@alex_avoigt
I can't wait until Optimus(s) have a half built city on Mars in 2031 in preparation for humans landing 2033 and everyone is bitching about Elon being a couple of years late.
@EmmanuelMacron
@elonmusk
It's almost as if people shouldn't base their opinions of Musk and what he and his companies want to accomplish on what the MSM and the narratives they are trying to sell.
@BillAckman
@stoolpresidente
had a similar call. Not directly related, but the
@elonmusk
BBC interview last year was similar (where he simulcast it on X). It's healthy for folks to see the full context of these types of behaviours.
@BillAckman
I hope you call out all the MSM that "report" on garbage reports like this as well. "Business Insider is reporting..." when they wouldn't run the story based on the same information is the anti-money laundering 'layering' of journalism.
'Rocketman Bad' seems to be in overdrive over the Turkey censorship issue. The impact could be exactly what
@elonmusk
ultimately wants: censorship requests that aren't willing to be publicly on blast will have to reconsider.
A few observations:
1. This is NOT inconsistent
@beverstine
@SpaceX
"Mr. Secretary, we will launch this super urgent mission for you just as soon as the Fish & Wildlife finish their 6 month study on stress levels in sea turtles due to rockets"
@SquawkCNBC
@elonmusk
@SecretaryPete
Politicians should have to disclose conflicts of interest and essentially who pays for them to be where they are. Analysts have to disclose positions in stocks they cover. This seems more important.
@SchrodingrsBrat
Asking for a recommendation re: something they are interested in. If it's travel, food, type of music, etc. It's interesting to understand how passionate they can get and also how considerate they are when recommending.
@BillAckman
@CNBC
@andrewrsorkin
@Harvard
@MIT
@axelspringer
CNBC also partakes in the 'we aren't reporting this, but someone else is, so lets spend the next 30 minutes talking about it as if its true" journalism - - not the root of the problem, but still a part of it. Don't forget about them.
@Openskies13
@GordonJohnson19
“If you take a step back and look at the numbers… look, “our” research indicates that sales in Iowa on Tuesdays show a 5% decline YoY. “We” think that trend continues to all days, states and countries next quarter…”
@heydave7
“Why should we waste resources going to mars, we have problems to solve here.” Is a similar sentiment.
Why? Because it’s awesome, it inspires folks to push the frontier of possibilities, and in its wake a lot of difficult tasks become a whole lot easier!
@WholeMarsBlog
Bitcoiners must not realize that when he says "need to make BTC more green" he was actually going to do that for them... sooner or later. Akin to "we need to make electric cars that are the best cars" and "we need to make rockets fully and rapidly reusable".
@Space_Time3
@60Minutes
After IFT-1 my folks started to see what I was saying about MSM coverage of Elon. They tuned into
@Erdayastronaut
for IFT-2 and never looked back. Hopefully more folks will see this for what it is and allow themselves to enjoy one of the most inspiring quests in the world!
@SawyerMerritt
@Tesla
A month before a global pandemic, during a series of supply chain meltdowns, and needing to build factories in Shanghai, Berlin, and Austin to do it… in 36 months. Simply remarkable.
@TSLAFanMtl
Your confusion is confusing. He's asked about Tesla demand at a Tesla event. He's quite literally agreeing with everything you said about demand elasticity and Tesla outlined how they will continue to drive down costs which will maximize their pricing flexibility.
@MichaelMeunier
@garyblack00
@elonmusk
Costing who big? The stock is still up >20% YoY and the company is executing amazingly. I wouldn't have expected so many 'experts' who keep talking about fundamentals to be so focused on the noise.
@bradsferguson
Us: "Elon has clearly demonstrated he can juggle multiple companies and still deliver for us shareholders" Also us: "Elon should definitely not do what he always does when he's juggling multiple companies"
@ICannot_Enough
If he just said, "through autonomy, other software updates, charging products, and insurance..." Maybe talk about the retention factor and the likelihood to recommend Tesla to friends and family. But not just autonomy.
@Kristennetten
@elonmusk
A bunch of folks (like me) patiently waiting for the
@jamesdouma
video to hit YouTube explaining what we just sat and watched for 5 hours.
@SawyerMerritt
@elonmusk
Certain folks: “SpaceX never donated anything, Elon Musk is a scammer!” Also certain folks: “SpaceX must keep donating stuff!”
@stocktalkweekly
@aciertrempe
@elonmusk
It's hard for people to remember the 2018 context of this. Ironically, us retail plebs that this lawsuit is meant to "protect" understood the company and the implications of this plan better than most of the folks on Wallstreet.
Inane to look at where Tesla and EVs at large are
@ESYudkowsky
@waitbutwhy
No argument that this could be an approach. But this is a pretty tough bar for anything written by anyone about anything.
Applying that lens to everything consistently (instead of assuming, in this case, they are talking about their own experience) must be exhausting.
@DillonLoomis22
We’ve turned into a pretty entitled community. I suspect it’s significantly more difficult to build a company producing the graphs below than it is to comment on them. Benefit of the doubt from me until those graphs say otherwise.
@onlymikeraff
@theallinpod
@friedberg
Yeah, rough go. Hopefully he doesn't keep trying to steer the conversation down MSM 'searching for a soundclip' type of over simplification of nuanced topics that need not reach a black and white conclusion.
@garyblack00
Talk about how it's just cutting the pizza into slices and doesn't add any value... despite by-the-slice pizza usually selling for a higher relative price than a whole pizza.
@p_ferragu
Biden could have owned Tesla's success "The Obama administration saw this EV wave coming and helped ensure companies like Tesla found their footing, our vision has allowed America to take the lead the way in EVs globally"
@TeslaAndDoge
People criticize that's what happens. You're criticizing. They are criticizing your criticizing. You are criticizing their criticizing of your criticizing.
