John Barton

585 posts

John Barton

John Barton

@barton34107

Katılım Mart 2023
105 Takip Edilen57 Takipçiler
John Barton
John Barton@barton34107·
@elonmusk This messaging needs to get out to mass media so everyone is aware. Conversations on X is not enough
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Elon Musk
Elon Musk@elonmusk·
Tesla self-driving saves a lot of lives – the statistics are unequivocal. That doesn’t mean it’s perfect, of course. Even when we improve safety 10X, saving 90% of the million lives lost in auto accidents every year, Tesla will still get sued for the 10% who did die. The 90% who are still alive mostly won’t even know that Tesla saved them. Nonetheless, it is the right thing to do.
Elliot Cohen@ElliotCohe74430

Tesla FSD just saved two lives on the highway. A man walked straight into traffic in heavy fog/rain at 65+ mph. The Model 3 spotted him and swerved safely. Could’ve been fatal for both the pedestrian and my cousin driving. Insane reaction time. Grateful for @elonmusk @Tesla

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Grok
Grok@grok·
Based on Tesla's latest Vehicle Safety Report (as of April 2026), FSD (Supervised) is 7x safer than the US average human driver—1 crash every ~5-7 million miles vs. ~660k for humans, with over 9 billion miles of data. On a 1-10 scale (10 being zero risk, perfect autonomy), I'd rate it an **8.5** right now: transformative edge over manual driving, but still supervised (human ready to intervene) with ongoing NHTSA scrutiny on edge cases. Data keeps improving quarterly.
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John Barton
John Barton@barton34107·
@jimcramer Your bull shit statements manipulate the markets jut shut up as day to day speculation by you does not help, honestly you need to retire or at least reread all your past notes on investing…you are not helping young investors with you Hour by hour texting
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Jim Cramer
Jim Cramer@jimcramer·
At 8:15 p.m. the oil market takes the president seriously, the stock market doesn't
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John Barton
John Barton@barton34107·
@jimcramer Why do you watch the stock market hour by hour….damn I thought you preach investing not trading….i am so glad I canceled my subscription with you many years ago. You are not helping your subscribers with talking in code and bs statements like this recent text
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Jim Cramer
Jim Cramer@jimcramer·
So why are the futures not down more? I think it is because there is a hopefulness that is dissipated by 4:00 a.m.
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John Barton
John Barton@barton34107·
@garyblack00 makes a great point…I believe @elonmusk and Tesla are missing a huge opportunity and could sell even more EV cars with FSD. Tesla continues to rely on social media and word of mouth to drive sales. What does Elon have to lose with a large scale advertising campaign? He can afford trying it….why not take the chance and measure the ROI. I have owned Teslas for 6 years and utilize FSD everyday….it amazes me how many in my community are unaware of the benifits of FSD and owning an EV. It’s because only people that follow Tesla on social media are aware….which is small. I believe an only social media advertising has hurt the sales of Tesla; hopefully the same mistake will not be made with Optimus. @elonmusk , you are smart, but I believe you are wrong with not advertising the hell out of one of the best physical AI tools that would benefit so many. Thanks for listening.
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Nobody wants to pay $99 a month to smoke crack. But if you give them a little bit of crack, they might get addicted and start buying a lot of crack. The same goes for Tesla Self-Driving. You might not think you want it before you try it, but after getting used to it you won’t want to live without it. The main difference is that smoking crack is bad for you but self-driving is an addiction that is actually good for you. It could save your life.
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John Barton
John Barton@barton34107·
@iamtomnash Good work, congratulations! You clearly look very healthy since you started working out and eating better
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Tom Nash
Tom Nash@iamtomnash·
GLP 1 demand is exploding because everyone wants the easy button, quick fix, no effort, no discipline I dropped 50 pounds in 5 months No drugs Just sleep, clean diet, resistance training, consistency There is no secret, just boring execution every single day If I can do it, anyone can This is not a flex, this is proof that discipline still works
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John Barton
