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  1. friit

    Russia/Ukraine conflict

    This was shared by Lucas himself. To my eyes this is accurate with the slight caveat that the reality is even bleaker. Germany, please get your act together.
  2. friit

    Russia/Ukraine conflict

    Funnily enough, this was done in 2020 by some "hooligans", our foreign minister condemned the heinous act (lol), and Russian propaganda shows threatened nuclear strikes.
  3. friit

    Russia/Ukraine conflict

    I support the sentiment, but the realities of a Russian break up would be way more complicated. Due to centuries of russification most of the regions are by now majority ethnic Russian, and the voiceless people have been denied any autonomy based on national identity. Vlad Vexler does a decent...
  4. friit

    Russia/Ukraine conflict

    Strangely they didn't put Kallas on their wanted list because of her staunch support of Ukraine, but for removing a Soviet era monument from Eastern-Estonia, right next to the Russian border. The monument was of an invading T-34 tank on a pedestal with the barrel pointing towards the capital...
  5. friit

    Russia/Ukraine conflict

    How do you understand the logic of peace talks to work? If one side is stronger, they will not want to stop. Russia is stronger than Ukraine. Ukraine evens the odds with some help from allies, but doesn't get strong enough to win outright. Now, major ally stops helping -> Russia gains the...
  6. friit

    Russia/Ukraine conflict

    I see people argue that Elon is right to favor the certainty of Ukraine surrendering vs the uncertainty of Russia losing. They say that maybe it's better to save all those souls from dying in battle and missile strikes, and fight on in a guerilla capacity, weakening Russia from inside. Someone...
  7. friit

    Off topic galore

    I wonder if anyone here follows Karen on BlueSky. She had a thread recently where she detailed a prediction of Elon going to jail due to the ongoing SEC saga. She thinks criminal charges are likely and Elon wouldn't back down and thus lose. She's still a fiery defender of Tesla, but boy is it...
  8. friit

    Russia/Ukraine conflict

    That's terribly reductionist and ignores large parts of Russian inner logic. They never truly tried democracy because they never gave up imperialism. West's inadequate support or exploitation played a part in Russia's anti-West narrative, but Russia itself is the one that bears the...
  9. friit

    Russia/Ukraine conflict

    Here's an excellent article about Russian cultural and societal reality from the perspective of the heads of the three Baltic internal security services (counterintelligence). It's a long read, but is essential reading especially to western audiences, who just think too differently to actually...
  10. friit

    Russia/Ukraine conflict

    The Estonian mindset on this conflict is simple - anything that can be done to diminish Russian military and economic capabilities is in the service of national (existential) security. That means a Euro spent to help Ukraine destroy Russian tanks, planes, and missiles, is one that has been spent...
  11. friit

    Russia/Ukraine conflict

    That's inaccurate, Turkish is in the Turkic languages group. Uralic and Turkic have their own distinct proto languages, and any convergence prior to that would be beyond speculative.
  12. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is a false dilemma fallacy. There are plenty of scenarios that resolve with Ukrainian victory (i.e. territorial integrity and right of self determination), and that also have no nuclear winter. The problem with giving in to nuclear blackmail of a genocidal invader is that it's only a...
  13. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Generally agree, but it still has these little false memes, that burrow into peoples' minds. Like printing "[Musk slimed] a heroic cave diver as a “pedo guy,”" without any added context that it was an in kind retaliation to a unprompted vulgar attack. Also how he "defied local public-health...
  14. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I got my first Tesla a couple of weeks ago (Model 3). It's the first electric vehicle in my family and circle of friends here in Estonia, so lots of explaining is to be expected. But I did encounter a new one I hadn't seen on here - my very wealthy older acquaintance was surprised I got the car...
  15. friit

    Russia/Ukraine conflict

    This Mearsheimer character can't be serious, it's like he's so infatuated with his take that he will not let plain reality interfere with his narrative. The interviewer was great but you can't get an overconfident academic to admit they're wrong. Instead you get a jumbled incoherent and just...
  16. friit

    Russia/Ukraine conflict

    Not so simple. Russia is almost exclusively built out towards Europe.
  17. friit

    Russia/Ukraine conflict

    What kind of drones are you talking about? Ukrainians only have a couple dozen of the Turkish Bayraktars. We don't know how many the initial and subsequent Russian missile strikes took out, plus the Russians have mobile air defence with their armored forces. On the plus side, the footage that we...
  18. friit

    Russia/Ukraine conflict

    The "Why Ukraine is the fault of the West" line of thinking is just blatantly denying the right of self determination of Eastern Europeans and also a weirdly reverential apologia of Russian imperialism.
  19. friit

    Russia/Ukraine conflict

    This "agreement" pushed by Russia has been amply debunked. The nugget of truth in it that has been mangled and amplified was that there were talks to that effect with regard to German unification, but as is well understood, verbal consultations are not actionable agreements. Relevant twitter...
  20. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    We also have a very business-friendly and technologically forward thinking economic environment, and the world's best PISA science scores which promise a highly skilled future workforce. I just wish Tesla hadn't stopped its EU expansion just shy of the Baltics, we really need official Tesla...
  21. friit

    Off topic galore

    Since some on the main thread asked, and the topic is OT, I'll repost it here for what it's worth. The facts of the Ukrainian conflict. There is an ongoing war in Ukraine between Russia and Ukraine that started in 2014 after Russia annexed and occupied parts of Ukraine, the war has amounted to...
  22. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    That wasn't meant as bad faith targeting, but rather a pointed criticism - namely it's in fact wasteful to be paperbound for such projects and it's nothing at all to do with democracy. I'd argue that the digital medium is superior in all the ways democratic principles matter in processes such as...
  23. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just to see all those binders is soul crushing. Can't imagine having to rush and write all that nor having to rush and read all that. And besides, why isn't it all digital anyway? Usually, if there's one copy, there's more. Quite wasteful and inefficient, what gives, Germany?
  24. friit

