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Sam Nissim Profile
Sam Nissim

@SamNissim

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🇮🇱🇮🇱🇮🇱 $TSLA holder since 2018, maker of things, dad of 3 boys, terrible golfer, FIRE enthusiast, #FSDBeta tester

Maryland, USA
Joined September 2012
Don't wanna be here? Send us removal request.
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@SamNissim
Sam Nissim
2 months
@Tesla should launch an augmented reality (AR) headset w/ haptic sensors. Here's why - @elonmusk has been clear that FSD is only possible b/c of the data from millions of miles driven on their fleet. It follows that the Optimus humanoid bot will only be possible if it can be
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@SamNissim
Sam Nissim
1 year
@Jason Jason, you're in a bubble. 98% of Americans have no idea this happened and nobody is going to the bank on Monday. Banks were open today.
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@SamNissim
Sam Nissim
11 months
Historically, @elonmusk 's mood on Twitter can be an indicator of $TSLA earnings performance. I'm just going to leave this here...
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@SamNissim
Sam Nissim
2 years
@WholeMarsBlog He sent a follow-up to everyone confirming the company-wide policy.
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@SamNissim
Sam Nissim
1 year
Introducing the all new 2023 @Tesla Model Y. Now comes standard with 7-seats and the full $7500 IRA rebate. Designed by @woodhaus2 w/ help from @JoeBiden @PeteButtigieg and @IRSnews .
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@SamNissim
Sam Nissim
8 months
@visegrad24 This is what the Far Left is endorsing when they protest in favor of Hamas.
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@SamNissim
Sam Nissim
2 years
Judge McCormick to @elonmusk lawyer: "I guess we'll never know since you waived due diligence, will we." Ouch. $TSLA $TWTR
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@SamNissim
Sam Nissim
2 years
Key takeaways from #AIDay2022 and what that means for $TSLA value moving forward. 1/4 Optimus at $20K will cost ~$1/hr at 12 hrs/day over 4 years. Insanely cheap labor! Millions will buy a servant to cook, clean, organize, and make life better. All service jobs will go away.
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@SamNissim
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1 year
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@SamNissim
Sam Nissim
7 months
@leekern13 Incidentally, he would probably have been against the violence that dominated, characterised and was celebrated in Christian society for centuries.
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@SamNissim
Sam Nissim
7 months
@WholeMarsBlog @mv2woods Yes, but...the "starts at" model doesn't come close to doing any of the things you highlighted. That is the model that costs 2x your "starts at" price (beast mode + range extender), which also doesn't qualify for IRA.
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@SamNissim
Sam Nissim
2 years
@novembre_30 @NoContextBrits Funny. But what does it actually mean to motivate your answer?
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@SamNissim
Sam Nissim
7 months
@Remroum Israel withdrew from Gaza 18 years ago. The only thing we've done since is maintain a weapons embargo. Oct 7 explains why.
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@SamNissim
Sam Nissim
2 years
2/4 @elonmusk confirmed DOJO (soon the most powerful supercomputer in the world) will be offered as an AWS-style service. $AMZN did not explode in value (even when it was an enormous retailer) until AWS took off. Software as a service scales way faster than manufacturing.
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@SamNissim
Sam Nissim
7 months
@WholeMarsBlog @mv2woods There are 3 trim categories for a reason, each with their own "starts at" prices, and each go up from there. You described the beast mode trim, which "starts at" $99K and does not qualify for IRA.
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@SamNissim
Sam Nissim
2 years
4/4 $TSLA the car company is already the 6th most valuable in the world. Add in $AAPL ( #1 ) and $AMZN ( #5 ) and the implications are enormous. And this is not even accounting for Energy (ARAMCO is #2 ).
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@SamNissim
Sam Nissim
2 years
3/4 Most see $TSLA as an automaker. But it is valued greater than all others combined b/c it has a superior product that is just beginning to scale. Optimus will be a consumer and pro product, vertically integrated w/ software and hardware. That's $AAPL but with a $20K product.
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@SamNissim
Sam Nissim
2 years
@unusual_whales It applies to everyone. He sent a follow-up.
