Adam Taub @taubamush Twitter profile

Pinned Tweet

Adam Taub

2 years

I agree with 80% of what almost everyone says. If you find yourself disagreeing with someone almost all the time, you may not be thinking critically about ideas but just judging people.

2

0

12

Last Seen Profiles

@inesabelle

@kamrynkitchen

@mancirishfest

@NdlRoberto48994

@BafGomis

@KylyAl96508

@AmrBara70951914

@Mila16027435303

@risa619323

@TroyAKimble

@wangzhr4

@thabsile0732806

@SouthFLExpress

@TheDailyGerald_

@Seasonsart

@PortaldoLeao

@OznulZora

@Slap_BattlesRBX

@OBossdorf

@PurebredNeon

@Season2_sora

@RodneyRikai

@eculeeps

@D2EsportsEvents

@SPEnergyNetwork

@Rodge_This

@Hudson1130354

@SekisuiHouse_

@PNMiddelkoop

@PreparedBC

@Renoimafetiep

@TysonWalker13

@suno_ai_

@PeterWest23

@LynnePa20172568

@STONE_and_MONEY

Adam Taub

@taubamush

6 months

This is what a rally for peace, prosperity and the return of hostages looks like. #StandWithIsrael #BringThemHome 🇺🇸🇮🇱

10

42

175

Adam Taub

@taubamush

2 months

I understand the COO wearing a cleanroom suit for a video tour of the facility, but taking the earnings call in a cleanroom suit gives off a gratuitous / performative vibe imo. $ENVX

19

10

130

Adam Taub

@taubamush

8 months

A few weeks ago, I spoke with a battery industry executive with a lot of experience evaluating silicon anodes. Here were the takeaways: $ENVX $AMPX $QS

20

8

59

Adam Taub

@taubamush

1 year

Another one of life’s simple pleasures ruined. Thanks SF. Photo credit: @leoshmu

0

7

42

Adam Taub

@taubamush

1 year

Decided to revisit the Ark 2026 Tesla model $TSLA

6

40

Adam Taub

@taubamush

5 years

*APPLE HIRES TESLA’S HEAD OF ELECTRIC POWERTRAINS: ELECTREK $TSLA

4

9

37

Adam Taub

@taubamush

11 months

C3 is not a $4.8 billion market cap but a $6.8 billion market cap. Options and RSUs represent 41% dilution. $AI

1

4

37

Adam Taub

@taubamush

4 years

This guy knows a thing or two about blood testing from his experiences at Theranos.

Tim Draper

@TimDraper

4 years

Another good idea from my hero.

9

34

261

1

3

35

Adam Taub

@taubamush

1 month

This past Tues 3/19, @CapybaraShort published on $SOUN (). Amazingly, a sell-side analyst at Cantor downgraded the stock and validated the short report’s key points. I've never seen that. Hat tip to TP for this 🧵cc: @CulperResearch @StockJabber 🐕 1/n

5

32

Adam Taub

@taubamush

2 months

Before I read this, I was unaware of the enshittification of Youtube for Kids through generative AI. All parents need to see the embedded low quality zombie youtube videos before leaving their kids alone again with an ipad. Great piece by @erikphoel ht/ @glbeaty cc: @doctorow

Erik Hoel

@erikphoel

2 months

More in today's post: analyzing the scale of the problem, how and why OpenAI didn't predict the pollution issue originally, and why gen AI killing the internet fits the definition of a tragedy of the commons

19

101

319

2

9

31

Adam Taub

@taubamush

4 months

Or in other words, there’s no corner of the tech ecosystem that isn’t ripe for “enshittification” @doctorow

Matthew Prince 🌥

@eastdakota

4 months

In other words, all you companies who think you’re Carta’s customers: no you’re not, you’re the product. And the reason Henry’s explanations ring so hollow is if you “users” figure that out and reject it then his multiple collapses and they’re done. 2/2

10

7

217

0

6

29

Adam Taub

@taubamush

10 months

I recently spoke with a former employee from C3 $AI who discussed mgmt challenges, exaggerated performance claims, & competition. Excerpts below. Full transcript here: cc: @StreamRG , @LastCallCNBC , @sprucepointcap , @KerrisdaleCap , @OnodaCapital (1/n)

2

4

27

Adam Taub

@taubamush

3 months

@RohitaKadambi @lubdha I just want to compliment you on the production value of the video of the laptop on the lap.

