Green Room Capital
925 posts


🚨 DONALD TRUMP JUST STUNNED THE WORLD
Suddenly, oil and gas tankers want to RUSH to the US to fill up on energy. Look at the Gulf of America!
It's almost like 47 had a plan this entire time 🔥
"Boats are sailing up, heading to OUR country, big, beautiful tankers — we're loading them up with oil, gas, and everything else!"
"It's a pretty beautiful thing to see."
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Here is what Cathie doesn't understand about $TSLA:
Even if Tesla achieves high-margin recurring revenue for its robo-taxi technology, everybody else will be there in a few years.
We are not looking at a winner-take-all market here.
Autonomy will be a perk to which you can subscribe in almost all cars, so it won't be the definitive advantage for $TSLA over other brands. So, the auto industry will remain competitive.
The same will happen with robots.
Optimus will be great, but companies like Figure and Unitree are also not that far behind.
This is the problem with $TSLA.
It doesn't have a core winner-take-all market unlike other tech giants such as Google, Meta, and Microsoft.
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@janhebein yeah, the earth isn't big enough to make this accurate. looks cool though, nice work.
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@SawyerMerritt I would love if they would announce some big Semi fleet deals being made as well.
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@HorrorGorl it is very daunting and disturbing to see how deep the corruption goes on every side.
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Green Room Capital retuiteado

Last year I eliminated our PTO policy.
I called it "unlimited."
The board loved it.
HR loved it.
Finance really loved it.
Let me explain why Finance loved it.
Under the old policy, employees accrued 18 days per year. Unused days carried over. When employees quit, we owed them money. Cash. For days they earned but didn't take.
That's a liability. On the books. $4.7 million in accrued PTO across 2,300 employees.
I made it disappear.
With one policy change.
"Unlimited PTO."
You can't accrue what's infinite. You can't owe what was never counted. The liability vanished. $4.7 million. Gone.
The CFO sent me a bottle of wine.
I told employees it was about "trust and flexibility."
It was about the balance sheet.
But "balance sheet optimization" doesn't fit on a careers page.
"Unlimited PTO" does.
We updated the job postings.
Applications increased 23%.
People love unlimited.
Until they try to use it.
Under the old policy, employees took an average of 17 days per year.
Under unlimited, they take 11.
That's not a bug.
That's the design.
When PTO is a number, people take the number. It's theirs. They earned it. Managers can't argue with a number.
When PTO is "unlimited," people take nothing.
Because unlimited comes with questions.
"Is this a good time?"
"Who's covering?"
"What will people think?"
The guilt does the enforcement.
I don't have to say no.
The culture says no.
I just built the culture.
We track time-off requests in Workday. I see everything.
A senior engineer requested two weeks in July.
His manager approved it.
Officially.
Then sent a Slack message.
"Totally fine. Just wanted to flag that the Erikson deliverable overlaps. Probably fine. Just flagging."
The engineer took four days.
Unlimited means whatever your anxiety allows.
For most people, that's less than before.
Some employees don't take any PTO.
We call them "high performers."
They get promoted.
Then they manage others.
They don't approve much PTO either.
The system self-replicates.
A recruiter asked how we "stay competitive."
I said, "Unlimited PTO."
She asked how much people actually take.
I said, "That's not tracked."
It is tracked.
I have a dashboard.
I don't share the dashboard.
We did an employee survey.
84% said they "appreciated the flexibility of unlimited PTO."
12% said they "wished they felt more comfortable taking time off."
We published the 84%.
The 12% went in a folder.
The folder is called "Noted."
I don't open that folder.
Someone in engineering asked if we could go back to accrued PTO.
I said, "That would limit your flexibility."
He said he wanted limits.
I said, "That's not aligned with our culture of trust."
He stopped asking.
Trust is a funny word.
I trust employees to feel too guilty to use their benefits.
They trust me to frame that guilt as freedom.
That's the deal.
I'm presenting at an HR conference next month.
The session is called "Unlimited PTO: Building a Culture of Ownership."
Ownership means employees own their guilt.
I own the savings.
The policy costs us nothing.
Because employees take nothing.
And call it a benefit.
I'll be VP of People by Q2.
Unlimited upside.
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@elonmusk @Nate_Esparza I’d love to see wide scale deals in California to hire the Boring company to put high-voltage powerlines underground. Wouldn’t it be a lot safer, easier to service and not create the huge eyesore on the landscapes.
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@Nate_Esparza And SpacxeX, Tesla snd Neuralink and boring company.
2026 will be something special.
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@elonmusk @farzyness Does this mean I should sell my TSLA stock now while money is still useful?
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@farzyness The robots and AI will build whatever house you want and high speed electric vehicles in tunnels and electric aircraft will transport you wherever you want, so you don’t have to be super close to things.
Iain Banks Culture books are a pretty good prediction of the future.
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If there's not need to save money, what will we use to decide who gets what piece of land?
Elon Musk@elonmusk
@RayDalio It is certainly a nice gesture of the Dells, but there will be no poverty in the future and so no need to save money. There will be universal high income.
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@thejefflutz @GordonJohnson19 probably not a possibility for anyone that's been dumb enough to take Gordon Johnson's advice unfortunately.
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Went to dentist today. Cleaning (w/ out insurance) and x-rays? $250. Need two fillings. Cost (w/ insurance)? $530 (insurance covers $469) - i.e., total cost >$1K. My insurance made a mistake, and I thought I was going to have to pay for cleaning. In the end I didn't; so, total cost for a cleaning and two fillings? $530 (w/ insurance). How do people afford this stuff?
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Green Room Capital retuiteado

@StealthQE4 I love my EV, I don’t think I’d ever go back to a gas car. Way better performance, less maintenance, & I can charge it home & don’t need to go to gas stations anymore. I’ve done a few road trips and it was no problem - At least in California there are a lot of chargers.
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@HolySmokas You’re almost too annoying to follow much more
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I will reveal the stock in 1 hour... Get ready‼️🫶🏼
Jeremy Lefebvre@HolySmokas
I spent $30,000 on a stock right now. Guess the ticker
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@sspencer_smb @DanBTC916 Tesla always does the opposite of what you're expecting, even when you're expecting the opposite.
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@DanBTC916 that is the most obvious thing that could happen yet most of the movement these days is tied to autonomy.
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If you can handle $TSLA in the upper $400s in Dec 2025, then the $300s in H1 2026, and $600+ in H2 2026, you are a real long term TSLA investor.
In late Dec 2025 or Jan 2026, prepare for a potential media driven false narrative on slow growth and earnings sharply falling.
If not, and Tesla scales Robotaxi quicker than expected, then Tesla will breakout of the 5 year consolidation sooner.
H1 2026 could be the most significant test of Tesla investor’s patience. Take advantage of opportunity if it comes and increase your total holdings of TSLA.
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