MathG 🔋⚡️🚗

@lmkifiwin They proved that the clean athletes are not clean.

DO YOU UNDERSTAND WHAT JUST HAPPENED AT THE ENHANCED GAMES.. Peter Thiel and Donald Trump Jr. spent millions to create a steroid Olympics. They promised to "redefine human limits" and put up $25M in prize money. After 5 hours in Las Vegas, here’s the scoreboard: - 1 world record (not recognized by anyone) - Thor Björnsson failed his 515kg deadlift (managed only 475kg) - olympic sprinter Fred Kerley missed the 100m WR by 0.4s - without even taking drugs - the only "record" came from a Greek swimmer who finished 5th at Paris 2024. He wore a supersuit banned since 2009 and beat the clean record by just 0.07s the whole pitch was that drugs would shatter the limits of clean sport. instead they proved the gap between juiced and clean is now 7 hundredths of a second - in a suit banned 17 years ago. the only thing they actually proved was how good the clean athletes already are. You think the Enhanced Games exposed anything or just embarrassed themselves?

@tobi One unit sold!

I think this looks awesome

@SawyerMerritt It’s like their goal was to fail.

Ferrari has just officially unveiled its first ever all-electric car, called the Ferrari Luce. • Starting price: $640,000 • Interior co-designed with Apple's former head of design, Jony Ive • Range: 280 miles (expected EPA) • Peak charging speed: 350kW • 122 kWh battery • 1,050 horsepower • 0-60mph: 2.4s • 800v • Four-door four-seater • Four electric motors • OLED screens • Weight: 4,982 lbs • Front motors spin to 30,000 rpm, rears hit 25,500 rpm • Car uses an accelerometer to capture real vibrations from the electric motors & rear chassis. An algorithm filters out unpleasant frequencies and amplifies only the more “musical” sounds. This can be heard inside and outside the car. • Paddle shifter on steering wheel changes how aggressively torque is delivered, with five different levels • The trunk has 21.1 cubic feet of space, the largest luggage capacity the company has ever offered • 197.6 inches long, about as long as a Tesla Model S U.S. deliveries start in Q2 2027. More photos in the thread below:

@QuintenFrancois The global liquidity mix is not the same this cycle.

Remember when we all believed in the global liquidity correlation

@RealRusty @Tesla Turn off online routing in navigation

Wie Lang soll es eigentlich noch so bleiben, @Tesla? A45 ist schon länger wieder freigegeben, doch mein Tesla weigert sich noch immer die Autobahn als solche zu erkennen, selbst wenn man sich darauf befindet! 👀

