The margin loan issue is interesting. If he did, he’d might, surprisingly, be in a better spot since there’d be some finality. The worst thing he can do is let Twitter slowly drain Tesla.
― Allen (etaeoe), Sunday, 1 January 2023 15:01 (one year ago) link
I’ve been asking everyone I know who might know something whether Musk has been shopping Twitter. Nobody has heard anything. That’s so insane to me. I’m positive there’s a deal somewhere. Most people think the lack of any discussion is because of the FTC (and the European regulatory body whose name I forgot) and/or a belief that we’re about to enter the worst recession of our lives (see that billionaire bomb shelter article from a few months back).
― Allen (etaeoe), Sunday, 1 January 2023 15:08 (one year ago) link
Or, the woke mind virus is not yet defeated.
― Chris L, Sunday, 1 January 2023 15:30 (one year ago) link
kind of wondered when the $7500 was contingent on taking delivery by December 31st if they actually had any cars ready to deliver. seems like an insane bait and switch
― mh, Sunday, 1 January 2023 18:44 (one year ago) link
there oughta be a law o wait
― normal AI yankovic (Hunt3r), Sunday, 1 January 2023 18:56 (one year ago) link
They only announced the deal on 12/22 knowing snowstorms were imminent.
― Fash Gordon (Neanderthal), Sunday, 1 January 2023 19:38 (one year ago) link
https://www.pcmag.com/news/tesla-offers-7500-discount-on-cars-delivered-before-2023
― Fash Gordon (Neanderthal), Sunday, 1 January 2023 19:42 (one year ago) link
that also assumes that the cars exist and are shippablecan’t delay the shipment of a nonexistent car due to snow, but you can say you did
― mh, Sunday, 1 January 2023 23:24 (one year ago) link
thats some real scumbag shit wow
― lag∞n, Sunday, 1 January 2023 23:25 (one year ago) link
I’ve been asking everyone I know who might know something whether Musk has been shopping Twitter. Nobody has heard anything. That’s so insane to me. I’m positive there’s a deal somewhere.
― Allen (etaeoe), Sunday, January 1, 2023 10:08 AM (eight hours ago) bookmarkflaglink
how much do you think he could get for it tho a quarter of what he paid, an eighth
― lag∞n, Sunday, 1 January 2023 23:26 (one year ago) link
tbh I assumed they had a handful of cars to clear out and knew they’d be oversold/underdelivered
― mh, Sunday, 1 January 2023 23:27 (one year ago) link
Seems most likely
― Fash Gordon (Neanderthal), Sunday, 1 January 2023 23:38 (one year ago) link
We are living in The Purge, but for consumer crime.
― Lord Pickles (Boring, Maryland), Monday, 2 January 2023 00:21 (one year ago) link
this things got to have a longer wheel base than any actual vehicle
For the first time in 100 years, the competition is coming for legacy auto Welcome to the year of the Cybertruckpic.twitter.com/tE7QBqPfDm— Whole Mars Catalog (@WholeMarsBlog) January 1, 2023
― lag∞n, Monday, 2 January 2023 00:55 (one year ago) link
shouldve thought about four wheel steering if youre gonna make it like that
― lag∞n, Monday, 2 January 2023 00:56 (one year ago) link
of course not close to being street legal as pictured, tiny bumpers weird sharp corners prob no crumple zones
― lag∞n, Monday, 2 January 2023 00:58 (one year ago) link
always wanted something in stainless steel
― J Edgar Noothgrush (Joan Crawford Loves Chachi), Monday, 2 January 2023 01:00 (one year ago) link
https://upload.wikimedia.org/wikipedia/commons/thumb/2/2c/Delorean_DMC-12_side.jpg/640px-Delorean_DMC-12_side.jpg
― lag∞n, Monday, 2 January 2023 01:01 (one year ago) link
lol
https://pbs.twimg.com/media/FlbBJ1UXkAA7e15?format=jpg&name=medium
― lag∞n, Monday, 2 January 2023 01:04 (one year ago) link
