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  1. S

    Elon Musk Discussion - Tesla Brand Damage

    Elon is vindicated once again, now even WSJ is worried about population collapse: Suddenly There Aren’t Enough Babies. The Whole World Is Alarmed. Remember when Elon talking about this is supposed to mean he's racist or something?
  2. S

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

    What Tesla owns can be sold: https://www.teslarati.com/tesla-sells-wireless-charging-unit-firm-wiferion-report/ Or downsized to shift focus: https://www.theguardian.com/technology/2018/jun/22/tesla-downsizing-residential-solar-business-bought-for-26bn
  3. S

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

    Not BS at all, given Elon already said publicly he's not comfortable continue the AI work at Tesla if he doesn't have more voting control, every investor who vote no should already know this. And as I posted before, people like KoGuan has been planning to get rid of Elon since 2022, they don't...
  4. S

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

    Again, if investors vote no, it means they don't want FSD and Optimus, they want a new CEO to return Tesla to a car company, in this case Elon quitting is just doing what they want him to do. If they think Elon leaving the company would mean financial ruins, they wouldn't vote no in the first...
  5. S

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

    What would he have done to the investors? A no vote would mean investors don't think he's important to retain, so him quitting wouldn't hurt the investors by their own logic. I mean didn't KoGuan claim Tesla needs a new CEO? So there you have it, they *want* him to quit. Besides, in this...
  6. S

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

    There're plenty of examples where people act against their own best interest, and just because shareholders have an interest in the company doesn't mean they know how best to run the company, that's why there's a CEO in the first place. Elon is entitled to quit if this doesn't pass, given...
  7. S

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

    There's no indication that they're struggling now. The shareholders voted in 2018 are not the same shareholders today. Why wouldn't establishment hate him more? Tesla today is a lot bigger and it's profitable, thus is a lot more a threat than the Tesla in 2018. And that doesn't even take into...
  8. S

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

    He's never the guy who everyone rallied behind, established interests (big oil, legacy auto, just to name two examples) are against him from the start, and there used to be tons of TSLAQs. The 2020 rally wiped out a lot of Qs, but now stock price is lower they're coming back and this time they...
  9. S

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

    I wouldn't be so sure. Yes he has a big ego, but he also has much more ambitious projects lined up than building EVs. For example his ego can be much better stroked by doing this: If he put a man on Mars, let alone build a colony, he'd be remembered for the next 1,000 years, regardless of...
  10. S

    Elon Musk Discussion - Tesla Brand Damage

    Elon Musk is proven to be right yet again, 4 years ago this tweet is used as an example of him being a bad person: Yet today moderates are starting to admit pandemic response is indeed excessive:
  11. S

    Elon Musk Discussion - Tesla Brand Damage

    Yes, let's just ignore all the new features added to twitter in the past few months such as job listing, monetization and Grok. As for losing money, that's not at all unique to an early Musk company, SpaceX and Tesla lost money for close to 20 years, now they're industrial titans.
  12. S

    Elon Musk Discussion - Tesla Brand Damage

    #1 sign of being brainwashed by mainstream media is claiming Elon's take over of Twitter is not successful. How many times did MSM claim twitter will cease to function after Musk fired most of the employees, yet Twitter is still here, better than ever. Like have any of you even used twitter...
  13. S

    Elon Musk Discussion - Tesla Brand Damage

    Yes, it's no staff, so apparently the superchargers repaired themselves, LOL All cables cut at supercharger- Kipling St, Houston TX All cables back at Supercharger - Kipling St. Houston, TX
  14. S

    Elon Musk Discussion - Tesla Brand Damage

    Think about what? The fact that you just compared Elon Musk to Hitler? This just goes to show how delusional the anti-Musk mob is.
  15. S

    Elon Musk Discussion - Tesla Brand Damage

    Right, like mainstream media never lied about Tesla before... Oh wait they absolutely did:
  16. S

    Elon Musk Discussion - Tesla Brand Damage

    You mean YouGov polling is "extreme right wing stuff"? That's a first LOL Ukraine is losing the war just as Elon predicted: Ukraine is losing the war and the west faces a stark choice: help now or face a resurgent and aggressive Russia, you're saying the conversation publishes "extreme right...
  17. S

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

    Wait, didn't you guys *want* him to focus on Tesla? In 5 years he'd be celebrated as the man returned US astronauts to the Moon and CT would be the best selling EV truck in the US, the supercharger team move would be compared to his Starlink team move as an ingenious management maneuver only he...
  18. S

    Elon Musk Discussion - Tesla Brand Damage

    Anybody who thinks Elon caused damages to Tesla is delusional. https://today.yougov.com/topics/economy/explore/public_figure/Elon_Musk Elon Musk currently has 47% popularity rating in the US, ranks #1 among business figures. He has been proven to be correct on many things, such as Ukraine...
  19. S

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

    I don't think the agreement allows the export of collected data, at least that's not mentioned in the article. And I doubt the Chinese government would support FSD for free given the current geopolitical situation, I think Tesla would have to offer something in return, my guess is the data...
  20. S

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

    I assume the FSD architecture would be designed to enable quick fine-tuning for different markets, something similar to LoRA (Low Rank Adaptation) for LLMs (see https://www.datacamp.com/tutorial/mastering-low-rank-adaptation-lora-enhancing-large-language-models-for-efficient-adaptation), where...
  21. S

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

    Isn't Volvo owned by Geely? And EX30 is built in China, so it's not really a legacy player, it's another Chinese EV company. (It's surprising how little awareness there is for all the western brands bought up by China, I wonder if there could be a lesson here for Tesla...)
  22. S

