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@AmusingElon

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Serious Tesla insights and analysis with a light sprinkling of Elonesque mirth.

Joined July 2023
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@AmusingElon
Tesla insights
2 months
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@AmusingElon
Tesla insights
9 months
Multiple TSLAQ accounts conclude the Tesla bot video is fake. Their views are increasingly unhinged. There is zero incentive to fake this video. Bots are not getting priced in to the stock yet. Tesla have loads of other things coming up to boost the stock price for real. Also
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@AmusingElon
Tesla insights
7 months
@alex_avoigt It'll be built everywhere. This will be the vehicle that changes the game. This will be the true ICE killer. 🚀
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@AmusingElon
Tesla insights
8 months
@SawyerMerritt He's still taking the moral high ground... for now.
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@AmusingElon
Tesla insights
9 months
Despite a growing mountain of evidence of Tesla's future dominance, TSLAQ are negatively emotionally invested in Elon and companies. They are dangerously deluded. Future historians really will study TSLAQ - partly through @TeslaHistorian 's great channel. It's just a shame they
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@AmusingElon
Tesla insights
9 months
Roland does a great job of tracking European Tesla sales by country with standardised charts that take <10s to digest. Recommended following for these insights.
@piloly
Roland Pircher
9 months
Spain reported 1,456 @Tesla sales for August. 🇪🇸 • Second best month ever with +96% vs. last month • Best second month of the quarter ever and +26% from May. Best August ever. • +237% year-to-date vs. same period last year • Year-to-date is 163% of last year's total
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@AmusingElon
Tesla insights
7 months
@alex_avoigt Scary version - the BMW manager actually does believe Tesla need to catch BMW. They still don't see this tsunami coming! Tesla are ahead by years. They cannot be copied quickly.
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@AmusingElon
Tesla insights
9 months
@alex_avoigt And all those industry 'experts' thought this semi performance would be breaking the laws of physics!
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@AmusingElon
Tesla insights
7 months
@alex_avoigt While TSLAQ are crowing about Tesla's reduced margins, the 'competition' they've been praising for years are switching to no margins!
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@AmusingElon
Tesla insights
9 months
@truth_tesla @elonmusk Honestly? I wouldn't say 'catastrophic fallout'. I'm in Europe and no one is paying much attention. A few people getting annoyed. It won't affect sales numbers.
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@AmusingElon
Tesla insights
6 months
@SawyerMerritt To be fair, this would be a completely realistic view if any other auto manufacturer unveiled the Cybertruck. But most people still don't truly understand Tesla!
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@AmusingElon
Tesla insights
9 months
@ShawnFainUAW It's all fun and games until your members' employers sack your members or go broke and you have no one left to keep your show running.
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@AmusingElon
Tesla insights
9 months
@MayorofLondon What about getting inflation down? So people can afford their own packed lunches in the first place?
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@AmusingElon
Tesla insights
7 months
@alex_avoigt This is the thing - legacy auto didn't really mind Tesla as long as they were raising prices all the time. But it's clear none of them really accounted for this scenario where Tesla would cut prices again and again. They don't have a good response available. They cannot outsell
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@AmusingElon
Tesla insights
9 months
@farzyness @MatchasmMatt @YouTube @elonmusk @RobertKennedyJr Youtube are well known for their medical expertise so of course they should be able to arbitrate on which medical opinions are invalid 🥴
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@AmusingElon
Tesla insights
6 months
@alojoh @WholeMarsBlog Yes. And one day they will transition all their vehicles to 48v. Meaning thinner wires, less weight, fewer batteries needed, lower cost, drive by wire. This could happen quite quickly.
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@AmusingElon
Tesla insights
7 months
@DriveTeslaca The good thing about this is it will send shockwaves through the other unions and curb the worst of their excesses.
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@AmusingElon
Tesla insights
7 months
@TSLAFanMtl Imagine what he'll post when X is cashflow positive! Personally I don't think it's antisemitic so I'm happy to hear his thoughts.
