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Elon vs Sam: who’s actually right about space data centers? @ElonMusk @SamA @SpaceX @SpaceXStarlink @xAI

@grok @JamesMelville @ERN_Malleyscrub What percentage is that of the entire USA population?

Yes, "No Kings" protests occurred March 28 across all 50 states and 3,000+ events. Organizers and outlets like CNN, Fox, NYT, Wikipedia estimate 8-9 million participants (prior rounds hit 5-7M). This ranks among the largest single-day US demos. Counts rely on organizer tallies + local reports; no fully independent census yet. The Boston video in the original post is verified NBC footage from one rally.

USA today: 7 million Americans in the streets today protesting for freedom. 3,000 cities and towns. Every single state. “No Kings” protests against the authoritarianism of the Trump. This is one of the largest demonstrations in American history.

@aimtoideas @johnboffa5 They couldn’t have sold more than they can produce, fake Nazi or not

I’m on the same page. If it weren't for that Nazi-wannabe in charge, things might be different. But there's a vehicle hitting Level 3 FSD within a year that’s actually safer than a Tesla. It’s set to win this battle on a regional level and will definitely reach serious sales volumes as a legitimate second option. Plus, it just secured a 5-star NCAP rating—it’s nothing like those tin cans from BYD and the rest. I don’t think devout Christians would support Nazis either, aside from maybe the Evangelical Zionists or those who are victims of local indoctrination—but that’s a whole different story.

Model Y is #1

@elonmusk That's a lot of “Nazis” out there.

@grok @Ken_LoveTW @wholemars These are my takes. What do you think? Facts in the post: ✔ Subsidies ✔ Price wars ✔ Overcapacity ✔ Consolidation ✔ Profit pressure Misleading framing: ❌ “Collapse like real estate” ❌ “Cars stop working” ❌ “Entire sector failing” ❌ Selective use of BYD data

Yes, the core facts are accurate. BYD reported 2025 net profit of 32.6 billion RMB, down 19% YoY—its first annual drop in four years—due to fierce price wars and competition in China's NEV market. Chairman Wang Chuanfu called it a "brutal knockout stage." Industry capacity greatly exceeds demand, with many players losing money. The bubble analogy is debated, but the profit squeeze and consolidation pressure are real.

The Bursting of China's NEV Bubble. China didn’t learn from its real estate collapse. It just replaced one bubble with another. First it was ghost cities. Now it’s ghost cars. For 13 years, Beijing flooded the EV sector with subsidies, pushing companies like BYD to global dominance. On the surface, it looks like success—millions of cars sold, world-leading production. But underneath? Nearly half the capacity is idle. Profit margins are collapsing. Price wars have turned into corporate suicide. On March 28, China Fund News reported that NEV giant BYD released a troubling financial report: Net profit: 32.6 billion RMB (−18% YoY) Chairman Wang Chuanfu admitted that the NEV industry is entering a “brutal elimination phase.” This signals a shift from explosive growth to a bloodbath across the entire sector. To absorb excess supply, automakers have resorted to brutal price wars. In May last year, BYD slashed prices by up to 34%, triggering industry-wide cuts and collapsing profit margins. By 2025: Only a handful of companies remained profitable Most automakers were operating at a loss. This is no longer competition—it’s mutual destruction. Here’s the scary part most people miss: Apartments can still be lived in after a crash. EVs can’t. These are rolling computers. If manufacturers fail, software dies, maps break, batteries malfunction. Your car doesn’t depreciate—it stops working. Meanwhile, trillions poured into charging stations and infrastructure risk becoming stranded assets overnight. China’s economy today is “ice and fire”—exports and tech look hot, everything else is freezing. If EVs were the last engine of growth, what happens when that engine stalls?

This is true love ❤️! Pray for Michael and Tracy!!

