VOLK!!!!!

How do I switch my kids' Trump accounts away from state Street? @TeslaBoomerMama

Can you imagine how many GPUs would melt if @elonmusk did this?

I’ve spent a few days thinking about the Tesla Roadster reveal and landed somewhere I haven’t seen much discussion. I’m neither a Tesla fanboy nor a Tesla hater. And I couldn’t care less whether what we saw technically qualifies as a flying car. Three takeaways: (1) The risk of that live demonstration going horribly wrong was real. Almost no CEO would willingly expose their company to that kind of public humiliation for a product with so little financial upside. Elon did. (2) That willingness to attempt the seemingly impossible is what makes Tesla special. It’s also arguably Elon’s greatest contribution to America. He’s helped bring back something we’ve lost. The American spirit of chasing big scary ideas that most people think are impossible. That mindset is spreading across a new generation of founders and its long term impact on America’s future could dwarf anything Tesla ever sells. I think this is deeply underappreciated. (3) Can we just acknowledge how insanely cool that moment was? We’ve reached a strange place culturally where even extraordinary feats of human ingenuity immediately become arguments about why they don’t count. Not everything needs to be a debate. Sometimes we should just be able to stand back together and marvel at what humans are capable of. I’ve been both bullish and critical of Tesla’s ambitions over the years. But watching Elon and his team push the boundaries of what’s possible reminds me why I’m glad we have him. Whether the Roadster ever makes Tesla a dollar or impacts $TSLA stock price is almost beside the point. We need more people willing to risk failure in pursuit of things the rest of us think are impossible. Because when they succeed we all win.

I have not commented on the Shane Gillis monologue becasue I need time to process and heal.

WTF

Novak Djokovic won the CRAZIEST point of the week in Beijing.

Working from NHTSA data: a 5x safer car avoids $6,000 of harm per year, $4,800 of which is uncompensated death and disability for vehicle occupants. FSD is $1,200 per year.

The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment. But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable. Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything? And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on. But what if the old models don’t apply to the current paradigm and the Fed is wrong? I think the Fed might have just made a mistake. Am I right or am I wrong?

If you get upset every time you get on X that says more about you than X. You can just block people that post upsetting things and the algorithm learns.

TOMMY PAUL JUST HIT THIS SHOT AGAINST CARLOS ALCARAZ AT THE US OPEN. Around the net for the second time this tournament. 100 mph. 🤯🤯🤯🤯🤯🤯🤯🤯

Tesla Robotaxi - How Many Vehicles are Needed? If we assume each vehicle produces 150 paid miles per day, then 137 vehicles were needed last week (assuming 100% fleet utilization). By the week of the Q3 earnings call nearly 500 vehicles will be needed (if the 17% weekly growth rate persists). And by the end of the year the fleet would be around 2,000 vehicles. By the way, if this 17% growth continues for another year, Tesla would need about 1 million vehicles in the Robotaxi fleet (not a prediction - just how exponential math works).

You guys are pathetic. They had plenty of USAID and UN money but spent it on “nature-based solutions” and “gender inclusion” workshops rather than sensors and sirens. CNN is Pravda for woke malthusians

Climate change caused Nepal's deadly flooding, say the media. It's nonsense. In truth, climate activists diverted billions in USAID and UN climate funding from low-cost flood death prevention, mostly sensors and sirens, proven to save lives, into woke green ESG nonsense.

Obvious things are obvious

Two really good reasons to buy the Model Y 1. It's fun to drive 2. FSD is the real deal

Raptor relight success! Ready to deploy starlinks to orbit next flight!

Think about this for a moment. The U.S. Navy has operated nuclear-powered aircraft carriers and submarines for over 60 years. There are 11 big deck nuclear-powered carriers and 71 submarines currently in service that, mind you, are largely operated by 18–30-year-old men. Yet, for some reason, the vast majority of “green” energy pundits I encounter online think nuclear fission is too dangerous to power society. My theory is that this is because nuclear guarantees an economically prosperous future. Most climate activists, who are on the left, want economic activities to cease to “save the planet” (or in reality, redistribute wealthy. They know deep down that modern industrial economies like the U.S. and China cannot run on solar and wind power alone. That’s why China isn’t decommissioning coal despite massive solar additions in recent years. Government-mandated solar and wind guarantees that the left achieve the economic policies they want. If they make it difficult for industries to thrive, they drive them out of business.

Just wow. 0-2 to 3-2 in no time. Argentina still in it

Wow. What a win for England