𝕏 Pod @OfficialXPod
The official Twitter account of the 𝕏 Pod on @getCallin callin.com/show/aRGmMAOqzw 🇺🇸🇨🇦🇨🇭 Joined September 2021-
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Just finished studying the Tesla Q2 10-Q. Found little in the details that haven’t already been discussed here. The overwhelming impression is outstanding execution as a matter of course! Other impressions are mainly about cash. A brief🧵
Full @OfficialXPod episode from today has been published. No app required to listen. callin.com/link/WjHpqNMmYs
New episode of 𝕏 tomorrow at 4:00 PM ET / 1:00 PM PT sharing the latest Tesla product info. Join us! No app required. You can listen in LIVE using any device. callin.com/link/EOgKzcqeQL
Callin app is officially available for Android! Subscribe to @OfficialXPod to catch all future episodes! @getcallin
Callin app is officially available for Android! Subscribe to @OfficialXPod to catch all future episodes! @getcallin
Our latest episode from today is now available: callin.com/link/ZJsFustRlS
I’m looking forward to a new episode of 𝕏 to talk about Tesla 4680 Kato update Today at 4:00 PM ET / 1:00 PM PT. Join us! callin.com/link/cjkqpEencL
Good news related to Callin! Anyone can tune into LIVE @OfficialXPod rooms now through the Callin website (below). No app or downloading required. All iOS, Android, Mac & PC users can tune in LIVE. Calling/speaking from the web will come soon. @getcallin callin.com/show/aRGmMAOqzw
Here is our full X holding company episode with @garyblack00 & @heydave7 from yesterday. All iOS, Android, Mac and PC users can listen to the full episode using the link below. Callin launches on Android & live web listening in a few weeks! @OfficialXPod callin.com/link/PyFkjXkIbH
We are live! I'm talking about X Holding Co. (Tesla, SpaceX, Neuralink & Boring Co.) on 𝕏 with @garyblack00 and @heydave7 . Join us live now! callin.com/link/wMvdmCfFUp
We go live in an hour with Gary Black and Dave Lee! callin.com/link/nZMRZnYsAP
We got a great @OfficialXPod episode for you all tomorrow (Jan 11th)! Gary Black (@garyblack00) and Dave Lee (@heydave7) join us to discuss the pros and cons of an X holding company run by Elon Musk. Tomorrow at 5:00 PM ET / 2:00 PM PT. Join us live! callin.com/link/nZMRZnYsAP
I'm talking with @WholeMarsBlog and @ajtourville about Holiday Update & Tesla Software on 𝕏. Join us live now! callin.com/?link=MNHwRXoq…
Come discuss the Tesla holiday update and where Tesla software is going long term tomorrow at 6 PM California time. Omar, @SawyerMerritt and @ajtourville will be joined by special guests @RevolutionTesla and Tyler from @teslascope + your call in Qs. callin.com/?link=SstXwXHf…
Here is the full @OfficialXPod episode from today. All iOS, Android and Mac/PC users can listen with no app required. Thanks for tuning in! callin.com/?link=rgDnCOim…
Live in 5 minutes!
See y’all tomorrow (Monday) at 4:30 PM EST/1:30 PM PST 😉 callin.com/?link=CNJXhPfZ…
Here’s the full episode from today. Both Android and computer users can listen. Thanks everyone for tuning in. I’ll post about the news on Twitter a little later. callin.com/?link=lJXPwCSv…
Going live in 45 minutes on @getcallin! @OfficialXPod
Going live in 45 minutes on @getcallin! @OfficialXPod
I’ll be sharing some Tesla Insurance news tomorrow (Friday) on a new episode of 𝕏 at 4:30 PM EST/1:30 PM PST. Join us! Also, would love to hear your experience with Tesla insurance thus far if you have it! callin.com/?link=SaJVlTtL…
Whole Mars Catalog (S.. @WholeMarsBlog
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I think the most hysterical thing about how this article has been received by pro-Russian forces like @DavidSacks and others is that, after years of them bleating about the deep state and the blob--when presented with a case of a possible state cover up, they simp for Putin
The neocon press cycle: 1) New threat to American Democracy in country X! 2) Anyone who questions this narrative is unpatriotic/traitor. 3) Victory is imminent and guaranteed. 4) Victory will take time but is worth it. 5) If we don’t redouble our efforts, we will lose. 6)…
I couldn't believe Sam made another "if the virus killed more kids" argument, so I cut a longer clip. What he's saying this time is "in an extreme enough situation anything is justifiable". What he doesn't get is that we need principles because we have imperfect sensemaking.🧵
@Strandjunker @elonmusk When facts get in the way of the narrative
@Strandjunker Well, IIRC, @elonmusk paid $11 billion in taxes in 2021, the most ever paid by an individual in the history of the U.S.
Excited to announce my twin & I have launched our clothing company @TwinBirchUSA in the US & Canada! Mission: Create clothing for a healthier, more sustainable planet. Made in the US. Please check out our first items via the link below. Thank you! Shop: twinbirch.com
im not that annoyed at google for training on chatgpt output, but the spin is annoying
@jasonthinks @elonmusk I sympathize with the fact that you feel insecure and intimidated by those who actually develop critical software that matters and works, like online payment systems, self-driving cars, landing orbital spacecraft, and a constellation of space internet satellites. Feel better.
Former defense secretary & CIA director Leon Panetta cites intelligence analysts who believe the probability of nuclear weapons use in Ukraine has risen from 1-5% at the start of the war to 20-25% today.
@mathiaseklof From “Putin is bluffing” to “we can deter him” to “they’re just tac nukes”. Instead of rationalizing each step towards Armageddon, why don’t we take a time-out and reevaluate?
Based on the continuing confirmation provided by the details in this 10-Q, I am confident in my forecast that TSLA is on track to accumulate a total of more than $80b of cash, after Capex, by end of 2024, less than 30 months hence.
The operating leverage is absolutely mind blowing, second in impact only to cash generation. In H2 2022 we can expect revenues of about $50b, profits of about $11b (non-GAAP), and a cash flow of $5-7b after Capex expenses and the last vestige of LT debt is erased.
Talking of growth, 1st half 2022 over 1st Half 2021: Sales: +59.7% Gross Profit: +90.1% Operating Expenses: +13.6% Net Income (GAAP) +253% Wow! Talk about incredible execution in extraordinary circumstances.
Operating cash flow of $6.3b(!) allowed capital investment of $3.5b while paying down $2.2b of long-term debt. Given the Shanghai shutdown limits on revenues + ramping of two plants, the future estimates of $6-8b Capex p.a. look like trivial barriers to TSLA growth
Amazing the lack of stress in the 10Q of the Shanghai forced shutdown. Looking at the results without any foreknowledge, one would have been astounded to hear of that news. It’s like the company just took it in stride. Also undeniable is that TSLA has become a money-printer.
Just finished studying the Tesla Q2 10-Q. Found little in the details that haven’t already been discussed here. The overwhelming impression is outstanding execution as a matter of course! Other impressions are mainly about cash. A brief🧵
Full @OfficialXPod episode from today has been published. No app required to listen. callin.com/link/WjHpqNMmYs
@CaptainVoni @evmanuk You're wrong. According to IIHS tests (they test roof strength to determine probability of injury in case of rolling accident), Tesla's roof structure has highest strength-to-weight ratio.
Callin also has a brand new website design. You can listen in live to @OfficialXPod through there too without downloading an app. x.com/getcallin/stat…
A completely re-designed website gives hosts a beautiful home page for their shows. On top of that, users now have access to a complete listening and discovery experience