Bobby Downes

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Bobby Downes

Bobby Downes

@bobbydownes

Film Producer & Strategist @movies | Metabolic Health | Snow Skiing | @AirBNB SuperHost | @Tesla | B.S./M.S. Agriculture Science | Alumni @CalPoly 🇺🇸

Nashville, TN เข้าร่วม Nisan 2009
7.5K กำลังติดตาม35.2K ผู้ติดตาม
Bobby Downes
Bobby Downes@bobbydownes·
@rhensing @SpaceX I think SpaceX would have a hard time delivering clear video and images from that distance.
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Ælectric Cybersolarfarmer
Bruh. Why is this NASA coverage of the moon so terrible? I feel like in 2026 we should be able to manage an HD continuous livestream using lasers and Starlink or something? This has to be driving the @SpaceX team absolutely nuts. Can’t wait for Starship to land on the moon autonomously soon and sending us HD video the whole way.
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Bobby Downes
Bobby Downes@bobbydownes·
Sawyer Merritt@SawyerMerritt

Morgan Stanley's Andrew Percoco in new $TSLA note: "We now forecast 1.6M vehicle deliveries in 2026 vs. 1.58M previously. Beyond 2026, we expect auto demand to reaccelerate (mid-teens volume delivery CAGR from 2026-2030) supported by the combination of new model launches (potential variant of Cybertruck and Model YL) and improvements in FSD. Energy deployments came in at 8.8 GWh vs. 14.4 GWh cons. While this missed consensus expectations by 40%, the energy storage market (particularly large grid-scale storage, which makes up ~95%+ of Tesla's ESS volume) is inherently lumpy given ever-changing project timelines (due to permits, labor, interconnect approval, etc.). As such, we think it's far too early to call this quarter's results a trend, and expect demand to remain relatively robust, due to improving unit economics for utility-scale ESS and growing demand from data center customers. TSLA's ability to scale the unsupervised robotaxi fleet is the most important catalyst for the stock this year. Each incremental mile driven by the robotaxi fleet accelerates learning for personal FSD, which supports higher FSD attach rates and re-accelerates auto demand, improving FCF generation. To that end, we expect the stock to trade in close correlation to progress in the scaling of the unsupervised robotaxi fleet in Austin and the seven incremental city launches expected by the end of June (see our recent report: Tesla Inc: Unlocking the Robotaxi Flywheel), particularly in light of potential upside to capex in 2026 and 2027 as Tesla invests in solar and chip manufacturing (not in the >$20bn capex guide this year)." $TSLA price target unchanged at $415.

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Jimmy
Jimmy@M44_1RJ·
Just so y’all know - no one is selling — it is all naked selling prearranged ahead of the JPM downgrade. Look at my $TSLA chart: when the stock was at $367, the chart was calling for a “low $350s dip”!! How? Why?! I’m one step ahead of those bastards 94% of the time — trust the process!! I will f*k em all up for you — be patient and stay with me!!! Stand by me! 👀🎯🫶 Sincerely! King of Algos! 🍆
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Bobby Downes
Bobby Downes@bobbydownes·
@levelsio I’ve loved Ives products from the start. But he is simply wrong about touch screen.
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@levelsio
@levelsio@levelsio·
There has to be some word for this concept It's why designers from tech who design touchscreens like Jony Ive won't put a touch screen in a car but use real knobs Or why programmers don't actually like smart homes and smart appliances at all but want things analog Or why tech people raise their kids without mobile devices Like knowing things so well from inside of it (tech) that you choose to NOT use it because you know the negatives that come with it in specific contexts
Top Gear@BBC_TopGear

"A large touchscreen doesn't work in a car": Sir Jony Ive on designing the Ferrari Luce's interior ➡️ top-gear.visitlink.me/yTpZer