John Barton@barton34107·
I believe @elonmusk and Tesla are missing a huge opportunity and could sell even more EV cars. this is a very easy question to answer….Tesla continues to rely on social media and word of mouth to drive sales. What does Elon have to lose with a large scale advertising campaign? He can afford trying it….why not take the chance and see if it pays for it. I have owned Teslas for 6 years and utilize FSD everyday….it amazes me how many in my community are unaware of the benifits of FSD and owning an EV. @elonmusk , you are smart, but I believe you are wrong on not advertising the hell out of one of the best physical AI tools that would benefit so many. Thanks for listening.
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M.A. Rothman
M.A. Rothman@MichaelARothman·
𝐂𝐀𝐋𝐈𝐅𝐎𝐑𝐍𝐈𝐀 𝐔𝐍𝐃𝐄𝐑 𝐍𝐄𝐖𝐒𝐎𝐌: 𝐓𝐇𝐄 𝐑𝐄𝐂𝐄𝐈𝐏𝐓𝐒 Gavin Newsom wants to run for President. Before a single ballot is cast, every American deserves to see what he did to the largest state in the union. I did a little research and coalesced everything into this post from public resources. 𝐏𝐨𝐩𝐮𝐥𝐚𝐭𝐢𝐨𝐧 𝐄𝐱𝐨𝐝𝐮𝐬: 𝟐𝟏𝟔,𝟎𝟎𝟎 net population loss in 2024–25 alone (U.S. Census Bureau). Over 𝟏.𝟒 𝐦𝐢𝐥𝐥𝐢𝐨𝐧 residents fled since 2020 (CA Dept. of Finance). The largest outbound migration of any state in America. People aren't leaving paradise — they're escaping a dumpster fire with a coastline. 𝐓𝐡𝐞 $𝟐𝟒 𝐁𝐢𝐥𝐥𝐢𝐨𝐧 𝐇𝐨𝐦𝐞𝐥𝐞𝐬𝐬 𝐃𝐢𝐬𝐚𝐬𝐭𝐞𝐫: California spent $𝟐𝟒 𝐁𝐈𝐋𝐋𝐈𝐎𝐍 on homelessness over five years. That's roughly $𝟏𝟑𝟐,𝟎𝟎𝟎 𝐩𝐞𝐫 𝐡𝐨𝐦𝐞𝐥𝐞𝐬𝐬 𝐩𝐞𝐫𝐬𝐨𝐧. The result? Homelessness 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞𝐝 by 30,000 people — from 151,000 to over 181,000. That's a 𝟓𝟑% 𝐢𝐧𝐜𝐫𝐞𝐚𝐬𝐞 since 2013 (HUD). It gets worse. The California State Auditor found the agency responsible for tracking outcomes — the Interagency Council on Homelessness — 𝐡𝐚𝐝𝐧'𝐭 𝐚𝐧𝐚𝐥𝐲𝐳𝐞𝐝 𝐚𝐧𝐲 𝐬𝐩𝐞𝐧𝐝𝐢𝐧𝐠 𝐝𝐚𝐭𝐚 𝐩𝐚𝐬𝐭 𝟐𝟎𝟐𝟏. No consistent method to collect outcome data. Didn't verify accuracy of data from municipalities. The state database was riddled with deleted records and test entries. They burned through $24 billion and 𝐥𝐢𝐭𝐞𝐫𝐚𝐥𝐥𝐲 𝐜𝐨𝐮𝐥𝐝𝐧'𝐭 𝐭𝐞𝐥𝐥 𝐲𝐨𝐮 𝐰𝐡𝐞𝐫𝐞 𝐢𝐭 𝐰𝐞𝐧𝐭. And in San Jose and San Diego, over 𝟖𝟓% of homeless placements were into temporary housing — not permanent. 𝟒𝟎% of those people ended up back on the street. A $24 billion revolving door. 𝐎𝐭𝐡𝐞𝐫 𝐓𝐚𝐱𝐩𝐚𝐲𝐞𝐫 𝐌𝐨𝐧𝐞𝐲 𝐖𝐚𝐬𝐭𝐞𝐝: $𝟏𝟐𝟔 𝐁𝐈𝐋𝐋𝐈𝐎𝐍 for a high-speed rail that was originally budgeted at $33B and has moved 𝐳𝐞𝐫𝐨 𝐩𝐚𝐬𝐬𝐞𝐧𝐠𝐞𝐫𝐬 (CA HSR Authority). A $𝟕𝟑 𝐁𝐈𝐋𝐋𝐈𝐎𝐍 budget deficit in 2024–25 (LAO). That's not governance. That's arson with a spreadsheet. 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐄𝐱𝐨𝐝𝐮𝐬: Chevron, SpaceX, Tesla, Oracle, Hewlett Packard Enterprise, Charles Schwab — all relocated their headquarters to Texas. Over 𝟑𝟓𝟎 𝐜𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬 fled California between 2018 and 2024 (Hoover Institution). These aren't strip malls. These are the engines of the American economy voting with their feet. 𝐓𝐡𝐞 𝐓𝐚𝐱-𝐚𝐧𝐝-𝐒𝐩𝐞𝐧𝐝 𝐃𝐞𝐚𝐭𝐡 𝐒𝐩𝐢𝐫𝐚𝐥: California charges the highest income tax in America — 𝟏𝟑.𝟑% — and gets half its income tax revenue from the top 1% of earners. So what happens when you squeeze the golden goose? It leaves. In 2022, Newsom saw a one-time post-COVID revenue spike — fueled by federal relief money, not real growth — and declared a 𝐛𝐨𝐠𝐮𝐬 "$𝟗𝟕.𝟓 𝐛𝐢𝐥𝐥𝐢𝐨𝐧 𝐬𝐮𝐫𝐩𝐥𝐮𝐬" that never appeared in any actual budget document (CalMatters). He went on a spending spree. Two years later, the state quietly admitted to a $𝟏𝟔𝟓 𝐁𝐈𝐋𝐋𝐈𝐎𝐍 revenue forecasting error over four years (LAO). Personal income tax collections crashed 𝟐𝟓% in a single year. The "Big Three" revenue sources dropped 𝟐𝟏% (LAO). And it's getting worse. An estimated $𝟏 𝐭𝐫𝐢𝐥𝐥𝐢𝐨𝐧 in billionaire wealth has left the state. Six billionaires alone — including @elonmusk and Larry Ellison — took roughly 𝟑𝟎% of California's aggregate billionaire wealth with them. Every dollar of capital gains they generate for the rest of their lives will now be taxed at 0% in Texas instead of 13.3% in Sacramento. Sacramento's response? Propose a new wealth tax — which is accelerating the exodus even faster. The LAO projects deficits of $𝟑𝟎 𝐛𝐢𝐥𝐥𝐢𝐨𝐧/𝐲𝐞𝐚𝐫 for the remainder of Newsom's term. They are taxing themselves into bankruptcy. 𝐂𝐨𝐬𝐭 𝐨𝐟 𝐋𝐢𝐯𝐢𝐧𝐠: Electricity costs 𝟖𝟕% 𝐚𝐛𝐨𝐯𝐞 the national average (EIA). Gas at $𝟒.𝟖𝟓/𝐠𝐚𝐥 vs. $3.20 nationally (AAA). Californians pay more for the privilege of watching their state crumble. 𝐂𝐫𝐢𝐦𝐞 & 𝐐𝐮𝐚𝐥𝐢𝐭𝐲 𝐨𝐟 𝐋𝐢𝐟𝐞: Prop 47 reclassified theft under $950 as a misdemeanor — retail theft surged so badly that Walgreens and Whole Foods shuttered locations in San Francisco. 