Very informative video on Burry's current short position in Tesla/Arkk and the reasons behind it. Watch this to understand how interest rates affect high growth stocks and how Burry is pretty wrong in his thesis.
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Bonus points for ticking off Bezos: deliver Amazon packages with Tesla AI. After they are transported to the warehouse on a Tesla Semi.Thinking out loud…
Grimes and Karpathy are posting robo dog pics, day before AI day.
Dave Lee has been talking about Tesla needing a “last 100m” delivery solution.
A rumoured AI day surprise. (Tweeted by the first guy to tweet pic of the invite).
A fleet of noiseless robotaxis planned that has a ready market of people to move for most of the day, but which has nothing to do during the small hours.
An online shopping sector going gangbusters and which will ramp again if deliveries become cheaper and more reliable. (There’s no such thing as free delivery, the cost is merely averaged and moved into the markup).
A quadruped makes sense, unlikely to stumble on ramps, gutters, stairs, and able to jump in the back of an EV. Also cute enough to be non threatening. (noted how Grimes played on the cute factor)
I think Dave is right. We just need a little imagination to see how robodog will pull the parcel from the vehicle and secure it on his back.
Looking forward to the presentation tomorrow.
Or a neuralinked dog who plays pong with you, so becoming even a better best friend...Are we talking about a seeing eye dog neuralinked to a blind human? That would be pretty baller.
Which would you rather have: 19 Model S Plaids or one Rimac? I wonder if the Rimac comes in a roomy 4-door sedan version?
No me. I'd rather have 19 Plaids worth of TSLA in addition to the TSLA I already own!I'd rather have 1 Plaid and 18 Plaids worth of TSLA
I'm sorry to keep posting these CNBC screenshots, but they keep getting better and better....
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Confound it! Damn you Elon!
It should be Live streamed on Telsa's YouTube channel. I have heard it will start at 5pm Pacific Time (8pm Eastern) but I have seen other conflicting times.Link to AI day?
Is everyone missing the reason. When your dog runs off how is someone that finds it gonna know who to call? Sheeezzz
I'm not ready to have my ego crushed by consistently losing at Pong, to a dog.Or a neuralinked dog who plays pong with you, so becoming even a better best friend...
I've been following her for several years, love her cute youtube physics videos she does, but she just cut ties with her PBS sponsor last year. Then she starts making these with Toyota....gotta get the money from somewhere.....really disappointed with her.This popped up on my YouTube feed:
I enjoyed many of her other videos, but in this video, she seems to affirm that hydrogen fuel cells could be a viable alternate clean transportation solution. She mentions at the beginning that the series was sponsored by Toyota. It seems as if she were really interested in the merits of “hydrogen vs battery electric cars” from a physics point of view, she would have critically examined Elon’s analysis of the two and maybe without Toyota’s sponsorship. She is widely viewed with 2.0 million subscribers.
I’m not calling on anyone to comment on her YouTube video page, but if you do, please keep it polite and civil.