Hemang Gadhia ➡️🦋👋

Tech startup CEO w/ focus on data intelligence & predictive modeling. Politics nerd and sometimes angel investor #data #startups #dctech #barça #mets #elonsucks

[Hemang Gadhia ➡️🦋👋 @hemang]

Hard to fathom the shift in VA politics since I moved here in '01. House delegation was 4 Ds 7 Rs (3-8 in '02 midterms) & both Senators were Rs. GWB won '00 +8 and '04 +8.2. Fast forward to '20, Biden wins by 10-11 pts, Ds have 7 House seats & both Senate seats @vademocrats 1/

[Dan O'Dowd @RealDanODowd]

New tests of @Tesla Full Self-Driving’s ability to react to pedestrians.

This time the child-sized mannequin is stationary in the middle of the road. FSD v12.3.3 has nearly 10 seconds to see the child, which FSD registers as a person 5 seconds before it runs the child down.

[Hemang Gadhia ➡️🦋👋 @hemang]

@ElectProject Michael, come on over to threads! We need an election community there. I hate coming back to hellsite just for election night. 😅

[Brian Schatz @brianschatz]

Probably a good time to check in on the tech bros for some foreign policy analysis.

[Hemang Gadhia ➡️🦋👋 @hemang]

@mattyglesias Not in the long run, but the @Dodgers would have one less bigot on the roster as a starting pitcher

[Stephanie Ruhle @SRuhle]

Watching a group of dudes who normally preach from Ayn Rand's book of philosophy suddenly demand Biden rescue $SVIB depositors while simultaneously doing everything possible to cause more panic in mkts and around regional banks.... it's a #wholeotherlevel of hypocrisy

[Nicolas Tilmans @ntilmans]

Gotta say, the VCs who caused this bank run freaked out at the lowest risk profile imaginable (regulated depository banks in the US).

What does that say about how they’ll handle your company when there’s *actual* risk involved?

[Hemang Gadhia ➡️🦋👋 @hemang]

Tldr; these same guys created the environment where SVB can fail (by removing govt regulations), then they CAUSED the bank run the made SVB insolvent, and now they'll be demanding govt bailouts and blaming everyone but themselves. These ppl have no shame. None.

[Hemang Gadhia ➡️🦋👋 @hemang]

Silicon Valley libertarian elites 2015-18: Too much govt regulation! Remove stress test for banks sub $250b deposits. Private sector knows best

Same SV libertarians 2023: SVB is dicey, EVERYONE PULL DEPOSITS NOW. Bank run? Survival of fittest, rugged individualism blah blah 1/2

[Hemang Gadhia ➡️🦋👋 @hemang]

< 20-25% SVB deposits vanish in 48 hrs & SVB becomes insolvent >

SV Libertarian elites after bank run: Who could've predicted?? Gotta be JPow and Yellen's fault. We need govt to step in and bail out our investments. And why wasn't there better govt regulation all along?? 🤣🤣

[Carl Quintanilla @carlquintanilla]

Last fall.
This week.

$SIVB

[Eric Newcomer @EricNewcomer]

no atheists in a foxhole. no libertarians in a bank run

[Hemang Gadhia ➡️🦋👋 @hemang]

@mattyglesias Literally every one of these douchebag Silicon Valley libertarians is gonna be begging for a bailout. And they won't see even a hint of irony.

[Hemang Gadhia ➡️🦋👋 @hemang]

@Patrick70776507 @shotnick81 @garyblack00

[Hemang Gadhia ➡️🦋👋 @hemang]

@shotnick81 @garyblack00 I never said that demand in China was related. BYD been kicking $TSLA's butt for a while now (see image). That doesn't change either of my points about US demand. Address those two items pls (used car price deterioration & the Morning Call data on brand sentiment cratering in US)

[Hemang Gadhia ➡️🦋👋 @hemang]

@Techgnostik @garyblack00 Yes you continue to ignore the two basic facts I mentioned. Used car price degradation versus other brands and declining brand sentiment (esp since Oct '22). Hardly shocking that an anonymous fanboy account with no purpose other than to promote $TSLA can't be objective.

[Hemang Gadhia ➡️🦋👋 @hemang]

@Techgnostik @garyblack00 shows only 10% D's have favorable view of $TSLA brand. That's a huge problem that you're trying so hard to pretend doesn't exist. But it's fine, keep telling yourself everything is all good as the stock plummets further. Enjoy the ride.

[Hemang Gadhia ➡️🦋👋 @hemang]

@Techgnostik @garyblack00 My tweet was intentionally hyperbolic. But you're in need of more copium since you can't understand basic concepts. Assume for a moment that $TSLA ownership was evenly split among D's and R's. There's ZERO DOUBT the brand value has cratered among D's. Latest Morning Consult...

[Hemang Gadhia ➡️🦋👋 @hemang]

@garyblack00 No level of price cutting will change that. Elon needs to replace the 80-90% of customers who now hate his guts. Simply not possible. And the contagion is growing beyond the US market as well. Unless Elon changes his persona quickly, $TSLA is toast. 💯

[Hemang Gadhia ➡️🦋👋 @hemang]

@garyblack00 then what's happening on the used car market. Fastest degradation in pricing among any brand in past 6 months. HUGE $TSLA inventory on used lots. ~10% of Democrats have positive feelings about the brand now & that percentage continues to crater. Can't be partisan as a car maker.