All in $TSLA & SpaceX | Investing for FIRE | Options Seller | Health & Fitness | Sports | Travel |
Canada
Joined June 2014
- Tweets22.4K
- Following781
- Followers1.6K
- Likes90.6K
James S retweeted
A have a Data Center in our County in Mississippi. Zero water or Electricity issue. Way over a Thousand workers on site, staying in our Motels and the Company even brought in Trailers for the workers. They just poured 5 mil into our Schools, Business are springing up all around it to catch the over 1,000 workers coming in and they are providing free College training for their workers. City is booming financially.
Great response as to how $UBER can continue to compete in the ride-share market with the entry of the $TSLA Cybercab.
What do you guys think?
Great question!!
1. I put Tesla as number one, the gold medal, for a reason -- they have the clearest path to winning the most market share because of vertical integration.
2. However, China can make the cheapest cars in the world with price dumping and cheap labor; they will provide AVs to 75% of consumers. Basically, everyone on Earth but the USA--which will block Chinese AVs forever.
3. Uber will have 20+ partners giving them the most AVs globally; most of them will cost under $30-40k -- basically right behind Tesla's cost. In aggregate, that will give $UBER the silver medal... and their stock will be $500 in ten years.
4. Don't be surprised if Uber owns NURO, LUCID and an Asian low-cost car maker in the next three years. They can buy all these companies eventually with their cash flow. Easy transition for @dkhos to manage if he goes that way.
5. The company most at risk is Waymo, which is going to need to buy a car company in the next year or two to scale their program and get cars down to $30k. That's why I put them in 3rd place with a bronze medal.
6. The ridesharing pie is going to explode from 1% of rides to 30% of rides... that gives Tesla 12 points of global rides, Uber 11 points and Waymo 5 points -- let that sink in. That's a huge market that one company simply can't own...
7. Regulators will slow AV deployment massively in order to save people's jobs and off-board drivers without causing riots and Waymo being burned in the streets. See China for background on AV deployment being halted.
1
10
396
What do we think about a Tesla CyberVan that could be used by families, companies like Amazon to ship cargo, or individuals to customize a camper van?
@TSLA @elonmusk @woodhaus2
10
254
Free Pejjy
X has summarized the situation perfectly!
Nice job @grok!
@TeamYouTube @YouTubeCreators @YouTube reinstate my channel!
1
7
136
James S retweeted
@TeamYouTube I am told that you might be able to help me. I was hacked and have lost my YT channel with 34,000 subs and all other Google products that I use daily to make a living. I have no access to my gmail, so even if the form I filled out for my hacking claim finds the right person, I don't know how they can send me an email. Help please.
You sparked my curiosity and led me down the options path. Took a while to learn but I’m here.
One that many don’t appreciate or even acknowledge exists.
Such crazy compounding is possible if used properly 🦾
Is there any company more vertically integrated than $TSLA?
We
– design the chips & hardware
– make the cars w/ said hardware
– collect real-world data at scale
– train the real-world AI model
– built (& continue to expand) the massive supercomputer cluster that trains it
– deploy AI directly to millions of robots on wheels
All that is shared with @Tesla_Optimus for broader applications in both the physical & digital world
Potential @Tesla customers trying to scrounge together some cash after Elon says the $59k Cybertruck deal is only for a week.
When you weren’t even planning to buy Cybertruck but still upset Elon gave only 10 days to buy it at 60k nitter.gq/saylordocs/status/2015…
1
5
230
Congratulations 👏 🥳 to the entire team at @Tesla with the first Cybercab coming off the new unboxed production line.
We appreciate all the hard work and long hours you have al put in. Cheers 🍻 to the ramp of a world changing product.
5
210