Pete Raf

@munster_gene @wholemars Waymo has ~3000 cars. Tesla can produce it in a few days. The only hurdle is a regulatory.

$GOOG Waymo, now over 500k rides a week, more than doubling year over year. Growth has been consistently doubling off of higher numbers. I estimate $TSLA Robotaxi around 50k rides per week, and still in a great position to catch Waymo over the next few years. The crazy part is that self driving ride sharing is still only 1.5% of total ride sharing miles.

@YinYangTurbo @alojoh I think it is natural for a founder and a visionary to try to have as much influence in the direction where the company is going. And the way to have bigger influence is to have a bigger voting power.

@pete_raf @alojoh I'm not sure I understand then. Is this a discussion about morality?

Elon: "I feel like I need to have something like a 25% vote, which is enough of a vote to have a strong influence, but not so much of a vote that I can't be fired if I go insane." Why 100% control? x.com/Kalshi/status/…

@teslayoda "Hi, Tesla here. The stock has only been flat for last 5 years. It's within the spec, even though S&P500 is up 70% in the same period"

I’m still on hold with Tesla.

@YinYangTurbo @alojoh Everything you said are valid points. But this has little to do with Musk wanting as much voting power in his companies as he could get. This was the original debate

The issue is that his success in increasing perceived value of the stock price has significantly exceeded his success in making the company more valuable than competitors. The company trades at a very high multiple to current earnings compared to other companies that also produce good EV's, FSD, and humanoid robots. To add some more context: Tesla is still is a great company with a great product. But not so great to justify its earnings multiple, especially since there are viable competitors producing: * Much better batteries * Slightly inferior FSD * Comparable EVs * Comparable or perhaps better humanoids

Great. And you, by selling your shares, are exercising your rights based on your opinions, hence providing signal to the market. We are all in some kind of bubble or another. Analysts who think TSLA is a $20 dollar stock would say that you are in a bubble thinking is a $50 dollar stock.

@pete_raf Nope but I'll leave you in your bubble. I learned my lesson. Not worth my time tbh.

Great. And you, by selling your shares, are exercising your rights based on your opinions, hence providing signal to the market. We are all in some kind of bubble or another. Analysts who think TSLA is a $20 dollar stock would say that you are in a bubble thinking is a $50 dollar stock.

@MarkJCarney I would gladly invest in Canada fund if jobs offered by the government didn’t explicitly prohibit me, a white guy, from applying for most of them So thanks for the offer, I will keep on investing in companies and governments that don’t discriminate in their hiring process based on the gender and skin colour.

@tesla FSD saves little bunny’s life. I did not see it running across the street, but the computer did. Tesla FSD is the real deal. Many animal and human lives will be saved, and we won’t even know it.

@SawyerMerritt Thanks Sawyer. I am getting it!!!

A lot more Tesla owners are now getting FSD V14.3.2. Check your app for any updates!

@SawyerMerritt Nav, by far

If you use any version of FSD (Supervised) V14, what is the most common reason you disengage (even if it’s rare)?

@yunta_tsai @lucaatalla @Tesla_AI Send latest FSD to Canada, pls. I am checking my app constantly

@lucaatalla @Tesla_AI Noted.

Suggestion to @Tesla_AI @yunta_tsai: Add navigation to the options. I suspect it will be the largest bucket now.

@EvanLSolomon You really like the word “inclusive”

Canada is choosing to lead in AI, not just by building new technology, but by building it responsibly, inclusively, and with people at the centre. This morning, I joined NHM Connect and QueerTech to celebrate the innovators helping make Canada’s tech sector more inclusive, more representative, and more ambitious. That’s how we build a stronger Canada. 🇨🇦 Le Canada a choisi d'être un leader dans le domaine de l’IA, non seulement en développant de nouvelles technologies, mais aussi en le faisant de manière responsable, inclusive et en plaçant les personnes au cœur de ses préoccupations. Ce matin, je me suis joint à NHM Connect et à QueerTech pour rendre hommage aux innovateurs qui contribuent à rendre le secteur technologique canadien plus inclusif, plus représentatif et plus ambitieux. C’est ainsi que nous bâtissons un Canada plus fort.

@EvanLSolomon What does Germany know about AI?

Cohere and Aleph Alpha are joining forces to build a leading sovereign AI platform, anchored in Canada and strengthened by Germany. This is an important moment for Canada, Germany, and democratic countries that want trusted AI options built with our values, our workers, our IP, and our data in mind. Sovereignty is not solitude. It means building with trusted partners, from a position of strength. 🇨🇦🇩🇪 Cohere et Aleph Alpha unissent leurs forces pour bâtir une plateforme d’IA souveraine, ancrée au Canada et renforcée par l’Allemagne. Il s’agit d’un moment crucial pour le Canada, l’Allemagne et les pays démocratiques qui souhaitent disposer de solutions d’IA de confiance, conçues dans le respect de nos valeurs, de nos travailleurs, de notre propriété intellectuelle et de nos données. La souveraineté n’est pas synonyme d’isolement. Elle consiste à construire avec des partenaires de confiance, en s’appuyant sur une position de force.

@stephen_taylor Smart. Wokeness is crippling Canadian economy. DEI over merit will never bring positive results.

Every time Evan Solomon speaks I move more Canadian dollars into the American market.