Gene Weinmann

Owner Gene Weinmann Consulting

[Gene Weinmann @WeinmannGene]

@MattZirwas That's a great post

[Gene Weinmann @WeinmannGene]

@775Garage Had the same problem happened on our 2026 model y premium about a week ago, after 3 months of ownership. I tried the reset using this scroll wheels, no joy, then did a full power off, didn't work. Then I asked Grok, which provided a full step by step cure, it worked perfectly.

[Gene Weinmann @WeinmannGene]

@rumilyrics Appreciative

[@amuse @amuse]

If you were wondering why Democrats fight so hard against voter ID laws, wonder no more...

[Gene Weinmann @WeinmannGene]

@farzyness Congrats on your decision, and welcome to the movement

[Gene Weinmann @WeinmannGene]

I just donated to President Trump and I want you to join me. Click below to chip in $5 and to Make America Great Again! https://t.co/8G4wdTnx6a

[Gene Weinmann @WeinmannGene]

https://t.co/KldXsZ1UVY

[Jason DeBolt ⚡️ @jasondebolt]

Elon hasn’t transitioned to GodMode, but those he’s fighting against and calling out have. They think they are about the law and above humanity. Elon is just a skilled fighter beating GodMode bosses.

Do you not see the insane levels of fraud, corruption, and incompetence at the highest levels of our political and corporate offices that he’s calling out on a daily basis?

And you don’t want him to speak up about it? Then who should?

Should only people who lack influence or who have little to lose be speaking up?

Or just journalists, while we all remain silent?

Or nobody?

Have you applied a systems thinking approach to your position and fully understood the consequences of people speaking up only when it’s convenient, peaceful, and noncontroversial? Because right now you seem to be thinking only about how Elon’s behavior impacts yourself.

What kind of world would we all live in if people didn’t call out corruption and incompetence?

All the freedoms you enjoy were fought for by brave men who understood the threats posed by complacency to those with and endless appetite for power.

We need MORE powerful business leaders to start speaking up, not less. If we don’t practice our freedom of speech, it will be taken from us and from all future generations by the stroke of a pen. You don’t seem to have fully internalized this.

[Gene Weinmann @WeinmannGene]

https://t.co/x2LEbHFg7R

[UP @UnpluggedTesla]

First-ever statement of opinion on $TSLA (from Ben): This morning, with $TSLA down 10%, I personally bought more shares. Having lived and breathed Tesla for a decade, here's my view and why my view differs from the market. These are my personal opinions, so take them as you will:
1. Guidance creates pressure that leads to inefficient action. EOQ rushes, trying to hit short-term numbers on a specific day, is a game that disadvantages a company's efficient long-term execution on a mission and likely hurts long-term growth/value. Guidance is necessary to pump stock value short term and is also expected. I get it. However, this granular guidance is not as essential for long-term holders. Tesla has $29 billion cash on hand. I read the absence of guidance as a result of a strong cash position, strong fundamentals, and focus on the long-term plot with increasing disregard for expected standards. Capital expenditures increasing with confidence also shows no headwinds, and confidence remains strong in long-term value creation. Anyone who knows Tesla knows the play is in big long-term transformative bets, not short-term forgettable wins.

2. The critical drivers of success are not only safely in place; they're in a stronger position than ever. Anyone investing in Tesla expecting it to be a multi-trillion dollar company is investing in:
A. FSD. V12 is a giant AI-driven leap being deployed right now.
B. Optimus. I've believed since the day this was announced that this is a more significant business than vehicles. Noteworthy that the market has given this almost zero value impact. Crazy.
C. Unboxed manufacturing & next-gen low-cost vehicle. Significant progress here; it'll likely be impossible to compete with this vehicle when paired with FSD. This vehicle to cars is like SpaceX to ULA for rockets. No competitor will even be relatable.

3. Frequently, the market gets X/Twitter-sized quick comments from Elon and then applies their own prejudged spin to the subject as a news narrative. Often, the result is the least favorable interpretation of the subject. I find it unfortunate that complex subjects with significant implications and risk of misunderstanding are presented in short soundbites that allow spin room to breathe vs. completely prepared statements. Moving fast and breaking things works great in manufacturing, but it runs the risk of working poorly in external brand communication. When opinions are formed by the general public on incomplete/incorrect information, it is tough to deploy a correction that lands with everyone. When a product is made fast but not deployed to the masses, it is straightforward to correct before it is deployed to the masses.

Further, the asymmetric advantage of Tesla "insiders" who follow Tesla as long as I have is that we can often understand the intended meaning of these shorthand statements more accurately than the average retail investor. That understanding is only attained with thousands of hours of consumption of information. Retail investors and media are not armed with that, nor could they ever be.

