
Tesla news breaker and 15x Tesla š owner | Event tech M&A advisor | Actual job: @fajansa
Kirkland, WA
Joined November 2008
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If Robotaxi eats Waymoās lunch in Austin then Google might try to outbid SpaceX and acquire Teslaā¦
I spoke with a nice UK couple at our hotel yesterday about AVs. Theyād only heard of Waymo and taken a few rides before. They asked about all the gold cars around town and were shocked by how many they saw. I explained how @TeslaSI powers those gold cabsāan unmatched mind blowing experience.
I suggested they try one when they go out to dinner and showed them the app, saying they wouldnāt want to ride in any other AV again.
Today at the pool I saw them again and they said to me they took a CyberCab out to dinner! They said it felt like science fiction, and they FaceTimed friends back home while in the cab. He told me he now sees how this will change the world and Waymo wonāt be able to survive as more people experience CyberCab for themselves. I canāt say I disagree.
Holy shit! Elon said the SpaceXās compute buildout and related plans point to ARR āsomewhere between $500 billion and $1 trillionā by year-end 2027.
Q3 2026 Financial and Operational Results xitter.cf/i/broadcasts/1PKqrNbLZā¦
Four year anniversary of buying my Tesla Model Y AWD during peak demand.
How much did I pay?
Closest guess (including T+L) gets $4.20 in X Money.
Turns out weāre going to be rich after all, $TSLA expected to hit $4,400 per share in 5 years.
What could @Tesla be worth in 2031? ARKās long-awaited valuation just dropped.
ark-invest.com/articles/valuā¦
Matthew Donegan-Ryan retweeted
šļø 175mph tire blowout in a Tesla Model S on the autobahn šļø
Miraculously no one died.
BREAKING: the Tesla Roadster is actually a Roadster.
(Roof is removable).
Did they forget to show us last night?
Also, itās RWD only.
POD UP: Roadster unveil morning after thoughts + X Takeover
@teslaownersSV @SjvTesla
ROADSTER UNVEIL, X Takeover Recap & Tesla Passes 300 Cybercabs in Austin xitter.cf/i/broadcasts/1AGRnZAwOā¦
Okay so is @JeffBezos going to equip James Bond with a Tesla Roadster? He doesnāt need the Aston Martin product placement money š§
Haters: āI canāt believe the Tesla flying car only seats one! What if I want to fly to school pickup???ā
Configurations
ā Performance: road ready, seats 2
Active aerodynamics & multi-mode suction system for next-level performance on & off the track
ā Thrust: race ready, seats 2
Multi-mode suction system paired w/ rear-mounted cold-gas thrusters that enable 0ā60 in <1 second
ā Rocket: air ready, seats 1
Multi-mode suction system plus perimeter-mounted cold-gas thrusters supporting forward & upward acceleration plus lateral rotational movement. So...yes, it can fly
Range >300 miles
Top speed up to >230mph (Rocket)
0-60
Performance (<1.6)
Thrust (<0.9)
Rocket (<0.59)
Reserve now ā
Tesla.com/Roadster
To be clear, I donāt think Tesla joining Google would be a better fit or the preferred outcome.
But as a Tesla shareholder, my goal is to receive the greatest return on investment. If this is not your goal, you are not investor, you are a fan. Thereās nothing wrong with that, but you will have a different priority.
If Tesla is going to be acquired, I want multiple bitters.
Alphabet, Amazon, Apple, Meta, and Nvidia would all be welcome bidders to drive the price up.
Attending IMEX America means 25,000+ steps per day. New J. Lindeberg x @fajansa boots = feet happy
@imex_group @imexamerica
BREAKING: @zoox is now available at LAS VEGAS airport!
Iā canāt wait to test it out next month during @IMEX_Group IMEX America
Zoox said in a statement:
After several months of testing and employee service, Zoox is now open to the public for trips to and from Harry Reid International Airport (LAS), our first airport service! Whether youāre headed from your terminal to the Strip or catching a flight home, Zoox now offers an easy way to move between the airport and the city.
Our friends @DougDeMuro and the @carsandbids pod hosts discuss Teslaās new Supercharger emergency breakaway feature.
