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TESLA WATER:
Tesla Water Is Not A Real Thing...Yet
by @TeslaTonight
- open.substack.com/pub/teslan…
Tesla News Tonight retweeted
The Boring Company is pleased to announce our Series D funding round of $3 billion, led by the United Arab Emirates. The financing now values The Boring Company at $23 billion.
Other key investors in the round include Human Capital, Vy Capital, Valor Equity Partners, Sequoia Capital, A16Z, Temasek, Shamal Holding, and Baron Capital, in addition to other valued existing and new investors.
Full details here:
boringcompany.com/series-d
CONFIRMATION
Is the CyberCab event start time definitely 5:45 PM Eastern Time or Central Time?
WATCH OUT FOR THIS MAJOR EVENT TONIGHT
Tesla $TSLA will be hosting its Cybercab event tonight in Austin, Texas. The event will reportedly start around 5:45PM ET
Tesla is expected to show off the production version of its new self driving car
🤖 Made with AI
People are increasingly tuning out what the media tells them to think about Tesla and FSD.
History rarely waits for consensus. Government committees can delay progress. Headlines can distort reality. Narratives can shape perception for a while. But personal experience is much harder to argue with.
Around the world, more people are no longer relying on someone else to tell them whether FSD works, whether it is safe, or whether it represents the future.
They are getting in the car.
They are experiencing it for themselves.
And then they are making up their own minds.
🚨 Cybercab probably isn’t going from a few cars to thousands overnight, and @thejefflutz thinks that’s totally fine!
He sees the rollout looking more like a steady slope, with Tesla adding more cars as the software gets better and more reliable.
We’ve already seen Robotaxi fleet jumps in the 30–50% range as the system improves.
But the really interesting part is what happens once Cybercab becomes cheap, reliable, and easy to get.
If one can show up at your house in minutes, Jeff thinks people could start using Robotaxi instead of public transit, or even decide they don’t need that second or third car anymore. $TSLA
October 6th... another date to add to the exciting stretch of Tesla events coming up.
September 3rd: CyberCab Event
September 24th: Semi Event
🚨 Tesla Releases FSD Safety Evidence Ahead of Potential EU-Wide Vote
Tesla says FSD (Supervised) is now approved in 5 EU countries, used by more than 70,000 customers for over 1 million km per day.
Across 100 million km of public-road driving in Europe, Tesla says vehicles using FSD were 4.1x less likely to crash than manual driving.
Ahead of a potential EU-wide approval vote on October 6, Tesla has now made public a key safety dashboard previously shared with EU Member States.
Tesla’s message is clear: the technology is already working in parts of Europe. Now it wants the rest of the EU to approve it. $TSLA
Link: tesla.com/fsd-evidence-dashb…
I am definitely not "most".
Tesla's capital efficiency is credited almost every Tesla podcast episode I produce on Substack.
See you there! substack.com/@teslatonight/n…
More great Terafab insight!
Ever wonder how Elon could actually fund something as massive as the $119B Terafab?
@CernBasher thinks Jensen Huang may have just given us a clue!
NVIDIA is working with Apollo, BlackRock, Blackstone, Goldman and KKR to bring $500B+ of outside capital into AI infrastructure.
The idea is pretty simple: investors fund the AI factories, companies rent the compute, and the hardware pays for itself through revenue.
Basically, AI compute could start getting financed the way airplanes and power plants are.
If that model works, Elon may not need Tesla or SpaceX to write the entire Terafab check themselves. That changes the math quite a bit.
$TSLA $SPCX $NVDA
Tesla News Tonight retweeted
Replying to @Lemonade_Inc
@Lemonade_Inc are building a base of Renters, Pet and Homeowners Insurance customers.
In the coming years, they plan to cross- sell many of these same customers extremely high- value Car Insurance
NFA, but 🤷♂️... imo, they're currently underestimated
$LMND
Tesla News Tonight retweeted
Just a reminder, over $7B a year in your tax dollars go to illegals in New Jersey
No wonder why this state is unaffordable, all while Dems protect their imported assets
njassemblygop.com/wp-content…
Tesla News Tonight retweeted
I don’t think most people understand the massive scale of investment Tesla & SpaceX are making in Texas right now.
Everything the two companies are/going to build across the state:
• Terafab (Grimes County)
• Gigasat factory (in Bastrop, currently under construction)
• Optimus factory (at Giga Texas, currently under construction)
• Advanced technology fab (at Giga Texas, currently under construction)
• Tesla Project Crystal Sun (big solar cell plant in Fort Bend County. Late 2026 construction start date)
• Expanded Starlink terminal production facility (in Bastrop, currently under construction)
• Further Starbase expansion (in Starbase)
• Tesla Megafactory 3 (in Brookshire, just started prod)
Do the all important star poll now.
substack.com/@teslatonight/n…
Here's my breakdown of Lemonade Insurance's Q2 2026 Earnings Report:
open.substack.com/pub/teslan…
COMPLETE BREAKDOWN OF LEMONADE'S Q2 2026 EARNINGS
$LMND is accelerating and expanding.