FSD Dreaming 😴
Usa
Joined October 2011
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FSDreaming🤖 retweeted
Tesla is celebrating Halloween this year by having a Cybercab autonomously drive around Austin with skeletons inside haha 🎃
FSDreaming🤖 retweeted
🇪🇺🇵🇱EU and its vassals in Poland have spent years scaring Poles with claims that Russia is going to invade their country!
Just look at what's happening. This is a blatant coup backed by the EU and Ursula von der Leyen.
In reality, it's an occupation of Poland by Brussels!
FSDreaming🤖 retweeted
HERE'S WHAT HAPPENED IN WARSAW IN THE LAST FEW HOURS — IN ORDER:
→ Riot police in helmets and shields move onto the grounds of Poland's Constitutional Tribunal, the court that checks laws against the Constitution
→ The court's website says its president and vice-president are suspended for one month — not by parliament, by one judge President Nawrocki refused to swear in, who now takes over
→ Nawrocki, over Spain on his way to Senegal, turns his plane AROUND and heads back to Warsaw
→ The court's own X account answers — the website was unlawfully taken over, that judge "is not a judge" and everyone involved is committing a COUP
→ The justice minister asks to lift both men's immunity — and sends 50 volumes of case files to that same judge
Nawrocki's reason, in his own words: "At such a moment, the President must be in Poland."
Not a scheduled return. Not a technical stop.
Nawrocki heard what was happening at one court — and the whole Senegal trip waited.
That's the sequence.
And the list of people in that fight tells you everything about what this night is actually about:
→ A suspended vice-president shut outside a gate locked from inside, saying "a coup is happening"
→ An opposition that says police stormed the building and closed every entrance on Prime Minister Tusk's orders — "from today Poland becomes a police state"
→ A prime minister who calls it restoring the rule of law: "There is no other way"
Police answer: no officer is inside the building, only on the outer grounds.
They say that same judge warned of "threats" to judges and staff, objects were thrown at officers and 3 people were detained for jumping the fence.
The fight underneath: parliament elected new judges, Nawrocki refused to swear in some of them and the court's president kept them off the bench.
The government says it is securing the site during that fight. Its justice minister: "the state must protect the judges."
This isn't just a court dispute.
It's a constitutional crisis on wings — and it turned a presidential plane around over Spain because Nawrocki wasn't done fighting.
One court. Two people claiming to run it. One month on the suspension order.
Tag the friend who swears a court fight like this could never happen inside the EU.
가능한 테슬라-스페이스X 합병 전에 답해야 할 3가지 질문 – Barrons
분석가들과 투자자들에게 테슬라와 스페이스X의 합병은 ‘할지 말지’의 문제가 아니라 ‘언제 할지’의 문제다. 그럼에도 일론 머스크의 수조 달러 규모 기업들이 수직적으로 통합된 인공지능 거대 기업이 되기 전에 답해야 할 몇 가지 질문이 남아 있다.
“가장 큰 세 가지 이슈는 ‘프리미엄, 투표, 그리고 중국’이다”라고 뱅크오브아메리카(BofA) 분석가 알렉산더 페리(Alexander Perry)가 말했다.
대부분의 분석가들은 스페이스X가 인수자가 되어 전액 주식 거래로 프리미엄을 지급할 것으로 본다. 그런데 얼마나 줘야 할까? RBC 분석가 톰 나라얀(Tom Narayan)은 테슬라 주당 480달러면 딜이 성사될 수 있다고 본다. 페리는 20~30%의 프리미엄을 예상하는데, 이 경우 테슬라 주가는 사상 최고치에 근접한 500달러 부근까지 오를 수 있다.
가격 다음으로는 테슬라 주주 투표를 고려해야 한다. 대부분의 경우 테슬라 투자자들은 머스크 CEO 편에 선다. 2025년 수조 달러 규모 주식 보상안이 약 75%의 찬성으로 통과된 것을 기억하면 된다. 그러나 2025년 xAI(2026년 초 스페이스X와 합병)에 투자하자는 비구속적 제안은 ‘찬성’이 ‘반대’보다 많았음에도 실패했다. 페리는 목요일 노트에서 “테슬라 정관은 전체 발행 주식의 과반수 승인을 요구하며, 기권과 브로커 비투표는 딜에 반대하는 것으로 간주된다”고 덧붙였다.
