calgrants retweetledi
calgrants
251 posts


Think it could end up being maybe 35k, but unless everything has changed to casts and structural packs, there's no way this is going to be under 30k.
Even if Tesla could do that, I has no reason to do so. There is plenty of demand for the 3, but it just needs enough separation from the Y. It shouldn't ever hit under 30k. Ruins the brand and margins unnecessarily.
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@cav4lier @unusual_whales If you save your employees 2 hrs of commuting a day, maybe they'll work an extra 30 to 60 min here and there as needed. Still a win for the employees (especially if they have stock based compensation)
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@unusual_whales Guess Peter Thiel was tired of all his staff going home at a reasonable hour!
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@ScottAdamsSays Global warming is real, but the scale of the crisis is manufactured. Tesla is doing great work to help with climate change by reducing overall energy consumption and doing it in a non-invasive way by building better products. Others are trying to make you reduce quality of life
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The "98% of scientists agree" belief is manufactured by a system that financially rewards alarm and punishes non-alarm.
The "98%" illusion works because humans are unaware of how corrupt scientists are, and the public does not understand that "follow the money" works every time.
But I think the pandemic woke us up.
Now you can see the machinery of the fraud. It's all as clear as the Biden Crime Family. Which means CNN will ignore it.
@amuse@amuse
SCIENCE: The global warming crisis is ‘manufactured’ to generate fear allowing for greater government control of every aspect of our lives. nypost.com/2023/08/09/cli…
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@DirtyTesLa @DrKnowItAll16 Just had my own trade in go horribly wrong. Had a few items in the car I came with, and they took the car before I could remove anything. Then they took an hour to not even bring back the whole car, then had to go back to bring the car back.
They took the car before I even saw my new Model Y. Is this common practice? Pretty ridiculous that this is a thing.
@elonmusk
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I just laugh when I hear "worries about new price cuts".
1) Who's talking about price cuts ?
When one has a systematic NEGATIVE perspective on life: of course the very worse is always going to happen in 5 minutes! Ridiculous.
2) Who cares about "price cuts"? The strategy here is to TAKE THE MARKET OVER, and when you see the pathetic results and situation that F, GM and so many others are in: the Tesla strategy IS working!
3) Time to DEBUNK the obsession about "margins":
I know where it comes from: it is the most simplistic metric which intellectually limited "analysts" are able to "focus" on, so they do.
Debunk point: WHO can recite, off the top of their head what the Q to Q "margins" on AAPL were these past 15 years? NOBODY!
I remember watching the market on AAPL results during this time and it was: "OMG margins are down 1 %: it's the end of the company", or "Waouhhhh! Margins are up 1 % : it's going to the moon" and one after the other interchangeably depending on completely meaningless noisy Q to Q variations!
So tell me how much the "margins" were these 15 years!
Do any of those ignorant "analysts" question now that AAPL is a 3 trillion dollars corporation ?
Stop masturbating about "margins" !
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$TSLA continues to struggle (-12% vs NDX -2% over past 10 days) on worries about new price cuts on existing models, which would pressure auto gross margins and produce little incremental volume lift. Much better for $TSLA to focus on Next Gen $25-$30K EV to broaden TAM to the masses and accelerate volume growth. Many retail bulls find solace in Elon’s comments on 1Q conf call that any new price cuts could be offset by higher FSD revs, but that seems far-fetched with FSD take rates of only 10%. More evidence suggests gigafactories continue to prepare for a refreshed Model 3 launch at end of 3Q, which would be very positive. Cytruck appears to be on track for a 4Q delivery launch.

