Long time Tesla hater Lora Kolodny is out with a story saying @elonmusk redirected Nvidia chips from Tesla to xAI. I can tell everyone is going to be talking about this one, so let's dig in.

The first thing to know about Lora is that she has been working closely with Tesla short sellers like my stalker Aaron Greenspan for years. She even helped spread accusations that I had child pornography when Tesla shorts were trying to smear me back in the day. Everything she writes should be taken with a huge grain of salt and she has often been wrong in the past. This time is no different.

Lora's evidence for this story is an internal Nvidia memo from December 2023 which said "Elon prioritizing X H100 GPU cluster deployment at X versus Tesla by redirecting 12k of shipping H100 GPUs originally slated for Tesla to X instead. In exchange, original X orders of 12k H100 slated for Jan and June to be redirected to Tesla"

The conclusion she draws from this is that Tesla is being ripped off at the expense of xAI. But it is already June now, so both companies have received the 12k GPUs. While she assumes that this is because he hates Tesla and wants to prioritize xAI, this is an assumption that excludes several more benign possibilities. For example, it's possible that Tesla was still setting up some of the existing H100s they received and were not ready to take delivery of more. It's possible that Tesla was under margin pressure and needed to spread out delivery over a longer time period to minimize the impact on cash flow. While many will rush to say Elon made a decision to harm Tesla we don't know all the factors that went into this decision and I'm not going to assume the worst just yet.

She then points to a memo that says their $10 billion in AI spending "conflicts with bookings and FY 2025 forecasts". But the Nvidia staffer who wrote the memo didn't realize that that $10 billion includes spending on Tesla's car inference computers as well as their own in house Dojo supercomputer.

Another point worth considering is that Tesla will use xAI language models in products like the Optimus robot and their in car voice assistant. Grok 1.5 vision looks like it could have powerful self-driving applications as well. So it is not just xAI vs Tesla — the models being produced will actually be useful to both companies.

From what I've heard, Tesla is building out training compute massively and is no longer as compute constrained as they were in the past. They have close to 40,000 H100s and are planning to expand to 85,000 by the end of the year. In addition their in house Dojo supercomputer is now in mass production and expanding rapidly.

From what I have heard from my sources at Nvidia, Tesla has ordered over 100,000 H200s from Nvidia that they will be taking delivery of over the next 12 months. Deliveries have already started.

Ahead of the vote on Musk's compensation, Tesla short sellers and their allies like Kolodny will be doing their best to make sure you hate Musk and think that he is ruining the company. The reality is that nobody except Musk could have pushed the company to deliver FSD 12.

Sadly many people will believe this story and repeat it as fact. But I have read Lora's story and see no solid evidence that Tesla isn't getting enough delivery chips because of xAI.
Tesla likely has more training compute than xAI live today, and between their large Nvidia orders and Dojo there's a good chance they could actually stay ahead of xAI. They are not slacking in building out their training compute in the slightest

Wow so you’re telling me that not only did this guy sell more EVs than any other automaker on Earth in 2023, launch 80% of payload to orbit

But he did it while on LSD, cocaine, ecstasy & ketamine? Just when you thought the guy couldn’t get more impressive

what a dumb smear job

Elon is right. The advertisers who pulled out of X should go fuck themselves.

This whole saga is everything wrong with this country today. We face real problems as a nation. Massive problems.

But instead of actually doing anything about it, we’re obsessing over trivialities. Celebrity gossip. Virtue signaling. I’m taking a stand against Elon Musk’s tweet! He’s so anti-semitic!

Give me a fucking break. You’re not helping anyone. You’re not making anything better. You’re just shitting on those who are actually trying. Trying to twist their words and smear them, not out of a desire to help the jewish people, but just because you don’t like him.

Instead of rebuilding America for a new century, we’re tearing each other apart.

Reject cancel culture. Let people speak. Let people say dumb shit and make mistakes without shitting your pants constantly.

And when you see companies doing this shit — caving into the woke mob, surprising free speech — stop supporting those businesses. Give them a taste of their own medicine.

If we lose our ability to speak our minds, we lose the ability to make things better. And when Elon visits Israel — bringing more attention to an important conflict than ANY of these clueless journalists have done — they shit on him for that too.

“Oh, he just has to go because of his tweet, to win the advertisers back! Apology tour!”

Fuck the advertisers. If they were willing to do this once, they will do it again the next time Elon tweets something people get their panties in a twist.

That’s all he was saying. He didn’t go there to win those dumbasses over.

A lot of people talk about the rise of Chinese EVs, particularly BYD, as they start exporting more cars around the world.

In this thread, let's go down this list of the top 20 best selling EVs in the world in September and learn about them. Up first is my favorite, the Tesla Model Y.

Starting at $44,000 in the U.S. and RMB 263,900 in China ($36,263 USD)

This isn't just the best selling EV in the world, it's the best selling car of any kind. It's fast, it's fun, it runs FSD.

121,258 units sold in Sept. 1.46M/yr

Friends, please join me in this Toyota solid state battery thread starting in...

2010 2011

There’s going to be some major drama at Toyota’s annual shareholder meeting next week.

One proposal demands the company disclose more about it’s climate-related PR activities. Another group of shareholder activists are urging people to vote against Akio Toyoda as board chairman two of the largest US pension funds have already voted against the election of the chairman

Long time Autopilot alarmist Faiz Siddiqui has a new article out claiming that Autopilot has been involved in 736 crashes.