투표보다 더 큰 난관은 중국으로 보인다.
테슬라-스페이스X 합병은 미국 역사상 최대 규모 거래가 될 것이며, 전 세계 규제 당국의 면밀한 검토를 받을 수밖에 없다. 페리는 중국이 “주요 규제 리스크”라고 말했다. “잠재적 딜이 성사되면 테슬라 글로벌 차량 생산의 약 절반을 담당하는 상하이 공장이 주요 미국 방위 산업체 산하에 놓이게 되기 때문이다.”
중국 규제 당국은 2018년 퀄컴과 NXP 세미컨덕터의 합병 제안을 사실상 무산시켰고, 2023년 브로드컴과 VMware 딜도 지연시킨 바 있다.
페리는 합병이 테슬라 주식에 “점진적인 상방”을 제공할 수 있다고 본다. 주된 시너지는 공유 AI 인프라다. 스페이스X는 AI 컴퓨터를 디지털 애플리케이션 제작에 사용하고, 테슬라는 자동차와 로봇 훈련에 사용한다.
FSDreaming🤖 retweeted
F1 월드 챔피언 니코 로스버그, 사이버트럭 FSD 후기
"삶이 바뀌었다"
"레이싱 커리어 내내 운전대를 잡는 건 나였다.
그런데 이제는 기꺼이 운전을 넘길 수 있다"
cf. 2016년 F1 월드 챔피언, 현재 로스버그 벤처스 창업자
cf. 샌프란시스코에서 미팅 이동 중 FSD 사용, 출퇴근 시간이 소중한 시간으로 바뀌었다는 평가
Nico Rosberg, F1 World Champion & founder of Rosberg Ventures, has been testing Cybertruck with FSD(S) around San Francisco, and says "it’s been LIFE-CHANGING!"
"My whole racing career, I was the one in control behind the wheel. But I’m now fully willing to hand over control"
@NicoRosberg @elonmusk
이탈리아 살비니 부총리(인프라·교통장관)가 머스크와 통화 후 FSD의 EU 신속 승인을 공개 지지. EU 승인은 15개국+인구 65% 필요. 이탈리아 비중 약 13%로, 독일 지지에 이어 승인 확률 크게 상승.
Italy's Deputy Prime Minister and Minister of Infrastructure and Transport supports @Tesla's FSD (now named Tesla Assisted Driving in Europe) to be approved in the country (and EU).
FSDreaming🤖 retweeted
Barclays on Alphabet $GOOGL:
“Cloud was once again the standout performer, growing 103% y/y, reflecting the first small wave of TPU-aaS revenue.”
“The comment about ‘prioritizing user experience first’ (followed by monetization later) admittedly gave us a bit of PTSD...”
“It's becoming clear that blue-link queries aren't growing nearly as fast as total queries, and we worry that more aggressive agentic product flows in Search in '27 may exacerbate this trend.”
“Fair to say this is an investor ‘code yellow’, but not some kind of AI roadkill situation.”
“At 14x '28 EPS with slowing ads growth in '27, shares are still attractive, but may stay under pressure for a bit.”
FSDreaming🤖 retweeted
$GOOG is down 7% after Search revenue growth of 12%, below the Street’s 15% estimate. Search had been beating estimates since March of 2025.
If this was a clean miss with no one-time factors, it will likely restart fears that generative AI and increasingly personalized bots will nibble away at growth.
Look for comments on the call about how they plan to navigate this upcoming wave.
FSDreaming🤖 retweeted
More than 160 House Democrats are backing legislation that would bring back the federal EV credit.
Here's what in the bill proposal:
• Double the EV credit for new EV purchases from $7,500 to $15,000.
• Double the used EV credit from $4,000 to $8,000.
