To the extent LIDAR is useful, you can always layer that on top of the pure vision system that is already safe enough to drive the car on its own. You’ll mop the floor with anyone who requires multiple sensor modalities and can’t drive if any of them go down.
Waymo is giving millions of rides, but they’ve driven about 200 million miles. Tesla Self-Driving has been used for 8.5 billion miles, making it by far the most used self-driving software in the world. They’re also now operating without a driver in Austin.
The goal isn’t millions, it’s trillions of miles traveled a year. Good luck getting there with a car that is 3x more expensive and has yet to turn a profit. Good luck scaling to South America, Asia, and Africa with a car that costs $75,000 and requires you to shoot out laser beams constantly.
Less is more. Layer on whatever additional sensor modalities you want to the extent it improves anything, but people don’t realize how powerful it is to have a single end to end model that can drive more safely than a human even if all the sensors go out except the cameras.
If the cameras go out you can’t drive the car anyway, even with LIDAR, because you need to be able to see traffic lights, signs, etc. Computer vision is both necessary and sufficient for fully autonomous driving. Adding anything extra as a requirement just holds back the technology from scaling and stopping many preventable deaths and injuries.
It’s the freakin weekend baby I’m about to
Not be able to go anywhere in Austin using $TSLA robotaxis because it’s a made up stock pump
