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It's been a while since FUD is this thick... 1. Elon didn't use shared backed margin loan to buy twitter, originally that was the plan, but that part was changed later on. This fortune article has a break down of how the funding for twitter purchase works, it did not include any Tesla share...

Looking back, this should be the first hint that a pivot is happening. People wondering back then how the heck did Tesla suddenly manage to get so much compute, well now you know the answer. I don't think Gen3 delay is due to Musk thinking it's not profitable (in the long run), it's delayed...

https://news.yahoo.com/un-calls-russia-drone-factory-131000080.html All US media are completely silent about this statement from UN Secretary General, unlike that time when Elon opposed Ukraine striking Crimea, because reasons...

Ross acting like an idiot on X and being ratio'ed doesn't help his clients at all. Well it gave me some laughs, so it benefited me. But more seriously, Musk doesn't suffer fools, that's why he's successful, seeing him being himself reassures me Tesla is in good hands. You seriously think...

Source: Trust me bro

Well I guess the BYD brand must be completely toxic in China due to its CEO then.... /s But seriously, should be obvious the weak Chinese economy is another factor, Tesla didn't spell this out probably because they don't want to anger CCP.

The plot shows the biggest drop happened in Q1 and Q2 2023, consideration dropped from 70% to ~40%. Yet the US delivery numbers in Q1 and Q2 2023 (from Troy's post 1 and 2) shows no drop at all. Conclusion: This plot is meaningless. Also the article claims Elon's unfavorable rating is 42% in...

An interesting look at the current Chinese EV market: https://restofworld.org/2024/china-ev-industry-slowdown/

Actually all of these are speculation, I provided my source, it's your turn. BTW Iridium doesn't use optical ISL, they use Ka band radio ISL. OneWeb Gen1 doesn't use ISL at all.

https://www.pcmag.com/news/starlinks-laser-system-is-beaming-42-million-gb-of-data-per-day That's not short range at all, and the link is only broken because it's dipping very low into the atmosphere.

https://www.ft.com/content/98f15b60-bc4d-4d3c-9e57-cbdde122ac0c This action is no different from Elon trying to stop Ukraine's raid on Crimea, except Elon did what he did for fear of escalation to nuclear war, so he's thinking about humanity instead of himself; while in this case someone is...

Starshield has an Earth observation component in it, it's been known since it's unveiled a year ago, you can see this on its official page: SpaceX - Starshield, it's not a secret. China is spying on the US too, yet the US still allow China to sell its products here.

They're not pushing for this, I'm not aware any filing or meeting with FCC that's aimed to raise this limit. I think the reason is even if they increase F9 cadence by 50% every year, it'd be a while before they hit the limit, especially given some old Gen1 satellites may start to retire in the...

Well that's why Amazon is building nuclear powered data centers: Amazon buys nuclear-powered data center from Talen

Having read the manifesto of the previous arson attack against Tesla, it's pretty clear that these attacks from left-wing has little to do with Elon personally or his politics or his tweets, they're attacking Tesla because Tesla is a super efficient capitalist machine that solves a problem they...

The keyword here is "payout", in those cases shareholders got something back, as in cash, and they then share part of that cash with lawyers. In this case us shareholders got nothing, Elon's pay package didn't get redirected to us, so it's a big fat zero for us. In fact it's probably negative...

Here's her letter:

I mean it depends on what you mean by "sufficiently far away": And this is just their first version, once they get bigger satellites launched on Starship, the signal strength will increase. Also "fixed wireless" means something else, it's from MNO and absolutely does compete directly with...

Elon shows good impulse control here, do not want to threaten their MNO partners.

Elon is on the case:

That's not it exactly. If you read the recent GAO report on FAA AST, they're having trouble filling the positions that are already authorized by Congress, because they have to compete with private industry for experienced people. For example they lost two inspectors to private companies recently.

Not a science experiment, it's a NASA technology demo, a lidar specifically designed for lunar landing navigation, flying on IM-1 as backup. Another unit of this lidar is the primary landing sensor on Astrobotic Peregrine lander, unfortunately it didn't get used in that case.

Google's Gemini debacle shows Elon Musk is right all along, once again: https://news.yahoo.com/google-pauses-gemini-ai-racially-162958988.html

Tesla employees continue the fight against MSM FUD on X:

So you're saying the administration agrees with Elon that climate change is not a big deal in the short term, that's why they did what they did? This is an interesting explanation...

