$TSLA 🇨🇳 Tesla recently tweaked a small detail in its employee FSD trial policy in China 🔥 For staff driving HW4 vehicles, a new clause was added: 'Violating the confidentiality policy carries a 5 million RMB (roughly $732,000 USD) penalty.' 😬 So, take the reports about an internal release of full FSD v14 to Tesla's Chinese staff with a grain of salt for now 🧂
$TSLA 🇨🇳 Tesla recently tweaked a small detail in its employee FSD trial policy in China 🔥 For staff driving HW4 vehicles, a new clause was added: 'Violating the confidentiality policy carries a 5 million RMB (roughly $732,000 USD) penalty.' 😬 So, take the reports about an internal release of full FSD v14 to Tesla's Chinese staff with a grain of salt for now 🧂
JUST IN: SPACEX HAS PROPOSED $55 BILLION TO BEGIN CONSTRUCTION OF MUSK'S "TERAFAB" SEMICONDUCTOR FACILITY IN TEXAS, WITH TOTAL CAPITAL INVESTMENT POTENTIALLY REACHING $119 BILLION The project, as Per Bloomberg: - Joint venture between SpaceX and Tesla $TSLA - Located near Gibbons Creek Reservoir in Grimes County, Texas - Initial capital investment: $55 billion - Total potential investment if all phases complete: $119 billion - Public hearing scheduled for June 3 The strategic targets: - Produce 2 nanometer chips, the cutting edge that currently only TSMC $TSM and Samsung have at scale - Support 1 terawatt of computing power per year at full scale - Chips intended for Musk's robotics, space, and AI projects Musk's framing from March: "We either build the Terafab or we don't have the chips,
JUST IN: SPACEX HAS PROPOSED $55 BILLION TO BEGIN CONSTRUCTION OF MUSK'S "TERAFAB" SEMICONDUCTOR FACILITY IN TEXAS, WITH TOTAL CAPITAL INVESTMENT POTENTIALLY REACHING $119 BILLION The project, as Per Bloomberg: - Joint venture between SpaceX and Tesla $TSLA - Located near Gibbons Creek Reservoir in Grimes County, Texas - Initial capital investment: $55 billion - Total potential investment if all phases complete: $119 billion - Public hearing scheduled for June 3 The strategic targets: - Produce 2 nanometer chips, the cutting edge that currently only TSMC $TSM and Samsung have at scale - Support 1 terawatt of computing power per year at full scale - Chips intended for Musk's robotics, space, and AI projects Musk's framing from March: "We either build the Terafab or we don't have the chips,
$TSLA has 3 massive businesses cooking right now that will accelerate top-line growth in the coming quarters 🧠 FSD Subscriptions. Already at 1.28M, up 180K last quarter alone ($200M+ in high margin ARR added and accelerating each Q) 🚖 @robotaxi. 1M paid miles in Q1. Equivalent to ~$2-3M revenue, per quarter. Ramping exponentially. 🚛 Tesla Semi Truck. Just started production. Factory capacity of 50,000 per year. $10B+ in revenue potential. Exciting times to be a @Tesla bull!! ⚡️🐂
$TSLA has 3 massive businesses cooking right now that will accelerate top-line growth in the coming quarters 🧠 FSD Subscriptions. Already at 1.28M, up 180K last quarter alone ($200M+ in high margin ARR added and accelerating each Q) 🚖 @robotaxi. 1M paid miles in Q1. Equivalent to ~$2-3M revenue, per quarter. Ramping exponentially. 🚛 Tesla Semi Truck. Just started production. Factory capacity of 50,000 per year. $10B+ in revenue potential. Exciting times to be a @Tesla bull!! ⚡️🐂