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Bobby Downes
Bobby Downes@bobbydownes·
Saw a similar situation at another family office I worked with for 6 years. Those terminated sued the family. I couldn’t believe the employees who did that. The family was so gracious and nice. But as we understand, there are people who take advantage of kind and gracious people. I learned so much being in a billionaire family vortex. God’s ability to redeem is always greater than man’s ability to harm.
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Bill Ackman
Bill Ackman@BillAckman·
I am reaching out to the @X community for advice with the likely risk of sharing TMI. I have been sufficiently upset about the whole matter that I have lost sleep thinking about it and I am hoping that this post will enable me to get this matter off my chest. By way of background, I started a family office called TABLE about 15 years ago and hired a friend who had previously managed a family office, and years earlier, had been my personal accountant. She is someone that I trusted implicitly and consider to be a good person. The office started small, but over the last decade, the number of personnel and the cost of the office grew massively. The growth was entirely on the operational side as the investment team has remained tiny. While my investment portfolio grew substantially, the investments I had made were almost entirely passive and TABLE simply needed to account for them and meet capital calls as they came in. While TABLE purchased additional software and other systems that were supposed to improve productivity, the team kept increasing in size at a rapid rate, and the expenses continued to grow even faster. While I would periodically question the growing expenses and high staff turnover, I stayed uninvolved with the office other than a once-a-year meeting when I briefly reviewed the operations and the financials and determined bonus compensation for the President and the CFO. I spent no time with any of the other employees or the operations. The whole idea behind TABLE was that it would handle everything other than my day job so that I would have more time for my job and my family. Over the last six years, expenses ballooned even further, employee turnover accelerated, and I became concerned that all was not well at TABLE. It was time for me to take a look at what was going on. Nearly four years ago, I recruited my nephew who had recently graduated from Harvard and put him to work at Bremont, a British watchmaker, one of my only active personal investments to figure out the issues at the company and ultimately assist in executing a turnaround. He did a superb job. When he returned from the UK late last year after a few years at Bremont, I asked him to help me figure out what was going on with TABLE. When I explained to TABLE’s president what he would be doing, she became incredibly defensive, which naturally made me more concerned. My nephew went to work by first meeting with each employee to understand their roles at the company and to learn from them what ideas they had on how things could be improved. He got an earful. Our first step in helping to turn around TABLE was a reduction in force including the president and about a third of the team, retaining excellent talent that had been desperate for new leadership. Now here is where I need your advice. All but one of the employees who were terminated acted professionally and were gracious on the way out (excluding the president who had a notice period in her contract, is currently still being paid, and with whom I have not yet had a discussion). The highest compensated terminated employee other than the president, an in-house lawyer (let’s call her Ronda), told us that three months of severance was not enough and demanded two years’ severance despite having worked at the company for only two and one half years. When I learned of Ronda's request for severance, I offered to speak with her to understand what she was thinking, but she refused to do so. A few days ago, we received a threatening letter from a Silicon Valley law firm. In the letter, Ronda’s counsel suggests that her termination is part of longstanding issues of ‘harassment and gender discrimination’ – an interesting claim in light of the fact that Ronda was in charge of workplace compliance – and that her termination was due to: “unlawful, retaliatory, and harmful conduct directed towards her. Both [Ronda] and I [Ronda’s lawyer] have spoken with you about [Ronda’s] view of what a reasonable resolution would include given the circumstances. Thus far, TABLE has refused to provide any substantive response. This letter provides the last opportunity to reach a satisfactory agreement. If we cannot do so, [Ronda] will seek all appropriate relief in a court of competent jurisdiction.” The letter goes on to explain the basis for the “unsafe work environment” claim at TABLE: “In early 2026, Pershing Square’s founder Bill Ackman installed his nephew in an unidentified role at TABLE, Ackman’s family office. [His nephew]—whose only work experience had been for TABLE where he was seconded abroad for the last four years to a UK watch company held by Ackman—began appearing at TABLE’s offices and conducting interviews of employees without a clear explanation of his role or the purposes of these interviews. During this period, he made a series of inappropriate and genderbased [sic] comments to multiple employees that created an unsafe work environment. Among other things, [his nephew] made remarks about female employees’ ages (“Tell me you are nowhere near 40”), physical appearance (“Your body does not look like you have kids”), as well as intrusive questions about family planning and sexual orientation (“Who carried your son? Who will carry your next child?”). These incidents were reported to senior leadership at TABLE and Pershing Square. Rather than being addressed appropriately, the response from senior management reflected, at best, willful blindness to the inappropriateness of [his nephew]’s remarks and, at worst, tacit endorsement.” The above allegations about my nephew had previously been brought to my attention by TABLE’s president when they occurred. When I learned of them, I told the president that I would speak to him directly and encouraged her to arrange for him to get workplace sensitivity training. The president assured me that she would do so. When I spoke to my nephew, he explained what he actually had said and how his actual remarks had been received, not at all as alleged in the legal letter from Ronda’s counsel. I have also spoken to others at the lunch table who confirmed his description of the facts. In any case, he meant no harm, was simply trying to build rapport with other employees, and no one, as far as I understand, was offended. Ironically, Ronda claims in her legal letter that TABLE didn’t take HR compliance seriously, yet Ronda was in charge of HR compliance at TABLE and the person who gave my nephew his workplace sensitivity training after the alleged incidents. In any case, Ronda, as head of compliance, should have kept a record or raised an alarm if indeed there was pervasive harassment or other such problems at the company, and there is no evidence whatsoever that this is true. So why does Ronda believe she can get me to pay her nearly $2 million, i.e., two years of severance, nearly one year of severance for each of her years at the company? Well, here is where some more background would be helpful. Over the last two months, I have been consumed with a major