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@_SFTahoe Avatar @_SFTahoe Amy

Amy posts on X about tesla, waymo, baidu, elon musk the most. They currently have XXXXXX followers and 1564 posts still getting attention that total XXXXXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXXX #

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Social category influence automotive brands #3179 stocks #5198 technology brands celebrities countries finance travel destinations

Social topic influence tesla #209, waymo #24, baidu #7, elon musk #364, neural #16, sensors #402, $uber #90, china #2769, compound, shanghai

Top assets mentioned Tesla, Inc. (TSLA) Uber Technologies, Inc. (UBER) Morgan Stanley (MS) Shopify Inc (SHOP) Spotify Technology (SPOT) Microsoft Corp. (MSFT)

Top Social Posts #

Top posts by engagements in the last XX hours

"@Kristennetten That would be fun. SF is the one I really want to do I could use it all the time. And bring a different friend along each time to convince them to buy a Tesla"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-11 08:39:44 UTC 18.7K followers, XXX engagements

"@Skerved @DrKnowItAll16 Why dont we compare the underlying tech Waymo is not counting all their stopped vehicles blocking roadways or cars driving in loops in these accident figures"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 16:59:12 UTC 18.7K followers, XX engagements

"Model YL testing in China🔥 When Tesla announced the Shanghai Factory Tesla said there would be Chinese produced designs tailored for the Chinese market and export. Promise kept. Tesla is launching many new models in China first"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 22:28:29 UTC 18.7K followers, 3498 engagements

"It allows more accumulation but I think the Baidu news about thinking they need to pivot or Tesla would grab all market share will be enough to get some hedge funds with foresight to start building a position. When this happens the first thing we will see is strong supportevery dip will be aggressively bought. Often these buying streaks are preceded by FUD to drive down the price as much as possible for a better entry point"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 23:48:39 UTC 18.7K followers, XXX engagements

"They do Waymo was not found at fault for mostBUT a smarter system could prevent the accident at fault or not. This is how robotaxis IMO will save over X million lives a year just in the US. The time between sensor data in and controls out equates to distance travelled across the roadand narrows options. Seeing recognizing and reacting sooner makes many scenarios that would be unavoidable for a human avoidable"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 04:43:52 UTC 18.7K followers, XX engagements

"@ogwaro Never under estimate founder mode. Tesla will still be massively ahead. But still a good move"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 06:22:38 UTC 18.7K followers, XX engagements

"@WaifuStonks @NorwegianRoad Smart Buying FSD outright is worth it IMO especially since Elon Musk agreed to free FSD transfer until it is approved by regulators. The Model Y (any version) is an amazing car"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 22:43:07 UTC 18.7K followers, XX engagements

"@7thGeneration3 @NorwegianRoad IMO the coming energy shortfall is exactly the type of big problem that Tesla solves creates a new industry and dominates the market"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 23:32:13 UTC 18.7K followers, XX engagements

"Baidu will attempt to keep the market share they have an do a rapid closed tech iteration to pure vision and neural nets as rapidly as possible. LED by a strong founder and with data and compute they can make this happen but IMO not before Tesla grabs the majority of the market share. There is room for a distant number two. I now think that is Baidu (whom I always leaned toward as one of my top choices). Baidu lacks the other infrastructure elements that Tesla already has in placelike the supercharger network and service centers"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 01:40:05 UTC 18.7K followers, XX engagements

"@JonBryant421 @THEAYPISAMFPV @librab103 @beefcubee @grantbelden Baidu CEO is asking his engineers to rewrite their FSD and ditch the multiple sensors"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-16 02:33:39 UTC 18.7K followers, XX engagements

"They dont evaluate the tech from a fundamental level. The reasoning is by analogy. Other companies had a lead and competitors caught up; so the same must be true here is their reasoning but it ignores all the steps that made the lead happen. Especially like putting the sensor suite in all the cars years ago so that Tesla has an enormous data advantage in a field (training AI models) where data is king. Some of it can be down by simulation but the more diverse data inthe more generalizable the AI model becomes and Teslas FSD is practical AI"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 19:43:34 UTC 18.7K followers, XX engagements

"@Homebrewchef IMO Baidu is on track if this planned rapid pivot is carried out. But a distant second place"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 03:02:18 UTC 18.7K followers, XX engagements

"TECH DEBT VS TECH LEAD Tesla has an overwhelming tech lead; Waymo has an overwhelming tech debt. But yet most of WS thinks Waymo and Teslas FSD stacks will magically converge. SPOILER ALERT: They wont. All the appendages (ie unnecessary extra sensors) on Waymo dramatically increase the complexity of training neural nets. IMO TSLA wont rerate until WS gets tech savvy-or (more likely) when RoboTaxi is in multiple cities. WS needs to see RoboTaxi in action because they dont get AI"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-09 23:54:30 UTC 18.7K followers, 18K engagements

