Ed Ludlow
@EdLudlow
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Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal!
San Francisco, CA
Joined June 2011
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Last Seen Profiles
Breaking: Elon Musk has terminated his agreement to purchase Twitter $TWTR
987
3K
22K
Breaking
@TheTerminal
- $TWTR claims in a court filing that
@elonmusk
is presently under investigation by federal authorities for his conduct in connection with the acquisition of Twitter
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1K
5K
BREAKING on
@TheTerminal
...
@elonmusk
#ElonMusk
passes Warren Buffett on the Bloomberg Billionaires index -- Elon is now now the world’s seventh-richest person
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895
Breaking: the team revealed:
Elon Musk
@elonmusk
Igor Babuschkin
Manuel Kroiss
Yuhuai (Tony) Wu
Christian Szegedy
Jimmy Ba
Toby Pohlen
Ross Nordeen
Kyle Kosic
Greg Yang
Guodong Zhang
Zihang Dai
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Note that the letter to Delaware Judge McCormick is dated Oct. 6; In it $TWTR is essentially asking the judge for access to correspondence/documents shared between Musk's team and government authorities. Twitter argues correspondence linked to "key issues in this litigation"
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Tesla $TSLA reached a market cap of $80 billion in Jan 2020. In 2019 it has delivered 367,500 vehicles. In 2020 it delivered almost 500,000
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Some other (longer term) things I’ve learned about Robotaxi, in particular.
There’s a small number of highly promising and viable Robotaxi-specific FSD neural nets in development.
Dojo-based data center in New York is getting close. Nvidia-based data center in Austin is proving…
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NEWS: Tesla cut its 40 person US growth content team last night, including Alex Ingram who started building the team out ~4 months ago. This was part of Musk's early move on traditional advertising and placing $TSLA content on other platforms/here on X. Story
@TheTerminal
, coming…
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Some sad, breaking news: Berkshire Hathaway says Charlie Munger has died peacefully this morning at a California hospital.
From statement:
Berkshire Hathaway a few minutes ago was advised by members of Charlie Munger’s family that he peacefully died this morning at a California…
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UPDATE: Hearing from sources that inside Twitter, Staff believe the individuals who walked out and identified as Twitter employees are enacting a hoax. And in fact, were not laid off.
@Twitter
@TwitterSF
have not responded to requests for comment or returned calls.
@elonmusk
?
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BREAKING: Drew Baglino has left Tesla, am told. One source said he resigned (as opposed to being a part of the layoffs). Long-serving exec and was responsible for power train and energy engineering.
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$TSLA is on track for its worst week since March 2020.
Thoughts?
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Tomorrow: I will sit down with Palantir $PLTR CEO Alex Karp for
@technology
Please let me know what questions you have for him on AI, commercial growth, conflicts around the world..?
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I leased a Model Y. Very interesting experience. Going to write about that and my first month of EV ‘ownership’ (cus its a lease) in the next few weeks.
My wife and I looked at so many different EVs, factoring in cost, size, range, perks, timing, availability, terms.
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$TSLA price target raised to $725 from $660 at UBS (neutral rating)
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Elon Musk was pretty clear with Wall Street last night: if you don’t believe in the autonomous driving goals, don’t invest in Tesla
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$TWTR 8K just hit.
Reverse termination fee of $1B for both Twitter and Musk (bother parties)
Twitter to become subsidiary of wholly owned parent co X holdings Inc 1
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Going to be really interesting to see how the chip industry digests this idea of $TSLA licensing its AI/chip technology for use by other automakers. Infineon, NVDA (gpu and automotive), Renesas are the top suppliers - NVDA on GPUs and AI functionality. Thoughts?
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Trevor Milton has voluntarily stepped down as $NKLA executive chairman.
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FSD Supervised from Novato > Napa (~ 30 miles). Handled 37 > 121 well! Only disengagement was a protected/lighted left hand turn where it was fine but we hit a pothole and that appeared to cause disengagement. My wife did make a good observation that amid steady traffic (50mph)…
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BREAKING: Rivian is looking to go public as soon as September at a valuation of ~$50 billion (and perhaps more) according to sources.
Story with
@Katie_Roof
@kielporter
.
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Me: how is $PLTR AI work in Ukraine working?