• Lower income thresholds for new EV tax credits:
- Married filing jointly: $225,000 (down from $300,000)
- Head of household: $169,000 (down from $225,000)
- Single filers: $112,500 (down from $150,000)
• This bill would make all these tax incentives permanent.
The legislation was introduced on October 22 and has been referred to House committees. It has not been passed into law and there is no guarantee it will become law.
FSDreaming🤖 retweeted
HARRY KANE IS THE 2026 BALLON D'OR! #ballondor
FSDreaming🤖 retweeted
Tesla has just officially announced that they will launch Unsupervised Cybercab rides for the public in Dallas, Texas next month.
FSDreaming🤖 retweeted
Tesla just registered another 69 Cybercabs for its Robotaxi fleet, bringing the total number of Cybercabs registered to date to 420, according to the Texas DMV.
Yes, these are real numbers.
FSDreaming🤖 retweeted
NHTSA, 오늘 사이버캡처럼 스티어링 휠과 페달이 없는 자율주행차에 대한 미국 연방 규제 장벽을 제거하기 위한 새로운 규정안을 제안했다고 발표
NHTSA announced today that they are proposing new rules aimed at removing U.S. federal regulatory barriers for autonomous vehicles without steering wheels or pedals, such as @Tesla's Cybercab.
The proposed changes include:
• Eliminating requirements for manually operated turn signal controls in vehicles without steering wheels or pedals: "NHTSA has concluded that the self-canceling and manually operated control requirements in the current standard are unnecessary for turn signal operating units that are installed on vehicles without manually operated driving controls."
• Allowing autonomous driving systems to control turn signals, hazard lights, and high/low beams without traditional driver-operated switches.
• Removing certain dashboard indicator requirements for turn signals and high beams in vehicles without manual driving controls.
• Allowing optional cyan-colored exterior lights to indicate when a vehicle is operating autonomously, with standardized requirements for their placement, brightness, and operation.
• Eliminating outdated restrictions on vertical headlight arrangements, giving automakers greater design flexibility.
• Allowing modern integrated headlights to be tested at manufacturer-specified voltages rather than requiring 12.8 volts.
NHTSA says the changes are intended to eliminate unnecessary regulatory barriers, reduce costs, and enable innovation without compromising vehicle safety.
FSDreaming🤖 retweeted
NHTSA announced today that they are proposing new rules aimed at removing U.S. federal regulatory barriers for autonomous vehicles without steering wheels or pedals, such as @Tesla's Cybercab.
The proposed changes include:
• Eliminating requirements for manually operated turn signal controls in vehicles without steering wheels or pedals: "NHTSA has concluded that the self-canceling and manually operated control requirements in the current standard are unnecessary for turn signal operating units that are installed on vehicles without manually operated driving controls."
• Allowing autonomous driving systems to control turn signals, hazard lights, and high/low beams without traditional driver-operated switches.
• Removing certain dashboard indicator requirements for turn signals and high beams in vehicles without manual driving controls.
• Allowing optional cyan-colored exterior lights to indicate when a vehicle is operating autonomously, with standardized requirements for their placement, brightness, and operation.
• Eliminating outdated restrictions on vertical headlight arrangements, giving automakers greater design flexibility.
• Allowing modern integrated headlights to be tested at manufacturer-specified voltages rather than requiring 12.8 volts.
NHTSA says the changes are intended to eliminate unnecessary regulatory barriers, reduce costs, and enable innovation without compromising vehicle safety.
FSDreaming🤖 retweeted
루머📌
🇺🇸 로이터, 테슬라 내부서도 일론 합병 발언에 우려💦
━ 주요 내용 ━
✅ 로이터 보도, 테슬라 내부 관계자들 우려감 표출했다 밝혀
✅ 일론의 공개 합병 발언이 주주 관심을 키워 협상을 복잡하게 할 수 있다는 걱정 💦
✅ 러스 몰드(AJ벨 투자이사) "합병 소식 기다리는 '림보' 구간 진입 위험"
출처: boursorama.com/bourse/actual…
