Pierre Ferragu(@p_ferragu) 's Twitter Profileg
Pierre Ferragu

@p_ferragu

Commenting on technology - no investment recommendations.

ID:981179219207213057

linkhttps://www.newstreetresearch.com/technology-infrastructure/ calendar_today03-04-2018 14:38:50

2,4K Tweets

93,6K Followers

61 Following

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I just woke up from a nightmare. I was having AI write research for me and my clients were having AI reading my research for them.

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Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

I think I found the most stupid tweet ever. Can someone explain Will what survivor bias is? For one protest remembered as rightful (or so) 99 were stupid and are long forgotten.

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Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

You may call me paranoid, but I suspect someone has been plotting something for my 50th birthday. I don’t have that many kids…

You may call me paranoid, but I suspect someone has been plotting something for my 50th birthday. I don’t have that many kids…
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$TSLA has met horrible demand in recent months. But keep in mind demand in auto is intrinsically extremely volatile.

Don’t forget: 1) Demand is not structurally gone; it is likely to snap back at some point. 2) It will still structurally increase with lower prices.

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There is only one element on this graph that I think will look (slightly) different. In your opinion which one is it?

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Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

That is a very interesting tweet. Lots of things that may change a lot the way I think about how Elon & $TSLA are approaching Robotaxi tech…

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Pierre Ferragu(@p_ferragu) 's Twitter Profile Photo

Meta about to release a 400b LLM open-source, free-to-all. It is not going to help with my sleepless nights after discussing the future of pricing power for foundational models over dinner. Gonna be wild!

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Très belle chronique, qui capture parfaitement ce qui fait de Bernadette de Lourdes un spectacle unique et exceptionnel.

Bernadette n'est pas chargée de nous le faire croire, mais de nous le dire... C'est finalement un cheminement d'acte de Foi, qu'elle proposait avec aplomb,…

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Today is the feast day for my preferred teenager Saint, Bernadette de Lourdes. I am thrilled to bring her beautiful story on stage. Like the reel below after you have watched it!

youtu.be/XufUStNoI5o

10,000 likes on the video => I share on Twitter my latest research on $TSLA

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Just took delivery of Model 3 Highland. Largely overlooked development for $TSLA IMO. The quality of the car is amazing. On par with the Model Y manufactured in Berlin. Unequivocal luxury sedan, way above the first Model 3. Tesla learns fast…

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You will be missed, Drew, but I have no doubt the bench behind you is there and will rock! I have some names in mind!
$TSLA ’s fate: attracting such talents, making them so successful, having to deal with early retirement. Not a bad thing as long as the talent pump works.

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