Mike D retweeted
What saddens me the most about SVB failure is that hundreds of startups in the SF Bay Area, the Teslas and OpenAIs of the next decade, will die in in the next couple of weeks.
That is a loss, not just for the US economy, but for the future of humanity.
First Drive w/ FSD BETA 11: this is an #FSDBeta v11 drive and reaction from @AIDRIVR
youtu.be/kHPerKCBthQ
Someone might want to let @jimmah know.
1
217
Mike D retweeted
4K walkthrough of new production beta Tesla Cybertruck $TSLA #Tesla #Cybertruck
youtu.be/BuW8BYKv688
Mike D retweeted
I am in Greg Mood again. Ahead of $TSLA's CMD, we have published this week a FANTASTIC piece of research, looking into the economics of the upcoming Model 2. If this tweet gets 10,000 likes and 1,000 retweet, I will share key findings on Twitter over the week end.
Mike D retweeted
California Engineering HQ announcement with @elonmusk & @GavinNewsom at 11:45am PT
Mike D retweeted
At under $45K after credits, the Tesla Model Y Long Range will dominate SUV market share in the US in 2023.
And I wouldn’t just write off gross margins. Tesla is driving a declining cost curve along with global deflation in commodities prices.
I still expect $5.30 non-GAAP EPS.
Mike D retweeted
Weeks for sure. They have to do a full prop load test (WDR), unstack it to fill in all the tiles on Starship, do a static fire of all 33 engines, restack, launch. We have a checklist you can follow here! - everydayastronaut.com/starsh…
Mike D retweeted
Just launched a Neura Pod exclusive interview with @jamesdouma about #Neuralink 🧠🤖🤙
Full episode: youtu.be/7RXmljnqkfw @elonmusk
How many cybertrucks can fit into a Starship at a time? Betcha a lot of them are sent to Mars/Moon
"Cybertruck will reach far into a post-apocalyptic future and bring that technology to now."
- @elonmusk
29
Mike D retweeted
Between 4Q22 and 4Q23 $TSLA can lower ASP by 8% without a dent on margins. This grows the addressable market by 50% (Auto demand is very elastic) In a recession, demand tanks 10-15%, so Tesla will still be able to grow units 36%, out of an addressable market growing 50%!