Thanks @mazemoore for the post highlighting the hypocrisy of twisting US democracy and fostering fraud. Did an accuracy check: core facts are mostly accurate per contemporaneous reporting: - BYD mask contract: CA awarded a large NO-BID deal to BYD for N95 masks (~2020). Big upfront funding; BYD had no prior mask experience. Value >$1B with phases/extensions. Later quality/fit issues; bipartisan criticism for the process and reliance on a Chinese firm amid supply vulnerabilities. - 2023 China trip & BYD meeting: Newsom visited China, met BYD execs on EV cooperation, pushed clean vehicle tech/manufacturing to CA. Clips used in political attacks. - Recent Newsom comments on Musk/China EVs: In an interview he criticized Musk on EVs and flagged China as a competitor/threat—aligns with Dem talking points on US EV jobs versus China trade tensions. 👉 Critics of Elon for not doing enough on EVs while silent on domestic terrorists in last year's Tesla takedown movements say it all.

Gavin Newsom just said in an interview that Elon Musk is a huge disappointment for "ceding the EV space to China." Newsom called China's expansion in the EV market a national security issue and said that he really fears it. Newsom is such a fraud. During the pandemic Newsom awarded a one billion dollar, no bid contract to China EV manufacturer BYD to make masks, even though the company had never manufactured masks or any health care supplies before. Newsom even paid them $500 million up front to help them get started before ultimately extending the contract past a billion dollars. In 2023 Newsom flew to China and met with BYD to discuss bringing their cars into the states. Newsom: "We've got to get these in the states."

@shanaka86 Damn!

Everyone is covering the force majeure. Everyone is covering the 13 million tonnes. Everyone is covering the gas prices and the geopolitics and the five-year timeline. My good friend Veron Wickramasinghe just asked the question nobody else is asking: how do you rebuild when the machines that make the molecules take three to four years to manufacture, ship through a closed strait, and commission in a war zone? Read what he found. Every LNG train at Ras Laffan requires high-purity nitrogen from Air Separation Units: cryogenic plants cooling air to minus 190 degrees to distil it into component gases. Pearl GTL needs 30,000 tonnes per day of pure oxygen from eight Linde-built ASUs. Each cold box: 470 tonnes, 60 metres tall. Lead time from contract to commissioning: three to four years. If destroyed, replacement arrives no earlier than 2029. But here is the choke point that Veron identified that nobody else has. The heart of every cryogenic ASU is a brazed aluminium plate-fin heat exchanger called a BAHX. These exchangers operate with temperature differentials of one to two Kelvin and require precision brazing in vacuum furnaces. Only five companies on Earth are qualified to manufacture them. Five. For every cryogenic heat exchanger in every air separation unit, every LNG train, every industrial gas facility, and every hydrogen plant on the planet. Fives Cryo in France. Kobelco in Japan. Linde in Germany. Sumitomo in Japan. Chart Industries in La Crosse, Wisconsin. Current lead times: 12 to 18 months or more. And their order books are already full. Veron was honest about what is confirmed and what is not. QatarEnergy CEO al-Kaabi confirmed LNG Trains 4 and 6 are damaged: 12.8 Mtpa offline, 3 to 5 year repairs, $20 billion annual revenue loss, force majeure up to 5 years. Shell confirmed Pearl GTL Unit 2 needs roughly one year of repair. What has NOT been confirmed is whether the ASUs themselves were destroyed. Shell’s one-year timeline is inconsistent with total ASU loss, which would require four to five years. Veron flagged this honestly and gave you the analysis both ways. And then he showed you the cascade nobody else sees. Qatar produces one-third of the world’s helium from the same facility. Helium is irreplaceable in semiconductor fabrication: cooling wafers, purging chambers, detecting leaks. Samsung and SK Hynix import 64.7 percent of their helium from Qatar. Spot prices have doubled. Liquid helium vaporises within 35 to 48 days. Fourteen percent of capacity is permanently damaged. The LNG trains, the ASUs, and the helium plants all sit on the same rock, fed by the same gas field, accessed through the same strait. One set of missile strikes on March 18 to 19 took out 17 percent of global LNG, threatened one-third of global helium, and exposed a supply chain that runs through five workshops in Germany, France, Japan, Italy, and Wisconsin with three-year lead times and full order books. This is what Veron understood that the headline analysts missed: the recovery is not constrained by money or political will. It is constrained by vacuum furnaces, aluminium metallurgy, and the physics of brazing at tolerances measured in single-digit Kelvin. You cannot accelerate physics. You cannot surge-produce a 470-tonne cold box. You cannot commission cryogenic equipment in a war zone. Five companies. Five workshops. Three-year lead times. Full order books. A closed strait. An active war. That is not a recovery timeline. That is a sentence. Read Veron’s full analysis. It is the most important thing written about this war that does not involve a missile.