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@SamNissim
Sam Nissim
8 months
@edencohentweets It is this simple.
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@SamNissim
Sam Nissim
1 year
@Jason They could obviously continue to write content but kudos to the producers for maintaining the integrity of a great show by ending it here.
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@SamNissim
Sam Nissim
8 months
@sentdefender More reservists showed up than were called up. Part of Biden visit / US aid request likely hinged on Israel slowing their roll into Gaza. First, to allow humanitarian aid and safe passage to those that want to take it. Second, much easier to get approved in Congress beforehand.
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@SamNissim
Sam Nissim
8 months
@sentdefender Liberate Gaza from Hamas and Lebanon from Hezbollah. Eradicate the cancer from the region.
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@SamNissim
Sam Nissim
1 year
@dollarn9ne @WholeMarsBlog This is not a vision problem. It is a planning problem. LIDAR wouldn't help this situation.
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@SamNissim
Sam Nissim
2 years
@derektmuller And this would be their parents
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@SamNissim
Sam Nissim
2 years
Many think it will be a slow decline to 0 ICE vehicles made and sold. But legacy auto operates on slim margins even at their volume. Lose a little volume, and margins will go negative quickly. Layoffs and factory shutdowns have begun and will accelerate. Wheels coming off.
@WholeMarsBlog
Whole Mars Catalog
2 years
Capital markets will be shocked at how much money incumbent automakers lose as the transition to highly automated electric vehicles happens sooner than anticipated.
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@SamNissim
Sam Nissim
7 months
@garyblack00 It's just frustrating. As someone who follows him closely, I know he's not intending to make anti-Semitic comments. But it's extremely challenging to explain that to parents and friends who only get their news from MSM.
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@SamNissim
Sam Nissim
1 year
An outline for Tesla Investor Day is hiding in plain site. The third – and I believe final – part of the Master Plan (which is accelerating the world’s transition to sustainable energy) requires looking at where (which countries) and how (which sources) CO2 emissions come from.
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@SamNissim
Sam Nissim
11 months
@kenzianidiot Curious: is the agenda crowd sourced from other board members or is your dad the sole contributor of topics?
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@SamNissim
Sam Nissim
7 months
@emilykschrader You might say, they are behaving like... Philistines...
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@SamNissim
Sam Nissim
1 year
@WholeMarsBlog Was that Bing again?
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@SamNissim
Sam Nissim
7 months
@JordynTilchen The only time the land was a colony was when it was called "Palestine".
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@SamNissim
Sam Nissim
9 months
@SawyerMerritt "This is our defining moment"
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@SamNissim
Sam Nissim
9 months
@WR4NYGov The crazy thing is, he's only doing this to develop tunnel boring machines to send to Mars. And yet, it will still be a profitable business.
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@SamNissim
Sam Nissim
1 year
@alex_avoigt Agree but with one nuanced difference. Tesla isn't trying to undercut legacy automakers' BEVs. It is trying to undercut their ICEs, forcing them to either go all-in on BEVs despite the short-term pain, or go belly up entirely.
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@SamNissim
Sam Nissim
1 year
@SwisherPatrick @WholeMarsBlog The blinking in and out was corrected several versions ago. The missing cars are well beyond the adjacent cars and would be difficult for humans to see too. Irrelevant to driving decisions.
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@SamNissim
Sam Nissim
11 months
@Andr3jH If the answer was yes, aircraft carriers would work this way.
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@SamNissim
Sam Nissim
8 months
@ianbremmer The sound was deafening. Then one man shouted: "let the Palestinians take refuge here, in Turkey!" and all you could hear was the sound of a vinyl record screeching against the needle.
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@SamNissim
Sam Nissim
9 months
@visegrad24 Imagine al-Qaeda supporters attempting to clash with a pro-America rally the day after 9/11. That would give you an idea of what the Israel supporters felt here.
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@SamNissim
Sam Nissim
8 months
@elonmusk @giladalper @elonmusk please send him one of the first Cybertrucks to replace his Model 3.
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@SamNissim
Sam Nissim
7 months
@BonsaiSky I don't know. Have you asked Hamas?