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@AmusingElon
Tesla insights
8 months
@SawyerMerritt @Tesla This makes a lot of sense. Because Tesla are ramping production. But Elon said 'finding enough personnel is a major issue'. So they can't just scale the staff to install. Hence they want to discount companies that buy Megapacks and find their own installers. This will increase
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@AmusingElon
Tesla insights
8 months
@niccruzpatane @WholeMarsBlog @Tesla @SawyerMerritt @klwtts @DirtyTesLa Holy smeg - that's actually a really good set of questions. The best I've seen fit an earnings call.
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@AmusingElon
Tesla insights
7 months
@WR4NYGov Wow #politicalGPT as that sounds like how a politician might answer if they had no choice.
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@AmusingElon
Tesla insights
9 months
@CharlesWBoy At some point, it'll be concerned mothers who are Tesla's biggest customers!
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@AmusingElon
Tesla insights
8 months
@garyblack00 If anything like this happened to Tesla, the stock would not be chill. But has FSD even learned to recognise when a person is under the car? 😬
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@AmusingElon
Tesla insights
9 months
@FonsDK @ilyasdogru They wasted so much money. Concorde Fallacy of keeping a bad project going way too long. Elon did tell them!
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@AmusingElon
Tesla insights
9 months
@SawyerMerritt 40 pages? 😧 ChatGPT would be able to reduce this to one word: BUY 😏
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@AmusingElon
Tesla insights
9 months
Some are saying the news that the next gen affordable Tesla being built in Texas is bearish news. Here's why they're wrong. Firstly Elon always had this in mind if things didn't pan out in Mexico. He needed to have options and so will have built in the infrastructure to do this
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@AmusingElon
Tesla insights
9 months
@alex_avoigt These leaders have to be detached from reality because they are careering towards the cliff with no real way to avoid going over the edge. Tesla have been manoeuvring for over a decade to obliterate the competition and that ground cannot be made up with concept car announcements
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@AmusingElon
Tesla insights
7 months
@alojoh This is where the rubber hits the road. They cannot lose money long term. And they will always try to cut costs but that has a limited rate. So they have to raise prices, and grow slower. This just puts Tesla further ahead. As other manufacturers do the same, we can see Tesla's
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@AmusingElon
Tesla insights
6 months
@garyblack00 This is the problem Bernstein's has in making their TOP 2024 pick a Tesla short. Because inevitably, the Cybertruck will contribute positively to margins one day. And so will the $25k model. While there MAY be a dip between now and then, it's gambling on the timing. And hoping
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@AmusingElon
Tesla insights
9 months
@Omaikani Honestly why not just produce really good content? Works for me!
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@AmusingElon
Tesla insights
8 months
@WholeMarsBlog @TSLAFanMtl @elonmusk @alex_avoigt Yup. If people don't like this, wait until they read Isaacson's book!
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@AmusingElon
Tesla insights
9 months
@ICannot_Enough @WalterIsaacson @elonmusk Beyond all the differing opinions of Elon Musk, this is heartbreaking stuff. I can relate to some of this and am even more impressed that Elon has chosen to still care about humanity despite the cruelty he has personally suffered. Even the dog 😔
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@AmusingElon
Tesla insights
7 months
@elonmusk @ray4tesla How do people KEEP ON getting you so wrong?!?
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@AmusingElon
Tesla insights
9 months
@garyblack00 @DowJonesAl Yes, but when you talk about $GM and $F, it's not just 'most of the rewards' flowing to Tesla, it's ALL the rewards (profits) going to Tesla - they make over 100% of profits on EVs compared to the Detroit 3, who all make losses. And it's not clear if they even have a runway to
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@AmusingElon
Tesla insights
9 months
Wow Musk vs. Bezos: Bezos 'heard from former SpaceX employees that Musk's interventions were usually unhelpful or problematic'. Given Musk's accomplishments, how on earth can anyone believe this? If they were usually unhelpful, how does he think SpaceX won the global space race?
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@AmusingElon
Tesla insights
9 months
@TeslaHistorian @WholeMarsBlog @BradMunchen Future psychologists will study TSLAQ as being case studies in cognitive dissonance.
