TonTon

Anti-woke. Sumo admirer. Biking connoisseur, snow sports, adventure...

[Mike Beauvais @MikeBeauvais]

Some personal news:

Yesterday was my last day at Microsoft.

Today, I started a brand new job at the FAA and things are going pretty well!

[Elon Musk @elonmusk]

About 4 hours to Flight 15

[Joel Pollak @joelpollak]

Scott Adams biography: #1, all formats, all categories on Amazon.

No publishing house, no advertising budget, just Scott's story.

https://t.co/QuYXheEslR

[Joel Pollak @joelpollak]

I don’t have a marketing department. This is independent — Scott was “canceled,” remember? Dropped by every publisher, he launched his own books with @JoshuaLisec. This is just you. Keep it going! Best holiday gift ever. Once you read it, you’ll buy more. https://t.co/QuYXheEslR

[小樽よいとこ @OtaruYoitoko]

おたるポートスクエア。本日からはこんな感じです。

[Kathleen Anderson @RepubliKate]

My brother’s friend drives a Tesla. This is 3 videos of the same accident. The Tesla, on self drive, sees the approaching car coming from behind at excessive speed and moves out of the way. Driver of speeding car was killed. Amazing technology @elonmusk.

[BasedHomo @SomeSpicyGinger]

For people like @pweiser claiming that initiative 134 needs to go through legislative review; let me explain that it already did.
The original language is below.
I then took that language and turned it into a citizen’s initiative. That power is found in the state constitution before the power of the legislature.
It was presented to the Office of
Legislative Legal Services who review it and type it up into statute by style language.
It then goes before the title board where it is dissected and scrutinized and determine if it meets single-subject requirements.
Only then will title be given. Anyone can appeal those decisions.
They did. Repeatedly.
It went all the way to the Colorado Supreme Court where I won.
I then was able to circulate petitions to place it onto the ballot.
We succeeded.
We then put it before the voters, and even in a majority blue state, the voters said yes to this measure.

https://t.co/5U6NYrEf47

[Joel Pollak @joelpollak]

Out TODAY! The long-awaited @ScottAdamsSays biography — “Scott Adams: A Life of Persuasion and Principle” https://t.co/QuYXheDUwj 🇺🇸

[The Kobeissi Letter @KobeissiLetter]

Our message to Nvidia's board:

Do not fire Jensen Huang.

There is no clear replacement for Jensen Huang. We are confident that his departure would ultimately be a net negative for Nvidia, its shareholders, and the AI Revolution.

First, take a look at the data. History also suggests that removing a successful CEO will come with a significant cost.

A study of 187 forced CEO departures from S&P 1500 companies found that removing outperforming CEOs resulted in negative long-term stock returns. This case would be no different, in our view.

Jensen Huang is the definition of an outperforming CEO. Nvidia's board must not make a decision in the heat of the moment.

The board should take the time to conduct a thorough investigation and consult with shareholders, with a strong emphasis on the latter.

Quite literally, Nvidia's board should convene a special shareholder meeting and hold an advisory vote on this decision. This is the most consequential CEO controversy in world history. Shareholders deserve a say.

In addition, Nvidia's stock, $NVDA, is now down -35% in 26 trading days, nearly half of which is a result of the recent scandal.

We believe Jensen Huang's potential removal as CEO is now ~80% priced in.

Why take an action with massive downside potential when the market has already priced in much of that risk?

The downside of retaining Huang may be limited, while the potential upside is tremendous.

Lastly, history shows that retaining Jensen Huang could still lead to a favorable outcome. In 2019, Amazon retained Jeff Bezos as CEO after his extramarital affair became public, and the company's stock subsequently surged +108% by 2021.

Personal misconduct should not be ignored, but it must also be distinguished from corporate wrongdoing and weighed against the consequences of removing an executive who is instrumental to the company's success.

We believe Jensen Huang is an irreplaceable part of Nvidia and the AI Revolution more broadly.

Once the dust settles, firing Jensen Huang would prove to be a costly mistake.

It is time to pause and consult your shareholders.