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@SamNissim
Sam Nissim
2 years
$TSLA could become the most valuable corp in 4 ways: 1. 20M/yr EV cars and trucks w/ high margins 2. Largest power utility in the world w/ solar + battery + Autobidder 3. Largest Robotaxi fleet in world 4. First gen purpose humanoid bot at scale Imagine when they do all 4.
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@SamNissim
Sam Nissim
1 year
@alex_avoigt The US grid transmits electricity in excess of 100,000 volts. Final delivery is 240 volts. Most domestic outlets are split phase down to 110V but many appliances use 240V. Most people charge EVs at 240V. Tesla connector is 240V @ 48A.
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1 year
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@SamNissim
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1 year
@EzerRatchaga Growth story just beginning. But we're entering phase 3 now (massive scale). High margins in phase 2 were temporary due to limited production. Massive scale + software margins will blow away the cash flow from phase 2.
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@SamNissim
Sam Nissim
7 months
@songsofyoni @IDF IDF will not go after Hezbollah as part of this op. The whole point of the US carriers is to dissuade Hezbollah from entering the war. Focus is on Hamas and PIJ in response to #October7Massacre
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@SamNissim
Sam Nissim
7 months
@SawyerMerritt Given the math angle, I wonder if this is about cryptography. Maybe they found a way to compromise certain security protocols. That seems to be the most obvious threat to humanity that an AGI could present in the near future.
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@SamNissim
Sam Nissim
11 months
@DavidSacks Is your point that America has no business getting involved in this war or that we should root when Russia wins battles against Ukraine? I can't remember anymore...
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@SamNissim
Sam Nissim
7 months
@SawyerMerritt I'd rather see it in $49K
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@SamNissim
Sam Nissim
9 months
@Aella_Girl Tribes also fought each other over natural resources long before European colonists arrived. Colonists didn't introduce the concept.
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@SamNissim
Sam Nissim
8 months
@ianbremmer What's remarkable is that not everyone agrees that Hamas has to go.
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@SamNissim
Sam Nissim
2 years
There is no greater irony or hypocrisy than Democrats/liberals desiring the failure of an American EV and clean energy manufacturer with 100K hard-working employees. It epitomizes the poisonous culture we live in where it matters more what team someone is on than right vs wrong.
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@SamNissim
Sam Nissim
2 years
@bradsferguson Everyone chill. They're spending a few days, maybe a week, diving in to help him assess the state of things. They aren't splitting their time permanently. Engineers bounce between SpaceX and Tesla all the time. It's good for the companies, and it's good for employee retention.
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@SamNissim
Sam Nissim
11 months
@russ1mitchell @elonmusk Shoot me a DM. I have the inside scoop on a competing technology that also claims to be autonomous, runs on 2 cameras and a neural net, and is responsible for 2 million accidents and 40K+ deaths per year.
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@SamNissim
Sam Nissim
2 years
@TheStarblaqWay @MusakristianS @CURIOSITSClENCE The minerals in ocean salt water are drawn to the moon by gravity. This pulls water away from shores (low tide). When the moon is on the opposite side of the earth, the water returns to shore (high tide).
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@SamNissim
Sam Nissim
2 years
@jonfavs @elonmusk Jon, another way to look at it is from the perspective of the mission: accelerate the transition to clean energy. Embracing the Right will increase the likelihood that they buy Teslas and loosen dealership laws, etc. The Left is already on board. Elon often plays 4D chess.
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@SamNissim
Sam Nissim
1 year
@WholeMarsBlog As an engineer, the idea to use cold rolled stainless steel as an exoskeleton for a truck is beautiful. Not only is it actually "built tough" unlike a certain competitor that advertises the same, but it eliminates stamping and painting, 2 enormous and expensive factory processes.
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@SamNissim
Sam Nissim
7 months
@richimedhurst In addition to respecting their privacy after such suffering, they are also protecting their husbands and fathers that are still in captivity. What will happen if they go in front of cameras and say how badly they were treated? Have some empathy.
