Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice. Tesla referral link: tesla.com/referral/cern38435

Austin, TX
This was a lost opportunity - they could have added another 12 today - and doubled the Cybercab fleet!
And there you have it: 420 Model Y's and 69 Cybercabs! The fleet didn’t scale. It aligned.
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The annual fuel savings from the Tesla Semi are extraordinary. At high diesel prices, a fleet running 100,000 miles a year could save many tens of thousands of dollars per truck, per year on fuel alone. For trucking companies operating hundreds - or thousands - of trucks, the economics compound very quickly. 10,000 trucks x $66,000 in fuel savings per truck per year = $660 million per year!
Buy a Tesla Semi and save $65,000 on fuel costs per year. Over a few years, the fuel savings alone can go a long way toward paying for the truck. Then add potentially lower maintenance costs, regenerative braking, better performance - and zero tailpipe emissions.
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And for 60,000 miles per year
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The same table at 80,000/miles per year.
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Replying to @cybertruck
The economic case for Semi is clear
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And there you have it: 420 Model Y's and 69 Cybercabs! The fleet didn’t scale. It aligned.
69 Cybercabs...
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This should be Semi-interesting!
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Tesla Semi Pre-Reveal Revealed! Excited to share this segment of the drone flight one day prior to the Tesla Semi Reveal event. They have added branding to several Tesla new generation semis. Including: Pepsico US Foods Einride LTS Nevoya OK Produce ABF Freight DHL WattEV IMC Logistics HMD Some of these we knew about and some are previously unknown. @tesla_semi @danWpriestley
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The first Cybercab built with Tesla’s own cathode material from the new Giga Texas plant is a bigger deal than it first appears. Cathode is the most expensive and performance-defining part of a lithium-ion cell, and large-scale production of it has long been concentrated outside North America. By making this material in-house at the first sizable cathode facility in the Americas, Tesla shortens its supply chain, lowers cost, and gains tighter control over the 4680 cells meant to power high-volume Cybercab production. It is another concrete step in the vertical-integration strategy Tesla laid out years ago, moving the company closer to producing the full battery stack on U.S. soil as robotaxi output begins to scale.
First Cybercab made using our in-house cathode material – from the first cathode plant in the Americas
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Anduril just took first place in XPRIZE’s Autonomous Wildfire Response track. Its Lattice software links ground Sentry towers, airborne sensors, and Ghost-X drones into one loop: detect a fire, confirm it isn’t a decoy, fly the nearest aircraft, and drop retardant - aiming to finish the job within 10 minutes across ~1,000 km². The system was tested on live fires in Alaska and also won a $1M bonus for detection accuracy. The idea is simple: treat an ignition like a time-critical target, and let software coordinate the response before the fire gets big. Impressive!
Bringing autonomy to the next fight: wildfires. Anduril has earned first place in the Autonomous Wildfire Response Track within the @xprize competition. Our solution manages the entire wildfire lifecycle with minimal human intervention. Lattice coordinates assets across air, land, and space to detect and respond faster. The award reflects Anduril's deep experience building firefighting tech including more than two years of dedicated work with XPRIZE. During the rigorous finals test in the Alaskan wilderness, our platform autonomously detected, fought, and suppressed live fires. Destructive wildfires are a global crisis. Anduril and XPRIZE are pioneering faster, more scalable and more automated ways to fight them.
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Thanks, Peter! This is the beginning of the end for destructive wildfires. In a country that loses ~$500B every year to wildfires, even tiny gains make for huge savings, to say nothing of the incalculable value of lives and homes.
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Congrats to @PalmerLuckey and Anduril for winning the Wildfire XPRIZE - for detecting and suppressing a wildfire within 10 minutes of ignition!
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