Just met with & to discuss ensuring that this platform is fair to both parties
Farzad Mesbahi’s Tweets
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My car ownership history (in order):
1994 Jeep Cherokee
2004 Pontiac Grand Am
1987 Mercedes Benz 260E
2002 Saab 9 3
2006 Mazda 6
2016 Tesla Model S 75D
2021 Tesla Model Y performance
Next up: Tesla Cybertruck
How about you?
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Buy a Saab and you’ll be sobbing all the way to the mechanic
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Also huge shout out to who is helping Elon clean up this mess because he believes in the fight for free speech as much as Elon does. And massive thanks to the engineers who iopened up their computers, showed me literally everything I asked for, and were total pros.
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Will share more in bit but have to catch a flight.
On a personal note Elon is funny as hell, laughs a ton and it’s just really obvious he cares about Twitter because he cares about free speech and the bigger problems facing the world. He doesn’t need this headache, he chose it.
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Elon was bringing people in and out constantly and seems to be aware of pretty much every issue. He thinks maybe the entire code has to be torn down and start from scratch. At the end last night he said that the whole situation is “a flaming dumpster rolling down the street.”
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“A Fractal Rube Goldberg Machine.”
That’s what called Twitter. As they fix the code more problems arise. A delicate balance he likened to a Jenga tower. One wrong move the whole thing collapses. They’re working nonstop, and both times I met him were after midnight.
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Spent last two days at Twitter in SF talking to engineers, product managers and yes, . Learned a ton about what’s going on. Before I share, want to note that after couple hour meeting I asked Elon what I could share and he said, “anything that’s true.”
🧵time…
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My $TSLA Q4 Actuals vs Estimates.
Total Revenue ACTUAL +1.6%
Total Gross Profit -4.0%
Net Income -6.3%
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It was a pleasure to meet Rob , K10 and everyone (unfortunately that's the only pict I took).
Everyone was so nice and approachable. Thanks for making me feel part of the community!
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Good article by Reuters.
"What is happening now is different. As combustion vehicles give way to electric vehicles with high-powered computer chips for brains, many of the advantages of incumbency that Toyota enjoyed are withering away."
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NEWS: After reports emerged last month that Tesla was about to announce a new Gigafactory in Mexico, a government official has revealed that no deal has been reached, and that a decision on a potential investment might not even be made in 2023.
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I'm 99% confident Tesla will be the largest automaker by volume, revenue, and profit by 2028 $TSLA
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Did Toyota finally wake up? $TSLA
Quote Tweet
WOW ... Toyota CEO and President Akio Toyoda to step down cnb.cx/3DgvWts
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Tesla is a giant deflationary force for transportation and energy. $TSLA
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Don't ever forget that the Tesla narrative for almost a decade was how they would never be profitable
Whatever negativity you hear about $TSLA now will also be laughed at years from now
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$TSLA has a P/E of 34 based on Q4 actuals.
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Pretty weird coincidence, but Tesla generated exactly $10,000M in revenue from non-auto business. $TSLA
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Car leasing is dead right now.
1) Higher prices and interest rates are pricing out shoppers
2) Lease offers are much less compelling, partly due to inventory shortages
3) People that typically lease cars are buying out their leases (because of the 2 reasons above)
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Tesla's FSD HW3 will be capable to be added to Robotaxi fleet $TSLA
When you make a selection it cannot be changed
Yes
No
Not sure/See results
1,350 votes16 hours left
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Tesla's price action over the last few weeks is proof that markets are ridiculously irrational.
Up 10% today for what? Completely unjustified by anything in yesterday's earnings call.
Nothing in my thesis has changed in the past year. Focus on the fundamentals.
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When you make a selection it cannot be changed
> +10%
Green
Red
Not sure/See results
818 votes15 hours left
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Quote Tweet
My favorite chart of the Tesla Shareholder Deck
Cost reduction and Operating leverage ftw
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Tesla has higher operating margin than any other legacy automaker’s gross margin. Do you get how insane that is? 👋
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Ok NOW I’m going to bed I promise 😘
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Boy the vaccine is quite the hot topic huh 😱
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Here’s what the charger for electric semi trucks looks like
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Fast typing is a hack. You’ll take notes way faster. Search way faster. Work way faster.
Your brain is fast AF. Make your fingers as fast as possible so you can string your thoughts together with 0 effort. Literally capture your thoughts as they leave - 0 retention necessary.
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That tweet I just deleted made no sense. Time for sleep. Goodnight!
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