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I would encourage you to better look into the difference between what Rob brings to you uniquely and what you are simply happy that Rob reveals as a spokesman with influence. What I am bringing to you is nuance and this response is insulting and dumb. If you want more idiocy than fine proceed to...

Yeah he's an interesting guy. Well tempered and rational. I think he's firmly in the nobility of Tesla geeks. However I do also particularly enjoy the vaguely homoerotica with him. The vaguely watering eyes of affection and deliberately gardened hair before interviews with fairly attractive men...

Yep that seems an example but the truth actually is *everything works this way*. It would be harder to find examples where this isn't the case. And we are intense confabulators about it. Oh I didn't need to wash because I was particularly careful this time etc. The reason being that one who lays...

What's remarkable is to notice how our shared social reality works. As humans we evolved pragmatically to believe what was useful moreso than what was truthful. We adopt as truth the truths we perceive are commonly held. So it is recursive. This could be called culture or at least the instinct...

I like Gary in the sense he is like in the top .1% of tesla commentators with actual related finance experience which at one point required a kind of St. Aquinas style rigor which most people do not possess however.. he suffers substantially from the problem of wanting to assign high...

Come here and let me give you a Doogie. Attaboy. Off rubs the spot Gordy. Now you are free to 'look at the bigger picture'. The material question which everyone wants to know is how do you value a stock worth 100T in 2040? More precisely how do you value the value that the people who value the...

So basically we all think Tesla is eventually 100T+ and Teslabots will be out squashing bugs in the great (greatest?) war. The aliens are clearly already here on reconnaissance slowly corrupting our 'antiquated systems' with all their coy fluttering around and general feminine mystique. All...

A tale for the ages. The archetype of the hero's journey. I've reached deep into the bowels of Twitter to find and bring you folks this info.

https://www.military.com/daily-news/2021/12/07/pentagon-ufo-rapid-response-teams-ordered-congress.html

If this holds up, it would be worth formalizing and finding a way to make it public. I suppose however in regard to the subsidy a concern may be that Tesla is not the only non-union shop. Hmmm...

This wasn't at all relevant or necessary to the question, in fact was specifically forewarned against, and spawned a predictable series of similar. Fortunately 22522 picked up the slack.

I’ve been curious about the claim repeated here. What is our evidence that Tesla production workers are better paid than UAW, particularly relative to prevailing wage? I’m not talking about hand waving about options but something that stands up.

Elon recently became richest man ever and he is scarcely 50. Jobs didn't even reach 1/10th Rockefeller impact level. Odds are good Elon will be responsible for putting the first man on Mars and being the founder of the first extraplanet human civilization. Jobs made a phone in China. A what...

Tip of the hat sir. I thought of almost the entirely same line of satire but you did it better. Only difference is it would be more like 30m in practice (us averages 17m or so per year). I will say I stumbled on an article that claimed the senate is considering a phase out at 50% marketshare...

Alright I spent a couple minutes thinking on this and I disagree. The problem here is the information is extremely sparse and non rigorously defined. It is more of just an index into what statements have been made than an effort at eyeballing quantitatively between them. If they did this on...

Probably recent since 2021 properly has very little going on.

Apologies if it was already given but Buttigieg (Transportation secretary) gave a rebuttal to Elon's comments about dumping the EV subsidy. It is nice to at least get some effort at an explanation before 100s of Billions goes out the door at least, though I don't personally find the arguments...

Perhaps you meant whale?

Irregardless of the stock being down today I didn't fail to avoid selling but rather accumulated less than an unfair share. Don't stop unbelieving Dear Market!

I did find the comments about Xi’s motivations for embracing Tesla plausible, intelligent, and superior to how our country thinks. There they say: ‘let’s learn to be the best by inviting the best in to show us and make us do so’. Here we say: ‘what really is best anyway? The important thing is...

I skipped over this particular thread but I generally appreciate your well argued POVs and appreciate people that can swerve against the majority when necessary.

When the whistle production team asked Elon how to speed things up he dug down into first principals and told them 'just skip testing.. don't blow it'.

Ironically, 'first principals' is more firmly in the type 2 category of reasoning ('slow') NOT intuition ('fast'). Just continuing my quest to detach 'first principals' from the casual meaning of 'automatic awesome sauce'... the crab walk tacking is another example of the high risk:high reward...

What's the explanation for legacy auto being so verdant today?

