Admiral Atari

MSEE. Finance, Golf, Aviation, Automotive

[Admiral Atari @AdmiralAtari]

@TailosiveEV Never underestimate the hustle of humans trying to make a living and survive!

[Admiral Atari @AdmiralAtari]

@BigJohn043 @calboDev CA isn’t blocking anything

Tesla hasn’t even applied to operate

[Admiral Atari @AdmiralAtari]

@BradMunchen HW5 kills the Model 3

They apparently don’t have the engineering resources to update multiple vehicles

Model Y and cabs probably the only ones getting validated

[Admiral Atari @AdmiralAtari]

@DigitalDaisyX Forget they have cameras?!

Tesla is less than 1% of US cars. Almost no one even knows or cares.

[Admiral Atari @AdmiralAtari]

@bscholl Visit Illinois to see how that’s working

[Admiral Atari @AdmiralAtari]

@nymbusjp The limiting factors to Cybercabs is infrastructure, regulations, and customer demand

Not vehicle production

Talk of more capacity is similar to adding Giga Mexico

[Admiral Atari @AdmiralAtari]

@GlendaleBorn @OverlyTrev Perfect analogy to the blackberry / iPhone references Tesla fans often make

[Admiral Atari @AdmiralAtari]

@OverlyTrev You bought a vehicle for fun and trips

You are gonna park that vehicle. Pay the loan, pay the insurance, pay the registration

And start paying even more for taxis to get groceries, mulch, and get to the job site

Do you really believe this?

[Admiral Atari @AdmiralAtari]

@itsjustyasir The taxi cult seems to forget no one buys an F150 for cost/mi

[Admiral Atari @AdmiralAtari]

@naumowf @M44_1RJ The other ~25 states are approved with the same available safety data

Politicians follow the money and votes. Data centers and robots aren’t exactly popular right now

[Admiral Atari @AdmiralAtari]

@whoisjoshmorrow @PalmerLuckey @cowboy_billz @carlhancock Get stuck in traffic. Car won’t make it.

Pull into a nasty 7-11 to swap vehicles. Move your luggage between cars while getting panhandled

Your wife is gonna love the trip you planned that took 6+ hours and no champagne

[Admiral Atari @AdmiralAtari]

@nymbusjp You don’t understand the meaning of takt time

Takt time is demand based

That’s why the cab line isn’t running right now…

[Admiral Atari @AdmiralAtari]

@bronze5542 @carlhancock The math also works for a Fiat 500 versus a Ford F150

Which one sells 100x more per year

[Admiral Atari @AdmiralAtari]

@whoisjoshmorrow @PalmerLuckey @cowboy_billz @carlhancock Even "if" operating costs are dramatically lower, that’s not the real world

They won’t even displace Uber drivers, much less airlines

Politicians will see to that

[Admiral Atari @AdmiralAtari]

@William71714952 @CarNewsChina That must be why they started the 0% interest rate in November…

[Admiral Atari @AdmiralAtari]

@the_hoch @StephenFleming Almost as amazing as… uber

[Admiral Atari @AdmiralAtari]

@foolforthought_ @StephenFleming 16M new cars are still sold each year. Most of them trucks

Financial math has little to do with what car people buy

[Admiral Atari @AdmiralAtari]

@Scorpionclaw @JamesMcPherson He’s hungry to get himself to Mars

Everything is else is a capital raise to complete the mission

[Admiral Atari @AdmiralAtari]

@FlakeSamael @JamesMcPherson Impossible

Cars required to meet 5min demand from 6-9am and 4-7pm implode the business model

[Admiral Atari @AdmiralAtari]

@naumowf @M44_1RJ Robotaxis aren’t approved in California, New York, New Jersey, Illinois and 20 more smaller states

They don’t even have Optimus on their Cybercab production lines (they are industrial robots)

The post is accurate. Cut capex and move Tesla cash to SpaceX