Steve

[Steve @infinityquant]

@garyblack00 I just want to know how many hedge fund shorts are paying this fella to bash $TSLA and $SPCX day after day. He claims not to be short, but he has never confirmed whether he is being paid for his obsessive bashing. This is not normal, there are over 6,000 stocks to analyze….

[Steve @infinityquant]

@thejefflutz @garyblack00 $TSLA business only rhymes with the auto industry. Historically, the auto industry has proven to be a commoditized business—even luxury cars. However, Elon is building a powerful durable competitive advantage- The $TSLA AI model is unquestionably the safest.

[Steve @infinityquant]

@garyblack00 Look no further than $NVDA stock price post GTC and Cramer interview. Smart $ is not fooled. No one at $TSLA is losing sleep. The faster Mercedes puts their cars on the road the sooner they will pull their version of full self driving in order to protect the brand.

[Steve @infinityquant]

@teslayoda They will, after their models fail to keep passengers as safe as $TSLA, and the bad press starts to erode their brand value.

[Steve @infinityquant]

@garyblack00 Ask yourself, will you be willing to drive a Mercedes with fsd once it is apparent that you’re 10x more likley to crash—how about 2x vs $TSLA. Block out the noise, if you are a long term investor. The shorts and the tourists will be proven wrong, again.

[Steve @infinityquant]

@garyblack00 Historically, the auto industry has proven to be a commoditized business—even luxury cars. However, Elon is building the most durable competitive advantage in the history of all industries. The $TSLA AI model will be proven to be the safest.

[Steve @infinityquant]

@niccruzpatane Elon is building the most durable competitive advantage we will see in our nations history.

[Steve @infinityquant]

@TheSonOfWalkley $TSLA Moat—Safest AI on Earth — While Everyone Else Trains Fake Models. Unfortunately, some people will get seriously hurt driving in vehicles with inferior AI before the shorts and tourists focus their minds on the durable $TSLA barriers to entry.

[Steve @infinityquant]

@garyblack00 If you think $NVDA is a good analog for what will happen to $TSLA, keep in mind $NVDA has 7 customers. $TSLA Optimist will generate thousands of corporate clients and millions of consumers. Also, the service/parts business will be high margin.

[Steve @infinityquant]

@garyblack00 Imagine when $TSLA announces a backlog of 100,000 Optimist orders—$3,000,000,000. $30,000 per unit. No vacation time, no salary, 2 shifts per day x 7 days.

[Steve @infinityquant]

@garyblack00 $TSLA BIGGEST DECISION NEXT 6-12 MONTHS—License AI Model to auto companies? $TSLA Can lock all form factors into the robotaxi network. Game over.

[Steve @infinityquant]

@garyblack00 $TSLA Moat—Safest AI on Earth — While Everyone Else Trains Fake Models. Unfortunately, some people will get seriously hurt driving in vehicles with inferior AI before the shorts and tourists focus their minds on $TSLA barriers to entry.

[Steve @infinityquant]

@niccruzpatane Tesla’s Hidden Moat: Safest AI on Earth — While Everyone Else Trains Fake Models

[Steve @infinityquant]

Tesla’s Hidden Moat: Safest AI on Earth — While Everyone Else Trains Fake Models

[Chamath Palihapitiya @chamath]

I plan to buy and deploy large fleets around the country when possible.

Should pay back and be positive FCF < 2 years…

[Steve @infinityquant]

@garyblack00 Tesla’s Hidden Moat: Safest AI on Earth — While Everyone Else Trains Fake Models

[Steve @infinityquant]

Tesla’s Hidden Moat: Safest AI on Earth — While Everyone Else Trains Fake Models!

[Sawyer Merritt @SawyerMerritt]

NEWS: Tesla has raised the base cost of its Robotaxi rides in Austin to $3.25 (from $1). The cost per mile on top of that is still $1.

So a 5 mile long ride would now cost $8.25

[Steve @infinityquant]

@garyblack00 Fact check: 18% of rides in Austin are already without safety monitors. Longterm investors, as opposed to tourists and shorts, are focused on the trend and the future cash flows. Focus on the signals, not the noise.

[Steve @infinityquant]

The increase likley reflects legitimate operational and security necessities including millions of $ for increased security features.

[FetzInvests @FetzInvests]

Good morning folks 🫡

Lots to be thankful for today!

For me that’s my beautiful wife, the ability to move my body, and the fact that Michael Burry’s argument on Palantir $PLTR is that Alex Karp travels private

Guy lost his edge 20 years ago

[Steve @infinityquant]

Applying rumored financials from SpaceX to determine whether a merger makes mathematical sense, “makes no sense”.

[Steve @infinityquant]

Gary, I agree for now, but the $99 cost will be subsidized by the insurance companies. If Lemonade Insurance is already offering up to 50% discounts for tsla fsd usage, then the net cost of fsd is probably closer to $49 today.