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MeSaber
Sweden1235 Posts
On November 29 2022 03:22 KwarK wrote: I don’t think you’re following the conversation. I would like to hear how one assesses confidence in Musks leadership in Twitter+Tesla+TBC+SpaceX+Starlink+Neuralink and i would like to know how that reflects to Twitter alone and not aggregate over all companies. I dont see how one can say hes a bad leader in Twitter but great in others. Musk has one way of executing and thats gotten him this far. | ||
KwarK
United States42568 Posts
On November 29 2022 04:15 MeSaber wrote: I would like to hear how one assesses confidence in Musks leadership in Twitter+Tesla+TBC+SpaceX+Starlink+Neuralink and i would like to know how that reflects to Twitter alone and not aggregate over all companies. I dont see how one can say hes a bad leader in Twitter but great in others. Musk has one way of executing and thats gotten him this far. I’m not saying it here, the market is. Before Musk owned Twitter the banks put together a bond package, shopped it around, and priced it at par based on Twitter’s cash flows and security. After Musk started making changes the confidence in that bond package fell dramatically to the point that the previously interested market that was expected to buy it at par was no longer interested except at steep discounts. The banks aren’t being cautious here, if anything they were extremely reckless in trusting Musk to perform this buyout in a routine manner. And any bias against Musk was already baked in when the banks put the package together. They expected to be able to sell it, Musk included, at par when they built it. That’s why you’re not following the conversation. You can’t identify who the relevant parties are (the public that is declining to buy Twitter’s debt) and the relevant period (the time since the debt package was put together). There has been a dramatic drop in the market confidence in Twitter to produce cash flows and make bond payments between the time when Musk was known to be the new owner and the current day. | ||
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Manit0u
Poland17247 Posts
Removal from the App Store would probably be a big blow to Twitter. | ||
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{CC}StealthBlue
United States41117 Posts
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pmh
1352 Posts
But it wont stay "low" forever. Maybe end next week or even tomorrow could be a low for the vix. The other thing i like is long euro vs the dollar. Maybe 1.20 or higher next year. | ||
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Manit0u
Poland17247 Posts
On December 02 2022 08:37 {CC}StealthBlue wrote: Everything is perfectly fine... https://twitter.com/GRDecter/status/1598416558102978560 https://twitter.com/GRDecter/status/1598416561723039744 https://twitter.com/GRDecter/status/1598416565564735488 https://twitter.com/GRDecter/status/1598416569746399232 https://twitter.com/GRDecter/status/1598416573530009600 https://twitter.com/GRDecter/status/1598416576688037918 This was quite predictable with all the real estate bubbles bursting, starting with China. | ||
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BlackJack
United States10464 Posts
On November 23 2022 20:01 Manit0u wrote: I wonder though why Musk is getting preferential treatment. Theranos and Nikola projects also made empty promises and have been deemed fraud and ground to dust. Musk does this on a much larger scale with many more projects yet remains untouched. Lying to your customers is punishable by law after all. What happened to the solar roof tiles that people even pre-purchased and never received? What's the status of Tesla Semi that's been promised to be released "next year" for the past 5 years? Robotaxis that were supposed to revolutionize this field in 2019? Musk keeps promising a lot of things yet delivers nothing. It seems all he's producing are just Tesla models that don't even seem that much different from each other (kinda like new iPhone every year with it's "S" variant or whatever). And even that doesn't seem to go that well for him since Tesla has lost $500 billion in market cap this year (down 58% ytd). Considering that Tesla as the leader in this field only has about 2% market share in automobile it doesn't seem like something really worth investing much into. Might be good for some R&D and pushing the existing designs forward but not something you should go all in on. Right now it's fine for Tesla but as more manufacturers begin to put out competing products this might be a very rough ride considering how small of a market space this is. Not a big problem for others whose majority of revenue will still come from standard cars but for a company that deals only with EV this might quickly become suffocating. Tesla semis delivery started today. I wonder, do you just check that off the list and move on to the next thing? Where is the cybertruck Mr. Musk, you promised that years ago! Then when cybertruck deliveries start check that off the list, and ask where are the robotaxis Mr. Musk, you goddamn fraud! It's a fullproof plan because there will always be the Mars colony that he hasn't delivered on. | ||
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Manit0u
Poland17247 Posts
On December 02 2022 17:13 BlackJack wrote: Tesla semis delivery started today. I wonder, do you just check that off the list and move on to the next thing? Where is the cybertruck Mr. Musk, you promised that years ago! Then when cybertruck deliveries start check that off the list, and ask where are the robotaxis Mr. Musk, you goddamn fraud! It's a fullproof plan because there will always be the Mars colony that he hasn't delivered on. Semi delivery started only 3 years later than promised? That's a big improvement for Musk  I wonder when the reviews will start rolling in. In big cargo hauling 0-60 speed is irrelevant, what's relevant is distance and transport capacity at which I expect TS to fail horribly (considering many tons have to be wasted on batteries alone). | ||
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BlackJack
