Hans C Nelson 🗽
@HansCNelson
Followers
9,212
Following
1,088
Media
1,158
Statuses
12,465
Halfwit. Tech pundit. Liberty lover. | Follower of Jesus | Cohost: | Save $1k on a new Tesla:
Texas, USA
Joined February 2019
Don't wanna be here?
Send us removal request.
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Pinned Tweet
Ode To The Code Not Used
Oh, gather 'round, ye future Tesla buyers,
Hear my tale, and stoke your inner fires.
There's a man named Hans, with a code so grand,
But heed my words, make no haste, DO NOT expand.
Why use
@hanscnelson
's code, you might ask,
When you can embark on this
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I've said it before.
I'll say it again.
Cars are to Tesla what books were to Amazon.
Buckle up. The next 10 years are gonna be 🤯
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You can't borrow my conviction in $TSLA w/o putting in the work to understand the company yourself.
My conviction comes from literally 1000s of hours of research.
And I'm not touching my investment for the next 5 years.
If you don't have time or the ability to study, don't
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For those that think
@elonmusk
is asleep at the wheel, don't forget that we're making the impossible merely late.
1 down.
1 to go.
2 main goals this year:
- Starship to orbit
- FSD wide release
Many other things, of course, but those are the 2 giant kahunas. Will require insane work by many super talented people, but, if anyone can do it, they can.
It is an honor to work with such awesome human beings.
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Dear Delaware,
GFY.
Sincerely,
@Tesla
Shareholders
Both Tesla shareholder resolutions are currently passing by wide margins!
♥️♥️ Thanks for your support!! ♥️♥️
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@BillAckman
You’re not operating in the business world.
This is politics, and no such code exists.
The Rubicon has been crossed, and there’s no going back.
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Everyone needs to stop talking about climate change as a reason to switch to renewable energy.
Actions show that no one actually cares if it means they have to use LESS energy. Not even Al Gore.
You don't see him living like a caveman to save the planet, do you?
The real
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@cooltechtipz
Standard siphon.
The two straws just have to be primed to start it, at which point the liquid is allowed to flow freely between all three glasses until it is evenly distributed by pressure.
The first straw is essentially primed by default in the two full glasses, so the 2nd
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Meet Max.
2018 Model 3 LR AWD with FSD.
New content will be forthcoming.
After years of owning $TSLA, I finally get to own a Tesla!
The name is an 80s movie reference. Can you guess where it's from?
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HUGE PROPS to everyone on the
@Tesla
autopilot team!
Delivering 12.5.4 with:
- No nag driver monitoring
- Including sunglasses
- Actually Smart Summon
On HW4 AND HW3, no less, is a MASTER STROKE of execution.
@elonmusk
&
@aelluswamy
should be incredibly proud of
@Tesla_AI
!
FIRST IMPRESSIONS: FSD 12.5.4 + A.S.S. on Max, the 2018 HW3 Model 3 LR
TL:DR on 12.5.4
No nag is amazing. Driver monitoring w/ sunglasses is impressive. Smoothness is improved. Decision making is improved. Decisive maneuvers are improved. It just feels like a much more refined
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@lexfridman
@elonmusk
Even if
@elonmusk
was absolutely terrible, we all know you would find nice things to say about his effort just because that’s the type of guy you are ☺️
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@WIRED
According to people who study good journalism and enjoy being informed, Wired has long since become a victim of a pernicious pattern known as garbage writing.
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I'm a Christian who's a big fan of Science (not "the science"™) and technology.
@stevenmarkryan
is an atheist who acknowledges that religions do seem to play an important role in high functioning societies (at least for now).
We'll be having a discussion this evening together
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@DivesTech
@GerberKawasaki
@LastCallCNBC
Umm, NO.
He certainly is not welcome back into the retail 🐂 community.
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2018 OEMs: The competition is coming! Look out for all our “Tesla Killers.” We’re really going to show Tesla how EVs are done at scale.
2018 Tesla: Bring it
2023 Tesla: Where all you Tesla killers at?
2023 OEMs: EVs are too hard. We give up.
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How is
@jason
so wrong on the roll out of
@Tesla
Robotaxi's?
10 years to be 5% of rides? 😂
Between their low COGs & general approach, Tesla can turn Robotaxis on in every major market that allows it at roughly the same time.
Waymo cannot.
There is no one else.
E176 is LIVE on
@X
lots to cover on this one!
(0:00) bestie intros: reservation tips!
(5:20) $META goes scorched earth in AI, why the stock was down despite beating on earnings
(22:20) $TSLA's roadmap: ranking the company's highest-upside bets outside of cars for the next 10
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Reminder to everyone.
