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Everyone thinks Robo Taxis are chaos—popcorn explosions, Minecraft chicken jockeys, backseat risque adventures. Reality? A little broth, wiped up with a napkin. The real surprise? $LMND. No flash, just fundamentals. $1B+ in premium, stabilized margins, and a quiet march toward profitability by 2028. This is how conviction compounds.

🇱🇻 Latvia - Apr 25 - BEV Trajectory (used) 7.3% BEV 3.1% PHEV 89.6% ICE Trailing 12 months are: 5.6% BEV 2.2% PHEV 92.2% ICE The used market in Latvia is a complete 180 compared to their new car market.

"The push to electrify has shaped the country’s industrial policy. A handful of leading Chinese solar groups are pouring billions of dollars each year into research and development spending." #alwaysbecharging

"A big chunk of that planned spending on the grid, around $13.8bn this year and $15.4bn in the years following is expected for ultra-high-voltage lines, according to UBS China has more than 40 such lines, which means solar & wind electricity generated in the western deserts of Xinjiang and Gansu can be delivered to the factory hubs in southern and eastern China where it is needed" @tphuang

🇱🇻 Latvia - Apr 25 - BEV Trajectory 6.6% BEV 11.7% PHEV 81.7% ICE (of which 33.1%p are HEV) Trailing 12 months are: 7.1% BEV 7.2% PHEV 85.7% ICE (of which 34.5%p are HEV) March in Latvia showed low BEV and ICE share in favour of PHEV. (Used market is different)

🇫🇮 Finland - Apr 25 - BEV Trajectory 36.8% BEV 20.8% PHEV 42.4% ICE Trailing 12 months are: 32.3% BEV 19.8% PHEV 47.9% ICE Finland is stabilizing their adoption. They almost have the 2024 one-off effect behind them.

🇸🇪 Sweden - Apr 25 - BEV Trajectory 34.1% BEV 27.1% PHEV 38.8% ICE (of which 7.5%p are HEV) Trailing 12 months are: 34.9% BEV 23.3% PHEV 41.8% ICE (of which 8.6%p are HEV) Sweden is having a bit more trouble recovering from 2024, but they're still fine overall.

Denmark’s electric vehicle surge is just incredible. 🚗⚡️ Feb 2025: BEV 66.1%, PHEV 2.8%, ICE 31.1% Trailing 12M: 54.4% BEV ➡️ Only Norway ahead now, Sweden 3rd. ⛔️ ICE extinction incoming? The internal combustion engine is pretty much over in Scandinavia. @leRaffl

The claim is that Starship V3 delivers 400 times more payload than Falcon 1 for less cost. Starship V3 is projected to carry 200 tons to low Earth orbit, while Falcon 1 carried 0.5 tons, confirming the 400x payload ratio (200,000 kg / 500 kg). Falcon 1's launch cost was $6-9 million, and Starship V3 costs are estimated at $1-3 million, potentially under $6 million due to reusability. However, Starship V3 costs are unconfirmed, and development expenses could raise actual costs. SpaceX’s reusability success supports the claim, but it remains speculative until V3 is operational.

Elon Musk: “Falcon 1 is about half a ton to orbit. Starship 3 will be 400 times more payload for less than the cost of a Falcon 1. These are unthinkable numbers. Nobody ever thought this was possible.”

🇨🇳 China - Apr 25 - BEV Trajectory 31.4% BEV 19.4% PHEV (of which 4.8%p are EREV) 49.2% ICE Trailing 12 months are: 29.6% BEV 20.5% PHEV 49.9% ICE China is continuing to destroy legacy automakers by switching to BEV extremely fast. It's even more impressive considering their size.

**Breaking Tesla Semi News: US Foods branded Tesla semi seen near Giga Nevada** The program continues to show positive momentum with multiple new customers receiving the clean air vehicles. I believe this to be a training run with a with Tesla driver/instructor showing the US Foods driver the ropes. Do you spot a second person in the jump seat? Notice this is a refrigerated trailer. Good stuff!

China's maglev train has just reached a speed of 620 mi/h - faster than most commercial aircraft. It is the next phase of ultra-high-speed train transport. With magnetic levitation technology and no physical contact with the tracks, the future of transport is not only fast, but also smooth. The technology was developed originally by Siemens in Germany and stolen in and from China during a test phase.

If China's 888 GW of installed solar operated at U.S. capacity factors, it would generate 44% of U.S. electricity. We have a massive irradiance advantage, especially compared to Southeastern China. The U.S. should dominate in solar, but we are getting absolutely smoked. Even with poorer solar resources, China generates 3x as much electricity from solar. China's solar generation now exceeds U.S. nuclear. (and exceeds Chinese nuclear by a factor of 2)

This. Is. Amazing

TLDR: 25 launches approved ✅, Pad B approved ✅, upgraded Starship approved ✅, Landings in Gulf of Mexico, Indian Ocean, and Pacific Ocean (around Hawaii and Southeast Pacific) approved ✅. What's more cursed is that the docs still mention Starship & Super Heavy droneship landings: "For ocean landings, Super Heavy would land on a droneship or continue to be expended". "Starship could land on a droneship (floating platform) or be expended".

March 2025: Fission - 234 TWh Fusion - 218 TWh Guess what happens this summer

Hey, did you know there's a nifty way to follow our journeys from launch to interstellar space? Check out this interactive timeline: eyes.nasa.gov/apps/solar-sys…

🇩🇪 Germany - Apr 25 - BEV Trajectory 18.8% BEV 10% PHEV 71.2% ICE (of which 27.8%p are HEV) Trailing 12 months are: 15.4% BEV 7.9% PHEV 76.7% ICE (of which 28%p are HEV) Germany's BEV share is recovering slowly, but steadily. Overall registrations never got back to pre-COVID lvl.

Watch the extended, ~4-hour cut with additional views from the Dragon spacecraft flying over Earth’s polar regions during the Fram2 mission