X @Herbert Ong

RT Bradford G Smith (Brad) (@ALScyborg)Fascinating breakdown from @herbertong on Brighter with Herbert (Cyberbulls E185) with @thejefflutz & @cernbasher: Tesla’s latest updates raise big questions — good news & bad news on Q1 deliveries (358K miss vs estimates but up YoY & strong production), Optimus Gen 3 reveal delayed for finishing touches but summer production ramp still on, FSD 14.3 employee testing, lumpy energy, yet the AI/robotics & robotaxi vision marches forward. Classic Tesla mixed signals! https ...