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@SamNissim
Sam Nissim
2 years
@SawyerMerritt @JenniferJJacobs Makes sense. Much safer for our "national security" for Saudi princes to own Twitter. Someone should also tell him how much our military relies on SpaceX and even Starlink specifically.
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@SamNissim
Sam Nissim
8 months
@justinamash @Heritage As a pro-Israel conservative, I agree.
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@SamNissim
Sam Nissim
1 year
@JessicaNutt96 He's proposing giving it to charity. Are you suggesting the federal government would spend it in a better way?
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@SamNissim
Sam Nissim
8 months
@alanhenney About 0.5% of American drivers come to complete stops at stop signs. That said, they caught you.
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@SamNissim
Sam Nissim
1 year
@TSLAFanMtl As an engineer and a beta tester, 11.4.4 is close when you consider what is solved and what remains. Lots of edge cases to train on, but each one is relatively easy. 0 fundamental challenges remain. March of 9s will go on for years, but this year could be safer than avg human.
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@SamNissim
Sam Nissim
2 years
Kudos to @CNNBusiness for surprisingly fair reporting on the @tesla #NHTSA Autopilot report. "...data lacks critical context like fleet size or the number of miles traveled, making it impossible to fairly compare the safety of the different technologies"
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@SamNissim
Sam Nissim
2 years
Worth noting that @elonmusk is currently being paid $0 to run $TSLA in both salary and stock compensation. Time for BOD to present a new performance-based package? @GerberKawasaki @garyblack00 @heydave7 @ICannot_Enough @TSLAFanMtl @TaraBull808 @WR4NYGov
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@SamNissim
Sam Nissim
1 year
@alex_avoigt Legacy automaker debt + high interest rates + slim margins while $TSLA dropping prices with no debt is going to come to a head sooner than people realize.
@WholeMarsBlog
Whole Mars Catalog
1 year
Automotive suppliers are struggling to manage their debt load as interest rates rise
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@SamNissim
Sam Nissim
1 year
@iheartmindy How did you get notified where the package is being delivered? Did the thieves use your email on the order?
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@SamNissim
Sam Nissim
2 years
@garyblack00 Gary, Elon did not say 300K this time. The article is referring to his comments at Q1 earnings that in an ideal scenario Q2 could match Q1 or even beat it. You should delete this tweet, as analysts are already high on their Q2 expectations.
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@SamNissim
Sam Nissim
1 year
@WholeMarsBlog This is actually a good use of NHTSA. Seems like a healthy exchange.
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@SamNissim
Sam Nissim
10 months
@TiffanyFong_ Much more disappointing that Apple won't let its customers send and receive high quality video over SMS to non-iPhone users in 2023.
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@SamNissim
Sam Nissim
1 year
@VirtuallyNathan Were you the guy that had to rewind all the DVDs after they were returned?
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@SamNissim
Sam Nissim
9 months
@fesshole My wife and I saw @taylorswift13 open for @GeorgeStrait in 2007 when she was just 17. She had a natural stage presence even then. We've both been fans ever since. folklore is my favorite album.
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@SamNissim
Sam Nissim
11 months
@WholeMarsBlog I don't know but he's probably related to this guy.
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@SamNissim
Sam Nissim
8 months
@engineers_feed Imagine trying to traverse several miles on foot with only 10 days of food and water.
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@SamNissim
Sam Nissim
2 years
@Roflsnarf1 @WarMonitor3 Not only losing the war, but collapsing militarily and economically. They're pulling out of Africa and Middle East. Dusting off Soviet weaponry that doesn't work. Losing oil and gas revenue, troops, military leadership. Hard to see how Russia survives this at all.
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@SamNissim
Sam Nissim
1 year
@SawyerMerritt @elonmusk In 2035, that would essentially be banning any cars from being sold in their state. Fortunately WY sports the highest ratio of horses to people, at 1:5.
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@SamNissim
Sam Nissim
7 months
@OwenJones84
Owen Jones
7 months
@JamesKroeger5 This is total nonsense. What I saw couldn’t be faked, and Hamas clearly committed serious war crimes
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@SamNissim
Sam Nissim
2 years
@iamtomnash Not impossible, just unlikely. I'm up 1,650% on $TSLA in 4 years.
