Pinned Tweet
Things Tesla will "never" do:
•✅Model X
•✅Gigafactory
•✅Model 3
•✅European homologation
•✅Model Y
•✅Build a factory in one year
•✅5 year (now 8) CAGR of 50+%
•✅Make a profit
•✅Pay its debt
•✅4680 cells
•✅Semi
•✅Cybertruck
•Roadster
•FSD
•Robot
Carsonight retweeted
I have laid it out many times, but here again:
No consulting or employment with Tesla and SpaceX. Not now, not in the past.
Nor any indirect ties to both, not now, not in the past.
My day job is helping entrepreneurs immigrate to the United States, completely unrelated.
I am a 99.99% TSLA and 0.01% SPCX retail shareholder, that's all.
Earn up to $1k / week by posting on X and publish all key numbers so people can see that there are no shenanigans.
Have a $1/month subscription on X, all that money goes to the charity of choice of the subscribers.
Herbert pays me occasionally a hotel room when we travel to Tesla events (no joke), that's all I get for talking on his channel.
Anything else?
unavailable
Carsonight retweeted
How @TeslaCharts deceives you
Part 1: xitter.cf/TeslaHistorian/status/…
Part 2: xitter.cf/TeslaHistorian/status/…
Part 3: xitter.cf/TeslaHistorian/status/…
Part 4: xitter.cf/TeslaHistorian/status/…
Part 5: xitter.cf/TeslaHistorian/status/…
P6: xitter.cf/TeslaHistorian/status/…
P7: xitter.cf/TeslaHistorian/status/…
P8:xitter.cf/TeslaHistorian/status/…
HOW @TeslaCharts TRICKS YOU?
Part 8: The Passion of the FUDster
@Teslacharts on the QTR podcast:
"One of my passions in life was to visualize complex data."
"I try to distill complexity to simple visuals because numbers often don't tell the story and most people are very visual"
One of the main @TSLAQ, constantly claiming Tesla is a fraud, was outed as a fraud. You cannot make this up.
👀 WHO IS THE HUCKSTER? 👀
Keith Watson aka @Teslacharts Practivist Investors LLC in Midland, Michigan received a PPP loan of $14,334. Jobs: 1 federalpay.org/paycheck-prot…
Business was certainly ⬇️ for Keith in 2020 as the value of $TSLA shot higher? Missed the fraud in $NKLA $RIDE
The point is they live under two different sets of laws, in the largest Muslim population country on Earth.
Carsonight retweeted
Tom Mueller, the founding propulsion engineer of SpaceX who designed the Merlin engine that powers the Falcon 9, once described his first meeting with Elon Musk. It was at a backyard barbecue in 2001. Mueller was building rocket engines in his garage as a hobby. Elon heard about the garage rockets through a mutual friend and showed up at the barbecue specifically to meet him.
Mueller expected small talk. He expected a rich guy who thought rockets were cool and wanted to fund a hobby project. What he got was a 30 year old who started asking technical questions about turbopump design within the first 5 minutes of conversation. Not surface questions. Specific questions about injector patterns, combustion chamber pressure ratios, and propellant grain geometry that Mueller had never heard a non engineer ask.
Mueller said later that the conversation lasted 3 hours. They stood in a backyard in Los Angeles while a barbecue went cold and a party continued without them. By the end of the conversation Elon had convinced Mueller to leave his job at TRW, one of the most prestigious aerospace companies in the world, to join a rocket company that had zero employees, zero rockets, and a founder who had made his money from the internet.
The Merlin engine that Mueller went on to design in that partnership is the most reliable rocket engine in the world. It has launched over 300 times with a success rate that exceeds any engine in aerospace history. The Falcon 9, powered by 9 Merlin engines, is the most launched rocket on earth.
The most successful rocket engine in history was conceived in a conversation between two men at a backyard barbecue. One had the physics. The other had the audacity. The barbecue went cold. The partnership changed aerospace. And the party that continued without them has no idea what it missed.
Anybody who doubts the reality of the Tesla Semi, you can put those doubts to rest. Adam Wingfield is the editor/director of FreightWaves, and industry newsletter. I have driven truck for a living. He has probably forgotten more about trucking than I have ever known.
youtu.be/r40-7gM4MAo?is=DxIB…
"Tesla's Share of China's BEV Market"
@BradMunchen STILL does not understand the difference between quantity and quality.😏
I called him out on false claims made about Tesla and BYD, and he responds with juvenile memes and then mutes me. Typical @TSLAQ
Carsonight retweeted
I'm a tech guy Dan. So far answers I see tend to be politically angled. None of that crap from me. The truth is that now that AI is recursively building AI, it's now going to levels of intelligence that are about to exceed human intelligence, Super Intelligence is a better description of the challenges that lie ahead. We could manage AI. Humans were still in the loop. We are now going past that and need to work harder and more diligently to assure it is benevolent and tracks to what we want. If is very tricky, especially in the area of cybersecurity. Defenders soon take on characteristics of attackers.