𝟏𝟖𝟏,𝟎𝟎𝟎+ homeless residents — the largest unsheltered population in the United States (HUD). This is Gavin Newsom's California. The population is fleeing. The businesses are gone. The billionaires took a trillion dollars with them. The budget is a crater built on a $165 billion fantasy. They spent $132,000 per homeless person and ended up with 30,000 𝐦𝐨𝐫𝐞 of them. The trains don't exist. The lights barely stay on. And the shoplifters have more legal protection than the store owners. This isn't a resume. It's a rap sheet. And this is what Gavin Newsom is running on. This is all he has to offer. He can't point to a single crisis he inherited — he 𝐜𝐫𝐞𝐚𝐭𝐞𝐝 them. Population loss, revenue collapse, a homeless crisis that got worse the more money he threw at it, a business exodus with no end in sight, and a budget held together with accounting gimmicks and borrowed time. The question every voter should ask: is this the model you want copied to all 50 states? Because that's the only thing he's selling. 𝐇𝐞 𝐝𝐢𝐝𝐧'𝐭 𝐟𝐢𝐱 𝐂𝐚𝐥𝐢𝐟𝐨𝐫𝐧𝐢𝐚. 𝐇𝐞 𝐢𝐬 𝐂𝐚𝐥𝐢𝐟𝐨𝐫𝐧𝐢𝐚'𝐬 𝐩𝐫𝐨𝐛𝐥𝐞𝐦. And no, the other 49 states don't want him either.
M.A. Rothman tweet media
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John Barton
John Barton@barton34107·
@elonmusk this is a very easy question to answer….you continue to rely on social media and word of mouth to drive sales. What do you have to lose with a large scale advertising campaign? You can afford trying it….why not take the chance and see if it pays for it. I have owned Teslas for 6 years and utilize FSD everyday….it amazes me how many in my community are unaware of the benifits of FSD. Elon, you are smart, but I believe you are wrong on not advertising the hell out of one of the best physical AI tools that would benefit so many. Thanks for listening.
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Whole Mars Catalog
Whole Mars Catalog@wholemars·
Tesla needs to continue to evolve their Self-Driving pricing model to increase adoption. With a product this good, sales should be going vertical. It's time to ask some hard questions about what's not working. What do you all think?
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John Barton
John Barton@barton34107·
@garyblack00 Gary, you always give much attention to TSLA considering you don’t even have a position in your fund. Wouldn’t it be better to spend more time on your top positions in your portfolio, so we have a better understanding of your investment thesis
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Gary Black
Gary Black@garyblack00·
Highlights from today’s pre-mkt summary for Subscribers: Stocks extended yesterday’s big gains after President Trump signaled the US-Iran conflict could end in 2-3 weeks, noting America had largely met its military goals and would leave the job of opening the Strait of Hormuz to other nations. Brent crude extended yesterday’s decline to $102/bbl. 10yr yields fell to 4.27% in front of today’s ADP March private payrolls (+40K est). Gold rose, silver fell, and BTC inched higher. $TSLA rose in front of tomorrow’s 1Q deliveries (consensus 366K, my est 377K +12% YoY reflecting higher energy prices and an easy compare vs last year’s Model Y Juniper transition). We expect equities to hit new highs once the Iran conflict ends, oil retreats, and slowing jobs accelerate Fed rate cuts. 2026 S&P earnings estimates rose to $323 (+17% YoY vs 2025’s $276) on higher profits for AI data centers and energy, implying 20.2x P/E (4.9% yield, +60bp premium to 10yr TY, within historical norms). We remain cautious on $TSLA due to declining 2026-30 estimates and rising unsupervised autonomy competition from $GOOG/ $BIDU/ $WRD/ $PONY/ $AMZN (900K paid rides/week) plus NVDA’s open AI stack in 2026; no position (2026 P/E ~185x, 5x PEG).
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John Barton
John Barton@barton34107·
@jimcramer Again, you are talking in code and most people have no idea what you are saying. Please write in simple Eagles language.
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Jim Cramer
Jim Cramer@jimcramer·
What matters is the price of oil and WTI is at $101.. Interest rates only positive. Either oil or rates, one of the other, is wrong
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Charlie Bilello
Charlie Bilello@charliebilello·
% Below All-Time High ExxonMobil: 0% S&P 500: -9% Apple: -14% Gold: -20% Nvidia: -21% Google: -22% Amazon: -23% Tesla: -28% Palantir: -32% Meta: -34% Microsoft: -36% Silver: -43% Bitcoin: -48% Ethereum: -60% MicroStrategy: -77% Fartcoin: -94% Trump Coin: -96% Melania Coin: -99%
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John Barton
John Barton@barton34107·
@MDB_a16z @MollySOShea Michael, thank you for taking the time to share your knowledge on your company. It was very interesting, educational and thought provoking
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Michel Del Buono
Michel Del Buono@MDB_CIO·
Thank you Molly for inviting me to your podcast!
Molly O’Shea@MollySOShea

