
$TSLA Investor. Work in Tech. Hiking, boating, Berners, anything outside. Twin. My opinions, not advice.
Lake Tahoe, NV
Joined February 2021
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Bystander: “What the Hell?”
My Dogs (Probably):
“What, like driving is hard?”
ASS in action. Game changer.
Thanks Tesla! FSD 12.5.4 ASS. @tesla @teslasi @aelluswamy
Elon, sometimes you have to listen to your most loyal fans too!
I can’t tell you how to run your companies. You’re the richest man in the world for a reason. But Tesla has built an incredibly passionate Cybertruck community, and there’s a whole younger generation growing up DREAMING of owning one someday!
By the time those kids grow up, unsupervised FSD could be everywhere. If Tesla is going all in on Cybercab, why not eventually offer a Cybertruck without a steering wheel too? It already has steer-by-wire! Imagine Cybercabs AND Cybertrucks driving around fully autonomous.
You can embrace the future of autonomy without giving up on one of the most revolutionary vehicles you’ve ever built.
Just KEEP THE CYBERTRUCK AROUND, man! We genuinely love this truck! ❤️ @elonmusk
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
Julianna retweeted
This is bad move man. Tesla has tens of thousands of Cybertruck orders from real humans who are willing to convert.
Tesla has 0 Cybercab orders and further the success of the Cybercab hinges on Tesla's ability to operate in major cities controlled by Democrats. You aren't exactly their favorite person especially right now and I think an unknown is what things they may pull when they take office in January. To recap:
1. Tesla Cybercab has 0 orders and it's success hinges on people who don't like you & other factors you can't control.
2. Tesla Cybertruck has tens of thousands of orders and it's success hinges on Tesla actually making the trucks people ordered reservations for. People who don't like you play no factor in it's success!
The better play here is that we try to get the EV tax credits put back or the BETTER play is to get this 100% Chinese tariff revoked. Then we could have $35,000 Cybertrucks that were built in Shanghai.
Replying to @Scobleizer
We are still building Cybertruck for another 8 or 9 months btw, but then Tesla needs to focus on scaling Cybercab.
There will never be another vehicle like it.
Julianna retweeted
Elon: Cybertruck is too complex to continue producing.
Also Elon:
The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.
This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.
⬇️⬇️⬇️
The idea Tesla can’t currently build over 500 Cybercabs a week is insane
You can currently build about 125k/yr with the currently in place production line.
The idea Tesla needs more than 500 Cybercabs/ week for the next year is also insane
There’s under 600 total Cybercab just in Austin after a few months of rideshare fleet growth.
You also have Y capacity and can fleet those unsupervised
There is no reason to cut Cybertruck for at least a year or more if the reason is Cybercab capacity. There are other things Tesla can effectively do to leverage the in place ~$1.5b production line which produces a profitable vehicle today.
This isn’t the right move Elon. There’s enough Cybercabs on premises in every roadmap expansion city for the next 6 months without building another unit.
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Travelling for Starship Flight 15?
It’s Official - the Launch window is 4:45 PM -6:45 PM (Starbase time) 11/13.
With the reentry window 2:56-7:14 PM the next day, 11/14.
For the backup launch window, same times one day later (11/14 launch, 11/15 reentry)…
Great work @xdNiBoR
🤖 Made with AI
⬇️⬇️⬇️⬇️
By all known information the Chinese Nvidia Op failed. They got someone close to Jensen Huang but it ended there. (The US government is reported to have investigated and found nothing to pursue).
BUT if Nvidia is so stupid as to fire Jensen Huang, they turn a failed Chinese op into one of the most successful & consequential intelligence operations OF ALL TIME.
A Nvidia without Jensen Huang squanders the significant US SI lead. China could catch up. Zoom out.
Scott Galloway carefully selected his words — inciting violence against someone because their political views differ from yours should never be acceptable in America.
Replying to @Amy787
Your rights END when you start infringing on other’s rights.
Scott Galloway is a Professor of Marketing at NYU. Language is his expertise. He specifically manipulated his words to create his desired effect. Galloway thought he was being clever, but let’s debunk his “spin” & lies.
♦️Galloway states Elon Musk is a Traitor to the “West”. That’s a new one. And NOT a concept backed by ANY US Stature. An American can only be a traitor to AMERICA, not the “west”.
♦️Ordinary terms-of-service enforcement is NOT capital treason against the United States. The gap between the two is enormous. Elon Musk refused to allow Ukraine to use Starlink (a commercial product) to kill Russians. The US Military did supply Ukraine a product they control - Starshield (a military product). Ukraine has zero right or jurisdiction to order our private corporations & citizens to give them weapons.
♦️More Lies: Scott Galloway repeatedly says “we lined them up against a wall". “They” died by electric chair. He deliberately chose language that invokes a swift execution via guns. NOTE: Crazies can carry a gun, but can’t easily carry an electric chair.
♦️Finally there is Scott Galloway’s subsequent refusal to disavow that he was calling for Elon Musk’s execution. Instead of saying, no I didn’t mean someone should shoot Elon Musk, Galloway says his words are “incendiary” and he “believes” them and will say them again.
