Jason Roycht

The secret of change is to focus all of your energy, not on fighting the old, but on building the new.

[Jason Roycht @JasonRoycht]

my thanks to @FierceBadger420 whoever you are. The only tweet I ever had framed.

[Jason Roycht @JasonRoycht]

sources and data here : https://t.co/ZGgWNnHDlj

[Jason Roycht @JasonRoycht]

The "single largest EV truck deployment", i.e. the WattEV order of 370 #Tesla Semi's is not a market confirmation of competitiveness or adoption. It's the largest "Tax-payer subsidized market equalization" you will probably ever see for EV's under Trump.
Here's the math and who to thank. @GavinNewsom has the troll of year by making "I did that" stickers for each of these 300 trucks to be placed.
Sources and data in comments.

[Jason Roycht @JasonRoycht]

I have released a full analysis of the #Tesla Semi. This is a detailed report over 3 posts analyzing the cost and potential vs. diesel.

The conclusions:
Tesla potentially can match diesel on a small portion of the US market - my estimation about 20-25k units/year.

This is only in specific regions, not the majority of the US and only in specific use cases (eg. 6 trucks : 1 charger) and mainly on the cheaper Standard range.

I believe in order to open a broader market, Tesla will need to improve the price/lease of the truck and needs to consider charging subsidies (like done on cars).

They have over-estimated the market and will struggle to keep the plant running at the reported capacity of 50k/year.

A great first step, but not nearly the prime time product required to scale.

Full report here:
https://t.co/l1jQhUjGYH

[Jason Roycht @JasonRoycht]

I think this is Claude rolling its eyes...🙄

[Jason Roycht @JasonRoycht]

Wow! @InsiderNikola got $600k for shit talking Trevor Milton and his companies (via his own testimony) $100k / 105.7k tweets vs $600k / 4.6k tweets = $0.95 per tweet vs $140.43 per tweet. And that’s not counting all the retweets of both from @wholemars 😂

Come on, we can’t let the shorts win #sawyerneedsaraiseifthisistrue

[Jason Roycht @JasonRoycht]

@AccordSawyers Yes great point. Ambitious energy cost.

Nikola did sell H2 for around $6-8 starting in 2023, which the company missed. When did he say that? Here’s Elon saying $0.07 is real. “These are real numbers”

Pam says same picture!

[Jason Roycht @JasonRoycht]

#follownone #nikolaproud

Trucking ain't easy. Failure is not illegal.

[Jason Roycht @JasonRoycht]

Remembering 2020. What a ride. @skorusARK with this banger. Nikola did deliver FCEV trucks. Surprise M###F### !! Still waiting for Tesla. Their current econs are nowhere close to this (and never were). I still laugh about the $0.07/kWh w/ battery storage and solar.
https://t.co/gIxc2J3WXd

[Jason Roycht @JasonRoycht]

Who's actually ordering the #Tesla Semi?
Not the mega-fleets. Of 79 entities with HVIP vouchers, only ~12 are top 500 carriers. The rest? Small drayage operators betting big on a truck.
$133.8M in public funds. Waiting.
#TeslaSemi #Trucking #HVIP #EVTrucking

[Jason Roycht @JasonRoycht]

@ElectrekCo Source: Ligma Johnson 😂

[Jason Roycht @JasonRoycht]

I was inadvertently added to a signal chat yesterday (by White House intern Ligma Johnson) and it appears this joke may actually come true. 👊🏻🇺🇸🚛🔥

[Corbin Williams @corbinwilliams]

BREAKING: President-elect Donald Trump nominates Trevor Milton as the Secretary of Electric Vehicle Leadership🔋🇺🇸

[Jason Roycht @JasonRoycht]

Well that’s some news….

Founder of Nikola Motor Company, Trevor Milton, Pardoned by President Trump

https://t.co/acwJ5URMk7

[TESLARATI @Teslarati]

BREAKING: In a landmark decision, President Donald J. Trump has granted a full and unconditional pardon of innocence to Trevor Milton, founder of Nikola Corporation.

"This pardon is not just about me—it's about every American who has been railroaded by the government, and unfortunately, that's a lot of people," said Milton.

"It is no wonder why trust and confidence in the Justice Department has eroded to nothing. I wish judges would stop believing whatever the prosecutors feed them so Americans could trust the justice system again. Until that happens, our justice system will continue to erode until there is nothing left."

[Jason Roycht @JasonRoycht]

👀

[First Squawk @FirstSquawk]

FOUNDER OF NIKOLA MOTOR COMPANY, TREVOR MILTON, PARDONED BY PRESIDENT TRUMP

[Jason Roycht @JasonRoycht]

👀

[Conviction or Conspiracy: The Trevor Milton Saga @tmsagamovie]

“Conviction or Conspiracy: The Trevor Milton Saga”—Was Nikola’s founder a fraudster, or the target of a media-driven takedown? Watch the full trailer here: https://t.co/ABBHjqnLOP #trevormiltonsaga #tmsagamovie

[Wen Han @WenWindroseEV]

Mr. President @realDonaldTrump , we heard you and we would like to announce our plans to build Windrose EV truck’s first manufacturing facility in the United States! Please help find us the right community to invest in! Please email [email protected] Tom Stringer, Esq

[Jason Roycht @JasonRoycht]

@fredlambert

[Jason Roycht @JasonRoycht]

@fredlambert The source is strong with this one ….

[Jason Roycht @JasonRoycht]

@fredlambert I’m told Ligma or Johnson may have left Nikola or might not have worked there after leaving Twitter. @stephengirsky may or may not be selling bitcoin swaps.

Source : Prof. Suggon Deeznutz