Lectter

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Lectter

@lectter_

Katılım Mayıs 2014
1.5K Takip Edilen83 Takipçiler
Isabel Fernández
Isabel Fernández@isafernan·
Tengo 49 años. Aquí tienes 8 suplementos que tomo a diario para mantenerme en forma, con energía y saludable. (El número 4 es el que la mayoría de la gente se salta)
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Gary Black
Gary Black@garyblack00·
@shadowcrewtroll Cost per mile is important. But so is ability to build demand. On that metric, $TSLA scores low.
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Gary Black
Gary Black@garyblack00·
Nvidia, Uber, Waymo — The AV Stack Is Being Rebuilt Without Tesla Surbhi Jain 03/30/2026 14:46:08 Benzinga Newswire The autonomous vehicle (AV) race was supposed to be Tesla’s to lose. Instead, it's starting to look like a market being rebuilt around it. Because while Tesla is still pushing its full-stack vision, a very different model is quietly taking shape — one that doesn't need Tesla at all. The AV Stack Is Splitting — And Scaling Fast Start with Alphabet’s Waymo. Following a fresh capital raise, Waymo is accelerating fleet expansion and ride volumes — and as JPMorgan analyst Doug Anmuth notes, estimates are now being revised higher, with the fleet potentially scaling from ~3,000 vehicles to ~50,000 by 2030. At the same time, Uber Technologies is stitching together a global AV marketplace. Rather than building everything in-house, Uber is partnering across the ecosystem — from Zoox and Wayve to OEMs like Rivian Automotive — while expanding its relationship with Nvidia. Anmuth highlights that this growing network of partnerships is increasing the likelihood of a fragmented, multi-player AV ecosystem — one that naturally favors a marketplace model like Uber's . This isn't a single-company race anymore. It's an ecosystem. Platform Vs Product Is The New Battle Tesla's strategy is clear: own the car, the software, and the network. But the market is moving toward separation. Uber is building the demand layer. Nvidia is emerging as the compute and software backbone. Waymo and others are scaling the autonomy layer. OEMs are supplying the vehicles. Each piece is becoming modular — and more importantly, replaceable. That creates a very different competitive dynamic. Instead of one winner, the AV stack starts to resemble cloud computing — multiple players, each owning a layer. Where Does That Leave Tesla? That's the uncomfortable question. Tesla still has advantages — data, vertical integration, and a massive installed base. But it's increasingly betting on a closed system in a market that, as Anmuth's analysis suggests, is trending toward collaboration and shared infrastructure. And scale is no longer exclusive. Waymo is ramping. Uber is expanding. Nvidia is enabling. Tesla doesn't need to lose for this to matter. But if the future of autonomy is a shared ecosystem, the company that tried to own everything may end up owning less than expected. $TSLA $GOOG $UBER $NVDA $AMZN $RIVN
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Lectter
Lectter@lectter_·
@HustlerShib Mehan vuelto a dar 1000 al 0 sin intereses!
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Jack XRParrow 🏴‍☠️ 🇵🇹
Acabo de conseguir otros 1.000€ a cambio de 12€ de comisión. ¿Creéis que seré capaz de generar más de lo gastado? 😏
Jack XRParrow 🏴‍☠️ 🇵🇹 tweet media
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Xander Sky
Xander Sky@XanderSky·
imagining the next chapter
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Lectter
Lectter@lectter_·
@MrtnzAlvrz Justamente. Hablando hoy con varias personas en la región Y empiezan a ponerse nerviosas. Ya no es cosa de 1/2 días por desgracia
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Martinez
Martinez@MrtnzAlvrz·
Los expats en Dubai empiezan a entrar en la 2da fase. Empiezan las dudas, resulta que sí que hay un problema gordo con la ciudad en la que están.
Martinez tweet media
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Lectter
Lectter@lectter_·
@tomaspueyo Regulation will be a key factor on the scale up, and seems it is a matter of time now. Thanks for the article
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Lectter
Lectter@lectter_·
@yieldbusters Yo tambien estaba hoy flipando en el p. santander 😂
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Yield Busters
Yield Busters@yieldbusters·
Para teoría del reemplazo la mayoría de padres treintañeros de otros países europeos en los parques del distrito Chamberí