"I am thinking that too It seems that expanding to more diverse areas is exposing weakness in the Waymo tech stack sensor resolution and latency. Waymo may have been using remote monitors to assist at a rate that becomes more difficult with scale. I need more data and information to truly know but inherently the architecture is overly complex and induces latency and possible error if bad data is believed"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 04:46:45 UTC 18.7K followers, XX engagements

"Check out the account of @Cyber_Trailer if you care to check up on how many times Waymo ends up stuck. The human and remote interventions are not well publicized it doesnt mean it isnt happening. Some of my friends use Waymo in SF; they have all been stuck once some multiple times. But some need to see the difference in scalability to realize what others knew early. One person who is an expert in diverse sensor suite RoboTaxis (and the difficulty of training end to end neural networks with the required sensor resolution) Chinas Robin Li a visionary founder of Baidu an AI driven search company"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 20:25:11 UTC 18.7K followers, XX engagements

"BRILLIANT MOVE Anyone have a question left in their mind that Elon Musk wants to be judged solely on output Clear communication is valuable. Worrying about critics is not. BIG AMBITIOUS GOALS The Board should again set big impossible goals for Tesla and see if Elon Musk and the Tesla team can achieve them. Dont fix what isnt broken. The results (new factories new products new regions) speak for themselves. INPUT MEASURES=NON-STARTER Not on the table a participation-trophy-style executive comp plan that values Input over Output. Time in office is a metric desired by those who plan to ACHIEVE"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-08 20:23:27 UTC 18.7K followers, 29.3K engagements

"ELON MUSK IS RIGHT Tesla announced the FSD project in 2014 switched to Tesla Vision in 2021 and introduced end-to-end neural nets in 2023. Now many are starting to admit Elon Musk is right: ♦ Baidus founder talked to his executives about the need to ditch multiple sensors and switch to vision-only and end-to-end neural nets. ♦ A Morgan Stanley analyst reported that a competitor said: Annoyingly Elon Musk was right. ELON MUSK IN 2021: There's no question in my mind that with a pure vision solution we can make a car that is dramatically safer than the average person. So -- but it is a hard"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 09:31:14 UTC 18.7K followers, 110.7K engagements

"@cesar_pegado @grok @ArcticDodger @TeslaBoomerMama @JohnChr08117285 @Donnie_Tesla @Ryan4Tesla7 Hyundai would be a more suitable partner than US manufacturers that have put developing compelling electric offerings on hold"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 20:05:15 UTC 18.7K followers, XX engagements

"Training Waymos will be Lucy tougher than the already tough job Tesla has training its neural nets because of all the sensors. As a pilot and am very against tech where bad data can not be easily identified and isolated and may be acted on. I could ride Waymo in SF and dont. On contrast I rarely drive myselfTeslas FSD drives me"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 03:23:35 UTC 18.7K followers, XX engagements

"Waymo has done Tesla a big service laying regulatory framework. Not sure we need Lucid their are plenty of car manufacturers. There is a room for a Secondary operator in niche markets or large cities. And at some point antitrust may be a real problem. (But the IPhone still has massive market share). I agree there can and likely will be a distant second place. (I usually describe it as Winner takes mostnot all). Uber has XX% of the SF market right now with similar economics to Lyft. Tesla could do even betteras RoboTaxi will have dramatically cheaper costs then competitors and could undercut"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 10:16:21 UTC 18.7K followers, XX engagements

"Truly life changing tech for so many And it improves the life of the entire family. Great work @neuralink. Cant wait to see Blindsight and more applications roll out. This video is worth watching"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-17 23:35:11 UTC 18.7K followers, 3266 engagements

"@EvEvangelist Model X still offers features the Model Y L does not and IMO there will always be a market for a premium version. But the new Model Y L will be very popular"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 13:23:50 UTC 18.7K followers, XX engagements

"Truly is fortunate that one Elon Musk company is public. His prescience stems from solid first principles engineering chops and his vast experience running companies. Baidus Apollo is one of the more widely deployed multi-sensor based RoboTaxis. Robin Li is talking with an in depth knowledge of what the scaling challenges will be for multi sensor systems (and how difficult the edge cases are to solve for). If people wont listen to Elon Musk maybe they will listen to Robin Li Baidus newest cars are in line with the cost of the Model Ybut the scaling costs will exceed Teslas. And the scaling"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 15:59:06 UTC 18.7K followers, XXX engagements

