My guess is Tesla's pivoting to batteries and storage. Huge demand, great margins, competitive advantage.
I'm very disappointed Tesla has (seemingly) abandoned its goal of producing 20m Model 2 per year. Forfeiting the mass market is a bummer. More so every passing day.
(I'm bearish on Robotaxi and (Tesla's) self-driving.)
> confronted with a world that doesn't work the way you want it to
Sure.
Some of us are just trying to figure out the new rules. What is all this hypercapitalism stuff (aka Muskism) and who are the people (lunatics) pushing us there?
So it's natural to kibitz about one of the most powerful people on the planet. Especially when he's also a world-striding shit poster, antagonizing everyone, demanding a response.
FWIW: the writings of Jill Lepore, Quinn Slobobian, and Ben Tarnoff have been most illuminating. Ditto their misc guest appearances on various podcasts.
I can't believe I'm still swapping cables and ports, trial and error, trying to determine if the cable, the port (eg iPhone's charging port), or both, are failing.
Not knowing the USB specs; I assume each head of a cable can do a loop back test, determine if can even see its other head, etc.
Disclaiming introspection is itself a form of introspection. Arguing against introspection, rationalizing one's own dysfunction, is just too cute by half.
Look, it's just really disturbing that this guy is the paradigm of a successful VC. He's literally a prideful ignorant, and possibly just a terrible person.
> don't believe that Facebook/Meta would continue to grow next year
Huh.
The time I worked at a hyper growth company, us working in the coal mine had much the same skepticism. Our growth rate seemed ridiculous, surely we're over building, how much longer can this last?!
Happily, the marketing research team regularly presented stuff to our department. They explained who are customers were, projected market sizes (regionally, internationally), projected growth rates, competitive analysis (incumbents and upstarts), etc.
It helped so much. And although their forecasts seemed unbelievable, we over performed every year-over-year. Such that you sort of start to trust the (serious) marketing research types.
IMHO Pax Americana ended (passed the point of no return) with GWB. Iraq, 2008 financial crisis, SCOTUS picks, unitary executive, extraordinary rendition, breaking of weapons treaties (nuke testing, bio & chem warfare), abandoning peace between Isreal & Palestinians, etc, etc.
Forfieted any remaining goodwill.
(Post 9/11, It would have been so easy to choose the other path.)
My (noob) understanding is the challenge is achieving reuse (safety, reliability) while keeping the (economically necessary) 100 ton payload capacity.
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