Sawyer Merritt
@SawyerMerritt
EVs/space/tech. Bringing you the latest news in a single, easy-to-read feed. $TSLA & $SPCX investor, Model Y owner.
482 Following 1.1M Followers
California Post reporter Jon Fleischman:
"I traded in my six-figure Lincoln Navigator Black Label Edition for a @Tesla Model Y. The biggest reason I bought the Tesla was Full Self-Driving. Nothing else was close.
The car follows the navigation route, changes lanes, makes turns and responds to traffic. If you spend much time driving in Southern California traffic, it changes the experience dramatically. None of this is an environmental statement. It is a convenience statement.
Tesla got me to leave a six-figure luxury SUV for a smaller and considerably more modest Model Y because the technology was more valuable to me than the size, materials and traditional comforts I was giving up. I don’t miss my Navigator. Not even a little."
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Soon, all of Elon’s companies will take up an entire page on my phone screen lol.
Now we need a standalone 𝕏 Money app.
Florida Governor Ron DeSantis talked about and showed a Waymo and Tesla's Cybercab yesterday during a press conference.
"Cybercab comes out of Tesla. You go in there and you just sit. You have a screen. There's no steering wheel, no pedals. Clearly these things could be very beneficial."
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Researchers at MIT published a study that found EVs emit around 40-60% fewer lifecycle emissions than gas vehicles throughout the U.S.
The study also looked at some of the areas of the U.S. with the dirtiest mix of electricity (like natural gas and coal). Even in the worst areas, EVs still had the lead.
“Over 90% of people in the United States live in regions where driving the average EV produces lower emissions than the most efficient gasoline vehicle on the market today (59 miles per gallon),” the study said. Additionally, as the grid gets cleaner every year, so does owning an EV.
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"I just don't f***ing understand why you would get anything other than a @Tesla. You can get one for like $300/month and it f***ing drives itself! I don't have to touch my steering wheel! $100/month for Full Self-Driving. How is this even a debate anymore?!"
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~2,000 Tesla fans are going to descend upon the city of Austin in October for @theXtakeover. I hope Tesla has a lot more Robotaxis in its fleet by then to handle the massive demand I suspect they’ll see lol. For a lot of those fans, this will be their first Robotaxi rides.
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It's worth noting that this Starlink integration isn't just for Tesla's use. Cybercab riders will also be able to connect to Starlink to stream 4K video, work, browse the internet, etc.
This is 80-year-old Ed from Atlanta. He just sold his $200k Mercedes S-Class and bought a brand new Frost Blue @Tesla Model Y Performance because he wanted FSD.
"I like the self-driving. It's really been great. I feel a lot safer."
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@SawyerMerritt @CathieDWood Yes, I expect the Starlink total constellation size, inclusive of direct-to-cell, to exceed 100k.
Future versions of our satellites may exceed 50X the throughput of a V2, making the total system bandwidth even higher.
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I was outside in downtown Santa Barbara yesterday afternoon and had to connect to a restaurant’s Wi-Fi because I literally had zero cell signal (I have Verizon). My wife, who has T-Mobile, also had terrible cell signal.
Tell me again how @Starlink Mobile won’t be able to compete?
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Starlink was / is great because it leapfrogged a service that was woefully terrible: satellite internet
Conventional sat internet (HughesNet, Viasat) and other last-mile internet services were PAINFULLY bad before Starlink made them irrelevant.
But... that's *not* the case for current cell service.
The reality is, with few exceptions, existing 4g / 5g cell coverage is very usable or even great in most populated parts of the U.S. and all modern countries.
The speeds are good, the plans are good, there's lots of competition and options for consumers to choose from.
I pay like $35 / month for unlimited 5g and have not wondered about switching providers in many years.
In other words, the market conditions that allowed Starlink to succeed (solving a real pain-point) simply do not exist for everyday phone use.
This is not anti-Starlink at all (I was an early Dishy beta user and now have a Mini) but an observation.
Am I wrong?
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@CathieDWood I think Elon means Starship will put 100,000 V3 Starlink satellites into orbit, up from ~10,000 V2 satellites today launched via Falcon 9, and because each V3 satellite has ~10x more downlink capacity, having ~10x more satellites would result in ~100x more total bandwidth.
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@CathieDWood I think Elon means Starship will put 100,000 V3 Starlink satellites into orbit, up from ~10,000 V2 satellites today launched via Falcon 9, and because each V3 satellite has ~10x more downlink capacity, having ~10x more satellites would result in ~100x more total bandwidth.
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JUST IN: Elon Musk says Starlink could eventually generate “$1 trillion” in revenue per year
Congrats @DavidMoss on being the first Tesla owner to cross 25,000 miles on the FSD streak counter! That's equivalent to one full lap around Earth, or two years of driving for the average American. Pretty wild.
The confetti celebration also came back after it last appeared for him at the 5,000 mile streak milestone haha.
(video sent to me by David and posted with his permission since he wasn't going to post it)
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New version of FSD V14.3.7 rolling out to early access users now. Same release notes.
Far more than that.
As I’ve said publicly, bandwidth demand will increase massively due to AI & robotics. Their need for data transfer is orders of magnitude more than humans!
Even if the communications market merely doubles in size, I would expect Starlink to reach at least 25% market share outside of China (maybe one day in China too), which would be over half a trillion dollars in revenue per year.
It’s not out of the question that Starlink carries more than 50% of Internet traffic long-term, which would probably be over a trillion/year. There is no obvious impediment to that outcome so far.
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Elon clarifies what he meant by SpaceX reaching $1 trillion in revenue by 2030:
@aaronburnett No, I meant actual revenue in the year 2030 itself, not cumulative, which would be a higher number.
Of course, it’s always possible that we flounder along the way or are delusional, but those are our actual internal projections.
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Having Starlink on a long flight is a gamechanger in productivity
United Airlines says they are hearing from consultants that book themselves onto @Starlink-equipped flights specifically so they can work to and from client sites.
United’s reported Wi-Fi satisfaction scores on Starlink aircraft at more than double those of the rest of the fleet.
United: “On a Starlink flight, we often see round trip time in the 20 to 40 millisecond range. For GEO (Geostationary Earth Orbit) satellites [further away from Earth], you’d routinely see 2,000 milliseconds. It’s literally a hundred times faster.”
A few days ago on SpaceX's Q2 earnings call, Gwynne Shotwell said that they were hearing from an airline that customers are flying shorter hop flights instead of direct, so that they could ensure that they're on a flight with Starlink, something they've never seen before in the industry.
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Looks like Tesla has maybe unveiled their new Starlink dish integration on the Cybercab (first photo)?
While Starlink dishes have been spotted on Cybercabs before (second photo), this is the first time we’ve seen this gold cover & flush mounting. Definitely a seamless integration.
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@JoeTegtmeyer @Tesla I spotted this one in Dallas today with what I’m assuming is a cutout for Starlink. @butala_aryan Is this possibly the “New Process” sticker you spotted?
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