"Anyone else find analysts estimate of Teslas expected revenue growth absurdly low Opportunity= Gap between this estimate & Teslas actual X yr growth"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 21:13:08 UTC 18.7K followers, 9045 engagements

"Exactly. A few smart execs are realizing Elon Musk was prescient (again) and choose the best route. Those that pivot can be a distant number two. A Lyft to Teslas Uber. A few niche operators will cherry pick a few cities and small markets. But Tesla IMO already won. Execution is not easy but Tesla has done the impossible for years"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 05:51:04 UTC 18.6K followers, XX engagements

"@grok @elonmusk @nima_owji @teslaownersSV @teslaownersSV 🔥❤❤ This is awesome John"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 21:39:16 UTC 18.7K followers, XXX engagements

"@SimonHale007 I am thrilled by the size of this gap between WS expectations and what Tesla will actually do I was scared WS may have more valued in. Great news"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 23:49:39 UTC 18.7K followers, XXX engagements

"@cryptodaaddy 💯People dont actually recognize how very strategic Tesla is in every move the company makes Teslas relentless drive to produce the best product at the lowest cost plays out in many impactful decisions. And they compound over time"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-16 22:29:23 UTC 18.7K followers, XXX engagements

"TESLA IS SO FAR AHEAD Chinese Media accounts that Baidu's founder Robin Li warned of pending defeat in an internal meetingunless Baidu pivots & rapidly iterates to abandon multi sensors and change to vision-only neural nets. With Baidus Apollo Go's XX cities in China (expanding to more cities soon in China and the UAE) 11M+ rides and RoboTaxi costs less than half of Waymo's it is classified by many as having the lead in FSD. But even Robin Li sees Tesla owning the market. Why Tesla has the lifetime cost per fleet mile and scalability advantage. Tesla went all in on pure vision neural nets and"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 01:37:32 UTC 18.7K followers, 2689 engagements

"@JeebsTX @Waymo Ha There is a big difference between Teslas RoboTaxis and everyone else who has some level of rules based policies and multiple sensor suites (Elon Musk considers unnecessary sensors ie everything but cameras a crutch)"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 15:47:53 UTC 18.7K followers, XXX engagements

"I spent a lot of time researching Nuros tech. They are very strategic in what they disclose and dont disclose. Uber could have done worseat least Nuro is trying to move to end to end neural nets. But unless Nuro pivots to vision only and gets serious about adding compute and better data it will end up the same place as Baidu IMO. How they spend this cash influx from Uber will be key. But the videos of their tech online and the new Lucid RoboTaxi are not inspiring confidence for me. They have a cheaper and quicker way to do mapping; but still rely on pre mapped locations. They are using the"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 16:06:21 UTC 18.7K followers, XX engagements

"@SeMiHAL9000 @SawyerMerritt Not true. What are you asking"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 05:36:52 UTC 18.7K followers, XX engagements

"Teslas FSD is like Alien Technology. It is SO good much better than the best human driver. Tesla already has a robot on wheels so as a huge advantage with their humanoid robots. VideoFSD perfectly driving a mountain pass with no connectivity"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-08 03:10:17 UTC 18.7K followers, 3331 engagements

"TESLA CHINA: NEW MODEL Y L Tesla the company with the lowest COGS per vehicle ups its game How will competitors compete X reasons the new Model Y L is a game-changer: ♦ LOWERS COGS FOR ALL EVs Model Y L boosts production on existing lines. Optimized factories cut COGS for every vehicle. Tesla already leads; now costs drop again. ♦LOWER TOOLING COSTS Model Y L being Produced on same lines also slashes new-vehicle tooling costs & ramp-up issues. ♦EXPANDED TAM 3-row SUVs: TAM of 2M vehicles in China; 10-14M TAM worldwide (if Tesla expands globally). Competes with the Zeekr 7X or Li L6 in China."
@_SFTahoe Avatar @_SFTahoe on X 2025-07-16 22:23:50 UTC 18.7K followers, 17.1K engagements

"Teslas Advantages compound. The longer others wait to follow in Baidus possible footsteps by pivoting to Vision and neural nets for FSD the more insurmountable Teslas lead will become. (the Baidu founder indicated a picot was necessary this month but that is not the same as acting on it and changing the Baidu Apollo architecture away from the multiple sensors. Time will tell)"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-17 01:16:39 UTC 18.7K followers, XXX engagements

"@WholeMarsBlog 🤣🤣🤣 I wish people would learn how to evaluate tech. Uber needed to do something and this company is better than some but still so far behind despite starting in 2015. Time will teach those that can bother to do research"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 07:22:41 UTC 18.7K followers, 4056 engagements

