Ed Coppe

@stekkerauto @b4ud3r @d_kinimo @xDreamCoding @Wiredpilot @rand0mch4r4ct3r @OleEMunch @AlfakevinE @Rueben1001 You are right: this may turn out to a stupid decision of epic proportions. 😂😂😂

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? 🐟🐠🐡🦈🐠🐟

@nymbusjp Thank you for the thorough analysis of the Waymo approach.

@DavidCarbutt_ @elonmusk @farzyness David, Farzad has lost the plot.

the real question is... in the 3 years I’ve been working with farzad, elon retweets, comments or likes one of his posts almost weekly (sometimes way more) Why hasn’t @elonmusk corrected @farzyness on his Tesla steering wheel theory? 👀👀👀👀👀👀👀👀👀👀👀

@NickGibbsIAG @farzyness Farzad had lost the plot.

I for the longest time agreed with @farzyness but now... I will take the other side. We all see the steering wheels. This makes me want to fade the obvious. I'm willing to BEER BET once again with @farzyness if he dares to lose a bet to me again! Cyber Cab will not launch with Steering wheel!

@GerberKawasaki Go away.

If tesla FSD 14.3 doesn't work unsupervised... we should all get our $10k back... we've waited long enough. $tsla

@GerberKawasaki Please leave.

Basically can't trust anything on this site anymore. Very hard to get real information anymore. Certainly not here. Miss the old Twitter a lot.

@FinanceJack44 You are right. You are a finance student. You will get there one day.

For the $TSLA bulls out there, can you please explain to me why it deserves to trade at 330x earnings? $PLTR I can understand at 226x because it is growing revenue 70% with margin expansion. Tesla has no revenue growth over the past 2 years... I'm genuinely listening here, bring your best stuff.

@RasmusJarlov Having read your various posts, I think you have much to contribute as an unemployed bus driver. Not sure you have much else to offer though. The EU is so far off the technological edge that it is likely to become irrelevant.

It is incredible how concerned MAGA parrots are with the 5% muslims in the EU. It is the go-to argument regardless of whether you are discussing tariffs, NATO, China or postal stamps. Who programmed all of these anonymous accounts that have nothing else to offer in every single thread on Twitter?

@GerberKawasaki @CGasparino You might be the real criminal.

@CGasparino Good analogy. Nixon then bombed Vietnam relentlessly only to lose the war. Then tons of US debt to pay for it. Off the gold standard. Inflation soars. And then resigns for being a total criminal.

Im old enough to remember the MASSIVE protests against how Richard Nixon handled Vietnam, how people flooded the streets, how the media portrayed a country in revolt and then how Nixon won an historic landslide against the left's favorite candidate in the '72 election. I know the situations aren't 100 percent analogous, but if anyone thinks these protests represent mainstream American opinion, I have a bridge the connects Manhattan to Brooklyn to sell you

@tab_delete @Jason Theo you might be a little biased. Whenever I have engaged with a journalist, they seem more interested in pursuing their view of the subject rather than getting to the truth. Journalism used to be an essential public service, not anymore.

.@Jason says this but Wired added 200k new paid subscriptions last year and the NYT is healthier than ever. “Don’t engage with the media” is an inherently silly take. Journalism is an essential public interest. Founders evading scrutiny is how fraud pops up again and again…

@GerberKawasaki Dear Ross, you seem to be reaching for lower lows. You are a very sad individual.

Tesla is preparing to launch its uber service in multiple cities. Please stop calling the human drivers/monitors robots. Thanks. This is a way for them to build their logistics operation despite the hardware and safety issues with FSD. $tsla

@RealDanODowd @JamesWLaw1 @Tesla @elonmusk When will you finally apologise for being petty.

@JamesWLaw1 @Tesla @elonmusk I know what “Beta” means. The Cult, @ElonMusk, and @Tesla don’t.

