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Elon & Twitter

Singuy

Well-Known Member
Jun 28, 2018
7,659
74,016
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The advertisers bailing makes sense to me. They don't advertise on porn or extremist web sites/apps, so they are waiting to see if Twitter descends into a not safe for work cesspool, or if it becomes basically what it is now but with more features.
Curious why advertisers were okay with Twitter 1.0 which had child pornography and child trafficking hashtags?

 

JRP3

Hyperactive Member
Aug 20, 2007
23,991
67,492
Central New York
"Gotcha" questions are not good questions. Typically they are "leading" questions. "How do you explain all the Teslas that have caught on fire?" is a "gotcha" question. It's not a challenging question to answer because Tesla didn't do anything wrong like purposely adding substances in their cars to make them catch on fire more than usual. So there's nothing controversy about it besides forcing you to be defensive by saying "well gas cars catches on fire 10x more". But you see how even with a correct response, it doesn't paint Tesla in a positive light because..gotcha!.
So a good interviewer wouldn't ask about Tesla car fires? Remember the original "gotcha" question was asking someone what they read...
 
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The advertisers bailing makes sense to me. They don't advertise on porn or extremist web sites/apps, so they are waiting to see if Twitter descends into a not safe for work cesspool, or if it becomes basically what it is now but with more features.
He also laid off a huge number of employees who sell advertising and support customers.
 

Singuy

Well-Known Member
Jun 28, 2018
7,659
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So a good interviewer wouldn't ask about Tesla car fires? Remember the original "gotcha" question was asking someone what they read...
A good interviewer would have done some research and only tries to ask questions that may end up with new revelations. Maybe the company is hiding something because x, y, z doesn't add up. Topics like Tesla fires are not controversial because a simple research will lead you to the conclusion that gas cars are way more likely to catch on fire. So by asking the question, you are leading the audience into thinking the opposite because their assumption is that you are a good interviewer who have done research and is investigating why x, y, and z doesn't add up. So now the audience thinks Teslas are very likely to catch on fire...so what gives hmmm Mr. Musk? And when Musk points out that gas cars are way more likely to catch on fire, the audience now thinks Musk is deflecting and lying about the REAL truth why Tesla catches on fire all the time.

It's a technique used by lawyers all the time to sway the jurors.
 
I could tell from the last time Swisher interviewed Elon several years ago that she hated him even then. She kept asking annoying gotcha questions that Tesla investors are very familiar with.
That is unfortunately not true.
She and Walt Mossberg were proud of him. You could see it on the body language of each party and Elon felt super comfy back then.
That was the peak of him, he was king of the hill (yet really "poor" at the time;)

Her recent interview shows she is really hurt, yet still defends him. That takes a great heart and a grand perspective of things.
You make it too easy.

I´m a great believer in him, and loved everything he did, even was "okay" with the "Pedo phase", but the last three weeks are out of my understanding.
Schizophrenic is what describes his recent actions best.

Today I had to defend myself vs. three different parties (who don´t know each other) for my Elon stance. We have people cancelling their purchases left and right here in Germany, and loads of Twitter cancellations. Me included.
That has never happened before and I am deeply worried for Tesla.
 

JRP3

Hyperactive Member
Aug 20, 2007
23,991
67,492
Central New York
A good interviewer would have done some research and only tries to ask questions that may end up with new revelations. Maybe the company is hiding something because x, y, z doesn't add up. Topics like Tesla fires are not controversial because a simple research will lead you to the conclusion that gas cars are way more likely to catch on fire. So by asking the question, you are leading the audience into thinking the opposite because their assumption is that you are a good interviewer who have done research and is investigating why x, y, and z doesn't add up. So now the audience thinks Teslas are very likely to catch on fire...so what gives hmmm Mr. Musk?

It's a technique used by lawyers all the time to sway the jurors.
Or asking the question gives a chance for the CEO to clearly state his counter arguments in an easy to understand manner, counteracting the false headline impressions. Jurors are also swayed by clearly stated facts in a response.
 
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Reactions: ElectricIAC
Hate to go off topic but I’ve been trying to wonder what gets TSLA back to $300/ sh.

What I have so far

1. Waiting for forward PE to support $300 at this level (e.g. ~55% higher earnings adjusting for any stock dilutions or buy backs)

2. Growth substantially above current expectations - which is less than 50% y/y - so maybe a 15-20% quarterly upside surprise

3. Surprise expansion story - new 3/Y factory, Texas & Berlin ramp, new $25$-$30k model, CT deliveries

Anything else?
4. Elon regaining his sanity. OK, only half kidding. But, a related idea, if Tesla can show that it can outperform and innovate despite Elon's side hustles, investors may begin to view Tesla as a juggernaut that can't be stopped no matter the distractions. That's what I'm wishfully thinking at least. On the other hand, if Tesla's performance disappoints in any way, it'll feed the narrative that a distracted Elon is dragging down Tesla. Whether or not you agree with this, clearly investors overall are concerned about this. Just look at the SP pop a few months back when Elon tried to back out of buying Twitter.
 