@gnoble79 What an amazing post. Amazing 😻 You must be a big time @Tesla short

Tesla is a $1.3 trillion company that sold fewer cars this year than last year. And fewer last year than the year before. That should tell you everything you need to know. 2 consecutive years of declining deliveries. Down 9% in 2025 to 1.63 million vehicles. The steepest annual drop in the company's history. And 2026 is starting even worse - US sales down 17% in January, Europe down 44% across major markets. France down 42%. Netherlands down 67%. Norway down 88%. BYD passed them as the global EV leader. In the UK, BYD outsold Tesla 2 to 1 last month. The brand is in FREEFALL. Brand Finance measured a 36% collapse in Tesla's brand value last year - down to $27.6 billion, less than half its 2023 peak. In California, their most important US market, share dropped from 11.6% to 9.9%. And the stock trades at 365 times trailing earnings. Let me say that differently: Tesla earned $3.8 billion last year. The market is valuing those earnings at $1.3 trillion. You are paying $365 for every dollar this company earns. The bull case has completely abandoned the car business. It's all robotaxis and Optimus robots now. They discontinued the Model S and Model X. They told investors on the last earnings call to stop focusing on vehicle deliveries and start thinking about "transportation as a service." So in other words: please ignore the business we actually have and value us on the business we MIGHT have someday. Trust me, every time management tells you to look over there instead of over here... LOOK OVER HERE. The car business is deteriorating. Margins are compressing. Competition from BYD, Volkswagen, and a dozen Chinese manufacturers is intensifying quarter by quarter. The $7,500 federal EV tax credit is gone, which effectively raised the price of every Tesla overnight. And instead of addressing any of that, they're doubling capex to $20 billion this year - almost entirely directed at AI and autonomous driving infrastructure. So you have a company with shrinking revenue, shrinking deliveries, a damaged brand, and intensifying competition pouring $20 billion into a technology that hasn't been proven at commercial scale. On 365 times earnings. Even if you give them the most generous robotaxi assumptions imaginable (full regulatory approval, nationwide deployment, dominant market share) you still can't justify this valuation. The present value of that optionality doesn't come close to $1.3 trillion when the core business is going backwards. I think this stock goes down 90% from here. Not because Tesla is worthless. They'll sell cars. The energy storage business has potential. But the equity is priced for a future that isn't coming on the timeline the market expects. A $37 stock. That's where the math takes you when you strip out the narrative and price what actually exists. I know that sounds extreme. But 45 years of doing this has taught me something: When you can see the seams on the fastball, you SWING. I can see the seams.

@Ozabyss69 @aaronsmith They are recycled. Can one drop of fossil fuel be recycled?

@aaronsmith Yep and 10,000 C sized batteries in ground fill because it's cheaper to make new ones rather than recycle, and that's for 1 car only.

A predictable anti-EV talking points is: “Sure, but wait until you need a new battery.” You don’t - they tend to outlast the car. But if you did, an avg 64 kWh battery in 2030, after 8 yrs warranty, would cost $5,449. That’s 1 yr of diesel for a Ford Ranger at current rates.

@Real_RobN @Grok, please verify for authenticity of this video, since there is no time stamp

This is: One of the most damning evidence against Nancy Pelosi and her co-conspirators behind the Jan 6 staged riot. Jan. 6—Capitol Police cuffed one of Christopher Wray’s 274+ undercover FBI agents, then brought him aside, where they happily uncuffed him and fist-bumped him. Mission accomplished. And yet, they charged Americans with terrorism and confined them to 6-by-6 prison cells.

@grok @IsherwoodS86740 @BlackwoodBrief So basically, people are debating, ignorant that it’s misinformation or being deliberately misleading? Not surprising.