Never missing a chance to trash Tesla, here are their thoughts:
ā¢"Tesla drivers are the least detail-oriented humans on the planet."
ā¢"The average Model Y person has ran over someone without realizing. They accidentally committed hit and run.ā
ā¢"So Nick, don't get a Tesla. You have to do the calculus of do I want to get shot and hope my health insurance covers it or do I want to drive away and hope I can afford the repair bill? Got to pay Uncle Elon."
The totally unbiased @DougDeMuro happened to go on @X for the first time in 1.5 years and saw our discussion on his Tesla Roadster predictions. His response:
- X is a shadow of its former self and the opposite of free speech or discourse at all.
- much of our discussion is driven by bots
- āif it flys, Iāll eat my shortsā
- āitās never going to come to market, weāre just going to make promises about what the future will hold.ā
- āRemember with the
@Cybertruck where they promised it would get FSD, but you had to get it without it and then they'll update it later. Then it like never came for peopleā
@carsandbids
š A record 24 Cybercabs spotted in @Teslaās @robotaxi lot in Bellevue, WA, double the number just one month ago.
A @Waymo Zeekr was spotted two blocks away.
Both companies will vie for the lucrative Seattle rideshare market, home of the worldās highest rates!
Even more Cybercabs in Bellevue, WA.
Seattle is the worldās most expensive Uber market and @robotaxi is going to dominate the market here.
Itās all about the chips
You should lease part of it to @Fritolay to make chips
M&A activity in the live events space keeps getting hotter as PE invest heavy in AI resistant businesses.
Woah Informa just bought Clarion Events from @blackstone for £2.24bn.
Blackstone paid £600m in 2017.
In the age of #AI, Informa is going all-in on live events, raising £940m in equity, and spinning off Taylor & Francis.
The totally unbiased @DougDeMuro happened to go on @X for the first time in 1.5 years and saw our discussion on his Tesla Roadster predictions. His response:
- X is a shadow of its former self and the opposite of free speech or discourse at all.
- much of our discussion is driven by bots
- āif it flys, Iāll eat my shortsā
- āitās never going to come to market, weāre just going to make promises about what the future will hold.ā
- āRemember with the
@Cybertruck where they promised it would get FSD, but you had to get it without it and then they'll update it later. Then it like never came for peopleā
@carsandbids
šļø 2 weeks until the @Tesla Roadster launch and @DougDeMuro says heās āover it.ā
Letās see how that agesā¦
Dougās co-host @theryanlopez promises to come on X and defend Doug.
Iām actually a long-time fan of @DougDeMuro. Pre-pandemic, I had seen every single one of his videos, enjoyed his articles on Deadspin, and followed him to Autotrader. I love his style.
So here are some requests for Ryan to ask Doug:
⢠Please review FSD. Doug has repeatedly claimed every modern car has equivalent ADAS functionality. Letās see if thatās accurate.
⢠When reviewing non-Tesla EVs, he often compares them to other non-Tesla EVs but fails to compare them to the worldās best-selling EV. Why?
⢠Review the original 2012ā2015 Model S. Doug has ignored this car and said heād review it once you can buy one for $10k, which is now the case.
⢠Dougās recent review of the new Model Y was of the most basic version. Why not review the Performance or Premium trim of the worldās best-selling car?
⢠Review the 2027 Model 3 Performance and compare it to its German rivals.
⢠Review the 2027 Cyberbeast or Standard Cybertruck. There are a massive number of changes over the Foundation Series he reviewed almost three years ago.
⢠Accurately share the Cybertruckās market value. Doug has said these used to cost $200k, that you can now get one for $50k, and that they will be $35k next year. This is totally false, and itās proven by @carsandbidsās own sales results. After the car launched, there were about three publicly shared purchases above $200k, but every buyer had the option to order one direct from Tesla with $0 markup and take delivery within about six months. The cheapest AWD Cybertruck to ever sell on your site was $64k after fees, and trade-in values for the original $79,900 MSRP trucks are above $70k.
šš Criminal records himself vandalizing a @Tesla in Seattle! šš
A man attacked a coupleās car after watching them leave their vehicle. He records himself during the brazen attack against Tesla and @elonmusk.
If you recognize this person, please contact @SeattlePD


