0

27

Adam Taub

@taubamush

3 years

Showing only renderings someone has convinced at least 300 people to put down a combined sum of at least $820K for an 8ft box to put on a truck that doesn't yet exist. Hat tip / RF

6

2

21

Adam Taub

@taubamush

1 year

Another great essay - twiddling enables enshittification. The virtuous gains of tech platforms lowering frictional costs / making lives better are susceptible to the offset where tech intermediaries "twiddle" (at very low cost) to capture ever bigger pieces of the economic pie

Cory Doctorow NONCONSENSUAL BLUE TICK

@doctorow

1 year

Twiddling is the key to enshittification: rapidly adjusting offers. In shell games, the quickness of the hand deceives the eye. Tech bros aren't smarter than Gilded Age barons - they use the same tricks as those monsters, but faster, with computers: 5/

1

57

178

0

7

25

Adam Taub

@taubamush

8 months

Enovix CEO at a conference shared that current yields are now above 60% / ahead of a yr end target. This is inconsistent with the S-Curve goal shared by TJ Rodgers on 1/3/23. Yields should be ~85%+ 9 months later. Disclosures on yields have been selective or non-existent. $ENVX

8

3

24

Adam Taub

@taubamush

6 years

@jameshamblin @SBakerMD A friend suggested some additional people to contact for a balanced article: Gary Taubes Tim Noakes Ted Naiman Zoe Harcombe Dom D'Agnostino Denise Minger Amy Berger Peter Bollerstedt Nina Teicholtz Georgia Ede Doug McGuff Virta Health

2

0

21

Adam Taub

@taubamush

7 months

Some additional research I completed last week on battery manufacturing and scaling, silicon anode chemistry, and Enovix's prospects. Thanks to Aubert Demaray from SpectraPower for his time, insights and reviewing my notes. $ENVX $AMPX $QS 1/n

13

4

21

Adam Taub

@taubamush

4 months

I have spent the past day trying to make sense of the Group14 / Enovix collaboration press release. I’ve asked 3500 battery folks via Slack and another handful privately. I’ve also seen some responses publicly. Personally, I’m confused by the collaboration. Details below. $ENVX

14

4

21

Adam Taub

@taubamush

2 months

SF Unity March to combat antisemitism. The Hindu-Jewish alliance as strong as ever. 🙏🇺🇸🇮🇱🇮🇳 #bringthemhomenow

1

7

20

Adam Taub

@taubamush

6 months

We’re here in Foster City, CA to set a Shabbat table for tonight with 240 empty seats for all of the hostages being held in Gaza by Hamas following the attacks in Israel on 10/7. The hostages are men, women, and children of all ages. Similar tables are being set across the world.

2

3

19

Adam Taub

@taubamush

6 years

@jameshamblin Putting the Petersons (n=2) against a doctor focused on the microbiome does a disservice to readers. Talk to @SBakerMD as a source next time

3

0

17

Adam Taub

@taubamush

6 months

In outer space, it's normal to add back interest expense to your negative adjusted EBITDA but to include your interest income from your cash balance. This is also in accordance with GASP (Generally Accepted Shitco Principles) $SPCE 🚀🚀🚀 h/t TP

1

3

19

Adam Taub

@taubamush

3 months

@askdani__real @HostageAid What a shameful organization. No mention of the more than hundred hostages in Gaza terror tunnels for over 100 days. No mention of baby Kfir. They refer to Hamas as militants rather than terrorists. You’d expect better from former hostages. Hypocrites.

1

18

Adam Taub

@taubamush

5 months

This was my child’s idea for Thanksgiving, and I could not be more proud. 🇮🇱

1

0

18

Adam Taub

@taubamush

4 months

Congrats to @BillAckman on what appears to me as the most meaningful activist campaign of his career. Nailed the timing too. Newsflow really helped!

2

0

18

Adam Taub

@taubamush

7 months

$JOBY former confirming many of the $ACHR concerns outlined by @ResearchGrizzly in this recent interview on @StreamRG link:

2

5

17

Adam Taub

@taubamush

11 months

This just slid into my DMs... "forgot to tell you! i interviewed an engineer from c3!! he said he left cos he couldn't work out what they do!" $AI

1

16

Adam Taub

@taubamush

4 months

Following a ~5 month tenure, Guy Wanger resigned on January 10 from his role as CAO of C3 $AI effective immediately citing personal reasons. Prior to that he spent 39 years at E&Y. C3 disclosed this after the close yesterday in a Friday 8-K into a long weekend. I have questions.

