@Tesla I never said I wanted the Roadster to be anything other than a fast electric car. But after all the teasing, quotes from Elon, the hype, and the October 1 cancellation, this fucking car better be doing fucking barrel rolls tomorrow.
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
As an aside, IQ strongly correlates with walking speed.
The correlation is, like, extremely significant. There are essentially zero outliers.
Top quintile walkers are a full standard deviation smarter than bottom quintile walkers.
Let’s get this straight: at 2:30 a.m., a 71-year-old man wanders the freeway. A Tesla on FSD avoids him well, only skimming his side, but another car hits and kills him. What’s going on with these stories flooding the news?