🇺🇸 Matt Fenzel 🇺🇸

Engineering, Design, Refrigeration, Long Term Tesla investor, referral link:

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@TeslaBoomerMama @VP @marcorubio We need more people who problem solve in politics (e.g. engineers) but they often are not the best with people.

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@TeslaBoomerMama @VP @marcorubio True, which is kinda unfortunate

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@TeslaBoomerMama I only wish I had more capital to deploy 😭 😂

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@VivekGRamaswamy Please streamline how to report fraud. It’s a paper work nightmare, had my tax return check fraudulently cashed/stolen from me and Ohio Department of Taxation required so many forms that I don’t know that it’s even worth the money I am owed!

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@NickGibbsIAG $SPCX is down more than $TSLA in the last month though

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@farzyness @boringcompany @Rebellionaire But how do we invest in it?

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@bennyjohnson He doesn’t even need to nuke the filibuster, just don’t allow the zombie filibuster, make the democrats hold the floor to filibuster it.

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@farzyness It’s funny, you explaining this makes me certain that they are not going to do this and that makes me even more bullish because that would mean they intend to deploy a very large amount of cyber cabs 🚕 in the next couple years (double exponential deployment curve)!

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@TheDrugMoney Poor - mow your own lawn
Wealthy - pay someone to mow your lawn
Very Wealthy - mow your own lawn

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@Houseofyogi Inflation is a killer tax on those who don’t own assets and are just scraping by. It’s quite evil of our politicians to impose this tax due to their inability to do their job and make the government live within its means.

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@GeorgiTsiklauri @RoKhanna Cause he wants the government to be the one to “give” it to them as though they didn’t steal it from them to start with

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@BernieSanders The problem is, government spending causes inflation and inflation is a tax on those who don’t own assets (typically lower income brackets). So @BernieSanders are you going to stop taxing the lower income brackets via inflation aka government spending? This is really all on you

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@LimitingThe 😂

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

Going from April-27 to May-27 is a 117k deployments in a single month. This curve shows that @Tesla_AI will quickly become manufacturing constrained unless Cybercab ramps quickly. This also shows why they will need to activate the customer fleet to continue expanding at this rate.

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

The numbers start to get crazy very fast for Robotaxi deployment if you simply do an exponential trendline curve fit on the current deployment data from Jan-April based on @RtaxiTracker. If these numbers are anywhere near correct we are in for quite the ride over the next few years $TSLA

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@RtaxiTracker The below chart is the Annual Recurring Revenue (ARR) based on the above deployments. Keep in mind we are currently at around $100 Billion ARR. In a year Robotaxi could be at 11% of Current ARR.

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@nerdalert Have you started to trim or sell your position yet? What point would you start to do so?

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@VivekGRamaswamy Ohio has income tax at state, school district and local town/city tax (plus property tax? It is ridiculous and very hard to keep track of! As a former resident I am glad to be back to a single flat state tax although I miss TX and TN where I did not have state income tax

[🇺🇸 Matt Fenzel 🇺🇸 @matt_fenzel]

@DoctorJack16 I think scale to @elonmusk likely means in the range of 100k- 1 million. 10k is where it become material to earnings ($30k profit per vehicle per year X 10k vehicles = 300 million profit per year) but scale would likely be an order of magnitude more than that.