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Tesla - An Operating System for Humanity on Earth
SpaceX - An Operating System for Humanity in Space
Link to the YouTube video below...
Cern Basher@CernBasher
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Cern Basher
18.5K posts
Cern Basher
@CernBasher
Co-Founder & Chief Investment Officer at Brilliant Advice My posts here are not financial advice. Tesla referral link: https://t.co/R8qwa106W4
Austin, TX Katılım Mart 2011
685 Takip Edilen51.3K Takipçiler
Did someone just compare nominal Margin debt to real GDP?
Ouch.🤕
Hedgeye@Hedgeye
🚨 Margin debt as a percentage of real GDP soars over 5%
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No. I'm trying to point out to the "I want Tesla to 3 to 5x first" crowd, that they are not considering what SpaceX stock might also do. It's one-sided short-term thinking.
Also, I'm not saying that, "If Elon wants a merger, then we should vote for it no questions asked."
I'm saying that Elon is the one who will decide to when to pursue this or not. At that time it will be up to him to make the case for a merger, and then we will all get a chance to cast our vote.
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@CernBasher @BurtonBolo @Gfilche @TeslaBoomerMama @_SFTahoe @bradsferguson You point out that both sides are relying on assumptions, but then use this fact to decide that a merger is the best option? Inaction seems to be the conclusion if those are the premises. And you know that Elon wants to merge, so simply relying on his decision is disinegenuous.
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Setting merger date for 31-12-2027 works for @Gfilche and works for me too. If the ratio is determined around this date it should be fair enough for Tesla shareholders.
@TeslaBoomerMama @_SFTahoe @bradsferguson @CernBasher what do you think of this?
Gali@Gfilche
@shai_machnes @Tesla @SpaceX I like it
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Agreed.
The assumption is that Tesla is due for a stock re-rating and SpaceX won't continue to climb. What happens if SpaceX stock continues to outpace Tesla stock? Sure, you can make many solid points why Tesla will outperform SpaceX over the next few years, but there is no guarantee of that - SpaceX is not standing still!
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Jo's latest video on this topic is excellent. Watch it.
youtube.com/watch?v=4-lCBk…
YouTube
Jo Bhakdi@JOBhakdi
They think that Tesla is going up like crazy in the next 12 months and SpaceX wont, meaning a merger means stocks only go up a little instead of a lot. Short term (12-18month horizon) that is partially true imo (see latest video) but beyond 18 months it's likely not.
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@elonmusk @SawyerMerritt If this is how they think about things, what other massive mistakes are they making?!
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Delta claiming Amazon’s LEO offers the “fastest and most cost-effective technology available” is a wild statement considering it won’t even be available on Delta planes until 2028. They could’ve started offering Starlink - an already proven, operational technology - this year...
Sawyer Merritt@SawyerMerritt
Delta Airlines has responded to Elon Musk's post below with a statement: “The assertion in question is not accurate. Incorporating Delta Sync with Starlink would have been permitted under SpaceX's in-flight Wi-Fi agreement." Delta on why it chose Amazon's LEO: "This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next." The airline is targeting 2028 to start offering Leo in-flight Wi-Fi on about half of its fleet. The rest of the jets will continue to use Viasat and Hughesnet.
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This bullshit will not age well:
Delta on why it chose Amazon's LEO: "This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next."
Sawyer Merritt@SawyerMerritt
Delta Airlines has responded to Elon Musk's post below with a statement: “The assertion in question is not accurate. Incorporating Delta Sync with Starlink would have been permitted under SpaceX's in-flight Wi-Fi agreement." Delta on why it chose Amazon's LEO: "This agreement gives us the fastest and most cost-effective technology available to better connect the world today, and it deepens our work with a global leader that shares our ambition to build what’s next." The airline is targeting 2028 to start offering Leo in-flight Wi-Fi on about half of its fleet. The rest of the jets will continue to use Viasat and Hughesnet.
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Cern Basher retweetledi
It ISN'T Just $TSLA, the future is commonly late
The vast majority of $TSLA holders are WAY ahead and @cernbasher proves it.
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@CernBasher @adcock_brett @Figure_robot Figure is a private company.
Tesla is not.
Your job is to look at multiple companies for your clients.
My job is to pick 2-3 top winners, not to diversify.
no offense to to brett, but why should i give a rat's ass about a private company i can't invest in?
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Figure just live-streamed 8 hours of fully autonomous, unsupervised work
We just huddled internally - and guess what? We’re not stopping here
24/7 LIVESTREAM
GIF
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@TeslaPsych @adcock_brett @Figure_robot How many auto companies are there?
How many smartphone makers are there?
How many cloud computing companies are there?
I could go on...
There's ALWAYS room for more than one successful company.
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@TheHumanoidHub Human's make mistakes too. The question is: what's the mistake rate for a human vs. the robot?
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The robot is sorting and placing labels face-down at an impressive rate of ~23 packages/minute.
It does make mistakes every now and then.
Figure@Figure_robot
Watch a team of humanoid robots running a full 8-hr shift at human performance levels. This is fully autonomous running Helix-02 x.com/i/broadcasts/1…
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Over 70 Cybercabs in the outbound lot today, probably nothing.
Joe Tegtmeyer 🚀 🤠🛸😎@JoeTegtmeyer
Over 70 Cybercabs in the Giga Texas outbound lot today in three major areas & driving around! I think this is now the largest single gathering of Cybercabs I’ve observed! I’m also trying to gauge if the $59K @Cybertruck production is underway & although there are more in the outbound lot in several different locations, it is really hard to tell. Honestly, I would like to see a lot more coming out of the factory if we will begin seeing deliveries beginning next month, if that is still the plan, but for now the production rate still seems a bit modest. I know they are working hard to ramp up at the same time they are also trying to ramp up Cybercab production.
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@CernBasher "1 million deployed by 2020" - Musk
Guess he is just a little off.
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@TtotheB_ @bradsferguson That's right. It seems that some Tesla investors can't fathom the idea of SpaceX growing faster than Tesla over the next few years.
This doesn't mean that I think it will - just that there's some probability of it happening.
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@bradsferguson While potentially watching SpaceX market cap grow faster than Tesla’s along the way. Not to mention deferring the benefits of a formal merger.
GIF
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If a merger happens, I favor waiting a couple years so $TSLA shareholders can get a better deal than today.
Rebellionaire@Rebellionaire
A Tesla–SpaceX merger might make sense someday. But the sequence matters. If Tesla proves out Robotaxi, gets Optimus moving, and forces the market to finally price it like an autonomy/AI company, the merger math could look very different. New video 👇
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on my way to chick fil a in my cybertruck
Elon Musk@elonmusk
On my way to Beijing in Air Force One
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