@elonmusk
doesn’t hold people’s hands.
Not his employees.
Not his investors.
You either get it or you don’t.
We need to hear the rationale for the cost cutting, the strategy going forward, product roadmap, and an overall vision from Musk next week on the call otherwise many investors might head for the elevators during this Category 5 perfect storm of weak demand TSLA is seeing globally
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@GalitDistel
"Invest this energy in one thing; Erasing all of Gaza from the face of the earth."
This is a sickening statement.
If you cannot separate Hamas from Gaza, you don't deserve the support of your nation or the civilized world.
What an incredible disservice to the nation of Israel
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This was an absolutely brain melting conversation with
@jamesdouma
!
He is such a wealth of knowledge, and he explains his insights in such an easy to understand way.
It was a pleasure, as always!
And shout out to
@farzyness
for doing an incredible job as the host.
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@thecfrazier
@pearlythingz
@sovereignbrah
@scrowder
The fact that Mark Driscoll was a speaker in the first place was all the red flags necessary to stay far away.
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Surreal to think about not listening to
@TeslaPodcast
every weekday anymore.
His tireless work on behalf of the entire
@tesla
community has been a true triumph of journalism.
His candor, rigor, objectivity & thoroughness have put lifelong professional journalists to shame.
This is the end, my only friend, the end.
Tesla has made it!
Should we talk about something else?
🎦
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If I can count pixels and do math,
@Tesla
is adding over 10 Million FSD miles per day right now.
That's a run rate of over 3.6 BILLION miles per year.
The data advantage just keeps growing.
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Tesla will 💯 offer free (or ridiculously cheap) trials of FSD subscription for all hardware capable vehicles in the fleet sometime in the next two years. 📘 it.
That will be THE DAY that Tesla's FSD crosses the chasm into mainstream adoption.
This is not well understood.
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FIRST IMPRESSIONS: FSD 12.5.4 + A.S.S. on Max, the 2018 HW3 Model 3 LR
TL:DR on 12.5.4
No nag is amazing. Driver monitoring w/ sunglasses is impressive. Smoothness is improved. Decision making is improved. Decisive maneuvers are improved. It just feels like a much more refined
12.5.4 + Actually Smart Summon installing on my ancient 2018 Model 3!
...and some people thought HW3 was going to be in purgatory...
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Your RIGHT to post misinformation & disinformation is CRITICAL!
Why?
The CIA is a thing.
The NSA is a thing.
The foreign equivalents of these agencies are a thing.
What are these agencies?
They are highly effective, highly professional, purpose built “misinformation” &
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@GerberKawasaki
Maybe you should send your clients this tweet instead of Yahoo finance articles...
@SwipeWright
Yes, “decolonization” necessarily implies a Jewish genocide, thus it is unacceptable to any reasonable person
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@farzyness
The whole world is corrupt. There is no exception.
But America is 💯 exceptional.
There isn't another country on the planet where
@elonmusk
would have been able to accomplish what he has accomplished here.
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@VivekGRamaswamy
@GovChristie
Both the RNC and DNC are absolutely disgraceful, anti-American institutions at this point.
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People act like they’ve never seen a milk tanker 😂
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@elonmusk
think cars are for
@tesla
what books were for
@amazon
.
If he's right, then FSD V12 is the beginning of the AWS (Amazon Web Services) phase of
@Tesla
's growth story.
I've said it before.
I'll say it again.
Cars are to Tesla what books were to Amazon.
Buckle up. The next 10 years are gonna be 🤯
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@ray4tesla
You can tell that this wasn't written by an engineer or anyone who understands casting.
Contrary to what the headline implies, GM didn't acquire LK Machinery or Idra, who make the actual giga casting machines.
Sand casting, the technology that TEI specializes in, is used in the
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5X to 10X fewer interventions = exponential improvements
We are beginning the AlphaZero phase of FSD.
@WholeMarsBlog
Yeah, seeing it everywhere.
Btw, 12.4 goes to internal release this weekend and limited external beta next week. Roughly 5X to 10X improvement in miles per intervention vs 12.3.
12.5 will be out in late June. Will also see a major improvement in mpi and is single stack – no
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Instead of unveiling the compact model with steering wheel and pedals…
they’ll show us the robot car first.
Like a magician’s sleight of hand…
Then poof, one day soon, compact
@Tesla
’s with steering wheel and pedals will magically appear on the website available for order.
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This is it folks.
@WholeMarsBlog
All US cars that are capable of FSD will be enabled for a one month trial this week
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@LimitingThe
This is the exact right take.