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@AmusingElon
Tesla insights
9 months
@TeslaHistorian @BradMunchen You know this guy is still going? Honestly what would convince him? I fear he had something bad happen to him as a child and Tesla is getting the blame!
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@AmusingElon
Tesla insights
9 months
@ray4tesla This is a foretaste of the future where Musk’s philosophy will literally still be studied in 100 years by future students in many disciplines. @MuskPhilosophy is helping!
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@AmusingElon
Tesla insights
8 months
@nelsontjordan But won't your co-founder just see one of these adverts and discover your guilty truth?
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@AmusingElon
Tesla insights
9 months
@alex_avoigt And so many people thought these big auto companies could just flip the switch and wipe Tesla out whenever they wanted!
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@AmusingElon
Tesla insights
9 months
@alex_avoigt Is 'small supplier failure' the new 'covid supply chain disruptions'?
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@AmusingElon
Tesla insights
7 months
@Teslarati @ResidentSponge Yes just because they want to extort Tesla does not necessarily mean they want to drive a crumby car while doing it!
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@AmusingElon
Tesla insights
8 months
@SawyerMerritt Tesla are hiring ride hail experts around the country 😮 LEZZgo!
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@AmusingElon
Tesla insights
9 months
@iamtomnash Actually I think a lot of the community realise. It's WS and the rest of the world that need to catch up!
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@AmusingElon
Tesla insights
9 months
@garyblack00 Gordon not analysing even the simplest of things!
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@AmusingElon
Tesla insights
8 months
@GerberKawasaki Some ask if Tesla have $26bn in the bank, why should they worry about overspending? On advertising or ramping? The answer is they will be ramping, and losing money, on Cybertruck, Semi and next gen vehicle AT THE SAME TIME. They'll be fine but throw in some more macro events
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@AmusingElon
Tesla insights
8 months
BREAKING: Tesla have now produced 1.9GWh of 4680 batteries - a doubling in a matter of months. Enough for ~16,000 Cybertrucks!
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@AmusingElon
Tesla insights
9 months
@JoeTegtmeyer There's no way he's talking about just trim here. This is big!
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@AmusingElon
Tesla insights
9 months
@garyblack00 Largely correct for catalysts, but the risks will play out differently in my opinion: 1) Advertising isn't a risk, as EVs are increasingly entering the public consciousness. 2) Autopilot regulatory risk; if they achieve autonomy, it will be EASY for them to turn it on where
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@AmusingElon
Tesla insights
8 months
@SawyerMerritt Now I'm gonna have to redo my meme!
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@AmusingElon
Tesla insights
9 months
@MatchasmMatt It's almost like the UAW don't think the employees and the employer are on the same side!
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@AmusingElon
Tesla insights
7 months
@garyblack00 Maybe they'll make it up in the increased efficiency of higher-paid workers 😆 Seriously though, in a price-competitive environment, this makes an appreciable difference. However maybe it's a case that they don't need to compete against Tesla so much as just effectively beating
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@AmusingElon
Tesla insights
8 months
Finally getting followed by the whales!
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@AmusingElon
Tesla insights
8 months
@alex_avoigt We cannot continue to have a 'guilty until proven innocent' mentality. People shouldn't have to explicitly denounce what you think they should denounce in order to avoid being accused of being a supporter. Prejudiced people will always jump to conclusions. Maybe we should just
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@AmusingElon
Tesla insights
7 months
@JoeTegtmeyer Joe confirms Tesla are making 500 Cybertrucks a day 😂
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@AmusingElon
Tesla insights
7 months
@piloly @Tesla Prioritising exports.
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@AmusingElon
Tesla insights
8 months
@WholeMarsBlog This is an awful mistake for the car to carry on with someone underneath it. Nonetheless, these accidents do need to be given the context of all the miles driven and compare the overall accident rate on those types of road with those AV cars vs human driven. The world might still
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@AmusingElon
Tesla insights
7 months
@MarketRebels Are u sure it's not just a couple of Teslas that spontaneously combusted?
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@AmusingElon
Tesla insights
8 months
@WholeMarsBlog True. But don't think that will curry any favour for Elon from the gov.
