WilG

Balls To The Wall Deep in TSLA Looking for 80/20s inside the 80/20s, 100% of the time.

[Sawyer Merritt @SawyerMerritt]

Tesla has launched a Times Square billboard ad for FSD for the first time. It will play the rest of this month.

“7x safer than a human when engaged. 15+ billion miles driven globally.”

[Elon Musk @elonmusk]

@yunta_tsai A petition is underway to reinstate Jensen and I’m signing it too

[Matt Couch @RealMattCouch]

This guy said the quiet part out loud and you can feel his anger and disgust…

I couldn’t agree more..

[WilG @Betslag]

@GeorgeRoush @Dodge

[WilG @Betslag]

@BrianRoemmele If you drive on tesla fsd, a police stop you for speed, its your responsibility, same thing… cant blame the AI

[Whole Mars Catalog @wholemars]

“I am invested in both Netflix and Blockbuster. I think Blockbuster is underestimating the power of streaming. But I think Netflix is underestimating the power of 9,100 stores globally…”

IMO, something smells funny about the pitch Uber is selling investors. On one hand, they are trying to convince investors they will win autonomy. On the other hand, they are lobbying against it. If you’re going to win autonomy, then why are you lobbying against it? It feels like they don’t even believe the investment thesis they are selling to investors.

They claim they will be the broker of autonomous vehicles just like they are with human drivers. But look at their first major partnership with Waymo. Waymo and Uber hate each other now. Your biggest partnership with the #1 autonomy provider has been a disaster they’re dying to get out of, but you’re going to have successful long term partnerships with the others? Okay.

The other thing Uber investors miss is that the entire network is a house of cards that can be knocked over by nothing more than a strong wind. The network requires riders to request, and drivers to sign on to work on the network.

Well, riders are choosing to go to the Waymo and Robotaxi apps directly. Drivers are already loosing earnings to autonomous vehicles in markets like LA and San Francisco. When I sign on to the Uber driver network, it’s silence. The app that used to buzz with new requests every few seconds is now popping up a request every 10 - 15 minutes — and if you don’t tap accept quickly they give it to someone else. Earnings have fallen to almost nothing.

Why would the drivers the network depends on stay as earnings continue to dwindle? This is just the start of the autonomous rollout. It will only get worse from here. And if Uber starts giving rides primarily to autonomous cars over human drivers… well, I don’t think the human drivers will be very happy about that. They’ll be gone fast. And without human drivers and users, Uber is just an autonomous ride hailing app that doesn’t actually have any self-driving technology.

It feels like Uber investors are still in denial about what’s happening. They have a business today because autonomy isn’t available most places. But when both are available, I pick autonomous every time. I have a feeling almost all other former Uber users will do the same.

[Whole Mars Catalog @wholemars]

Watching @MKBHD in my Cybercab

[Elon Musk @elonmusk]

@cb_doge @MKBHD I guess he really wants to shave his head 🤷‍♂️

[Sawyer Merritt @SawyerMerritt]

I hope I get the summer update before summer ends lol

[WilG @Betslag]

@alex_avoigt People were dissapointed / frustrated by the tone of voice used on the earnings call… at the end of the day people are humans that has feelings, thats the hard part of investing, Ignoring them.

[WilG @Betslag]

@GMAM1977 @Teslaconomics 100

[WilG @Betslag]

@Namecheap Very scary situation, all my clients are down. wordpress, servers... all.

[Frederik R🇩🇰 @Kongyiji89]

@stevenmarkryan Are we now just focusing on the merger because your TSLA valuation model and price targets were comically off the mark?

[WilG @Betslag]

@mrfundman Bears are very green on their trades from last weeks

[Molusco @Moluskein]

Reportan accidente en Outlets de Barceloneta frente a Sketchers. Se desconoce al momento si hay heridos.

#MoluscoNews
(📷 Gems PR)

[Satoshi Nakajima @MulmoCast 中島聡 @snakajima]

@CernBasher Excellent article. I made a whiteboard version based on this article.
https://t.co/WYwmMGFAC6

[Ashok Elluswamy @aelluswamy]

Using FSD is far safer than driving manually, as measured over 12 billion miles of its use. Safer by a margin of 2x the miles between collisions!

It can do so, because, FSD is trained on corner cases extracted from more than a 1000 lifetimes of driving. It has learnt to accurately predict the probability of collision even for crazy cases such others running red lights, swerving into us, kids running into roads and such. Do watch the full video for some highlights.

A no-brainer way to significantly improve your and your family's safety is to get a Tesla with FSD. It also completely takes the stress out of driving. Not saying this just because I work at Tesla, rather that it's genuinely a great product already and is continuing to get even better.

[Elon Musk @elonmusk]

@SawyerMerritt @Tesla Delaying the approval of FSD in France will cost lives

[Tesla Super Intelligence @TeslaSI]

Our Bay Area rideshare service now goes to SFO ✈️