X日报 · 美股

FSD v14 Lite is now rolling out to AI3 early-access customers. Based on the feedback, will rollout to more customers over the next few weeks.

This build distills the driving behavior from AI4’s v14 series into both the camera and compute config of AI3. It includes destination options and speed profiles on city roads, but more importantly significantly improved safety.

We hope you’ll enjoy it, once the build ships wide.

Drove Tesla FSD v14 Lite for an hour tonight on my M3 HW3 Tesla

WAYYY better than v12.6.4.

I know smoother is often the word used to describe a great build, but it just it fits for this update, very smooth.

Tested HWY, residential, and back roads. All great!

The parking feature worked exactly the same as using it with the Cybertruck. This v14 lite, on a HW3, feels as good as v14 to me on an AI4 vehicle.

Very impressive @Tesla_AI — superb engineering feat! Thank you again for bringing the older fleet up to par 🙏

BREAKING: Starlink becomes New Zealand’s largest rural internet provider. 🇳🇿

• Starlink now has 27% share of NZ’s rural broadband market.

• Share jumped from 19% to 27% in one year.

• Satellite broadband connections rose from 56,000 to 85,000, up 52%.

• Around 72,000 are rural residential fixed connections.

• Starlink Residential averaged 226 Mbps download speed.

• That is around 4x faster than rural 4G FWA at 56 Mbps.

• NZ now has the highest satellite broadband uptake per capita in the OECD.

Starlink is helping rural families, farms, and remote communities get fast internet where traditional networks struggled.

There's no freeze on property tax.

There's no freeze on the wages paid to landscapers, plumbers, electricians, drywallers, flooring installers.

There's no freeze on the cost of lumber, copper, baseboard, quarter rounds, flashing, siding, window treatments.

There's no freeze on the wages paid to janitors or porters.

There's no freeze on utilities -- on electric, gas, water, sewer (building-paid utilities in hallways, lobbies, maintenance corridors; most buildings pay water and sewer for tenants).

There are currently 57,421 units sitting vacant in NYC because it's more cost-effective to leave them empty than it is to rent them out.

If you're wondering: "How that could be possible? Wouldn't making anything be better than making nothing?" -- the answer is no, because of the 2019 Housing Stability and Tenant Protection Act.

The HSTPA mandated a certain level of renovation for a vacant unit, but did not allow landlords to raise the rent enough to be able to recoup those costs.

If a long-term tenant moves out after decades, the apartment often requires $50,000 to $100,000 in lead abatement, new wiring, plumbing, and structural renovations.

Because the law heavily restricts how much of that cost can be passed to the next tenant.

The HSPTA eliminated the "vacancy bonus" (which allowed automatic 20% rent increases when a tenant left) and heavily capped Individual Apartment Improvements (IAIs).

This means landlords who want a renovation loan would be rejected by a bank, because the landlord would not be able to show that they could repay that loan.

Landlords who pay out-of-pocket would end up losing money, underperforming even what they could get by putting their money in a U.S. Treasury or gov't bond.

Therefore, it's more cost-effective to just leave the unit vacant.

That's why we have 57,421 vacant units across New York right now.

That number is about to get much worse.

What a year its been for memory stocks...

🔥 $SNDK +800%
🔥 $WDC +325%
🔥 $MU +290%
🔥 $STX +280%

2027 will be the year of... ? https://t.co/0inS2HYT9f

BREAKING: The US and Iran have agreed to halt strikes and meet this week, per Axios.

The announcement comes just one hour before US stock market futures are set to reopen.