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

    So overall it's quite bullish, yet since Dana Hull is the co-author, they had to write it as a hit-piece.
  23. S

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

    Did you even read the article all the way to the end?
  24. S

    Boeing CEO Says They’ll Beat SpaceX to Mars, Musk Replies ‘Do it’

    He never said that. The TMC blog article is wrong. What the fortune article actually said is: This was mistakenly interpreted to be the crewed flights will be under way in 5 years. But if you look at Elon's 2017 presentation, at around 36:55, it's pretty clear he was talking about launching...
  25. S

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

    Big if true: @alojoh commented this probably worth $3~4B, @ChrisZheng001 says his source is someone from Nvidia.
  26. S

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

    Well you wanted Elon to be more focused on Tesla...
  27. S

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

    It's been a while since FUD is this thick... 1. Elon didn't use shared backed margin loan to buy twitter, originally that was the plan, but that part was changed later on. This fortune article has a break down of how the funding for twitter purchase works, it did not include any Tesla share...
  28. S

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

    Looking back, this should be the first hint that a pivot is happening. People wondering back then how the heck did Tesla suddenly manage to get so much compute, well now you know the answer. I don't think Gen3 delay is due to Musk thinking it's not profitable (in the long run), it's delayed...
  29. S

    Russia/Ukraine conflict

    https://news.yahoo.com/un-calls-russia-drone-factory-131000080.html All US media are completely silent about this statement from UN Secretary General, unlike that time when Elon opposed Ukraine striking Crimea, because reasons...
  30. S

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

    Ross acting like an idiot on X and being ratio'ed doesn't help his clients at all. Well it gave me some laughs, so it benefited me. But more seriously, Musk doesn't suffer fools, that's why he's successful, seeing him being himself reassures me Tesla is in good hands. You seriously think...
  31. S

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

    Well I guess the BYD brand must be completely toxic in China due to its CEO then.... /s But seriously, should be obvious the weak Chinese economy is another factor, Tesla didn't spell this out probably because they don't want to anger CCP.
  32. S

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

    The plot shows the biggest drop happened in Q1 and Q2 2023, consideration dropped from 70% to ~40%. Yet the US delivery numbers in Q1 and Q2 2023 (from Troy's post 1 and 2) shows no drop at all. Conclusion: This plot is meaningless. Also the article claims Elon's unfavorable rating is 42% in...
  33. S

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

    An interesting look at the current Chinese EV market: https://restofworld.org/2024/china-ev-industry-slowdown/
  34. S

    SpaceX Internet Satellite Network: Starlink

    Actually all of these are speculation, I provided my source, it's your turn. BTW Iridium doesn't use optical ISL, they use Ka band radio ISL. OneWeb Gen1 doesn't use ISL at all.
  35. S

    SpaceX Internet Satellite Network: Starlink

    https://www.pcmag.com/news/starlinks-laser-system-is-beaming-42-million-gb-of-data-per-day That's not short range at all, and the link is only broken because it's dipping very low into the atmosphere.
  36. S

    Russia/Ukraine conflict

    https://www.ft.com/content/98f15b60-bc4d-4d3c-9e57-cbdde122ac0c This action is no different from Elon trying to stop Ukraine's raid on Crimea, except Elon did what he did for fear of escalation to nuclear war, so he's thinking about humanity instead of himself; while in this case someone is...
  37. S

    SpaceX Internet Satellite Network: Starlink

    Starshield has an Earth observation component in it, it's been known since it's unveiled a year ago, you can see this on its official page: SpaceX - Starshield, it's not a secret. China is spying on the US too, yet the US still allow China to sell its products here.
  38. S

    SpaceX Internet Satellite Network: Starlink

    They're not pushing for this, I'm not aware any filing or meeting with FCC that's aimed to raise this limit. I think the reason is even if they increase F9 cadence by 50% every year, it'd be a while before they hit the limit, especially given some old Gen1 satellites may start to retire in the...
  39. S

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

    Well that's why Amazon is building nuclear powered data centers: Amazon buys nuclear-powered data center from Talen
  40. S

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

    Having read the manifesto of the previous arson attack against Tesla, it's pretty clear that these attacks from left-wing has little to do with Elon personally or his politics or his tweets, they're attacking Tesla because Tesla is a super efficient capitalist machine that solves a problem they...
  41. S

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

    The keyword here is "payout", in those cases shareholders got something back, as in cash, and they then share part of that cash with lawyers. In this case us shareholders got nothing, Elon's pay package didn't get redirected to us, so it's a big fat zero for us. In fact it's probably negative...
  42. S

    SpaceX Internet Satellite Network: Starlink

    I mean it depends on what you mean by "sufficiently far away": And this is just their first version, once they get bigger satellites launched on Starship, the signal strength will increase. Also "fixed wireless" means something else, it's from MNO and absolutely does compete directly with...
  43. S

    SpaceX Internet Satellite Network: Starlink

    Elon shows good impulse control here, do not want to threaten their MNO partners.
  44. S

    Wiki Super Heavy/Starship - General Development Discussion

    That's not it exactly. If you read the recent GAO report on FAA AST, they're having trouble filling the positions that are already authorized by Congress, because they have to compete with private industry for experienced people. For example they lost two inspectors to private companies recently.
  45. S

    SpaceX F9 - IM-1 Nova-C Lander - LC-39A - Includes Post Launch Discussion

    Not a science experiment, it's a NASA technology demo, a lidar specifically designed for lunar landing navigation, flying on IM-1 as backup. Another unit of this lidar is the primary landing sensor on Astrobotic Peregrine lander, unfortunately it didn't get used in that case.