vatsvana 🇺🇸

It's Aug 2024. Time will tell, but with $GOOGL Waymo One advancements and being the only operational robotaxi provider Downtown Phoenix, LA and SFO, I can predict the following. $GOOGL will infuse cash in Waymo more and make an acquisition of a major Auto OEM.

@yxinsights Well, Not quite. Apple silicon has been influential to later versions of iPhone (>6), Airpods, Apple TV, iPad Pro, Services business model (>$240B), biz model innovations etc. Wall street doesn't easily provide the valuation it does without reason.

$AAPL Apple has not made anything revolutionary since Steve Jobs. But its stock price has more than tripled the S&P 500 returns since 2019. A 680% return in less than 7 years is incredible by anyone’s standard.

@PRABHATS2205 @dmuthuk @DeepikaBhardwaj Not just Tamilians than also Americans. Arnold Schwarzenegger and Ronald REagen were elected here too..To vote for an actor you need one oif the two a) Be angry with incumbent old school parties b) Be less angry with the actor, if not love him/her.

For people outside Tamil Nadu, you don't understand the enormity of what happened in the state today. Nobody, not even MGR, at such a short period has got the kind of mandate which Vijay has got. It is very easy to say Tamil Nadu vote for cinema Hereos. Since independence, only two cinema hereos, MGR and Vijay has got this kind of acceptance among people. Legends like Sivaji Ganesan and many others were not able to convert their popularity into votes. Honestly I don't know why people have given such a huge mandate to Vijay. I never knew he had such a support among people. It is a change which is not catching attention. Only two dravidian parties have been ruling Tamil Nadu for last 6 decades. For the first time, a non dravidian party has come to power. Every Chief Minister so far had their roots in dravidian movement. Vijay comes with no political roots. Unlike his predecessors, he was not MLA, MP, Minister, Mayor or anything. He is directly becoming Chief Minister. I understand West Bengal getting all the attention today. But what has happened in Tamil Nadu is unbelievable. Atleast in West Bengal, people saw it coming. Almost no one saw it coming in Tamil Nadu.

@dmuthuk Not that I endorse any party, there is a theoretical low probability of alliance between DMK/ADMK which can bring them back to power.

@NickGibbsIAG Predicting a gutsy $400 when $TSLA is at $393? wow!

Why Tom Lee and Warren Buffett are Wrong & $TSLA to $400+

@MadridXtra It's not football as a game. It's more the psychology of any given game being treated as entertainment transaction for 90 minutes from a point of view of fans. Players have a continuum in their minds of their performances while fans are transactional. @Camavinga We r w/ u 💛

🗣️ Eduardo Camavinga: “Football is an ungrateful game. You can play ten great games, and people will forget all of it if you have one bad game where you make a mistake.”

@teslaownersSV The so called long games are for private cos. If you are raising money from the public, there is a fiduciary duty. No 'long game' survived public market scrutiny every Q, certainly not breaking rocks in Mars. Don't get confused by your or my liking of Elon Musk with investing😂

Elon Musk is playing a long game most people don’t think about. The idea lines up with the Kardashev scale. Not just improving life on Earth, but increasing how much energy humanity can use and control over time. Tesla, SpaceX and Starlink all fit into that direction. Energy, transport and connectivity are the foundation layers if you’re thinking beyond a single planet. It sounds far off, but the early pieces are already in motion.

@Enezator Thisiis scam. No one solves an already solved cube. scramble it and try, it will not work. @CommunityNotes

Rubik’s Cube solving method

@elonmusk True. But you should pursue that as a private company not public. Why would investor pay to break rocks in Mars ? I know you tried to pull a 420 Funding secured, but most people didn't get it... How many of your children or close family will you send to Mars? #Hypocrisy

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@MatthewBerman Curious if it has front camera and FSD feature/capability wise, its the same as the latest Model Y?

my parents bought a tesla model 3 and there's nothing else like it. the most astonishing capability is self-driving. their tesla can drive them from their driveway to their destination, including parking in a busy parking lot, without disengaging once. comparing Tesla's self-driving to other automakers is like comparing an iPhone 17 to one of those grey brick phones from the 80s. it's kind of embarrassing. a week before they bought the tesla, my dad told me he didn't think he'd be driving much longer since he's pretty old. the tesla just extended his independence by years. feeling grateful for all tesla has done.

Sabrina Gonzalez Pasterski: the 'next Einstein' forging her own path in physics. Meet Sabrina Gonzalez Pasterski, the theoretical physicist often hailed as the modern successor to Albert Einstein. Her remarkable journey started early—at age 14, she built and flew her own single-engine airplane, showcasing the ingenuity that would define her career. She graduated top of her class from MIT with a perfect 5.0 GPA, becoming the first woman to achieve that honor in physics. She then earned her PhD from Harvard, where her pioneering work on the "spin memory effect" in gravitational waves drew citations from Stephen Hawking himself. Her brilliance attracted major offers, including an unsolicited assistant professorship from Brown University reportedly worth $1.1 million. Pasterski turned it down, along with opportunities from NASA and Jeff Bezos' Blue Origin, choosing instead to pursue unrestricted research aligned with her deepest passions. In 2021, she joined the Perimeter Institute for Theoretical Physics in Canada as one of its youngest faculty members. Today, as founder and principal investigator of the Celestial Holography Initiative, she leads cutting-edge efforts to unify quantum mechanics and gravity by exploring the idea that our universe could be encoded as a hologram—bridging spacetime and quantum theory in ways that have eluded generations of scientists. Unlike past giants who worked in isolation, Pasterski embraces modern tools, sharing her insights via digital platforms to inspire a wider audience. Her story proves that true genius thrives not on prestige or wealth, but on bold curiosity and the courage to chart an independent course toward unlocking the universe's deepest secrets. [Harker, J. (2026). Next Albert Einstein is 32-year-old woman who turned down $1.1m offer from university. UNILAD]

@DanBTC916 The merger with Space X will not materialize for more than one reason.

