Tavs

@alojohhardcore @sebbeoke @ShawnMWilfong Can't match this with the corridor tool which says we're way above the curve. Is it the last 30 days sentiment that should be adjusted to get something better reflecting this reality?

@alojohhardcore @NickFung_hk Interesting to hear your ultimate take.

@catalinmpit I’m still here. I thought I was alone.

I'll create a list of EU people that work in tech. If you want to be added, reply.

@MarioNawfal Why not post a link to the source? teslarati.com/tesla-india-fa…

🇮🇳 Tesla is walking away from India after years of stalled negotiations, and the government's broken promises are a big reason why. India offered tariff relief tied to a $500 million manufacturing commitment. When Tesla engaged, the goalposts kept moving. With existing plants at 60% capacity, the math stopped making sense. India gets to keep the showrooms selling imported Teslas, but the factory goes elsewhere. Source: Teslarati

@CMayeux Argh merde.

@TavsD It’s a fake…

An absolute mandatory read for any European.

@spatialinsider @gracia_vr How was this captured?

Gaussian splat videos are getting really good. The detail here, especially in the fabric and hair, is seriously impressive. Well done @gracia_vr Thanks for letting me check out the TestFlight on Apple Vision Pro.

Unquestionably the best ad I've seen in a decade.

@JOBhakdi Nothing material will happen until the unit economics are clear. WS cannot model this until they know those details, ie when this is shared in quarterly earnings.

We are moving quite rapidly into critical territory here. I said 1,800 Robotaxis are the forcing function that will lead to a repricing of $TSLA. What I meant with this is that this is the LATEST POINT where everyone has to come around to the fact that Tesla is going to take over most of terrestrial global transportation outside train tracks. But in this market environment (bullish) and attention level, the odds that the market WAITS until 1,800 are low-to-zero. As the great @CernBasher pointed out, this will likely be a question of extrapolation: at what point will the market extrapolate the trajectory? Once we hit 100 (at this pace, in a couple of weeks) and keep growing, that point could be very soon. This the time to WATCH what is happening like a hawk. Generational opportunities incoming.

@alojohhardcore Appreciate the honesty!

@alojohhardcore The ability to simulate possible change in sentiment/multiple, would be a killer addition to the Share Price Corridor tool, so it's easier to play with the idea of compression from 70x to for example 45-50x

@alojohhardcore Yeah good call, loaded up at 128. Feels pretty good!

@benjitaylor Hilarious

I like that people are taking this seriously when this was the inspiration

Everyone needs a good business card

@alojohhardcore Overall agree with this, but I'm surprised you get to ~800 level already in 12 months. Look forward to see your assumptions on CC and Optimus rollout

@alojohhardcore Look forward to your revised forecast based on these delays

@levelsio And more hotels in Japan. Sadly very limited selection there.

Hotelist.com can detect anything in any of the 60,000+ hotels in the world it has in its db now Even 🥮 Cinnamon Rolls 😋😋😋

@levelsio Very cool! I'd love to be able to specify custom filters, like rooftop bars, family rooms etc

@alojohhardcore Thanks for sharing. Very useful barometer

@alojohhardcore Good guideline! Thanks for sharing

@alojohhardcore This is completely standard practice when you're under oath in defensive depositions. CEO's and executives in these situations are literally coached to be precise but err on the side of evasion, to get to exactly this behavior. Depositions are adversarial by design.