family medical issue – one of my older daughters had a massive brain hemorrhage on February 5th and has since been making progress on her recovery – and I am in the midst of a major transaction for my company which I am executing from a hospital room office next to her . While the latter business matter is publicly known, the details of my daughter’s situation are only known to Ronda because of her role at our family office. Now, let’s get back to the subject at hand. Unfortunately, while New York and many other states have employment-at-will, there has emerged an industry of lawyers who make a living from bringing fake gender, race, LGBTQ and other discrimination employment claims in order to extract larger severance payments for terminated employees, and it needs to stop. The fake claim system succeeds because it costs little to have a lawyer send a threatening letter and nearly all of the lawyers in this field work on contingency so there is no or minimal cash cost to bring a claim. And inevitably, nearly 100% of these claims are settled because the public relations and legal costs of defending them exceed the dollar cost of the settlement. The claims are nearly always settled with a confidentiality agreement where the employee who asserts the fake claims remains anonymous and as a result, there is no reputational cost to bringing false claims. The consequences of this sleazy system (let’s call it ‘the System’) are the increased costs of doing business which is a tax on the economy and society. There are other more serious problems due to the System. Unfortunately, the existence of an industry of plaintiff firms and terminated employees willing to make these claims makes it riskier for companies to hire employees from a protected class, i.e., LGBTQ, seniors, women, people of color etc. because it is that much more reputationally damaging and expensive to be accused of racism, sexism, and/or intolerance for sexual diversity than for firing a white male as juries generally have less sympathy for white males. The System therefore increases the risk of discrimination rather than reducing it, and the people bringing these fake claims are thereby causing enormous harm to the other members of these protected classes. So what happened here? Ronda was vastly overpaid and overqualified for the job that she did at TABLE. She was paid $1.05 million plus benefits last year for her work which was largely comprised of filling out subscription agreements and overseeing an outside law firm on closing passive investments in funds and in private and venture stage companies, some compliance work, and managing the office move from one office to another. She had a very good gig as she was highly paid, only had to go into the office three days a week, and could work from anywhere during the summer. Once my nephew showed up and started to investigate what was going on, she likely concluded that there was a reasonable possibility she would be terminated, as her job was in the too-easy-and-to-good-to-be-true category. The problem was that she was not in a protected class due to her race, age or sexual identity so she had to construct the basis for a claim. While she is female and could in theory bring a gender-based discrimination claim, she reported to the president who is female and to whom she is very close, which makes it difficult for her to bring a harassment claim against her former boss. When my nephew complimented a TABLE employee at lunch about how young she looked – in response to saying she was going to her 40-year-old sister’s birthday party, he said ‘she must be your older sister’ – Ronda immediately reported it to our external HR lawyer. She thereby began building her case. The other problem for Ronda bringing a claim is that she was terminated alongside 30% of other TABLE employees as part of a restructuring so it is very difficult for her to say that she was targeted in her termination or was retaliated against. TABLE is now hiring an external fractional general counsel as that is all the company needs to process the relatively limited amount of legal work we do internally. In short, Ronda was eminently qualified and capable and did her job. She was just too much horsepower for what is largely an administrative legal role so she had to come up with something else to bring a claim. Now Ronda knew I was a good target and it was a good time to bring a claim against me. She also knew that I was under a lot of pressure because on March 4th when Ronda was terminated, my daughter had not yet emerged from consciousness, she was not yet breathing on her own, and my daughter and we were fighting for her life. I was and remain deeply engaged in her recovery while at the same time I was working on finishing the closing for the private placement round for my upcoming IPO. Ronda also knew that publicity about supposed gender discrimination and a “hostile and unsafe work environment” are not things that a CEO of a company about to go public wants to have released into the media. And she may have thought that the nearly $2 million she was asking for would be considered small in the context of the reputational damage a lawsuit could cause, regardless of the fact that two years of severance was an absurd amount for an employee who had only worked at TABLE for 30 months. She also likely considered that I wouldn’t want to embarrass my nephew by dragging him into the klieg lights when her claims emerged publicly. So, in summary, game theory would say that I would certainly settle this case, for why would I risk negative publicity at a time when I was preparing our company to go public and also risk embarrassing my nephew. Notably, she hired a Silicon Valley law firm, rather than a typical NY employment firm. This struck me as interesting as her husband works for one of the most prominent Silicon Valley venture firms whose CEO, I am sure, has no tolerance for these kinds of fake claims that sadly many venture-backed companies also have to deal with. I mention this as I suspect her husband likely has been working with her on the strategy for squeezing me as, in addition to being a computer scientist, he is a game theorist. My only advice for him is to understand more about your opponent before you launch your first move. All of the above said, gender, race, LGBTQ and other such discrimination is a real thing. Many people have been harmed and deserve compensation for this discrimination, and these companies and individuals should be punished for engaging in such behavior. Which brings me to the advice I am seeking from the X community. I am not planning to follow the typical path and settle this ‘claim.’ Rather, I am going to fight this nonsense to the end of the earth in the hope that it inspires other CEOs to do the same so we shut down this despicable behavior that is a large tax on society, employment, and the economy and contributes to workplace discrimination rather than reducing it. Do you agree or disagree that this is the right approach?
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Bobby Downes
Bobby Downes@bobbydownes·
@Arcfunmi @grok Hi @grok, render this floor plan. Make the materials, furniture and texture photorealistic. Add depth as a 3d cut realistic presentation floor plan.
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Arcfunmi
Arcfunmi@Arcfunmi·
Hi @grok, render this floor plan. Make the materials, furniture and texture photorealistic. Add depth as a 3d cut realistic presentation floor plan.
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Arcfunmi@Arcfunmi