$TSLA has completed Wyckoff Distribution. April lows should be the bottom for TSLA. Price/volume dynamics improved since the lows which shows seller exhaustion has been reached. Now the market has to deal with SpaceX IPO and merger uncertainty. Wyckoff Accumulation phase could take a while with capped upside up to SpaceX market cap.

@mitchdeg Simple question - As the technology was progressing to 14.3.x (I agree its good and working), why wasn't parallel effort made to make the operational infra ready ? Are we saying the Elon slipped on this obvious dependency ? The smartest man? Begs a question...

In fact, the deployment of Tesla robotaxis is slow, and there would currently be only 26 fully autonomous units. Could this be a sign of an inherent problem? Let’s be logical and pragmatic. It is clear that the technology Tesla has deployed for its autonomous driving (AI), combined with the hardware it is capable of mass-producing at the best costs, makes its robotaxi solution inherently far more scalable and economical than Waymo’s. The only theoretical question is simply whether it actually works from a technological standpoint. Since the technology is already working for 26 cars today, and there is inherently no need for hard-coded mapping like with Waymo, I see no intrinsic constraint that would prevent it from working everywhere. This is especially true given that, overall, there have already been 10 billion miles driven with FSD, with far fewer incidents than if those miles had been driven by humans. My conclusion is therefore simple: Tesla is taking its time to calmly put all the necessary operational infrastructure in place, but the technology itself is in no way the problem. The « slowly then all at once » will definetly occur, one day, and the robotaxi value will soon be unlocked.

@wholemars Enron had multiple such left hand right hand deals. All they had to do was ask the left hand to purchase from the right hand. Revenue booked, Wall street targets met. As a Tesla investor, I'd much rather not have Tesla Tesla sell to any Elon companies to avoid scrutiny.

Yes, did you expect them to buy inferior products from competitors? If SpaceX needs vehicles or battery packs... who did you think they were going to buy them from?

My experience as a former CEO is that CapEx budgets start the year high with management’s best intentions to spend them, but then rarely get fully spent. As a former sell side analyst, I’ve observed that most companies don’t spend their full CapEx budgets. Among the big 4 hyper scalers ( $GOOG $MSFT $META $AMZN) all except AMZN spent less in 1Q CapEx than WS expectations, and 1Q actuals were far lower than 1/4 of their current FY2026 CapEx budgets. While I appreciate we’re in the early stages of an AI arms race, I also understand CEO and CFO human nature is to budget conservatively (and then beat), and convince their boards they are doing all they can to invest competitively in the AI arms race. As we get into 2H, I fully expect boards to revisit the ROIs on actual AI investments, and scale back if returns are below the companies’ cost of capital.

I remember other AV experts claiming you need LiDAR to see the “invisible” because photons from nature were too weak to be “seen”. It turns out you just need a better brain.

@elonmusk You should hire Sundar Pichai. Seriously!

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@MatthewBerman @dwarkesh_sp was more assertive than required during the Jensen interview. All said, we do need interviewers like Dwarkesh. He does his homework and not afraid to to ask the tough qs. I really liked this interview, put Jensen on the defensive many times.

I'll leave this here

@wholemars 6/ so in 2036, wake me up for a Tesla merger, but then by that time $TSLA will be > $10T in vale, so good luck for the science projects to catch up and hope for merger of equals 🤣🤣. "Equals" - Sure, Space X science projects and $TSLA are equals..🤣🤣

@wholemars 5/ For Space X to get to $5T in valuation, it will be another 10 years at least assume intercontinental goods/people transport. Starlink alone wont get them there.

Who is saying that there needs to be a merger right now? It would be impossible to merger two trillion dollar publicly traded companies quickly. It would be the largest merger in history. Both companies will be fine on their own. But look at what they’re both spending on compute. Look at the synergies between xAI and Tesla. The space based data centers plan. The terafab project. The capital SpaceX is about to raise in their IPO. It just makes too much sense. And if you think there’s no disagreement, you haven’t been paying attention. Lots of people are concerned about the merger happening “at a good price” for Tesla. They haven’t yet realized that the two companies can do an all stock merger, and they will be worth more together than they are as separate entities. People tweet the dumbest shit every day. Rolling up these companies is not an alternative to scaling Robotaxis. Rolling these companies up is how they compete with Google, OpenAI, and Anthropic in AGI and real world AI. It’s so obvious, but almost no one sees it coming. Robotaxis, Starlink, and space based data centers will be the cash cows that fund the AGI capex. Remember those emails from the early days of OpenAI where Elon talked about rolling up OpenAI into Tesla, which would be the cash cow and fund their research? Let’s just say he didn’t forget that idea.