Conflating Elon Musk and Tesla is not the answer. Elon Musk is a (dangerous and horrible) person. Tesla is a company. Tesla is made of 140,000 of the industry's most brilliant people, majority owned (43%) by millions of individual retail shareholders, Musk owns 13%. Tesla is the

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Trailing 12 months market split graph for 3-wheelers in India is something I like looking at. It tells me India is definitely not a lost cause.

The inevitability of software defined EVs is driven by great capabilities at (profitable) low cost. No point in nit-picking the Firefly but think about what it represents - on sale now and if Nio can do this others are coming. Safe, tech-forward vehicles under $30k will change

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And MAGA want to power data centres' with coal. carbonbrief.org/analysis-clean…

Tesla's robotaxi advantage..... The winning technology is the one that is scalable and profitable. For robotaxis: SCALING - 1) # of vehicles; to serve customers and grow revenue, and grow AI training data. 2) Size of service area; to grow addressable market population and offer

Nobel Laureate Al Gore thoroughly dismantles the fossil fuel industry’s narrative of "climate realism," ted.com/talks/al_gore_…

Solar, Wind & Batteries (SWB) are the fastest growing, lowest cost, fastest to install source of energy. Regardless of the export of fossil fuels, Canada should invest in and incentivise SWB generation and ultra-high voltage (UHV) interconnections for domestic and export

Tesla... why do crappy things to customers 🤦‍♂️

YES and NO. Yes, Autopilot should be ported to the new stack and no, buyers should not be forced into a subscription for features most other manufacturers include in the cost of their vehicles; highway steering and lane changes.

Bad decision by Elon Musk, for buyers, owners and investors. As a long term investor and owner of 3 Teslas I can no longer recommend them. Kyle sums it up.

If AI is the future and not a bubble, what is required for it to succeed? A vertically integrated business with a razor-focus on efficiency of: POWER - Most efficient is space based solar - Tesla solar, Tesla energy (storage), Tesla Virtual Power Plant), SpaceX deployment and

Tesla + SpaceX + xAI -- Why not? Much ink has been spilled in the last 24 hours about all the benefits of merging SpaceX & xAI with Tesla. I get it -- I'm into the long-term vision -- in Sept 2024 I wrote: "Musk Inc --> A Disruption Machine" x.com/CernBasher/sta… I wrote

The RURAL ROBOTAXI market is an underappreciated topic with huge potential and profitability, and will never be served by Waymo. I live in a rural residential area 20 minutes from the nearest city (which has a Tesla Service Center) and 1-1/2 hours to an airport. So yes we have

The Canadian market is too small to support domestic vehicle assembly, it only worked with free trade to the US. The Detroit 3 continue to pull out and Honda and Toyota are struggling here - and none of those 5 make affordable, safe and profitable EVs. We could support a strong

Has Elon been planning to converge Tesla, SpaceX and Xai alla long? Yes, no surprise, for at least 10-15 years the WHAT has been clear to him and the how and when variable. The WHAT is - inevitable, interplanetary sentient AI. First principles engineering thinking defined what

The most important factor in the strength of a society, and success in relationships, is a shared value system. Proud to be Canadian.

Ford is on a roll, but not a good one. After smashing last year's recall record (152 vs previous record of 77), the automaker issued five new recalls in the past week impacting 2,356,729 vehicles. So far in 2026 they have already issued 17 recalls affecting nearly 8 million