Cyberdyne m.101

@alex_avoigt @xDaily We don’t need to mark it 🤡

@xDaily A permanent Mars base with 1 Million people will not happen. Mark my words.

NEWS: SpaceX’s board has approved Elon Musk’s new compensation package - 200 million super-voting shares if they hit a $7.5 trillion valuation and establish a permanent Mars colony with at least 1 million people - Another ~60 million shares if they operate data centers in space delivering 100 terawatts of compute (that’s the equivalent of 100,000 nuclear reactors) reuters.com/sustainability…

Elon Musk avait dit un truc qui m'avait marqué sur l'allocation de ressources. En substance : passé un certain niveau de richesse, l'argent n'est plus de la consommation, c'est de l'allocation de capital. Cette phrase change tout. L'économie, dans le fond, c'est juste un problème d'allocation. Tu as des ressources finies et des usages infinis. Qui décide où va quoi ? Imagine une cour de récré. 100 enfants, des paquets de cartes Pokémon distribués au hasard. Tu laisses faire. Très vite, un ordre émerge. Les bons joueurs accumulent les cartes rares, les collectionneurs trient, les négociateurs trouvent des deals. Personne n'a planifié. Et pourtant chaque carte finit dans les mains de celui qui en tire le plus de valeur. Le système maximise le bonheur total de la cour. C'est ça, la main invisible. Maintenant fais entrer la maîtresse. Elle trouve ça injuste. Léo a 50 cartes, Tom en a 3. Elle confisque, redistribue, impose l'égalité. Trois effets immédiats. Les bons joueurs arrêtent de jouer, à quoi bon. Les mauvais n'ont plus de raison de progresser, ils auront leur part. Les échanges s'effondrent. La cour est égale, et morte. Elle a maximisé l'égalité, elle a détruit le bonheur. Le problème de la maîtresse, c'est qu'elle ne peut pas avoir l'information que la cour avait collectivement. C'est le problème du calcul économique de Mises, formulé en 1920. L'URSS a essayé de le résoudre pendant 70 ans avec le Gosplan. Résultat : pénuries, queues, effondrement. Pas parce que les Soviétiques étaient bêtes, parce que le problème est mathématiquement insoluble en mode centralisé. Quand Musk a 200 milliards, il ne les consomme pas, il les alloue. SpaceX, Starlink, Neuralink, xAI. Chaque dollar est un pari sur le futur. Et lui a un track record. PayPal, Tesla, SpaceX. Il a démontré qu'il sait identifier des problèmes immenses et y allouer des ressources avec un rendement spectaculaire. L'État aussi a un track record. Hôpitaux qui s'effondrent, éducation qui décline, dette qui explose, services publics qui se dégradent malgré des budgets en hausse constante. Le marché identifie les bons allocateurs, la politique identifie les bons communicants. Le profit n'est pas une finalité, c'est un signal. Il dit : tu as alloué des ressources rares vers un usage que les gens valorisent suffisamment pour payer. Plus le profit est gros, plus la création de valeur est grande. Quand Starlink est rentable, ça veut dire que des millions de gens dans des zones rurales ont enfin internet. Quand un ministère est en déficit, ça veut dire qu'il consomme plus qu'il ne produit. L'un crée, l'autre détruit, et on appelle ça redistribution. Dans nos sociétés il y a deux catégories d'acteurs. Les entrepreneurs et les bureaucrates. L'entrepreneur prend un risque personnel pour identifier un problème, mobiliser des ressources, créer une solution. S'il se trompe il perd. S'il a raison, ses clients gagnent, ses employés gagnent, ses fournisseurs gagnent, l'État collecte des impôts. Il est la cellule de base du progrès humain. Le bureaucrate ne prend aucun risque personnel. Son salaire est garanti. Au mieux il maintient une rente existante. Au pire il la détruit par excès de réglementation, mauvaise allocation forcée, incitations perverses qui découragent ceux qui produisent. Mais dans aucun cas il ne crée. Regarde les 50 dernières années. iPhone, internet civil, SpaceX, Tesla, Google, Amazon, Stripe, mRNA, ChatGPT. Toutes des inventions privées, portées par des entrepreneurs, financées par du capital risque. Pas un seul ministère n'a inventé quoi que ce soit qui ait changé ta vie au quotidien. La France est devenue le laboratoire mondial de la dérive bureaucratique. 57% du PIB en dépenses publiques, record absolu. Une administration tentaculaire, une fiscalité qui pénalise la création de richesse. Résultat : décrochage face aux États-Unis, à l'Allemagne, à la Suisse. Fuite des cerveaux. Désindustrialisation. Dette qui explose. Et le pire c'est que la mauvaise allocation s'auto-renforce. Plus l'État prélève, moins les entrepreneurs créent. Moins ils créent, moins il y a de base fiscale. Plus l'État s'endette et taxe. Boucle de rétroaction négative parfaite. La maîtresse pense qu'elle aide, et chaque année la cour produit moins. Dans nos sociétés, ce sont les entrepreneurs, toujours, qui font avancer la civilisation. Les bureaucrates au mieux maintiennent une rente, au pire la détruisent. Aucune société n'a jamais progressé en taxant ses créateurs pour subventionner ses gestionnaires. La question n'est jamais qui a combien. C'est qui alloue le mieux la prochaine unité de ressource pour maximiser le futur de l'humanité. La réponse depuis 200 ans n'a jamais changé. Ce ne sont pas les fonctionnaires.

