Monk315
@monk315.bsky.social
"for some reason"
The reason is because it doesn't work well enough to just turn on and walk away. Elon's mouth continues to write checks that he can't cash so he falls back on his tried and true "extend and pretend".
Making a 2 seater let's the cult continue to believe there's progress.
The reason is because it doesn't work well enough to just turn on and walk away. Elon's mouth continues to write checks that he can't cash so he falls back on his tried and true "extend and pretend".
Making a 2 seater let's the cult continue to believe there's progress.
February 13, 2026 at 2:13 PM
"for some reason"
The reason is because it doesn't work well enough to just turn on and walk away. Elon's mouth continues to write checks that he can't cash so he falls back on his tried and true "extend and pretend".
Making a 2 seater let's the cult continue to believe there's progress.
The reason is because it doesn't work well enough to just turn on and walk away. Elon's mouth continues to write checks that he can't cash so he falls back on his tried and true "extend and pretend".
Making a 2 seater let's the cult continue to believe there's progress.
Conversion issue apparently. Here's a detailed writeup I found for those interested.
lars.ingebrigtsen.no/2026/02/02/w...
lars.ingebrigtsen.no/2026/02/02/w...
What’s up with all those equals signs anyway?
For some reason or other, people have been posting a lot of excerpts from old emails on Twitter over the last few days. The most vital question everybody’s asking themselves is: What’s …
lars.ingebrigtsen.no
February 5, 2026 at 3:14 PM
Conversion issue apparently. Here's a detailed writeup I found for those interested.
lars.ingebrigtsen.no/2026/02/02/w...
lars.ingebrigtsen.no/2026/02/02/w...
I have it on good authority that Elon always delivers, he's just late is all.
February 4, 2026 at 6:25 PM
I have it on good authority that Elon always delivers, he's just late is all.
They have to know that the first one to shout "Quiet Piggy!" back at him will be a Go Fund Me millionaire right?
February 4, 2026 at 12:14 AM
They have to know that the first one to shout "Quiet Piggy!" back at him will be a Go Fund Me millionaire right?
Petition to change his name to "Montana Optimist" if he thinks the end is near.
February 3, 2026 at 2:57 PM
Petition to change his name to "Montana Optimist" if he thinks the end is near.
Yes. What does the fact that Tesla stock has continued to go up despite mediocre results tell you?
People want to believe and Musk has tapped into that.
People want to believe and Musk has tapped into that.
February 3, 2026 at 2:19 PM
Yes. What does the fact that Tesla stock has continued to go up despite mediocre results tell you?
People want to believe and Musk has tapped into that.
People want to believe and Musk has tapped into that.
Have you tried Google's antigravity yet? I've had pretty good results with that using Claude until I run out of tokens and then back to Gemini.
January 30, 2026 at 1:44 AM
Have you tried Google's antigravity yet? I've had pretty good results with that using Claude until I run out of tokens and then back to Gemini.
Now if I remember correctly the massive compensation plan had language that would allow the board to rewrite the goals under a scenario like this right?
Are we about to understand why they started with outlandish goals that nobody thought was possible?
Are we about to understand why they started with outlandish goals that nobody thought was possible?
January 30, 2026 at 1:33 AM
Now if I remember correctly the massive compensation plan had language that would allow the board to rewrite the goals under a scenario like this right?
Are we about to understand why they started with outlandish goals that nobody thought was possible?
Are we about to understand why they started with outlandish goals that nobody thought was possible?
I'm probably being too optimistic here, but I'm reminded of Musk playing poker.
Maybe this is him being forced to buy back in.
The terms for xAI raises have gotten increasingly bad and he was able to squeeze Tesla for "only" $2B (what is this, an investment for ants!)
Maybe this is him being forced to buy back in.
The terms for xAI raises have gotten increasingly bad and he was able to squeeze Tesla for "only" $2B (what is this, an investment for ants!)
January 29, 2026 at 8:20 PM
I'm probably being too optimistic here, but I'm reminded of Musk playing poker.
Maybe this is him being forced to buy back in.
The terms for xAI raises have gotten increasingly bad and he was able to squeeze Tesla for "only" $2B (what is this, an investment for ants!)
Maybe this is him being forced to buy back in.
The terms for xAI raises have gotten increasingly bad and he was able to squeeze Tesla for "only" $2B (what is this, an investment for ants!)
I started reading your seeking alpha articles 10 years ago while wondering how so few people could see the obvious grifting. Enjoyed your occasional interview on QtR with a Saturday morning coffee and continue to follow you here and on substack.
I'm obviously going to remember my small victory. 😄
I'm obviously going to remember my small victory. 😄
January 29, 2026 at 2:55 AM
I started reading your seeking alpha articles 10 years ago while wondering how so few people could see the obvious grifting. Enjoyed your occasional interview on QtR with a Saturday morning coffee and continue to follow you here and on substack.