Cybertruck Lead Engineer commenting on the "rusting" issue, confirms it's just iron dust on the panel rusting, not the panel themselves: The youtube video he endorsed:

From the Reuters article: "Texas does not shield corporate leaders in the same way as Nevada - meaning it could be harder for Tesla shareholders to argue a move there is designed to let Musk escape liability." I think this is one of the reasons he's moving Tesla to Texas instead of Nevada, much...

Confirmation from Tesla's VP of Public Policy and Business Development that FSD Beta was not downloaded to the car in the accident:

No he's not, otherwise he wouldn't be discriminating against Tesla who is literally the only western company building BEVs at scale. Biden wanted to kneecap Tesla by giving more IRA incentives to unions, only Manchin's intervention saved Tesla from being discriminated.

And once again when you hear Elon lays out his reasoning, it's very logical and rational. You may disagree with his assumptions or the value he's optimizing for, but you're delusional if you think he's only doing this to look cool to his friends.

The host for the other Tesla Gigafactory is not doing so well: https://www.bloomberg.com/news/features/2024-02-10/why-germany-s-days-as-an-industrial-superpower-are-coming-to-an-end Bad policy has real consequences, so maybe when you see one try to speak up...

Just another reason for Tesla to bet on Texas:

Dumb idea, for starters Elon's strength is in manufacturing, building physical things, not in AI. Also for xAI to be able to compete they need enormous amount of money, where does Elon get this money if he quits Tesla? He also assumes Tesla will be fine without Elon, which is unsubstantiated. If...

Dude they're just quoting Financial Times... https://www.ft.com/content/9c027da5-612d-46b2-870b-684e640ed7be

Well if you haven't noticed, immigration is a huge concern for the majority of the country, it's currently the #1 concern among voters, 81% of Republicans, 68% of independents and 45% of Democrats say conditions at the border are worsening. So Elon is not expressing some controversial view here...

Sending a few tweets just takes a few minutes, it's not going to affect his work on Tesla in any meaningful way. Besides, he probably sent them when he's in the bathroom...

Elon sounds very cautious when they're in the early stage of the S-curve, that's not new. For example in early 2020 he mentioned every LEO constellation so far has gone bankrupt and SpaceX/Starlink is focusing on "not going bankrupt". I think this just means they're in the thickest part of the...

He's always been an old space supporter, he thought up the Constellation architecture before he was appointed as NASA administrator. As for COTS, many in the new space community thought it's just his way of giving new space enough rope to hang themselves, i.e. he expects new space to fail at...

It should be evaluated on a case by case basis, if the company is in distress and BoD thinks the only way to save the company is cancelling the incentive package, then absolutely it should be cancelled. Similarly if Elon thinks an asteroid is going to wiping out the country and he needs to sell...

SpaceX’s Starship wins $53M from NASA for full-scale orbital refueling test

Huh? How is that tone-def? His hypothetical new compensation plan would obviously be linked to share price and market cap, this would actually make him care *more* about share price, which is exactly what you wanted here.

No, I didn't, here's the paragraph from the article: So yes, the article most definitely did try to make the reference to BFR as "Big F-cking Rocket" as evidence that he's on drugs. The authors thought BFR really means "Big Falcon Rocket" instead of "Big F-cking Rocket", they're offering this...

The article claims Elon Musk repeatedly called BFR "Big F-cking Rocket" in a 2018 SpaceX company meeting, and uses this as evidence that he's on drugs. But everybody in the space community already knows BFR does officially stand for "Big F-cking Rocket", this is a well known fact for more than...

The plan stated publicly a few years ago is that the first crew will be responsible for building the ISRU plant, so there won't be any ISRU plant let alone be 100% reliable before crew arrives. This is not as dangerous as it sounds, since they can keep resupplying the crew if they can't come...

You're assuming he would have stayed with Tesla if SpaceX wasn't an option, but it's likely he would move on from Tesla anyway, if not to SpaceX then to a rival of Tesla which would be worse for investors. At least by moving to SpaceX he stayed in family so to speak.

Don't worry, there'll be enormous demand for human labor at SpaceX Mars colony, Mars awaits! PS: If you don't have the skills, a Neuralink chip can let you learn it instantly...

Peter Hague already refuted a lot of their reasoning and "research", it's pretty clear to me the authors are biased and have an ulterior motive in writing this book. But feel free to let me know what exactly did you learn from the book that wasn't available elsewhere.

No, I've read enough reviews to know reading it would be a waste of my time. And as Peter Hague said, the title itself "Have We Really Thought This Through?" shows the author misunderstands how things get built and is patronizing. "After a few years of researching space settlements, we began in...