    Off topic galore

    Not sure if this was common knowledge or not, but there is good reason to believe that Factcheking (@truth_tesla on Twitter) is also u/__TSLA__ on Reddit. If true, you can get some of his longer form writings and arguments there that are missing from Twitter. While I had long suspected as much...
  25. friit

    Numerology on Twitter

    By now Elon is fully aware of the 12/9 meme (through Whole Mars e.g). If this has all been a game of seeing faces on Mars, I wonder if in an ironic twist Elon actually organizes something for 12/9 in response to all the meme-ing.
  26. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Interactive Brokers sent out a note yesterday that said implied movement after earnings is 4.3%. Not sure how they calculate it. FWIW they also gave consensus EPS as 1.49 and revenue as 13.4 B.
  27. friit

    Off topic galore

    Fun to see this gif from the main thread. It's from an Estonian satirical rap music video, quite the obscure reference! Link for the interested.
  28. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    While I agree that different countries have different issues, I'd object to this kind of lazy generalisation of "eastern countries". There's plenty of problems with corruption in the "western countries" that the newer EU members don't have and in many cases the newer members are more transparent...
  29. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    The vast majority of his tweets are found under the 'Tweets & replies' tab, if this was the point of confusion/object of inquiry.
  30. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ok this is a weird one. In Rob's latest Tesla Daily video there is a small clip of a model X driving on a roundabout with pure vision graphics overlayed. The roundabout is in Tallinn, Estonia (same spot on Google maps), but Tesla doesn't have a presence here yet. Does anyone know where the clip...
  31. friit

    Bitcoin, Cryptocurrency and Blockchain Discussion Thread

    I'd add that when asked what should companies look out for if they decide to add bitcoin to their balance sheets, Cathie cautioned companies to consider the asymmetry of price movements and its effect - price goes up, no effect, price goes down, negative effect. She said there is institutional...
  32. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There is a Clubhouse call going on where FSD Beta drivers are giving their impressions. First impressions are that it is smoother but still many quirks and in some places maybe worse (which is to be expected with new releases). No other major UI improvements or additions in this update. People...
  33. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Here's an interesting analysis of Toyota's struggles to develop a hydrogen combustion engine - a massive waste of effort and energy to basically confirm that it's an evolutionary dead end. A quote from the video sums it up: "Turning usable electricity into hydrogen is unlikely to make sense from...
  34. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    After watching some of the edited highlights of the event on Youtube it's absolutely clear that Tesla knocked it out of the park with Plaid. Some might feel frustrated that everything that's in the pipeline for Tesla didn't burst out all in one go, but it's still all in the pipeline - the...
  35. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Regarding Tesla's expansion to Russia, it bears mentioning that SpaceX has severely drained their space program revenues. This would not be easily forgotten or overlooked.
  36. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Ever since Reuters partnered with the Russian state information agency TASS it has been a sad sight to behold as it parrots Russian state propaganda dressed as news, and that includes anti-EV "news". A thread on twitter gives some background on this.
  37. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Since Gordon Johnson is perhaps perplexingly the latest pre-eminent avatar for FUD-y analysis on Tesla, it maybe useful to ponder exactly how hollow his credentials ring - a thread on twitter. A quote from the thread: "This person is front and center on CNBC every other day, seemingly. Yet, if I...
  38. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    While it was fun to cheer Tesla's expansion to Iceland, a comparatively small market, it has been excruciating seeing Tesla's expansion halted here in the Baltics. Tesla's "opening soon" superchargers have been in limbo for nearly 4 years and no service centers in sight. Although I did hear from...
  39. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Some more exciting SpaceX news - the prototype SN5 rocket did a successful 150m hop. Incredible stuff to see!
  40. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just as a point of clarification - he tweeted 'red rose twitter' sucks. As he followed it up with a reference to guillotines, it's pretty safe to say he was criticising the 'socialist' part of twitter. Bernie Sanders himself managed to post a hot take on an out of context tweet by Elon.
  41. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    There's some politics further back, but most notably his idiosyncratic propensity to pontificate on a multitude of subjects is intact. Perhaps this is a good time to start following for as you say, he seems to have found his voice on the platform.
  42. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Yes, lots of interaction there. Just scrolling their feed makes it look more and more probable. Great content as is to be expected too. Target share price is 6 figures:D
  43. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Seems at least plausible. Great find if true! Edit: This tweet seems to strongly imply that it's FactChecking - https://twitter.com/truth_tesla/status/1272747505780957185?s=20
  44. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    OT I've seen this asked at least a couple of times without answers I could find. Does anyone know if @Fact Checking has any other online presence? Karen can be followed on Twitter, but I cannot imagine such a prolific writer as FC without an outlet of some sort.
  45. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Hey, ATH close at 917.42 if I'm not mistaken!
  46. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I made these gingerbread before Christmas. The three were unrelated, but serendipitously can be read together as TSLA SP at 500! Never would have thought it to rocket to this level so fast.
  47. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    This is small news, but lines up nicely with Tesla's expansion to the rest of Europe. Estonia's government has after a long pause restarted its credits program for EVs. The upper cost limit for the EV is 50k, the credit is 5k and the car has to travel 80k km in four years to be eligible. The...
  48. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Just received the following email from Tesla - Model S, Model X and Model 3 are now available to order in Estonia. Design and order yours today for delivery in early 2020.
  49. friit

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So the FCA deal was on Feb 25th, right? Same day as the fate loves irony tweet.