We can manage this and the foundation for that is what was agreed between the top tech leaders in the space on Monday when they signed the accord.
The other option being floated was to pace AI. And we don't want to do that. We could not defend ourselves against others, particularly China first, then Russia, then terrorist regimes would be right behind. And they al would happen in less than a year.
So SI it is. And we need to win the race.
Hope that helps buddy.
Now he says "nobody cares" abd, technically, he is correct. He is a nobody, and he cares. 😉
Christopher David (@Tazerface16) is a USNA Class of 1988 graduate who served in the Navy’s Civil Engineer Corps (Seabees/construction battalions) from 1988–1996. He later spent years as a semiconductor sales engineer at Teradyne and then as a medical lab scientist at the VA in Portland. MY Times reported his bio.
He repeatedly claims a BS in aerospace engineering from the Naval Academy. USNA does offer that major, but his actual Navy career was civil/construction engineering, not aircraft or rockets. IF he ever studied aerospace, he was very bad at it.
Mainly he trolls on X for engagement.
Carsonight retweeted
You forgot to include what Jim Keller thinks about Elon Musk. Jim Keller is one of the greatest chip designers of all time. He designed Apple’s A series processors. Later worked with Elon to build Tesla own FSD chip for a while. Watch what he has to say about Elon Musk:
youtube.com/shorts/EGK73PAaA…
Carsonight retweeted
AOC: "Elon Musk is one of the most unintelligent billionaires I’ve ever met or seen."
Jensen Huang: Elon is an extraordinary engineer. He is singular in his understanding of engineering and construction and large systems and marshaling resources.
John Carmack: Elon is definitely an engineer. He is deeply involved with technical decisions at SpaceX and Tesla. He doesn’t write code or do CAD today, but he is perfectly capable of doing so.
Tom Mueller: Elon is a super smart guy and he learns from talking to people. He’s so sharp, he just picks it up. He is leading the development of the SpaceX engines, particularly Raptor.
Eric Berger: Elon is the chief engineer in name and reality.
Karpathy: Elon has an incredible ability to reason from first principles. It’s very rare.
Robert Zubrin: Elon Musk is a brilliant engineer with an extraordinary ability to cut through nonsense. When I met him it was apparent to me that although he had a scientific mind and he understood scientific principles, he did not know anything about rockets. Nothing. That was in 2001, by 2007 he knew everything about rockets – he really knew everything, in detail. You have to put some serious study in to know as much about rockets as he knows now. This doesn't come just from hanging out with people.
Yann LeCun: He’s a very smart guy and I’m in awe of some of his projects.
Garrett Reisman: He’s obviously skilled at all different functions, but certainly what really drives him and where his passion really is, is his role as Chief Engineer. That’s the part of the job that really plays to his strengths.
Josh Boehm: Elon is both the Chief Executive Officer and Chief Technology Officer of SpaceX, so of course he does more than just some very technical work. He is integrally involved in the actual design and engineering of the rocket, and at least touches every other aspect of the business. Elon is an engineer at heart, and that’s where and how he works best.
Kevin Watson: Elon is brilliant. He’s involved in just about everything. He understands everything. If he asks you a question, you learn very quickly not to go give him a gut reaction. He wants answers that get down to the fundamental laws of physics. One thing he understands really well is the physics of the rockets. He understands that like nobody else. The stuff I have seen him do in his head is crazy. He can get in discussions about flying a satellite and whether we can make the right orbit and deliver Dragon at the same time and solve all these equations in real time. It’s amazing to watch the amount of knowledge he has accumulated over the years.
Carsonight retweeted
🏭 Tesla's first fully automated Gigacasting shop is in Berlin
Since implementing this line in 2025, Tesla has been working to extend this solution to its other factories in China and America.
Process flow chart:
-> Melting
-> Casting
-> Quenching
-> Trimming
-> Automatic quality check
-> Automatic transfer
-> Machining
Carsonight retweeted
You can’t recycle wind turbines.
If you’ve ever said this, or believed someone that’s said it, look away now.
Do not continue reading if you know it’s going to trigger you.
It is one of the favourite arguments against renewable energy, and it has just taken a hit.
Scotland’s first commercial wind farm has been decommissioned after operating since 1995.
So what happened to all that supposedly “unrecyclable” green technology?
79.5% of it was recycled.
20.4% was reused and repurposed for future spare parts.
Less than 0.1% went to landfill.
That’s 99.9% recycled or reused.
“But the blades! What about the blades?!”
Those were processed into a new polymer material that can be used as an alternative to timber, concrete and virgin plastics in construction.
It gets worse for the weird anti-renewables crowd…
The original wind farm needed 26 turbines.
The replacement?
Just 14 modern turbines, producing around FIVE TIMES the generating capacity of the original site.
Enough electricity equivalent to the annual needs of around 57,000 homes.
Of course, this doesn’t mean wind turbines have zero environmental impact.
Nothing does.
But the next time somebody tells you we’ll have millions of wind turbine blades dumped in landfill while insisting we should continue extracting, transporting and burning fossil fuels forever…
Send them this post.
