Paul @pwallmann5 Twitter profile

Last Seen Profiles

@_bob_velseb_1

@carry_domin

@RuteMbangwa

@laylaorth

@EncoreRyaan

@janabdesi

@chama71_C

@StwGendut

@Frantic_Bubble

@carry_domin

@Cleo_Shirley881

@bokeplokalmalam

@evanlailailail1

@kj9498

@bokeplokalmalam

@opibooks

@quadvision

@bokeplokalmalam

@lanablakelys

@pen103221

@KTThrelfall

@TomBombur

@Aquarius_girl_T

@thierry1959

@dePioneerCats

@inuharu_86pan

@bokeplokalmalam

@Sonami_Chile

@blackkmoanaa

@WezG

@gbbymont

@nekamillle

@Pololosha06

@JusticaSP

@ammaino407

@KeithMarciniak

Paul

@pwallmann5

10 months

@bariweiss @TheFP I’ve watched a few of marches going by place in Toronto. The demo seems to skew much older than the Tiktok generation.

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@pwallmann5

1 year

@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.

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@pwallmann5

3 years

@garyblack00 Did joe intro him again?

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@pwallmann5

2 years

@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.

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@pwallmann5

8 months

@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.

Dave Portnoy

@stoolpresidente

1 year

I Caught Wind That The Washington Post Was Writing A Hit Piece About Me And My Pizzafest So I Did What I Do. I Went on the Offensive

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@pwallmann5

8 months

@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.

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@pwallmann5

1 year

@BillKristol Haha, and @RobertKennedyJr is the conspiracy theorist!?

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Paul

@pwallmann5

3 years

@WholeMarsBlog @elonmusk GM has spent more on advertising than the Solar City acquisition every year from 2007-2019!

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@pwallmann5

1 year

'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

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@pwallmann5

7 months

@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"

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@pwallmann5

10 months

@elon_alerts @karpathy

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Paul

@pwallmann5

3 years

@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.

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Paul

@pwallmann5

8 months

@waitbutwhy @ESYudkowsky I agree with @ESYudkowsky , please only share thoughts/advice on that can be applied 100% of the time to 100% of people.

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@pwallmann5

9 months

@DavidSacks Penalize the only guy keeping the US competitive globally in Auto and Space. China would be dominating both if it weren't for Elon.

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@pwallmann5

1 year

@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.

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@pwallmann5

8 months

@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.

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@pwallmann5

10 months

@SciGuySpace Great throwback to the good old days where journalists provided relevant context to the event they are covering! Great read!

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@pwallmann5

11 months

@Jason @jmslaba @jaredkushner @lexfridman It's a term intended to point out how logical people can't recognize anything of value if at all associated with Trump.

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Paul

@pwallmann5

10 months

@WholeMarsBlog Democrats weren't exactly in love with Elon pre-Twitter

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Paul

@pwallmann5

1 year

@SawyerMerritt no change to my 10 year priors, more bearish on the next 12 months, suspect it sells off in the morning

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Paul

@pwallmann5

6 months

@SciGuySpace Definitely not an expert... but here's my favorite:

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@pwallmann5

7 months

@micsolana No more gun fire in Chicago? That's amazing! They should have passed this resolution decades ago!

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@pwallmann5

1 year

@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…”

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@pwallmann5

6 months

@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!

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@pwallmann5

3 years

@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".

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@pwallmann5

9 months

@amasad @X Grok agrees

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Paul

@pwallmann5

9 months

@BLKMDL3 The best advertising is making banger products that celebrities talk about with a gleeful grin on their face.

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Paul

@pwallmann5

7 months

@micsolana I wonder if 'anonymous sources familiar with the matter' are now anyone commenting on a tweet.

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@pwallmann5

6 months

@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!

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@pwallmann5

1 year

@b4ud3r @piloly @Tesla Demand cliff is next quarter! (Always, next quarter)

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Paul

@pwallmann5

2 years

@SawyerMerritt @elonmusk @ICannot_Enough On Twitter?

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@pwallmann5

1 year

@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.

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@pwallmann5

6 months

@vkhosla @elonmusk Does it seem more likely that Elon would bail on something he found tough or something he found unethical?

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Paul

@pwallmann5

5 months

@Jason Market just pricing in the DJT sweetheart TikTok acquisition Jan 20, 2025!

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@pwallmann5

2 years

@TomerHacohen @elonmusk @teslaownersSV @Gfilche I think what we need is someone like @jonstewart to do a long form podcast with @elonmusk . Someone the left will actually tune in to but will still have a conversation and actually want to understand what Elon is all about.

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@pwallmann5

2 years

@elonmusk @StatistaCharts "Data based on media reports and journalists' estimates" holds a lot of water here.

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@pwallmann5

2 years

@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.

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@pwallmann5

2 years

@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.

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@pwallmann5

2 years

@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"

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@pwallmann5

1 year

@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.

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@pwallmann5

2 years

@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.

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@pwallmann5

2 years

@SawyerMerritt @elonmusk Certain folks: “SpaceX never donated anything, Elon Musk is a scammer!” Also certain folks: “SpaceX must keep donating stuff!”

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@pwallmann5

11 months

@Jason @jmslaba @jaredkushner @lexfridman It's a close relative to 'Elon Derangement Syndrome' where nothing Elon does is impressive, well intentioned, or difficult.

