Mathew Herges

Father, Husband, IT Professional, Data Center, VMware, Spaceflight Nerd

[Mathew Herges @herges]

@ElectricRaph It's almost as if they have their heads up their asses...🤔

[Mathew Herges @herges]

@SensatiionuL People have been doing dumb stuff for a long time. We used to do the correct thing though, not tell anyone about it.🤦‍♂️🤠

[Mathew Herges @herges]

@JoeTegtmeyer Thank you for your service Joe!🫡🫶

[S.E. Robinson, Jr. @SERobinsonJr]

Pretty important and not getting the traction it deserves.

[Yorrin van der Graaf @FluentInQuality]

$ASTS management explaining the $1.3B rocket engine deal to shareholders

[Mathew Herges @herges]

@FluentInQuality S tier!!

[Mathew Herges @herges]

@TheCriticalDri2 The thread is a great wave of hope, I'll say that for sure.🤣

[The Critical Drinker @TheCriticalDri2]

You understand pop culture and pop music are different things, right?

[Mathew Herges @herges]

@thejefflutz That's no fun though Jeff. They want to tar and feather people on accusations alone. If the U.K. courts can do it...🙃
It's a sad state really.

[Mathew Herges @herges]

@WayneLewy_ @DirtyTesLa I'll spew all the "nonsense" I want. It's not done. You can't tell me what to do.🤣

[Mathew Herges @herges]

@WayneLewy_ @DirtyTesLa It's not a bold claim. The Cybercab is running, moving people of the public every day. It's trivial to have someone in one of the cities buy one and have it run in the geo-fence. You're clueless.

[Mathew Herges @herges]

I can think and assume all I want. The spirit of his bet was based directly on what Elon said. I think, that if Elon had only said that we will be launching Cybercab to our robotaxi fleet for public use before end of 2026, MKBHD would have made the same bet. Regardless, Tesla could clearly and easily accomplish selling a Cybercab to someone this year. Someone in Austin could be allowed to buy one and it just operates in the geo-fence. Done.

[Gentry Gevers @gentrywgevers]

Oil crashed the day after Democrats took Congress. Then Van Jones went on CNN and admitted the quiet part out loud.

The day after the election, Brent crude fell 8.7% in a single day. WTI fell 13% on the week. Worst week for oil since COVID. Nothing about the war changed overnight. Only the election ended.

And it is still falling this morning. WTI is down near $87 a barrel. Tankers are still getting hit near the Strait of Hormuz. But the fear is gone, right on schedule.

The official story is that traders think a Democrat Congress will force Trump to end the Iran war. Maybe. Hold that thought.

Because then Van Jones went on CNN and bragged about how they did it. His exact words: 'The Republicans never figured out what we were doing.'

Jones said Democrats ran something called the American Accountability Network. Tens of thousands of real people. Not bots. Coordinated to post the same message, everywhere, every day.

And the message never changed. Everything is unaffordable. Gas costs too much. And it is all the Republicans' fault. Jones said they tied kitchen table pain to Democrats on a positive and Republicans on a negative.

The scale he claimed: 32.5 million hits a day on Instagram. 88.8 million on X. 185 million on Facebook. That is not a campaign. That is a flood. And it was aimed at your gas tank.

This was not some random group either. The network's own partner list includes the DNC, the DCCC, the DSCC, MoveOn, the AFL-CIO and the SEIU. The whole machine, working one message.

So here is the question people are asking now. If the crisis was real, why did oil fall off a cliff the morning after the votes were counted? Inventories actually went down that week. Less oil sitting around usually means higher prices. Prices crashed anyway.

They did not win on policy. They won on volume. They manufactured a crisis, pointed it at your gas tank, and flooded every feed in America until it worked. And Jones said the network is not going away.

What were you paying for gas on Election Day?

[Mathew Herges @herges]

I think this is a frustrating call even for Elon. However, Elon is making the call to go all in on AV and Cybercab. He's trying to maximize/optimize for opportunity costs.
I think the same thing is going to happen after a year or two for the new roadster. It will likely be a limited run. They'll honor their commitment to build it, but on a limited run.
Diana is choosing to see it cynically, agreed. In a few years when Cybercabs have taken over, however, the whining will amazingly stop. Because Tesla will be pulling in so much cash that the stock will pop.

[Mathew Herges @herges]

@Diana99 https://t.co/E4lXT6arxu

[Elon Musk @elonmusk]

The Cybertruck order rate far exceeds our production rate. We will try to make as many as possible before shutting down the line in about 8 months, but will have to return deposits for a lot of people.

This is not a case of Cybertruck being unprofitable, as has been misreported by legacy media, but rather that the opportunity cost of the complexity of Cybertruck is vastly outweighed by the value of incremental Cybercab production.

[Mathew Herges @herges]

I feel like you're overthinking here. The Cybertruck never sold in high numbers due to a high price. I think what we are seeing is that they never got the production rate to where they wanted. Which caused the price to stay high. They had the fire sale a year ago and many more people put down money. However, I don't think they could get the production rate high enough to make the COGS work.
If there was margin, it was low. I'd love to get one, I still have my OG reservation from the launch day. I never pulled the trigger because its out of my reach financially now that I have a model Y, which I bought a year before the Cybertruck started production.
So, I don't agree that Tesla is making this a tactical move to get more money. The increase in price is likely to cover current and future overtime to try to get the production rate high enough to get almost all of the final orders done. The cost will continue to go up until they decide to stop taking orders. This will slow the influx.

[Mathew Herges @herges]

@PolitlcsUK The U.K. is cooked. 🤦‍♂️ No justice for any real victims and theater justice for a political commentator.

[Jonatan Pallesen @jonatanpallesen]

Fuck this.

Russell Brand gets 10 years based solely on the word of his accusers.

Meanwhile there are countless Muslim grooming gang child rapists who got off free despite far stronger evidence. For example Ahmed who got off free for child rape because the witnesses were deemed not credible, even though his DNA was found on her underwear.

Or offender J, a Muslim child rapist who participated in a 24-hour long gang-rape of a 12-year-old girl they had abducted in Oldham. He was named as a participant by one of his co-rapists, as well as by his wife, but never received a sentence due to lack of forensic evidence.

[Mathew Herges @herges]

@AIDRIVR 😍