Hi @grok, are you ready for our regular daily architectural chat for today? Let me know in the comment section if you'll be following today's conversation. Time to brace up guys!

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Paul Saladino, MD
Paul Saladino, MD@paulsaladinomd·
Homemade natural weed killer…
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Bobby Downes
Bobby Downes@bobbydownes·
@aakashgupta Using email in space rather than voice to text messaging is one of many reasons why the Artimis II mission feels dated. The technology, the systems, the aesthetic, the broadcast. All ten years behind the times.
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Aakash Gupta
Aakash Gupta@aakashgupta·
NASA pays $100M for Microsoft 365 licensing across the agency. They standardized every system on Microsoft. They put Microsoft Surfaces on the Orion spacecraft as the crew's personal computing devices. And the first technical crisis of humanity's return to the Moon was Reid Wiseman radioing Houston to say he has two Microsoft Outlooks and neither one works. Mission Control's response? "With your go, we can remote in and take a look." The same exact workflow your company's IT helpdesk uses when you submit a ticket on a Monday morning. Except the user is traveling at 4,275 mph, 30,000 miles from Earth, and the Wi-Fi situation is considerably worse. This spacecraft survived hydrogen leaks, helium leaks, a faulty heat shield, and a broken toilet. Outlook broke anyway. The toilet actually got fixed faster. The real story here is that Microsoft has achieved something no other software company in history can claim: a support ticket from lunar transit. Their enterprise sales team should frame this. "Battle-tested in space" is a positioning statement most B2B companies would mass murder for, and Microsoft accidentally earned it because Outlook crashes everywhere, including orbit. Outlook remains the only software in human history that performs identically whether you're in a cubicle in Redmond or aboard a spacecraft bound for the Moon. Universally, reliably broken. And we keep buying it anyway.
Polymarket@Polymarket

