Grok will truly rock when it can grok that!

$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.

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

I like to see Optimus standing at the top of this ecosystem chart...

Absolutely.

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…

Insane.

Do you think Betsy built a short position before publishing this? 😂

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!

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,…

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

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…

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.

Melissa makes good point, doesn’t she?

In one night: ~$70m spent on an attack, $550m spent on defense. One seven years old injured.

The more I try to imagine the future of warfare the less I make progress. Anyone knows any quality thinking developed and published on the topic?