Merz Insights @MerzTesla

SIGNS YOU HAVE HIGH-FUNCTIONING TRAUMA; - You apologize for things that aren't your fault, even when someone bumps into you. - You over-explain everything because you are terrified of being misunderstood. - You are hyper-independent and refuse to ask for help because you don't want to be a burden. - You can read the "vibe" of a room instantly because you grew up walking on eggshells. - You feel guilty when you relax, so you keep yourself busy to avoid your thoughts. - You absorb other people's emotions. If they are angry. you feel scared, even if they aren't angry at you.

😂

NotKennyRogers @NotKennyRogers

3 days ago

Not so fast, Belgium. The city of Los Angeles still has another 29 days to count all the goals from tonight's match.

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DO SOMETHING @realDonaldTrump

@TheReal_BCM 💀😂😂

@TSLAnPA Nice ! Are you sticking to a monthly DCA plan,or did the Q2 news convince you to add a bit more this time?

I pledge allegiance to the flag of the United States of America, and to the republic for which it stands, one nation under God, indivisible, with liberty and justice for all.

Tesla - Energy Growth in Terms even Wall Street can Understand - Q2 2026 As we all know Wall Street still prefers to view Tesla as a car company. Fine, let's meet then where they are. Based on that the trailing 12-month deliveries were 1,753,475 - Wall Street understands this. On a trailing 12-month basis, Tesla hasn't produced any growth in the auto business since Q4 2023 and Wall Street see expensive therapists to cope with it. But let's now share with them that Tesla has been building a new "vehicle" - a big beautiful boxy vehicle that's designed to be parked - and it consumes many more batteries than the usual S3XY models + Cybertruck lineup. Since this new vehicle consumes so many batteries, we will express the number in 75 KWh vehicle equivalents - as a way to standardize things and track its growth versus Autos. Here's the growth in that business... Wow - now, that's a business Wall Street can get excited about - sales of another 653,333 "vehicles" - and look at that growth --> 29% year-over-year! And now when we combine the two businesses we get the following chart... This is the combination of reported deliveries in Autos plus the number of 75 KWh vehicle equivalents in our new boxy vehicle business. We can see that the combination has delivered a total of 2,406,808 "vehicles" and it's up 10% over the last year and up 19% over the last two years. Also, Tesla has been expanding the capacity of this new business to at least 1.2 million 75 KWh vehicle equivalents - a 2x increase over the last 12-month deliveries - so the outlook is quite positive. And finally, here's another plus - no advertising is needed to sell these big beautiful boxy vehicles. They just sit there and sell themselves! In case you didn't know, these big beautiful boxy vehicles are called Megapacks (and soon Megablocks), but please don't tell Wall Street.

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@pierreboudreau I’d start with the latest Tesla earnings call and the Robotaxi event. Then check out a few independent analyses to compare timelines and financial models. That’s probably the fastest way to catch up.

The entire stadium sings “Country Roads” to celebrate the US win. Absolutely perfect.

@LadySanDeeJames @daltonbrewer Model 3 is a beast 🔥 Same here holding $TSLA for the long run. Honestly can’t decide what I’m most hyped for… Optimus doing chores, FSD finally nailing it, or robotaxis taking over? What’s your #1?

@FutureHumanz @daltonbrewer @elonmusk Love that. Investing with a purpose makes it a lot easier to ignore the noise. What’s the one thing you’re hoping Tesla delivers before your little one heads off to university?

@DanielSmut95082 @daltonbrewer Love hearing that. As a fellow long-term $TSLA investor, Optimus is one of the things I’m most excited about too. What application do you think will have the biggest impact first home use or industrial work?

@HeavenleaWan @daltonbrewer Love seeing fellow long-term investors. The thesis just keeps getting stronger. Still holding and excited for what’s ahead. What do you think will be the biggest value driver over the next 5–10 years?

@sho00092729 @daltonbrewer @teslaownersSV Love seeing fellow long-term $TSLA shareholders. The Austin Takeover should be a great one. What are you hoping to see announced or discussed?

@andylope34 @daltonbrewer That’s what it’s all about great road trips and great memories. Was Newfoundland the highlight, or is Tofino still your favorite?

❤️

Tesla @Tesla

a week ago

Looking forward to the long weekend

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New Tesla Supercharger now open in Helidon, QLD (8 stalls) Built in partnership with the Queensland Government tesla.com/en_AU/findus?b…

This was a great time and if you’ve spent time in product development or manufacturing, you’ll like it even more. We could have gone on for a few more hours, so many questions between @herbertong and I that we didn’t get to. Thank you to @larsmoravy for his generous time and the Tesla team!

Herbert Ong @herbertong

a week ago

🚨 If you’re a Tesla investor, this is one interview you don’t want to skip. The full video posted below. Jeff Lutz @thejefflutz and I sat down with Tesla VP of Engineering Lars Moravy, and it was packed with insights! A few of the biggest takeaways: • Cybercab is expected to

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The Optimus team photo with Elon equals natural diversity at its finest. People from every background, united by talent, drive, and excellence. This is what merit-based hiring delivers: the best of the best inspiring each other to build the future. DEI quotas, by contrast, promote resentment and hostility by prioritizing identity over competence. True diversity flows naturally from excellence. @elonmusk

@herbertong posted his interview with Lars, Tesla head of engineering. Here are the key take aways that I heard, please let me know what I might have missed. “Cybercab is going to be scaled to levels that people haven’t realized yet.” They are currently doing infant mortality testing and validation on the Cybercab since it has such new components and manufacturing processes. Cybercab manufacturing line is 90% automated, factoring in everything. He expects Tesla to build more Cybercabs than any other vehicle they’ve built. Lars shoots down advertising yet again, he says Tesla products will speak for themselves. Advertising won’t change opinions, specifically talking about Robotaxi. Wouldn’t get roped into a discussion of selling the Cybercab this year (as opposed to using them in house for Robotaxi). Tesla is using AI a lot. They’ve made an internally trained agent on all the years of engineering knowledge about what works, what doesn’t, what went wrong, how do certain things etc. Basically an internal engineering chatbot with all of Tesla’s documented engineering knowledge. Also a similar one for their supply chain teams and one for their service centers to collect all the knowledge individual mechanics discover as they service the cars. They also use AI for anomaly detection in their manufacturing QA. AI detects subtle trends or confluence of events. They’ve even trained or are training an AI to listen for all the squeaks and rattles in the car as it comes off the assembly line. The car diagnoses itself (since it has internal microphones) as it heads to the final processing center. He called this “Full self hearing”. This allows Tesla to fix minor issues before customers get them. Optimus. The automated manufacturing lines had/have been constructed in Germany and the first line has landed and is/will be installed. Field acceptance testing of other lines is still happening in Germany. In theory they can get a line going in a week’s time from delivery from Germany. There are about 40 sub lines for Optimus. IMHO, this lines up with an August start of Optimus production. Fascinating tidbit from Lars. He said BOM cost for a car is higher than a robot. Now, I don’t know if he was talking in theory, in the future, or current BOM cost? If current BOM is less than a car already, that’s huge considering how capable Optimus is (it’s much more physically capable than a cheap Unitree for instance). Lars pushed back on bots being manufactured like a consumer device like a phone. He said it is a true 3d device, has safety risks, and is built much more like a car. He stated that Starlink is an obvious choice for Cybercab in the future for rural areas, but it would be a future enhancement. Finally, mark your calendar for Tuesday July 7 when Tesla will make some sort of announcement about future product/production scaling. youtu.be/GwUm2KjMOXc?si…