David

If it ain’t broke, you didn’t try hard enough.

[David @DavidNoPressure]

@lrozen Nether one of them has mentioned that the stop was lifted? Seems like an important message.

[David @DavidNoPressure]

@lrozen Not the bartenders.

[David @DavidNoPressure]

@RadioFreeTom Yes, but it's widely known he incorporated references to rainbow flags into his classes on Russian Soviet Affairs. #DeepState

[David @DavidNoPressure]

@SarahLongwell25 @DavidAFrench John McCain didn't strike me as a deeply intellectual fellow but he was smart enough, serious, and a gentleman.

The apple doesn't always land close to the tree.

[David @DavidNoPressure]

@petrichorror @SkySportsF1 So we agree. His griping is world-class.

But after saying that his best days - as a Junior Champion - are behind him, perhaps you should be more charitable about his clothing.

[David @DavidNoPressure]

@petrichorror @SkySportsF1 Long time ago. Now he’s dressing well and his griping game is first rate.

[David @DavidNoPressure]

@GasBuddyGuy @lrozen

[David @DavidNoPressure]

@GasBuddyGuy @lrozen I filled my van up almost 1/2 way with diesel today. At $8.59/gallon that cost me $200. I’ve got a few of you covered.

[David @DavidNoPressure]

@marklevinshow You can fix this with the AOL installation CD.

If you don't have one, grab the most recent issue of Newsweek from your mailbox. There will be one wrapped in plastic.

Once you have it in the computer reply to this message. I'll have my grandfather walk you through it.

[David @DavidNoPressure]

@jackiekcalmes @lrozen Well, the good news is that we will start seeing GOP press conferences again.

[David @DavidNoPressure]

@MeidasTouch Aren’t there all…?

[David @DavidNoPressure]

@barbiehhall @lrozen That has to be a rhetorical question.

[David @DavidNoPressure]

Rivian R1T sales cut in half over 2 years. GM EV truck sales off this year after peaking in 2025. Ford Lightning dropped by 20% in year 3.

(PS - loved my R1T!)

[David @DavidNoPressure]

Cybertruck sales didn’t match expectations. Was it the segment or the product? I’ve heard some people call it the Edsel of its time. Hard to call it a flop if the bottom fell out on the whole segment

[Fred Lambert @FredLambert]

Musk doesn’t want the Cybertruck to go down in history as a flop, and we get it. It’s his truck. He approved the controversial design, hyped it for four years before it shipped, and boasted that 1 million reservations could translate to 5000,000 units a year.

But you can’t run a line at a quarter of capacity, run “10 days only” discounts, pull trims after 173 sales, and sell trucks to your own rocket company, then turn around and tell people demand was never the issue. The data is public. Tesla’s own delivery reports are public.

Our read on what happened is simple. Demand collapsed in 2025 and never came back. Tesla tried every pricing trick it had. When nothing worked, it found a future-facing reason to end it, and now it’s spinning the inevitable end-of-life rush as proof the truck was a hit all along.

Musk loves a big TAM. SpaceX’s IPO filing put its total addressable market at $28.5 trillion, and last month he went further, writing that he sees “a path to SpaceX being worth orders of magnitude more than the current Earth economy.”

So apply the same lens to Tesla. Pickups are one of the biggest and most profitable vehicle markets on the planet. Ford sold 801,525 F-Series trucks in the US last year, GM sold 925,656 Silverados and Sierras combined, and Ram moved 374,059. That’s more than 2.1 million trucks from three automakers, easily north of $100 billion a year at today’s transaction prices.

Robotaxis? Waymo, by far the leader, is doing about 500,000 paid rides a week, and analysts estimated its revenue run rate at roughly $355 million earlier this year. Tesla doesn’t even break out robotaxi revenue and we expect it to be a fraction of Waymo’s.

Maybe that flips one day. But that’s the bet here: Tesla is walking away from a giant market it can sell into today for one that only gets big if autonomy is solved in the next couple of years. Musk has made that exact bet before. He promised a million robotaxis on the road by 2020 and has said unsupervised self-driving was a year away almost every year since 2016. He’s lost every time.

And that rush is real, for what it’s worth. Some people want the last of a weird, genuinely impressive truck. That doesn’t make it a business.

[David @DavidNoPressure]

@FredLambert The conclusion seems correct. But the analysis? Comparing Cybertruck to gas isn't fair.

Compare it to the EV market and see a trend related to multiple factors including the end of the federal credit.

Ford started the current trend - cancelling Ev pickups.

Good luck Slate.

[David @DavidNoPressure]

@AdamKinzinger Still? Or again?

Feels like it was his Congress for a few years.

[David @DavidNoPressure]

@JonLemire @lrozen And the implications for Congresswoman Ilhan Omar?

[David @DavidNoPressure]

@BarbMcQuade It happened almost immediately.

The GOP of 10 years ago, and the conservative movement were destroyed soon thereafter.

This group of charlatans desecrates the flag and everything it stands for.

They are not your grandfather's GOP.

[David @DavidNoPressure]

@AVindman Many people have incredible respect for what you've done for our country. We are aware of your career. We witnessed your allegiance to our constitution, and we're grateful - Many thanks.