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AI is creating huge demand for electricity, the power plants and the grid could be a limiting factor if they couldn't keep up: https://time.com/6987773/ai-data-centers-energy-usage-climate-change/...

He doesn't crave for everyone's love so much so that he'd compromise his principles, and that's a good thing.

The "bad guy" tried to insert handouts to Tesla's union run US competitors in said bill, only to be stopped by a senator from his own party. Also the windfall from the bill and stopping Chinese EV benefit Tesla's union run US competitors just as much as - if not more than - Tesla. So no, it's...

WSJ timed this hit piece right before the end of shareholder votes, yet it has no effect. People are increasingly seeing through mainstream media's FUD, the real brand damage done here is to the mainstream media themselves.

Did you not read the whole thing? The $3.5B cap is for actual amount of loans they take out against the pledged shares, not for the value of the pledged shares themselves. There's nothing preventing Elon from pledging $41.9B worth of shares but only takes out $1B worth of loan against it. In...

Phew, for a moment there I thought we were in trouble... Anyway, here's the new deal:

Isn't it obvious? Evaluate his successor and the state of the company, if you like what you see keep holding, otherwise start liquidating your position and looking for the next innovator/disruptor, it's no different from any investment. No company lasts forever, eventually they all falter and...

I still remember at one time twitter is off limit to this thread, oh well this ship has been heading towards an iceberg for a while now... Captain? What captain... Anyway, if you mean there's no tweets from @apple, this is something that has been true for a long time, long before Elon Musk's...

Elon's role at SpaceX is CEO too, same as Tesla. Gwynne Shotwell is the COO. I'm not opposed to the idea of a COO at Tesla, but it won't be easy to find a person qualified for this role, Gwynne has been working with Elon for over 20 years. And let's just say voiding your CEO's compensation...

Why does anybody still think this is true is beyond me. We literally have more than one no voters - who has significant positions in TSLA no less - explicitly stated their goal is to remove Elon as CEO. It has nothing to do with wanting Elon to do anything, they want him *gone*, period. If you...

It's beyond ridiculous to claim Tesla investors should replace a CEO who just accomplished this: Get this: Tesla is nothing without Elon Musk, without him Tesla is just a bigger Rivian, and one would be better off to just buy RIVN since it's a lot cheaper. And who do you plan to replace him...

Many things, bigger model, more training data, training the same model longer to get better result, faster iteration, fine tuning for different countries, trying out new model architecture, etc. If you think Google and Microsoft are buying H100s for "just in case", you don't know AI at all...

What TSLA investors should get from this Lora Kolodny hit piece is how unique Tesla is and how valuable Elon is to Tesla. Like, are there any other car companies buying tens of thousands of H100s? Do other auto CEOs even know what a H100 is? I wouldn't be surprised the total # of H100s owned...

BTW, people who're envious of SpaceX's success today don't know SpaceX's growth was once stalled as well. That was in 2019, when the # of launches SpaceX conducted decreased sharply YoY (13 launches in 2019 vs 21 launches in 2018). Guess what Elon did? Yes he fired 10% of the employees... He...

SpaceX only appears to be more successful than Tesla because there's a lot less FUD about them. They have their share of setbacks (for example cancellation of DearMoon, delay of Starship, etc) and obstacles (rising Chinese competition, very high valuation, uncertainty about Starlink demand...

Again you're failing reading comprehension. I specifically included the possibility that his personal commitment could be related to Tesla, so your claims about "nothing to do with Tesla" is just strawman. He can make personal commitment related to Tesla - such as not selling TSLA shares - but...

https://techcrunch.com/2024/05/31/fisker-collapse-investigation-ev-ocean-suv-henrik-geeta/ People underestimate how hard it is to get a competent founder/CEO, especially for a company in startup mode which needs a fine balance between order and chaos.

Nice Tesla related origin story: https://techcrunch.com/2024/05/31/a16z-backed-zeromark-wants-to-give-soldiers-guns-that-dont-miss-against-drones/

No, that's not the only sane conclusion at all. It's his personal commitment which could be related to Tesla, but it's still not Tesla's commitment. This doesn't need 69d chess to understand, it's just basic reading comprehension. However that's hardly the point, doesn't take a genius to figure...

I find it funny that people otherwise don't believe a word Elon says hold on to this tweet religiously, way to be consistent guys... For starters, he said "my commitment", not Tesla's commitment. And he's also allowed to change his mind, in fact he does this all the time, you can call it a...

Apple has far more competent competitors than Tesla or other Musk companies, and just as a personal opinion they haven't been very innovative lately (see for example the demise of Project Titan or having to buy LLM from Google/OpenAI), yet Apple is worth $3T right now.

Boeing didn't find the design vulnerability from paper design and study, if they did it would have been found years ago, not a few days before a manned flight. They found the design vulnerability when analyzing an actual issue on actual flight hardware, they could have found this earlier if they...

1. As far as we know, Tesla didn't spend any money on anything related to xAI. Elon may have used some of the money he got by selling TSLA shares to invest in xAI, that's the only plausible connection. 2. xAI did not use Dojo chips, they rent GPUs from Oracle (Larry Ellison is a friend of Elon)...

While AI is hot it doesn't mean investors would just give anybody $6B. In fact this may be one of the biggest funding rounds ever, 2nd biggest after 2018 funding round by Alibaba's Ant Financial fintech affiliate. That's hardly new to him, both SpaceX and Tesla started from very primitive state...

