@RealJimChanos @business @SpaceX It's the funnel of liquidity between the 2 companies. Tesla capital raises to boost SpaceX EPS and please shareholders and vice versa until Elon gets his big paycheck.
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Matt Case
16K posts
Elon Musk said his Terafab project — a grand plan to eventually manufacture his own chips for robotics, artificial intelligence and space data centers — will be built in Austin and jointly run by Tesla and SpaceX bloomberg.com/news/articles/…
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@DavidBCollum I've always wondered does grok give stupid people answers that are stupider then ones it give smart people? Like when really smart people talk to idiots they tend to dumb down the answers to keep them from getting upset.
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There are morons all over Twitter that seem to not realize that Grok's answers are personalized and highly variable. They then call you a moron for getting a different answer. Y'all have brains the size of walnuts.
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@jbulltard1 Well we tend to interpret all news as bad news because the media overwhelmingly pushes negativity and "appeal to empathy" articles.
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@0xexpt @tryspikehealth LMNT is massively overpriced trash powder. It's the electrolyte equivalent of $350 vials of BPC157.
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One word : @tryspikehealth
Simmo@yoursimmo11
LMNT is the darling of the health influencer world. Huberman takes it and every podcast pushes it as, "Essential electrolytes." Check the ingredients and you see: sodium, potassium, and magnesium citrate. Citrate is a synthetic chelation agent your body has to process through the citric acid cycle before it can access the mineral. It competes with aluminum for absorption pathways. And it's the cheapest form of magnesium on the market dressed up with premium branding. $45 for a box of flavored citrate packets. A pinch of good sea salt in water gives you sodium with 60+ trace minerals attached. Costs $0.05-0.20. But sea salt doesn't have a podcast sponsorship deal.
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@ParrotCapital I mean it worked so well in Syria. I'm sure Europe will be excited to have more refugees.
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Destroying civilian infrastructure appears to be the plan to make Iran a failed state via a humanitarian crisis if the Strait of Hormuz isn't opened up again, according to Trump.
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@JoshYoung This could be the scenario if the US just up and left with the strait closed and Israel dropping bombs hourly. Though I think Iran would negotiate a peace deal before it got that far.
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@LombardiHimself Should have never allowed NFL players in. College kids & flag footballers only.
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Team USA may not want any NFL players for the Olympics in flag football. Seems clear that it's a very different sport
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You Must Choose:
For $500 billion, you can own:
1. One $500 billion AI datacenter campus
OR
2. 100% ownership of Coca-Cola AND Union Pacific Railroad AND PayPal?
$KO + $UNP + $PYPL
Pray tell, what do you pick?
Survey below:👇
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@punishedfounder Their captchas. How does a company screw up something so basic. Typical Chinese UI fumble. As bad as using Temu and their popups.
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@Aviation_Intel Nobody is discussing this may have been an internal audit / SWOT analysis performed by paid contractors.
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I have spent a good part of my career just getting people to believe this was actually happening. Now we are here. With 15 drones, you can lose roughly 1/4 of the B-52 force as it sits idle on the ground. This was always the most concerning scenario. Time to move to hardening. Just a matter of time now till we learn the hard way.
Hey, Dave!@davegreenidge57
Barksdale AFB was hit by multiple waves of drones over a week’s time. The base houses numerous nuclear weapons.
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@ParrotCapital It's bad that Iran figured this out before he did. That's how blind he is to his own weaknesses and vulnerabilities.
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Trump's biggest problem (besides risking getting American service members killed in large numbers) is that he can't tweet destroyed $20B energy hubs (which take years to build) back into existence once they get destroyed.
There are some things you can TACO, but these aren't it.
KKGB@INArteCarloDoss
Trump is scared shitless of a market collapse hence the TACO. Not sure this bears any weight on IR who still has many degrees of escalation ahead: - closing Beb El Mendeb - bombing the Suez Canal - finishing the destruction of US Military bases across the GCC - energy strikes
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We actually did this - replaced Salesforce with software we built in house.