But Autopilot is the most widely used driving automation tech in the world. Is it really crashing more than humans? Let's do some math in this thread. Now, this isn't just me objecting to how the data is presented as an Autopilot user. NHTSA is crystal clear about the limitations of this data in the very report WaPo is mentioning.

Summary incident report data are *NOT NORMALIZED*.

Nine people were shot in San Francisco last night around 9 PM, SFPD reports.

A Cruise self-driving car stopped in the middle of the road, blocking access. A police officer could be heard shouting at the car to move. Here’s the cop yelling at the cruise

I grew up in California. Since the Bush era, democrats were “the good guys”. I voted for Obama, Clinton, and Biden.

But despite this, i’m disturbed by the increasingly forceful dogma of the left. These ideas have come to dominate our culture and media and cannot be questioned. We live in an era where people can no longer speak their mind without consequences.

A time when simply liking the wrong tweet is enough to take away your job, your livelihood or label you as a pariah. Racist. Sexist. Homophobic. Xenophobic. etc

When $TSLA skyrocketed during the pandemic, it was a lot of fun

But the subsequent correction has turned the retail shareholder base into a bunch of soggy noodles. Constantly living in fear of tomorrow’s price action, angrily holding the bag, forgetful of what Tesla is all about After this correction, Tesla has a market cap of “only” $527 billion. Shares have appreciated “only” 723% in the last five years.

Frankly the stock could fall by half again and people could still make the argument that the valuation is rich relative to earnings

Today, Tesla Vision powers active safety features that prevent crashes every day. These are the best safety features ever shipped in a car.

The FSD Beta, while still requiring supervision, can already do complete drives without human input in many cases.

It’s already amazing And yet people constantly dismiss this incredibly important work as meaningless because “when autonomy”.

If this was all that would ever ship, it would still ev worth it. But it’s not. They are setting autonomy as the goal and making more progress than anyone else.

I always laugh at the people who say "How can the latest FSD Beta be good, you said the last one was good too!"

Yes, the first time by Tesla read traffic lights and stop signs on legacy autopilot it was amazing. The first time it made right and left turns was amazing. And as it… twitter.com/i/web/status/1… And it's not always great 100% of the time. People always conveniently forget about the times when things didn't go so well.

https://twitter.com/WholeMarsBlog/status/1503875498870333443?s=20

I love what Tesla is doing with their customer loyalty benefits.

If you refer someone to order a Tesla; you get 2,000 Tesla credits. The person who buys the Tesla also gets 1,500 credits.

But if you use your own referral code, you get 3,500 credits. You can actually get some really cool stuff with these credits, and you can pick the stuff you want which is cool or save up points for something bigger.

For example, 3,000 credits could get you over 1,000 miles of free road trip driving!

Imagine you’re shopping for an apartment building as an investment. Tesla has this massive beautiful building with tons of tenants, and they’re making a good profit.

Meanwhile over at the Rivian building, nobody is paying their rent and the building is losing money.

https://twitter.com/speenuh/status/1657968011855409153

You might say “wow that Rivian building looks so cheap” but it’s cheap because it’s losing money. Everyone living there is happy, but you’re going to have to raise the rent and piss them off to keep the building from collapsing due to lack of maintenance

One of the most bullish / exciting things I've seen on Tesla Full Self-Driving Beta 11.4.1.

It detected the pedestrian, but rather than slamming on the brakes it just proceeded through like a human would knowing there was enough time to do so. it started slowing a little bit in case it decided it needed to brake but saw it was safe to proceed

Palos Verdes to West Hollywood on Tesla Full Self-Driving Beta 11.4.1. 80 minutes of driving with 1 takeover due to failure to yield to traffic cop's hand signal.

Soon people will be saying "Remember when we had to drive?"

4K: The takeover happens at around 8:08. This is my first takeover on FSD Beta 11.4.1! It is pretty hard to find a scenario that requires that. Will post the 1x speed as soon as it renders.

Let's examine Tesla's FSD package pricing. 🧵

Adding FSD onto the lease of a base Model 3 adds $202 to the lease cost, by Tesla's estimates.

If you select a loan, it adds $246 a month to the cost of the loan. Meanwhile an FSD subscription costs $199 per month.

$15,000 / $199 = 75 months, or 6 years and a quarter

You'd have to subscribe for $199 a month for 6 years and a quarter before it added up to the cost of buying FSD. That's longer than most people keep their car.

These Lucid earnings call questions are absolutely brutal.

Do you think they’re actually going to read that out and make Rawlinson answer it? 🤣 $LCID they report on Monday

Many people are working on building a self-driving car, but Tesla is building technology that could turn any ordinary car into a self-driving car — including millions of existing Teslas.

A lot of people don't understand the difference, but it's massive.

The above video shows a Tesla using just computer vision driving for half an hour with zero takeovers required in rush hour traffic in San Francisco.

Hundreds of thousands of people are now using this software daily.

Raw 1x speed footage:

Elon musk convinced people to pay over $1000 a month for a Golden checkmark twitter.com/i/web/status/1… this guy is the embodiment of can sell ice to Eskimos

Today Model 3 and Model Y are Tesla’s entry level products, so they need to be priced affordably for Tesla to deliver volume growth in this economy

However, when Tesla’s next gen platform launches at ~half the cost, 3 & Y can take a more premium focus to differentiate the lineup The Tesla $25,000 Robotaxi / compact may be their first car. As they get out of college maybe they move up to a 3 or Y or Cybertruck. If they do well for themselves they can get an S or X or roadster

the lower priced cars actually drive sales of the higher end products