
phil beisel
@pbeisel
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x-Apple / x-Rivian (tech team founder) Disruption happens. ๐๐บ๐ธ Articles https://t.co/wJtooyuCyE
Milliways
Joined January 2008
I love listened to Dan talk about tech and his genuinely bullish attitude. It feels optimistic and draws you in. However this is just wrong. Incentives are fine (which he starts with). But the word "guardrails" is offensive and foolish. Consider the fact that Elon works at.
Tesla Board of Directions. take the following 3 steps in our view .1. New pay package getting Musk to 25% voting control. Clears a path for xAI merger. 2. Guardrails established for amount of time Musk spends at Tesla as part of pay package.3. Oversight on political endeavors ๐ฏ.
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It was Apple, its now Tesla. Tesla leads technology: Robotics, Autonomy, Energy. Integrated hardware/software/AI. Manufacturing. Vertical Integration.
๐จ Fundstrat's Tom Lee: โ"Tesla turns tech into real-world products, and now sits at the center of everything that matters.". Lee says Tesla isnโt just about cars anymore. Itโs leading in AI, robots, and even tech like smartphones. $TSLA could change many industries, not just
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Elon has remained extremely consistent in "the why" he wants to be involved in politics: the debt issue. While I wish Trump was better aligned with Elon on this issue and would show leadership in reducing the debt, he clearly has decided a political path. Truly the most ironic.
Avoiding a Doom Loop for the USA - Tesla Valuation Benefits from Politics. Is Elon's creation of a third political party only a negative for Tesla?. No, actually it creates option value. Option value is always positive and in this case it could be worth hundreds of billions, if
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The media would have you believe that Elon can't chew gum and walk at the same time. While political involvement is not 0% of his brain nor is it 100%. Here we have Elon asserting that his brain is working on a future business for Tesla. If you are selling $TSLA today because.
@RandyWKirk1 Thinking about it.
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Tesla's FSD is using LiDAR. Got your attention. I don't mean it literally, I mean that as an element of calibration on the training side, the utilization of LiDAR is already in the data. On the production side, its factored out (no LiDAR on Robotaxis or any vehicles running.
Sensor confusion abound. Is Tesla considering LiDAR or other sensors? Is Tesla mapping cities like Waymo?. I think no is the answer. I think this is validation. As discussed previously Tesla has employed LiDAR to create a baseline and establish a ground truth (it's in a.
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Tragic situation. Really great of @elonmusk and team to do this, communication is vital. They've done this for the LA Fires and North Carolina flooding too.
๐จ BREAKING: SpaceX will be installing Starlink Minis in ALL Kerr County, TX first responder vehicles TODAY amid catastrophic flooding, Starlink VP @LaurenDreyer confirms to me. THANK YOU @elonmusk!. First responders have been STRUGGLING to contact HQ and other Texas flood rescue
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