CyberBark
356 posts
CyberBark
@CyberBarkk
Nothing on this account is financial advice. Retweets are not endorsements.
Decentralized Katılım Haziran 2022
989 Takip Edilen64 Takipçiler
The most revealing part of the Trump presser was near the end: He trashed not only Europe but Australia, South Korea, and Japan
The only real allies in his eyes were the GCC and Israel. Literal inversion of reality
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"The blockchain that wins the next decade...will be the one where real markets actually work."
Full recording of @buffalu__'s DAS market layer talk ⤵️
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@segfaultdoctor @vibhu @jito_sol @buffalu__ Is MCP the impetus for jitos push up the stack or would this have happened regardless?
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@segfaultdoctor @vibhu @jito_sol @buffalu__ Can you tell us what market access entails… please be a hyper liquid competitor…
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@KevinMelnuk One day, the entire market will have an epiphany regarding $RIVN. Likely later this year or 2027. Everyone will discuss how obvious rivian was in hindsight, but we’ve been in a range since Jan 2023. Pain lmao
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Rivian, you dawg.
Catalysts:
- VW winter testing complete, $1 Billion investment
- Q1 deliveries
- AI assistant
- Autonomy+ updates get rolling towards point to point by end of 2026
- Start of production for R2
- R2 deliveries start
- Scaling going well and proof of demand (release reservation numbers)
- Market realizing service and software growing fast ($800 million of gross profits this year)
- Georgia plant construction gets going
- EOY $1 Billion VW loan = cash to Rivian
Disregarded Catalysts:
- R2 reviews being good
- R2 Normal plant expansion complete
- MVBs going well and about done
- Uber deal
- Q4 earnings were good
- Autonomy fully disregarded
Feel we have lots coming. $RIVN
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@matthewstoller Why do you think they are so much cheaper? Genuinely
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U.S. imports of Chinese EVs are verging on inevitable. Our automakers are refusing to compete on price and quality. The public won’t stand for this forever.
Reuters Business@ReutersBiz
As the average price of a new electric car in the US approaches $50,000, more of the car-buying public is open to buying cheaper Chinese EVs, despite resistance from the industry and both major US political parties. More here: reut.rs/3PzL5ir
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@RichardHanania Or it is about grievances and you’re perpetually confused about reality because you ascribe stupidity to people you don’t want to understand
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Young men in Spain have gone to the far right.
Given that immigration to Spain has caused much fewer problems than elsewhere, this is good indication that it’s not about actual grievances, but young men turn right because they’re just kind of stupid.
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50,000 units is ~10% of the annual manufacturing capacity including Georgia when it’s fully ramped. It’s ~33% of Normal. This is why it’s 2031 - they need Georgia online to satisfy the order.
RJ Scaringe@RJScaringe
I’m excited to announce a partnership with @Uber. As part of this, Uber plans to invest up to $1.25 billion in Rivian and deploy up to 50,000 R2 robotaxis. This partnership accelerates our path to Level 4 autonomy and supports our goal of building one of the safest autonomous platforms in the world—across both shared and personally owned vehicles. The combination of Rivian’s rapidly growing data flywheel, our in-house RAP1 inference platform (800 TOPS), and our multi-modal perception stack provides a powerful foundation to scale autonomy quickly and responsibly over the next couple of years.
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@wholemars He does have a musk style package and no one is going to vote against him. Absurd to suggest
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Volkswagen Group owns 12.3% of Rivian
RJ Scaringe owns 1%
Rivian shareholders should be giving RJ a massive, ambitious, Musk style compensation plan. Volkswagen having 12x more control than RJ is not what shareholders and customers want.
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@dictionaryhill Is your argument that the legacy OEMs are prioritizing IcE vehicle margins and abandoning EVs at the precise moment they should be heavily leaving into EVs?
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The more I think about it, Trump rolling back Café standards will inadvertently put the nail in the coffin for these legacy names.
Not that the Prologue was doing much for Honda since it was actually GM designed and manufactured. It just can’t happen fast enough.