I am the Senior Vice President of Late Night Strategy at CBS. I am the person who turned a comedian into a priest and charged advertisers to watch the congregation. I want to be precise about what I built. Not a comedy show. A permission structure. For eleven years, six million Americans tuned in every night to find out what they were allowed to believe by morning. We didn't sell jokes. We sold certainty. Certainty costs nothing to produce. People will pay anything for it. We charged $50 million a year and still lost money because it turns out permission is even cheaper than we thought. In 2014, we had a genuinely dangerous comedian. A man who once testified before Congress in character as a fictional conservative pundit and made the entire chamber look like they'd been pantsed on C-SPAN. His fake persona was the most brilliant satire on television. Layered. Ironic. Unpredictable. The character could say anything because nothing was real. The character was the art. The character was the comedian. We killed the character and put the real man on stage. The real man was a lecturer. Earnest. Thoughtful. Correct about everything. Correct is not funny. Correct is not dangerous. Correct is the absence of danger. We promoted the absence of danger and called it growth. His character could make a Senate committee squirm. The real him makes an audience nod. Nodding pays the same as squirming. Nodding is easier to produce. His final words on air were "We love doing this show for you, but what we really, really love is doing this show with you." The audience wept. I wrote that line. Not the words. The architecture that made those words feel true. For eleven years, the audience believed they were participants. They were not participants. They were the product. "With you" is what you say to a congregation. A comedian says "at you." We hadn't said "at you" since 2015. Our internal metric was called Affirm Rate. It measured the percentage of monologue segments that generated applause instead of laughter. I invented this metric. I also invented the bonus structure tied to it. In 2015, our Affirm Rate was 34%. By 2022, it was 94%. I received a raise every year. We are crushing it. At the things I made up. That's performance management. But I need to tell you about the real discovery. The one I put in a deck called "Content Strategy 2019-2024." The one that got me promoted. Agreement gets applause. I knew that early. But correction — telling the audience their vocabulary is slightly outdated, their outrage is aimed two degrees off-center, their feelings are valid but their phrasing needs work — correction gets them back tomorrow. Agreement is a transaction. Correction is a subscription. We converted a comedy show into a nightly software update for moral vocabulary. Churn was near zero. They couldn't afford to miss an episode. Missing an episode meant using last week's words in this week's meeting. That's social death. We monetized the fear of social death and called it entertainment. I want to be honest about something. The content was not bipartisan. We chose a side. But I need you to understand: we did not choose it because we believed in it. We chose it because that side's audience is more responsive to correction. They want to be updated. They want to be told their language is outdated. They experience correction as care. The other side does not respond to correction. They respond to provocation. Provocation is harder to monetize. You can't build a subscription on provocation because the audience doesn't come back to learn — they come back to fight. Fighting is unpredictable. Correction is scheduled. We optimized for the audience that wants to be told what to think. That audience leaned one direction. That's not ideology. That's market segmentation. The writers' room had a whiteboard. In 2015 it said "What's funny?" In 2018 it said "What should they feel?" By 2021 it said "What are they still saying wrong?" I watched that whiteboard evolve like a finch beak and I never intervened. The market was speaking. We listened. Listening to the market is the same as leading the audience. They can't tell the difference. A writer named Marcus raised his hand in 2019. "What if we just tried to make them laugh again?" I thanked him for his passion and scheduled a creative alignment conversation. He transferred to streaming development within the month. The Affirm Rate the week he left was 91%. Laughter would have brought it down. That's risk management. Here is what nobody will say out loud. I will say it because I am proud of it. We made our audience worse at politics. Not better. Worse. Every night for eleven years, we expressed their outrage for them. Professionally. With a band and good lighting. And because the outrage had been expressed — because a man in a suit had furrowed his brow with the precise calibrated degree of indignation — they didn't need to express it themselves. They watched. They clapped. They felt the catharsis of resistance without resisting anything. They went to bed having done nothing and feeling like they'd done something. That's the product. Not comedy. Not information. Catharsis. Catharsis is the enemy of action. A man who has screamed into a pillow does not then also scream in the street. We were the pillow. A $50 million pillow with a house band. If you feel the outrage has been expressed for you, you will not march. You will not organize. You will not call your representative. You will tune in tomorrow to feel it expressed again. That's retention. Our retention was extraordinary. I want to talk about the comedy-to-catechism pipeline because I think people underestimate what we achieved. Stage one: comedian makes jokes about the powerful. Audience laughs because the powerful are absurd. This is the Carlin model. The jester punches up. Everyone below feels relief. Stage two: comedian makes jokes about people who disagree with the audience. Audience laughs because disagreement is stupid. The jester has turned around. He's still on the stage but now he's facing the crowd with a pointer. Stage three: comedian stops making jokes. Comedian identifies incorrect beliefs and explains why they're dangerous. Audience does not laugh. Audience claps. The jester is gone. In his place: a hall monitor with a desk and a band. Stage four: audience watches not for entertainment but for certification. Having seen last night's episode means you know which words are current. Not having seen it means you might use yesterday's vocabulary in today's meeting. The show is no longer comedy. It is a credential. Watching it means you are educated. Not watching means you are the person being discussed. We made a show that you watch to prove you're not the kind of person who doesn't watch it. That's a closed loop. Closed loops don't need content. They need continuity. We provided continuity for $50 million a year. A comedian — whose entire historical function was to say things too dangerous for anyone else to say — became the person who decides which things are too dangerous for anyone to say. And the audience applauded. Every night. For 2,500 nights. Because being told what is forbidden feels exactly like being told what you already knew. Prohibition performed as validation. I put that in the deck too. Our audience was correct about everything. I know this because they applauded everything we said. The applause proved the correctness. The correctness justified the applause. We called this audience research. The methodology was peer-reviewed by the audience. They approved unanimously. Every night. The actually funny comedians left. They went to podcasts. To clubs. To rooms where the audience doesn't know what's coming and that uncertainty is the point. They took the laughter with them. We kept the applause. We called those spaces problematic. That's market differentiation. The problematic spaces are funnier. But funny is not our product. We lost $40 million a year. We didn't lose it because the show failed. We lost it because we spent $50 million producing what a podcast host in his garage gives away between mattress ads. The podcast is funnier. The podcast is more dangerous. The podcast has an audience that laughs instead of claps. But we had the Ed Sullivan Theater. We had 461 seats. We had a former Beatle play the farewell episode. Paul McCartney, Elvis Costello, Jon Batiste, and Louis Cato playing "Hello, Goodbye" like it was a benediction. I booked a Beatle for a funeral. The Beatles played that stage in 1964 and the audience screamed so loud you couldn't hear the music. Our audience didn't scream. They wept politely. That's the difference between entertainment and church. We ran a church. Jon Stewart showed up to the finale and did a bit where he pretended to deliver a corporate statement from Paramount about the cancellation. The audience laughed. It was the first time they laughed in a way I didn't recognize. Involuntary. Surprised. Dangerous. For ninety seconds, a comedian was in that building. Then it was over. John Oliver said "At some point, this may come for all of our shows" and then added "but Stephen, what's important to remember is that tonight, it is going to eat you." The audience laughed again. Involuntary again. Two moments of actual comedy in a three-hour farewell. Both of them about death. The finale drew 6.74 million viewers. Biggest weeknight audience in our history. More people came to the funeral than ever visited the patient. I know what they were mourning. Not comedy. The comedy died in 2016. Not the man. The man is fine. He's wealthy. What they mourned was the permission structure. Starting today, they have to decide what to believe on their own. They have to form an opinion without waiting for a man behind a desk to form it first and deliver it with a knowing look. Some of them haven't done that since 2015. The funeral wasn't for the show. It was for the certainty. He joked about the Peanuts theme music licensing cost on his last night. "Oh no! I hope this doesn't cost CBS any money!" The audience laughed. It was a joke about money. About the network losing money. The last joke was about money. Not about truth. Not about power. About a licensing fee for a cartoon piano riff. Eleven years and the final joke was about accounting. I think that's perfect. The show was always about accounting. We just dressed it up as conscience. The President of the United States — the man we spent eleven years explaining was dangerous to an audience that already believed he was dangerous — posted an AI-generated video of our host being thrown into a dumpster on the Late Show set. Then Trump danced to "YMCA" in the clip. Viewed more times in four hours than our farewell managed in a week. His production cost: zero. Ours: negative $50 million a year. We manufactured his relevance every night at 11:35 for eleven years and he never paid us a dime. We were his marketing department. He turned our funeral into content. His ROI was infinite. Ours required a write-off and a farewell concert. The Strike Force Five — Fallon, Kimmel, Meyers, Oliver — appeared in a segment about late-night losing "one middle-aged white man who makes jokes about the news." They were joking about their own obsolescence. All of them know. None of them will say it. The format is dead. The audience moved to phones. The phones don't have desks or bands. The phones have men in garages who are allowed to be wrong, allowed to be surprised, allowed to say something their audience hasn't already approved. That's comedy. We stopped doing that a decade ago. We did approval. Approval looks like comedy from a distance. Up close it's church. I do not feel guilt. Guilt would require me to believe I took something from them. I didn't take anything. They came to us. Every night. They chose the catechism over the comedy. They preferred correction over surprise. Certainty over danger. Instruction over laughter. They wanted to be told. Not challenged. Not shocked. Not made to laugh against their will at something they didn't see coming. They wanted to see it coming. They wanted to mouth along. That's not comedy. That's karaoke. We ran the most expensive karaoke bar in television history and the only miscalculation was charging a cover when the songs are free on every phone. We turned a jester into a priest. We turned an audience into a congregation. We turned laughter into obedience. We turned political engagement into passive consumption. We turned a comedy show into a permission structure and charged $50 million a year to tell people what they already believed in a voice slightly nicer than their own. They were so grateful they showed up to mourn us. 6.74 million of them. Weeping. For the certainty. Applause is more reliable than laughter. I proved it. The proof cost $450 million, one character, one comedian's capacity for danger, and one audience's willingness to act. The metric went up.