As a real Arab and Muslim I don’t get why the hell Europeans aren’t defending their own identity culture, & way of life. Why the hell are you letting some immigrants change everything? Why did you turn your countries into a garbage dump for every loser & terrorist from the Middle East? Now even we can’t come as tourists because of all the extremism and violence. Wake the fuck up and do something!

JUST IN: Dutch opposition warns the approved 36% unrealized gains tax will make the Netherlands “effectively uninvestable.”

Putting British people before non-British people ?! That's a far-right idea

@TeslaStars @stekkerauto @b4ud3r @d_kinimo @xDreamCoding @Wiredpilot @rand0mch4r4ct3r @AlfakevinE @Rueben1001 Very personal, so personal that he has to share it with the whole world!! 🌎 doesn’t surprise me if he’s a vegetarian …

@stekkerauto @b4ud3r @d_kinimo @xDreamCoding @Wiredpilot @rand0mch4r4ct3r @OleEMunch @AlfakevinE @Rueben1001 Investing is such a personal decision, you do you 😊 Congrats on the amazing ROI 🤩

After holding for well over half a decade – and accumulating through dollar-cost averaging over the years – I have sold the vast majority of my 6k $TSLA shares in recent weeks. I purchased my first few shares after Model 3 was presented, as its possible impact was (almost) obvious. I'm still bullish on the company long term, but in the short to medium term I’ve lost confidence in meaningful upside. Even if Robotaxis were to scale tomorrow, much of that success is already priced in, given the sky-high P/E ratio. The potential downside now seems much larger, as we are running on fumes. Producing and selling cars appears to have become an afterthought, as Elon has bet everything on autonomy – which may well prove to be the right call in the long run. But as of now, I see too many indicators that the Robotaxi software simply isn’t ready. I don’t want to see piles of Cybercabs sitting on Tesla lots while the share price evaporates into thin air – and management stays traditionally mum. Optimus has yet to prove it's for real, and competitive. I'm tired of empty promises and dangling carrots. Risk-adjusted, TSLA is way too hot for me now. We’ve been through variations of this before, but it didn't fazed me as much because the trajectory was clear and I believed Elon had shareholders’ backs. That trust, however, has taken a major beating over the past few years. Elon’s shenanigans – selling Tesla stock on the open market to buy Twitter, funneling money to xAI while granting Tesla only a tiny stake at a sky-high valuation – are just two examples. Then there’s the apparent desire to merge @SpaceX with Tesla, for reasons that are certainly good for Elon, but doubtful for Tesla shareholders. Elon’s utter lack of enthusiasm on the recent earnings call sealed the deal for me. Trust is hard to gain and easy to lose. And even though I can’t fully articulate it, I’ve lost confidence in Elon’s willingness to make Tesla shareholders whole. Honorable mention to the ever-bullish $TSLA accounts on X, whose opinions are based on pure fantasy, utterly unmoored from market realities. These guys have blood on their hands, misleading retail investors, and they know it. Any pushback gets the standard response, “ok sell your shares then!” Alright. I hope this is temporary and things work out in the end anyway. I still hold a few hundred Tesla shares and will continue to do so for nostalgic reasons – maybe things will work out after all. I’m still rooting for the team, and I might buy in again later. I still love the cars, even though the model range, too, could use some attention. I’ll also continue to hold a few hundred shares in a family portfolio I manage. This might turn out to be a stupid call of epic proportions right before a wide Robotaxi launch – akin to selling Apple before it went parabolic – but at my age I want to sleep without too much worry. Over recent months, Tesla has given me more worry than pleasure, so it’s time to reallocate. Holding Tesla was fun when it felt like we were a band of visionary pirate underdogs, with Elon as our lead cheerleader. But something has changed. @elonmusk has new toys, and maybe we’re now part of the establishment – and anyway, there’s no need to be married to a stock. For what it’s worth, it’s been an interesting ride. And anyway, isn’t it all about the friends we made along the way? 🐟🐠🐡🦈🐠🐟