Chunky Jr.

Hungry Member
Supporting Member
Mar 9, 2018
2,383
36,715
CA
Curious why advertisers were okay with Twitter 1.0 which had child pornography and child trafficking hashtags?


that is a good counterpoint. I guess the question is whether Twitter becomes worse or better from a brand safety perspective. I think at this point they are taking a wait and see approach. I don't think it has anything to do with Elon's claims about "free speech"
 
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cdub

Future Tesla owner / Current original Leaf owner
Oct 7, 2014
797
1,483
Glendale, CA

SOULPEDL

This is Bandit
Supporting Member
Jul 25, 2016
5,159
23,722
Arizona
4. Elon regaining his sanity. OK, only half kidding. But, a related idea, if Tesla can show that it can outperform and innovate despite Elon's side hustles, investors may begin to view Tesla as a juggernaut that can't be stopped no matter the distractions. That's what I'm wishfully thinking at least.

His behavior was debunked years ago on April Fools day with a bottle of Teslaquila and Bankruptcy as the meme, followed by the launched of Model 3.

Today, the market is not reacting to his side shows but rather it is being misdirected by a few powerful folks with numerous false claims. Ironically, fueled by the very T word you bravely mentioned. (FYI, warning on that one from Mods)

It's all noise - best focus on the Tesla money-printing engine part.
 

Singuy

Well-Known Member
Jun 28, 2018
7,659
74,016
US
that is a good counterpoint. I guess the question is whether Twitter becomes worse or better from a brand safety perspective. I think at this point they are taking a wait and see approach. I don't think it has anything to do with Elon's claims about "free speech"
I don't generally use twitter before the take over, but all these people claiming that porn is everywhere or whatever are just trolls. Looking at some of the porn names they have over half a million followers. They didn't get that many followers in the past 3 weeks. So porn has always been on twitter from what I can tell.
 
Um. Thinking back about my post about brain issues..

The first time I realized that something seemed out of kilter was when Musk went over the edge when the Fremont factory was closed down because of COVID. Before then he seemed neither left nor right leaning, but just this entrepreneur worried about getting product out the door, disrupting industries, and, as a strong sideline, Saving the World.

A more.. balanced.. approach might have gotten his factories open in CA in about the same time frame that they were eventually opened up. But he went.. combative. It worked.. kind of, but stepped on a lot of peoples' toes that perhaps didn't deserve getting stepped upon. And, in the end, was perhaps more than a little self-defeating.

That struck me as odd at the time, and out of character. Since then, I've happened to talk to people associated with his companies, and they report odd behavior (at least, odd to me, an engineering worker bee) as well.

The behavior has continued to change. Yeah, political leanings can change. Work habits can change. Being changeable is part of the human experience. So it's not difficult for people to come up with explanations for behavior, be it thinking that a person is playing multidimensional chess (which is the vaguely generic opinion around these parts) or is a fraud (TeslaQ style). But this dive-to-the-right behavior seems incongruous when compared to his behavior before 2020.

And that's the point. As I mentioned before, my father passed some years back from Lewy Body disease, a form of dementia. In 20-20 hindsight, the family realized that his behavioral changes had started some 20 years before his diagnosis, which only happened around the time when things had degraded to the point where he was as likely to walk backwards as forwards (it had gotten to his muscle functions). Until that point, the family had explained away his behavior as that of, well, an irascible old man. And that included his spouse.

With many forms of dementia, the first things to go are higher brain functions. Introspection is one of those things. When you ask somebody in the early throes of this kind of problem, "What are you doing? What would other people think?" you get back.. nothing. It doesn't compute for them. A number of the family literally asked my father that and had no answer from him, just this.. weird pronouncement, repeated, that didn't fit with the person we thought we knew.

Right about that time, or a little later, he stopped admitting that anything he said or did was wrong. Which was, again, odd: People make mistakes all the time, and, while he had been a little slow admitting to the odd mistake or other, after a bit, he never admitted to any error.

Mind you, he was in a highly technical field. He was still doing research, writing papers, and editing journals.. but it slowed down over time, gradually. While people around him got more and more irritated with the man and, after several years, he was forced out. A decade or so later, he lost the ability to do math. And then to string words together. And, eventually, lost the ability to swallow. This progression is not something that's easy to forget.

A couple of years ago I was wandering through the American Museum of Natural History in New York and came across an exhibit that detailed this progression. It was, well, enlightening, in a rather morbid sense. And explained quite a bit about what had happened to my Dad.

Musk is in the right age range for something like this to happen to him. I'm not kidding: I wonder if he should see a neurologist?
 
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Singuy

Well-Known Member
Jun 28, 2018
7,659
74,016
US
There it is. Musk's purposely created drama of Apple thinking about removing twitter has now Desantis calling in Congress for investigation if it ever happens as it would be considered as a "raw exercise of monopolistic power".

How many corners will Musk paint apple into so they can never remove twitter?

 

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