Discover and read the best of Twitter Threads about #FullSelfDriving

Most recents (4)

🧵 The more I think about it, the more I see how Elon Musk's bid for $TWTR creates enormous risks for $TSLA hodlers. There's no synergy. Musk has no business plan except Muh Freedom. He did no due diligence. He made the "offer" by texting $TWTR's board chair. $TSLAQ 1/4
He's going to gut @Twitter's management the way he gutted #Tesla's. $TWTR's general counsel and CFO will suffer.
He says he'll do this by maxing out stock margin, which exposes $TSLA hodlers to enormous downside risk without any positive benfits except to silence/dox critics. 2/4
$TWTR's just one more distraction - a highly politicized one at that - for the narcissistic sociopath.
All for what? To get at a bunch of random nobodies in $TSLAQ? To mock @SEC_Enforcement? And if he backs off, what'll be the excuse? 3/4
Read 4 tweets
Thread on the #Tesla Model 2 Fraud (aka "Fluffy Pillow" h/t @passthebeano)
It's being asked as an earnings call question again. It's simple: Musk LIED. The "Fluffy Pillow" is NOT going to happen for $25k. Musk just hiked the Model 3 SR+ (50 kWh) price to $42k... $TSLA $TSLAQ 1/6
...and that's *with* corner cutting with inferior Chinese LFP cells, killing lumbar adjustments, cheap paint, ersatz chips, not doing brake testing, etc.
Maybe #Tesla can cut $3k more with a tiny battery, but that'd mean a <150 mi. range. Making it a subcompact... 2/6
...might shave only a few hundred in raw material costs. Tesla's cut to the bone. There's nothing left to squeeze.
Elon Musk's strategy behind the #Tesla "Fluffy Pillow" was to use the car as a loss leader. He banked on FSD uptake pushing it into positive margin territory. 3/6
Read 6 tweets
1/ For those wanting extreme granularity for , using @TroyTeslike's Model Y survey and @snowbullcapital's data, here’s a thread of some of the Model Y data thus far (up to VIN 47k).
2/ The most common Model Y trim is the Long Range AWD with Pearl White Multi-Coat, 19” Gemini Wheels, All Black interior, with no FSD (15%). The rarest Model Y Trim is the Performance with Solid Black paint, 21’’ Überturbine Wheels, Black and White interior, with FSD (0.53%). Image
3/ Paint color is consistent between Performance and non-performance Model Ys. Image
Read 8 tweets

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