@nerdalert@TKamot Actually the question is what is $TSLA fair value today. Obv not 1.4 TN market cap, which is like ~1 TN+ of speculation baked in. The stock should drop by 2/3 to get into a sane zone.
@TeslaXplored “Master Plan Part 3” now 100% memory holed. No one is even discussing or recalling what it was or observing Tesla pretends it never existed.
@FredLambert Having coined the term Model 2, it’s sad that 2S3XY is now a deprecated-before-inception meme, even if Elon capitulates and uses this name for a compact, which he won’t.
@SawyerMerritt Tesla’s response to this question would carry implications for all HW4 and HW3 vehicles, which were promised to contain the necessary equipment for FSD, which can only be *actually full* if unsupervised.
@p_ferragu Your most flawed prior argument was that Tesla cannot beat Uber or Lyft with availability of short wait times, which is easy IF the FSD software is polished. Tesla can flood streets with cheap-to-manufacture vehicles driving in loops. Look fwd to this report.
@jeremyjudkins_ Sending so much care and empathy to you, Jeremy. You’re a nice guy and this loss isn’t deserved for you and him. I hope you two reunite in a better place.
@draecomino Regardless of the accuracy of your most infamous tweet, you were also right when you pointed out (I believe you did?) how unusable for most consumers Ethereum L1 is. Onboarding to L2 is too complicated for the masses. Ethereum L1 needs a new micro-gas fee model or it stagnates.
@sassal0x Ethereum Layer 1 is unusable for most consumers, and onboarding to Layer 2 is too complicated for the masses. Unless Layer 1 capitulates into a new minuscule-gas-fee model, Ethereum will drift sideways as a stranded technology with at-best moderate adoption.
@cburniske An apology is owed on $TIA. The coming bear will surely take it sub-$1. Charts like SUI:TIA indicate this was the wrong SOL-ALT barbell pick this cycle.