Tesla

“Robotaxi prototype — door handle hides ultrasonic. Not in any press shot yet.”

“Robotaxi launch in Austin is real but the geofence is tiny — about 4 square miles around South Congress. Safety drivers in every car for at least the first 90 days, despite what the keynote will say. Source — friend on the AP team.”

“The Cybertruck inventory build is at 18 weeks now, up from 11 in February. Discounting starts in June or they're going to have a $2B problem on the balance sheet. Every dealer I've spoken to is hearing the same thing from corporate.”

“Energy storage is going to outearn Cybertruck this year. Megapack backlog is at 24 months. Inside Tesla, the Energy team has more political capital than vehicles right now — first time ever.”

“The Optimus V3 demo at the latest investor event moved noticeably better than last time. Two things to watch: grip force calibration and latency under load. Those are the real unsolved problems.”