4

2

17

Adam Taub

@taubamush

2 months

$PCT produced 1.1 mm lbs in the first 2 mos of '24. ~569K lbs/month - ~13% of their old covenant. Congrats to them on getting rid of that. They also booked revenue. Bucking the trend of legit companies' reporting practices, they've opted not to quantify how much. So much winning!

8

1

15

Adam Taub

@taubamush

4 months

I’ve been in contact with a significant battery manufacturer regularly over the past six months. A couple of comments that relate to Enovix with the caveat that this is a competitor, and it is his opinion. $ENVX

13

3

16

Adam Taub

@taubamush

5 months

How does 's revenue trajectory compare to other exciting AI plays? Revenue is roughly flat over the past three quarters ($72-$73mm). By contrast, Nvidia revenue grew from $7 billion to $13.5 billion to $18.1 billion over the past three quarters. $AI $NVDA

2

1

14

Adam Taub

@taubamush

5 years

A happy early birthday to @JosephNSanberg who turns 40 tomorrow. In Joe's honor, I'm donating to Working Hero to help #EndPoverty ,. Please join us.

Joe Sanberg

@JosephNSanberg

5 years

Tomorrow I turn 40... However long I have ahead of me in life, I won’t be satisfied until we #EndPoverty . Will you join me on this mission? Will you rise for the nearly 8 out of 10 Americans who are living paycheck to paycheck? Please stand with us at

33

94

380

2

3

11

Adam Taub

@taubamush

7 months

“For Netanyahu, the arc of history is long, and it bends toward whoever is bending it.” Solid reporting on Netanyahu pushing back on AI driven utopia. It’s like bringing nuclear power to the Stone Age.

Yair Rosenberg

@Yair_Rosenberg

8 months

My latest: What Netanyahu got right about Musk. On Sunday, the Israeli leader met the billionaire for what was supposed to be a photo op. It turned into a confrontation in which Netanyahu challenged Musk's entire vision for the future. And he had a point:

15

33

130

0

1

15

Adam Taub

@taubamush

3 years

“Not perfect” is an understatement on the level of “tis but a flesh wound.” Also… “big improvement” - compared to what? Was there a time FSD randomly accelerated into a pedestrian? Shut this human experiment down before rather than after it kills people @NHTSAgov @NTSB $TSLA

Motorhead

@BradMunchen

3 years

Live footage of a $TSLA Full Self-Driving beta tester almost running into a pedestrian in a crosswalk zone. $TSLAQ

25

23

147

0

2

13

Adam Taub

@taubamush

3 years

This is a must watch: “Well you can’t grow concrete.” “Yea you can.” ….. epic pause. H/T Gobi

Clare Hymer

@ClareHymer

3 years

oh my lord this is UNREAL

2K

12K

83K

0

2

14

Adam Taub

@taubamush

4 years

We solved globalism, Hong Kong protests, Huawei, steel tariffs and the Astros cheating scandal all before dessert. Can’t wait to see what we tackle next

0

3

13

Adam Taub

@taubamush

6 months

I have some bigger concerns with this slide, but I found the absence of a Y-axis amusing. I added one. This slide is misleading -- the way $ENVX could claim it to be accurate is if the axis started around 50. That would also require their disclosing avg capacity in mAh though

5

1

14

Adam Taub

@taubamush

6 months

Excellent report on $PCT. If you asked ChatGPT to write a short report it would look something like this: (i) tweet of fake product; (ii) CEO hard hat photo; (iii) thermal drone footage proving no real manufacturing; (iv) poorly redacted pdf showing no tech. cc: @SEC_Enforcement

Bleecker Street Research

@Bleecker__St

6 months

Bleecker Street is short PureCycle $PCT. PCT has invested $500 million to build a 'molecular washing machine' to clean and recycle plastic. Former employees have called it a "shitshow" with "pipes to nowhere." We break down the PCT story here:

15

81

5

0

14

Adam Taub

@taubamush

5 months

Where were the signs?? $PCT

Adam Taub

@taubamush

6 months

Not even MacGyver was able to MacGyver the manufacturing process improvements at $PCT. Will the non-MacGyver approach be able to fix these 9 company identified problem areas in the next two weeks? We will know by year end. 🍿

0

5

0

13

Adam Taub

@taubamush

6 years

@respectfullivin @jameshamblin @SBakerMD your name says respectful, but your response is not