The sun has not changed. People's relationship to it has. 100 years ago, in England or America, nobody deliberately laid outside in the sun to "soak up the rays".
No respectable woman went outside wearing a bikini. Women wore long skirts, long sleeves, gloves, wide brimmed hats, and carried parasols to protect themselves from the sun. Getting a suntan, never mind a sunburn, was something to be avoided.
Men did not go outside wearing swim trunks or a pair of shorts. They wore hats, long pants, and long sleeve shirts which they rolled up to avoid damage to the cuffs when they went to work. That's where the expression "roll up your sleeves" comes from. Gentleman did not work in the sun. They had it "made in the shade". Those who did manuel, stoop labor in the sun and got sunburned necks were a lower social caste and were called the derogatory term of "rednecks".
There is a reason for a rise in melanoma and it has nothing whatever to do with your favorite whipping boy of seed oils. It has everything to do with acres of exposed flesh that was not exposed to the sun one hundred years ago.
Melanoma has tripled since 1975. The sun has not changed once in that time. Something in the skin has.
There is no dermatology clinic in the records of Georgian London. No Victorian warning to fieldworkers about ultraviolet. Not one document, in the entire written medical record of Britain before the twentieth century, telling the population that the thing they had stood under all their lives was going to kill them.
Because it wasn't.
The farm labourer of 1850 did 14-hour days in a July field with his sleeves rolled up and a face like a saddle by 30. He did it for 40 years. What killed him was a cart, a cough or the gin.
The North Sea fisherman of 1890 stood on a deck with the sun coming off the water at him from every angle, ate herring, oats and butter, and died of the sea.
Every human being on your family tree for a quarter of a million years lived outdoors under that sun without a tube of anything between them and it.
Then, in 1911, a soap company started selling cottonseed oil as food.
Before Crisco, the fat in the British and American diet was butter, lard, tallow, suet and cream. Saturated. Stable. It sits under ultraviolet light and does nothing.
After Crisco, the fat was soybean, corn, sunflower, rapeseed. Polyunsaturated. It goes rancid on the shelf, in the pan, and in you.
The fat you eat is the fat your skin is built from. It goes into every cell membrane and stays there for months.
Put saturated fat under the sun and nothing happens. That was the peasant.
Put polyunsaturated fat under the sun and it oxidises on the spot. Free radicals, inflammation, redness, peeling, and the cell damage that a dermatologist, looking at the wreckage, quite reasonably calls dangerous. That is you.
Feed an animal seed oil in the lab and the same sun does more damage to it. Feed it saturated fat and the damage drops. This has been known since the 1980s and it has never once appeared on a bottle.
Linoleic acid in the western diet has more than tripled since 1960. Melanoma has tripled alongside it. Sunscreen sales went up the whole time, and the rate did not turn.
The sun did not become dangerous. The skin did.
The medieval peasant stood in a field all day because his skin was made of butter. Yours is made of soybean oil. They behave very differently under ultraviolet.
Nobody in a white coat will tell you this, because the alternative to a tube of factor 50 is telling you to change what you fry in, and there is no lobby for lard.
The sun has been there the whole time.
The seed oil hasn't.
Stop ingesting it. Eat butter. Go outside.
Carsonight retweeted
Global battery demand just passed 1 TWh in only seven months of 2026, already equal to the entire global battery market of 2023.
The progression is remarkable:
2023: 12 months
2024: 11 months
2025: 9 months
2026: 7 months
And 2025 itself reached 1.59 TWh, +29% YoY.
But this is the number that really jumps out:
EV sales +4%. EV battery demand +18%.
That divergence matters. We’re deploying far more battery capacity than EV unit growth alone suggests. Bigger average packs and changing vehicle mix mean simply counting EVs is becoming a poor proxy for battery-material demand.
Then add the second monster:
BESS demand +28%, now ~21% of global battery demand.
So we now have multiple curves compounding:
More EVs × more kWh per EV + electric trucks + rapidly growing BESS.
At the current trajectory, 2027 should be the first 2 TWh+ year, and frankly that may prove conservative.
That’s why I’m cautious about the increasingly bearish lithium narrative around the expected 2027 supply response.
Yes, new tonnes are coming.
But they have to outrun a battery market that has gone from roughly 1 TWh/year to potentially 2 TWh+/year in just four years.
And the longer-term direction is hardly subtle. EV batteries alone are projected to approach 3 TWh annually by 2030, before adding stationary storage.
Lithium doesn't care how many EVs are sold.
It cares about how many TWh of batteries are produced.
Stop counting cars. Start counting TWh.
Thanks @RhoMoIola for the excellent data that sent me down this rabbit hole. 😁
Carsonight retweeted
JUST IN: Einride CEO confirmed in an interview that of the 500 Tesla Semi trucks, 75 are planned to be deployed by the end of this year, and the other 425 by the end of 2027.
I found this in a FreightWaves interview with the CEO.
EVwire article: evwire.com/p/einride-75-tesl…