Alex Karp: “Ask the Russians”
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Lucid has delayed start of production from "the spring" until the second half of 2021 but wont commit to a date for start of production. $CCIV
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Lucid Motors Is Said to Near Deal to Go Public via Klein’s SPAC
Story from
@crystalttc
@DNair5
and myself.
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Welsh Cakes done. Glamorgan Sausage ready. Rarebit running behind. So are the daffodils. But... Going full Welsh in San Francisco. Dere mlaen Cymru 🏴
@WelshRugbyUnion
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Here's some new details about Tesla $TSLA Supercharger team, other Automaker responses and a shoutout, essentially, to Rebecca Tinucci who I am told was greatly admired by Tesla staff and was key to the deals Tesla did with Ford, Rivian and GM etc. As always, read the story in…
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Breaking/scoop: $NKLA Nikola Founder Exaggerated the Capability of His Debut Truck
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Top story this Monday:
Elon Musk’s quick visit to China paid immediate dividends, with Tesla receiving in-principle approval from government officials to deploy its driver-assistance system in the world’s biggest auto market.
@elonmusk
$TSLA
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LATEST $TWTR
@elonmusk
per filing:
* Musk team asked for stay/halt to lawsuit
* Musk team says Twitter "will not take yes for an answer."
* Musk says Twitter is resisting halting suit due to concerns on “theoretical possibility of a future failure to obtain the debt financing.”
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Breaking
@TheTerminal
: $DIS/Disney say Bob Iger is returning as CEO, replacing Bob Chapek!
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Lucid Is Recalling About 200 High-End EV Sedans Due to a Safety Defect $LCID
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NEWS: Tesla Amps Up Rivian $RIVN Poaching Fight, Cites Battery Secrets Theft
“Now apparently under pressure from investors after nearly a dozen years without producing a single commercial vehicle, Rivian has intensified its unlawful efforts,” $TSLA said
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I love the idea of it being a standard retail transaction and not a fleet deal. As if a Hertz exec sat in a dark room on a single computer one night and ordered 100,000 model 3s one by one. Whatever you call it, surely its still in practice a fleet deal? $HTZZ $TSLA
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Twitter, my car lease is up. The moment hath cometh. Is it realistic, possible for me to go EV? Early indications are no. Do I bridge the gap with plug in hybrid? Seems tricky. Do I go cheap gas guzzler and wait until EV cost of ownership comes down?
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BREAKING: The first CRISPR gene-editing treatment has been approved by the FDA for use in US for sickle cell disease
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This is a genuine question. Would appreciate genuine answers. If you're a $TSLA investor or watcher and you want as many people as possible to understand and believe in the company's AI progress -- was the humanoid robot at the event a good idea? If yes/no, why?
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BREAKING! Tesla's IR Chief Martin Viecha just resigned (or announced his resignation) at the end of the 1Q earnings call.
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Some news! I am excited to be back in the studio full time with
@bloombergTV
as an on-air reporter. I'll be covering markets, technology stocks and all things EVs/future of transport (and more!). 1/
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Do we treat
@binance
contribution of $500m as a big clue as to what
@elonmusk
plans to do with $TWTR platform?
Here's the table of the new backers
@DivesTech
says this could also remove overhang from $TSLA shares (leverage vs. Musk shares less onerous).
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Live on tv, with a video feed that's 20-30 seconds behind real time/live and
@SpaceX
/
@inspiration4x
launched behind you. One of my top top
@BloombergTV
@Quicktake
moments. (Here I'd just thrown to the countdown clock at the 20s mark)
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Cybertruck production analysis via
@teardowntitan
on
@BloombergTV
:
"What I saw was running at 60 jobs per hour, that's kind of normal." [60 jobs per hour indicates a 60s cycle to build a cybertruck]. The Model 3/Y are 43s per vehicle off the line, per Munro.
"If they can keep…
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@elonmusk
Offer stands if you want to discuss all this ( $TWTR bid etc) live on
@BloombergTV
today or in the near future.
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Breaking: Rivian $RIVN boosts IPO price to $72-74 from $57 to $62
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More to come on
@business
and
@BloombergTV
but
@NASA
Director of commercial space flight division Phil McAlister told me in an interview that
#Inspiration4
@SpaceX
@inspiration4x
marks a “renaissance” for humans in space and the data shared by SpaceX after will be invaluable
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Breaking
@TheTerminal
@elonmusk
's lawyer Alex Spiro says $TWTR offered to take 'billions' off the transaction price.
