Jonathan Stokes

Here is my newest video essay about writing: "What is Subtext?" I hope you enjoy. youtube.com/watch?v=F-jILe…

@Tr0110wski @SawyerMerritt You're right - that cell should read 7/31. Going forward, I will probably just post my Excel sheet. Until the AI improves, it seems to misread the Excel and scramble certain characters.

@jonathanwstokes @SawyerMerritt it also altered dates, unless juli has 33 days now. i'm also not so sure, the thing is correct. it looks cool, but if the data is wrong, it is worse than useless

Tesla Robotaxi appears to be laying groundwork in at least 25 cities now. Big thanks to @SawyerMerritt and the Tesla community for sharing much of the data that allows me to compile these charts.

@JohnCarney5670 @SawyerMerritt Oh snap. You're right! Looks like Tesla Insurance reached Florida in December. Thanks for catching that!

@jonathanwstokes @SawyerMerritt The graphic says Tesla insurance is not yet available in Florida. This is incorrect, I am in FL and have Tesla insurance.

@tnertz @SawyerMerritt Well-spotted, Trent. It's an amazing community!

@jonathanwstokes @SawyerMerritt Thanks for updating Illinois with my exclusive reporting x.com/tnertz/status/…

@buddycurtis0 @SawyerMerritt I uploaded my Excel chart to Gemini Nano Banana and said, “make this chart look cooler.” Then I reran the prompt a dozen times until it rendered one with the least amount of bizarre typos.

@jonathanwstokes @SawyerMerritt Actually it’s pretty cool. Did you use grok imagine ? What was the prompt? Did you load your excel sheet first ?

@shai_machnes @SawyerMerritt That's all in the chart. Tesla has advertised for different types of roles and keeps changing the job titles... So I just lump them under the headings "Vehicle Operator ads" or "Fleet Support ads."

@jonathanwstokes @SawyerMerritt I would consider adding hiring data for each city (e.g. when did Tesla start advertising for positions in each city).

@Jamesthehut @SawyerMerritt Omg, you're right. Good catch!!

@jonathanwstokes @SawyerMerritt You missed one. Utah - Draper has been hiring robotaxi driver monitors and insurance related job roles so that city ground work is close too

@shai_machnes @SawyerMerritt I just compile the data in Excel as I search for it each week. You could probably use AI to scrape my raw data out of this chart 👍

@jonathanwstokes @SawyerMerritt Is the raw data available anywhere?

@DebHopkins73 Hi Debbie, I have outlined the next few Addisons on my computer. I'm just waiting to get a green light from Penguin Random House, which has had changes in their leadership and their mandates. I do hope to continue Addison's adventures as soon as I am given a thumbs up.

@jonathanwstokes are you going to write more of the Addison Cooke series? I’m trying to find a good series for my 10 yr old nephew but I’m looking for more than 3 in a series. But if you’re going to add to the series then I definitely will get him tbis series! 💞💞💞

@MattBelloni @Todd_Garner @StephenFollows Great conversation!

New pod: Fascinating new data on the length of movies. Yes, they’re getting longer overall, but only certain genres. Why? With producer @Todd_Garner and data from @StephenFollows. Listen! Watch! open.spotify.com/episode/1iDk2n…

Tesla Robotaxi is slooowly catching up to Waymo. I'm posting this updated chart now because things may change rapidly in the coming quarter. Stay tuned!

@TeslaBoomerMama To be clear, I am not psyched about insiders selling... I'm just pointing out that many large SpaceX funds have liquidity events written into their bylaws. So, if it's true there is no lock-up period, trading day 1 could be...interesting!

@TeslaBoomerMama Love this! I'm curious about rumors that SpaceX will not have a lock-up for insiders. I am invested in a SpaceX SPV that is designed to sell its shares on the first day that lock-up expires. So there could be considerable sell-pressure to balance into your equation. ¯\_(ツ)_/¯

Guys, this community ❤️ Someone working in the world of index rebalancing reached out this morning and gave me some more insights. So you find new information in the article now, please reread to refresh your numbers.

@wholemars Also California outlawed Tesla and Lemonade using telematics for car insurance, which is straight-up regulatory capture.

I honestly think that we should sue the state of California over killing FSD purchases and free Autopilot

@jbone_89 Hi James. I’m not aware of any observable progress outside of Austin and the Bay Area. I will put out a new chart once we have a few new data points 👍

@jonathanwstokes Hey Jonathan, it's been a month. Any chance we could get an update?

Tesla Robotaxi safety monitors removed in Austin, Texas. Been waiting a long time to post this chart! Congratulations to the engineering team behind this marvel.

Elon is going to raise much more than $50B for SpaceX in this merger. Elon can raise $50B privately. After all, he raised $44B privately just for Twitter. The reason Elon reversed course and finally decided to take SpaceX public is because he now needs more capital than he can raise in the private markets. This is why he's ratcheted up SpaceX's valuation by $850B since December. Setting SpaceX's June valuation at $1.5T (44x revenue) means he needs to raise much, much more than $50B.

Milk the rumors, share your theories and stoke speculation while you still can guys 😂 Things are moving fast 🚀 $TSLA

Exactly. Elon can raise $50B privately. He raised $44B privately for Twitter. He doesn't need to IPO SpaceX just to raise $50B. I think he is actually going to raise $100B or more. It's the only reason to jack SpaceX's valuation up to $1.25T in the past seven months. A $100B capital raise will be quite dilutive, so yes, P/E matters to the grownups on Wall Street.

@jonathanwstokes @WR4NYGov You are overstating the problem. Elon could raise $50 billion dollars in 3 days just by sending an email. This isn't about the capital raise. You still don't understand what it is about.

If SpaceX IPOs and stays separate from Tesla, you can own stock in both. You can choose 10% for one, 90% for the other. You can choose 50% for each. If they merge you get no choice. The ratio is fixed. Do you want them to merge?

@alojoh Bottom line, the SpaceX merger will cause Tesla’s P/E ratio to jump from 375 to over 1,000. There is almost zero chance Wall Street will grant a $3 trillion valuation to a company with a P/E of 1,000. I am a SpaceX bull, but this merger could be quite brutal in the short run.

🔥This is a Tesla share price impact analysis from a potential merger with SpaceX/xAI - MUST WATCH for Tesla shareholders.