Jan Woldstad

A little bit of this and a little bit of that.

System builders eat last, but they eat forever.

[Jan Woldstad @JanWoldstad]

@gurgavin American tech in an de-globalizing world can quickly become a liability - a process Trump has fasttracked as well.

Ironic.

[Jan Woldstad @JanWoldstad]

@TobyPhln xAi got rerouted H100s from Tesla.

That was the magic.

[Jan Woldstad @JanWoldstad]

@InOneScoop @alojoh Pretty much spot on, and I was along for the ride for after Solarcity.

In the end I made money, but the last 5 years - meh.
Worst part is that following Tesla for so long makes all the neglected and broken goals stand out like sore thumbs.
Not to mention the xAi stuff.

[InOneScoop @InOneScoop]

Tesla. In hindsight Elon knew holding up the stock price at that valuation required endless carrots. 1. Cybertruck had 2 million reservations. It turned into hot air. 2. The compact car was coming (for 2 years) and Mexico factory was to build it. It friend into complete BS. 3. Operating a lithium refinery factory is license to print money. It opened and no measurable impact to bottom line. 4. The golden key was the dry battery process once it becomes a reality. It did but cell costs from China plummeted and it became a nothing burger. 5. Major manufacturers were in discussion with Tesla to license FSD and then poof it was all a dream. 6. The most famous.. half the US population will be served by robotaxis by year end 2025 (said before his comp vote). And poof .. last quarter it was replaced with “it doesn’t make sense to scale robotaxi faster if better FSD models are coming. 7. Another famous claim “Everyone that could afford a Tesla would want a Tesla the problem is high monthly payments and interest costs” .. horse sht. 8. Solar roof and solar city — let’s not go there’s. 9. DOJO .. for 3 years it was the golden egg project … poof entire team was let go and he has been beginning GPUs from Jensen since. 10. Thousands of Optimus will be doing useful things in Tesla factories before 2025 years end…. Poof. 11. I will reward long time Tesla shareholders if any of my private companies go public. We all got the middle finger. 12. “I won’t go through with twitter purchase” then sold tens of billions with out warning. 13. We all endured bidens ensuing legal warfare. 14. DOGE drama. 15. Filthy Public spat with the president and getting booted from the White House lawn. 16. Never ending political posts. 17. The most absurd retarded earnings calls of any public company. 18. The next even bigger carrot? Terrafab. 50 football fields long and it will produce billions of chips. Because no one can supply enough for what Tesla would need like a national federal autonomous taxi service that does a federal law for it is being willow walked, and an Optimus robot that would first need high production factories (2 years) then ramp (1 year or more) and no one knows if it will be like cybertrucks 2 million reservation claim. One of The greatest series of business fantasy borderline scams ever told. Sold it all and moved to Micron at $400 and everyday I ask myself how did I become so stupid to keep given him the benefit of the doubt. Looking back it was more about not wanting to accept my failure of holding it. His carrot traps kept that hope and goal posts moving. Blocked him and his retarded gang of influencers. If someone hurts you move on.

[Jan Woldstad @JanWoldstad]

@KimiDevs 👋

[Jan Woldstad @JanWoldstad]

@alojoh The bigger tell is;

why are they not selling this excess compute to Tesla to speed up FSD/Optimus etc.

[Jan Woldstad @JanWoldstad]

@babyfolio -15% more - hard to tell
prices settles mid next week,
then all in elevator 🤝

[Jan Woldstad @JanWoldstad]

Not suprising, it just shows that the merger between xAI and SpaceX was to bail out a shitty company - xAI.

Elon might still win though since he has a lot of compute, but his so called "AI company" - which he started outside of Tesla - seems to have been a bad partner for SpaceX - best they could do was to sell the compute to competitors.

[Jan Woldstad @JanWoldstad]

@BenjaminDEKR It means xAI is a shithouse.

[Jan Woldstad @JanWoldstad]

@Linahuaa Even Europe will have cheap space access eventually.

[Jan Woldstad @JanWoldstad]

@gurgavin Both Anthropic and Google will build their own down the road.

They are basically paying for the full build out anyways.

[Jan Woldstad @JanWoldstad]

@gurgavin lol 😂

[Jan Woldstad @JanWoldstad]

18 Billion revenue, 1.8T valuation.

SpaceX was founded in 2002; all the insiders, VCs, Elon etc have gotten rich trough sequential raises outside of the public markets with ever increasing valuations.

They've in other words prevented small investors, pension funds etc participation in the value creation for the last 24 years.

But now they want to unload the mother load of shit on mainstreet with a valuation that basically can't go anywhere.

Entire thing reeks.

[Jan Woldstad @JanWoldstad]

@ChShersh "Token leaderboards" <- Tells you a lot.

[Jan Woldstad @JanWoldstad]

@edzitron If OpenAI which has economical - token efficient - models is saying this, it must be a shithouse over at Anthropic.

[Jan Woldstad @JanWoldstad]

@alojoh If you compare top in nov '21 to now its meager 405 -> 423,74.

The Tesla influencer fanatics are running out of arguments.

It's been 5 wasted years for long term Tesla investors.

[Jan Woldstad @JanWoldstad]

@RoyStew78036358 @toptickcrypto cash positive?

Just imagine what they see behind closed doors that make them behave like this.

[Jan Woldstad @JanWoldstad]

@litcapital everyone is participating in the wave.

There is no other wave.

[Jan Woldstad @JanWoldstad]

@wintonARK Anthropic will build their own.

[Jan Woldstad @JanWoldstad]

@8teAPi An IPO at 2T should be traded in the marketplace first before any index inclusion.

This phenomenon with especially SV PE companies getting absurd valuations in private, which they then want to dump on the general marketplace is abhorrent. There is not much upside left.