Skeptic honed in seeing through IB and management BS. Writing about AI, CPUs, GPUs, Solar, BEVs, Autonomous driving, etc. Tag me on anything related.
enertuition.bsky.social
Joined October 2017
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Completely unsurprising if confirmed. I am not aware of a single analyst other than me called this consistently including in the most recent Hynix issue note.
The unaware/gullible kept believing as Jensen kept saying that Rubin was in "production" for months now.
The problem with the cult members is they never pause to reflect. @R_and_Invest
This dude @r_and_invest is a shining example of a Tesla cult member. After getting fooled for a decade, he thought Tesla FSD was going to happen this year.
Of course, Musk changed the goalposts once again.
But, cult members never learn until they snap out of it.
$TSLA $SPCX
Reupping after SpaceX call. I have not seen so much bullshit in an earnings call ever. Tesla calls come close but this this is a different level.
$SPCX $TSLA
$SPCX $TSLA Musk's FOMO driven AI buildout seems to be serious trouble:
enertuition.substack.com/p/s…
Conmen try to con. This is like how Musk said how blindingly obvious SolarCity acquisition was for Telsa.
Show me a guy who believes GPU values will increase over time and I will show you someone who is too naive to invest in this space.
$SPCX $TSLA
From @elonmusk $SPCX earnings call:
“Our belief is that the value of compute per watt will increase over time, not decrease. And the reason that for that, I think it should be obvious to people really is that as you improve the AI software, as the models get better and better, they're able to you get more useful intelligence per watt. And the value of that compute is proportionate to the useful intelligence per watt. And that's why you see things like even old computers like H100s renting for more than they rented when they were new. And I think that's likely to continue. I think we're going to face a shortage of superintelligence compute”.
$SPCX $TSLA Musk's FOMO driven AI buildout seems to be serious trouble:
enertuition.substack.com/p/s…
Fred is absolutely on the mark here. You really don't know Musk if you don't see that the stunt Roadster is to SpaceX/Tesla merger as Solar Roof was to Tesla/SolarCity merger. $TSLA $SPCX
People are acting like I'm a party pooper here, and that's OK. I've just been around Tesla for a long time. I know what I'm looking at.
Again, the stunts are awesome. Truly cool and hard to pull off, but Tesla owes me and many others Roadsters for a decade. Paid in full.
Now we get a cool demo they are using to justify pushing deliveries back another 2 years. And we have heard that before. So 2 years is just another maybe.
The whole event gave me vibes of Tesla Solar Roof unveiling. That was right before Tesla and SolarCity merged and was used to justify the merger.
This looks like the same thing, but for SpaceX, ahead of a proposed merger that I expect will be announced soon.
And we all know what happened to the Tesla Solar Roof.
Fred is absolutely on the mark here. You really don't know Musk if you don't see that the stunt Roadster is to SpaceX/Tesla merger as Solar Roof was to Tesla/SolarCity merger.
People are acting like I'm a party pooper here, and that's OK. I've just been around Tesla for a long time. I know what I'm looking at.
Again, the stunts are awesome. Truly cool and hard to pull off, but Tesla owes me and many others Roadsters for a decade. Paid in full.
Now we get a cool demo they are using to justify pushing deliveries back another 2 years. And we have heard that before. So 2 years is just another maybe.
The whole event gave me vibes of Tesla Solar Roof unveiling. That was right before Tesla and SolarCity merged and was used to justify the merger.
This looks like the same thing, but for SpaceX, ahead of a proposed merger that I expect will be announced soon.
And we all know what happened to the Tesla Solar Roof.
More from the "Vote Stupid, get stupid" department - although one wishes stupidity was the worst thing with this guy: truthsocial.com/@realDonaldT…
What is likely happening here is that Elon is likely trying to get a lot of concessions and investments from @Intel for the terafab and @LipBuTan1 is likely pushing back.
If so, this is correct. It would be very unwise for Intel to invest much risk money on Musk.
$TSLA $SPCX Gullible should look at the history of Elon ramp claims to get a clue that the man is pushing nonsense as usual.
Optimus is as close to a ZERO as one gets. Other than pumping stock and stealing money from the gullible, it has no value.