Musk refused the offer based on the conditions Twitter requested. Spiro said Twitter's conditions were 'self-serving'
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BREAKING: $TSLA Dojo Chief Ganesh Venkataramanan has left the company. Peter Bannon has been promoted to lead Dojo project. Reminder Ganesh set up the AI hardware and silicon group >7 years ago after joining Tesla from AMD.
Story
@TheTerminal
with
@markgurman
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The $TSLA plaid Model S announcements (range of 520 miles, sticker price of $134,000) seems a little bit of an indirect (direct) dig
@LucidMotors
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Dumb crash test question. What would happen if you drove two Cybertrucks at equal speed in to one another head on?
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$TSLA plans to make a $25,000 EV (we don’t yet have a $35,000 EV)
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NEWS: Bloomberg
@technology
has a new time starting next week. 8am on the West Coast, 11am in New York, 4pm in London on
@BloombergTV
.
Really excited to seize even more momentum in the mornings and bring you all of the top stories across global tech, breaking news and big…
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$NKLA shares down around 6.7% in after hours - company reported a net loss of $86.6 million for Q2 2020 (and $119.8 million YTD) BUT had revenue of $36,000!
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Welcome
@paayalzaveri
to team
@technology
!!!
Paayal joins us as a producer in San Francisco to lead the charge on interviews and more. So excited to grow the team and have a techy next to me in the studio!
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Musk speaking at Sun Valley said to call Mars "civilization life insurance" and discussed SpaceX progress to get mankind there. No reaction yet on $TWTR deal/merger termination
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BREAKING: Microsoft to take non-voting, observer position on OpenAI’s board.
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So. $FSR
@FiskerInc
disclosed $22,000 of revenue in its latest earnings report. ALL of that is from merchandise. Caps and t-shirts.
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Breaking/scoop
@TheTerminal
:
@Rivian
has received regulatory approvals/certifications from NHTSA, EPA and CARB and its debut EVs are ready for sale in all 50 U.S. states.
#Rivian
@Quicktake
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Breaking: Trevor Milton has pleaded NOT guilty to fraud charges. He will be issued bail secured against his two properties in Utah. He would be barred from contacting investors. $NKLA
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Update: Tesla layoffs/cuts are around 20% in some divisions/teams, beyond the "more than 10%" Elon outlined in the memo last night. Leaders of different orgs were given aggressive cost cut goals but also license to take appropriate actions to meet them
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Anecdotal but passed at least 7 big rigs carrying $TSLA model 3s south on the 5 in the last 3 hours. Assuming from Fremont > LA. Do market research firms or street analysts track stuff like that?
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@ianbremmer
But *when* did he tell you this? Can you give a time stamp, even if approximate?
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Of the ~200 $TSLA Tesla Autopilot staff laid off today, the majority were hourly workers. Very few salaried. Last week
@elonmusk
told Bloomberg cuts would be to salaried while hourly hiring goes up. Data annotation specialists have similar hourly deals to assembly line workers
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BREAKING: OpenAI is planning a new funding round (primary) in the New Year at a valuation above $100 billion. It would immediately follow the tender that’s due to close early Jan valuing startup at $86B. OpenAI also talking with G42 to invest in the AI chip Project Tigris.…
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Breaking: Henry Kissinger has died at the age of 100 (Source: Kissinger Associates)
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$TSLA on the global chip shortage. In short: NEW SUPPLIERS.
"In Q1, we were able to navigate through global chip supply shortage issues in part by pivoting extremely quickly to new microcontrollers, while simultaneously developing firmware for new chips made by new suppliers.
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Is 2022 a long time to wait for an $80,000 EV? Makes the Model S seem like good value (given it’s available, now)
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BREAKING: $TSLA CFO Zach Kirkhorn has stepped down. To be replaced by current Chief Accounting Officer Vaibhav Taneja. Kirkhorn to stay on until year end to handle transition
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FSD Supervised: Full commute (~25 miles), 3 disengagements but 90% of the drive was under FSD and all smooth.
FSD/MY made it all the way to GG Bridge on the SF side with no issues at all, but disengaged in picking a lane for the toll booth. Initially, it picked a course and…
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If I could ask
@elonmusk
one question it would be if the original 'Mission of Tesla' remains: "to accelerate the advent of sustainable transport by bringing compelling mass market electric cars to market as soon as possible."
Given AI comments last night, does Tesla now have a…
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