일론이 말하는 테슬라 시총 1위로 가는 길 - 2024년 : 기초 마련 - 2025년 : 본격적인 구조 구축 (제조라인 등) - 2026년 : 엄청난 성장서사의 시작 - 2027~2028년 : 말도 안될 정도의 대성공 $TSLA

일론머스크 : 테슬라 FSD 14.3.4가 롤아웃 중 $TSLA

벨기에, 테슬라 FSD 승인 (5번째) - 4/10 : 네덜란드 - 5/20 : 리투아니아 - 5/29 : 에스토니아 - 6/9 : 덴마크 - 6/10 : 벨기에 EU 전체 승인 기준 - 투표수 : 5개 vs. 기준 15개 - 인구비율 : 9% vs. 기준 65% 인구가 큰 독일, 프랑스, 이탈리아, 스페인 중 한개국이 승인할 때 임팩트가 있을 것으로 보임 $TSLA

테슬라 텍사스 로보택시 플릿 업데이트 - 5/29 : 42대 - 6/5 : 51대 - 6/9 : 59대 - 6/10 : 69대 $TSLA

덴마크, 테슬라 FSD 승인 cf. 히스토리 - 4/10 : 네덜란드 - 5/20 : 리투아니아 - 5/29 : 에스토니아 - 6/9 : 덴마크 $TSLA

Just switched my 3 car policy (2 Tesla 1 BMW) from Progressive to Lemonade. I maxed out the coverage.. literally could not go any higher, and still saved around 25% even without an FSD discount in TX yet. How much cheaper will it get once the FSD discount rolls out in TX? @Lemonade_Inc

테슬라 텍사스 로보택시 플릿 업데이트 - 5/29 : 42대 - 6/5 : 51대 - 6/9 : 59대 $TSLA

애쇽 컨펌 : 오스틴 대도시권 전역에서 무감독 로보택시 서비스 이용 가능 $TSLA

테슬라-스엑 합병하면 일론 10% 보상안은? ① 운영 목표 면제 “the Operational Milestones shall be disregarded” 로보택시 100만대, FSD 1000만 구독 같은 실적 조건 전부 무시 ② 미달 트랜치 자동 소멸 “such Tranche will be forfeited automatically as of the effective time of the Change in Control” 합병 시점 주가로 시총 조건 못 미치는 트랜치는 자동 몰수 예) 테슬라가 1.5T일 때 합병하면, 20% 프리미엄을 받아도 1.8T 이므로, 보상안은 모두 몰수됨 $TSLA

일론머스크, 2025 CEO 보상안 중, Section IV — "Determination of Earned Shares upon Change in Control" Notwithstanding Sections I, II and III above, in the event of a Change in Control, the Operational Milestones shall be disregarded and the Market Capitalization shall equal the product of (a) the total number of outstanding Shares immediately prior to the effective time of such Change in Control, as reported by the Company’s transfer agent, and (b) the greater of (i) the most recent closing price per Share immediately prior to the effective time of such Change in Control, as reported by the Primary Exchange (or other reliable source selected by the Administrator if the Primary Exchange is not reporting a closing price for that day), and (ii) the per Share price (plus the per Share value of any other consideration) received by the Company’s shareholders in the Change in Control. For purposes of Certification, the Administrator shall assess in accordance with the immediately preceding sentence the extent to which the Market Capitalization Milestones will be satisfied as a result of the Change in Control. To the extent that the Shares allocated to a Tranche have not become Earned Shares as of immediately before the effective time of the Change in Control and otherwise do not become eligible to become Earned Shares as a result of the Change in Control, such Tranche will be forfeited automatically as of the effective time of the Change in Control. $TSLA

It will not cut battery costs in half, but it will significantly reduce the cost of battery cathode production

A new $116 million @Tesla Megapack battery energy storage facility has started construction in Belgium. The 700MWh big battery will use 180 Megapack units. Work has already started, with testing and commissioning expected to be completed by the end of 2027. driveteslacanada.ca/energy/t…

A new $145 million @Tesla Megapack battery energy storage facility is about to be turned on in Australia. "The Limondale BESS comprises 144 Tesla Megapacks that are uniquely registered to charge at 100 megawatts and discharge at 50 megawatts. The BESS will be able to deliver its registered maximum discharge output for more than eight hours. This corresponds to a storage capacity of at least 400 megawatt hours, making it the longest-duration battery currently operating in Australia."

Tesla drives itself across Canada w/ FSD Supervised Coast to coast from Vancouver to Halifax – 3,760 miles/6,051 km – with zero human input

Lars의 사이버캡 생산 관련 발언이 재밋긴 하네요. 1:23:37 에 있는데, 들어보세요. $TSLA