JUST IN: Artemis II crew experiences issues with Microsoft Outlook on their way to the Moon, asks ground crew for assistance.

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Bobby Downes
Bobby Downes@bobbydownes·
@PeterDiamandis NASA still prioritizing the thousand word essay over visuals for their space program. It’s one more reason why space exploration needs to be privatized. The incentive structures between government and private companies are polar opposite.
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Peter H. Diamandis, MD
Peter H. Diamandis, MD@PeterDiamandis·
The human brain processes visual information 60,000x faster than text. Humans are visual processors, not text processors. Images hit the brain instantly. Words take work. That's why a single SpaceX launch video communicates more than a thousand-word essay—and why your slide decks hit harder than paragraphs. We're wired for pictures, not prose.
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Bobby Downes
Bobby Downes@bobbydownes·
We won’t see a thing about this story in the media. Why? Because drug companies buy ads from those media companies. So, upsetting that dynamic by exposing the lies of their drugs would lose business for big media. Medvi knows this and found a safe space to exploit. So unless @SecKennedy and guys like @calleymeans see this, nothing happens.
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Kekius Maximus
Kekius Maximus@Kekius_Sage·
BREAKING 🚨: This is Matthew Gallagher, who made 800+ Facebook accounts for fake doctors to advertise on Facebook — and went on to build a GLP-1 telehealth company with just $20,000, AI, and only one full-time teammate: his brother. It generated $401M in 2025 and could reach $1.8B in 2026.
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Bobby Downes
Bobby Downes@bobbydownes·
The technology, the aesthetic, the systems are years ahead of NASA after watching their launch. AND how they communicated to the public about their launch and during the launch was a decade plus behind SpaceX. Grateful our government is going to space and grateful for their support of SpaceX. But the contrast is remarkable.
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Elon Musk
Elon Musk@elonmusk·
Next flight of Starship and first flight of V3 ship & booster is 4 to 6 weeks away
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Bobby Downes
Bobby Downes@bobbydownes·
@elonmusk Just had Grok design landscape and hardscape in this area of my home. I even provided a link to AirDecko and Grok placed the covers over the HVAC units.
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Elon Musk
Elon Musk@elonmusk·
Small improvements to Imagine are happening frequently. Looks like we need another few weeks of training for Imagine 2.0, which will have major upgrades in speech/audio and face/details consistency.
SoyAlb3rT@SoyAlb3rT

x.com/i/article/2039…

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Bobby Downes
Bobby Downes@bobbydownes·
@niccruzpatane It’s hard not to compare. I honestly think NASA is simply concerned with the lives of the crew. No thought into exciting taxpayers or young people about space exploration. Jared is aware and will work on changing future broadcasts.
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Nic Cruz Patane
Nic Cruz Patane@niccruzpatane·
SpaceX’s 2008 Falcon 1 broadcast was better than NASA’s Artemis II launch in 2026.
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Linus ✦ Ekenstam
Linus ✦ Ekenstam@LinusEkenstam·
no matter what’s going on in the world. this is very, very, very freaking awesome
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Bobby Downes
Bobby Downes@bobbydownes·
@congressdj No budget for it, otherwise Jared would have had it set up.
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DJ
DJ@congressdj·
You’re telling me we can send a man to the moon but we can’t send a decent picture of sending the man to the moon!?
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Brian Hart
Brian Hart@BrianTHart·
This is a truly incredible shot, especially given that the NASA live feed chose to show video of the cheering crowd right at the exact moment of solid rocket booster separation…
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Brian ☀️🌏🌘@balail

Artemis ii

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