@Jason
@RobertKennedyJr
@theallinpod
At this point I don't know why anyone would agree to sit down with the MSM and not live stream it on Twitter as well so the full context is on the record.
@teslaeconomist
Sounds like you're going through it man. Hope things turn around for you. Remember that outside of Chinese data (a month that saw zero covid > mass demonstrations > zero policy) we don't really have any data suggesting demand drop off.
@elonmusk
@WholeMarsBlog
We need X News! - - Grok + Community notes for the main story. Where Independent Journalists/Content Creators can trend along side the main story with their own take/Space/video/Podcast for discoverability.
@WholeMarsBlog
@elonmusk
Tom Brady driving a Hertz CyberTruck through a McDonalds drive through using FTX to covert his Hertz cheque to Doge to pay for his Happy Meal via the Tesla App? Seems plausible.
@garyblack00
Elon gonna Elon. I struggled with this during 2019 but came to see it all as a wildly net positive. His interactions with the general public and the publicity his twitter generates seems like a 10 steps forward 1 step back proposition (some months 2 or 3!).
@WholeMarsBlog
Time value matters too. Starlink can start shipping terminals tomorrow. Folks can be connecting to the internet in weeks/months. Tax Payers expense AND those waiting to be connected.
@SullyCNBC
*Americans only want Teslas...
It would be great if more time were spent on shows like yours discussing how US Auto (ex-Tesla) is giving up on the global automarket. One of the biggest TAMs ever. Rather than make the investments required to figure out EV they pay out dividends.
@TeslaAndDoge
Markets going to market! I think if Elon were able to say on the call last night "I don't need to sell any more shares to buy TWTR" the reaction would be different. Lots of "Elon pumping the stock, he must have to sell a bunch of TSLA soon" headlines out there.
@augutis77
@SawyerMerritt
@SpaceX
It's funny, folks think he can run 5+ companies simultaneously but can't fire off his 30 tweets per day in a couple of trips to the bathroom.
@hubermanlab
How does every Sigur Ros song relax me when I need to relax, get me fired up when I need to get fired up, make me reflective when I need to reflect, and make me creative when I need to be creative?
@Jason
I know you might be too close to the situation, but is there any chance you can get some high end legal folks on this week to discuss Elon v Delaware and how it's likely to play out, and the implications of it should it stand?
@TeslaAndDoge
They were trolling with material they knew would get them suspended. Not a story referencing the material but the actual material (screen shots, direct links). They knew what they were doing and wanted the suspension to write about (imo).
@thejefflutz
@Zerosumgame33
The context was very specifically: IF there is a financial collapse like 2008, and IF the choice was to protect margins at lower volume or erode margin to maximize volume.
@DirtyTesLa
Then, as it becomes the world’s top selling vehicle in its fourth year from launch (despite a pandemic, semi shortage, and recession) they will say: “Tesla needs to reinvent their stale offerings.”
@TSLAFanMtl
Early shorts lose, early longs win, new shorts win, new longs lose, some other shiny object bounces across 2021, media/politicians move on, and this ends up being a footnote in the times of covid and we go back to business as usual.
@freshjiva
@garyblack00
@elonmusk
Did you factor in the $8/month recurring revenue that each car will pay for it's blue check mark so it can access the twitter blue ride hailing network?
@SawyerMerritt
Check out the interview they do in a seperate video. Really really enjoyed seeing how appreciative he was of the team. Came in as a hater. Left as a fan.
@Jason
Boredom. People are just making shit up at this point to feel. Feel like a victim (all sides). Feel like you have a community (all sides). Feel like you're part of something bigger (all sides).
@teslaeconomist
Hard to escape the doom cycle that is $TSLA twitter/retail world. But speculation repeated and reframed over and over and over does not make them fact. Tesla will speak for itself soon.
@KoguanLeo
Or more likely he doesn't see this as a big panic. Tesla is fine. Tons of cash. No risk of dying. More demand than they can satisfy. For a guy thinking in decades, who knows Q4 will be another banger (like all Q4s) for Tesla, he probably just allocates his concern elsewhere.
@TeslaLarry
@garyblack00
Drew has been great on the technical/human capital side as well. Less rambly (less entertaining) but probably more inline with what an earning call should be.
@KoguanLeo
Come on man. Don’t mess with this juggernaut. Don’t forget who built this thing and what other companies he was building during the rough times. Twitter will be fixed soon. We are way to early to start the outsource and harvesting phase.
@farzyness
One part of the story that is being ignored is that MSFT effectively showed that they control OpenAI when Sam got ousted, they communicated to everyone that things would be business as usual because they would take Sam & Greg, whoever they wanted to bring over, and they had all
@ajtourville
@elonmusk
When reporting on these options, the context of how they were portrayed should be given. My recollection of CNBC type desks at the time was a lot of laughing and confusion as to how he thought all but maybe one of those tranches would ever unlock.
@mrp
@theallinpod
@DavidSacks
@friedberg
@Jason
usually great, but off week this week. It happens. Hope you guys keep nuance in the pod, everything doesn't have to be a right/wrong, black/white, quotable take. We can get that kind of level of conversation (quite literally) everywhere.
@garyblack00
And think of the advertising potential when all EV owners using the network download Tesla's app. Have you considered home charging? How about powering up your home with solar? Need a new roof? Our showroom nearby just got a Plaid in, want to check it out?
What happen after these
@tesla
events with the $TSLA stock? Below is a list of all Tesla events over the last 5 years and what happened to the stock in the lead up and the days after.
Which events did we miss ?
@TeslaPodcast
@LimitingThe