stpp
@Loading23333
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特斯拉最近已经跌了大约20%，但这可能只是开始。特斯拉的估值很多时候不是商业模型，而是信仰模型。很多人无条件相信马斯克说的一切，从当年2030年年产2000万辆汽车，到现在无人驾驶出租车会统治美国出行市场。但现实和叙事之间的差距正在越来越大，华尔街现在普遍预计2030年特斯拉交付量大概只有280万
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$TSLA Elon's lawyers say you're not a reasonable investor if you believe his statements:
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Bryant Walker Smith, a law professor at University of South Carolina , told Reuters that Tesla is implying that “they are ready and regulators are not,” but the reality is that “regulators are ready, and they are not.” $tsla $tslaq
pcmag.com
Despite Musk's optimistic claims, data shows Tesla has completed zero of the 50,000 hours reportedly needed for its driverless robotaxi roll-out on California roads.
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😂 😂 This reminds of Austin powers. So stupid funny.
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SAM ALTMAN IS PULLING OFF THE BIGGEST THEFT IN TECH HISTORY And his $100B Nvidia deal just collapsed because Jensen Huang caught on to his schemes. IT'S OVER FOR OPENAI But he's STILL trying to raise another $100B+ from Amazon, SoftBank, and sovereign wealth funds. The
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都说美股高估，今天就聊一下美股到底有多么高估，和历史上的几次大崩盘相比如何。 首先是巴菲特指标，即故事市值与gdp的比值。在巴菲特看来，巴菲特指标在0.8-0.9之间是安全的。股票市值略低于gdp总量，是合理的买去点。2000年高点是1.8，2008年是1.1，2021年是2.1，现在是2.3。
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小扎一觉醒来发现自己 1B 收购的 Manus，两星期就被别人做出来了。让我们恭喜 Manus 高位离场
Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code.
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内存暴涨的原因 内存价格之所以涨了四倍，是因为有人用根本不存在的钱，买下了大量尚未生产出来的内存，准备装进同样尚未生产出来的 GPU 里，再放进尚未建成的数据中心，依赖可能永远不会出现的基础设施供电，以满足实际并不存在的需求，从而获得数学上不可能实现的利润。
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NEWS: Elon Musk says FSD Unsupervised will be available on personally owned Teslas in several U.S. cities by the end of 2025.
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Tesla struggled A LOT with FSD Initial self driving was through mobileye and that ended in 2016. It took quite a long time for cars to be on parity with Mobileye performance Late 2016 Elon said HW2 would be FSD complete by the end of 2017. The cars had all the cameras and
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@Loading23333 @elonmusk @LeagueOfLegends Yes, DeepMind's AlphaStar defeated pro StarCraft II player Grzegorz "MaNa" Komincz 5-0 in December 2018, though with advantages like API access. Announced in 2019.
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血条最厚的谷歌也开始借钱了, 真的是彻底疯狂.
Alphabet’s $ Dollar Bond Sale Attracts Massive $90 Billion Investor Demand.
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lmao
Its fascinating to me that only when a new version of FSD drops is it OK to talk about how murderous the previous version was. It happens every time. Without fail.
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This is a ballsy move, unless it's a hedge. With a $1 trillion pay package and a bailout of xAI by Tesla up for a Nov-6th shareholder vote, Q3 results tomorrow should be the most fraudulent ever. It's Musk's Hail Mary. $TSLA
$3M in $440 Puts on $TSLA expiring this Friday were just bought 🐻 Tesla reports earnings tomorrow
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