There is freedom of speech, but also accountability for speech. Scott Galloway didn’t speak carelessly this deliberately, doubled down and still has not issued any public retractions. The Pivot Podcast is not brand safe and it is an interesting choice for any brands that elect to keep advertising with them.
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Julianna retweeted
The same thing will happen again if it needs too.
Replying to @WSJPolitics
SpaceX and Tesla have prospered in Texas, because we were not constantly operating under an oppressive and extractive state government.
And I need to be close to the factories, so that I can walk the floor in person. That’s why the first major SpaceX factory was in LA and first major Tesla factory was in SF Bay Area.
As California became increasingly difficult, due to extreme taxes and overregulation, we moved our major domestic expansions and HQ to Texas.
Your rights END when you start infringing on other’s rights.
Scott Galloway is a Professor of Marketing at NYU. Language is his expertise. He specifically manipulated his words to create his desired effect. Galloway thought he was being clever, but let’s debunk his “spin” & lies.
♦️Galloway states Elon Musk is a Traitor to the “West”. That’s a new one. And NOT a concept backed by ANY US Stature. An American can only be a traitor to AMERICA, not the “west”.
♦️Ordinary terms-of-service enforcement is NOT capital treason against the United States. The gap between the two is enormous. Elon Musk refused to allow Ukraine to use Starlink (a commercial product) to kill Russians. The US Military did supply Ukraine a product they control - Starshield (a military product). Ukraine has zero right or jurisdiction to order our private corporations & citizens to give them weapons.
♦️More Lies: Scott Galloway repeatedly says “we lined them up against a wall". “They” died by electric chair. He deliberately chose language that invokes a swift execution via guns. NOTE: Crazies can carry a gun, but can’t easily carry an electric chair.
♦️Finally there is Scott Galloway’s subsequent refusal to disavow that he was calling for Elon Musk’s execution. Instead of saying, no I didn’t mean someone should shoot Elon Musk, Galloway says his words are “incendiary” and he “believes” them and will say them again.
Julianna retweeted
I am a professor at the @UofCalifornia. I am appalled by the conduct of one of its Regents, Scott Galloway, appointed in August by Governor Newsom.
@profgalloway is one of only 26 voting Regents entrusted with governing a university system serving hundreds of thousands of students & employing tens of thousands of faculty & staff.
Twice, first on a live Pivot episode featuring Hillary Clinton & on Prof G with Fareed Zakaria, Galloway called Elon Musk a “traitor to the West.”
He invoked Julius & Ethel Rosenberg, who were executed for espionage, and declared that Musk should be held to the same standards.
He didn’t explicitly demand Musk’s execution. But invoking the deaths of two convicted spies while calling an American citizen a traitor makes the implication hard to miss.
Musk has not been convicted of treason. Indeed, “treason against the West” isn’t even an actual crime.
Now imagine UCLA alumnus @BenShapiro, appointed a UC Regent, saying the same about George Soros.
Would the Governor defend his right to serve? Would Regent leadership shrug and call it provocative commentary? Or would there be demands for resignation?
But there’s something worse here than another of Scott’s trademark podcast rants.
He sits on the Regents’ Academic & Student Affairs Committee.
The committee’s charter says it oversees student conduct, faculty conduct, academic personnel, & campus climate, among other responsibilities.
This is not some honorary title.
The Board sets university policy, controls institutional budgets, & appoints senior university leadership.
You can unsubscribe from a podcast.
A student who finds Scott’s comments morally repugnant can’t unsub from the Regents.
UC bylaws require Regents to serve the public trust with a “high degree of ethics and candor,” including as private citizens.
Professors owe students intellectual integrity. Regents bear an even greater duty: they govern institutions that teach it.
Yet a Regent serving on the committee responsible for student & faculty conduct invokes executions while labeling a fellow citizen a traitor.
What does that say to our students?
That intellectual restraint is expected of the governed but optional for those who govern?
That standards of conduct depend on whether the target of your rhetoric is politically fashionable to despise, as long as the audience applauds?
This isn’t about defending @ElonMusk. He needs no defense from me.
Nor is it about silencing Scott. As if that were possible. He’s free to express his opinions, however reckless they may be.
But freedom of speech is not freedom from accountability, and holding a university office of public trust is not an entitlement.
There is an enormous moral chasm between exercising your right to speak recklessly and demonstrating the judgment required of one of the 26 people who govern our great public university.
The UC Board of Regents isnt a podcast sponsors can boycott. It’s a public trust.
One final irony. At @NYUStern, Galloway teaches Brand Strategy, including a session on crisis management.
His own prescription for leadership in a crisis is unequivocal: acknowledge the problem, have leadership take responsibility, and “overcorrect.”
He’s praised the departure of corporate leaders as evidence of effective crisis management.
Now Galloway himself sits on the UC Board of Regents.
Will he hold himself to the standards he teaches, or does accountability apply only to other people’s institutions?
Professor lecture thyself!
I believe Scott Galloway should seriously consider whether his continued service on the Board of Regents is consistent with the ethical standards and responsibilities of that office, or whether he should resign.
