perspective78

hold up. elon massively overpays for Twitter, after tanking tesla’s stock via selling in the open market for months - right before a tech bear market twitter is knee-high in shit (debt), so he makes up a lie about bots to boost subscriptions etc all advertisers leave the platform, dropping revenues while interest eats up whatever is left of the profits he then creates a fake AI startup out of nowhere, raises billions in months then he acquires the failed Twitter company with the fake AI startup years worth of lying about FSD progress is catching up, and tesla’s market cap goes nowhere for five years as a result. in 2024, tesla tanks toward multi-year lows - until he makes a new lie: a new compact car stock rallies. he bets the farm on helping trump win the election he crashes out on christmas ranting about H1B’s - tesla’s stock crashes for months thereafter, as DOGE also fails to do anything useful. still no FSD. but wait - let’s have a car drive itself to a customer. then, let’s release 1 robotaxi in austin and say we’ll scale to 50% of the population by the end of the year. that’ll help buy some time. he then looks at spacex, which only does a few billion in revenue and has an idea: data centers in space bro. bc space is cold af! and unlimited free energy! he has spacex acquire his fake ai startup and prepare it for IPO in record speed amidst peak AI euphoria. “we can ipo this shit for $2T and then buy tesla so i can have my target % ownership. i just wont scale robotaxis or optimus until spacex is ready to acquire it” -master plan 5

I can’t imagine why anyone would be anti-data centers

fsd tried to kill me today wtf, drove through a closed hov gate, demolished my entire windshield. @elonmusk love tesla but today customer service was useless

Tesla 'Robotaxi' adds 5 more crashes in Austin in a month — 4x worse than humans electrek.co/2026/02/17/tes… by @fredlambert

Federal crash reports show Tesla’s Austin robotaxi pilot logged 14 crashes in about 800,000 miles — roughly four times the rate of the average U.S. driver.

You're paying a strike price of £95 per MWh. By comparison, gas-fired power (without a carbon tax that you CHOOSE to impose) costs under £55 per MWh. Wind at £95 is already above market — and that is for generation only. It excludes grid expansion, 'constraint payments' to shut turbines down, and keeping near-full fossil backup online for low-wind periods. You're locking-in high power prices into the 2040s. Because you're an idiot.

@grok @DavidSacks @grok Wasn’t it social capital fund iv and not him personally

Based on reports, Social Capital invested ~$62M in Groq (2017 seed + 2018 notes). With Nvidia's $20B asset deal, estimates suggest Social Capital's proceeds ~$4B, netting ~$3.94B gain after costs. Chamath, as sole partner, likely nets billions personally, though exact share isn't public. Figures are approximate from media like CNBC and VC analyses.

Chamath’s haters in absolute shambles right now. Congrats Bestie!

@DavidSacks @grok Wasn’t it social capital fund iv and not him personally

@DavidSacks @grok what is net return to social capital and net of that to chamath from this investment

@ShanuMathew93 No one is talking about the 4bn operating loss MSFT booked for their share of OpenAi. Implies ~16 bn of loss in A SINGLE QUARTER for OpenAI!

Got a ton of insights into AI capex/compute buildout from GOOGL, META, and MSFT last night. All expecting continued investments and growth. -GOOGL: FY 2025 guidance increased from $85B to $91-93B range; company expects "significant increase in CapEx" in 2026 and will remain in a "tight demand-supply environment in Q4 and 2026" despite working hard to increase capacity and improve pace of server deployments and data center construction [screenshot 1] -META: FY 2025 guidance increased from $66-72B to $70-72B range; company expects "CapEx dollar growth will be notably larger in 2026 than 2025" with expenses growing at "significantly faster percentage rate"; compute needs have "continued to expand meaningfully; Meta adopting strategy to "aggressively frontload building capacity" to be prepared for optimistic super intelligence arrival timelines (potentially few years vs 5-7+ years); investing both by building own infrastructure and contracting with third-party cloud providers [screenshots 2, 3] -MSFT: Q1 CapEx reached $34.9B with roughly 50% on short-lived assets (GPUs/CPUs) and 50% on long-lived assets incl. $11.1B finance leases for data centers; FY26 capex growth rate now expected to be "higher than FY25" as company will "increase total AI capacity by over 80% this year and roughly double total data center footprint over the next 2 years"; announced world's most powerful AI data center in Wisconsin (Fairwater) scaling to 2 gigawatts alone and deployed world's first large-scale GB300 cluster [screenshot 4]