@Jason Quebec?!

America's goal should be to expand our Empire Be it immigration, acquisition or invitation, if you believe we have the best system then you should embrace expansion. If Cuba, Puerto Rico, Greenland, Greece, Venezuela, Quebec or The Dominican Republic want to join the Union let’s do it! Let’s get to 60 States in these United! Let’s be the most populous and prosperous country in the world.

@alojoh @MatthewDR @sparkpaul @jasonfenske13 @LucidMotors @elonmusk @Tesla Tesla is selling in China

Thanks to tariffs I may add. Tariffs, both in the U.S. and Europe, turned out to be a great gift to Tesla/Elon and is why you won’t hear any criticism from him about tariffs (contrary to before). Others in China have long caught up. I recommend visiting and trying out some of the top competitors’ products.

After just 11 months, @jasonfenske13 dumps his @LucidMotors that he bought to avoid supporting @elonmusk and @tesla. The truth is, all non-Tesla EVs in our market are essentially prototypes. Why not buy the safest, most American made brand on the market!

@alojoh EDS really is a disease.

After reviewing SpaceX's S1 filing we can definitively say that SpaceX's lifetime investment (Capex+R&D) in space technologies amounts to $20 billion to $25 billion. In other words, with the benefit of 2026/2027 technology, a follower should be able to replicate SpaceX's current launch capability, including Starship, for the same or less investment. Also, the many publicly available technical details and SpaceX design choices should meaningfully cut down trial/error cost of any follower.