I welcome the opportunity to discuss these issues with Galloway directly, including what standards we should expect of those entrusted with governing the world’s best university.
Scott, you have an open invitation to join me on @Into_Impossible for an honest conversation.
Tesla Board - this isn’t a good look.
♦️ James Murdoch is a longtime Tesla board member with a fiduciary responsibility to shareholders. His Lupa Systems acquired the Vox Media Podcast Network, which distributes Scott Galloway & Kara Swisher’s Pivot podcast.
♦️ Galloway, an NYU Marketing Professor who chooses language deliberately, invoked traitors “lined up against a wall” and said Elon Musk should be treated the same. (Does he mean shot? Sounds like it.)
♦️ A few days later Galloway doubled down, said the words were incendiary, and he would say them again. This is not accidental. He did not misspeak.
Tesla board members should have ZERO LINKS to anything that may be construed as a call for violence against the Tesla CEO. (Perpetually identified as a key man risk). One option to clear the conflict is to cancel or sell the podcast. There are other options too.
@Tesla @elonmusk @robyndenholm
@KathleeWT @IraEhrenpreis @jgebbia
@kimbal
Julianna retweeted
Sad to say @profgalloway is an investor in Boom. I don't mind disagreements but calling for an execution of a non-criminal (worse, an actual hero!) is a step too far.
Working to arrange a buy-out of his shares.
.@profgalloway of @ProfGMarkets, @PivotPod, @voxdotcom and @NYMag is doubling down: he wants Elon executed.
There is no justification for calling for murder in civil society.
You support this @Bankoff?
Is this the most COSTLY POST of all time? Trillions erased.
Keep in Mind - THEY DON’T HAVE THE VOTES.
The President is still the President - and he will Veto any bill that hurts America. They can’t override a veto. And States must compete with other states - or lose jobs.
Trade the volatility, hedge or hold. But this is just a FAFO of what the effect of policies would be - that they can’t ENACT.
Don’t get distracted from the fundamentals.
The fundamentals 👇
Morgan Stanley’s Adam Jonas in new @SpaceX note:
“Just 4 months since our initiation, we’ve nearly doubled our 2027 revenue (to $175B) and EBIT estimates, while pulling forward FCF break-even by four years (to 2031) and cutting ~$280bn from our projected debt issuance. On fiscal year 2028, $SPCX trades cheaper than the S&P500. Interesting.
Our financial forecasts have improved significantly:
• Revenues: FY27 and FY28 revenues have been revised up 93% and 84% to $175B and $289B respectively.
• Operating Income: Our FY28 EBIT forecast has been revised up 72% to $119B.
• Free Cash Flow: At the time of our initiation, we had expected SPCX to be FCF negative until 2035. Today, we forecast the company to achieve positive FCF by 2031 - a 4 year pull-forward FCF break-even.
• Expected Borrowing: At initiation, we anticipated SPCX would raise a combined $670B of external funds (IG borrowing) through the 2035 time horizon. Today, we forecast a combined $390B of borrowing through 2031.
At our new 2028 earnings (adj.) of $109B and the current market cap of $1.91T ($140 a share), SPCX would trade at 17.6x P/E, cheaper than the S&P500 2028 forward P/E of 17.7x (MSe), while growing earnings at a ~150% CAGR from 2026-2030e.”
Prepare for two years of political theater.
BUT grandstanding politicians cannot actually hurt Elon Musk or Tesla or SpaceX.
♦️The President is still the President. He controls the executive branch and has veto power (and pardon power).
♦️Texas is purple, and every Tesla and SpaceX project went through the normal local hearings and permitting processes. The permits were approved because the local residents and officials saw the economic advantage of the jobs.
♦️Markets will stabilize as they realize that this harms other companies more than Tesla and SpaceXSI - which always have a good relationship with local communities. The fundamentals have not changed. Tesla and SpaceXSI can operate independently of the grid if need be.
They will accelerate, not slow down.
🤖 Made with AI
SpaceX + Tesla
The sum is greater than the parts.
If SpaceX needs a merger because of Megapacks and Robots:
Why would Tesla Shareholders Want a Merger?
Chips + Capital + Growth.
6 minutes on WHY MERGER?
🎥 Clip @tslabeatpodcast @teslaownersSV @MatthewDR
People ask what does SpaceX get out of a merger with Tesla. 👇
More than half of SpaceX’s revenue is from leasing SI compute. (Compute supported by hundreds of Tesla Megapacks). SpaceX plans to install another 10 GWs of compute next year. But Tesla Megapacks are almost sold out through 2027.
Therefore, A merger with Tesla has a classic justification - acquire needed technology that would take too long to replicate in house. Especially when it accelerates growth.
And the merger would have an immediate impact on the Bottom Line, placing SpaceX in first position for the New Megablocks from the Houston plant.
Other justifications exist too, like the need for Robots and autonomous vehicles to build a Moonbase. And the value of the JVs, and removing friction.





























