1/6: Tesla already has won the race to autonomy and nobody knows it. Heres why (a 🧵)

JUST IN: Tesla Robotaxi has recorded zero at-fault incidents since February, according to newly released NHTSA data.

For years, people claimed Full Self-Driving would never work in Europe because of: • Super narrow roads • Blind corners everywhere • Poor or completely missing road markings • Situations where you often have to reverse to let oncoming traffic pass Today I let FSD handle my daily commute on exactly these challenging Belgian roads. It wasn’t busy, but it smoothly managed the tight lanes and exhausting bends with zero issues.

My 17-year-old daughter: “I’m confused. We’ve always been taught not to share personal information or anything that identifies us online because it isn’t safe. Now they want us to do exactly that to access social media.”

Tesla Model 3 engine compartment vs Mercedes-Benz EQA. Tesla is still leagues ahead of the competition.

Over 60% of claims are now handled/resolved automatically by AI. Grok summary: Here is a comprehensive list of everything Adina Eckstein discusses in the Calcalist/Google AI Week interview (based on the published article summarizing her remarks): - Lemonade’s foundational reliance on AI and resilience to layoffs/tech disruption: The company was built on AI from its inception about a decade ago. This makes them less affected by the current wave of tech layoffs compared to SaaS/software companies. AI accelerates rather than slows them down. Lemonade is a technology company that builds insurance via technology, not a software seller. - AI usage across nearly all company operations: - 98% of products/policies are sold by AI. - Over 60% of claims are handled/resolved automatically by AI. - All new code is written by AI. - AI is also used in HR, finance, and other areas. - She states there is almost nothing AI cannot do that humans can. - Operational efficiency as a growth driver: AI-driven efficiency lowers variable costs, enabling lower prices for customers, better value, and accelerated company growth. Efficiency directly fuels growth. - Company growth and future outlook: Lemonade is growing at over 30% annually and expects even higher growth next year. They can continue scaling with existing employees by getting more output from them, without proportional headcount increases. - Insurance industry context: The industry is worth trillions and isn’t disappearing. New pure software/coding companies won’t easily enter due to the need for billions in capital reserves, regulations, etc. - AI’s impact on roles and the workforce (as someone responsible for HR): - People naturally fear for their jobs. - She can’t promise lifelong employment in the same roles (that would be a “stupid lie”). - Roles are changing dramatically: AI now handles many tasks once done by humans; people are shifting to architecture, strategy, oversight, training, and upskilling. - Advice: Embrace new technologies, get on the train early, experiment, and adapt. No need to fear—just jump in. The company prides itself on its ability to change. - Why insurance is exceptionally well-suited for AI: Insurance is fundamentally a statistical model for risk assessment and pricing. More data enables greater accuracy and precision. - Shift from traditional to behavior-based pricing: Traditional auto insurance relies on demographics (e.g., age, gender—young drivers pay high rates due to perceived recklessness). Lemonade uses telematics and AI for real behavior-based pricing (how people actually drive), enabling better, faster, and more accurate service. This helps restore trust in an industry currently “hated” worldwide. - Autonomous vehicles and the Tesla partnership: - They launched a collaboration with Tesla offering a 50% discount on insurance for Full Self-Driving (FSD) users. - Traditional insurance insures a person; here, they are insuring software/code. - “Only an insurance product built with AI can truly insure AI” (machine-to-machine interaction). - When Tesla releases FSD software updates, Lemonade can assess and re-price/insure the updated software accordingly. - Customers can file claims via their own AI agents. This will fundamentally transform (“turn upside down”) the industry. The interview emphasizes Lemonade’s AI-native model as a competitive advantage that drives efficiency, growth, innovation in insurance (especially for emerging tech like autonomous driving), and workforce adaptation—while positioning the company to rebuild trust in a massive, traditional industry. The article is a summary of her on-stage conversation rather than a verbatim transcript.

