Daniel Scott

@AndreaSJames I’d seen the great quote before but didn’t connect it was Reid who said it. So good.

This blew my mind a bit 🤯

$tsla one thing i really meditate on is the fact that 1 car sold today earns about $3k in operating income, whereas 1 robotaxi tomorrow will earn $30k operating income annually P/E is the wrong barometer / valuation method for tesla, that's why it is not strongly correlated with future price action P/E is an OUTPUT, not an INPUT in order to value tesla properly, you need to forecast its earnings 5-10 years out and then apply a discount rate IMO, tesla's discount rate is the main metric that experiences volatility & is a function of rate of improvement of FSD nevertheless, once the discount rate stabilizes & comes down over time as robotaxi fleet begins to scale, there will no doubt be a massive re-rating why? because the financial structure of tesla flips this will coincide with bots being sold in 2027 onward -- the likely pricing model is $40-50k / unit (or, more likely pricing model IMO is Robot-as-a-Service, ie $3k/month without the hassle of maintenance/depreciation) delays are fucking annoying (obviously) but you don't go and panic sell when we're in oversold territory; maybe you can be right timing the market and dodge a 5% further decline from here, but how do you make a decision to jump back in when the stock jumps 10% in two sessions? do you go all in, or do you think to yourself "ehh it'll drop back down and i'll buy it back lower" the time to play defense was 4 months ago when the 9/21 weekly EMA's were lost; not now when weekly RSI is <35 with a historic BXT LL streak.. just my 2 cents

@NimaZeighami @scottew With 70w USB-C charging to boot. You’d pay almost as much for an Apple charger that only has one port.

@scottew Okay, I love Anker as much as the next guy (maybe more) but a power strip with 10 ports for $70 isn't exactly groundbreaking technology, nor is it anywhere near "affordable". They're showcasing a cool design innovation in that product though, for sure.

I love Anker so much. They just decided "What if we cared about affordable chargers and cables more than anyone on the planet?" Nobody is on their level.

@MadMattInTheHat @stufflistings @Aeleas333 I say that somewhat sarcastically but mostly seriously. Some people just don’t care about thoughtful product design or safety engineering - utility is king - so buying off-brand is great for them.

@MadMattInTheHat @stufflistings @Aeleas333 If you don’t care about design or safety, totally - go buy a random Chinese brand and save some cash.

Gadget of the day. Anker made a power strip that clamps to your desk, has 10 charging ports, and is thinner than AirPods Pro 3. Costs $69.99. The Anker Nano Power Strip...

@MadMattInTheHat @stufflistings @Aeleas333 Are you going for the Hopow or the Vilong?

@wholemars But only happened once before in a year ending in 6. Super rare!

literally happens every year at the same time lol

Last year? The year before that?

@SukhTatla @SawyerMerritt @wholemars SpaceX IPO is a huge positive. No reason to bring Tesla into the fold just yet. That’ll take some time. Plenty of milestones on his new comp plan to hit in the meantime.

If you’re crying after a 20% pullback, you’re not going to make it. This is Tesla. We had a 50% pullback from $440 to $220 last year. I bought all the way from $300 down to $220. By the end of the year they were rolling out Robotaxis and it was at $480. I’ve seen pullbacks of 75% before. It doesn’t matter to me. I care about the price on the day I buy and the day I sell. The market cycles come and go like seasons. People scream like frightened children when the leaves fall off the trees, thinking they will never return year after year. Not realizing that a healthy pullback is part of the natural order of things, brings in new investors who have an opportunity to make money, and compensates employees for their hard work. I look at the business, not the stock price. What’s changed in the last 3 months since the all time highs? They’ve rolled out unsupervised Robotaxis, started production of Cybercab, and are the largest manufacturer of electric vehicles on Earth. The business has become more valuable, but it’s trading for less. Let the bears laugh. Let the bulls cry. I’ve heard this story too many times before, holding $TSLA from $4 to $400. And every time I let my Tesla drive me around I realize we are just getting started. This is going to be the most valuable company on Earth within a few years, and I do not have anywhere near as many shares as I want. Whether the stock tanks, 20%, 50%, 75% or 100% my strategy will remain the same. I will hold and buy until the day autonomous vehicles are more than 50% of vehicle miles traveled globally. I will hold and buy until the majority of new cars are electric. I will hold and buy until we have more grid batteries than natural gas power plants. You cowards were never meant to hold $TSLA. Look at you, unable to handle a 20% correction. Go sell your shares and buy an S&P 500 index fund. You’re embarrassing yourself trying to pretend you have the stomach to be a Tesla investor.