It took two engineers about half their time for maybe a month to replace everything we used Salesforce for.
No “custom AWS architecture” lol.
Saved us like a quarter million dollars per year.
Kyle Gawley@kylegawley
Salesforce is finished I built my own CRM from scratch all it took was: • a team of 47 engineers • custom AWS infrastructure • 6 months of development costs $85,000/month to maintain but I'm saving $150/month per seat for my 3 sales reps
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@ChadMoran Self driving will be commoditized. Closer to 1500 a car then 15000. Tesla bulls are too dumb to understand economics and innovation because they only look for facts that support their bull thesis.
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Second mover advantage is a huge deal. All of the Tesla Uber Bulls who thinks they have a 19 year lead need to take a look at history. There is no moat.
Robert Scoble@Scobleizer
Just had a ride in the NVIDIA autonomous vehicle. I could argue that the Tesla is slightly smoother, but that is missing the point. The point I learned this week by hanging out with a bunch of different companies building autonomous vehicles is that AI at a variety of different companies is evolving so quickly that within 18 months you will see a bunch of different ones shipping and moving from level two (gotta pay attention) to level four (no human needed). Now the narrative will switch to one of scale. Uber went from an idea in a Paris snow storm to an international company driving people who live in slums in South Africa in four years. My expectation is that AVs will reach the slum in less time. Will it be a USA based company like Tesla? Or a Chinese company that reaches the slum (hence meaning it will reach at least 25% of humans on earth in between) first? We now will switch to one of convincing people AVs are a better way to get around than having humans drive. Regulation. Liability. Butts in seats. Experience. Price. And to all the engineers who worked in these things for 20 years: thank you. Your efforts will save millions of lives so my kids won’t have to go to more funerals when they are my age. Seven years ago @IrenaCronin and I wrote it is coming in our book. It took a while but it is finally here. Now the hard work of convincing every naysayer and hater is here.
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@megbasham Maverick was the last 10/10 movie I watched at the theaters.
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So clearly Project Hail Mary, which is being roundly applauded for old school wholesome entertainment, is going to be a massive hit.
Just like Maverick. And Hollywood will learn nothing from it.
Hans Fiene 🦬@HansFiene
Project Hail Mary was really great. Go see it.
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@ParrotCapital My margin was mostly shorting Carvana and Roblox 😂. I was trying to help them hedge against a drop. Fools.
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@RealMattCase They're modeling a worst-case scenario and don't like what they see as possible. Plan accordingly.
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Here are a few words of caution:
I did a major de-grossing in the portfolio last week.
We are still likely several weeks away from having all U.S. military assets in place for a naval and ground invasion of the Strait of Hormuz / Kharg Island.
The likely result of such an attack is that Tehran will blow up as much oil and gas infrastructure as possible in the Persian Gulf countries, sending the energy crisis to a whole new level of pain—one that can't easily be remedied.
Iran doesn't have to win here in an absolute sense, it just has to make everyone else lose so much that it pushes the world economy into a deep depression. If Tehran has more ballistic missiles, launchers, and drones than previously reported by intel sources, things could turn ugly very fast.
Just this week, Iran inflicted $20B worth of damage to a single facility (which cost $26B to build) with their missiles. If they can repeat that in the coming weeks against other vital energy hubs, the bottom will fall out of the market like a dropped knife.
I don't know who needs to hear this, but if you're heavily levered—especially if you're net long—you really should rethink your strategy until the worst of this is over.
Good luck to you all.
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@mattparlmer Destroying their middle East supply chain bought us some time.
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The “transition to cheap gravity bombs” was a lie, we’re burning standoff munitions that are needed to deter PRC at an alarming rate in a fight that has no plausible win condition
OSINTtechnical@Osinttechnical
One of the B-52s this morning climbing out of RAF Fairford:
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@JoshYoung @GavinNewsom He couldn't if he wanted to. Needs all the money he can get.
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Will @GavinNewsom follow along for California, or does he just want to blame other people while avoiding the necessary things in his purview.
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