Cusp

[Cusp @CuspInvest]

@ariaradnia When $UBER?

[J.K. Rowling @jk_rowling]

Every word.

[Cusp @CuspInvest]

@BullAdamJonas @DillonLoomis Also transfer of IP/Value into SpaceX.

[Parody Adam Jonas @BullAdamJonas]

@DillonLoomis It has been an execution problem. Execution on Semi, CC, roadster, Cybertruck and FSD has been poor. Also there's been a failure to expand into big obvious product categories.

[Dr Danish @operationdanish]

Good night sweet prince

[Elon Musk @elonmusk]

Tesla FSD FTW

[Cusp @CuspInvest]

@ariaradnia He took Dell private for $24.4Bn now worth $302Bn, this year expected to make ~$12bn in profit...well played M Dell!

[Sawyer Merritt @SawyerMerritt]

"I just don't f***ing understand why you would get anything other than a @Tesla. You can get one for like $300/month and it f***ing drives itself! I don't have to touch my steering wheel! $100/month for Full Self-Driving. How is this even a debate anymore?!"

[Cusp @CuspInvest]

@TMFAssociates Short it!!! We haven’t seen this movie before…🤪

[Cusp @CuspInvest]

@ariaradnia @HatedMoats Time for me to buy then

[Henrik Zeberg @HenrikZeberg]

“Those who can make you believe absurdities can make you commit injustices.”

Voltaire (1694-1778)

[Cusp @CuspInvest]

@ariaradnia @Mini_Neo_Verse The most disruptive human ever has got his greatest minds in his team to spend 8 years to develop a physical AI business (build of manufacturing, compute, data) to hand over 30% to UBER with an app my cat could write (Larry Ellison) - YOU HAVE BEEN WARNED!

[Cusp @CuspInvest]

@ariaradnia I look forward to UBER getting the same treatment - obsolete tech

[Cusp @CuspInvest]

@elonmusk @JoeTegtmeyer @beffjezos X-ray lithography?

[GAME ON SWAG ⚽N @GameOnSwagOn]

Every time I see this match it makes me sick to my stomach

[Andreas Steno Larsen @AndreasSteno]

So Citadel pushed a rate hike to liquidate Leopold, just for them to buy his bag at a discount?

Did I get that right?

[Cusp @CuspInvest]

@AndersReiche @fullyallocated_ Commentary on call was better. At core I agree thesis is on track. Management need to be better in the letter at addressing difficult topics (remove chart is a terrible look) not just highlighting positives. Thought Nick a good job on the call

[Cusp @CuspInvest]

@AndersReiche @fullyallocated_ Have u looked at Opex ex growth? After 3 years of flatness …now increasing management need to clarify why and growing going forward and in Lt

[Cusp @CuspInvest]

@nerdalert @Lemonade_Inc Matt,Q4’s letter showed opex ex growth was $101M after 3 years of flatness, as proof of AI-driven leverage. 2Q later $118M , the chart is gone and zero commentary’s. Management need to address this…otherwise results look good

[Cusp @CuspInvest]

@shai_wininger @Lemonade_Inc Shia, Q4’s letter showed opex ex growth was $101M after 3 years of flatness, as proof of AI-driven leverage. 2Q later $118M , the chart is gone and zero commentary’s. This is VERY poor comms …please address in call