A most recent example (of many) is the 25% voting rights relative to AI subject. We understand this for what it is - Elon has a highly valid concern that AI in the wrong hands is extremely dangerous. He also has a highly valid concern that AI in a single person's hands is extremely dangerous (even self-awarely his). His conclusion that he has more influence (25% voting shares) in AI decision-making is consistently in line with everything he's ever said on the topic of AI. However, when stated in X/Twitter short sound bites, the market can interpret it in a variety of negative ways that reflect their less considered views rather than Elon's views, which are often most deeply considered due to his depth of knowledge in these matters. It is almost as if Elon expects consumers of the content to have watched every Elon interview and to already understand his underlying reasons for his conclusion. This can place superficial pressure on the stock and is unfortunate to see repeatedly on whatever is the controversial subject of the moment. A summary recap of reasoning is almost always missing, and I think I would help a lot with public narrative and understanding. That being said, Elon is a great thinker, but he is not always correct on everything. Tesla Kool-aid drinkers also run their own risks of false narratives. There are no absolutes, and celebrating blind faith in an individual or company is not something I align with.

4. Profitability is extremely strong compared to all other automakers. Efficiencies in manufacturing are being gained at a rate no other automaker can compare. All of this leads to an insurmountable competitive advantage. This is all baked into the company DNA and, at this point, is simply an expected characteristic of any Elon Musk-led company. All Musk enterprises I find to be first principles engineering driven, aka truth seeking and truth driven for theoretical maximum outcome.

5. Tesla, whether intentional or not, continues to sandbag earnings communication. Sadly, a 10% drop is almost expected at this point. Perhaps it is frustration driven because whenever Elon talks about the real substantive topics like FSD, Optimus, etc, that long-term investors hold TSLA for, it is often taken as too long-term thinking to be valued. This in itself is idiotic to anyone who invests in Tesla because we're aligning our capital with Tesla's advantage in long-range thinking and rewriting the rule book of what the general population thinks is possible. The outsized impact of disruptive technology takes time to build from the ground up. Conversely, short-term wins that the market responds to from these earnings calls often have near-zero long-term value implications. So perhaps when the substantive topics are laughed at by people too naive to understand what they mean, while the short-term rewarded topics are too meaningless to enterprise value to waste time on, this becomes the result of these meetings. Stupid prizes for stupid games. A shame.

Conclusion - I've owned $TSLA since 2012. I bet my career and started UP due to my conviction in Tesla's mission in 2013. It has nearly destroyed our company multiple times, but we've been unwavering in our commitment. Our organization continues to be, and I remain a long-term believer in the mission. I'd also love it if my $TSLA shares appreciate in value in a logical progression with the company's execution. At times, when it feels disconnected, like today, I buy more. It is frustrating when the market doesn't understand Tesla the way I feel I do. Maybe I'm wrong, and the market is right? Time will tell but my conviction is unwavering. I do not see any weakness in Tesla; the company is the strongest I've ever seen. And the public markets, I think, are out of touch (as always in TSLA's case).

I feel compelled to share my thoughts with others who might be feeling the pain that comes with being a Tesla shareholder at times. This is my personal take and my personal story. If it is helpful, please let me know. In all my years, I've never shared a take on Tesla stock. Your feedback will shape my view on whether I should share more on topics like this.
-Ben

[Gene Weinmann @WeinmannGene]

@bradsferguson A graphic depiction of disruption

[Gene Weinmann @WeinmannGene]

@TSLAFanMtl Bull

[Gene Weinmann @WeinmannGene]

@kimmithefirst @TeslaSg April 1st

[Gene Weinmann @WeinmannGene]

@bradsferguson I find your posts with Matt especially interesting & informative, looking forward to more.

[Sawyer Merritt @SawyerMerritt]

Morgan Stanley's thoughts on Tesla's investor day: "Tesla's audacious efforts on vertical integration are about to pay off. EVs are far too expensive today. Tesla gave a number of drivers for a 50% cost reduction for its next-gen platform. In a race to the bottom, we seriously question how the competition can keep up."

Adam Jonas also said that people shouldn't be disappointed that the next-gen vehicle wasn't unveiled: "From our experience, auto companies don't typically unveil far cheaper and potential better engineered products far in advance of SOP. Imagine you just placed an order for a $50k Model Y and Tesla tells you there will be a slightly smaller version for ½ the price with enhanced capabilities available soon… From a commercial standpoint, maybe not the best strategy."

[Gene Weinmann @WeinmannGene]

@squawksquare The info presented at the event could hardly have been more positive. A disaster for traders perhaps, but a huge boon for investers.

[Gene Weinmann @WeinmannGene]

@kvministries Yes - Elon is one of 4 world leaders I pray for, he is a huge participant in the Kingdom Age, and a world leader. Truth is extremely important to this man, one of many things I love about him. We need to cover this man in prayer.

[Gene Weinmann @WeinmannGene]

@wholemars I often find your input interesting on Tesla-related Youtube vids, but IMO you are not the correct fit for the Tesla BOD.

[Gene Weinmann @WeinmannGene]

@realMeetKevin Kevin, seems to me you are not thinking clearly; or perhaps, are not thinking at all. Perhaps YOU should be the one to shutup.

[Gene Weinmann @WeinmannGene]

@montana_skeptic 🤣🤣

[Gene Weinmann @WeinmannGene]

@bennyjohnson 🤣