Tmag
9.5K posts

Tmag
@themis_mag
#BTC #TSLA Investor. Real estate Developer. "Love of money and nothing else will ruin Sparta." -Pythia
Katılım Ekim 2015
90 Takip Edilen599 Takipçiler

Joe Rogan just took time out of his podcast to express genuine concern for his friend Theo Von.
He admitted that some of Von’s recent behavior after getting on SSRIs “freaks me out” — especially his comments about suicide.
ROGAN: “Theo Von’s going through the exact same thing and last time he was on the podcast he was explaining it to me.”
“It freaks me out because I know Theo has had conversations before...like even publicly.”
“He had a Netflix taping and it didn’t go well. It was like they actually never...they shelved it. They never used it.”
“And you know there was all these stories from people that were there saying he bombed. I think he just had a kind of a breakdown.”
“And when he was talking to the crowd and there’s a video of it, he said, you know, the people were saying, hey, we still love you.”
“He goes, thank you. Look, I’m just I’m trying not to take my own life.”
“And like you hear stuff like that and you just go like, oh, Jesus Christ.”
“I’ve known too many people that I didn’t think were going to kill themselves and then did.”
“And then he goes down these spirals where he starts talking about world events and freaking out. I’m like, oh, Jesus Christ! Like, I got to help this dude.”
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Come demo drive Cybertruck. You may find you love it
tesla.com/drive?redirect…
Wes@wmorrill3
@elonmusk Couldn't agree more. Smooth on FSD roadtrips. SbW and rear-steer makes manual driving easy in comfort mode and fun in sport mode. Impressively capable off-road. Toughness on the outside so I never have to worry and just looks awesome.
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@GoticSoledad Seen him two times! The one with Nevermore was one of the best concerts i have ever seen in my life. One of my favorite metal artists where i still listen to his music and always will! 🖤
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@autoxrator I am available at providing kids if needed preferably to northern girls!
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I trust this.
Elon had always retail shareholders' back.
Loyalty deserves loyalty.
This goes both ways.
Elon Musk@elonmusk
I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla. Loyalty deserves loyalty.
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@earthcurated @DiogenisSinopis The tree the Christ cried. All actions have their meaning
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Tmag retweetledi

Tesla SHOULD NOT merge with SpaceXAI!
The main reason given for Tesla not merging with SpaceXAI is goes something like: "Robotaxi hasn't ramped yet. Tesla stock could 5X. I'm here for the ramp. Optimus hasn't ramped either. Tesla could 10x. Let's give it a few years. I don't want to give my upside to SpaceXAI shareholders who just enjoyed a 4.4X since last summer."
On its surface, this is a sound argument. I share these sentiments.
Who could argue with that?
I will.
(I'm capable of holding two opposing thoughts in my mind at the same time).
AI waits for no one
First, have you seen how fast AI is moving?
How durable is Tesla's Robotaxi moat? Honest answer: I believe it's strong, but we just don't know.
How durable is Tesla's Optimus moat? Honest answer: I believe Tesla is extremely well positioned, but again, we just don't know.
So no one has the luxury of waiting a few years to see how things play out in this space.
The good news is that Elon has always been good at seeing the next steps ahead and positioning his companies well before most.
Robotaxi Ramp Issues
What happens to the Robotaxi ramp if Federal autonomous legislation doesn't come?
What happens if Federal autonomous legislation is terrible?
Or, perhaps the legislation is favorable, but think about what could happen to the Robotaxi ramp if Elon can't get enough chips to build millions Cybercabs or build tens/hundreds of millions of Optimi.
Being chip constrained would materially harm the present value of Tesla if Robotaxi and Optimus can't scale beyond a certain point.
Sure the cash flow pours in on the first 10 million Robotaxis, but investors would say: "We're going to give this company a low P/E because their growth is capped. They should have thought ahead and invested in semiconductor capacity. This business can't scale."
What does Tesla need SpaceXAI for?
1) Capital - fresh off an IPO SpaceXAI will be flush with cash.
2) Starlink for low-cost global connectivity to cars, Semi and Optimus.
3) Grok is the interface for Robotaxi (so you can speak to the car).
4) Grok is the brain/voice of Optimus.
5) Orbital AI data centers are needed for training & inference for Robotaxi, Optimus and Digital Optimus.
6) Semiconductors from Terafab - a joint project between Tesla and SpaceX (Tesla can't self-fund this).
7) SpaceX's material science expertise.
Sharing the Wealth with SpaceXAI
Okay, so if Tesla isn't merged with SpaceXAI, how much will Tesla have to pay SpaceXAI for all of the above?
- What portion of Robotaxi revenue goes to SpaceXAI?
- What portion of Optimus revenue goes to SpaceXAI?
Tesla may have to pay SpaceXAI a slice of the economics from Robotaxi and Optimus.
That could mean SpaceXAI collects money every time:
- a Robotaxi mile is driven,
- an Optimus unit uses Grok,
- a vehicle connects through Starlink,
- Tesla uses orbital data centers,
- or Tesla runs fleet-level inference.
So Tesla shareholders may think they are avoiding dilution by rejecting a merger. But they may simply be choosing a different kind of dilution: permanent economic leakage.
Instead of giving SpaceXAI shareholders ownership upfront, Tesla may end up paying SpaceXAI forever.
Pick your poison carefully!
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Tmag retweetledi

Look at us! We hope you forget that we are a lying, manipulative couple who tried to destroy a man’s life.
Pop Crave@PopCrave
Ryan Reynolds and Blake Lively look adorable in new selfie.
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@O84473Skipion Την επόμενη τρύπα το να μαυρίσει και μέσα για σιγουριά επίσης θα το συνόδευα με λίγο αφρό πυροσβεστήρα. Χρυσοχέρης!
Ελληνικά

@HomerPavlos @DiogenisSinopis She used to hate Greece back in 2012 when she was in Fox news
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Tmag retweetledi
Tmag retweetledi

@kalbursamantr I had the amstrand 6128 amiga was more pro and more expensive!
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@ChekasG @GiannisGreco Το ότι συνέβησαν τέτοια περιστατικά κατά το παρελθόν κανείς δεν το αρνείται. Το να χρησιμοποιούνται τέτοιες πρακτικές μεσαίωνα στην εποχή μας όμως μόνο γέλιο δεν προκαλεί παρά θλίψη, πόσο μάλλον δε όταν οι πρακτικές χρησιμοποιούνται απο πρόσωπα που καθορίζουν τις τύχες μας.
Ελληνικά

@themis_mag @GiannisGreco Ναι έπεσα από τα σύννεφα, δεν πίστευα πως η άρχουσα τάξη έκανε όργια, αυτό δεν έχει συμβεί ΠΟΤΕ στην ανθρώπινη ιστορία, ο Τιβέριος δεν έβαζε βρέφη να τον πεοθηλάζουν, ο Βαρώνος ντε Ριέ δεν βιάζε αγοράκια, Ντε ο Μαρκήσιος ντε Σάντ δεν έβγαζε βίτσια. Οι Τράμπ-Έπστειν τα ξεκίνησαν😂
Ελληνικά

Tο βιντεο που #ΠΟΤΕ Δεν Πρεπει να Ξεχνας ‼️‼️
🎯#Μασονια... τα Τρια 6αρια 🎯 ‼️
Για να Μαθαινουν οι Νεοι και να Θυμουνται οι Παλιοι
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#φιλοι #ακολουθοι #highlight #κλεομενης
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