I will be absolutely jumping for joy if
@Rivian
can survive & thrive over the next decade.
I'm rooting for them.
But I wouldn't invest a single cent into that company with any expectation of return at this point.
If they can't generate a profit
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Apparently ‘tis the season for
@PeterHotez
hot takes.
I honestly don’t care if he has a “debate” with
@RobertKennedyJr
on
@joerogan
’s podcast or anywhere else.
But if he’s going to start smearing 💩 in public, I do expect him to at least attempt to debunk specific claims made
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@LimitingThe
Since then they’ve added:
-Data pipeline excellence
-AI training hardware excellence
-AI training software excellence
-AI inference hardware excellence
-AI endpoint hardware excellence
These among other things, but these 5 are the largest drivers of long term value IMHO.
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Switching sides in the idiot olympics isn't going to help.
The RNC is just as dysfunctional as the DNC, just in a different way.
We need new and better options.
@AdamLowisz
@ashleevance
I have a lot of Democrat friends, but they are increasingly switching to Republican
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Completed my first test of A.S.S.
Wow.
Pretty incredible that my 6 y/o car can suddenly drive itself 100% autonomously in parking lots through a simple O.T.A. software update.
12.5.4 + Actually Smart Summon installing on my ancient 2018 Model 3!
...and some people thought HW3 was going to be in purgatory...
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12.5.4 + Actually Smart Summon installing on my ancient 2018 Model 3!
...and some people thought HW3 was going to be in purgatory...
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Also conveniently something the F-150 didn't also do since it couldn't make it over the culverts in the first place...
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This is a REALLY REALLY REALLY REALLY BIG deal.
Did I mention that it was YUGE?
No really. It's BIG.
The subscription price of
@Tesla
Full Self-Driving Capabilities has been officially reduced to $99/month!
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Receipts.
Tesla will 💯 offer free (or ridiculously cheap) trials of FSD subscription for all hardware capable vehicles in the fleet sometime in the next two years. 📘 it.
That will be THE DAY that Tesla's FSD crosses the chasm into mainstream adoption.
This is not well understood.
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Consider this an admission that this chart was upside down and backwards the whole time.
Here. I fixed it.
NEWS: GM is reportedly canceling Ultra Cruise, the automaker’s next-gen semi-autonomous driver assistance system, and refocusing on the less capable Super Cruise.
Ultra Cruise was announced in 2021 as the next evolution of the GM Super Cruise system, offering hands-free driving
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No one realizes what a huge catalyst Starship is for solar cost declines.
We’re going to be lofting so many solar powered objects into space that justify big spend on large quantities of the highest performing solar cells known to man.
It’s a big Wright’s law trigger.
One square mile on the surface receives ~2.5 Gigawatts of solar energy. That’s Gigawatts with a “G”. It’s ~30% higher in space. The Starlink global satellite network is entirely solar/battery powered.
Factoring in solar panel efficiency (25%), packing density (80%) and usable
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Just had an incredible conversation with
@rohanspatel
&
@farzyness
about Tesla, Elon, effective management, government, the IRA bill, and so much more.
Y'all are gonna love this one when it drops tomorrow.
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@jonjfarb
Real estate is a great option, but I there is also a big sampling bias here.
If this guy had done the same schtick in Palo Alto instead of Miami, the overwhelming consensus answer would have been software, not real-estate.
Doesn't mean that real estate isn't great, even in Palo
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@justinamash
People might support that idea if y'all actually did your job in the first place.
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I've been around the $TSLA block a few times.
This was one of the highest quality and most thought provoking
@Tesla
discussion I've listened to in a long time!
Huge kudos to all involved.
@herbertong
,
@TeslaBoomerMama
,
@thejefflutz
, & incredible special guest
@DataTrekMB
.
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Tesla engineering nerds
@HansCNelson
and
@NickGibbsIAG
dissect Sandy Munro's exclusive tour of Tesla's CyberTruck manufacturing line! Deep dive new insights into the cutting-edge production methods that give CyberTruck its futuristic new look!
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Did
@elonmusk
basically just say that end-to-end was the (surprisingly simple) solution to FSD this whole time?
@jamesdouma
@DrKnowItAll16
@realGeorgeHotz
@WholeMarsBlog
@M_IsForMachine
@TeslaLarry
@a_meta4
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Shareholders have voted!
Leo, Ross, Fred, & friends are OFF the island.
👋 Byeeeeee!
@KoguanLeo
,
@GerberKawasaki
,
@FredericLambert
Both Tesla shareholder resolutions are currently passing by wide margins!
