Adam Taub
@taubamush
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Following
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I traffic in evidence and opinion. Ad hominems earn an instant block.
Bay Area
Joined February 2010
I agree with 80% of what almost everyone says. If you find yourself disagreeing with someone almost all the time, you may not be thinking critically about ideas but just judging people.
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$SOUN. This same expert š is back w/ a transcript today. 1) Update on Ameliaās poor performance, customer complaints, poor customer retention, outdated tech, high employee turnover & steep price competition (33% lower YoY). 2) Amelia has been ~75% of $SOUN revenue. hat tip CB.
If youāre an investor in $SOUN you should track down this interview to better understand your investment.
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RT @ResearchPulse1: $NVO warming up to sue $HIMS for more than $1Bā¦. Court filings show Novo is demanding both the defendantsā revenues fā¦.
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Not realistic. Zuck would smoke Altman. I learned this on Rogan.
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$ASTS The best launch schedule is no launch schedule š.
I'm sure you won't see the AST cult posting William Blair's initiation note today as it violates rule #1 of the echo chamber: "any realistic/negative view is FUD and must be ignored" $ASTS
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You want to 8-K any of this @EnovixBatteries ?.
William Blair on $ENVX CFO tour:. On Friday, August 15, we hosted Enovix CFO Ryan Benton for a series of investor meetings. Our time with Benton was encouraging; his experience strengthens the management team, and we expect clients to have a similar impression. We got an update.
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Embark is so back. L2++++++++++ ftw.
Today, weāre officially announcing our Self-Driving System for Automotive ā our L2++ ADAS product for passenger vehicles. š. Meet the system under the hood: #autonomousvehicles #vehicleintelligence #adas
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āGroup14 is already integrated into millions of ATL batteries powering AI-enabled smartphones,ā said Joe Kit Chu Lam, EVP at ATL, a sub of TDK. āWe support even broader delivery of their silicon anode material to power the next generation of high-performance silicon batteries.ā.
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Group14 making progress in silicon batteries. Announces closing of $463 million investment from SK, Porsche, ATL and others. $ENVX $AMPX $SLDP.
group14.technology
Group14ās powers Fortescue Zeroās Scalable Battery Module. With groundbreaking energy density, ultra-fast charging, and high discharge rates.
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OK - Iāll bite on this one. I guess the CIA wants to destroy tennis. It all makes sense now.
Finance people are paid "to know things" and then execute on these things in some semblance of a risk profile, which they market as a product to investors. This is why "Pickleball was invented by the CIA" is so funny. This is a very insider thing. It's also completely true. I.
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Great company at a great valuation (only invest what you can lose completely).
Had to share this:. Chamath new SPAC S1 literally says "only invest what you can lose completely" and "no crying in the Casino" . And you are telling me this is not a Bubble haha. (H/T Q Cap)
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Donāt get Vancouver-ed! šØš¦.
If you visit the HQ of $HG you will find out there is nothing there. No Graphene, No Hydrogen, just 5-6 other crappy mining companies on the building directory. but NO $HGRAF!. Visiting HydroGraph Clean Tech will leave you feeling dirty. Donāt get Vancouver-ed!
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RT @persianjewess: 1 year since these innocent souls were executed point blank by Hamas. Murdering hostages in captivity is a war crime. hā¦.
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RT @GoldsteinBrooke: Just got out of Gaza, filming with the Gaza Humanitarian Aid foundation. EVERYTHING you hear about them in the MSM isā¦.
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$AUR If only there were already an existing hub and spoke infrastructure with high automation, massive efficiencies in cost per mile, and centuries of experience and safety record. Look here, no lidarā¦
We're short $AUR. Report available at Aurora doesnāt have a viable business model. The market for hub-and-spoke-based autonomous trucking is far too small and the profit pool avail to $AUR from it is puny. (1/n).
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See you later C3 $AI - quietly removed from the IVES AI Revolution 30. What else?. Buy high sell low. Total š¤” show. $SOUN PT raised to $24 at the top. And remember the $MTTR metaverse? That was awesome. You are the product. You are the exit liquidity.
We are updating the IVES AI Revolution 30 list reflecting recent momentum in the AI Revolution. We are adding CrowdStrike, Roblox, GE Vernova, and Nebius to our list of 30 tech companies that we believe will define the future of the AI theme over the coming years. š„šššÆšæ
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Kairos and Google are betting on themselves by backstopping the project cost. This is promising for Kairos, good for consumers, and bad for competitors who are hoping that utilities and hyperscalers will take on project risk. UAMPS - fool me once with NuScaleā¦ $SMR
Google and Kairos Power to deploy advanced nuclear plant in Tennessee Valley Authority by 2030
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The IPO process is broken. Buy Chamath SPACs.
Chamath is launching a $250M SPAC called American Exceptionalism Acquisition Corpā¦. Itās over. Your mother needs to un-retire.
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$ASTS.
SpaceX files AST ODAR response.
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RT @IcebergResear: Our review of the $TMC pre-feasibility study. The PFS assumptions confirm that TMCās economics donāt work..
iceberg-research.com
Please refer to our disclaimer at the bottom of the report. Summary of findings After years of delays, TMC has finally released its pre-feasibility study (PFS). Retail investors were taken aback byā¦
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RT @EylonALevy: It's day 682 of the October 7 Hostage Crisis. 50 hostages are trapped in the dungeons of Gaza. 20 are presumed alive, atā¦.
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