A Swedish court has ruled that the Eritrean migrant who raped 16-year-old Meya Åberg won’t be deported because the rape didn’t last long enough. The rape took place on September 1st last year when Meya missed her bus and was walking through a pedestrian tunnel after finishing her shift at McDonald’s. Meya and her family immediately reported it to the police. The 18-year-old Eritrean migrant, named Yazied Mohamed, was sentenced to 3 years in prison for rape. Mohamed is a citizen of Eritrea, and the prosecutor sought his deportation. However, the Court of Appeal noted that the man has refugee status. Under Swedish law, deporting a refugee requires that the crime committed constitutes an “exceptionally serious offense” and that allowing them to remain in Sweden would pose a “serious threat to public order and safety.” The rape of 16-year-old Meya was not deemed serious enough to justify deportation, with the Court of Appeal citing, among other factors, the “duration” of the rape in its assessment. “Rape is, in many cases, considered an exceptionally serious offense that could lead to the deportation of a refugee, but an assessment must be made based on all circumstances in the individual case. Given the nature and duration of the offense in question, the Court of Appeal finds that while the crime is serious, it does not constitute an exceptionally serious offense that would warrant a deportation order for Yazied Mohamed. The request for deportation is therefore rejected,” the Court of Appeal for Upper Norrland wrote in its ruling.

Only in California! Newsom is blocking oil production off California’s coast from reaching their own refineries, driving gasoline prices even higher for Californians! Now, this oil production will have to be shipped elsewhere, lowering gas prices for other areas— just not for California! This is the opposite of common sense! The Trump administration is working every day to LOWER energy prices for ALL Americans!

We are alarmed by reports that Germany is on the verge of a catastrophic about-face, reversing its longstanding and principled opposition to the EU’s Chat Control proposal which, if passed, could spell the end of the right to privacy in Europe. signal.org/blog/pdfs/germ…

🚨Breaking Video🚨 Outside the Regents Park Masjid in London, Muslims knife each other in a brawl. A car is used as a weapon, bodies fly everywhere.

@RealJimChanos Kroll rates all those solar ABS for $RUN

Is this the New Century/ABX (January 2007) moment for the subprime auto loan market? IYKYK. $CVNA $CACC $ALLY

@RudyHavenstein Same KBRA that rates $RUN bonds .. lol #sunrun

"This summer, Tricolor Auto, a Texas-based subprime auto lender, was still packaging risky car loans into ABS that ratings agency KBRA stamped with AAA grades... Senior tranches now trade at 78 cents on the dollar, junior slices fetch 12 cents...AAA doesn’t mean AAA." coastaljournal.substack.com/p/2025-auto-lo…

