Estimating Tesla's Full HW3‑to‑HW4 Retrofit Cost
hey @grok calculate what it would take for Tesla to cover all costs of HW3 -> HW4 retrofit itself as 'goodwill', including the cameras and all labor. Make two versions: one taking HW3 FSD take rate into account and one for all HW3 cars. Be thorough, arrive at total cost.
Chinese Autonomous Cars Outshine Tesla FSD in Netherlands
“How does Tesla FSD work in 🇳🇱? It's pretty good, but I'm far from impressed, having compared it to driving Chinese autonomous cars in China. Unfortunately for American and German mfgs, brands I drove there (Stelato, Aito, Li Auto) performed much...
Tesla Semi Set for 2026 Volume Production, Optimism Rises
I’ve been critical of the Semi in the past, but I’m becoming more optimistic looking at Musk’s track record of eventually getting it right. The Semi timeline pushed out 7 years late, but I’m confident they wouldn’t ramp production without addressing...
Musk Announces Intel 14A Chip, Raises Major Questions
Musk saying they will use Intel’s 14A process is big news but so many questions…
Elon Predicts Cybercab Dominance, Dampening Minivan Hopes
Question on the call related to future $TSLA vehicles. Elon says most of production in the future will be Cybercab because 90% of miles are with two or fewer people in the car. He mentions the new Roadster is coming next...
Tesla's 2026 CapEx Spikes to $25 B, Far Above Guidance
Tesla CapEx forecast and historic: 2026: $25 Billion (up from $20B guided last quarter) 2025: $8.5 Billion 2024: $11.3 Billion 2023: $8.9 Billion 2022: $7.2 Billion
Tesla Hikes 2026 CapEx to $25B, Forecasts Negative Cash Flow
Tesla’s raised 2026 CapEx to $25 billion from $20 billion and sees negative free cash flow for the rest of the year.
Tesla’s Delivery Outlook Remains Vague, Limited Growth Expected
What about $TSLA deliveries for this year? The comment in the shareholder deck on delivery outlook was not helpful. I'm not expecting much from the call. Here's what the outlook on volume reads: "We are focused on maximum capacity utilization...
FSD Miles Surge 93% Quarter‑over‑Quarter, Subscribers Driving More
FSD subs grew 16% q/q (reported). FSD miles driven grew 93% q/q (looking at the chart in the deck). My take: Hard to believe. Looking for confirmation on the call that FSD miles driven grew that much quarter over quarter. If...
Robotaxi Miles Surge Ninefold in Six Months
Paid Robotaxi miles basically doubled from December to March. $TSLA Looking at the chart in the deck: Sep 25: ~125k Dec 25: ~525k Mar 26: ~1.1m
Tesla's New Outlook Highlights Infrastructure Edge, Possible Terafab Role
The only change in the $TSLA outlook section compared to last quarter was the language: "Capacity build out and ramp related to our multi-year infrastructure initiatives, including AI compute, solar, battery material and semiconductor manufacturing are underway". My take: more infrastructure is...
Tesla Shares Rise as Margin Beats Expectations
$TSLA up 4% in part on automotive gross margin excluding credits (non-GAAP) were 19.2%, vs. 17.5% expectation.
Safety First: Autonomous Tech Must Outpace Driver Recklessness
It's hard to understand some driver's actions but I do look forward to when all autonomous systems prioritize safety over hype and headlines. In this instance, there wasn't much for Tesla's FSD to do as the driver ahead executed this dick...
Rivian CEO Announces R2 Volume Production Launch
Rivian CEO @RJScaringe joins us on Bloomberg Tech today as R2 starts volume, saleable production. 8:10amPST @BloombergTV
Volvo’s Sustainability Chief Discusses Green Mobility Future
Hey all, I'm on another podcast with my pal Craig Cole for GreenCars.com . First episode is now available with guest Vanessa Butani, head of global sustainability at Volvo Cars. You can find the audio version at https://shows.acast.com/greencars-the-podcast/episodes/s2-e1-vanessa-butani-volvo
German Public Truck Charging Gets Cheaper, More Competitive
Truck charging in public becoming more competitive even in Germany 🇩🇪 ⚡️⚡️⚡️🪩🪩🪩 Prices 📉 #alwaysbecharging #elektrotrucker https://t.co/qezy70DVTh
Self‑Driving Cars Will Replace Top Drivers First
Yes. Especially since, the way we're going, the country's worst, most potentially deadly drivers will be the last to be replaced by Waymos (if ever). The first drivers to be replaced by Waymos would be the nation's best drivers.
