Tweetovi

  1. prije 12 sati

    Clash of the titans is underway:$GOOG seems determined to spend aggressively to increase its share of cloud, one of $AMZN’s most profitable divisions, and is going after ecommerce with in-app advertising on You-Tube. Meanwhile, is scaling POS advertising dramatically.

    Google has finally broken out cloud revenues: after a slow 2018, revenue growth accelerated to 53% y/y to reach ~$10B run rate under the new Cloud CEO Thomas Kurian. AWS decelerated in 2019, but lost only ~1% share to GCP. Azure likely gained the most share among the top 3.
    9 replies 19 proslijeđenih tweetova 161 korisnik označava da mu se sviđa
  2. prije 15 sati

    Google has finally broken out cloud revenues: after a slow 2018, revenue growth accelerated to 53% y/y to reach ~$10B run rate under the new Cloud CEO Thomas Kurian. AWS decelerated in 2019, but lost only ~1% share to GCP. Azure likely gained the most share among the top 3.

    19 proslijeđenih tweetova 82 korisnika označavaju da im se sviđa
  3. prije 18 sati

    “More people watch gaming and Esports than Netflix, HBO, Hulu and ESPN combined.” - and I had a great discussion w/ Roundhill Investments' CEO, Will Hershey, on esports and the new trends happenings in gaming. Check it out:

    1 reply 8 proslijeđenih tweetova 26 korisnika označava da im se sviđa
  4. proslijedio/la je Tweet
    6. stu 2019.

    Somebody will/should write a book on information-warfare, tribalism, purity-tests, and self-annihilation. TSLAQ will serve as a minor case-study.

    A group of Tesla short sellers maintains a shared block list of anyone who tweets positive things about . Today I was added to it for posting a summary of today's terminal news. Creating a bulletproof echo chamber seems like unwise investing strategy🤷‍♂️
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    11 replies 31 proslijeđeni tweet 161 korisnik označava da mu se sviđa
  5. prije 22 sata

    The fatality rate of the seems to have declined from 2.5-3% toward 2%.

    Here's a great resource to track the evolution of the Wuhan coronavirus. Notice the deceleration of newly-identified infections in mainland China.
    21 reply 26 proslijeđenih tweetova 171 korisnik označava da mu se sviđa
  6. prije 22 sata

    Here's a great resource to track the evolution of the Wuhan coronavirus. Notice the deceleration of newly-identified infections in mainland China.

    6 replies 12 proslijeđenih tweetova 39 korisnika označava da im se sviđa
  7. prije 22 sata

    We agree that the potential is phenomenal! Other than your launch event, how can , , and learn more?

    Odgovor korisnicima @TeslaGong @ElonsBrain i sljedećem broju korisnika: 2
    It will ultimately be used to make up for entire lost sections of the brain due to stroke/accident/congenital. Don’t want to get too excited, but the potential is truly transformational for restoring brain & motor functions. There is no other way to do it imo.
    7 replies 45 proslijeđenih tweetova 898 korisnika označava da im se sviđa
  8. 3. velj

    Worldline to buy Ingenico When payments are a commodity, cutting costs + increasing scale is a desperate strategy against differentiated players like Square w/ software offerings and others like Finix that enable companies to bring payments in house

    9 korisnika označava da im se sviđa
  9. 3. velj

    Hey . The $10 billion equity dilution in our forecast incorporates the increased share count that you are questioning. Happy Super Bowl!

    Odgovor korisnicima @wintonARK @ARKInvest i sljedećem broju korisnika: 2
    I don't mind a hardcore smackdown. Just curious what is incorrect.
    12 replies 5 proslijeđenih tweetova 150 korisnika označava da im se sviđa
  10. 2. velj

    Family.

    2:03
    “I don’t drive that fast judge.” Best 2-mins you’ll spend all day. This is the Twitter content I’m here for...💪😍❤️😏❤️💪
    17 replies 54 proslijeđena tweeta 407 korisnika označava da im se sviđa
  11. 1. velj

    Re-threaded this line of thought because I mangled it the first time around. tldr Tesla vertically integrating through ride-share could pull forward the service-revenue opportunity, increase odds of success in RoboTaxi and meaningfully boost the financial model.

    Thinking about Tesla bridging to RoboTaxi via a Tesla-only ride-share network. Makes a ton of sense. Is potentially disastrous for Uber/Lyft. But requires some savvy/tetchy execution including more complete vertical integration through the finance function. (thread?)
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    7 proslijeđenih tweetova 37 korisnika označava da im se sviđa
  12. 1. velj

    In effect Tesla could potential generate RoboTaxi-type economics as a tactical and strategic bridge to get to the actual operational RoboTaxi capability. Service layer economics could begin to feed into the financial model sooner. The future may come faster than we think. 30/

    1 proslijeđeni tweet 19 korisnika označava da im se sviđa
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  13. 1. velj

    But the potential reward--even without a robotaxi future--could be compelling. The economics of a Model 3 sale would move from a one-time $5k operating earnings-type event, to a fleet asset expected to generate $15k *annually* in operating earnings. 29/

    1 reply 5 proslijeđenih tweetova 14 korisnika označava da im se sviđa
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  14. 1. velj

    In any market that they seek to penetrate they would likely target half of current ride-share driver new car sales. The entire initiative would, of course, be execution-intensive and require Tesla to take on new capabilities and core competencies. 28/

    1 reply 2 proslijeđena tweeta 6 korisnika označava da im se sviđa
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  15. 1. velj

    Is any of this practical or possible? As I think about it: yes. Maybe inevitable even. To penetrate Nevada (40k uber/lyft drivers) Tesla would probably need to get 10k vehicles/drivers in-market. SF would require 15k. LA would require 30k. 27/

    1 reply 1 proslijeđeni tweet 5 korisnika označava da im se sviđa
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  16. 1. velj

    That Elon Musk can convince 20,000 to buy a not-a-Flamethrower from the Boring Company certainly implies that he could convince some subset of Uber/Lyft riders to download one additional app in hopes of spurring a more sustainable future. 26/

    1 proslijeđeni tweet 9 korisnika označava da im se sviđa
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  17. 1. velj

    As to how to catalyze the demand side of the marketplace, seems credible that Tesla could in part rely upon its rabid fans. Many who cheer on Tesla don't yet own one, and many who do still rely on Uber or Lyft. 25/

    1 reply 1 proslijeđeni tweet 8 korisnika označava da im se sviđa
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  18. 1. velj

    Tesla also has the ability to concentrate supply as vehicles come off lease and are put back to the company; the Model 3 leases dictate that this occur. This used supply could substantially improve the economics to any prospective drivers. 24/

    1 reply 1 proslijeđeni tweet 7 korisnika označava da im se sviđa
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  19. 1. velj

    The pitch to current Uber drivers: same take-home pay but you're paying off a Tesla instead of a Prius (and the driving is less stressful due to the integrated big-screen and FSD and some customer segmentation towards higher price-point riders). 23/

    1 reply 2 proslijeđena tweeta 8 korisnika označava da im se sviđa
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