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@SamNissim
Sam Nissim
2 years
@elonmusk A $TSLA robovan with Optimus #TeslaBot on board could do package, grocery, and meal delivery without paying for gas or drivers.
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@SamNissim
Sam Nissim
2 years
@lexfridman Lex, it would be really cool if you did a stint at Twitter. Maybe with the goal of open sourcing the algorithm and/or building the concept of "degrees of freedom of reach". You have a deep understanding of the human condition and machine learning. @elonmusk
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@SamNissim
Sam Nissim
1 year
@Kantrowitz If you are a VP who has been told you need to cut some % of your staff, there's a very good chance that a 17-year research scientist is not your most productive employee. And the surprise nature of communication for a large layoff is SOP. Too risky to let them keep system access.
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@SamNissim
Sam Nissim
6 months
@jakeshieldsajj Criticizing Israel is perfectly fine and is a daily practice for many Jews and Israelis. Outright lying, denying atrocities, and spreading anti-Semitic tropes is not OK.
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@SamNissim
Sam Nissim
6 months
@WholeMarsBlog Also, the only thing your chart shows is that his brand damage has slightly lessened over the year.
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@SamNissim
Sam Nissim
2 years
@GerberKawasaki You can integrate with apps and services for a lot less than $44B. The real potential synergy would be around machine learning with Tesla and human interaction with Neuralink.
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@SamNissim
Sam Nissim
1 year
@SP_LimitReviews @elonmusk @WholeMarsBlog Can confirm. Omar and others think it's ready for primetime based on CA but very different in DC. Highway amazing now. City definitely getting better. But challenging and blind turns, narrow streets, particularly with permanent cones, require a lot of intervention.
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@SamNissim
Sam Nissim
1 year
If the leading EV maker doesn't need the IRA and in fact would be better off without it, then it wasn't written to incentivize EV sales. It was written to bail out union-made ICE makers. It literally tips the scales in favor of gas-burning hybrids over BEVs.
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@SamNissim
Sam Nissim
1 year
@WholeMarsBlog Working on one for the kids. (Will be wrapped in steel, don't worry.)
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@SamNissim
Sam Nissim
1 year
Tesla lowering their prices in favor of massive scale is the worst case scenario for legacy auto.
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1 year
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@SamNissim
Sam Nissim
11 months
@cjgustafson222 Craigslist is king $694M in revenue 50 employees $14M / employee Profit margin ~80% Bootstrapped
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@SamNissim
Sam Nissim
2 years
@unusual_whales That would be like Nokia deleting their app from the App Store. Nobody used it in the first place.
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@SamNissim
Sam Nissim
7 months
@NABEELRAJAB @IDF The lengths these people go and the depths they sink to in order to defend #HamasISIS . Astounding.
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@SamNissim
Sam Nissim
2 years
@DavidSacks You have a lot of followers but they are overwhelmingly conservative, pro-Elon, and anti-establishment. Not a good sample.
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@SamNissim
Sam Nissim
1 year
@itsmikegee @Jason I am too now. He is saying that FDIC is already on site at another regional bank, which nobody else has reported. He also happened to have tweeted earlier that he was shorting that bank's stock. He is trying to manipulate the market.
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@SamNissim
Sam Nissim
1 year
@Cruise @paulvaldezsf Then why was an emergency responder yelling at your vehicle?
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@SamNissim
Sam Nissim
2 years
@LIVEpositivity Exercise and regular contact with people that make me laugh. Both of these release endorphins which chemically alter the brain to cause happiness and reduce depression and anxiety.
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@SamNissim
Sam Nissim
8 months
@sweatystartup Not many people can do their jobs from a cell phone. But those that can don't think it has to be a $1500 iPhone.
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@SamNissim
Sam Nissim
8 months
@leloveluck Release the hostages.
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@SamNissim
Sam Nissim
7 months
@WholeMarsBlog I don't think this will come up at any board meeting until $TSLA returns to where it was when Elon went off the deep end and alienated half of his customer base.
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