Artful Dodger
"Neko no me"
Welcome to Elon Musk 3.0 - Twitter, Tesla, SpaceX (Ep. 590) | Dave Lee on Investing | @DaveT
Well said, Dave.
Cheers!
Well said, Dave.
Cheers!
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Giga Texas Drone pilot Joe Tegtmeyer (vids) thinks that the warehouse proposed for construction South of the Colorado River beginning June 1st is for the Boring Company:
Warehouse on 600 acres S. of CO river is for Boring Co.
Being strategically located about 500 yards from Giga Austin, you know there has to be some connection along the product roadmap. Any speculation? Plaid TBMs? Faster than Gary?
Cheers!
There’s enough area at the Austin site to do hyperloop prototyping. Boring has said they are moving out on hyperloop.Giga Texas Drone pilot Joe Tegtmeyer (vids) thinks that the warehouse proposed for construction South of the Colorado River beginning June 1st is for the Boring Company:
Warehouse on 600 acres S. of CO river is for Boring Co.
Being strategically located about 500 yards from Giga Austin, you know there has to be some connection along the product roadmap. Any speculation? Plaid TBMs? Faster than Gary?
Cheers!
Full scale? What happened to massive scale?There’s enough area at the Austin site to do hyperloop prototyping. Boring has said they are moving out on hyperloop.
Even though it says warehouse, I wounder if they will be building Boring machines there,Giga Texas Drone pilot Joe Tegtmeyer (vids) thinks that the warehouse proposed for construction South of the Colorado River beginning June 1st is for the Boring Company:
Warehouse on 600 acres S. of CO river is for Boring Co.
Being strategically located about 500 yards from Giga Austin, you know there has to be some connection along the product roadmap. Any speculation? Plaid TBMs? Faster than Gary?
Cheers!
It didn’t.I'd like some help to understand how the Twitter poison pill played out
Bringing Tesla parts *under* the river will be easy.Even though it says warehouse, I wounder if they will be building Boring machines there,
Bringing Tesla parts from the factory just across the river will be easy.
The other side of the (highway like) toll road may be SpaceX, very easy for Elon to be involved in all 3 companies with minimal travel.
The purpose of a "poison pill" isn't to explicitly prevent all corporate takeover events, it's merely to ensure that the board participates in negotiations with an interested party. In other words, it's there to make sure hostile takeovers are thwarted, but friendly takeovers can still proceed. Which is what happened. In general, hostile takeovers are not welcomed or thought highly of after the legendary corporate raids of the 1980's, see Barbarians at the Gate for the most notable and infamous example of that era.I'd like some help to understand how the Twitter poison pill played out
Indeed. Even if Musk does not need to sell any TSLA to fund the deal, the market will still assume he needs to. I reckon the share price will be held down until at least after the Twitter deal is completed, and that could take quite a while as some regulators will likely call the deal in for review. Because they can, not necessarily because they should. I hope I'm wrong but trading flat for a few quarters may be as good as it gets. Personally I think Musk acquiring Twitter is a dumb idea but it's his money, and his decision how thinly he spreads his time.I'm actually prepared to see TSLA go down on a confirmed Twitter acquisition by Elon based on uncertainty around how he finances it (sell TSLA?) and whether it will distract him significantly.
There’s enough area at the Austin site to do hyperloop prototyping. Boring has said they are moving out on hyperloop.
So far you are the only person with this letter on this forum, on FB, and on reddit.
I'd like some help to understand how the Twitter poison pill played out