3

0

11

Adam Taub

@taubamush

4 years

@bgurley I can see the pitch now. Picture this - it’s like Theranos.... but for VR

0

13

Adam Taub

@taubamush

1 year

One of the more nuanced and informative data center calls I've conducted over the past 12 years. @StreamRG $DLR $EQIX $IRM $CYXT

1

2

13

Adam Taub

@taubamush

9 months

I reviewed the sell side notes following $ENVX's quarter and observed that several analysts wrote that the YBS funding was complete. YBS filed the manufacturing agreement with an outline on funding. It reads more like an LOI, imo. Filing by YBS here:

5

0

13

Adam Taub

@taubamush

6 months

The fruit ripens on the vine for a long time and then falls suddenly. Did @ESGhound throw in the towel and concede Musk is above the law only to have the walls cave in on the misguided billionaire? Time will tell. In any case, good research on pesky environmental details🍿

ESG Hound

@ESGhound

6 months

New Post: "Elon Musk is above the Law"

46

37

129

0

2

13

Adam Taub

@taubamush

10 months

This is well researched. A lot of the report is on misleading statements by investors on social media - it's worth reviewing. Putting that aside, there is also a good discussion of the fiercely competitive landscape. The report discusses Amperex (TDK/ATL) & Group14 $ENVX (1/n)

logphase research 🔋🔥💣

@log_phase

10 months

Enovix $ENVX has become a shameless stock promotion, with vile attacks on critics, made up claims about supposed customers, & material misrepresentation of news and other info. In our opinion, Cohodes & Reyes are an utter disgrace, and enough is enough.

93

22

130

8

4

13

Adam Taub

@taubamush

11 months

"Thanks for the exit liquidity bagholders" -Tom Siebel $AI

0

3

12

Adam Taub

@taubamush

5 months

Friday evening 8-K from $PCT. Probably nothing.

3

0

12

Adam Taub

@taubamush

3 months

@joereal99 Sad but not surprising. In this podcast by @MOR_reality , Dr. Gil-White explains the forgotten/ERASED history of Amin al-Husseini, the genocidal former grand mufti of Jerusalem, who conspired with the Nazis, & fled to Egypt where he trained Arafat & Abbas.

Adam Taub

@taubamush

4 months

Great interview of @MOR_reality . Topics include: Forgotten history of Amin al-Husseini conspiring with Nazis; eugenics in the US; the Israel/US relationship; why antisemitism is the tip of the spear for totalitarianism; & the threat of radical Islam. ht AT

0

3

0

6

10

Adam Taub

@taubamush

5 months

I spoke yesterday with a reliable battery industry representative and discussed a few points on Enovix $ENVX. My notes below:

6

1

12

Adam Taub

@taubamush

10 months

Not all FCF is the same. This is deeply misleading. From 3/31/22 to 3/31/23: Cash (incl restricted and marketable): $3.2 bn declined to $2.8 bn Real estate inventory, net: $4.7 bn declined to $2.1 bn Shareholder Equity: $2.3 bn declined to $1.0 bn $OPEN

Keith Rabois

@rabois

10 months

Opendoor is one of only 7 public tech companies founded since 2003 w FCF of $1 B over the last 12 months.

58

27

440

2

1

11

Adam Taub

@taubamush

6 months

#BringThemHome

Adam Taub

@taubamush

6 months

We’re here in Foster City, CA to set a Shabbat table for tonight with 240 empty seats for all of the hostages being held in Gaza by Hamas following the attacks in Israel on 10/7. The hostages are men, women, and children of all ages. Similar tables are being set across the world.

2

3

19

0

1

11

Adam Taub

@taubamush

9 months

New mgmt has been in place at $ENVX for 6+ months but didn't address levers they'll pull for a 49% increase in production for Q3 to 36K cells vs run rate Q2 and a 200% increase in production for Q4. They also failed to reiterate their full year target of 180K cells.

