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Excited for 10/10! Most looking forward to software and app updates for the Tesla robotaxi platform. While the Cybercab should enable a lower cost structure, I don't expect it to be a bottleneck for robotaxi launch. How will launch work? My thoughts: ark-invest.com/articles/analy…

Nuclear Fission v Fusion - A thread. Tech giants fueling the AI boom are reviving nuclear energy, seen in the restoration of Three Mile Island Unit 1. It's also sparking a fission or fusion debate. Our research suggests fusion still faces major hurdles...

Tesla is launching a ride-hail service in 2025...as our research suggested would be the most likely outcome. Read our full Tesla valuation blog: ark-invest.com/articles/valua…

The need for driving a passenger car would be obsolete soon. Future is just to ride.

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This thing gives me RV vibes. Would be sick to see someone turn it into one. And before the range anxiety crowd jumps in, remember: the whole point of an RV is to park and enjoy where you are, not drive nonstop. 😌

I wonder if the audio in the video is as received, since the camera pans to the speaker rather than the listener. But if it was overlaid as received, then it's indeed a buttery smooth call.

“Average players want to be left alone. Good players want to be coached. Great players want to be told the truth.” -Doc Rivers Came across this quote today- I’ve found it to be very true.

Our research points to Tesla having ~100K vehicles in its robotaxi fleet by year-end. On the Q1 call, Elon Musk outlined the ramp: 10-20 vehicles on Day 1, scaling to millions by the end of next year - a plan some view as ambitious, though Tesla's existing fleet size and

This is good for Earth and good for Mars.