People are buying FSD with a car attached, not the other way around
Tesla has just released its Q3 earnings results.
Highlights:
• EPS (non-GAAP): $0.48 (vs. $0.45 est)
• Revenue: $28.05B (vs. $28.3B est)
• Adjusted EBITDA: $3.90B
• Active FSD Subscriptions: 1.74M, up 67% YoY from 1.04M
• Net income (GAAP): $787M
• Free cash flow: $1.53B
• Capex: $4.73B
• Cash & marketable securities: $45.45B, up 9% YoY
Zach schmidt retweeted
Teslas sold out in the U.S. for 2026 (new orders):
• Model 3 RWD
• Model Y L Launch Series
Teslas almost sold out in the U.S. for 2026 (new orders):
• Model Y RWD
• Model Y AWD
Zach schmidt retweeted
We’re literately having the Cybercab launch event, Semi factory launch event and the Roadster launch event all within a 30-day span 🫨
The future of transport is safer, more enjoyable & gives you more time back
With theater, music & gaming apps on a 22" touchscreen, Cybercab offers you a space to be productive or unwind
Soon to be equipped with V5 Starlink hardware, too, for complete connectivity
Zach schmidt retweeted
Tesla has introduced a new form that you can fill out if you are interested in purchasing a fleet of Cybercabs:
Form: tesla.com/robotaxi/interest
Zach schmidt retweeted
🚨 AWESOME! Argentina President Javier Milei is being praised worldwide for filing a law to BLOCK politicians from getting paid if they allow the country's budget to fall into a deficit
"For the first time in our history, if politicians don't do their homework, they won't get paid. It's not the people who'll go unpaid — it's the politicians."
🔥🔥🔥
DO IT IN THE USA!
This is BASED, @JMilei! 🇺🇸🇦🇷
Zach schmidt retweeted
I don’t think most people understand the massive scale of investment Tesla & SpaceX are making in Texas right now.
Everything the two companies are/going to build across the state:
• Terafab (Grimes County)
• Gigasat factory (in Bastrop, currently under construction)
• Optimus factory (at Giga Texas, currently under construction)
• Advanced technology fab (at Giga Texas, currently under construction)
• Tesla Project Crystal Sun (big solar cell plant in Fort Bend County. Late 2026 construction start date)
• Expanded Starlink terminal production facility (in Bastrop, currently under construction)
• Further Starbase expansion (in Starbase)
• Tesla Megafactory 3 (in Brookshire, just started prod)
Zach schmidt retweeted
Sophie Cunningham @sophaller is one tough lady. She’s not afraid to stand up. At the last three @IndianaFever games, she has been booed, criticized by other players and coaches, and even had rallies organized against her. What’s her crime? She simply believes that women and girls shouldn’t have to compete against or share a locker room with biological males. Well, I agree with her and support her request that the @WNBA and the media let her “get back to basketball!”
Zach schmidt retweeted
The guy who can’t even build 1 foot of train tracks with $120 Bn and 7 years in office is trying to take shots at the guy who is landing rocket ships backwards and catching them in midair with chopsticks?
Ok, bro.

























