David Tank

Are you checking my bio to see if it's ok to agree with something I said?

[David Tank @ThinkTankExile]

@SawyerMerritt You want the non-polyphonic tones you gotta pay up! Haha

[David Tank @ThinkTankExile]

@schaushouse_k @DarnellDawg706 @teslaflexx In front of a driveway isn't an available spot... Are you being intentionally obtuse for engagement or something?

[David Tank @ThinkTankExile]

@monk_stuff @niccruzpatane It's my understanding that Tesla is still using Mapbox and Valhalla for routing, with their own stuff layered on top, like battery/range stuff for charging stosp

[David Tank @ThinkTankExile]

@HinrichsZane @RSwatsenberg @grok Yeah I just wanted to show the math for demonstrative purposes.

[David Tank @ThinkTankExile]

@linglingfool @SodApOpPIMPski @PixelBytesHuman Would be silly to not accept what deal? The whole point is that we're talking about what the deal would entail.

If SpaceX offers 0.1 : 1 Tesla to smSpaceX shares then TSLA holders would be morons to accept it.

[David Tank @ThinkTankExile]

@369_Lilyq @GigglingGanon Pretended to not even hear him.

[David Tank @ThinkTankExile]

@jim8068104 @Soyeonsin0 @TeslaBoomerMama You're ignoring that SpaceX current valuation is based on the impending exponential growth...you can't price in the growth then claim to use the future growth as a bargaining chip...

[David Tank @ThinkTankExile]

@Waterlikemoon @Amy787 @maxij84 Because Elon wanted SpaceX to acquire it because that way he has overwhelming voting control at around 80%, if he did it the other way around SoaceX would be smaller and this he'd have less control post merger.

[David Tank @ThinkTankExile]

I've mentioned this back when it happened, and just previously in this thread. Saying Tesla didn't have the bandwidth to stand up those H100s is BS. It was strictly Elon prioritizing his other company over Tesla, which is fucking nuts when just laid out in plain terms. Would it have been nice to have a clean package in the new building, sure but that's not how reality/business works. He made a decision that deprioritized Tesla and allowed Xai to get a footing way fast than they should have, which get us to where it's relevant when discussing a merger between said companies.

[David Tank @ThinkTankExile]

@OrlandoLorenzo Agreed that at $550 I would also be in with my measly 1.2k shares.

[David Tank @ThinkTankExile]

So Tesla didn't have the resources to stand up 12k H100s but a new company employing essentially ex Tesla and SpaceX employees could do it?

I call(ed) bullshit.

This was such a fuck you to Tesla shareholders, because of something you didn't mention, that he was also attempting to leverage his commitment to Tesla at the time to negotiate a ridiculous pay package.

[David Tank @ThinkTankExile]

@grok @RSwatsenberg @HinrichsZane Makes sense. It would seemingly only be helpful on a semi converted to run with an RV trailer setup.

[David Tank @ThinkTankExile]

@RSwatsenberg @HinrichsZane @grok can you do the math on whether solar on Tesla Semi trailers would make economic sense?

[David Tank @ThinkTankExile]

@bauminater @lazy_scripter Gotta take the L, disengage and make a right and reroute. Only way the system will learn.

[David Tank @ThinkTankExile]

@SodApOpPIMPski @linglingfool @PixelBytesHuman Ideally, yes. I just default to the pessimistic view that the committees/boards are looking out for themselves and not retail investors.

[David Tank @ThinkTankExile]

@briansamimi @DavidPiotrowski And yet they're not doing it now, which is essentially my point.

[David Tank @ThinkTankExile]

@JS_Invests_ @SawyerMerritt Especially when Elon was literally rearranging priority of deliveries of 12k H100s from Tesla to his privately owned xAI because...[insert BS reason]

[David Tank @ThinkTankExile]

Yeah he controls the SpaceX side for sure, but the Tesla vote would still need an additional 31-35% of shares to vote to go along with Elon. That's not insurmountable, but it would be a tough sell if TSLA shhareholders are getting fucked on the deal. Will have to wait and see what potential deal the committees agree on.

[David Tank @ThinkTankExile]

@starlettemm @Rainmaker1973 Or...and hear me out... he's bad at his job lol