Thierry Cases

[Thierry Cases @cases_thierry]

@biancoresearch This is getting ridiculous. How many truce have we assisted to since the Potus decided he wanted to fix this?

[Thierry Cases @cases_thierry]

@DonDurrett Cause hrs retarded

[Thierry Cases @cases_thierry]

@wildcat2013 Can I ask how you know that northernman is the CEO? What is the proof linking him to this account? He's been a basher on a company I am invested in while not having any shares and he's been bashing for years. This is a strange behavior for somebody with no position

[Thierry Cases @cases_thierry]

@TommyThornton You really hate his guts 😅

[Thierry Cases @cases_thierry]

@AndreasSteno He probably took a put on SPY and a long position on oil to create more wealth. US is now a banana republic, sad to see

[Thierry Cases @cases_thierry]

@biancoresearch Ever tought those guys get some ideas by reading our great minds like yourself?

[Thierry Cases @cases_thierry]

@LukeGromen US is now a banana republic, sorry to say this but your check and balance is broken

[Thierry Cases @cases_thierry]

@TommyThornton Question is what will be the marginal advantage of such tech ( lidar and radar) in 6 months, 12 months, 2 years, etc). At the point where it tend to near zero, then the moat they will have on cost per mile will be paramount

[Thierry Cases @cases_thierry]

@TommyThornton Point being that the absolute and only way to state the technological approach based on cameras only and neural network is to establish without any doubts what will be the future limit of the approach. Clearly adding lidar and radar adds security ( for now).

[Thierry Cases @cases_thierry]

@TommyThornton Well you can make that argument. In what way would it differ from experts saying after the second crash of the Space x Rocket that it would never work in the future? I mean, to achieve any goals you need multiple tries and iteration to see what needs to get enhanced and corrected

[Thierry Cases @cases_thierry]

@TommyThornton Well, I guess your thesis is based on your assumption being true which implies you are seeing and understanding better the Musk the limit of the tech. Up to now, let's say he accumulates a few successes (more then failures).

[Thierry Cases @cases_thierry]

@TommyThornton Directionaly right and precisely wrong.

[Thierry Cases @cases_thierry]

@TommyThornton The absolute only way Waymo wins is that Tesla never achieves level 4 with their neural network. However the trend is clear, their fsd is getting better and better with each new version and each miles run by their cars. Consodering this, what is the only conclusion?

[Thierry Cases @cases_thierry]

@TommyThornton There are 2 important parameters to consider. What is the point where robotaxi will be enabled by Tesla. ( the milestone being when their cars will be SAE 4). The second one is the capacity to scale once milestone is achieved.

[Thierry Cases @cases_thierry]

@adamtaggart The correction was needed as price went vertical. I would expect silver to retrace in 50s before it can continue

[Thierry Cases @cases_thierry]

@LynAldenContact Quality>quantity. Keep it on Lyn!

[Thierry Cases @cases_thierry]

@AndreasSteno You know oil markets respond to actual offer and demand and not psychology of retail right?

[Thierry Cases @cases_thierry]

@badcharts1 If so global recession and will tank back down

[Thierry Cases @cases_thierry]

@benjamincowen Totally agree. We have for a 2 years unless a crisis justifies fed massive QE intervention

[Thierry Cases @cases_thierry]

@zeroes_finance @muddywatersre This didnt age well