Jasper

[Jasper @afc_jasper]

@Mike_kim714 @Titleist 43

[Jasper @afc_jasper]

@_onlyscott 🇳🇱🇳🇱🇳🇱

[Jasper @afc_jasper]

@jacobkugel @flightradar24 moet zeggen dat treinen akelig goed rijden deze dagen dus idk hoe je bedoelt dat de treinen niet rijden

[Jasper @afc_jasper]

@ryan_surai @afcstuff Every home game was sold out last year I believe

[Jasper @afc_jasper]

@billybinion On a similar note you can call the US a third world country do to a lack of (proper) govermental aid for medical costs, a poorer work-life balance and lower rank on a happiness scale. Both Europe and the US are great places to live, just for different people.

[Jasper @afc_jasper]

@Maxter1203 Maradona zei ooit dat de grootste club van een land de club is die het meest gehaat wordt.

[Jasper @afc_jasper]

@thomas526999945 @maxpescatori @EndWokeness Inflation is essential to make borrowing (specifically for mortgages) financially interesting. Imagine you buy a house with a $1M mortgage over 30 years, when the mortgage is paid off the house should be worth quite a bit more than $1M, as a result of inflation.

[Jasper @afc_jasper]

@marcelolima True.

On the other hand, Tesla also may not fully figure out autonomous driving (before (many) others).

In the end it is about making educated guesses, and I would rather put my money in the company that can benefit from many others, than just one.

Good discussion though 🤝

[Jasper @afc_jasper]

@marcelolima Red tape will likely result in AV rollouts being slower than the tech allows, which helps more companies catch up.

And even if only few solve it, Uber will still be able to take the mentioned cut, without having to cover the costs associated to it (bar insurance, as mentioned).

[Jasper @afc_jasper]

@marcelolima And keep in mind, the AV companies also still have the R&D costs for the AV's, fleet expansion costs, maintenance, etc. None of these costs will fall on Uber. The only increasing costs for Uber might be insurance, but even that is not certain. (2/2)

[Jasper @afc_jasper]

@marcelolima There is a good likelihood that there are multiple (possibly many) companies that 'sole' AV taxi's. UBER will likely get many (if not all) on their platform, and should be able to receive around a 20% cut from all. I'd rather get a 20% cut from all, than an 80% cut of one. (1/2)

[Jasper @afc_jasper]

@marcelolima Added to this: Uber can function like Amazon, but for rides. The reason Amazon works is because nobody wants to compare all websites/apps to find the best deal by going directly to the seller. Uber can and will work similarly for rides.

[Jasper @afc_jasper]

@marcelolima The main advantage of $UBER is the enormous amounts of data it has over other companies. Uber knows exactly when and where demand will surge/be lower, and can adjust fleet availability to it, significantly increasing utilization of the fleet and therefore margins.

[Gary Black @garyblack00]

There is a misplaced perception among some $TSLA bulls that the advent of unsupervised autonomy will somehow make $UBER obsolete and irrelevant when EV manufacturers can offer their own autonomous driving networks directly to consumers. Using this logic, one could argue $AMZN is irrelevant and uncompetitive to merchants who can sell directly to consumers. That logic is of course absurd, since AMZN’s 310M MAUs and vast distribution and fulfillment scale make it impossible for all but a few merchants to compete with AMZN.

$TSLA ‘s ride hailing network will be insufficiently robust to compete with $UBER with 170M MAUs. Cheaper autonomous rides will be one option on the Uber app. If TSLA forbids its owners to join the UBER platform, other manufacturers will gladly fill the void.

We are long both $TSLA and $UBER.

[Jasper @afc_jasper]

@joecarlsonshow When are you joining Joseph?

[Jasper @afc_jasper]

@joecarlsonshow https://t.co/GOx40yN6Kf

[Waymo @Waymo]

Auto mode activated: We're beginning our first fully autonomous miles for Waymo employees in Atlanta, building on years of experience and 33M+ miles across SF, PHX, LA, and ATX. Public autonomous rides will come to Atlantans exclusively through @Uber later this year.

[Jasper @afc_jasper]

@AggieCapitalist What exactly is going on with the shareprice? NVDA is not at ~2700?

[AI @nonewthing]

It is the team around Gabriel Martinelli that needs to improve, not Gabriel Martinelli.

[Jasper @afc_jasper]

@turningthetbles hoodie szn>>>

[Jasper @afc_jasper]

@SquirrelChat @the_transit_guy It’s not like every European is going to die in 17 years lmao