BREAKING: Inside Marc & Ben's Multi-Family Office — a16z Perennial Chief Investment Officer, Michel Del Buono Why wealth management is broken & how to financially prepare for a SpaceX IPO This is a closer look at how $50M–$1B+ personal portfolios are actually constructed & managed Important: Michel also explains why many founders make critical mistakes immediately after their first liquidity event, & how to avoid them. We cover: • The “no man’s land” between wealth managers & asset managers • How founders should handle liquidity events ($50M–$1B+) • Diversifying concentrated stock without killing upside • Venture returns & why manager selection matters more than exposure • Real estate, taxes, & after-tax alpha • Why volatility is an opportunity, not a risk • How to actually choose (and not get trapped by) a wealth manager Special thank you to Dave Maloney 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO @a16z Perennial (01:25) The idea behind a16z Perennial (03:38) What’s broken in wealth management (09:05) How wealth has changed over time (11:57) How fee structures shape portfolios (15:26) Why single family offices are hard to run (19:47) Who wealth management is really for (23:26) What makes Perennial different (22:21) Preparing for massive liquidity events: SpaceX, OpenAI... (24:01) How to choose the right wealth manager (26:39) Why switching firms is so hard (28:01) How portfolios are actually built (31:29) Why volatility is an opportunity (32:47) Why real estate is so powerful (34:55) Taxes and the Billionaire Tax debate (38:46) Should you move to save taxes? (40:59) Chamath : SPAC losses & how they affect taxes (42:21) Secondary deals, fake Anduril SPVs & the risks (46:16) What drives returns in Venture Capital (49:42) Biggest Lesson from Marc Andreessen & Ben Horowitz (51:27) The biggest mistake founders make with money (52:53) How to invest after a big exit (54:16) Concerns around private credit (56:38) What big IPOs mean for markets (58:08) Keeping up with markets (59:35) What’s the focus this year at a16z

