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
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.
― 龜, Monday, 2 January 2023 20:42 (one year ago) link
obvs theres tons of complicated finalization around it and people hopping on for the ride but i think what happened with teslas stock price qualifies as a genuine mania, theres a bunch investors out there who just believed in elon so fucken much, lol
― lag∞n, Monday, 2 January 2023 20:54 (one year ago) link
obvs parallels with crypto except that the story being told about tesla made even less sense
― lag∞n, Monday, 2 January 2023 20:58 (one year ago) link
https://www.forbes.com/sites/qai/2023/01/03/elon-musks-spacex-valued-at-137-billion-in-latest-funding-round/?sh=10259e2b3b36
― 龜, Tuesday, 3 January 2023 15:18 (one year ago) link
andy hory still has a huge crush on musk, shd see if they want to buy twitter
― lag∞n, Tuesday, 3 January 2023 15:26 (one year ago) link
im sure ive complained about this before but the way the business press reports valuations is very silly, those investors almost always have first out provisions in their deals meaning if i bought ten percent of a company for a dollar it would be reported that i valued the company at ten dollars, except that later if the company sold for a dollar i would get... one dollar, that sounds to me more like i valued the company at one dollar, and its also just nonsensical to pretend a company has a value based on relatively tiny private investments no one even knows the details of
― lag∞n, Tuesday, 3 January 2023 15:32 (one year ago) link
btw a bunch of musks reported net worth is based on said valuations
― lag∞n, Tuesday, 3 January 2023 15:33 (one year ago) link
yah it kind of makes sense when someone's net worth is reported based on stock holdings when it's an institutional, long-running stock. there are rare exceptions when something tanks the market, but if you're the founder or major stockholder of some too big to fail corp that's 80% owned by institutional investors, then counting the stock as part of your net worth makes sense
tesla's like 40% individual investors and 15% tesla employees/the board, with the rest split between venture capital and institutional investors -- and the institutional ones have tesla slotted into the volatile gambling bundles, not the long-term stability ones
just total bs
― mh, Tuesday, 3 January 2023 16:00 (one year ago) link
and the space x part of his fortune is even more illusory
― lag∞n, Tuesday, 3 January 2023 16:04 (one year ago) link
first google result says elon owns about half of spacex so thats ~$70b right there, can he actually get that money no of course not
― lag∞n, Tuesday, 3 January 2023 16:06 (one year ago) link
Down 12% today
― 𝔠𝔞𝔢𝔨 (caek), Tuesday, 3 January 2023 16:26 (one year ago) link