@NickGibbsIAG I don’t understand how he can be so close to him yet so ignorant. I think it’s cognitive dissonance from being a major Uber shareholder holder.

Once again the man closest to Elon makes a fool of himself. Mr Uber doesn’t know that FSD works with sunglasses… 😎

@CorySwan @dotkrueger That is very smart. It used to be the Lloyds insuring everyone now they make money from their own threat instead of the Brits.

holy crap it's VERY real. just checked a few sources. Bitcoin is the payment rails for Iran's strait passage ensurance. wow.

@Acyn They don’t need him as a Republican, they can vote for Democrats if they like what he says.

Massie: I’m walking to an airplane to rejoin the most expensive congressional race in U.S. history. It’s turned into a referendum on whether Israel gets to buy seats in Congress. And what they found out is that my seat is really expensive. By the time this is over, they will probably have spent $20 million and come up short. I’ve never seen Great Britain, Australia, or even Germany play in our elections here in the United States. But Israel gets so much from the United States. It’s a one-sided relationship. They get us to be their proxies in wars they want against their enemies. They get our military assistance. They get our technology. They get our bombs. They get our tax dollars. And I think it’s a very one-sided relationship. At least with NATO, we pretend that they would come to our aid someday if we needed it—and even that’s a ruse.

@Jason Sell your shares, Uber was a transitional technology. It’s over. It had a good run. I was a fan.

Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss

@elonmusk Waste of time even thinking about it

Chris Nolan desecrated the Odyssey so that he would be eligible for an Academy Award …

@SawyerMerritt They need to fully scale for that otherwise their app would be unusable. Uber is useful in the meantime because it covers peak period without requiring them to have the fleet size needed to meet peak time demand.

In recent months, Uber and its executives have taken direct and indirect shots at its robotaxi partner Waymo, warning against autonomous vehicle operators trying to scale on their own while also criticizing Waymo's deployment strategy and technology, with one executive sharing a video on X of a "scary Waymo moment." Opinion: Waymo should really just stop relying on Uber and take rides from their own app. It would give Google more control. If the experience is good and the cost is right, people will have no issue downloading another app. businessinsider.com/uber-waymo-par…

@its_Lexieroy Equal opportunity

🚨TRUMP JUST CALLED TWO FEMALE REPORTERS “STUPID”… AGAIN In case anyone’s keeping count: Today alone, he called not one, but TWO female reporters “stupid” to their faces. This isn’t a one-off. He’s going to keep doing it. He’s going to start calling them far worse. Because nobody in that room — or in his own party — has the spine to stop him. When does the press corps finally push back? Do YOU think this is acceptable behavior from the President of the United States? YES or NO?

@marlene4719 They lost their shit about Hunter getting kick backs from Ukraine while Ukraine was getting billions from the USA.

Eric and Laura Trump are accompanying his father to China. Remember when maga lost their shit when Hunter Biden accompanied Joe Biden on a trip to China in 2022?

@FoodProfessor @NiagarathisWeek Call it light cream.

Would you buy milk with 6% fat content? Me neither... But it’s now available in some grocery stores. niagarathisweek.com/news/sealtest-… via @NiagaraThisWeek

@InTheAssembly Great researchers, bad traders.

Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points. And she has done it while collecting BILLIONS in management fees. A quick reminder of the highlight reel: – She predicted Tesla would hit $3,000 per share by 2025. It is currently $432. – She predicted Tesla revenue would hit $234 to $367 billion in 2025. The actual number came in under $100 billion. – She made Teladoc her single largest position around $80 per share. It trades at $7 today. – She loaded up on Zoom near $300. It trades at $110. – She dumped almost her entire Nvidia position in January 2023 around $20 per share. Nvidia is now at $220, which means she sold the single greatest stock of this generation right before it 10x’d. Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade. Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing. The people who win are the ones running the fund, not the ones holding it. This Friday, May 15, every fund managing over $100 million is legally required to disclose their Q1 2026 trades to the SEC. We will be breaking down EVERY major filing right here the moment they drop. Follow us with notifications before it’s too late. If you don’t follow us, you might regret it.

@EricLDaugh The Chinese are incredibly smart and politically savvy. This is the Art of War in display.

🚨 WOW! Several HUNDRED Chinese youth and a military band just gave President Trump a GRAND WELCOME as he arrived in Beijing 47 is LOVING IT, stopping to watch 🤣 China's VP, ambassador and foreign minister are there as well This is what TRUMP RESPECT looks like! 🇺🇸🇨🇳