Recent content by Orbit

This post is regarding the legal charges against Elon making tweets about taking Tesla private, and how they concluded. After seeing some very confused yet confident dialogue about this topic, I carefully searched for the below information on this forum and couldn’t find it posted anywhere, all...

Yes I’m sure because I qualify as a the kind of person that my hypothetical set up. Also the judge ruled that the statement was false. Yes. And, the lack of any reaction to other things is also nonsensical. Really? For what reason? I think he backed off about 2 weeks after his announced it...

I didn’t argue that Elon tried to deceive anyone. I argued that it was not true to call it “secured”, and that is a pattern of risk taking by him, which has a mix of consequences, some of which are negative and some are positive. What would an ordinary person think if the CEO of a company puts...

I agree that Elon believed funding was not a problem. My assertion isn’t that “Elon lied”, or that “Elon committed fraud”. My assertion is that he said something which was technically false, and that ended up objectively having a negative impact on Tesla’s long term reputation and health...

So why did Elon’s own lawyer not make the same argument as Elon, instead of conceding it was technically inaccurate? Or can you at least repeat the argument that Elon used to explain it? You can’t can you? Yet you jumped on me for “spreading misinformation”.

Elon’s own lawyer conceded it was “technically inaccurate” to say it was secured. Yet you know better? How about clearing up all this misinformation and explaining how Elon’s lawyer, and us forum members who agree with him, are all wrong? If Elon’s lawyer is so bad as to spread misinformation...

I thought the same about the riskiness of suggesting that I myself would live up to this proposed ethical standard when I said this. But truth is pretty good guidance for investment. Still a fair amount of signal behind Elon/Tesla, despite the noise.

Twitter was in genuine crisis. It can be both employee motivation and existential risk to the company. Much easier to convince the employees the company might go bankrupt if it is a real possibility. If you are willing to push to the brink, there is more upside. I think Elon loves legitimate risk.

SEC was apparently split on whether to pursue him on it, 3 votes to 2. Still, I haven’t seen any convincing argument that funding was “secured”, rather than “discussed and likely available”. That wording would have prevented the damaging fall out. That is part of the risk/reward analysis of...

I’m wrong on many other points. As per my previous message, I’m human, I make mistakes. If someone points them out I try to have the humility to acknowledge them and learn. But I’m not wrong on this one. Secure verb past tense: secured; past participle: secured 1. fix or attach...

I think so too, especially the Asperger’s bit.

Why are you speaking at me like that? Ding ding ding? I stand by my belief that even though there has been positive and negative stories about him for well over a decade, the ratio of negative to positive stories about him has increased in the last 5 years. Elon himself has commented on the...

Same with me on the time lines. The narrative about him has shifted, many people who idealized him now vilify him. Every day people, outside of the media. Surely you agree with that? I think what is a recent thing is the high ratio of negative to positive news coverage. I don’t have data on...

Thank you for sharing. My thoughts on this were in the context of 3/Y. That is different from next gen platform / robotaxi. Those are new S curves. I think it has a significant systemic impact. The narrative has shifted. He is no longer widely perceived as heroic iron man. That translates...

I’ve expanded on my perspective multiple times, i suggest reading those comments. Basically I was making a narrow point about the growth rate of 3/Y sales in the medium term. It is in the context of long term 50% compound growth.