7

2

11

Adam Taub

@taubamush

6 months

You don't need to be a chemical engineer to read unredacted footnotes. From this interaction, I question if a bachelor's degree in chem engineering is holding some people back from critical thought. Mgmt's non-response on the "bunch of butane" question raises some ⛳️⛳️⛳️. $PCT

3

2

11

Adam Taub

@taubamush

5 months

SEC Notice of Effectiveness. Routejade now can sell if it wants to. $ENVX

Adam Taub

@taubamush

5 months

More housekeeping by Routejade. $ENVX

3

2

11

3

2

11

Adam Taub

@taubamush

6 years

Runaway spaghetti algorithms and the risks of AI rules we can’t easily audit / deconstruct. Cc: @GaryMarcus

0

9

11

Adam Taub

@taubamush

5 years

@CGrantWSJ What about the all important backlog number? Haven’t reported that in a little while. ~420k? $TSLA

2

0

8

Adam Taub

@taubamush

5 months

More housekeeping by Routejade. $ENVX

3

2

11

Adam Taub

@taubamush

6 months

What's this about $ENVX? 1.3 million shares erroneously issued to former executive officers by the admin agent resulted in a $22 million loss. This implies ~$17 per share. And did the executives sell?

6

2

11

Adam Taub

@taubamush

3 months

“Conspiracy theories are impervious to factual arguments.” - Izabella Tabarovsky @IzaTabaro in The Soviet Roots of Today’s Antizionist Antisemitism. History doesn’t just rhyme but it’s a mirror image in this case.

The Soviet Roots of Today's Antizionist Antisemitism

Izabella Tabarovsky, eminent scholar of Russian history and antisemitism, joins us to discuss the Soviet roots of modern-day antizionist antisemitism. The So...

www.youtube.com

2

10

Adam Taub

@taubamush

3 years

Blink Charging recently purchased BlueLA Carsharing (9/2020). New reviews after the company purchased it show customers claiming service levels destroyed, and some say it has become a scam. $BLNK (1/4)

1

2

9

Adam Taub

@taubamush

3 months

“QuantumScape Appoints Dr. Siva Sivaram as CEO to Lead Next Phase of Growth.” The first phase of growth resulted in $0 of revenue, so there’s that. $QS

3

1

11

Adam Taub

@taubamush

7 months

Based on their filings, Routejade had a 35% decline in revenue in '22 to ~$10 mm, a 0.2% gross margin, and an operating loss. If '23 margins have rebounded to '21 levels, then Routejade could have $1 mm of EBIT (note: Enovix said 2023 run rate revenue is ~$18 million) $ENVX (1/2)

3

11

Adam Taub

@taubamush

5 years

@coldxman The Milgram-Mischel-Munchkin experiment

0

11

Adam Taub

@taubamush

2 months

DEI has undoubtedly contributed to the decline in public school education in the Bay Area. There’s disagreement about the way forward, but the status quo is serving nobody.

What Are They Afraid Of?

In today’s California public schools, ideological dogma is prioritized over reading, writing and math.

jewishjournal.com

0

2

10

Adam Taub

@taubamush

6 months

And soon Chief Scientist Christopher Monroe can quietly sell his 3.9 million shares without needing to file. $IONQ

IonQ Announces Senior Leadership Transition

Co-founder and Chief Scientist Dr. Chris Monroe to depart IonQ to return to his academic, research and policy pursuits IonQ (NYSE: IONQ), an industry leader in quantum computing, today announced that...

investors.ionq.com

undermarkets

@undermarkets

7 months

The quantum computing SPAC $IONQ is a darling of South Korean 'all-in' retail. It's up 287% YTD. In August, they bought 457m (or 13.6% of its market cap). Meanwhile, IONQ 2022 generated 11m in revenue (large % from affiliated entities) while paying executive team & board 23m

1

2

1

10

Adam Taub

@taubamush

9 months

Who would have thought? Nice work @BrodyFord_ n.b. Baker Hughes changed their disclosure in the Q2 10-Q obfuscating their sale for an extra two weeks. We’ll have to wait a few months to see if they used the extra time to unload more. $AI

Brody Ford

@BrodyFord_

9 months

Scoop: C3 ai’s most important customer sold more of its stock. Short-sellers have alleged the relationship is deteriorating. $AI

3

11

36

1

10

Adam Taub

@taubamush

26 days

In this expert call, we focused on NuScale, but hit on nuclear/SMRs generally, uranium, hydrogen, & battery storage. This 25 yr renewables veteran thinks $SMR is flailing to remain a going concern. Source: cc: @AlphaSenseInc $SMR $ALCC (Oklo) $PLUG $FLNC

0

3

10

Adam Taub

@taubamush

5 months

C3 has exponential growth in an often overlooked metric. #hobgoblin $AI

1

0

10

Adam Taub

@taubamush

11 months

If you're having trouble adding customers, one solution is to revise your definition of a customer....again. $AI

1

9

Adam Taub

@taubamush

3 months

@KenRoth No. You’re upset because UNRWA has been and always will be a genocidal jihadist grift, and the world is finally seeing that.