Once you drive a @Tesla Roadster, you won’t want to travel by car any other way. It’s fast, beautiful, and nimble. Take the top off, crank up the music, and drive, pure joy every day for 13 years. Thanks @ElonMusk Our Model S is also great, it has been our family car for 11 years. I was a believer in Tesla and Elon Musk until “Full Self-Driving.” FSD drives like a drunk teenager. It does not make a human driver far safer than the human driver alone. Elon Musk and Tesla tell consumers that it does, and that is not acceptable. I am the world’s top expert in software safety engineering. I have designed and written the core security software for more of our nuclear weapons systems, military and commercial aircraft, and military communications systems, than anyone else. In my professional opinion FSD should not be in the hands of consumers in its current condition. I will do what I can to have FSD removed from the market until all of the critical safety defects found by us and the other beta testers have been fixed and it is far safer than a human driving alone. Then I will shut up about Tesla. DanODowd.com

@treiner5 This post will age like milk left in the sun for a few days. Seems like Tesla doesn't exist.

Uber Is Quietly Winning the AV Rideshare Setup If 2025 was the proof point that consumers will actually take autonomous rides at scale, 2026 is starting to look like the year the strategic map gets redrawn. For the last few years the AV debate has mostly been framed around who has the best self-driving technology. That still matters of course. But increasingly that is the wrong question for investors. The more important question now is: who is best positioned to turn AV supply into a scaled rideshare network? That is a different question entirely. To level set: this is no longer just about the best AV stack @Waymo is the only player that has really crossed from demo to scaled commercial reality. The company said in February it was already doing more than 400,000 paid rides per week across its operating markets, and it raised another $1.6 billion while laying groundwork for expansion into more cities. Its new Arizona manufacturing facility with $MGA is designed to produce “tens of thousands” of autonomous vehicles per year at full capacity. That is the most real robotaxi business in the U.S. by a mile. But the leap from “best AV operator today” to “winner of AV rideshare economics” is not automatic. Because scaled rideshare is not just a software problem. It is a supply problem, a dispatch problem, a maintenance problem, a financing problem, and maybe most importantly a utilization problem. That is where $Uber's setup starts to look much more interesting than the market gives it credit for. Uber is not trying to win autonomy. It is trying to win the network. Uber’s strategy now looks pretty clear: let others build the autonomous brain, while Uber becomes the default marketplace, demand layer, and utilization optimizer. That may end up being the smarter economic position. A lot of commentary around AV tends to sloppily bundle “partnerships” together as if they are equal. They are not, some partnerships are real supply, some are geographic options, but Uber increasingly has both.

@rohanspatel Rohan, now you are hyperventilating. Chill.

I can think of nobody better to help make decisions about a war with Iran than…. Trump’s f’ing golf club manager, Dan Scavino

@rohanspatel Rohan you are on the losing side of this argument. Let it play out. You are embarrassing yourself.

Is there any plan as to who takes over for the Ayatollah? What is our endgame? Is this a pottery barn scenario where we are forced to be involved for many years or decades?

@yanisvaroufakis You are irrelevant.

The world's two rogue states, Israel and the USA, have started a war not against Iran but against the whole world. We stand with Iranians, with Humanity, against the notion that Israel and the US can bomb anyone their fancy takes them to bomb. aljazeera.com/news/liveblog/…

@RealDanODowd @elonmusk Dan, now you are getting desperate. What happened to the whole FSD is unsafe, has to be outlawed argument? Time to pivot? Engagement farming to fund your retirement?

In 2019 @ElonMusk said that Tesla owners would be able to sleep in their cars by 2020. 7 years later, he's still claiming he's close. He isn't. Why does anyone believe a word Musk says?

@rohanspatel Rohan, you left off Venezuela. Trump did not execute your other examples.

Regime change= easy part. What next? If history is an indicator, usually chaos and destruction and instability. •Iraq: toppled, but led to a sectarian civil war, extreme violence, and the rise of Al-Qaeda in Iraq, which later evolved into ISIS. •Afghanistan: Ousted the Taliban, 20 yrs of struggle with corruption. Taliban returns to power in 2021. •Iran: CIA coup on Mosaddegh. Led to 1979 Islamic Revolution, which resulted in a death cult coming to power for the past 50 years. •Guatemala: CIA regime change against President in 50’s - replacement was military dictatorship that resulted in decades of civil war and horrendous gang and terrorist violence. •Congo: US and Europe regime change with Lumumba, led to decades of dictatorship and instability. •Chile: US assisted military coup that overthrew Allende and installed Pinochet. Decades of brutal dictatorship

@TailosiveEV Glad Dan is not in charge of vehicle programs at Tesla. DAF Ideas.

CyberSUV makes more sense to me, the amount of changes you’d need to make to the Model X to make it the “proper SUV” everyone describes would be like redesigning the entire product.