[TonTon @snowtaun]

@elonmusk @cybrtrkguy Amen brutha

[Elon Musk @elonmusk]

This is not the smartest move from a profit-maximizing standpoint btw, but there must be some room in this world for sentimentality or what’s the point?

[Elon Musk @elonmusk]

In order to work through more of the Cybertruck order backlog, production will be extended through the end of summer 2027

[Gabriel M @ggabrielmmm]

CYBERFEST26 in Clearwater, Florida @CYBRBEATZ

[Whole Mars Catalog @wholemars]

In January, a Tesla shareholder asked management:
"After the unveil of the Cybertruck, Elon stated that if it didn't sell well Tesla would build a more conventional looking pick up. How practical would it be to create this new design on the Cybertruck architecture, and could it be conveniently built on the same production line?"

@larsmoravy responded that:
— Cybertruck is the best seller in the electric truck segment (tallest midget in the room)
— Cybertruck line is the most autonomy ready platforms

Then Elon chimed in and said Tesla would transition the Cybertruck line into being a fully autonomous line. He acknowledged there is massive demand for autonomously transporting cargo, and that an autonomous Cybertruck could be very useful for that.

So what changed between January and November? Well, maybe @elonmusk realized the Cybertruck platform is not necessarily the most efficient autonomous cargo transport platform.

I wonder if Tesla is getting out of the pickup market entirely, or if they'll have an entirely new design in the future... maybe something built on the Cybercab platform. I'm sure Elon and the team haven't changed their mind that autonomous cargo transport will be a valuable use case, but maybe they've changed their view on how best to serve that market.

I think a lot of the frustration from shareholders and customers is not knowing what's next. Do Cybertruck owners just have to go back to gas or to companies like Rivian? A lot of them don't want to do that, they want self-driving. So it would be helpful to know if Tesla is out of the pickup market for good because they no longer believe this is a valuable form factor for autonomy, or if they just don't think the Cybertruck platform was the best suited to that use case.

[Cernovich @Cernovich]

I never get depressed after an election, not really normal to "care that much," there are ups and downs and you have a real life, too, but with Thune keeping leadership, we are watching the deliberate, managed destruction of our country by the GOP.

[Denver Fail @mrosazza]

Alright Colorado! Lets dig into 7A, the CoCo Train that nobody wants or needs, and they sent out 800K misprinted ballots. We now have the manifest for the upcoming RLAAudit of this contest. Heres the election results, by county, and the announced RLA audit.

Now look at the Audit Counties for Colorado #7A. They are only going to audit far left leaning areas!!! Jena Griswold chooses which contests get audited. Its not random at all. The big problem, concrete verification gap: county-level audit targets don’t themselves explain district-wide assurance, and accurate counting doesn’t resolve voter eligibility. With 800K misprinted ballots, Coloradans should demand they preserve the records, prove only eligible votes counted, and demand an independent hand count across the entire rail tax district. #copolitics #colorado @TheRMVoice @Joeoltmann @PatriotMarkCook @heidiganahl

[@jason @Jason]

Remember: the Democrats are anti-autonomous driving as well as anti-data center

[🎅 HO-HO-HO-Ping 🎅 @GamingAndPandas]

Thank you for preserving the natural beauty of an abandoned parking lot, fat black lady.

[TonTon @snowtaun]

@Polymarket What a brave woman. Saved the decaying parking lot from becoming a giant tax contributor to the community.

[TonTon @snowtaun]

An outlier. The overall decline is obvious:

Underperformers:

2023
•The Marvels
•The Flash
•Shazam! Fury of the Gods
•Blue Beetle
•Aquaman and the Lost Kingdom
•Ant-Man and the Wasp: Quantumania

2024
•Joker: Folie à Deux
•Madame Web
•Kraven the Hunter
•Venom: The Last Dance

2025
•Captain America: Brave New World
•Thunderbolts
•The Fantastic Four: First Steps

2026
•Supergirl

Winners:
•Guardians of the Galaxy Vol. 3 (2023)
•Spider-Man: Across the Spider-Verse (2023)
•Deadpool & Wolverine (2024)
•Spider-Man: Brand New Day (2026)
Superman (2025) barely