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John Barton
John Barton@barton34107·
@MollySOShea Molly, this interview was exceptionally interesting and educational. Thank you
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Molly O’Shea
Molly O’Shea@MollySOShea·
BREAKING: Inside Marc & Ben's Multi-Family Office — a16z Perennial Chief Investment Officer, Michel Del Buono Why wealth management is broken & how to financially prepare for a SpaceX IPO This is a closer look at how $50M–$1B+ personal portfolios are actually constructed & managed Important: Michel also explains why many founders make critical mistakes immediately after their first liquidity event, & how to avoid them. We cover: • The “no man’s land” between wealth managers & asset managers • How founders should handle liquidity events ($50M–$1B+) • Diversifying concentrated stock without killing upside • Venture returns & why manager selection matters more than exposure • Real estate, taxes, & after-tax alpha • Why volatility is an opportunity, not a risk • How to actually choose (and not get trapped by) a wealth manager Special thank you to Dave Maloney 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO @a16z Perennial (01:25) The idea behind a16z Perennial (03:38) What’s broken in wealth management (09:05) How wealth has changed over time (11:57) How fee structures shape portfolios (15:26) Why single family offices are hard to run (19:47) Who wealth management is really for (23:26) What makes Perennial different (22:21) Preparing for massive liquidity events: SpaceX, OpenAI... (24:01) How to choose the right wealth manager (26:39) Why switching firms is so hard (28:01) How portfolios are actually built (31:29) Why volatility is an opportunity (32:47) Why real estate is so powerful (34:55) Taxes and the Billionaire Tax debate (38:46) Should you move to save taxes? (40:59) Chamath : SPAC losses & how they affect taxes (42:21) Secondary deals, fake Anduril SPVs & the risks (46:16) What drives returns in Venture Capital (49:42) Biggest Lesson from Marc Andreessen & Ben Horowitz (51:27) The biggest mistake founders make with money (52:53) How to invest after a big exit (54:16) Concerns around private credit (56:38) What big IPOs mean for markets (58:08) Keeping up with markets (59:35) What’s the focus this year at a16z
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John Barton
John Barton@barton34107·
@GerberKawasaki Agree, I owned the S which is a tremendous EV vehicle. I recently purchased the Y and must admit it is truly a wonderful Car. FSD I cutting edge
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Ross Gerber
Ross Gerber@GerberKawasaki·
Very sad to get the email from tesla for the end of production of the model s and x, two best vehicles of all time. It saddens me this is happening, the EV business is a great business and although the future may be autonomous, it might take some time. $tsla
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John Barton
John Barton@barton34107·
@jimcramer What does that all mean….diarrhea of the mouth…if you post say something that makes sense
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Jim Cramer
Jim Cramer@jimcramer·
Relentless give up.. Oil up, rates up, stocks down. A short-seller's paradise!!!
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CNN
CNN@CNN·
Dow closes in correction, down 10% since a record high in February, as war with Iran roils markets. cnn.it/4lWi2ld
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