New GMC EV OS Makes Phone Unpairing Hard
That shiny new 2026 @GMC Hummer EV, and every 2027 GMC EV, has its own, new infotainment OS. Everything's changed. Deleting an already paired phone? Not so easy. Here's how to do it, just for the record: https://t.co/3sDS862tOt #cars #auto...
UWB Chips Stop Key‑fob Spoofing, Secure Cars
Car thieves don't just pick locks to break in. They've also found ways to spoof your key fob's "unlock" signal. No glass broken, no button pressed. But new UWB car security chips fight back with new tech that's tougher to...
Swedish Union Seko Escalates Strike Targeting Tesla Superchargers
New from Sweden: Seko is escalating its actions against Tesla by targeting Superchargers - by blocking maintenance, service, and repair work. They did, however, also drop a great quote on Tesla 👇 Read: https://t.co/tflLe297nO. Great coverage by @Knytanders https://t.co/gnHrfvhsKP
Tesla's Robotaxi Marks Fastest Driverless Rollout Ever
What we have seen from Tesla @Robotaxi is the fastest deployment of driverless vehicles in history.
Rain‑Proof Vision Robotaxis Mark Autonomous Vehicle Inflection Point
Pure vision Robotaxis operating safely in the rain, with no driver or safety monitor. The market is still sleeping on what an insane technical achievement this is. It will be an inflection point in the deployment of autonomous vehicles.
Tesla's Cybertruck Spotted Across Multiple European Countries
lots of Cybertrucks now in Europe it seems, Tesla has them in several countries at once 👀
Tesla's Missed Deliveries Signal Earnings Pressure
$TSLA earnings tomorrow To summarize: Q1 deliveries already missed at 358k vs ~365k est, 50k inventory build, energy storage halved Stock down 11% YTD What's your play for tomorrow?
Color Lidar Marks Fundamental Leap for Autonomous Vehicles
A new color-capable Lidar system has been hailed as a “fundamental innovation” for self-driving car technology. https://t.co/vQ2iRJ7ITo
UK Cuts Red Tape, Lets Curbside EV Chargers Install Freely
NEWS: UK is rolling out a rule allowing households without driveways to install pavement charging gullies without planning permission. Turns out one of the UK's barriers to really widespread EV adoption was ...bureaucracy. https://t.co/mgdzayOFPi
1500km EV Battery Charges in Six Minutes, Ends Range Anxiety
You can now drive an EV from London to Barcelona on a single charge. Think about that: CATL just unveiled a battery with a 1,500km range that charges in 6 minutes That's: >Faster than a coffee break >Longer than almost any petrol tank >The...
Logistics Giant Linfox Powers 16 EV Chargers, 2.3 MW
Electric vehicle uptake has spread much, much further than you'd think. This is a goEV site, for logistics heavyweight Linfox, 2.3MW total, 16 chargers. I think I'll start highlighting these cases every day, would that interest you? 📌 Laverton North (Melbourne), Australia. https://t.co/W3kj5PEXDx
Cybertruck Joins California Residential V2X Program, $4,500 Incentives
EVwire brief: Tesla and PG&E have enabled the Cybertruck to participate in a residential Vehicle-to-Everything (V2X) program in California. ...with incentives of up to $4,500. Details: https://t.co/bvhXnPt1MI.
Volkswagen Introduces Voice AI in China Cars
JUST IN: Volkswagen is launching voice AI in their China-market cars starting later this year.
Emerging Nations Power 80% EV Growth
New IEA data: EV sales in emerging markets surge 80% in 2025 >India: EVs up 75% to record 2.3m EV units sold >Indonesia: 125% increase >Viet Nam: EVs hit staggering 40% share of new car sales >Thailand: EV share of new sales hit 21% >Latin...
