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Recent content by Skipdd

  1. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Please post more. It is hard to find lots of useful posts on X, but I haven’t given up trying. Signal to noise ratio is still greater here, though agree it has diminished.
  2. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Can’t see it except for the following, “Donald Trump and Elon Musk have discussed a possible advisory role for the Tesla leader should the presumptive Republican nominee reclaim the White House, the latest sign that the once-frosty relationship between the two men has thawed. The role hasn’t...
  3. Skipdd

    Israel/Hamas conflict

    Timely post I saw on X relating to your post. This is the first time I’ve seen a step by step proposed approach to achieving the outcome Israel seeks. Too long and detailed to summaize, but I will post some snippets. 11. Israel's goal in the Gaza Strip is to make it like Area A in the West...
  4. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    So, I was onsite today. First stop, body shop (had hail damage). Crazy busy. Second stop Service Advisor - not super busy. I will note it’s the same guy I worked with 3 years ago, which I liked. Had a question - asked and answered. Third stop - showroom. Sales guy said Wednesdays are...
  5. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I will bite, sort of. I’m curious if there is a difference between the management approach here vs at SpaceX. IIRC, SpaceX had a 10% force reduction relatively recently (last year?). Was it handled similarly, and if not, is there a thought that the difference might be due to Gwynne Shotwell’s...
  6. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I am confounded. I scanned all your posts and apologies if I missed one, I didn’t see a single positive one, or one that wasn’t a poke, or even a poke with some insight. I won’t ask your motivation but I will admit I’m curious. But I realized I’m not learning anything from you. I appreciate...
  7. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    To your point, I saw over the weekend, that a key exec of OpenAI, Jan Leike resigned because of fears regarding the direction OpenAI is taking wrt “…security, monitoring, preparedness, safety, adversarial robustness, (super)alignment, confidentiality, societal impact, and related topics…” From...
  8. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    A data point. I was speaking w a manager in a Service Center Body Shop today. He specifically said he was not bothered by the layoffs, that they are still projecting massive growth in their business. That the attitudes there are not what “you see in the media.” I will be onsite there later...
  9. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I think a use case not being considered is travelling with family. When our kids were young, we’d visit family that was ~500 miles away. Buying tickets for 4 people was too expensive, plus the hassle of traveling with all the accoutrements. Enter FSD, we would have definitely taken more...
  10. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Depends on how you define “started.” They did work to get permission to proceed. Elon Musk receives go-ahead to start DC to NYC Hyperloop tunnel. They had permission in DC to begin digging a tunnel, and had the backing of the then Governor of Maryland, Larry Hogan. Appears they pulled the...
  11. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    Great insight as always. Agree with your last statement, with one important exception. If there is no mechanism for new posters to submit content, how does this forum attract and find the next @Gigapress ? And it’s just possible that an existing poster might occasionally have something very...
  12. Skipdd

    Israel/Hamas conflict

    To your point, a group of law firms have filed suit against 2 US entities alleging they are propaganda arms for Hamas and are working in concert with them at universities across the US. From the X post with portions of the lawsuit detailed. I’ve seen reports of some of the cited items in...
  13. Skipdd

    Israel/Hamas conflict

    I disagreed because I have been reading about protests like Columbia across the US for many weeks. If anything,the number has been growing in the absence of firm action to disperse them. I’m not necessarily advocating riot police, but yes, they should not be allowed to disrupt, intimidate, or...
  14. Skipdd

    Russia/Ukraine conflict

    Very interesting perspective on why the Biden administration shifted course on long range ATACMS. .🚨 Major Yuri Shvets, KGB defector: The United States finally concluded that Russia must suffer a devastating defeat in Ukraine. 1,000+ long-range ATACMS (300km+) allocated for Ukraine are in...
  15. Skipdd

    Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable

    I’m in the camp that weighs, measures, and then thinks Eeyore when it’s negative, chuckles and moves on. Much less stressful.