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Tesla Beats Consensus for Q2 Deliveries 481,126 Cars Like I Called Yesterday

Tesla had a generational beat on Q2 deliveires with almost 20% over consensus with 74000 over 406,000. It shows that the analysts were only lucky last few times, where Tesla was low on production. Now an actual good quarter. China 240-260K, europe 90K, US 150K. Tesla can come in at 481K.
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TESLA and SPACEX Can Get100 GIGAWATTS of Power for AI Data Centers Using Modular Power and AI

Duke “Rethinking Load Growth” reports that having a flexible energy demand during 3 peak hours unlocks 20% more overall power. Curtailing just ~0.5–1% of annual energy could unlock on the order of 76–100 GW of new load on today’s US grid. This is how Tesla, SpaceX and XAI can use virtual power plants, batteries to ... Read more
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Discussing the Future of AI With Warren Redlich

Anthropic AI Revenue I, Brian, describe the explosive revenue and usage growth of frontier AI companies. Anthropic’s revenue reportedly jumped dramatically (from ~$1B to $10B ARR, then to a $50B annual run-rate) thanks to new models like Opus 4.5 and now Fable. Demand is massively outstripping supply (reportedly 5x more demand than available compute), which ... Read more
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Huge Tesla Delivery Beat Likely for Tomorrow

The IR-compiled delivery consensus is 406,024. This should get beaten by 60,000-80,000 cars. Tesla vehicle shipments – Part 2 Kalshi also moving much higher. My number is 490k plus for shipments, with an absolute minimum of 475k. Kalshi (directional "Above X" markets) Above 460k: ~65% (up sharply, e.g., +24 points in recent data).kalshi.com Above 470k: ... Read more
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Tesla Unsupervised Robotaxi and Cybercab Will Crush Others with Lowest Cost Per Mile

Tesla Cybercab production lines are already running. Actual manufacturing and scaling are underway (not just prototypes). There will be a significant announcement that is related to GigaTexas scaling on July 7th. One week from today. Tesla is super confident about dominating operational cost dominance with Cybercab. Tesla will crush others with the lowest cost per ... Read more
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Impulse Space is a Unicorn with Key SpaceX Alumni to Transform Post Launch Service

Impulse Space has over a $1 billion raised and $4.26 valuation and has key SpaceX people like Tom Mueller. They will be selling in-space mobility as a service rather than hardware. They provide orbital transfer, last-mile delivery, hosting, deployment, and high-agility maneuvering after a launch vehicle separates the payload in LEO. Nextbigfuture covered Impulse in ... Read more
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TESLA FSD 14 Lite for Millions of HW3 Vehicles

Tesla v14 Lite is being rolled out to FSD Hardware 3 customers. This gives most of the FSD 14 capability to older HW3 cars. They distilled the intelligence from HW4 V14 into HW3. This allows HW3 to directly learn how to handle scenarios using HW4 V14 as a guide. This process unlocks the improvements that ... Read more
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