@ryanl_hass There isn’t a single democrat that can command the respect given Trump on the world stage. With Biden we were a third world country in stature.
1/ Watching the opening statements by Trump and Xi just a moment ago was a reminder of their contrasts. Xi was scripted, focused on principles, had a binder of talking points in front of him, and expressed hope for stabilization and development of relations...(🧵).
@novindu@elonmusk That’s a fair point about incentives, but system-wide impact matters too power concentration and worker protections still need consideration.
@SawyerMerritt@wholemars@Tesla Not sure why not a single question on the semi. Seems to me if they can get some volume out the door it changes rev. and the profit picture.
There are a few new pieces of info from @Tesla in the last 24 hours that I think are worth highlighting:
1) Tesla ended last quarter with the highest Q1 order backlog in over two years.
2) Tesla now has 456,000 active monthly FSD subscribers, generating over $45M/month in revenue.
3) Tesla's fleet is now driving an average of 28.8 million miles per day on FSD, up 100% from just 3 months ago.
4) Tesla is increasing Model Y production at Giga Berlin by 20% starting in July, and hiring 1,000 new employees.
5) Tesla has entered into an agreement to acquire an AI hardware company for up to $2B, of which ~$1.8B is subject to certain service conditions and/or performance milestones dependent on the successful deployment of the company's tech. Tesla didn't say in its 10-Q filing which company this is.
6) Tesla is going to nearly double its GPU training capacity in Q2 2026.
7) The Cybercab will not be subject to the annual 2,500 autonomous vehicle cap.
8) FSD V15 will work on AI4
How dare the people who elected me and for whom I work criticize me! I’m the Philly mayor dammit and I’ll use the power of my office to take your money by taxing your Uber rides whenever I want!
Respect my authority! Or else!
Quick update on the GLP-1s:
Doctor told me yesterday to get off it, BMI (19.2) too low.
Was always on the lowest dose of Zepbound, so will cut that in half (0.5 x 2.5mg) and space out (7 -> 10 -> 14 days) and then see how it goes.
See, I am listening (sometimes, lol). ❤️
@najam_ali Because every dollar we let Iran collect will foster their main goal which is to erase Israel and wreak havoc in the Middle East. All while building up their arsenal of weapons until their final goal of nuclear weapons. These are bad people that must be erased.
I am genuinely struggling to understand this logic.
If the rest of the world is willing to pay a small toll to Iran to keep oil flowing and stabilise markets, then why does the U.S. feel the need to block all shipping, especially when it is not dependent on that oil?
PBS anchor Geoff Bennett asks David Brooks about Trump posting video of an illegal immigrant killing a woman (although he didn't mention the illegal immigrant part), "He used this video to attack former President Biden, Democrats, federal judges. A sitting president posting footage of a murder as political content, is there no line left?"
Brooks replied "Apparently not. Apparently not. You know, I think he is spiraling out of control. And I say that in part, and a little psychologically, narcissists tend to disinhibit as they age. And so they get—they just get more of themselves, which is not a good thing...And John Adams said, if we get a leader like that, he will run through our Congress—our Constitution the way a whale goes through a net. And so they completely understood. And their worst nightmare is now happening."
(1/2)
@BrentHBaker@tomfriedman@nytimes@smerconish His response is proof we have not progressed from the ape in thought for most. He equates Trump with rabid religious blood thirsty mass murderers. If they perform an autopsy on his brain they will find it infested with TDS in the cerebral cortex.
Don’t want Iran to lose if it means Trump wins. @TomFriedman of @NYTimes really wants “to see Iran defeated militarily because this regime is a terrible regime for its people and the region,” but on CNN’s @Smerconish he fretted “the problem is I really don’t want to see Bibi Netanyahu or Donald Trump politically strengthened by this war because they are too awful human beings. They are both engaged in anti-democratic projects in their own countries. They’re both alleged crooks. They are terrible, terrible people doing terrible things to America’s standing in the world and Israel’s standing in the world.”
@DefiantLs As a former inner city school teacher in an exclusively black neighborhood explain to me the reason black students eat nothing but junk food and throw the vegetables at the poor lunch ladies every day.
Jamaal Bowman: "The reason why heart disease and cancer and obesity and diabetes are bigger in the black community is because of the stress we carry from having to deal with being called the N-word directly or indirectly every day."
When will @CNBC send Kernan to Fox News, where he clearly wants to be. A lot of us watch CNBC to escape partisan hackery. Watching @PeteButtigieg detonate him with simple math right now is satisfying, but also shouldn't be necessary in order to get the news of the day.
Can someone please explain to me like I’m an eight pound, six ounce, newborn infant baby, don't even know a word yet, just a little infant, so cuddly, but still omnipotent as to why $tsla is crashing after yesterday's rally?
This is how it may play out between @SpaceX and @tesla. The vote comes up for Tesla shareholders to have a 1-1 share acquisition merger at current market caps and here is how it will pay out. Elon will say, I'll just leave tesla and work at spacex if you do not approve this shitty offer. Take it or leave it because if you dont vote yes now, your shares will go to sub 100. Well he will not say this, but thats the reality.
We take the vote and its approved. Now we are looped into spacex and have to deal with another 5 years or more of the market trying to figure out how to properly value this company at 300 pe
Holy toldeo! The liberal for WI Supreme Court exceeded Harris 2024 by 21 points. Largest liberal win in an open seat in 30+ years.
GA-14, the Dem, exceeded Harris by 25 pts. Largest Dem special overperformance since AL 2017 Sen.
All suggests an easy Dem win in the House.
Intel is proud to join the Terafab project with @SpaceX, @xAI, and @Tesla to help refactor silicon fab technology.
Our ability to design, fabricate, and package ultra-high-performance chips at scale will help accelerate Terafab’s aim to produce 1 TW/year of compute to power future advances in AI and robotics.
It was fun hosting @elonmusk at Intel this past weekend!
@TeslaBoomerMama@TeslaLarry@WR4NYGov Why on God’s green earth would any Tesla shareholder entertain the idea of a Space X merger or any other deal. Elon told us Optimus will be the greatest product ever. It makes no sense to give anyone a piece of that action until will have several years of sales of our robots.
My thoughts on the difficulties rallying institutional support for a potential SpaceX acquisition of Tesla.
And why a premium is a MUST.
Hello, @TeslaLarry (love you, but on this one we so disagree).
Also tagging @WR4NYGov
The persistence of the cult of Tesla stockholders is odd. Over the past 5 years, Tesla is up 63%. The S&P 500 is also up 63%, but its total return is 71% with dividends. So Tesla has underperformed the market as a whole, with a lot more volatility. Why the unblinking faith?