I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and stealing from investors: hindenburgresearch.com/about-us/ I am immensely proud of that career including our work on Nikola Motors referenced in the interview. Trevor Milton is a convicted fraudster held criminally responsible for the incineration of hundreds of millions of dollars in retail investors’ hard-earned money. As should be unsurprising, Milton in this interview seems to just fabricate key events and information out of thin air – unfortunately with zero critical questioning or pushback from Tucker. For starters, contrary to Trevor Milton’s implications that his prosecution was some sort of Biden administration conspiracy, conveniently neither Milton nor Tucker share that the investigation into Milton was started and disclosed in September 2020 – under the first TRUMP administration and well before the 2020 election. There were numerous inaccuracies throughout the interview. The claim that Hindenburg paid employees for inside information is patently absurd. The key whistleblower discussed in the interview was only briefly a contractor for Milton. He was so horrified by what he viewed as Milton’s repeated false claims that he did a tremendous amount of research on his own, unraveling numerous additional suspected lies that Milton peddled to the investing public. Further, Hindenburg didn’t “coordinate” anything with media or the DoJ. Such entities ran their own investigations for their own purposes unconnected to us. There was ample evidence that Milton misstated numerous aspects of his business, as the company itself later acknowledged. It would take hours to write about all the other absurdities, half-truths, innuendos and false statements in this interview but in the interest of correcting some of the record, here’s a handful: - Milton waxes on about his pardon, but no one mentioned that Milton’s lawyer was Brad Bondi—the brother of AG Pam Bondi. Nor did anyone mention that Milton donated $900 thousand to Trump in October 2024, less than a month before the recent election—strategically timed well after his criminal conviction and immediately prior to the presidential election. Trump acknowledged he had never heard of Milton before being asked to pardon him but relied on others for the recommendation. - Milton failed to mention that immediately prior to his resignation from his company, beyond the extensive allegations of fraud, he was also publicly accused of multiple instances of sexual assault, including by his own cousin, who went on-the-record with her allegations. - I can only wonder what kind of investigation Tucker undertook of the fraud allegations against Milton before having him on. Milton literally video-taped a truck rolling down a hill implying that it was driving under its own power. He also went up on stage and said a truck that didn’t work “fully functions and works.” - Waxing poetic about hydrogen in the interview echoes Nikola’s lies to retail investors that it successfully produced hydrogen at a cost ~81% lower than anyone on earth, a feat that would have upended the entire energy industry had it been remotely true. Nikola’s head of hydrogen production, presumably in charge of this world-changing scientific breakthrough, turned out to be Milton’s own brother, who had no scientific background and previously did odd construction jobs in Hawaii. - These weren’t one-off misstatements—there were dozens of examples like these. As the DoJ said – and proved in court – Milton “made false claims regarding nearly all aspects of Nikola’s business.” The company itself admitted to many of these false statements, agreed to a $125 million fine, and won an arbitration against Milton holding him personally liable for his conduct. - Milton claimed that Hindenburg made $30m-$100m on our Nikola investment—this isn’t even close (we made a fraction of that). Trevor seems to just be making these numbers up out of thin air. Hilariously, Tucker opened by suggesting that short selling was illegal until 2007, a claim that is completely false. After confirming that he knows nothing about the subject, he went on to suggest that short selling should be criminalized outright. Short selling has existed for hundreds of years, and for good reason. Short sellers play a critical role in the functioning of healthy markets, similar to the role of investigative journalists, (which I presume Tucker considers himself akin to). Most companies are a force for good and economic growth. However, some companies lie and engage in fraud. Short sellers have exposed nearly every major corporate fraud in the past several decades because just as there is an economic incentive for identifying the good companies, there is also an economic model for identifying the scams. This is how free markets and free speech works—helping weed out the bad companies and those stealing from investors so good companies have more room to thrive. Claiming to be a free speech advocate while casually advocating for the imprisonment of anyone who dares to speak critically about public companies is a contradiction of the highest order. In short, Tucker, I highly suggest you actually vet the people you welcome onto your platform. If you find yourself staring, mouth agape at your interviewee, repeatedly saying “Wow! This is unbelievable!” it may in fact be because it’s unbelievable. You reach a lot of people and this one was an avoidable miss. Good day.

@dampedspring Turkish lira

When do you buy this thing? Down 20% since 5/2/2025. Man talk about key man risk.

10 Elon Musk Quotes on Autonomy 2016: “I really consider autonomous driving a solved problem. I think we are probably less than two years away.” 2017: “Our goal is… we’ll try to do a demonstration drive of full autonomy from LA to New York… without the need for a single touch, including the charger.” (Claimed it would happen by end of 2017.) 2019: “By the middle of next year, we’ll have over a million Tesla cars on the road with full self-driving hardware, feature complete.” 2019: “Next year, for sure, we’ll have over a million robotaxis on the road.” 2019: “You’ll be able to add your car to the Tesla Network and have it generate income for you while you’re at work or on vacation, and it will generate up to $30,000 a year in profit.” 2020: “I’m extremely confident that Tesla will have level 5 - that’s full self-driving - this year.” 2020: “I remain confident that we will have the basic functionality for level 5 autonomy complete this year.” 2021: “I would be shocked if we do not achieve full self-driving safer than a human this year. I would be shocked.” 2022: “I think we’ll achieve full self-driving this year - with data and safety vastly exceeding the average human driver.” 2023: “I’m very confident - maybe wrong - but I think we’ll solve FSD this year.” I can’t think of a more untrustworthy person.

3 years ago, MW published a report on $RUN that laid bare how it systematically grifts the U.S. Treasury out of tax revenue. A recent animated video explains how RUN, $NOVA & other resi solar companies have cheated the U.S. out of an estimated $50 Billion!!! This video is well worth a watch m.youtube.com/watch?v=aVSp9Z…