You lead in electric vans Elon. I’m serious. You lead and it mattered.

I actually dropped the cash for a sub on this a while back and never looked at the site again, and it wasn’t cheap. If someone needs a paywall fetch in the future keep me in mind. Actually I suppose that may violate TOS here but if there is some specific info to pull I suppose that is shareable.

agreed! However surely you see this as high risk high reward to redesign centuries of optimized joinery?

Well then considering these features in combination I presume you are looking forward to FSD? (it may have the soul of a certain kitty in it)

I can’t tell what that means. Are you calling my prose clunky! pearls before swine!

hmm starts at 1k and 30k in 26 weeks. 🤔 “Well that’s the thing with s curves it’s hard to…” we know Elon!

if someone told you that you had to design something to knock in nails then most often using something ‘like one of the hammers at Home Depot‘ as analogy works rather than starting from scratch and pondering the nature of nails and wood in your particular state and situation and etc. But in a...

Agreed much older than Reddit or twitter. However I am not surprised. Elon is infamous for using first principles but on average that approach is more common with the young than the old. The young argue in abstractions and the experienced argue in analogies with details. First principles is high...

Age to me is the one I was interested in. I expected the average to be quite high and it was. If one happens to be younger then it is easy to be surprised by how high the net worth of older people that also picked an extremely successful stock is.

As a general point of order I would suggest that downvoting a post with multiple points that lacks some obvious overall incorrectness and for which there is also substantial support for.. and then not supplying any actual argument is mostly a performative display and unproductive. It doesn't map...

The subsidy is alloted for 10 years so what is on the market now is rather specious.

I would note he has spoken not so much about the EV subsidy in general which by any reasonable accounting of how much it will accelerate supply is an extraordinarily inefficient use of public funding, but in their favor. Elon is a cunning libertarian mind that is oriented to the long future. As...

This is correct. There is a FT article that discusses it. Berlin battery factory had to be the first source of 4680s for production globally. Tesla likely did the math and decided delayed production would bring the value of the subsidy down sufficiently that it was not worth it. The Slate...

An interesting and, rather surprising that it exists. article about ceding control of cobalt to China in Congo. They did a remarkable amount of work to put this together and reminds me that we do need these institutions. As usual, there is little indication that people are aware of what's going...

when I first moved to the Bay Area I went to the bookstore and bought that book. Guess who was there signing it? We talked a good long time. ;p

His tweets seemed pretty committed. If I had to guess he's just pausing. Most likely because it had such a dramatic impact on the SP. Less likely he just wants to mess with Bernie. Could also be a mechanical regulatory thing i dont know about as well.

Apologies if I missed it but what % of Elon's 10% has been sold? I did look at SEC site earlier and last sale was Tuesday but too lazy to add it all up.

I'm only just now starting to be able to influence friends and families on stocks and I've run up a 4000x+ lifetime performance before I got there. It's remarkably challenging to convert people that haven't really grown up with this focus or had whatever internal inclination that good investors...

Someone may want to suggest to Elon that a 69M$ settlement might be cheaper than the SF court judgement. /inappropriate (sorry ladies)

Definitely. Peter Thiel explained all this in a way that stuck with me in his Zero To One book. You don't want to deliberately face competition which is what you do entering a profitable market because it's so profitable but with essentially the same product. You need to skate where there is no...

I need to set as a goal getting a few million twitter followers so I can post something half cocked, wait for some enterprising person to convert it into useful material, and then say 'exactly'. This is a good strategy for us not quite geniuses.

I agree 50 p/e is too low. My tentative 'most expensive sustainable market price' is 15x forward revenue or 15% net margin * 100 p/e on forward earnings. I generally expect forward revenue multiples to go from 15 to 8 by 2030. With 2022 at 80b revenue that's around 1200. I do some range trading...

Jan '23 puts at strike 900 are going for 175. That seems like a strong short to me because would I be buying at 725? You bet. Will look at this next week if we take a tough monday.

HOW DO YOU PUT TESLAQUILA BACK INTO BOTTLE?

I suppose Elon has discovered finally how to accomplish what the 'stock seems high to me I dunna honestly' tweets were unable to do. My goal on a stock like this where I'm certain of 4000+ is to simply have more equity the second time it passes X than the first. Looks like I will have nominally...

The first 3 of those were 864->909 so rather brings down the average.