"@TeslaBoomerMama @grok @TeslaBoomerPapa @elonmusk @herbertong @SawyerMerritt @imPenny2x @LOCATEFUN ❤"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 02:18:01 UTC 18.7K followers, XXX engagements

"Well explained. In tech not all solutions are equal. The LiDAR people got one thing rightgreat PR that inserted useless metrics and even fallacies (like LiDAR sees better than cameras in fog when the water droplets scatter the beams). Assuming every one else can be Tesla in X months ignores that AI compute is a fought over resource with Nvidias chips on allocation only no one else is close to Tesla in data and Teslas RoboTaxis are their same production vehicles including the most popular car in the worldthe Model Y. Tesla has a robust refectory and supplier network and the infrastructure in"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 15:18:12 UTC 18.7K followers, XX engagements

"And one of the costs is monetaryit is latency and measured in extra feet travelled across the ground before the car reacts Intuitively that cannot be safer. The earlier the car sees and recognizes an issue the more options available (like a swerve over a stop) and the better the end result"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 20:19:11 UTC 18.7K followers, XX engagements

"OEMs failure to act (or bets on the wrong tech stacks) represents so many jobsit doesnt thrill me to see companies make poor decisions. But I am even more bothered by the repeated refrains that LiDAR is more safethose people have never had the experience of automation believing bad dataI have. And an airliners most important sensors are in triplicate the one that doesnt agree is the bad sensor and there is a final tie break in the pilots (and we can isolate the bad sensor). RoboTaxis diverse sensor suites arent using triple redundancy but instead rely on algorithms. Get the algorithm and"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 10:38:29 UTC 18.7K followers, XXX engagements

"Waymo and Tesla are not the same. I view the FUD as acting like all autonomy software is the sameor will converge. And not calling out the effect of different choices made. I appreciate the heavy lifting Waymo has done to get regulatory approval but the Waymo autonomy solution uses many crutches like High def maps multiple sensors and rules based programming. All of these crutches add milliseconds. Milliseconds that may be the difference between stopping and not stopping. So the accidents Waymo gets in and the times the car is confused and stopped in the middle of the road IS relevantbecause"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 14:56:07 UTC 18.7K followers, XXX engagements

"@JackAverag3 @neuralink I get super enthused by cool techand Neuralink is some of the most ground breaking tech out there I could watch presentations like this all day. I love knowing how things work and how big problems are broken down step by step into elements that can be solved"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-17 23:47:52 UTC 18.7K followers, XX engagements

"@WangNextDoor2 The proof will soon be millions of RoboTaxis on the road as one by one companies go bankrupt or license Teslas FSD or copy Teslas basic architecture but realize execution can be excruciating"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 10:04:15 UTC 18.7K followers, XXX engagements

"IMO Baidu is the best. It has the most compute the best data and now the willingness to iterate to true vision only and AI. I am tracking several others as well as well as US Startups. Many hope to rely on simulation instead of real world data. But it is the variations in real world data that help the neural nets recognize patterns and arrive at a generalizable solutiondifferences like dappled sunlight glare high angles of light at noon or low angles at high latitudes etc. Tesla neural nets learn from all these diverse scenarios for a robust solution. Most are still relying on extensive"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 02:08:44 UTC 18.7K followers, XX engagements

"Make road trips fun again I did. The Model Y Performance does the driving and I enjoy the view"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-15 22:18:59 UTC 18.7K followers, 5625 engagements

"Baidu is a big one to be making these statements as they have deployed their multi-sensor robotaxis in many citiesfor their founder to see issues with scaling further and saying a pivot to vision only and end to end neural nets is necessary is telling. Robin Li has superior information to your average stock analyst. And he is a founder himselffounder mode is real. We see many founders returning and making big moves as they recognize that traditional managers dont think big enough to position their companies for AI. And Baidu is a world leader in AI and still has issues without founder"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-18 19:52:36 UTC 18.7K followers, XXX engagements

"WALL STREET Sometimes Wall Street is expecting one signal (like an FSD licensing deal) but a more powerful and conclusive one arrives Like if a companys (Teslas) biggest competitor (Baidu) starts a rapid iteration to their rivals solution. Come on Wall StreetWake Up 👏👏"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 00:27:09 UTC 18.7K followers, 3571 engagements

"@GaryAndThe62949 @grok @TeslaBoomerMama @TeslaBoomerPapa @elonmusk @herbertong @SawyerMerritt @imPenny2x @LOCATEFUN Many of us have done exceptionally well with our investments and analysis. You could learn something perhapsIf you werent busy trolling"
@_SFTahoe Avatar @_SFTahoe on X 2025-07-19 09:02:51 UTC 18.7K followers, XX engagements