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Lectter
Lectter@lectter_·
@alc2022 Would you buy leap options?
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Antonio Linares
Antonio Linares@alc2022·
3.5 times sales is absurdly cheap for $HIMS
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Brian Tycangco 鄭彥渊
Brian Tycangco 鄭彥渊@BrianTycangco·
Without citing a shred of hard evidence, FT (in its usual fashion) puts out a hit piece on $BABA that sends its stock down almost 4% on Friday. Alibaba should sue this trash paper of record. But this also highlights the need for Chinese equities to simply delist from the US markets and just trade in HK and mainland China.
Brian Tycangco 鄭彥渊 tweet media
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Lectter
Lectter@lectter_·
@ppopular @oscar_puente_ Que horror de post. Borradlo y pedid disculpas. Echad al CM y empezad a hacer oposición decente. Que vergüenza.
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Partido Popular
Partido Popular@ppopular·
Puesto que @oscar_puente_ se pone a hablar de la apariencia de las personas, vamos a seguirle el rollo. En la foto, un ser poco evolucionado y carente de educación y cortesía. Molesto y con tendencia a hacer ruidos grotescos. Junto a él, un primate. Ambas criaturas tienen en común que ninguna de ellas debería ser ministro del Reino de España.
Partido Popular tweet media
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Lectter
Lectter@lectter_·
@BoBbyPleWniaK would love to learn how to operate options, pending task. congrats
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Bobby Plewniak
Bobby Plewniak@BoBbyPleWniaK·
Mid week report snapshot on our sold $tsla options. Thought about selling a few calls yesterday to play nvda earnings but the selloff the last 30 minutes into close did not trigger anything. Now we sit and wait. If tsla sells off today, I’d like to have this 349.6 gap left open. It would make me a bit more confident to sell a few puts come Friday if it remains open.
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Cole Grinde
Cole Grinde@GrindeOptions·
Remember folks, 100,000 $TSLA robotaxis will bring in $5 billion in revenue when you figure each vehicle will bring in $50,000 in revenue per year. That’s massive.
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Lectter
Lectter@lectter_·
@itschrisray Shape doesnt matter as much as ability to self drive, and i guess in this one they are quite behind Waymo/Tesla
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Chris Ray
Chris Ray@itschrisray·
Maybe I’m crazy, but I think Zoox by $AMZN is the best take on an urban robotaxi. Why should robotaxis be retrofitted consumer vehicles or even resemble them? No need for driver seats or having everyone sit face-forward. I like that the interior compartment resembles a modern day carriage - where people can read or work with ample space, listen to music, or talk to one another while facing each other. It seems more spacious than a typical car and I can just see getting around this way with friends to be a better experience. Getting a ride to a concert or sports match with a bunch of friends in this would be awesome.
Chris Ray tweet mediaChris Ray tweet media
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Garrapatero
Garrapatero@LGarrapatera·
@Alvaro_DMaria Con 2k iría bien. Viviendo aquí y obteniendo la comida con mis manos, es suficiente.
Garrapatero tweet mediaGarrapatero tweet media
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Álvaro D. María
Álvaro D. María@Alvaro_DMaria·
Con cuánto dinero al mes os retiraríais? 👀
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ElPika 🐐 BlackHat
ElPika 🐐 BlackHat@YPSBlackhat·
@LaEtxebarria La conciencia puede llegar a ser el mayor campo de concentración que llegue a experimentar un ser humano. Si tu conciencia está limpia, vives una vida tranquila y feliz sin importar cuántos bienes materiales tengas o te falten, pero en caso contrario te puede pasar factura.
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Lectter
Lectter@lectter_·
@Javier30670747 Porque crees que se va a seguir depreciando el dolar vs el euro?
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garban de la bolsa
garban de la bolsa@Javier30670747·
Quizás tb sea un buen momento de aumentar posiciones en petroleras y gasistas que coticen en €€€. Y deshacerse de activos que coticen en $$$. Es mi humilde consejo. El mercado tb da segundas oportunidades. Salir de USA y volver a valores Europeos. Coño. 🤔😂
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