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"
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.
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.
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.
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…
Carsonight retweeted
Solar hit 3 TW, with each new terawatt arriving faster than the last. My forecast: 9 TW by 2029, 13 TW by 2030 & 42 TW by 2035. Duck curve = price signal, not ceiling. Batteries, grids & flexible demand accelerate the cycle. Traditional linear forecasts keep lagging reality. #SWB
Carsonight retweeted
My God, I wish I could be a conspiracy theorist.
Imagine how easy life would be.
No sourcing. No burden of proof. No homework. No checking whether the thing you’re about to say is actually true.
Just wake up, make some shit up, hit POST, and congratulate yourself for “doing your own research.”
Someone proves you wrong? Ignore it.
Someone produces the paper? Don’t read it.
Someone posts the raw data? Fake.
Primary source? Compromised.
Expert consensus? Bought.
Photographs? CGI.
Video? Edited.
Measurements? Rigged.
Your own eyes? Trusted, but only when convenient.
Every possible piece of evidence against you arrives with a factory-installed escape hatch.
And if somebody corners you so completely that there’s nowhere left to run, you pull the emergency brake:
“SHILL.”
Done. Argument won.
Then tomorrow you post the exact same claim as if yesterday never happened. That’s the real luxury. Claims never have to survive contact with evidence. They just respawn.
Flat Earth. Anti-vax. 9/11 “truth.” Chemtrails. Virus denial. Evolution denial. Different costumes, same operating system:
Make claim.
Provide nothing.
Get corrected.
Ignore correction.
Change subject.
Make new claim.
Get corrected again.
Call opponent a shill.
Repeat original claim.
And if you’re truly committed, you follow the person who debunked you and camp in their replies for months, dropping dead claims under completely unrelated posts like a door-to-door salesman who won’t leave the porch, still pitching a product that was recalled years ago.
Meanwhile, if I get a statistic wrong, quote a paper sloppily, miss contrary evidence, or make an embarrassing typo, it’s screenshotted within the hour.
And here’s the humiliating part: I care. I go back and check. I correct it. I sit there irritated with myself over a decimal point. I couldn’t knowingly repeat a claim after finding out it was false. I’d be embarrassed by it.
Conspiracy addicts have been liberated from all of that. No embarrassment. No recalibration. No learning. No moment where anyone stops and thinks, “maybe I got this one wrong.”
They double down, triple down, invent three new conspiracies to explain why the first one collapsed, and come charging back into the replies like getting dismantled yesterday was a warm-up.
Being wrong isn’t a setback for them. It’s just another day.
God, that must be restful.
Carsonight retweeted
A guy bought a $1,500 Samsung TV 3 years ago.
He watched Netflix. He watched YouTube. He watched sports on the weekends. He thought the picture looked fine. He assumed that's just what a modern TV looks like.
His friend, a home theater installer who's calibrated over 2,000 TVs for a living, walked into his apartment, looked at the screen for about 5 seconds, and said:
"You're watching everything in demo mode. The motion smoothing is on. The eco dimmer is cutting your brightness by 40%. Your TV is taking a screenshot of your screen every 30 seconds and selling your viewing data to advertisers. And you're watching a $1,500 panel in the same picture mode Best Buy uses under fluorescent lights to make TVs pop on a showroom wall."
He changed 9 settings in 12 minutes.
The picture looked like a different television. The soap opera effect disappeared. The colors became natural. The TV stopped spying on him.
He told him: "I install TVs in homes that cost $2 million. And I install TVs in apartments that cost $1,200 a month. You know what they all have in common? Nobody has changed the default settings. Every single TV I walk up to Samsung, LG, Sony, TCL, Hisense is running in a picture mode designed to look good in a store, not in your living room. And every single one is collecting data about what you watch and selling it to third parties. Out of the box."
He said TV manufacturers make more money from your data than they do from the TV sale itself.
"That's why a 65-inch 4K TV costs $400 now. The hardware is sold at a loss or near-zero margin. The profit comes from tracking what you watch, when you watch it, and how long you watch it then selling that behavioral data to advertisers. Your TV is a surveillance device that also shows movies. And the settings to stop it are buried 6 menus deep on purpose."
Here are the 9 settings he changed:
🧵
Carsonight retweeted
You're forgiven for thinking I’m obsessed with EVs because I love cars.
Truth is, I’ve never been a car guy. EVs fascinate me because they’re the most visible edge of something far bigger.
I call them “The Tip of the Spear.” Read on to see what I mean 👇
evcurvefuturist.com/2026/08/…
Carsonight retweeted
China has been installing solar power at the rate of 100 panels a second. Its solar capacity is now double that of Europe and America combined.
theweek.com/environment/chin…
Carsonight retweeted
It takes one bad study to create a scientific myth.
And decades of good science to try to kill it.
Let me tell you about two papers that changed the way millions of people think about science. 🧵1/
Carsonight retweeted
Vaccines are among the most thoroughly studied, effective tools we have to protect children from serious vaccine-preventable diseases. Decisions about how and when vaccines are used should be driven by rigorous scientific evidence, patient safety, and independent medical and public health expertise. Altering a proven vaccination schedule without credible evidence risks weakening public confidence and putting children’s health at risk.
If you have questions about vaccines, talk to your child’s physician. Putting our children’s health at risk is not an option
Read our full statement: spr.ly/6011B1KUUS
Carsonight retweeted
Yet this MAGA moron is OK with what Trump is doing in Iran and how that is affecting global energy