The children from the Hadza tribe in Tanzania probably have the most difficult names to pronounce in the world. In addition to vowels and consonants, their unique language contains clicking and guttural sounds, which also have specific meanings.

@alojoh thats one helluva conveyorbelt

"Optimus will be 10x better and muuuch cheaper to manufacture" so I am being told countless times. And absolutely none of that is already priced in, right? x.com/CyberRobooo/st…

@Wiredpilot @alojoh @PolymarketMoney up to 50/50 valuation to whatever SpaceX is priced at

@OleEMunch @alojoh @PolymarketMoney 20-60 percent premium at what base price over the next two years?

SpaceX has tied Elon Musk’s pay to massive milestones, including a $7.5T valuation, a million-person Mars colony and space-based data centers. He gets paid only if SpaceX hits the targets but the structure also puts more pressure on the biggest question around Musk is how much attention $TSLA actually gets.

@alojoh @PolymarketMoney then buy TSLA on a potential acquisition price being 20-60% higher. A lowball bid will cause a legal, fiduciary, and practical nightmare and would be a massive waste of time for a man who has everything but time...

@PolymarketMoney TSLA will be gone soon. There is just no way around it.

😑

DOJ teasing Epstein files release like it’s a Frank Ocean album

Elon’s influence was monumental to OpenAI. The reality is there simply wouldn’t have been the AI world we have today. It is not perfect. But would have been orders of magnitude worse. This is the way of it.

Elon Musk’s trial against Sam Altman begins today Remember, an OpenAi whistleblower was murdered Tucker Carlson revealed that OpenAI whistleblower Suchir Balaji’s mother has crime scene photos that show blood all over the apartment, she has actual photo proof of this Photos that absolutely prove that California authorities are lying about his death being a suicide “There are 7 evidences that were very critical, which has not been picked up by the authorities — 7 photographers” “The first thing that jumps out, and it's very obvious from the photographs that you took, is that there's blood all over the apartment. The official explanation is your son shot himself once in the head and the bullet entered the brainstem and extinguished life immediately.” “But these photographs show that that's not at all what happened because there's blood all over the apartment. There's blood on the door, on the floor in the bathroom, there's blood everywhere. That right there, just employing common sense, tells you that the person from whom that blood came, your son presumably did not have a fatal brain injury, at least when he was bleeding.”

Has this silly little chancer not heard of chromosomes

Eric Weinstein: Tsunami of disruption is coming for the average person

@stekkerauto @DrDahl @b4ud3r @d_kinimo @xDreamCoding @Wiredpilot @rand0mch4r4ct3r @AlfakevinE @Rueben1001 Boooomer!!

I'll be buying some AAPL again, for old time's sake – them sitting out the AI capex is telling me something ....not quite sure what it is, but in the end, they will monetize it. But there's a house I might need to pay for soon, so

@Suboptimus42 @Chansoo @stekkerauto dick?

@Chansoo Coiled like a 90yo dick 😭

Tesla is coiled. About to rip $TSLA

unfollowing everyone on linkedin except this guy