0

2

8

Adam Taub

@taubamush

3 months

Anyone researching, investing, or working in the battery industry, check out the Volta Foundation's annual battery report out today. A lot of hard work by Yen Yeh & 100+ contributors🔋🪫 $AMPX $BYDDY $ENVX $FREY $LCID $LICY $NKLA $RIVN $QS $SLDP $TSLA

2

1

8

Adam Taub

@taubamush

2 years

Move fast and break things: $169K car missing basic ADAS features. $LCID

1

2

9

Adam Taub

@taubamush

4 months

“Lucid produced 2,391 vehicles during Q4 and delivered 1,734 vehicles during the same period.” Supply continues to outpace demand. Lucid may be the greatest EV / green grift of them all, which is saying a lot. When do the Saudis throw in the towel? $LCID

3

9

Adam Taub

@taubamush

3 years

Governor Newsom would like to blame climate change for wildfires and for the extreme damage they have caused. He should blame himself.

0

2

6

Adam Taub

@taubamush

10 months

Here's an excerpt from a recently published interview with a former $ENVX engineer. He does not appear disgruntled - quite the opposite. He also says he was not fired, which contradicts what some have asserted without tangible evidence.

12

0

10

Adam Taub

@taubamush

3 months

@THR @montanatucker Thank you @montanatucker #BringThemHomeNow

0

1

9

Adam Taub

@taubamush

10 months

$ENVX produced & shipped 4,442 cells in Q4 '22. The Jan '23 pres projected shipments would 2x every quarter in 2023. 6 weeks later, ENVX tweaked '23 guidance to 2x production quarterly, w no shipment commentary. For Q1 2023 they produced 12.5k cells but shipped only 3k. Why?

3

1

9

Adam Taub

@taubamush

5 years

@chamath @WSJ Now do Elon

1

8

Adam Taub

@taubamush

2 years

🚨🚨🚨Remote (no physical access), zero-click (no interaction required by the driver) and, while didn't demonstrate anything dangerous, they were reaching into the vehicle's CAN bus, meaning the possibility of disrupting safety-critical systems like steering and brakes. $TSLA

Synacktiv

@Synacktiv

2 years

If you see two guys wearing Synacktiv t-shirts with big antennas, you should turn around with your @Tesla ! 0-click RCE demonstration on a real vehicle, with CAN messages sent to switch on headlights, wipers and trunk 😎 #Pwn2Own

7

133

435

1

3

9

Adam Taub

@taubamush

7 months

Recently stating at a conference that the company has achieved its 60% yield target ahead of schedule does not reconcile with the missed production number disclosed today. This number is highly suspect now. Please explain @rajtalluri $ENVX

Adam Taub

@taubamush

8 months

Enovix CEO at a conference shared that current yields are now above 60% / ahead of a yr end target. This is inconsistent with the S-Curve goal shared by TJ Rodgers on 1/3/23. Yields should be ~85%+ 9 months later. Disclosures on yields have been selective or non-existent. $ENVX

8

3

24

1

0

9

Adam Taub

@taubamush

4 months

“Buying a car today is an investment into the future. I think the most profound thing is that if you buy a Tesla today, I believe you are buying an appreciating asset, not a depreciating asset.” $TSLA

Little John 💎

@biotechpain

4 months

I can't understand the Tesla fire sale at $HTZ Hertz ▪️ All of these models have the capability to make $30k/yr as a robotaxi ▪️ These are appreciating assets ▪️ Everyone loves them & wants one ▪️ Everyone who's looking to hire a car would obviously choose a Tesla $TSLA $TSLAQ

47

18

143

2

1

9

Adam Taub

@taubamush

2 months

Thank you to Palo Alto and Mayor Greer Stone for hosting the Run For Their Lives rally this morning. We pray for the safe return of hostages from Gaza. #BringThemHomeNow

0

9

Adam Taub

@taubamush

7 months

🦷🦷🦷$SDC

erin griffith

@eringriffith

7 months

SmileDirectClub has filed for bankruptcy and alongside the announcement, they included an infographic listing other brands that have gone bankrupt. All the cool companies are doing it!

