Sawyer Merritt @SawyerMerritt
Co-Founder of @TwinBirchUSA | sustainable lifestyle apparel. $TSLA investor. EV/tech news. My posts aren’t financial advice. twinbirch.com Joined January 2011-
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The Fremont made version uses Panasonic 2170 cells, while the Shanghai made version uses an LG battery. Fremont version is slightly quicker.
The Fremont made version uses Panasonic 2170 cells, while the Shanghai made version uses an LG battery. Fremont version is slightly quicker.
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Tesla short sellers are on track to lose $1.6 billion today.
Bernstein on Tesla: “We struggle with why Tesla needs a discrete robotaxi offering, and we believe widespread deployment of full self driving is 5 - 10 years away, and that FSD will not necessarily be a winner take all market." 🤦♂️
Tesla opened 297 new Superchargers in Q1, a new record for the first quarter of a year.
🤦♂️ (Martin was VP of Investor Relations, not CFO)
NEWS: Mercedes has officially unveiled the all-electric G-Class. • Starting price: $180,000 (estimate) • 0-62-mph in 4.7s • 116 kWh battery • Estimated 250 mile EPA range • 200 kW max charging speed • Drag coefficient of 0.44 • Battery is protected by a 1" thick skid…
NEWS: Tesla owner who falsely claimed car was in autopilot before Melbourne crash pleads guilty. The defense attorney conceded his client had lied to police by making the false claim that the autopilot feature was activated. abc.net.au/news/2024-04-2…
The new Model 3 Performance has three acceleration modes: • Chill • Standard • Insane
Here's my read on the highlighted part. Elon said more affordable models that utilize aspects of the next-gen platform could launch late 2024/early 2025. To me this will start with the refreshed Model Y. This will enable Tesla to reduce the cost of building that vehicle,…
NEWS: Tesla's Giga Texas factory will no longer be subject to city of Austin environmental regulations after the company used a new state law to have the property removed from the city's extraterritorial jurisdiction. The controversial law - which some municipalities are…
Tesla Energy gross margin was a record 24.6% in Q1, up 13% vs Q4 2023 and up 123% YoY.
Tesla owners are now driving on average 14.7 million miles on FSD per day, a ~250% increase from 3 months ago. That's 1 billion miles every 68 days. It took Tesla 3.5 years to hit its first 1 billion miles driven on FSD.
Sawyer Merritt retweeted
Falcon 9’s first stage has landed on the Just Read the Instructions droneship, completing Falcon’s 300th landing!
Tesla's earnings call just ended. What did you guys think?
NEWS: @MartinViecha, VP of Investor Relations at Tesla, has announced he is leaving the company. Thanks for everything Martin! You will be missed.
Elon on people who haven't tried FSD 12: It is impossible to understand $TSLA if you haven't' done this.
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