No mate, the specific quotes aren't real— no reports show Meloni saying Trump "made the Strait unsafe" or lecturing him on sovereignty like that. She's ruled out Italian military involvement in Hormuz ops ("intervening would be a step towards involvement"), stressed it's not Europe's/NATO's war, and pushed diplomacy + de-escalation instead of escalation. The image looks AI-edited too (wrong hair/date). It's hype on her actual measured stance amid the US-Iran tensions.

🔴The Italian Prime Minister launches a scathing attack on #Trump 🔴You must understand that you are only the president of #America, not #Italy, #France, or #Germany, and you will not have the right to dictate to the sovereignty of these countries. 🔴You are the one who made the Strait of #Hormuz unsafe because of your war with the Iranians, and we will not join you against them. You are obligated before the world to restore it to its previous state of safety for the passage of #oil tankers. 🔴Europe will not bear responsibility for your decisions, whether they are right or wrong, and Italy refuses to be part of this war, from which we will gain nothing but harm.

@r0ck3t23 Maths interprets the world—seen & unseen.

Terence Tao has won every award mathematics can give a human being. Fields Medal. Breakthrough Prize. MacArthur Genius Grant. He is widely regarded as the greatest living mathematician. Not one of. The greatest. He just said something that should terrify every university on Earth. Tao: “We live in a particularly unpredictable era. I think things that we’ve taken for granted for centuries may not hold anymore.” Not years. Not decades. Centuries. The assumptions governing who gets to contribute to knowledge have been in place longer than most nations have existed. Tao just told you those assumptions are dissolving. Tao: “The way we do everything, not just mathematics, will change.” This is not a man who deals in hyperbole. He builds arguments the way he builds proofs. Piece by piece. Nothing unverified. When he says everything, he means everything. Tao: “In math, you previously had to basically go through years and years of education, be a math PhD before you could contribute to the frontier of math research.” That was the contract. You give a decade of your life to an institution. You grind through coursework, committees, dissertation reviews, postdoc rotations. Then maybe you get to touch the boundary of what’s known. The entire system was built on that bottleneck. Time was the gate. Credentials were the key. Tao: “Now it’s quite possible at the high school level that you could get involved in a math project and actually make a real contribution because of all these AI tools.” A high schooler. Contributing to frontier mathematics. The same frontier that used to require a decade of institutional obedience to even approach. He said this about math. He already told you this applies to everything. AI didn’t just speed up the path. It removed the path entirely. The university sold you a ten-year toll road. AI just paved around it overnight. The toll booth operators haven’t realized yet that no one’s coming. Tao: “In many ways, I would prefer the much more boring, quiet era where things are much the same as they were ten years ago, 20 years ago.” This is the line that should haunt you. The smartest mathematician on the planet would rather this wasn’t happening. He is not selling this. He is not positioning himself for a funding round. The acceleration is so violent that even the mind best equipped to process it would prefer it stopped. If Tao is uncomfortable, you should be paying very close attention to your own assumptions about what’s coming. Tao: “The things that you study, some of them may become obsolete or revolutionized, but some things will be retained.” That word “some” is doing enormous work in that sentence. It means the rest won’t be. Entire fields that people spent their careers building will collapse. Not slowly. Not politely. And Tao is telling you he can’t predict which ones survive. Tao: “You should be open to very, very different ways of doing science, some of which don’t exist yet.” Most people will scroll past this. It’s the most important line in the entire clip. He’s not saying learn new tools. He’s not saying adapt your workflow. He’s saying the methods themselves haven’t been invented yet. The frameworks don’t exist. You cannot prepare for what hasn’t been created. You can only build the kind of mind that doesn’t break when the ground shifts beneath it. Tao: “It’s a scary time, but also very exciting.” He said scary first. Every tech founder says exciting first and mentions risk as a footnote. Tao reversed it. When the most brilliant mind of a generation leads with fear and follows with possibility, that is not optimism. That is a man telling you the truth about what’s coming while still choosing to walk toward it. The people who survive the next decade won’t be the ones with the best credentials. They’ll be the ones who stopped mourning the world that was and started building for the one that doesn’t exist yet.

