Tesla, FSD & günstiger Strom aus erster Hand ⚡ Folgt für Updates zu Robotaxi, Laden & PV.
Joined August 2023
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Pierre Christian retweeted
Introducing Mini 2, the next-generation portable Starlink. Get up to 4.5 hours of connectivity on a single charge with the quick-swap battery, or plug in with USB-C.
With built-in Wi-Fi, all you need is a clear view of the sky to get online in 60 seconds.
Preorders are now open by invitation in the US. Be the first to know when it's available → starlink.com/mini-2
Pierre Christian retweeted
This is so far from reality. They are just replacing Uber.
I keep seeing people say, “Everyone thought Elon Musk was crazy when he wanted to build electric cars and reusable rockets, too!”
But these are NOT the same thing.
When Elon was pushing electric cars, he was challenging the idea that EVs couldn’t compete with gasoline vehicles.
When he was pushing reusable rockets that could land themselves, he was challenging the idea that rockets had to be disposable.
Both were engineering challenges that could be solved through innovation.
But claiming that autonomous vehicles will eventually eliminate the need for personal car ownership is an entirely different argument.
That’s not just an engineering challenge. That’s a prediction about human behavior.
People don’t own cars simply because they have to drive them.
They own cars for convenience, freedom, privacy, flexibility, personal preference, and the ability to go wherever they want, whenever they want.
Self-driving technology could absolutely revolutionize transportation. I believe it will.
But there’s a MASSIVE difference between making cars that drive themselves and convincing the world that nobody will want to own one.
Just because Elon proved people wrong about EVs and rockets doesn’t mean every prediction he makes about the future is automatically correct.
Pierre Christian retweeted
Here’s the full interview of @elonmusk with Ron Baron
0:13 - Exciting times ahead
0:21 - First principles and TerraFab
2:18 - Chip fabs geopolitical risk
5:51 - Terawatt scale ambition
6:14 - Trillion dollar phased build
7:36 - Why others don’t improve
7:49 - Austin research fab iteration
10:49 - Culture of speed and ideas
13:48 - Walking the floor hands-on
15:39 - Data centers pitchforks
16:44 - OpenAI origins Anthropic
18:09 - Building data centers fast
20:01 - Revenue exploding Jose meme
23:16 - Model Y best in China
23:28 - China ownership exception
24:50 - ARR to five hundred billion
27:45 - Digital AI economy boost
28:21 - Robotics five times productivity
30:10 - Rent robots not sell
30:41 - Memphis community benefits
32:55 - Data centers in space
33:35 - StarMind and space power
36:26 - Cost to orbit history
36:52 - Falcon nine reusability limits
39:09 - Hourly launches Starship size
40:25 - Chopsticks and heat shield
44:30 - Starship unlocks Starlink
46:49 - Agentic traffic thousand times
48:09 - Starlink V3 bandwidth explosion
51:26 - Spectrum and telcos
52:43 - Satellite replacement cycle
53:17 - Laser links hundred times
53:55 - Competing with China power
55:37 - Space intelligence advantage
57:19 - Demand from superintelligence
58:02 - Universal high income future
1:00:43 - Legacy contribution
Pierre Christian retweeted
With Powerwall & Wall Connector, Smart Charging looks at your solar, home goals & driving needs, then automatically charges your EV at the best times
2 modes:
– Savings Mode: unlocks Low-Cost Charging which factors in solar production & utility rates
– Self-Powered Mode: unlocks Charge on Solar which sends excess solar energy to your vehicle instead of back to the grid
Now compatible with any EV – part of Tesla Home in your app
Pierre Christian retweeted
Berlin Tesla Engineering Center opens today
From permit to operational in under a year, it brings 4 engineering sites onto 1 campus w/ 30 different labs in Köpenick, 30 minutes from Giga Berlin
With our 3rd hub of this kind after Fremont & Shanghai, we’re combining materials, powertrain, vehicle engineering & validation under one roof – enabling a short feedback loop between development & ramp
Pierre Christian retweeted
High utilization = affordable Supercharging
Rare waiters = dependable travel
Pierre Christian retweeted
“FSD is revolutionary – a step change in what it means to drive. I don’t think any other car at a similar price comes close. It’s the best car I have ever owned.”
Thoughts on Owning a Self-Driving Tesla - marginalrevolution.com/margi…
Pierre Christian retweeted
A ‘hello world’ milestone for Project Suncatcher 🚀
After launching our prototype satellite a few weeks ago, we’ve now successfully sent a command up to orbit, booted up the TPU, ran the prompt, and received our first complete response back on earth - a haiku!
Pierre Christian retweeted
Here's my estimate for Tesla's driverless Robotaxi business through 2027, built from a 20,000-run Monte Carlo that comes very close to my own thinking. In the base case Robotaxi brings Tesla about $900M of revenue in 2027, with a low case near $350M and a high case around $2.5B. I put the odds of topping $500M at nearly four in five, and topping $1B at a little under half.
The real story is the ramp through the year. Quarterly revenue in the base case climbs from about $18M this quarter to roughly $540M in Q4 2027, an exit run rate near $3B a year, and the high case exits closer to $11B. On profit contribution after fixed network costs (before FSD R&D and corporate overhead), the base case runs at a small loss through Q1, breaks even in Q2, turns profitable in Q3 and reaches about $300M in Q4 2027.
The two things that move the outcome most are how fast Tesla grows its own fleet and how quickly regulators open new cities, with customer-owned cars joining from around Q2 2027 driving the upside. The fleet, mileage, fare and cost inputs are my assumptions, since Tesla doesn't disclose them, and I'll track this against actuals every quarter through 2027.
Pierre Christian retweeted
Your heat pump is one of the biggest electrical loads in your home
Heat Pump Optimization allows your Powerwall to boost heating when there's surplus solar or energy is inexpensive, helping you save money when rates are high - available with Powerwall 3 & Powerwall 3P in Europe
Pierre Christian retweeted
One of the biggest U.S. suppliers of cobalt isn't a mine. It's Redwood, turning end-of-life batteries into a domestic supply of a critical mineral.
Pierre Christian retweeted
The future has arrived
Our Robotaxi vehicle lineup now includes Cybercab, our first purpose-built autonomous vehicle without a steering wheel or pedals - launching now in Austin, Texas
Designed for safety, accessibility and comfort, Cybercab is bringing autonomy to everyone and every ride