♥️♥️ Thanks for your support!! ♥️♥️
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You know who doesn't give a flying fart about the opinion of these 5 activists or the "shame of the Kenyan government"?
500,000 people who now have clean drinking water.
End of story.
While American YouTuber MrBeast’s goal was to provide clean drinking water for 500,000 people, activists say his actions shamed the Kenyan government and helped perpetuate the stereotype that Africa is "dependent on handouts."
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This is a difficult time for me.
Thoughts and prayers would be appreciated...
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Lee has publicly stated that he doesn’t have the technical understanding to evaluate whether FSD is solvable or not, but now he can confidently tell you it’s less than 0.1% solved.
Friends don’t let friends listen to “finance guys” on technical topics.
Still >0.1% the way there to FSD solved.
Sure it’s outstanding now, but consumers don’t even care, given a low take rate and not even a popular reason to buy a Tesla.
This stock price is running on fumes. From cultists smoking hopium.
Car sales continue to dwindle. Despite the
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Top 5 reasons why $PLTR sucks…
compared to $TSLA.
Or: why I only allocate <10% off my portfolio to $PLTR as a long term buy and hold investor who has thoroughly researched both Tesla & Palantir for the past few years.
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This is the iPhone moment of
@Tesla
.
A "one more thing" moment for the ages.
Optimus IS THE NEXT PLATFORM SHIFT.
Not just in consumer electronics, but in the commercial & industrial sectors as well.
If you thought Facebook, Uber, AirBNB, Tik-Tok, etc. were big, just wait.
Optimus can now sort objects autonomously 🤖
Its neural network is trained fully end-to-end: video in, controls out.
Come join to help develop Optimus (& improve its yoga routine 🧘)
→
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That would be a run rate of ~130k Cybertrucks per year.
I bet internal goal is still much higher.
Made the impossible possible with
@Cybertruck
. Our goal is to ramp production to 2500 units/week by end of year
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@elonmusk
@WholeMarsBlog
@jimfarley98
, you need to be working on this ASAP if
@Ford
is going to have a snowball's chance in hell at survival.
Your supply chain & design cycle timeframes are way too long to be messing around w/ a blue cruise architecture that has 0 hope of matching FSD.
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If you want to invest in AI & Robotics over the next decade and you aren't buying $TSLA, what are you even doing?
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I know a lot of people are annoyed w/
@jordanbpeterson
's handling of the interview here.
While I can understand that sentiment, I really enjoyed the conversation.
Jordan got some very interesting nuggets out of Elon.
And if you have tracked w/ some of Jordan's recent
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@justinamash
His dress code is an accurate reflection of the deference the Senate actually deserves.
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@KonstantinKisin
I say this as a fan of yours.
And perhaps this isn't a dig at
@martyrmade
. If not, then you can disregard the comment below.
But if it is, and you're trying to paint Darryl as a "woke leftist," then you're either too lazy to do your homework or you're too triggered to avoid
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This is why V12 is HUGE!
@Tesla
is at the forefront of real world AI video processing.
"A 4-year-old child has seen 50x more information than the biggest LLMs that we have." -
@ylecun
20mb per second through the optical nerve for 16k wake hours 🤯
LLMs may have consumed all available text, but when it comes to other sensory inputs...they haven't even started.
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If you or I "accidentally" did this, we'd go to jail for life.
But 0 US officials will be held accountable for this.
Double standards FTW!
BREAKING: The US government has accidentally sent at least $239 million in development assistance to the Taliban since 2021 due to the State Department's failure to properly vet award recipients, according to a new report.
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The significance of this is not well understood.
First time release of V12 to any vehicle on the east coast means
@Tesla
's confidence in V12 is growing fast!
If we can maintain a pace of expanding access every month, progress by year's end will be 🤯
Within the last hour,
@Tesla
deployed Full Self-Driving (Beta) V12.3 to thousands of customer vehicles across the United States, including the east coast. 🎉
All vehicles in this wave are originating from 2023.44.30.8 and 2023.44.30.14.
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@kevinmyoung
If you don't like racism, you shouldn't support the vast majority of institutions pushing DEI or CRT.
I know you won't believe me, but you owe it to yourself to at least read the writings of progressives like
@waitbutwhy
,
@JonHaidt
, &
@mattwridley
.
Don't let people fear monger
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@farzyness
It won't take long once production ramps up.
First, there will be 1 electrician in a town who's a tech nerd to buy one and wrap it.
He'll get so much attention and business it will be nuts.
Then all the plumbers, carpet cleaners, and other tradies will see it, copy it, and so
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As you decide how to vote on proposals 3 & 4:
Are you going to listen to shortsighted & bitter investors who’ve never brought you a useful product in their whole life like
@KoguanLeo
?
