Thinkurious

Thinking about the future. Researching $ABCL. Just learning about biotech to educate me & others. Improving English. $TSLA investor. Own opinions, no advice.

[Thinkurious @Thinkurious]

Be careful what you vote for.

[Rebellionaire @Rebellionaire]

Tesla shareholders funded the robotaxi vision through the hard part.

The missed timelines, ridicule, drawdowns, and the “FSD is impossible” years.

So if Tesla ever gets folded into SpaceX, the question isn’t “would that be cool?”

It’s: who gets paid for the robotaxi value?

Bradford breaks it down here.👇

[Thinkurious @Thinkurious]

@robmaurer I still remember when Tesla compressed its PE ratio from like 1000 to 100 within 2 years.

[Thinkurious @Thinkurious]

wow! huge props to Elon!

[AJ Investment Research @alojoh]

Elon kept his promise. Tesla shareholders are being rewarded handsomely! Every Tesla shareholder who held the stock for "at least 10 years" can participate in the "supplemental IPO share allocation" to buy SpaceX shares at the $1.75 trillion valuatioin. A promise made, a promise kept! 👏@elonmusk

"loyalty deserves loyalty" 🎯

[Thinkurious @Thinkurious]

@SawyerMerritt @SpaceX Best thing about this presentation is that Elon is not presenting it.

[Thinkurious @Thinkurious]

Important discussion, don’t miss it!
Thanks to all three :)

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

Might SpaceX Buy Tesla at 2x The Price? https://t.co/JPKug7MZlO

[Thinkurious @Thinkurious]

@TeslaBoomerMama Jo should let Alexandra finish.
Alexandra should be a bit more respectful to Jo.

[Thinkurious @Thinkurious]

@TeslaBoomerMama I did not see one argument where you „tackled“ the 1:2 merger hypothesis.

Do you have counter arguments? 🤔

[Thinkurious @Thinkurious]

@nymbusjp @Yochana42437421 I also think it is good to have this just in case.
Maybe it is a 50/50 merger, maybe a 2/3 merger or whatever. Nobody knows the future. So better be ready for a range of possible outcomes.

[Thinkurious @Thinkurious]

@JackPrescottX All AIs hallucinate and will continue to do so. Been seeing some great improvements, but this still needs much progress.

[Thinkurious @Thinkurious]

Agree, must watch for Tesla investors!

Very good analysis and theory from Jo 💪

[Genma_Jp @nymbusjp]

Watch this from @JOBhakdi, it's excellent.
One minor comment from my side: $TSLA shareholders may always want a premium over the current share price, even if getting SpaceX on the cheap is a good deal. But there is enough buffer for that on SpaceX side.
Sounds like a great plan!
https://t.co/u6UNSgf6bF

[Thinkurious @Thinkurious]

@TeslaBoomerMama What do you think about a 1:2 merger Alexandra now with the 36B SpaceX shares?

This seems pretty solid to me

https://t.co/Veuvht8Mmw

[cyberprince @cyberprince_rwo]

$ABCL : The Antibody Factory

First principles:

Your immune system is the greatest drug discovery machine ever created.

Every time you get sick, billions of B cells search for antibodies that bind to the threat.

AbCellera's insight was simple:

What if we could search the entire immune system at industrial scale?

Instead of testing hundreds of antibodies:

They test millions.

Instead of looking at populations of cells:

They analyze individual cells.

Instead of taking years:

They can identify candidates in weeks.

Think of AbCellera as:

The world's most advanced antibody search engine.

Disease appears.

AbCellera scans enormous antibody repertoires.

Finds rare antibodies.

Engineers them.

Optimizes them.

[Thinkurious @Thinkurious]

@Gfilche @grok If you want something for the longterm, look at:

AbCellera

Peter Thiel not only invested but sat on the board himself, which is very rare.

If that made it interesting, I recommend the following article

https://t.co/ZgVCB0tNZI

[Jack Prescott @JackPrescottX]

https://t.co/rnRV9hYIqM

[Thinkurious @Thinkurious]

@robertgraham Funny this comment, coming from a meme account!

[Thinkurious @Thinkurious]

@wholemars oh, soo ... demand problem. Right?

[Thinkurious @Thinkurious]

She says SpaceX is a meme stock, now I heard everything 🤣

[Squawk Box @SquawkCNBC]

"None of the fundamentals of corporate governance are there at SpaceX," says ValueEdge Advisors' Nell Minow. https://t.co/XGRX8r1MAF

[Volodymyr Tretyak 🇺🇦 @VolodyaTretyak]

It took Elon Musk 3 years to realize that everything Mario Nawfal is saying is false 🤔

[Thinkurious @Thinkurious]

@TeslaBoomerMama Well played Alexandra, well played!

[Thinkurious @Thinkurious]

🤣🤣

[AleXandra Merz 🇺🇲 @TeslaBoomerMama]

🤣🤣🤣

Well, if the story is on hold ... (certainly nothing to do with the post below 🤣)

Read from bottom to top

[Marc Andreessen 🇺🇸 @pmarca]

Time is a flat circle.

[Jaynit Makwana @JaynitMakwana]

Dario Amodei reveals the two convictions that made him leave OpenAI to start Anthropic

"The first conviction was the scaling laws"

"If you scale up models, give them more data and more compute, you find incredible increases in performance. I was finding that in 2019 with GPT-2"

"There were a lot of folks inside and outside who didn't believe it at all. We made the case to leadership, this is going to be a big deal"

"The second was, if these models are going to match the capability of the human brain, we better get this right"

"Despite a lot of language about doing it in the right way, I was just not convinced there was a real and serious conviction to do it the right way"