He’s already destroyed the brand in EU. Maybe wishful thinking but seems like his wealth, power, relevance feedback loop is on borrowed time. Everyone loves a good fall from grace, Elon’s would be great and extremely beneficial for society as a whole.

Someone sent me the source of the Stankey quote. He changed it from “likely to pay extra” to “$10-$150 per month” Hennesy fund assumes $5

www.hennessyfunds.com/insights/Foc...

Assuming 90% gross margins is a chef’s kiss (satellites not a capital intensive in fantasy land).

TSLAQ dunk for bonus points (don’t worry that 90% of Ycombinator’s VIC write ups were zeros).

Love the Jonestown reference. So close to realizing he’s in a cult.

I tried to find where John Stankey said anything about 30-40% of their subscribers being interested in $ASTS service. Doesn’t seem to exist. Best I can tell, the source is a Twitter account that is dedicated to pumping this stock. And it’s then been echoed by other bulls.

Oof. Recession confirmed.

Isn’t the real problem that feature length films peaked in quality like 30 years ago? Even PTA (as much as I love him) can’t top Boogie Nights etc.

Finance bros love this guy’s self-flagellating podcast takes on scale and data advantages but will literally ignore researchers like Missy Cummings who actually tests the tech with a rigorous scientific framework and don’t own the stock.

True

Yes! And me too. open.substack.com/pub/valuatio...

I think they need stabilization in China at least. That market has changed a lot. But footwear in China only 10% of total revenue. Uphill battle there for sure.

There’s so much money pig-piled into this name that will get liquidated during the next bear market regardless of robotaxis or robots or whatever else Gavin Baker and the galaxy brains are bloviating about. Trillion Dollar Cult of Elon. Cults never end well. Ask the AMC apes.

TSLA is the epicenter of the bubble along with NVDA but its fundamentals are 100x worse. Bears have looked like deranged losers for 5 years because he’s so hateable and “stock price bro” but the bear case is playing out in real time. It’s a time bomb.