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Had some things come up today, so I’m not going to be able to get an episode out, but looking forward to talking more about the Cybertruck on Monday! In the mean time, make sure to check out the various CT reviews like this one: youtu.be/L6WDq0V5oBg

There’s a new bot in town 🤖 Check this out (until the very end)! tesla.com/ai

In Q4, we produced approximately 495k vehicles & delivered over 484k vehicles. Full year 2023 Deliveries: 1.81 million (+38% YoY) Production: 1.85 million (+ 35% YoY) Our Q4 Earnings Call will be streamed live on X on January 24 at 4:30pm CT → ir.tesla.com/press-release/…

Upgraded Model 3 is now available in North America → tesla.com/model3

Best community in the world 🥹

The first human received an implant from @Neuralink yesterday and is recovering well. Initial results show promising neuron spike detection.

Tested FSD v12.3 in downtown Chicago yesterday — zero disengagements / interventions in the first 30 minutes despite incredibly dense traffic & pedestrians during St. Patrick's Day festivities. Extremely impressive. A couple of my favorite moments are at 5:17 and 7:00. Overall,

Neuralink was kind enough to open their doors for me to tour their headquarters a few weeks back. It was an amazing experience and a day I'll never forget. This was at a company wide meeting at the end of the day. Thank you to everyone who made this possible. Hope y'all enjoy!

I always look forward to Tesla’s delivery reports, but it doesn’t make much difference to me precisely how many cars Tesla delivered in Q1. The progress we have seen on FSD this quarter is far more important than the difference between 400k and 450k deliveries.

zerohedge Reuters is lying (again)

Whole Mars Catalog Yeah, seeing it everywhere. Btw, 12.4 goes to internal release this weekend and limited external beta next week. Roughly 5X to 10X improvement in miles per intervention vs 12.3. 12.5 will be out in late June. Will also see a major improvement in mpi and is single stack – no

Fun chat, thanks guys!

I have voted FOR the ratification of Elon Musk’s compensation plan. I just reviewed my thoughts from Tesla Daily in January '18 when it was announced: “To sum it up, I think for existing shareholders this proposal is extremely beneficial, extremely friendly to stockholders.”

Two parties, two locations, two days of fun!! Hope to see everyone at Tesla Austin Owners Club Official Account’s Pre & After Party next week during Tesla 2024 Annual Stockholder Meeting. Pre-Party Wednesday at Clive on Rainey St followed by After-Party at Lustre Pearl East Thursday.

Last day to vote! I’m sure most people reading this have voted already, but you probably have friends that haven’t. Send them a message, and remind them that not voting is effectively voting no for some proposals.

Nice quarter Tesla!

Market thirty minutes after Bloomberg reports anything

Will begin my normal Tesla earnings coverage about ten minutes before market close!