Ryan @RyanadambarrettReplying to @WholeMarsBlogHow soon will it be before we see you in it Omar?Whole Mars Catalog @WholeMarsBlogReplying to @Ryanadambarrett2 weekssteef (here for the 🛞🔥) @steefensteinReplying to @WholeMarsBlog and @RyanadambarrettYou're gonna save so much money on condoms
Whole Mars Catalog @WholeMarsBlogReplying to @Ryanadambarrett2 weeks
steef (here for the 🛞🔥) @steefensteinReplying to @WholeMarsBlog and @RyanadambarrettYou're gonna save so much money on condoms
― nickn, Monday, 2 January 2023 01:04 (one year ago) link
Catturd2 OTM
― Lord Pickles (Boring, Maryland), Monday, 2 January 2023 01:20 (one year ago) link
the CyberTruck will have a special rolling coal mode that belches particulate matter for the lulz
― papal hotwife (milo z), Monday, 2 January 2023 01:24 (one year ago) link
in true Tesla fashion it will come out the AC vents though
In ten years we'll all have tanks and the road will be open warfare
― Fash Gordon (Neanderthal), Monday, 2 January 2023 01:56 (one year ago) link
Wish they were allowed to build it without side mirrors pic.twitter.com/oNLLY8Nbiu— Tesla and Doge (@TeslaAndDoge) January 1, 2023
They’re required by law, but designed to be easy to remove by owners— Elon Musk (@elonmusk) October 19, 2021
Fucking dum-dums.
― peace, man, Monday, 2 January 2023 02:05 (one year ago) link
what the shit
― lag∞n, Monday, 2 January 2023 02:07 (one year ago) link
...the tyranny of safety
― Fash Gordon (Neanderthal), Monday, 2 January 2023 02:15 (one year ago) link
Or basically this dumb thread
People who look over their shoulder to check their blind spot when changing lanes on a motorway, classic or fucking terrifying?
Huh, wonder if (CA) regulators can point to a screenshot of a tweet about evading regulations to keep them off the street?
In the event any of them do ever make it to the road it's going to be a moral imperative to fuck them up at every opportunity.
― papal hotwife (milo z), Monday, 2 January 2023 02:23 (one year ago) link
teslas have the side cameras don't they? so that's probably why all the tesla stans think they don't need side mirrors.
― 龜, Monday, 2 January 2023 02:41 (one year ago) link
This truck is never coming out.
― Lord Pickles (Boring, Maryland), Monday, 2 January 2023 02:47 (one year ago) link
yeah
― lag∞n, Monday, 2 January 2023 02:48 (one year ago) link
So I guess the appeal of these is that fanboys think it looks like some Robocop military vehicle? Is that the deal, like a next-gen Hummer kind of thing? Because they're so objectively ugly and awkward that it's just hard for me to imagine anyone wanting one.
― a man often referred to in the news media as the Duke of Saxony (tipsy mothra), Monday, 2 January 2023 03:11 (one year ago) link
yeah i dont think theyd sell too many of them but theyre good for pr purposes
― lag∞n, Monday, 2 January 2023 03:15 (one year ago) link
it's a nerd car for nerds imo, total niche thing, truck guys won't want anything to do with it (especially with the inevitable build quality problems)
― Clay, Monday, 2 January 2023 03:19 (one year ago) link
Truck guys have already paid for every F150 lightning coming off the line for the next 18 months or whatever
― G. D’Arcy Cheesewright (silby), Monday, 2 January 2023 03:33 (one year ago) link
jeez that blind spot thread
it seemed slightly annoying the first time I was in a car that had the little light up "there's a car next to you, dude" indicator on the side mirrors but it makes sense after looking at what people think
obviously a Tesla with side cameras would just say "it's cool it's just a child, merge on"
― mh, Monday, 2 January 2023 03:56 (one year ago) link
My car has sensors that beep if I signal or start to pull into a lane that someone's in. I still check my blind spots, but it's a handy failsafe.