The latest NHTSA report has just come in. Tesla reported one new incident this month. It occurred earlier in April, when the Robotaxi was stopped and rear-ended by a truck. Tesla is therefore not at fault. The previous report already listed two other incidents in March in which the Robotaxi was also stationary and rear-ended. As a result, there have been zero incidents since the beginning of February 2026 in which the Robotaxi was at fault. Let that sink in! Zero incidents where FSD was at fault for the last four months (June’s data will be released next month). I’ve attached a simplified view of the NHTSA data if you’d like more details. @elonmusk @aelluswamy Amazing job! You guys are cooking!

This is the best general article that I’ve read on the topic of SpaceX.

European Transport & Mobility public officials should get their butts in seats ASAP The best remedy for retardation and EDS

Ihr fragt die Unternehmen doch auch nicht, wenn ihr die ganzen beschissenen Entscheidungen trefft, die unser Land ruinieren.

🇯🇵 FUNNIEST THING: Japanese fans ran onto the famous Shibuya Crossing in Tokyo for 40 seconds to celebrate the 2:2 tie against the Netherlands. They ran onto the crossing only for 40 seconds while it was green! The Japanese DID NOT BREAK TRAFFIC RULES! After the light turned red, everyone went back and stopped the celebration. They did not even break the traffic rules for this moment. lol

wondering if I should make a rebuttal article on EVwire.com. We've debunked Reuters before...

Another hit piece. Europe wide FSD approval must be imminent. Thanks for informing me by making me read between the lines 🙏😂

ETSC just published “Tesla approval pushes Europe towards a road safety cliff edge” 🚨 Translation: the RDW did their job properly and ETSC doesn’t like it at all Someone already sent them a point by point rebuttal and I freaking love it Let’s go through it 🧵

$TSLA 🚨 ETSC's Organizational Rejects Tesla's Introduction to FSD Europe The European Transportation Safety Council has written to transport ministers in major European countries not to acknowledge Tesla's approval of FSD. The Netherlands, Belgium, Lithuania, Estonia and Denmark, which have already been approved, have been excluded, and other member states are talking about rejecting it because the country will soon have a decision on whether to approve it or not. Tesla's FSD safety has already been proven incredibly much, and with that data, this move by the ETSC is disappointing, and the delay in the introduction of FSD will create a major setback for the safety of public roads. @elonmusk

one of Zlatan's finest

My favorite content of the $SPCX IPO week: Politicians that have run their countries anywhere from 5 to 50 trillion into debt criticize and demonize a guy who made it to 1T combined valuation, talk about it as if it is cash, and completely ignore how he and his people contributed several % of GDP, taxes and made many other people billionaires or millionaires in the process by giving them a share in the company. Like E literally practiced "Sharing the means of production" (a leftist ideal) and the very same leftists now hate him for it. Because they never truly meant it, as it means loss of control. The SPCX IPO wasn't so much a normal "going public", but more turns out to be a global vote of what people think actually works.

🚨 $MU Huge News for the Memory Industry Micron signed its first-ever 5-year Strategic Customer Agreement, moving well beyond the typical one-year deal. Samsung and SK Hynix are following suit, pursuing 3 to 5 year contracts with major tech firms. Longer commitments mean smoother cycles, better visibility, and critically a path toward PE expansion as the PEG ratio moves closer to 1.0. For decades, memory has been defined by cycles but this may finally be changing. Multi-year commitments create revenue visibility that one-year deals simply can't. It marks a fundamental change in how memory is sold. Unlike traditional one-year arrangements, these multi-year commitments bring predictable revenue, improved operational stability, and a structural dampening of the boom-bust cycles that have historically kept PE multiples compressed. It has begun

finde jemanden der dich so liebt wie nagelsmann leroy sane :D

This isn’t right. @YouTubeCreators @YouTube @TeamYouTube @nealmohan Please reinstate @CuriousPejjy’s channel.

RT @mattdykema: We worked 16–18 hour shifts producing the first versions of the Falcon 9 thrusters. To this day, it is still the hardest m…