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Paul

@pwallmann5

1 year

@Cluster_6 @JPSartre_NoExit @WalterIsaacson So he shouldn't have provided Starlink to Ukraine in the first place?

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@pwallmann5

7 months

@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

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@pwallmann5

8 months

@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.

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Paul

@pwallmann5

2 years

@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.

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@pwallmann5

2 years

@garyblack00 Seems like they are purposefully getting other voices weighing in even when Elon answers first. Much appreciated.

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@pwallmann5

1 year

@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.

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@pwallmann5

3 years

@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.

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@pwallmann5

8 months

@teslavangelist He doesn't take them as seriously as they take themselves. And that hurts their feelings.

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Paul

@pwallmann5

1 year

@jhall @RobertKennedyJr Go live on Twitter Spaces before each interview!

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@pwallmann5

3 years

@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"

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@pwallmann5

1 year

@SawyerMerritt @Tesla Without ads!

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Paul

@pwallmann5

9 months

@Teslaverse_4269 @Tesla Wait, is that actually true?

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Paul

@pwallmann5

6 months

@TeslaBoomerMama It's a small quibble, but I feel like the story should have noted that >70% of shareholders approved this pay package.

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Paul

@pwallmann5

2 years

@arctechinc @elonmusk @ZelenskyyUa Lets not encourage Elon going to a warzone.

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Paul

@pwallmann5

7 months

@TeslaAndDoge People criticize that's what happens. You're criticizing. They are criticizing your criticizing. You are criticizing their criticizing of your criticizing.

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@pwallmann5

1 year

@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.

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@pwallmann5

2 years

@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.

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@pwallmann5

8 months

@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.

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@pwallmann5

3 years

@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.

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Paul

@pwallmann5

4 years

@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!).

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Paul

@pwallmann5

6 months

@blueorigin @SpaceX @lexfridman hosting a long pod on building rockets and our future in space with @elonmusk and @JeffBezos is pretty much the dream at this point.

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@pwallmann5

8 months

@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.

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@pwallmann5

8 months

@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.

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@pwallmann5

2 years

@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.

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@pwallmann5

8 months

@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.

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@pwallmann5

1 year

@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?

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@pwallmann5

6 months

@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?

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@pwallmann5

3 years

@jhall @POTUS Potus leading the dems to midterm victory like GMs leading the EV revolution!

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@pwallmann5

2 years

@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).

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@pwallmann5

2 years

@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.

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@pwallmann5

7 months

@_SFTahoe (And we were correct)

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@pwallmann5

3 years

@WholeMarsBlog @elonmusk "Can we also have a couple billion dollars?" - The people that didn't quit Waymo

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@pwallmann5

9 months

@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.”

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@pwallmann5

3 years

@BillyM2k @SawyerMerritt @elonmusk Even worse than the corruption is the poor execution of said corruption.

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Paul

@pwallmann5

4 years

@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.

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@pwallmann5

2 years

@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?

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@pwallmann5

11 months

@SawyerMerritt It didn't sound that bad to me. Macro-bear Elon certainly less fun. Missed Zach on the call forsure. New CFO roughish start.

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@pwallmann5

3 years

@Jason @SenWarren Haha, check out this freeloader (and give me $10).

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@pwallmann5

9 months

@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's 3-day Exclusive with the Cybertruck — The Carmudgeon Show...

The Cybertruck is easily the most controversial vehicle of the last decade, and Tesla gave Jason Cammisa exclusive access to its engineers — to drive it, wat...

www.youtube.com

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@pwallmann5

1 year

@FatKidDeals @ehikian Basically 50% off... see ya inflation!

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@pwallmann5

1 year

@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).

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@pwallmann5

3 years

@ByeonChansoo @Tesla How is there no Tesla Sweater in the shop?

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Paul

@pwallmann5

2 years

@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.

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@pwallmann5

1 year

@darewecan @RobertKennedyJr @jack @elonmusk @joerogan @RonDeSantis Just humans, who disagree on some stuff, having an actual conversation. In long form. Like humans. That almost seems to be exactly what the discourse currently needs.

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@pwallmann5

2 years

@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.

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@pwallmann5

3 years

@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.

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@pwallmann5

2 years

@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.

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@pwallmann5

6 months

@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

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@pwallmann5

2 years

@AbrahamParangi @blennon_ GPT 5 will say "I don't know, just Google that shit."

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@pwallmann5

3 years

@LifeAt130BPM @dohmanbob @meckimac @SquawkCNBC @jimcramer @andrewrsorkin @stevenmarkryan @truth_tesla @TeslaPodcast @munster_gene @GerberKawasaki @MelissaLeeCNBC At least we will always have this best intro ever… even if viewers should get this disclosure every time with this bad of track record is on!

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@pwallmann5

2 years

@marketsnick @realGeorgeHotz *one of his companies

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@pwallmann5

3 years

@garyblack00 And walk until it arrives in 2023!

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@pwallmann5

3 years

@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.

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@pwallmann5

1 year

@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.

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@pwallmann5

3 years

@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?

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@pwallmann5

2 years

@TeslaBull10T @garyblack00 @TSLAFanMtl @jasondebolt Great Tweet here:

Talking Tesla

@talkingtesla

2 years

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

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@pwallmann5

2 years

@TeslaAndDoge And did (basically) the reverse in the proceeding 5 weeks

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