Road to Xibalba

@BillAckman Defund Israel.

Maybe Israel doesn’t need our help.

@atrupar They don’t need 3 meals a day, they can have 1

Trump: "I don't think a beautiful baby girl that's 11 years old needs to have 30 dolls. I think they can have three dolls or four dolls ... they don't need to have 250 pencils. They can have five."

@HistoryMakerDJS @LeadingReport Pro Wrestling Analyst, YouTuber, OF Creator. This tracks.

@LeadingReport Another one bites the dust. Trump wins again.

BREAKING: President Trump says Canadian Prime Minister Mark Carney called him and wants to make a deal.

@SawyerMerritt @BogusThought Smells like a demand problem.

NEWS: Tesla is again offering free lifetime Supercharging for people who buy a new Foundation Series Cybertruck from inventory. Order must be placed on or after February 28, 2025. This offer can be combined with the up to $6k inventory discount and the $1k referral discount.

@vratanpara @garyblack00 LOL, that happened 3 years ago

@garyblack00 I hope Trump loses otherwise Elon will be so tangled up in politics he will forget he is CEO of Tesla.

For $TSLA to start moving higher after 3 years of underperformance (TSLA -24% vs NDX +32%), the negative earnings trajectory of the past few years has to reverse (FY’24 Adj EPS -49% over past 12 months, FY’25 Adj EPS -47%, FY’28 Adj EPS -40%). WS’s focus in this week’s earnings report will be whether auto gross margins ex-reg credits have bottomed. We don’t see this happening (our 3Q est 14.5% vs WS 14.8% and vs 2Q actual 14.6%). Weighing on TSLA auto gross margins are 0.99% int rates on TSLA auto loans globally and negative Cybertruck margins, which at 13,500 est delivs in 3Q remain sub-scale.

@garyblack00 Correction… You’ve been calling for cuts since end of Summer 2022.

I am in the camp that the Fed will start cutting int rates in early 2024. The Oct PCE inflator due Thurs (YoY +3.0%E), Core YoY +3.5%E) is falling much quicker than most expected. And actual inflation #s are way overstated with the Shelter component (30% weight) overstated by 8pp since actual rents are declining at -1.2% YoY vs PCE shelter increasing at +6.7% YoY, so adding +2.4pp of inflation that is largely due to the lagged shelter metric being used. I believe the Fed will start cutting rates as soon as GDP growth drops to 1%, which could happen as soon as 1Q 2024. That favors long duration growth stocks with strong balance sheets that could withstand a recession ( $TSLA $UBER $CELH).

@freshjiva @elonmusk $8

i've been saying this since day 1 of the twitter purchase: ditch the advertising model entirely @elonmusk! make this app $2.99/mo (lower for developing countries) to use all the features of X, but free to read & like. this app is worth that nominal fee. i bet you'll get 500m subs in under a year.

@securelabsai @cwhowell123 @DanBrownUSA @GaryMarcus It’s not great with factual information either. For example, music theory - even when prompted and corrected repeatedly.

@cwhowell123 @DanBrownUSA @GaryMarcus LLMs are never going to be great where things are arbitrary and different conclusions could be argued by different experts, they are fantastic where the answers are more absolute and there is less ambiguity

TODAY I LEARNED YOU CAN BUY RIGHTS TO FUTURE REVENUE OF GOVERNMENT PARKING METERS AND UAE OWNS ALL THE PARKING METERS IN CHICAGO UAE BOUGHT BOUGHT 36000 PARKING METERS IN CHICAGO FOR 1.1 BILLION UAE HAS MADE $1.6 BILLION AND STILL OWNS THE PARKING METERS FOR 61 MORE YEARS

@SmokeAwayyy To play Pong? Nah.

Would you get a Neuralink after 1,000,000 people have one?

@WorldSpills @ScottPolhamus @ValueAnalyst1 intel.com/content/www/us…

@ScottPolhamus @ValueAnalyst1 TSMC manufacture the majority of the world semiconductors. Same thing with Intel and other. Nobody own their own fabs

$NVDA P/E 200x $TSLA P/E 50x Tesla is the real AI leader

Fox News' homepage really twisting the knife on Elon Musk right now. The homepage even has a "Breaking News" alert pop-up dunking on Twitter's failure.

@wholemars DeSantis overhang

May 23, 2024 Tesla Full Self-Driving Beta released in North America $TSLA shares down 2.14% on the day

@0xfoobar Only relevant for Ledger Recovery service. Don’t use it if you’re not comfortable. Stamp it on Titanium and store it at multiple physical locations if that suits your needs.

@Loganullyott The problem here is declining numbers of American students entering higher education, math and science literacy of that same population, etc. Bolstering that pipeline needs to be prioritized.

The US admits about 200,000 international students from India every year. 4 years later, they graduate into a free-for-all fight for green cards. Fewer than 3% will stay long term. The student visa-to-green-card pipeline is broken, and it hurts everyone. Quick math:

@_Lost_letters_ Alejandro is awesome. Also, Google Unstable Diffusion.

Why am I mostly only seeing pretty and eye pleasuring AI art in my feed? Where have all the ugly, grotesque, odd and physics defying images gone to, twitter? I miss seeing them ☹️

@frantzfries Sentience or Go Home

People are missing the boat with autonomous agents by trying to hack together AGI. Find one API you can reliably interact with (say Google Ads) and release a fine-tuned solution that runs a Google Ads account. That’s a massive business and a real use case. Be practical.

@coloradotravis Good take. I still find there's too much hallucination going on to trust anything it generates but that will eventually be addressed. BTW, up your alley... twitter.com/curiousBen101/…

"If you think technology will solve your problems, you don’t understand technology — and you don’t understand your problems." Laurie Anderson, 2020

@williamlegate @real_sag_astar nytimes.com/2023/03/26/tec…

@real_sag_astar I didn’t state a specific number, just that the $13 billion in debt Elon straddled the company with is clearly significantly more than the company’s current fair market value.