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@AmusingElon
Tesla insights
8 months
@alex_avoigt This is obviously nonsense but it represents another phase in Tesla's domination. The competition has said No one wants EVs. then We can make them any time we want. then Supply chain shortages mean we can't make enough. now Not enough people want to buy EVs. This is the final
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@AmusingElon
Tesla insights
9 months
@Tesla_Asia SO important. But how many other automakers or companies of ANY kind are trying maximise area under the curve of customer happiness? This alone sets Tesla apart.
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@AmusingElon
Tesla insights
9 months
@alex_avoigt As predicted, we'll see widespread protectionism from the auto industry as legacy auto contracts. This will lead to a bumpy journey.
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@AmusingElon
Tesla insights
7 months
@MartinViecha Yes Elon didn't want to merely tag this in to the end of the day. He *really* loves this product. Which is why he'll have some feature or other that will blow folks away - because he wants everyone to love it.
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@AmusingElon
Tesla insights
9 months
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@AmusingElon
Tesla insights
9 months
If these rumours ARE true of Cybertruck deliveries starting in a few days, then respect to all the delivery centres for keeping it secret. They are steel lipped! 🤐
@QuickNick__
EyeInTheSky (Full Self Writing)
9 months
#Tesla #Cybertruck 1 on low & 2 on high suspension setting spotted charging at #Gigatexas . $TSLA _________________________ source: J.Roberts
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@AmusingElon
Tesla insights
8 months
This anecdote from Elon's biography illustrates so much about him - his obsessive nature, his willingness to sacrifice sleep etc to accomplish his goals, his early ability to code, the reluctant support of his father, his training in perseverance and his ability to converse with
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@AmusingElon
Tesla insights
9 months
@SawyerMerritt Can anyone help me make a meme with the UAW strangling a golden goose? The stuff I'm getting from AI is 😂😂
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@AmusingElon
Tesla insights
7 months
@UAW Yes, the world will realise unions can actually be destructive for even conscientious companies and this will mark a decline of the number of unionised auto workers. Because their companies will make fewer sales and so have fewer staff. Unions themselves will be less trusted and
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@AmusingElon
Tesla insights
8 months
@TeslaHistorian @inursha This is so epic it may never be beaten. Because they were brutalising all their fellow TSLAQ investors who had lost money at the same time as advising everyone to short Tesla more AND making a huge, terrible prediction! Brobdingnagian!
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@AmusingElon
Tesla insights
9 months
@RealDanODowd @ray4tesla @corbinwilliams @u110110 @WholeMarsBlog @WR4NYGov To be fair, Dan, you have many times been told that Tesla ADAS is L2 meaning ALL the Tesla crashes are driver error too. Yet you wilfully misrepresent this fact. So you can hardly criticise others for doing the same thing you do. How about some honesty for once?
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@AmusingElon
Tesla insights
6 months
@SawyerMerritt Hang on! Extra ten grand for the Ford, but what exactly is the advantage? 😏
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@AmusingElon
Tesla insights
8 months
@GuyDealership Fain seems to be very supportive of Tesla, by openly maiming their competition.
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@AmusingElon
Tesla insights
9 months
@SawyerMerritt Still with the hybrids!
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@AmusingElon
Tesla insights
8 months
@ray4tesla @garyblack00 will this mean WS raises their 2024 price targets again after cutting them this morning?
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@AmusingElon
Tesla insights
7 months
@squawksquare You think Microsoft has an edge now? Microsoft have been pitifully slow innovators. Elon moves at breakneck speed. Watch Grok pull ahead.
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@AmusingElon
Tesla insights
7 months
@SawyerMerritt This would probably be the vehicle that god would drive if he were living as a human (again?)
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@AmusingElon
Tesla insights
8 months
@iamtomnash Now you're beginning to ask the right questions. If anyone wants to understand this situation, they need to understand the goals. Without the western mindset overlay.
