@GavinSBaker And longer time to make $. So lower ROI because mostly the investment grows and return from new models gets reduced but as long as the old models still add value the return will still be there
@SawyerMerritt Interesting car. But it’s funny how no FSD makes it a no stater for many.
I tried Grok on FSD with the latest update. “Take me home” wow!
@FutureAZA Dude, my friend and ai are talking about you. We both watch your videos. We love your jokes. We just laugh so hard at how good they are and how effortlessly you come up with them.
Also your content is amazing.
@theinformation@aaronpholmes Microsoft said they responded to you prior to publication, correcting your incorrect assumptions. You published the article anyways.
You have 0 respect for the truth and we have 0 respect for you.
@SECGov should look into this
I never said I was short $TSLA in my SS post. @fortune@bloomberg The article also reports on an older $500 million bet. No, it was $5 million. 13Fs and journalists…
The full text of what I wrote:
“Outgrowing dilution, for purposes of achieving maximum present value for an enterprise, is not easy.
Tesla dilutes its shareholders at about 3.6% per year, with no buybacks. The chart above shows the kind of present value destruction that this level of dilution can impart.
With recent news of Elon Musk’s $1 trillion dollar pay package, dilution is certain to continue. Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time.
[As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots – until competition shows up.]
Another beauty is Palantir, which has been diluting shareholders at about a 4.6% annual rate despite buybacks. Palantir has no earnings after adjusting for stock-based compensation.
Palantir has the distinction of being the first billionaire:revenue ratio greater than one that I have seen. Five billionaires due to stock ownership, and less than four billion in annual revenue.”
@firstadopter Is it possible Nvidia doesn’t want to reveal client-privileged info? If I were a company working on a new AI model, I prefer I announce it when I’m ready. I wouldn’t be hooray if Nvidia did
@MichaelDell This is huge! Here is why:
Scenario 1: $250 @ 10%/year return
Scenario 2: after 20 years, the child contributes $100/month
Scenario 2 is ambitious, but it’s easier to invest when you have an investment account already.
@tofdaj@firstadopter Yep, I saw that. Once the founders got involved it seems Google is taking more risk.
You might be right. We will see.
I’m a Google shareholder and I hope they win.