United States10464 Posts
On December 02 2022 18:29 Manit0u wrote: Semi delivery started only 3 years later than promised? That's a big improvement for Musk I wonder when the reviews will start rolling in. In big cargo hauling 0-60 speed is irrelevant, what's relevant is distance and transport capacity at which I expect TS to fail horribly (considering many tons have to be wasted on batteries alone). There's also many tons "wasted" on ICE vehicles engine, transmission, fuel. Battery capacity is only going to get better with time. | ||
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Manit0u
Poland17247 Posts
On December 02 2022 18:50 BlackJack wrote: There's also many tons "wasted" on ICE vehicles engine, transmission, fuel. Battery capacity is only going to get better with time. Unfortunately we're kinda at the limit in terms of materials to be able to produce batteries with better capacity. Similarly to how we've pretty much hit a wall with processor speeds. True, Tesla did reveal their new battery with 50% larger capacity, what they forgot to add is that this battery is also 50% larger in size... Truck engine weighs up to 2.5 tons and it can take on about 1 - 1.5 tons of fuel. That's 4 tons tops vs 12 tons of Tesla Semi batteries. Which means in best case scenario Tesla Semi is at the start losing 8 tons of possible cargo. You also need to remember that there are regulations to how much a truck can weight (including its cargo) and TS cuts into it heavily. | ||
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BlackJack
United States10464 Posts
On December 02 2022 19:52 Manit0u wrote: Unfortunately we're kinda at the limit in terms of materials to be able to produce batteries with better capacity. Similarly to how we've pretty much hit a wall with processor speeds. True, Tesla did reveal their new battery with 50% larger capacity, what they forgot to add is that this battery is also 50% larger in size... Truck engine weighs up to 2.5 tons and it can take on about 1 - 1.5 tons of fuel. That's 4 tons tops vs 12 tons of Tesla Semi batteries. Which means in best case scenario Tesla Semi is at the start losing 8 tons of possible cargo. You also need to remember that there are regulations to how much a truck can weight (including its cargo) and TS cuts into it heavily. I don't think Tesla has revealed the weight of their semi batterypack or semi unloaded, but there's certainly a lot of people writing articles and providing educated guesses. Almost every guess I read though seemed to suggest that the weight disadvantage would be less than 8 tons while you actually call this the "best case scenario" for Tesla. Did you mean to write "worse case scenario" or can you offer a convincing source for your number? | ||
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justanothertownie
16318 Posts
On December 02 2022 19:52 Manit0u wrote: Unfortunately we're kinda at the limit in terms of materials to be able to produce batteries with better capacity. Compared to teslas current batteries? No, we aren't. At all. | ||
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Slaughter
United States20254 Posts
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pmh
1352 Posts
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GoTuNk!
Chile4591 Posts
On December 02 2022 22:13 Slaughter wrote: I saw some concerns about those new Semi's being a fair bit worse on the roads because they are heavier but that they should perform well for shorter routes. So like all EV's, there is a type of usage that makes them more convenient in certain circumstances. Go figure. | ||
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iPlaY.NettleS
Australia4329 Posts
BLS estimated over a million new jobs in the March-June quarter, Philadelphia fed now suggesting only 10,500. The Philadelphia Fed’s new assessment shows that employment numbers in 29 states and the District of Columbia were significantly lower than the Bureau of Labor Statistics reported for the March-through-June period. The BLS, a division of the Department of Labor, estimated net job growth of 1,047,000 jobs in the second quarter. The Philadelphia Fed now says its data shows that 10,500 net jobs were created in that period. | ||
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{CC}StealthBlue
United States41117 Posts
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Sadist
United States7219 Posts
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Manit0u
Poland17247 Posts
On December 02 2022 22:13 Slaughter wrote: I saw some concerns about those new Semi's being a fair bit worse on the roads because they are heavier but that they should perform well for shorter routes. I think the bigger concerns now are in different aspects. Elon promised a $0.07 on electricity and it's at $0.50, making recharging semis over twice as expensive as diesel fuel for trucks. And the megachargers that could top them up quickly are nowhere in sight. Some companies that received semis say that Tesla provides engineering support and specs to build your own megachargers, but that's a sizeable investment (half a million dollars in solar panels alone if you want to go this route, not even counting how much land you'd need for that). On December 19 2022 10:51 Sadist wrote: Cars are a depriciating asset so i dont think its comparable to 2008. The depreciating part is priced in. An interesting take on why the automotive market is so bad right now. And the comments under this video add a lot of additional info and are surprisingly good for a YouTube video. Edit: Also, not all cars are depreciating assets. https://www.classictrends.eu/de/toyota/supra-4.php Toyota Supra Mk4 gained +250% value in the last 5 years alone in Germany (+300% over the past 3 years in the UK). | ||
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Taelshin
Canada418 Posts
Musk buy's twitter = evil , Musk evil. I didn't like anything he's done ever, he's a capitalist monster maybe even fascist. Sound's about right, The things we care about and The things we think we care about. | ||
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