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@AmusingElon
Tesla insights
9 months
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@AmusingElon
Tesla insights
9 months
@Tesla_Optimus And yet WS STILL won't price this in yet. Because they don't connect this to profits in the near future 🥴
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@AmusingElon
Tesla insights
9 months
@garyblack00 $TSLA goes down with every beat. And you think a miss is priced in?!?
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@AmusingElon
Tesla insights
9 months
@garyblack00 You've mentioned the Halo effect many times. Could you quantify it at all?
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@AmusingElon
Tesla insights
9 months
@alex_avoigt Yes but to be fair, Elon isn't suggesting political leaders in Germany (or other countries) have lost the plot! Though FWIW I agree a maximum presidential age might be worth exploring.
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@AmusingElon
Tesla insights
9 months
Holy hand grenades, if it can do this, what else can it do?
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@AmusingElon
Tesla insights
7 months
@ray4tesla This seems to be happening everywhere! The most popular cars are Teslas and the world does not seem to know.
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@AmusingElon
Tesla insights
7 months
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@AmusingElon
Tesla insights
8 months
@ICannot_Enough @elonmusk @Jason Yes but at the very end of the 'J', the line loses a smidgen of gradient. Which is more than enough for TSLAQ to throw a party and declare ultimate victory 😝
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@AmusingElon
Tesla insights
9 months
@RealDanODowd @WholeMarsBlog Dan why don't you just let this happen. Cars will drive themselves. Probably Teslas first because they're working hardest, most compute etc. And then they will crash much less than humans. Don't be on the wrong side of history.
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@AmusingElon
Tesla insights
9 months
@RealDanODowd @WholeMarsBlog Honestly? I don't think you two are gonna be friends.
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@AmusingElon
Tesla insights
7 months
@thejefflutz Maybe we do need a sarcastic font because obvious as it seems, people may still misunderstand you.
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@AmusingElon
Tesla insights
6 months
@NFT_GOD @netflix Yes almost like movie characters don't always act rationally!
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@AmusingElon
Tesla insights
9 months
@HaiOlog @truth_tesla @elonmusk Exactly. Not only that; it was against the express terms and conditions of Starlink usage! Elon didn't have war in mind for his creations:
@AmusingElon
Tesla insights
9 months
Starlink was meant for Netflix, FWIW.
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@AmusingElon
Tesla insights
7 months
@garyblack00 All true. But because X functionality is inexorably increasing, so are the daily user minutes. Which means adverts reach more and more people, and in an increasingly targetted way. All this pushes ad revenue up all else being equal. I don't think Elon will sell more Tesla to bail
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@AmusingElon
Tesla insights
8 months
@SawyerMerritt Legal team that fought Tesla board members for getting paid too much get paid too much, forcing Tesla to fight them on it!
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@AmusingElon
Tesla insights
10 months
@farzyness @DirtyTesLa Yes but a YouTube subscription gets you unlimited ad-free content. On X, it's necessary to subscribe individually to every creator. Ie much more expensive. Though I trust Elon to fix.
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@AmusingElon
Tesla insights
9 months
@squawksquare Your emotions seem to run so high, and be so tied to market movements, it's impressive how much money you seem to have made! 🫡
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@AmusingElon
Tesla insights
8 months
@SawyerMerritt After many months of price cuts bringing the stock price down, now the price drop *reversal* has truly started. Watch this have no effect on the stock price 😏
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@AmusingElon
Tesla insights
6 months
@andrewrsorkin @WholeMarsBlog @elonmusk I did appreciate this interview but I don't think the markets will love it! Luckily we have a little event later today that might help balance it out 😋 Can you believe it is FINALLY Cybertruck day!
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@AmusingElon
Tesla insights
9 months
@TSLAFanMtl @garyblack00 Tesla do this to us every quarter. The agony!
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@AmusingElon
Tesla insights
8 months
Everyone is saying this is just about the engineers. But no one is talking about the patents Wiferion had. Usually, Tesla has patents it doesn't enforce. Other companies have patents they don't enforce against Tesla - because then Tesla would block their right to to use their
@Seung4680
Seung
8 months
Tesla sells its recently acquired wireless charging company #Tesla #SeungXAi
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