Guessingpanda

5.4K posts

Guessingpanda

Guessingpanda

@guessingpanda

Bioengineer running a life science startup, fascinated by transformation. Energy, transportation, climate, space, health etc. Though, mostly here for Tesla tbh.

Beigetreten Ocak 2020
346 Folgt174 Follower
Guessingpanda
Guessingpanda@guessingpanda·
@JOBhakdi It’s fascinating how hard this is to grasp. In pharma you can literally have billion dollar startups with pre revenue. No one find that hard to understand. It’s just discounted future cash flows.
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Jo Bhakdi
Jo Bhakdi@JOBhakdi·
Tesla isn't currently growing as it's P/E suggests, because it has been working on the launch of 2 revenue streams (now 3) that are magnitudes larger than its current TAM: 1. Robotaxi 2. Humanoid Robots 3. Space AI (chips and solar). It's P/E reflects a venture bet on three future , currently non-existing cash flow streams that are each vastly larger than the entire auto-industry. The art of valuing Tesla is to predict the future of these cash flow streams on a quantified timeline and being right about that timeline.
Finance Jack@FinanceJack44

For the $TSLA bulls out there, can you please explain to me why it deserves to trade at 330x earnings? $PLTR I can understand at 226x because it is growing revenue 70% with margin expansion. Tesla has no revenue growth over the past 2 years... I'm genuinely listening here, bring your best stuff.

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Guessingpanda
Guessingpanda@guessingpanda·
@bryan_johnson I’m sorry but if you actually had plastic turf.. Double check there isn’t a stash of uranium in the basement
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Bryan Johnson
Bryan Johnson@bryan_johnson·
Guys, I’m an idiot. All this time I’ve spent trying not to die, I had toxic turf in my backyard. Artificial turf contains crumb rubber infill made from recycled tires, which leaches chemicals including PFAS, heavy metals, and polycyclic aromatic hydrocarbons. These compounds are linked to hormone disruption, carcinogenicity, and systemic inflammation. I don’t know how I missed it. It makes me question my basic competence in life. What gets me is that I try so hard to survey the world of potential idiocy. Then I find out there’s a monument to idiocy sitting right in front of my face that I was blind to. I’m removing the turf, yet I’m still stuck with this seemingly unsolvable problem of how to not be an idiot.
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Guessingpanda retweetet
Carl-Oskar Bohlin
Carl-Oskar Bohlin@CarlOskar·
Det här är naturligtvis vämjeligt. Detta är en typ av ”mångfald” Sverige inte har tillstymmelse till glädje av. Han borde helt enkelt inte känna sig välkommen och uppmuntrad att verka i Sverige. Det finns en uppsjö av andra länder i världen mer kalibrerade för denna typ av dyngspridning. Sverige ska inte vara och ska inte bli ytterligare ett av dem. Alla som motsätter sig vandelsprövning blir svaret skyldiga på vad detta påstås tillföra det svenska samhället. expressen.se/nyheter/sverig…
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
excited to visit sweden and norway this summer
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Ben Bowman 🏆🏆🏆
Ben Bowman 🏆🏆🏆@ben_bowman_·
Apparently Bergvall very decent when he came on for Sweden last night?
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Aja baja 👆
Aja baja 👆@DABoooomB·
SVT väljer alltså Carina Bergfeldt före landskamper i svensk TV🤦‍♀️så klagar de sedan på att folk har IPTV🤡 Sverige 💪 Booom🥳🥳🥳
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Guessingpanda
Guessingpanda@guessingpanda·
@BOSSportsGordo If there is like a zombie invasion or something I can leave a little bit faster.
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Gordo
Gordo@BOSSportsGordo·
Serious question for people who back into parking spaces - what’s the point?
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Musab Rashid
Musab Rashid@MusabRashid5·
@christer_gbg Jag fördömer muslimer som beter sig på det sättet som du beskriver. Islam förespråkar tålamod som svar på hån
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Guessingpanda
Guessingpanda@guessingpanda·
@TDN72 Mmm. Bara marginellt bättre än ”friends”.
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Thomas Danielsson
Vi kan inte ha en nationalarena som heter ”Strawberry”! Det är så pinsamt!
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Guessingpanda
Guessingpanda@guessingpanda·
@FredrikHjelm4 This feels like the case in many fields. If you are junior, get senior real fast.
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Fredrik Hjelm
Fredrik Hjelm@FredrikHjelm4·
Heard from senior law firm owner on AI: Hourly billing is dying. Junior review is dying. What survives: the senior brain that knows what question to ask and whether the output is actually worth anything The juniors on the fast track to partnership aren't working more hours. They're the ones treating AI like a tool they're genuinely responsible for Prompt quality is the new legal IP. Weird sentence to write but here we are Same dynamic happening outside law?
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Guessingpanda
Guessingpanda@guessingpanda·
@FarrantGian @wholemars Noticed that too. The way he says "different thing than next token prediction for like language models".
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Gian Farrant
Gian Farrant@FarrantGian·
@guessingpanda @wholemars Completely agree, it's like listening to some SoCal corporate change management consultant selling their latest unnecessary software... just all buzzwords with just enough specialization to fool most people most of the time
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Lol. This guy is such a bullshitter. "We fired them because we were running circles around them". Sure. You made an empty announcement to generate hype and raise money. Then you realized you had partnered with your competitor.
Mike Kalil@mikekalilmfg

Figure AI CEO on "Firing" OpenAI: "We just got like no value out of the whole relationship." Figure founder Brett Adcock brought a Figure 03 to Shawn Ryan's podcast, where he went into detail about the startup's early relationship with OpenAI that dissolved a year after it started. Adcock, who previously founded Archer Aviation, said the arrangement was useful for fundraising at first but not much else. "We just found that the team we had internally. We just ran like kind of circles around them like every day," he said. The breaking point came when he learned that OpenAI planned to restart its robotics program. That meant Figure's engineers would essentially be teaching a competitor. “We’re like teaching you how to do robot learning… you’re seeing our progress," he said. "There’s no way we’re going to teach you how to do this stuff anymore.” It was Adcock's first appearance for a podcaster who's not a Figure AI investor since the split. It was recorded around the time First Lady Melania Trump welcomed the $39 billion startup's third-generation robot, the Figure 03, at the White House for a summit on technology and education. Figure AI has developed its own vision-language-action model called Helix.

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Bernie Sanders
Bernie Sanders@BernieSanders·
Elon Musk, the wealthiest man alive, recently paid an effective tax rate of less than 3.3%. That is less than the average truck driver, nurse and teacher. YES, we must demand the wealthy and corporations pay their fair share. twitter.com/i/broadcasts/1…
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♔Ramirez♔
♔Ramirez♔@LooneyDegree594·
@guessingpanda @BestMovieMom Because he knew the war was lost and this would be his way out by assisting the allies and hopefully getting a pardon.
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Best Movie Moments 🍿
Best Movie Moments 🍿@BestMovieMom·
In Inglourious Basterds (2009), Tarantino told Brad Pitt to play “an American completely incapable of imitating another language.” Christoph Waltz said it was almost impossible not to laugh watching Pitt put so much effort into speaking Italian so badly.
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StarmerOut
StarmerOut@ForeverScept·
I'm not sure what i was expecting from inside a Tesla presumably all electric cars. Didnt think its just essentially AA batteries strapped together. Learn something new everyday.
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