John Rowe

Retired Wall Street titan, NYT best selling author, Nobel nominee, co-invented internet with Al Gore, Olympic medalist, pathological liar.

[John Rowe @JohnRowe1960]

To all the FSDoubters and FSDeniers:

My wife and I (both 66 yrs old) have driven a combined 8,400 FSD miles on her AI4 LR Model Y and my AI4 LR Model 3. She’s at 95% FSD and I’m at 99%. As promised, FSD has avoided pedestrians, bicyclists and crappy drivers. Not a single safety related intervention; just a few navigation routing issues. WE CONCUR WITH PHIL. FSD WILL BE FULLY COOKED IN APRIL.

[John Rowe @JohnRowe1960]

@piloly Where is US?

[John Rowe @JohnRowe1960]

@BillBrooklyn10 Would you buy SpaceX IPO or wait for correction?

[John Rowe @JohnRowe1960]

@SenToddYoung Agreed. But we don’t need to indemnify Trump and his family from IRS investigations. And we don’t need a Director of National Intelligence who doesn’t know sh*t from shinola.

[John Rowe @JohnRowe1960]

@muskonomy I’m available if any select employees need a friend.

[John Rowe @JohnRowe1960]

@LaceyPresley Maybe true in a decade or two. But It will take a while for the vehicle-owning segment to feel comfortable purchasing an automated vehicle without a steering wheel and pedals.

[John Rowe @JohnRowe1960]

@Puppieslover Beer me!

[John Rowe @JohnRowe1960]

@indystar Your photos and captions don’t match. Sloppy

[John Rowe @JohnRowe1960]

@pbeisel @aaronburnett Fanboys, unite!

[John Rowe @JohnRowe1960]

@teslaownersSV @theXtakeover Where’s the email offer for extra 100 tour spots?

[John Rowe @JohnRowe1960]

@DBurkland Thx

[John Rowe @JohnRowe1960]

Two serious questions for George… 1) if Mr Musk destroys capital as you state, why on earth (pun intended) are institutional investors ridiculously oversubscribed to the IPO? 2) have you ever been driven by Tesla’s AI4 Full Self Driving software? It’s a helluva good product. Game changing in fact.

[John Rowe @JohnRowe1960]

@JackKuhr First time I’ve read your stuff. Great summary. Succinct and well written.

[John Rowe @JohnRowe1960]

@BradMunchen So why is it ridiculously oversubscribed by an institutional investors?

[John Rowe @JohnRowe1960]

@DBurkland @SawyerMerritt @theXtakeover Same. How about more VIP tix?

[John Rowe @JohnRowe1960]

@niccruzpatane Great summary! Wife and I are currently on a 1,200 Tesla road trip to watch Starship launch in So. TX. Trip planner, supercharging and FSD are so much easier than air travel.

[John Rowe @JohnRowe1960]

@CernBasher @grant_melson FWIW I read your post as holding opposing thoughts simultaneously. Doing a transaction vs. passing on it requires balanced fact based financial analysis. We need to be rationale, not emotional.

[John Rowe @JohnRowe1960]

SpaceX is the overarching (or master) brand. Separate businesses can then be identified as sub- brands.

SpaceX Starlink
SpaceX AI
SpaceX Launch Services
SpaceX Orbital Computing
SpaceX Lunar
SpaceX Mobile

Tesla already uses a similar master brand approach with Tesla Energy, Tesla Solar, Tesla Optimus, Tesla Services, etc.

[John Rowe @JohnRowe1960]

@CernBasher Forgot to mention…SpaceX will be heavy CAPEX for the foreseeable future, so they won’t be in a position to carry themselves and Tesla.

I just don’t see the rationale, financially.