I'm obviously going to remember my small victory. 😄
I'm obviously going to remember my small victory. 😄
I'm not sure why he's so worried about this... "Hey Grok, order me 100 Tesla bots and build a mining company. Finance it by securatizing our future income. Send me weekly updates.
Also, add milk to the grocery list."
Also, add milk to the grocery list."
January 29, 2026 at 12:08 AM
I'm not sure why he's so worried about this... "Hey Grok, order me 100 Tesla bots and build a mining company. Finance it by securatizing our future income. Send me weekly updates.
Also, add milk to the grocery list."
Also, add milk to the grocery list."
A good time to remind others to add a "t" to the beginning of the URL for an unrolled thread...
tbsky.app/profile/nied...
tbsky.app/profile/nied...
e.w. niedermeyer (@niedermeyer.online)
I'm a few minutes behind the live call, but here's my Q4 Tesla earnings call "live thread"!
We start out with Elon announcing that Tesla's mission has changed to "Amazing Abundance," which represents...
tbsky.app
January 29, 2026 at 12:04 AM
A good time to remind others to add a "t" to the beginning of the URL for an unrolled thread...
tbsky.app/profile/nied...
tbsky.app/profile/nied...
It's like none of them have even heard of EVE Online.
January 26, 2026 at 7:24 PM
It's like none of them have even heard of EVE Online.
They entered personal auto by purchasing Metromile which was hemorrhaging cash. They needed it to distract from the fact that their own financials were trash and they needed a new story to sell. I don't think they care about the loss ratio as much as the marketing.
January 23, 2026 at 9:17 PM
They entered personal auto by purchasing Metromile which was hemorrhaging cash. They needed it to distract from the fact that their own financials were trash and they needed a new story to sell. I don't think they care about the loss ratio as much as the marketing.
Lemonade needs hype. It's been increasingly clear that their advantages don't extend well from renters and low value lines of business to home. They need to continue to position themselves as more tech savvy than other insurance companies.
January 23, 2026 at 7:15 PM
Lemonade needs hype. It's been increasingly clear that their advantages don't extend well from renters and low value lines of business to home. They need to continue to position themselves as more tech savvy than other insurance companies.
Arizona personal auto rate filings are "Use and File". They do not need prior approval.
Also, as someone who has submitted insurance rate filings I can assure you that the "proof" can be thin depending on state and line of business.
For a new product like this in AZ I doubt it got much scrutiny.
Also, as someone who has submitted insurance rate filings I can assure you that the "proof" can be thin depending on state and line of business.
For a new product like this in AZ I doubt it got much scrutiny.
January 23, 2026 at 6:03 PM
Arizona personal auto rate filings are "Use and File". They do not need prior approval.
Also, as someone who has submitted insurance rate filings I can assure you that the "proof" can be thin depending on state and line of business.
For a new product like this in AZ I doubt it got much scrutiny.
Also, as someone who has submitted insurance rate filings I can assure you that the "proof" can be thin depending on state and line of business.
For a new product like this in AZ I doubt it got much scrutiny.
"it's orbital data-center satellites are based on a design..."
Well based on just this we know everything in the article is unverified nonsense.
Well based on just this we know everything in the article is unverified nonsense.
January 21, 2026 at 2:52 PM
"it's orbital data-center satellites are based on a design..."
Well based on just this we know everything in the article is unverified nonsense.
Well based on just this we know everything in the article is unverified nonsense.
I believe the plan is to have Freddie and Fannie purchase the MBS, so I can't see how that would involve the fed.
As for the legality, I don't really know, but on the surface seems less controversial than anything they've done in the past few months.
As for the legality, I don't really know, but on the surface seems less controversial than anything they've done in the past few months.
January 9, 2026 at 1:19 AM
I believe the plan is to have Freddie and Fannie purchase the MBS, so I can't see how that would involve the fed.
As for the legality, I don't really know, but on the surface seems less controversial than anything they've done in the past few months.
As for the legality, I don't really know, but on the surface seems less controversial than anything they've done in the past few months.
Anyone who thinks that California won't buckle under the combined pressure of the fanatical fan base (share holders), Musk, and the BoD is setting themselves up for disappointment.
December 17, 2025 at 3:41 AM
Anyone who thinks that California won't buckle under the combined pressure of the fanatical fan base (share holders), Musk, and the BoD is setting themselves up for disappointment.
The only catch is that the printer costs more than it can print over its expected lifetime.
December 16, 2025 at 3:03 PM
The only catch is that the printer costs more than it can print over its expected lifetime.
Just the boots though right?
December 8, 2025 at 4:30 PM
Just the boots though right?
I was wondering why the local inflatable park was so empty today, this might explain it.
December 6, 2025 at 7:03 PM
I was wondering why the local inflatable park was so empty today, this might explain it.