38

81

917

2

1

9

Adam Taub

@taubamush

30 days

Move over hard hat indicator, here comes the gameboy important operational device indicator. Requiring everyone to wear a 4 way monitor at all times is pretty uncommon unless it’s a very dangerous plant, such as one with huge butane explosion risk. $PCT

3

2

8

Adam Taub

@taubamush

7 months

@fourier_f @weissosu2 See the letter to shareholders filed 11/1/22 with the Q3 2022 quarterly update: “We continue to grow our global reach and have active engagements across Asia, including with leading smartphone OEMs in China and major consumer brands in Japan and Korea, including Samsung.” $ENVX

2

0

8

Adam Taub

@taubamush

5 months

There's a new NBC poll in the NYTimes: "Only 1% of Americans feel positively about Hamas, and 81% felt negatively." Did you also know that 1% of Americans believe the Earth is flat? I made a Venn diagram showing overlap, but it looks too much like a circle to post. #HamasislSIS

0

1

9

Adam Taub

@taubamush

9 months

Hardware is hard. Once they turn on FSD you’ll see.

ESG Hound

@ESGhound

9 months

If I'm reading this right: Looks like non-GAAP net margins of -13% on a loss of $559 million. They had to use company cash to buy back employee stock at 35x revs ($153mm). With CapEx, this sucker is burning $2 billion+ in cash annually. Woof Thoughts @WallStCynic ?

5

10

57

0

2

9

Adam Taub

@taubamush

8 months

It takes a lot of COGS to win a big sugar plantation customer in South America. $AI

SouthernValue

@SouthernValue95

8 months

$AI grew subscription revenue $4M yoy, or 7%, during an AI bubble. More impressively it only took an incremental $16M COGS to deliver that revenue, for an incremental gross margin of -300%. Real impressive. Definitely an AI winner and definitely a software company.

11

2

98

1

0

9

Adam Taub

@taubamush

5 months

$AI giving investors less than 25 minutes to digest earnings results before their call. Still no earnings out. Classy. Any minute...

1

0

9

Adam Taub

@taubamush

2 months

Spending some time in Fremont. So many battery companies to diligence. $ENVX $AMPX

4

0

8

Adam Taub

@taubamush

5 months

@krassenstein @sama Anti-Zionism is antisemitism. There are too many people who are ignorant as to why. Please read this column from 2022 by @Jeff_Jacoby to better understand it.

Make no mistake: Anti-Zionism is antisemitism - The Boston Globe

Like other peoples the world over, Jews have a right to a state of their own.

www.bostonglobe.com

1

3

8

Adam Taub

@taubamush

6 years

@TaylorLorenz Love this line: "And some teens are taking the job more seriously. A few told me they’d set up email accounts to seem more official..."

0

6

Adam Taub

@taubamush

5 months

Lucid CFO resigns. December is always an inconvenient time to lose a CFO. $LCID

0

1

8

Adam Taub

@taubamush

5 months

It does not depend on the context

0

8

Adam Taub

@taubamush

9 months

👇How it started...🚀🚀🚀How it's going $PTRA

Chamath Palihapitiya

@chamath

3 years

I just made my biggest investment in climate change. $ACTC is merging with @Proterra_Inc to help take it public. I led the $415M PIPE. @Proterra_Inc is NA’s #1 EV bus OEM. The company’s technology, their lead and their revenues made this a no brainer for me. 1-pager attached.

508

683

7K

0

3

8

Adam Taub

@taubamush

4 years

Playing monopoly, and my son suggested we waive rent payments so that everyone has enough money during this difficult time.

3

1

8

Adam Taub

@taubamush

5 months

Hypothetical question. If someone says, “Death to Harvard” here, is that considered bullying and harassment? Well… it depends on the context.

'Complete shock': College admissions consultant reacts to students rejecting early Harvard accept...

College admissions consultant Christopher Rim joins 'Fox & Friends First' to discuss the shift in attitude toward attending Harvard after allegations of an antisemitic climate have altered its image.

www.foxnews.com

1

0

8

Adam Taub

@taubamush

6 months

This isn’t difficult at this point. #bantiktok cc: @POTUS @NikkiHaley @RonDeSantis

Shaun Maguire

@shaunmmaguire

6 months

Israel was removed from Baidu Maps earlier today. I'm just finishing a long day so was finally able to verify for myself. Neighboring countries are still named (Lebanon, Syria, Jordan, Egypt, etc). If you zoom in on Israel, just city names. Major provocation from China.

328

720

3K

0

1

8