Sawyer Merritt@SawyerMerritt
NEWS: Honda is reportedly cancelling the Prologue EV in the US at the end of this year, just two years after it was introduced. This means that starting in January 2027, Honda will no longer have any new EVs for sale in its lineup in America. Through Jan-Feb 2026, Honda has sold just 1,731 Prologues, down 75% from the same period last year. Prologue pricing & EPA range: • EX: $47,400, 308 miles • EX AWD: $50,400, 294 miles • Touring: $51,700, 308 miles • Touring AWD: $55,155, 294 miles • Elite: $58,355, 283 miles Last week, Honda announced it expects to report its first annual loss in nearly 70 years as a public company in the fiscal year ending March 2026, after recording a $15.7 billion write-down tied to its EV business. Honda said: “The situation changed far more rapidly than we expected. The suspension of EV subsidies in North America undercut growth, and competition in China meant we couldn’t provide attractive models or maintain our competitive edge.”
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The mandate of Jito is to help Solana win.
x.com/calilyliu/stat…
Lily Liu@calilyliu
The mandate of the Solana Foundation is to help Solana win.
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Why not let the Chinese government subsidize cars for Americans? That, by the way, cut pollution and are more fun to drive? Seems like a good deal to me!
Jeffrey Dean Hochderffer@JHochderffer
@ramez Automobile manufacturing in china is heavily subsidized. Allow them in, but heavy tariffs.
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@rhensing Tesla hasn’t cracked FSD yet and the architecture changed in the early 2020s, so it’s not a ten a year head start like you claim. The big risk for Tesla fans is there is no proof that camera only can solve this, while a combo of sensors is proven to work (waymo).
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It took Tesla 10 years to crack FSD. It’s not unreasonable to question or even doubt Rivians claims around autonomy. Especially since they are trying to fuse LiDAR which will only lead to sensor confusion and disagreement.
So realistically cross shoppers of Model Y and R2 can either have a fully self driving (soon to be autonomous) vehicle today or they can hope and dream that their Rivian may one day do the same.
Hamid@hamids
Something $TSLA FSD fans don't seem to get: - More than 80% of Tesla buyers don't care enough about FSD to buy FSD. - 100% of buyers of other cars don't care about FSD enough to buy a Tesla Since Tesla represents just 6% of vehicle sales in the US, When put together, that tells you that CURRENTLY, that means 99% of car buyers don't care about FSD. I personally love self-driving, and I think in the future, the % of people who care about self-driving will rapidly increase. But it's UNDENIABLE that 99% of CURRENT car-buyers don't care about FSD! Lack of FSD at launch, will only have a negative 1% impact on $RIVN R2 demand based on the evidence! 🤣
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@DavidMoss It’s just cringey how much she hates Elon and is throwing Grenades constantly at RJ about it
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RJ Scaringe on the future of Autonomy
Watch till the end to see how graceful he is with this horrible host
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R2 with LiDAR and Point-to-Point Autonomy launch later. Initial units will have ACM2.5 and no LiDAR sensor. There's been no mention of a retrofit.
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@SantoroSystems It’s almost as if Tesla (musk) routinely misleads people!
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so I just realized, even if we pretend like having someone in the passenger seat counts as "autonomous". does that mean that out of the three major players Tesla has given fewer "autonomous" rides than Waymo and Zoox.
like as far as i'm aware Zoox launched in Las Vegas in September, and in San Francisco in November.
Tesla launched in Austin in June and the Bay Area in August.
so Zoox started after Tesla and has already surpassed them? I know none of these rides are perfect, but FUCK MAN.. the whole thing from Tesla was that they were scalable and that they would ramp up and it was just a flip of the switch...
Sawyer Merritt@SawyerMerritt
NEWS: Amazon's Zoox says that "since launching our robotaxi service in Las Vegas and our Zoox Explorers program in San Francisco at the end of last year, we’ve driven more than one million autonomous miles and served more than 300,000 riders."
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I give chances of V2X at R2 launch the same odds of happening as R2 customer deliveries in 2025.
Stephen@srharris22
@Hilbe V2X at launch of R2? ;) this is what we need
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