This shows investors' trust in Elon Musk has not been eroded, once again proves the so called "brand damage" is BS. Also part of the xAI pitch is that it'll be an AI that is not trained to be politically correct but will speak the truth, and one of the company's advantages will be access to...

This is why Texas is a good choice for Tesla: https://www.ft.com/content/ef2f6f8e-60df-4ccd-8c4f-ef5cd0eb3176

Well I guess this is my one Nivida post today, hehe YouGov most famous consumer brands in America ranking: The most famous brands in America | Consumer | YouGov Ratings Tesla: rank #86 Nvidia: rank #1618 That is all.

Yeah, I'm sure the increase in ranking on Glassdoor has nothing to do with the increase of wealth Nvidia employees got from skyrocketing stock price... Well you're just proving my point, a lot of people haven't even heard of Nvidia or its dominance, they just recently heard about it due to its...

Actually I know a lot of video games and Nvidia. What you don't get is most consumers don't care about the video card in their computers, only serious gamers care about this. Besides, if Nvidia has always been so popular, why didn't Axios include them in past surveys?

Well for those who claim this is because of Elon, they also need to explain what bad things Jim Farley said in 2024 to cause Ford's ranking drop by 23 places, from 32 to 55. BTW, they have Nvidia as #1 even though regular consumers don't directly use Nvidia product at all and likely never heard...

This should refute the idea that the recent pivot is because Elon is afraid of Chinese EV competition.

So you think the best way to motivate him to follow your direction is not paying him what he already earned? That's called extortion you know... Besides, Tesla performing poorly has little to do with him, a lot of EV companies are performing poorly, including Chinese companies that sell really...

What do you mean "He's got to make it work"? He already made it work, it's been working for over 20 years, that's how he earned the compensation in the first place. But none of these affect my original point, the following are facts regardless of whether you think they're right (as in morally...

They want a full time CEO, you know very well Elon couldn't do that since he wouldn't give up his other companies especially SpaceX.

There you go, mainstream media suddenly realizes freedom of speech is important, and Washington Post editorial board went as far as denouncing DEI statements. Remember just a few months ago Elon supporting freedom of speech and denouncing DEI is supposed to mean he's a far right extremist.

Putting aside the validity of this article, Apple's China problem is 100 times worse than Tesla, yet AAPL is at all time high, because reasons...

https://finance.yahoo.com/news/tesla-shareholder-group-slams-elon-111239573.html I told you this vote is not about the compensation at all, those who vote no wants to remove Elon as CEO.

Elon is vindicated once again, now even WSJ is worried about population collapse: Suddenly There Aren’t Enough Babies. The Whole World Is Alarmed. Remember when Elon talking about this is supposed to mean he's racist or something?

What Tesla owns can be sold: https://www.teslarati.com/tesla-sells-wireless-charging-unit-firm-wiferion-report/ Or downsized to shift focus: https://www.theguardian.com/technology/2018/jun/22/tesla-downsizing-residential-solar-business-bought-for-26bn

Not BS at all, given Elon already said publicly he's not comfortable continue the AI work at Tesla if he doesn't have more voting control, every investor who vote no should already know this. And as I posted before, people like KoGuan has been planning to get rid of Elon since 2022, they don't...

Again, if investors vote no, it means they don't want FSD and Optimus, they want a new CEO to return Tesla to a car company, in this case Elon quitting is just doing what they want him to do. If they think Elon leaving the company would mean financial ruins, they wouldn't vote no in the first...

What would he have done to the investors? A no vote would mean investors don't think he's important to retain, so him quitting wouldn't hurt the investors by their own logic. I mean didn't KoGuan claim Tesla needs a new CEO? So there you have it, they *want* him to quit. Besides, in this...

There're plenty of examples where people act against their own best interest, and just because shareholders have an interest in the company doesn't mean they know how best to run the company, that's why there's a CEO in the first place. Elon is entitled to quit if this doesn't pass, given...

There's no indication that they're struggling now. The shareholders voted in 2018 are not the same shareholders today. Why wouldn't establishment hate him more? Tesla today is a lot bigger and it's profitable, thus is a lot more a threat than the Tesla in 2018. And that doesn't even take into...

He's never the guy who everyone rallied behind, established interests (big oil, legacy auto, just to name two examples) are against him from the start, and there used to be tons of TSLAQs. The 2020 rally wiped out a lot of Qs, but now stock price is lower they're coming back and this time they...

I wouldn't be so sure. Yes he has a big ego, but he also has much more ambitious projects lined up than building EVs. For example his ego can be much better stroked by doing this: If he put a man on Mars, let alone build a colony, he'd be remembered for the next 1,000 years, regardless of...

Elon Musk is proven to be right yet again, 4 years ago this tweet is used as an example of him being a bad person: Yet today moderates are starting to admit pandemic response is indeed excessive:

Yes, let's just ignore all the new features added to twitter in the past few months such as job listing, monetization and Grok. As for losing money, that's not at all unique to an early Musk company, SpaceX and Tesla lost money for close to 20 years, now they're industrial titans.

Well now you know:

#1 sign of being brainwashed by mainstream media is claiming Elon's take over of Twitter is not successful. How many times did MSM claim twitter will cease to function after Musk fired most of the employees, yet Twitter is still here, better than ever. Like have any of you even used twitter...