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Replying to @wholemars
Saw a car out of the world in my rear view mirror on the ramp of freeway 17 in late 2012 ! Can not believe how beautiful it was ! And had to follow it a bit to try to see the logo ! Then i literally Googled “what car was it with a logo look like a letter ‘T’! That was Dec 2012 !
Its not about sensors, its the ‘brain’ that matters ! #FSD
Video shows a Waymo in San Francisco on I-280 speeding past traffic as the California Highway Patrol performs a traffic break. The Waymo is seen trying to go around the CHP patrol cars, even at one point turning its blinker on. For more information, abc7news.com/19150225/
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Moats disrupted by Ai :
Search moat ! Gone ! GOOG
Office suite moat, breached, impacting MSFT, GOOG
Next might be online ads MOAT ! Who are they ?
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Elon once said OpenAI will eat Microsoft for breakfast, it turns out, it’s Anthropic started the ‘breakfast’first ! The long office suite moat is breached, just like search moat of Google’s!
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Base on Elon, efficiency gains support a 40 kWh Cybercab pack versus the current ~47.6 kWh. Vehicle already exceeds 6 mi/kWh. And new Liquid silver panels planned via reaction injection molding alongside the existing gold finish will change how the road looks like and how we commute and also car ownership!
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Cybertruck production at Giga Texas winds down around mid-2027. Order rate exceeds current output, so Tesla is adding a shift to clear as many as possible before line teardown for Cybercab. 🐂
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Most people don’t know that the best-selling car in the world is the Tesla Model Y.
And the second and third best-selling cars are much cheaper.
Tesla Model Y has been the world’s best-selling passenger vehicle for 3 consecutive years
2023 → #1
2024 → #1
2025 → #1
Model Y alone has surpassed 4 million global sales, while Tesla has now delivered more than 10 million vehicles worldwide
Not just the best-selling EV
Model Y beat every gas, hybrid and electric passenger vehicle worldwide for three straight years
An electric car reaching this scale would have sounded impossible not long ago
Now millions of Model Ys are on roads around the world
I am actually very very sad 😞 today for Cybertruck, it is such an engineering feat to make this car truly amazing ! Really sorry and thankful for the team who put so much of their heart, life and sweat in it ! We will cherish our Cybertruck and keep it forever! And for those on the fence, get one while you still can ! 💔
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Poor tsla fam, we did nothing wrong, but it was a brutal red day !
TSLA -11% to $344. Another political sell-off on top of the AI washout.
Nothing changed in the actual business: FSD progress, Robotaxi rollout, energy storage scale-up, and Optimus path still intact.
The market is pricing temporary regulatory noise. The long-term equation (energy + autonomy + robotics) hasn’t changed.
Conviction holds. $TSLA
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Starlink mobile is coming !
Starlink Mobile is building the first fully-integrated US nationwide satellite and terrestrial network that will keep people connected on their phones no matter where they are. Our 5G base stations will leverage @Qualcomm chips to accelerate deployment, starting in 2027 🛰️📱
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