@stufflistings @Aeleas333 For a well-designed, reputable brand this is not crazy at all. If anything it’s a decent deal.

@Aeleas333 brands like sharge also charge more or less the same tbh. Even the 100W Ugreen one cost me more than this.

I have come to the conclusion that legacy automotive have completely destroyed the public perception of full self driving. Over and over again, my patients always tell me that they use full self driving in their GMC, Kia, in any other car that has driving assist. They truly believe that this is the same thing that Tesla has. I’m not sure how Tesla can combat this, but this is likely part of the reason that there has not been a significant take rate of FSD. I can make the correction by telling them, however unless they truly experienced it, nobody will know

You as a single person have more power today than a 20 person company of the past. That's insane. The internet gave you the ability to learn anything. Social media gave you the leverage to reach anyone. AI is giving you the ability to create almost anything. Please don't waste it

@CoachDanGo Mandarin 😆

Headed to China for a few days. Anything I should know before traveling there?

@yamato_takeru @tomtilmon @NASA ASJ went off the rails years ago. Tech progress isn’t automatic. You don’t do something for 50 years and it takes a lot of work to get that progress back. Not to mention too. The goal this time is a permanent moon base. Far harder than a week-long stay.

@pacificdaniel @tomtilmon @NASA x.com/AntonioSabatoJ…

Time to wake up! ...if you're going to the Moon. Our Artemis II crew started their second flight day with the sounds of John Legend's "Green Light" (feat. Andre 3000). "Sleepyhead" by Young and Sick roused the crew earlier today.

I like how people corrected you on your main point and instead of learning from it and graciously accepting that you were misinformed, you went to your next point, which is also woefully misinformed and dug in a little more 😆 Look up the weight of just the lander (no rover - that was left behind) compared to the weight of a fully loaded Saturn 5 and you’ll start to see why getting back home in 1/6th the gravity and no atmosphere is a far simpler affair.

How were the return spacecraft launched from the moon? Launches from Earth to the moon involved meticulous planning and launch pads. Although the moon's gravity is 1/6 that of Earth, considering the (horizontal) stability of the ground, etc., I think it would be difficult to accurately launch a "return spacecraft" over the moon's gravity in addition to a "lunar rover" from the lunar lander. Ignoring existing information from the Apollo program for a moment, please consider the equipment needed to accurately launch a "return spacecraft" from the lunar surface and bring it back to Earth. x.com/JackDangerLIVE…

“I’ll figure it out” has gotten me further than any plan I’ve ever made

@lottjj @amitisinvesting Got in around the same time. Good on you. They’re going to be huge. People have difficulty thinking in exponential terms.

@amitisinvesting I am in since $125B and will not be selling after lockup. Believe this will be the most valuable company.

SPACEX HAS OFFICIALLY FILED FOR AN IPO. SpaceX Revenue — $15B, targeting a $1.75T valuation $META Revenue — $200B, currently at a $1.45T valuation Are you buying the SpaceX IPO?

@ICommunityNote @tferriss That’s just not true. They sent out a handful to tech YouTubers and other influencers about two years ago but those aren’t the folks commenting here (at worst they’re a tiny minority). And they didn’t send that many.

@tferriss Just know the guys responding to you got theirs for free. Just take that into account.

Has anyone used Matic (robot vacuum)? If so, from 0-10 (no 7 allowed), how strongly would you recommend and why? Thanks! 🙏

@jessijingyicao @tferriss Is that supposed to be 10/10? 😆

@tferriss 0/10. Matic’s onboarding is a masterclass in consumer AI SaaS: one 3D scan in the app and it’s instantly ‘set and forget

@wholemars Same. $6.

I think I bought an invite on eBay 😂