Lol, why would you use $TSLA FSD in sub-optimal conditions…?! #FacePalm

What a shit show this was. This is the 3rd of the three times Tesla Full Self-Driving 12.3.3 completely gave up today in the rain and fog. Plus the other weird stuff as described in the video. Thank you Jeff 💙✌️ for joining me.

Lol, of course the battery OEM (CATL) that supplies the cells for the $TSLA Megapack is no competitive threat by introducing their own “megapack”. Why would anyone think that….? #FacePalm

Weekend Sports Poll: Your Favorite “30 For 30 Episodes? (I’ll start) 1. Best of Enemies (Celtics vs Lakers) 2. June 17, 1994 (OJ!) 3. Pony Express (SMU Scandal, Texas 80’s Boom) 4. Small Potatoes: Who Killed the USFL? (Trump) 5. Requiem for the Big East ESPN

#Idiocracy

Other automakers will have FSD by 2030-35. It will be a standard feature in all mid-priced and above vehicles. $TSLA

So today, $TSLA cut the price of FSD 50%, a sell-side analyst went to negative delivery growth in 2024, and CATL announced competition for the Megapack.

Again, I have been reliably informed that $TSLA has no competition in energy storage.

Wisconsin: Beer, Bratwurst and Crazy Murderers tmj4.com/news/milwaukee…

Aaron Rodgers Scrambles Around JFK Jr.-Hillary Clinton Conspiracy Theory | That time of year again… huffpost.com/entry/aaron-ro…

You all do realize that $TSLA FSD at $99/month won’t cover the related manufacturers liability that Tesla will ultimately have to assume, right?

So now, both Ives and Jonas are saying robotaxis are five years away, coupled with Kimbal saying something similar earlier this year. Getting some mixed messages out of $TSLA now…

Umm, what bank allowed this to happen without alerting the account owner…?!

Your weekly reminder that $EQIX has still not directly addressed credible allegations of criminal accounting fraud (capitalizing operating expenses).

Every. Single. Day.

At 40x run-rate gross profits, $TSLA is already discounting these highly uncertain future profit streams, and is arguably still the most expensive mega-cap company, trading globally.

Well-deserved, Bethany McLean!

NFL announces that due to security concerns, they are moving Green Bay Packers Week One game to a safer city than Philadelphia. Quoth the Raven

Couldn’t help but notice this discount rate language from $RUN, in connection with their ABS announcement this morning. Will they be increasing their discount rate assumption in their ridiculous NPV model in the 1Q, from 6.0% to 7.5%…?!