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@thehallnet @TeslaBoomerMama @garyblack00 Institutional investors have no idea what to do with disruption and exponential growth. It's like asking a person who adds and subtracts to do calculus.
Most people have zero idea how to do anything other than draw a line to show an approximation of a linear regression
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@TeslaBoomerMama @garyblack00 Institutional investors look at long-term factors. But they obviously ignore very obvious certainties such as FSD & Optimus.. because it doesn't fit into their 'cookie cutter' spreadsheets. This is a market inefficiency and gives us individuals a HUGE advantage.
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Oh Gary, I just wish I could explain it better.
Here my last attempt from Friday.
Sigh.
@garyblack00
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@ed_foe11 @TheNBACentral He's passable generally, but he shows surprisingly low ability in the post season where it matters. It's not usually a huge knock on a player like him, but because the Celtics did not have a high quality point guard to man those duties, he was exposed here repeatedly
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It's very simple: With other brands, 2-3 years in, you'll want a new one because it's breaking down, maintenance is annoying, and the software becomes unusable (even on day 1, the entertainment unit/navigation feels like a Windows Mobile device from the early 2000s). With a Tesla, you'll never HAVE to get a new one. It will get better with time across literally every feature from GPS to entertainment to performance, and the only reason you'll want a new one 5 to 10 years down the line is because the company innovates so quickly that you may want to actually upgrade, not replace a stale piece of junk with pretty much the same thing 3 years later just to repeat the cycle
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🚨🚨 bounty alert 🚨 🚨
Whoever convinces my sister @tayalniki to switch to @tesla gets there referral link used to make a purchase for new car. (Me and my bro will forgo our referral links)
Make your best pitch why she should buy a @Tesla 👇let’s goooo 🔥🔥
Pls retweet, let’s make this viral Tesla pitch.
@elonmusk
San Jose, CA 🇺🇸 English

@RobertKennedyJr @RollingStone If it wasn't for RFK, I'd have just voted as a Republican this coming round. And I say that as a libertarian-leaning Democrat for the better part of my adulthood. Will not vote for any Dem anymore outside of RFK, whether it's federal, state, or local elections
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I interrupt my normal tweet stream for a bit of comedy. @RollingStone (and Congressional Democrats) are irate about a Kennedy super PAC having “ties to” MAGA Republicans. Actually, the “ties” are that it hired an accounting firm that has also done accounting for other PACs, including those of Republicans. Shocking, isn’t it. I hope they continue this bold investigative journalism. They might discover other ties — maybe they used the same janitorial service too. #Kennedy24
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@mysteriouskat Well no, it's still merit-based and not at all redistribution. This is capitalism at its best, where you get paid proportional to what you generate.
Communism would be if your ad dollars went to a random guy because you just made more than him.
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@Head_Glitch @ElectrekCo It's just the equivalent of asking people what their next phone is going to be and not including Samsung and Apple phones.
If the caption had said "what 2023 EV are you most excited for", there would be no complaints.
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My hunch is that the Model 2 (or whatever name it gets) will be produced in:
- Mexico for the Americas
- France for Europe
- India for the local market
- China for the local market and rest of AP
. . . and it will outsell the Model Y.
$TSLA
Sawyer Merritt@SawyerMerritt
NEWS: Tesla has reportedly started discussions with the Indian government for an investment proposal to set up a car factory in the country, with an annual capacity of as many as 500,000 electric vehicles, the Times of India reported on Thursday. reuters.com/business/autos…
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@SFSportsAndTech @lexfridman @RobertKennedyJr Better to listen to a man with a broken voice than a man with a broken mind.
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@lexfridman @RobertKennedyJr Trying to listen to Robert speak is literally like torture, I cannot make it through a few seconds without wanting to tear my ears off. Truly excruciating and not worth the pain.
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Posting my full conversation with @RobertKennedyJr here, in case it gets taken down on other platforms. I have high hopes for Twitter increasingly being a great place to host long-form podcast conversations.
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Community notes aren't automatically "the truth". If a critical mass of people believe in disinformation, misinformation, or malinformation from both sides, community notes will still mark certain statements to be the closest approximation of the truth.
You're basically arguing from authority only when it is convenient.
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@cal_grants @usamabroad @worldranking_ @spectatorindex Community note on his own app disagreeing with u. Nasty
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MARK ZUCKERBERG
2004 - Founded Facebook
2012 - Instagram purchased for $1 billion
2014 - WhatsApp purchased for around $19 billion
2014 - Oculus VR purchased for around $2 billion
2016 - Instagram Stories introduced to compete with Snapchat
2020 - Instagram Reels introduced to compete with TikTok
2023 - Founded Threads as a competitor to Twitter

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@GavinNewsom Let's fix crime, overspending, and corruption in California before branching out into polarizing constitutional ammendments meant only to further your presidential ambitions.
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