Recent content by RationalOptimist

Look, it's a classic network effect. If you control the network, and make money from each additional node on that network, you have a beautiful platform business. Ultimately platform effects are the reason Apple, Microsoft and Meta have such high valuations. It's also why so many companies...

Wild that the Drudge Report is leading with the after hours reaction to Investor Day. DRUDGE REPORT 2023®. Obsession with any possible Musk woe is so deeply embedded it's almost comical.

There's a strange paradox in the panic over Twitter. The people saying oh, the site is going to crash now because of no people forget that the one thing we CAN be pretty confident of with Elon is his engineering chops. Sure there will be glitches... but this as an area he has the talent to fix...

Nothing really new here, but it was good to see Twitter-crazed Elon sounding relatively relaxed and cheerful. He's held in incredibly high regard in Indonesia and across Asia.

If you put yourself in the shoes of a Tesla competitor watching this.... I suspect pretty depressing. It was a brilliant stroke to let many members present. Sends a signal of the incredible depth of talent.

Underwhelming start, but getting more impressive by the minute....

Thanks for your help here. Do you happen to know if options are also covered?

For me the key to getting excited about FSD is the moment when you sense that the architecture is fully in place for machine learning to do its thing. Once that happens, there would be exponential progress... ever more rapid updates with ever more impressive changes. It feels to me that we may...

I come out of that still further convinced that Tesla will indeed be earth's most valuable company in the foreseeable future. They have So Many Things not priced in yet. And even just on automobile cashflow they cd prob get there. It's beautiful to be part of this journey.

He sounded pretty clear he's assuming he'll have to buy Twitter. Maybe there will be a slight discount. Maybe not. Not great for distraction from Tesla... Suspect Twitter will be up again tomorrow. fwiw, I think he'll turn it into a monstrously valuable company. But it won't be easy, and it...

Not sure I've ever seen Elon this relaxed. This is his happy place. If he could always live here, it would be soooooo nice! It's a deserved victory lap after one of the most astonishing corporate ascents in history.

This is an astounding post. Have you published this elsewhere? At first skim, I think you are profoundly right in much of what you write here.

"Their goal...". Who is this they of which you speak? The market is a cacophony of different voices. It's rarely possible, except for incredibly illiquid stocks, for a cabal of players to agree a strategy and cynically execute it. I don't think conspiratorial mindset helps, honestly. What does...

Anyone else surprised to see premarket green?!

Crazy editing, but funny. And, alas, contains truth.