Chris3932

#TSLA #Bitcoin

[Chris3932 @Chris3932]

@Tslachan

[Chris3932 @Chris3932]

@Tslachan 泰國也是6/30 他們IG也宣佈了

[谢嘉琪 Jiaqi @XieJackie]

🚨又一个特斯拉SpaceX合并的征兆来了

马斯克提前行使期权，让他的特斯拉持股和投票比例上升到了19.9%。这些期权2028年才到期，晚点行权等股价更高的话，可以获得更多的股票（用于支付约70亿美元行权成本的被扣留股票数目更低）

但为什么在这个节骨眼行权？也许是方便投票让特斯拉并入SpaceX

[Tesla @Tesla]

🇳🇱🇱🇹🇪🇪 + 🇩🇰

[Chris3932 @Chris3932]

@zgjncw2024 反應時間不一樣 他閃開後 特斯拉看到的時間太短
如果特斯拉在前車 看到逆向車的時候說不定反應時間比較多

[Chris3932 @Chris3932]

@MoneyMarshal777 IPO前不是都有禁聲期 不能發表意見嗎

[Angus電科技 @wuanguscc]

⚡⚡⚡最新消息：荷蘭知名 YouTuber 實測 Tesla FSD，驚險閃過闖紅燈賓士

荷蘭知名 YouTuber Enzoknol 開著 Tesla Model X 實測 FSD（Full Self-Driving）時，路口遇上一輛 Mercedes 直接闖紅燈，FSD 偵測到危險後自動緊急煞車，閃過了一場可能很嚴重的碰撞。

車上的人嚇到飆出「What the fuck」，回過神後大讚這是「best software」。FSD 自今年 4 月通過荷蘭 RDW 核准、成為歐盟第一個合法上路的市場後，當地使用者的正面評價確實越來越多。

[Chris3932 @Chris3932]

@Tsla99T 經歷過兩次 可以入嗎 哈哈

[Chris3932 @Chris3932]

@Tsla99T @caiziboshi 一般民眾沒感覺🤣

[Chris3932 @Chris3932]

@Kenlin47966628 @WealthCode99978 那也要收集的夠多才有那些20%
不然其他車廠收集不到夠多的邊緣數據🤣

[Chris3932 @Chris3932]

@rar2028 To the moon~

[amit @amitisinvesting]

$TSLA

TESLA DELIVERS A TRIPLE BEAT.

GROSS MARGINS 21% vs 17%
REVENUE 22.39B vs $22.19B
EPS $0.41C vs $0.34C

Seems like the most important part from the deck is Elon's ambitions around building the largest chip fab ever:

[TheSonOfWalkley @TheSonOfWalkley]

BREAKING: $TSLA FULL SELF-DRIVING SUBSCRIPTIONS ROSE BY 51% IN Q1 👀

Massive increase !

[Chris3932 @Chris3932]

Let’s go!! @Tesla

[Sawyer Merritt @SawyerMerritt]

Well, that was a (unexpectedly) great @Tesla Q1 earnings report!

Beat on revenue, EPS, gross margins, free cash flow, net income, etc. Record new FSD subscriptions, Cortex 2 is already training, Optimus factory construction at Giga Texas has started, Cybercab production has started, Tesla Semi and Megapack 3 production is starting soon, LFP battery factory in Nevada is ramping, research chip fab construction has started construction, etc.

The company is entering a new chapter.

[谢嘉琪 Jiaqi @XieJackie]

🔥一旦Robotaxi去掉安全员，规模化才真正开始。因为不再需要“人配车”，数量将迎来爆发式增长。正如马斯克所说：开始很慢，随后疯狂加速。

🚨远程监控员与无人Robotaxi的比例，将从现在接近1:1，逐步变成1:2、1:3，最后甚至1:100。

人力成本下降->乘车价格也会越来越低！

[TSLA99T @Tsla99T]

I am in a robotaxi without safety monitor

[Sawyer Merritt @SawyerMerritt]

BREAKING: Tesla has officially started FSD Unsupervised Robotaxi rides for the general public in Austin with no safety monitors in the car, marking a historic milestone for the company.

Congrats @Tesla team!

[Chris3932 @Chris3932]

@mattlefun @solanamobile chris3932.skr

[Elon Musk @elonmusk]

𝕏 is the set of all things

[Bill Ackman @BillAckman]

.@elonmusk, what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings, Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov.

We could distribute SPARC special purpose acquisition rights (SPARs) to @Tesla shareholders so that all Tesla shareholders would have the right to invest in the SpaceX IPO, or they could choose to sell their SPARs to someone else.

This would reward loyal Tesla shareholders with the opportunity to invest in SpaceX (or with cash for their SPARs), while totally democratizing the IPO process.

In addition to receiving common stock in SpaceX, exercising SPAR holders would also receive Pershing Square SPARC Holdings II SPARs, which we could use to take @xai public at the time of your choosing.

Pershing Square would due diligence on behalf of all shareholders and would commit $4 billion of capital to the IPO at a fixed price per share.

SPARC has no underwriting fees, founder stock or shareholder warrants, and we would waive our right to receive SPARC sponsor warrants.

The result would be an IPO without any underwriting fees or dilutive securities issued. @SpaceX would go public with a 100% common stock capital structure and it would not incur any transaction costs other than modest legal fees which SPARC would pay from its cash on hand.

We could raise whatever amount of capital you would like by adjusting the exercise price of the SPARs. Assuming we issue 0.5 SPARs for each share of Tesla, there would be 1.723 billion SPARs outstanding including the 61.1 million SPARs that are already outstanding. Since one SPAR would be exercisable for two shares of SpaceX, the SPARs would be exercisable for 3.446 billion total SpaceX shares.

So, if we set the SPAR exercise price at $11.03, SpaceX would raise $42.0 billion, $38 billion from the exercise of SPARs and $4 billion from Pershing Square, or if we set the SPAR exercise price at $42.0, SpaceX would raise $148.7 billion, $144.7 billion from the SPAR exercise and $4 billion from us.

SPARC is indifferent to how much of the shares are primary versus secondary shares giving the company maximum flexibility.

We could do due diligence and enter into a definitive agreement committing to the transaction within 45 days, at which point it would be certain that SpaceX would go public at a fixed valuation subject only to SEC approval of the merger proxy/registration statement. Our commitment to the transaction would not be subject to market conditions.

We could start work right away and announce the transaction by mid- February.

It only seems appropriate that the most innovative and efficient rocket company in the world should go public in the most innovative, efficient, and fairest-to-Tesla-shareholders manner possible.

To Mars and beyond!

What do you say?