― a man often referred to in the news media as the Duke of Saxony (tipsy mothra), Monday, 2 January 2023 04:27 (one year ago) link
Has anyone ever heard of a Tesla window spontaneously cracking on its own? For no reason? I’m sitting in car and this just happened… pic.twitter.com/vRA8hb31En— Neill Blomkamp (@NeillBlomkamp) January 1, 2023
― lag∞n, Monday, 2 January 2023 18:13 (one year ago) link
that's normal
― mh, Monday, 2 January 2023 18:13 (one year ago) link
easy over air fix
easy, just remove the windows. they're required by state law but are easy to remove
― Karl Malone, Monday, 2 January 2023 18:15 (one year ago) link
you must have hit the 'artwork' button, where the window cracks in interesting, creative patterns.
― Fash Gordon (Neanderthal), Monday, 2 January 2023 18:17 (one year ago) link
$TSLA 4Q delivs 405.3K vs my expectation of 420.0K and Bloomberg consensus of 420.8K (IR-compiled consensus 418.0K). 4Q production was 439.7K vs my expectation of 436.4K and WS consensus of 438.8K. FY’22 deliveries were +40.3%. pic.twitter.com/YSxv4jQbh3— Gary Black (@garyblack00) January 2, 2023
not clear if this is already priced in or not, but seems bad
― 𝔠𝔞𝔢𝔨 (caek), Monday, 2 January 2023 18:49 (one year ago) link
tbf when it comes to tesla nothing is priced in its lost 3/4 of its value and is still worth more than toyota
― lag∞n, Monday, 2 January 2023 18:51 (one year ago) link
these cars rule. they gained just enough sentience to try to kill themselveshttps://t.co/69svr6FYo9— i bless the rains down in castamere (@Chinchillazllla) January 2, 2023
― lag∞n, Monday, 2 January 2023 19:12 (one year ago) link
I love that the people who posted that video were smart and turned comments off.
― but also fuck you (unperson), Monday, 2 January 2023 19:14 (one year ago) link
didn't realize that was district 9 neill blomkamp upthread
― 龜, Monday, 2 January 2023 20:08 (one year ago) link
not clear if this is already priced in or not, but seems bad― 𝔠𝔞𝔢𝔨 (caek), Monday, January 2, 2023 1:49 PM (one hour ago)bookmarkflaglinktbf when it comes to tesla nothing is priced in its lost 3/4 of its value and is still worth more than toyota― lag∞n, Monday, January 2, 2023 1:51 PM (one hour ago)
― 𝔠𝔞𝔢𝔨 (caek), Monday, January 2, 2023 1:49 PM (one hour ago)bookmarkflaglink
― lag∞n, Monday, January 2, 2023 1:51 PM (one hour ago)
the way tech stocks are generally valued is based on the potential for future growth, when the economy is in a ZIRP environment tech stocks get out of control because the discount rate for future cash flows is essentially 0% so if your growth trajectory puts you at 10x your revenue in 5 years, that 10x revenue gets priced in today with no discount essentially. you take that and add in the fact that $TSLA was the first meme stock and that was the jet fuel for the stock price going to the moon during the pandemic.
the reason tesla has a larger market cap than toyota despite selling way fewer cars / being a way smaller company is because toyota is a very mature company and they're not growing their revenue at the crazy rate that tesla was (7% year over year vs. 40% for tesla). that, and also being a meme stock.
elon is not... wrong when he says that the fed raising rates is responsible for $TSLA's decline, but it's only one factor and doesn't account for the fact that $TSLA has way underperformed the nasdaq in general and other tech stocks. its growth is slowing, the market for EV is maturing and getting a lot more crowded/competitive, it's not unreasonable to think that $TSLA has crested and the good times are over. it's still got a massive growth % but that % is probably going to get smaller over time, not bigger. i suspect that this Q4 is already being priced in if an analyst on twitter has already published their numbers, but won't know until the official Q4 numbers are released.
― 龜, Monday, 2 January 2023 20:22 (one year ago) link
telsa was priced for future growth only if you thought they were going to be mining gold on mars
― lag∞n, Monday, 2 January 2023 20:25 (one year ago) link