Thinker86

Big fan for big DATA.Well-connected China internet &VC/PE guy based in China.Passion for tech ,media and investment!

[Thinker86 @gibson861]

https://t.co/mhgPJIrazE The hub for Real China News --Rediscover China Media--All the Truth,Fact,Data update daily

[In Practise @_inpractise]

Unity has 80-90% market share in AR/VR

Unreal gets a lot of press because it's sexy, but Unity seems to have a huge advantage in industrial applications

$U

https://t.co/iCzWbzxcIk

[Thinker86 @gibson861]

https://t.co/GB5DxbCgD0

[Ashford Lawrence Advisors @ALawrence718]

@marketplunger1 @MacroOps Already sold just on the name. Shaddap and take Mah munny!

[Brandon Beylo @marketplunger1]

Hey all! Here's an unrolled version of this thread. Makes it a bit easier to read.

Let me know what S-1 you want me to analyze next!

https://t.co/37Wju49U3Z

[Brandon Beylo @marketplunger1]

[THREAD]

Unity (prop ticker: $U) filed their S-1 this AM.

I read the filing so you don't have to (but you should).

Here's a thread on what I found interesting, fascinating and down-right incredible from the company.

I'm starting from zero.

Join me: https://t.co/oYksYkzpb3

[2PM @2PMinc]

The latest licensed article is on @Roblox by @ballmatthew. https://t.co/5oN4CtOd7u

[Thinker86 @gibson861]

@gibson861 @bizalmanac @ballmatthew Unity Software SEC S-1 filings https://t.co/sXArtBmgPI

[Thinker86 @gibson861]

@ding_gang @BoDiplo @gibson861
Why Tesla is PR agent of Evil CCP (China Communist Party)!!!
https://t.co/RPWcRXrh9v

[Scott Adams @ScottAdamsSays]

Joe Biden promised us light.

[TC @TESLAcharts]

It’s not even close. In 2016, in the midst of SolarCity collapsing and Mobileye having fired him, he literally made up full self-driving claims in an act of overt fraud. The proof of this statement is overwhelming, starting with the heavily doctored (aka fabricated) demo video.

[Asymmetric Life @asymmetricbets]

The year is 2039.

“Parking lots are a remarkably hard problem.”

@elonmusk

Tesla
$TSLA
$TSLAQ

[phoenix10 (smartish) @phoennix10]

$TSLA - Right, @elonmusk? You would know.

[phoenix10 (smartish) @phoennix10]

$TSLA - how are model 3 sales in Germany, @elonmusk?

Dead last in EV sales?

[Thinker86 @gibson861]

@StultusVox @orthereaboot @gibson861 @BoDiplo @ding_gang CCP is evil..Elon Musk is the ally of Evil..Elon Musk cheated millions of investor and destroyed many people's life(The bullshit Driver-less high tech shit)
Why SEC still not take action to arrest this shitty crap dickhead???!!!!!

[luis carruthers @orthereaboot]

Same as it ever was.

Real employees with independent credibility flee as pseudo science takes over.

Valuation soars.

[luis carruthers @orthereaboot]

Martin Tripp- unbeknownst to him- uncovered material $tsla accounting fraud whereby “scrap” reclassified as “test”, thereby capitalized. Same fraud as $wcom.

Here’s sworn deposition attesting to same by another Tesla employee.

Number of articles on contents of docs, still 0

[Fundamental Investor @fundiescapital]

Whistleblower testifies under oath $TSLA — at a minimum — reclassified costs to glorify their gross profit/margin. Don’t like the numbers? Put it in “other” or SG&A to hide the poor manufacturing yield and make unit economics of a vehicle look stronger.
h/t @orthereaboot

[Bread Crumbs Research @breadcrumbsre]

Bezos on hiring process at AMZN