Elon Musk

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).

Or, the woke mind virus is not yet defeated.

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

there oughta be a law o wait

They only announced the deal on 12/22 knowing snowstorms were imminent.

https://www.pcmag.com/news/tesla-offers-7500-discount-on-cars-delivered-before-2023

that also assumes that the cars exist and are shippable

can’t delay the shipment of a nonexistent car due to snow, but you can say you did

thats some real scumbag shit wow

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

tbh I assumed they had a handful of cars to clear out and knew they’d be oversold/underdelivered

Seems most likely

We are living in The Purge, but for consumer crime.

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

shouldve thought about four wheel steering if youre gonna make it like that

of course not close to being street legal as pictured, tiny bumpers weird sharp corners prob no crumple zones

always wanted something in stainless steel

https://upload.wikimedia.org/wikipedia/commons/thumb/2/2c/Delorean_DMC-12_side.jpg/640px-Delorean_DMC-12_side.jpg

lol

https://pbs.twimg.com/media/FlbBJ1UXkAA7e15?format=jpg&name=medium

Ryan @Ryanadambarrett
Replying to @WholeMarsBlog
How soon will it be before we see you in it Omar?

Whole Mars Catalog @WholeMarsBlog
Replying to @Ryanadambarrett
2 weeks

steef (here for the 🛞🔥) @steefenstein
Replying to @WholeMarsBlog and @Ryanadambarrett
You're gonna save so much money on condoms

Catturd2 OTM

the CyberTruck will have a special rolling coal mode that belches particulate matter for the lulz

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

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.

what the shit

...the tyranny of safety

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.

teslas have the side cameras don't they? so that's probably why all the tesla stans think they don't need side mirrors.

This truck is never coming out.

yeah

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.

yeah i dont think theyd sell too many of them but theyre good for pr purposes

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)

Truck guys have already paid for every F150 lightning coming off the line for the next 18 months or whatever

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"

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.

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

that's normal

easy over air fix

easy, just remove the windows. they're required by state law but are easy to remove

you must have hit the 'artwork' button, where the window cracks in interesting, creative patterns.

$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

tbf when it comes to tesla nothing is priced in its lost 3/4 of its value and is still worth more than toyota

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

I love that the people who posted that video were smart and turned comments off.

didn't realize that was district 9 neill blomkamp upthread

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)bookmarkflaglink

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, 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.

telsa was priced for future growth only if you thought they were going to be mining gold on mars

yeah fair it's not just future growth, i didn't feel like getting into it but probably the biggest reason the stock gained so much was due to the fact that it was the most heavily speculated on stock in the S&P 500 during the pandemic via the options market and the rise of retail options trading in general, which led to all sorts of funky behavior. here's a good FT article that goes into some of that: https://archive.ph/twZTK

i think a lot of that air has been let out of the balloon though.

even pre-pandemic and pre-meteoric rise it had a market cap bigger than a lot of automakers at the time e.g. Ford, that's totally due mostly to future growth/ZIRP stock pricing and was the reason it had a bullseye on its back even then for the $TSLAQ people.