Terry Chen

Youtube:

[usakes @usakes_zhang]

https://t.co/4jAmY4m1OW
建议大家看一看这期@hackbearterry

嘉宾眼光特别通透，几乎和我想的一模一样

别的公司在裁员，而某司在扩招

你懂我意思吧🙂

[Terry Chen @hackbearterry]

@usakes_zhang 🫶

[Terry Chen @hackbearterry]

我覺得保時捷應該是故意的。如果在其他天，反而沒什麼人會關注，根本不會有流量。在今天 launch 就是給全網笑話，也是有放手一搏的流量。

[Porsche @Porsche]

Mission S.

Authentic. Consistent. Timeless.

A glimpse into the future - shaped by our heritage. Mid-engine architecture. A focus on the driver and the driving experience.

Call it a love letter.

[Terry Chen @hackbearterry]

Elon Musk 的存在就是���使你認真工作賺錢，不論是投資他的公司，還是買他的產品 😂 大家一起卷起來

[Terry Chen @hackbearterry]

@ijenbr 如果 availability 不是一個問題呢

[Terry Chen @hackbearterry]

把格局拉開一點就會發現，擁有車子可能是多餘的。如果所有車都會自動駕駛，為什麼還需要擁有一台車🤔

[James Cat @TSLAFanMtl]

One thing to keep in mind.

The overall ridesharing market in the US is ~4.5B rides per year. If we assume an average of 10 miles/ride, that is 45B miles. Even if Tesla converts every single mile, 100% market share, at $2/mile, that is revenue of $90B. Nothing to sneeze at, sure, but this doesn't get the valuation to 10x from where they sit now. A lot of this is already priced into the high P/E.

The only way this grows beyond $90B is by displacing other forms of transportation. This would require a cost/benefit that is very favorable for the consumer, and may also run into regulatory concerns. Public transportation very cheap, and heavily publicly subsidized. How realistic is this?

I think tesla's best bet is still to reach some sort of hybrid model where they can compete in ridesharing, but also keep selling cars for individual car ownership, and license their FSD to other manufacturers. If FSD delivers, the demand for their cars will increase as a result. And then we have peripheral opportunities in insurance, advertising etc. There are 100 different ways this can go. I think fully displacing personal vehicle ownership and public transit is the least likely thing to happen.

[Terry Chen @hackbearterry]

@SPCX100T 我也一直覺得merge 非常困難

[Terry Chen @hackbearterry]

到底在幻想什麼🤔

[Xill @Xil_llix]

The moment a merger offer is out, $TSLA is at minimum a $480 stock and most likely a $600 one.

The market better start anticipating.

[Terry Chen @hackbearterry]

Tesla is bad business for lawyers because it saves lives.

[Jason Oppenheim @OppenheimJason]

A public service announcement.

[Jason Oppenheim @OppenheimJason]

A public service announcement.

[Terry Chen @hackbearterry]

Cool. Can’t wait to try.

[Manus @ManusAI]

Introducing Manus 2.0

[Terry Chen @hackbearterry]

@ManusAI Cool!

[Terry Chen @hackbearterry]

@karashiukepan @ether_fi 謝謝

[Terry Chen @hackbearterry]

跟 @ether_fi 聯名的卡，設計是用我 YouTube 的 banner，真的滿帥的🥳

除了 15% cashback 之外，抽 iPhone 18 活動還有2天！

[Terry Chen @hackbearterry]

註冊連結：
https://t.co/4jrpzXNYUg

聯名卡 landing page：
https://t.co/tojGRbF6cH

[Terry Chen @hackbearterry]

Cybercab 一兩個月後會開始 24 小時運營👍

[Ashok Elluswamy @aelluswamy]

@wholemars next month or so. the next tech to merge on the v15 plan will enable it.

[Robotaxi @robotaxi]

Cybercab rides open to public tomorrow 5pm CT

[Terry Chen @hackbearterry]

There’s no future for $UBER unfortunately.

[@jason @Jason]

AV market share globally in 10 years:

$TSLA 40% 🥇
$uber's network of 20 partners 35% 🥈
Waymo: 15% 🥉
Long tail (outside of the uber network): 10%

Uber and Tesla are generational buys at under $100 and under $400, respectively IMO

[Terry Chen @hackbearterry]

new era

[Terry Chen @hackbearterry]

@usakes_zhang 恭喜🎉