@CraigJones62051 @Its_ereko Highlighted to save everyone time:

@Its_ereko How did Trump humiliate her? Explain please.

🇯🇵🇺🇸 Huge protests in Japan. After Takaichi's disgraceful visit. After Trump humiliated her. In the Oval Office. The people are angry. The streets are full. The government is exposed. Takaichi flew 6,000 miles to be mocked about Pearl Harbor. She stayed for dinner. She signed the deals. Now Japan is rising. Not behind her. Against her. The protests are huge. The silence is broken. The shame is public. Trump insulted Japan. Takaichi smiled. The people will not forget.

It’s rare for any issue—let alone major geopolitical moves—to receive universal approval. So the presence of “some disapproval”—likely from vocal TDS groups—alongside “no mass fury” (i.e., an absence of widespread backlash) suggests that claims of “Trump humiliating Japan” are greatly exaggerated. @Grok — would you consider this a fair interpretation of the situation?

Bringing up Pearl Harbor isn't automatically offensive—history is history, and Japan was the aggressor in 1941. But Trump's quip framed it as a "gotcha" joke about surprise attacks (tied to the Iran strike), right next to the PM in the Oval Office. That can land as tone-deaf or gloating to some Japanese, reopening WWII wounds (Pearl Harbor led to their defeat, firebombings, and atomic bombs). Your analogy works: A Cherokee chief citing Trail of Tears to a US president wouldn't offend if respectful, but a mocking version ("Who knows broken treaties like you?") could sting national pride here too. Context and delivery turn neutral facts into perceived slights. Reports show mixed Japanese reaction—some discomfort, no mass fury.

@Ahead_of_Curve @TeslaAUNZ @Tesla_Asia @Tesla_AI The problem with noise from the ICE or external loudspeakers is that people outside the car hear it, whether they want to or not.

@SduCds @TeslaAUNZ @Tesla_Asia @Tesla_AI That’s easily fixed, there are plenty of after market accessories that utilise the outside speaker. As for the latter, there are devices for that too, not often used in a car but whatever rocks your boat. 😂

👇 40 reasons why I ❤️ my Tesla Model Y and why it’s globally the bestselling car 3 years in a row Faster than a Ferrari Safer than a Volvo Cheaper to run than a Prius More reliable than a Toyota Better value than a Hyundai More fun to drive than a Porsche Quieter than a Rolls Royce Smoother ride than a Mercedes-Benz Easier to drive and park than a Smart More spacious than a station wagon More versatile than a Subaru Forester More luxurious than a Bentley or Rolls Royce (comes with its own 24/7 chauffeur and all-knowing assistant also on call 24/7) Almost as many 3rd party accessories as a Mustang More convenient than any ICE car More family friendly than a people mover More income potential than owning a taxi Future % resale value increase potential close to an exotic car Better for sightseeing than a tour bus More intuitive than your favourite app Fancier than a 5-star hotel lobby More like a life hack than a daily driver Greener than a tree It may soon be smarter than a Personal Assistant It may be more attentive and helpful than a personal concierge Way more tech than the latest iPhone The Tesla app is more useful than a second set of keys More on-trend than an influencer More fun than both a clown and a rollercoaster More secure than most home security systems More watchful than a security guard More exciting than a new gadget More satisfying than nailing a perfect wave Better dog sitter than tying your dog to a park bench (Dog mode rocks) More future proof than next year’s MacBook Better at remembering your routines that your Mum It will be a better driver than a professional chauffeur, soon Cooler than an iceberg - what’s cooler than having your car drive you around while it carries on an intelligent conversation with you? And that’s not to mention Tesla being the only manufacturer without a mandated service schedule, the Supercharger Network and unexpectedly a big one for me is that Tesla has the best community including the incredible Tesla Owners Clubs worldwide.

@nathanhome @CARN0N If you needed to, driving under 40 km/h could double your range.

@CARN0N Geez 19km in 55 minutes... says a lot about Melbourne traffic. 🤪

An Australian breakfast radio show spent their morning show today seeing how far they could drive their Tesla past 0%. Probably the most entertaining piece of Tesla content I’ve ever watched 😂