@WhiteMillions Why do you think lucid has a chance at turning it around? They just hired an elevator guy as ceo. What is the thesis for them to survive?
@AviFelman@Rewkang@Figure_robot I think your questions regarding which is the easy versus hard part (mechanical versus LLM brain) is what this hinges on. There are lots of companies that have more capacity than a Figure who are building a world model, who can easily spin up a bot.🤖
@Rivian_DD@KevinMelnuk Yeah either people re rate the stock immediately once deliveries start or we sell off and wait for the slow grind back up as they ramp. I’m just excited that each earnings call with be exciting now lol
@mdudas That article must’ve hit hard for people who don’t understand insurance lmao. 90% of that is just insureds not understanding terms and conditions and then being shocked at the results. WSJ making higher deductibles seem shocking 😳
@Tyler_Neville_ Totally agree and so much alpha in this idea. Second and third order effects have not been priced in any meaningful way imo because still haven’t figured out the ‘Walmarts’. Further geographies, more time in car so more monetization for car cos maybe. You?
@DeFiConnoisseur Totally agree and the most underappreciated project in the space right now. Have a feeling the dip into the 20 cent / 30 cent range post 10/10 will look absurd in the future