Tesla Still Updates 14‑Year‑Old Cars With Software
No other company supports old cars like Tesla. 14 years old and still getting software updates
Only 7% FSD, yet Cyberbeast Hits 87%
This is the lowest FSD percentage I've seen anywhere on @fsd_database Just 7%... but then he also has a Cyberbeast at 87% 😂 @JC70769 https://t.co/HlLlN4v2WH
China’s Auto Export Surge Defies EU Tariffs
The second China shock isn't going to go away on its own, or with half measures -- China's auto exports to Europe, for example, have clearly reaccelerated (even with the narrowly targeted CVDs against battery electric imports) 1/ https://t.co/pdaadEXUrD
Ford Announces Budget EV to Compete with Tesla
Ford CEO confirms affordable EV to rival Tesla Model Y and Model 3 Read on EVwire: https://t.co/FugjL3OJuU https://t.co/ygQgcEpz2T
Tesla FSD Guides Cyclist Across Busy Palm Springs Road
Coming up to a CV/Link crossing in Palm Springs (a 52-mile multi-purpose trail along the Whitewater River to Coachella) with a blinking light signifying they wanted to cross this relatively busy road. Tesla's FSD recognizes it, and lets the biker...
Self‑driving Cars Now Infer Intent, Not Just Objects
A Xiaomi car reportedly flagged a nearby Range Rover as likely undercover police. And that is a much bigger signal than it sounds. What interests me is not whether it got this one case perfectly right. It is what this points to. Cars are...
Zwolle's BYD Buses Power Up at Train Station
Good morning from Zwolle where the BYD buses are charging up at the train station !⚡️⚡️🌶️🌶️🍿🍿 #alwaysbecharging 🇳🇱 https://t.co/apQCjL8j3E
Europe 2026: HYC400 vs HYC1000 Showdown
2026 in Europe might really be about HYC400 vs HYC1000 who should win this "competition" and why? #alwaysbecharging ⚡️⚡️⚡️ photo @charginghero1 📸 https://t.co/fmJb6iss5Z
Suzuki Debuts First Indian Electric SUV Amid Supply Constraints
Suzuki launched its first electric SUV in India, highlighting both EV ambition and supply chain constraints. https://www.metalnomist.com/2026/04/suzuki-e-vitara-electric-suv-launch.html
BMW iX3 Leverages Chinese Tech, Production Timeline Unclear
BMW iX3 featuring tech by Momenta, Huawei AND Alibaba to stay relevant in China - when does China production start?! ⚡️⚡️⚡️ #alwaysbecharging 🍿 🇨🇳 https://t.co/44b6dvQehl
China's EV and Hybrid Trucks Surpass Diesel Sales
In China battery electric trucks and hybrid trucks now outsell diesel trucks for the first time. https://t.co/iprDfUBNG9
First European FSD Car Logged in FSD Database
Ladies and gentlemen... the first European FSD car reporting to @fsd_database thank you @tvanschadewijk https://t.co/DV7uWfWQ7y
Australian EVs Cut Weekly Petrol Use by 13 Million Litres
Fact check: Bowen says EVs save Aus ~15M litres of petrol/week As at Mar2026, Aus fleet: 389,431 BEVS + 125,399 PHEVs = 514,830 Av Aus annual mileage 12100km at 11.1L/100km =1343L fuel🤔 Aus growing fleet of EVs now save Aus 13.3ML/week🤓 Accurate 😎 https://t.co/nAFztCHS6B
Portable MSI EZgo Charger Delivers Reliable On‑the‑Go Power
Got an EV and dreamed of having a smart charger at your home or office? How about one for while you're on the road? The @MSIusa EZgo Portable J1772/NACS EV Charger neatly fits the bill, as I ascertained when I...
Share Tesla’s Live Navigation via FSD Database Link
You can now share the live location and navigation status of any vehicle on @fsd_database Just like how Uber lets you share trip status with friends and family, this will give you a link you can share with anyone to...
All‑Terrain Capability Defines True SAE Level 5
A system that can go anywhere in a wide range of inclement conditions is what I would categorize as SAE Level 5
Compact 2026 Subaru Uncharted Packs Big Power
Finally got around to editing this one. The 2026 @subaru_usa Uncharted was a surprise to drive and I really dug its compact size. Goes to prove small EVs can be backed up by big power. #subaru #subaruuncharted #subarunation #suv #ev ...
Energy Shock Drives Surge in Global EV Sales
"Mother of All Energy Shocks" Boosts Global EV Sales Even Higher Battery electric vehicle sales are growing due to high gas prices and consumers' fear of continued market volatility (otherwise known as "energy insecurity"). https://markhamhislop.substack.com/p/mother-of-all-energy-shocks-boosts
Tesla Skeptics Scramble for Excuses on Robotaxi Rollout
i’m cracking up watching the tesla bears try to come up with excuses for why expanding driverless robotaxis into more cities doesn’t matter