Or are you going to listen to one of the key team members who’s bringing you FSD V12?
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What did Ashok see? 👀🤷♂️
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Hmm 🤔
Does this mean that one day soon he’s going to out Elon Elon?
Meet "Elon Musk 2.0", Founder of Figure AI, New Darling of the AI World
@adcock_brett
@Figure_robot
@elonmusk
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@GadSaad
@elonmusk
How much of this is related to COVID, and how much of it is just a degradation in the resilience & critical thinking capacity of Gen Z based on excessive exposure to social media during critical stages of their brain development?
@imPenny2x
A factor I didn't mention is just general ability of Gen Z to think critically as a group.
I don't think that growing up on social media during the brain's developmental process is constructive on average for someone's long term ability to think critically.
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This is so bullish. It means that the safety of FSD is getting to be so good that they are comfortable letting lots more people use it.
Also signals that
@tesla
will maximize revenue from FSD thorough aggressive pricing strategy as the system improves.
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Had a blast w/
@herbertong
as usual.
Today we covered the implications of
@DivesTech
's view on $TSLA and the outlook moving forward for distressed legacy OEMs.
Tesla Will Hit 1 Trillion in 2024 Says Dan Ives of Wedbush
@DivesTech
Follow Hans Nelson:
@HansCNelson
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Texas sucks sometimes...
Why can I not pick up a used Tesla out of state and have it registered here in Texas?
Boooooo!
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Any ideas what
@elonmusk
means by saying inference compute will be "primarily in car"?
Does that mean
@Tesla
will be developing significant inference capability that is not in the car as well?
@WholeMarsBlog
Tesla will spend around $10B this year in combined training and inference AI, the latter being primarily in car.
Any company not spending at this level, and doing so efficiently, cannot compete.
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I'm not good at buying dips.
I'm not good at swing trading.
I'm not good at gambling on options.
I'm not good at using leverage.
Patience is my investing super power.
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I see:
- Powered scissor doors
- Maximizes accessibility
- Simpler than falcon wing doors
- Can open/close autonomously
- Door handle recessed into slot in window glass
- 2 seats
- Semi-gloss (at minimum) COLORED body panels (plastic?)
- Windows don't appear to roll
Tesla Cybercab doors
(I don’t think this is real)
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I have an honest question for the atheist crowd who are fellow “speciest’s” with
@elonmusk
.
If matter is all there is, and humanity is just one phase in a never ending evolutionary process, why is Larry Page wrong in his view that humanity should happily step aside for higher
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But why doesn't it have lidar?
Tesla is last in autonomous driving... 🤡🤡🤡
There is zero room for error here. 😬
The ability for FSD v12.3 to judge if an opposing car is going to stop or go on a yellow light is exceptional. This left on yellow is one of the most risky maneuvers to execute and I’m so glad that the team has worked on getting this
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I’m just a dumb internet guy with a microphone to broadcast my half-baked thoughts into the void.
It will never cease to weird me out that, occasionally, there are people on the other end of that broadcast who want to listen.
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@triggerpod
@nfergus
Not your best work.
If you’re going to try to take
@martyrmade
down in the eyes of anyone who’s actually listened to his work at length, it’s going to take a lot more than this lazy hack job of a critique.
It’s quite obvious that neither you nor Niall have made any effort to
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Forget 3d printing guns to preserve the 2nd amendment.
What I need is a 3d printed phone running on open source hardware designs & open source software to preserve the 1st amendment.
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@farzyness
@Univision
@YouTube
Hear, here.
I did a livestream yesterday, December 12th, with
@herbertong
&
@4Kpodcast
on the new Tesla bot video BY
@Tesla
within an hour of the video's release.
This was BEFORE
@UNIVISION
even covered the story, and yet they are claiming a copyright on my stream?
Malicious.
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@Tesla_Optimus
Gen 2 Reveal Details 🧵
There’s a new bot in town 🤖
Check this out (until the very end)!
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This is a very deep post.
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Looks like Teslas that were stuck on the 2024.8.9 software branch are now getting V12 AND their free trials!
MOAR DATA!
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@teslayoda
@elonmusk
@Tesla
I’d give him a lot more than that.
That’s a 20x return in 5-6 years.
I’d give him 10% of the company for that achievement easily.
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Why are so many MBAs & “Finance Guys” such insufferable morons?
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The best version of FSD EVER!
... again.
But "consumer grade" for the FIRST TIME.
With FSD 12.5, FSD is a consumer grade product for the first time. $TSLA
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