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Greg retweeted
Y'all wanna know how to end this "what is a woman" debate for good?
Donald Trump should identify as a woman and proclaim himself the first woman President in the United States
How fast do y'all think Democrats would hit the Supreme Court to clearly define what a woman is?
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Greg retweeted
Why didn't this wonderful govnr do this in 2020 while his state was the gateway for INVASION. Great thing to have now since the border has been closed by the Trump administration. Real impactful and cutting edge.
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Greg retweeted
You mean the same Governor allowing the Islamic takeover of Texas? That Governor?
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Greg retweeted
If you voted Yes last year, these are the market cap goals you voted to measure Elon’s performance against. Something to ponder— if anyone offers to buy all of your $TSLA shares, at… I don’t know…$600? 🤔
I’m not selling below $1169.420. Are you?
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Greg retweeted
Dear Tesla board members,
Many shareholders in the retail community are concerned by Elon's abrupt radio silence on robotaxi that seems to have occured post-compensation package and pre-merger rumors.
I trust Elon's character demonstrated through his many hard-fought battles and am a huge admirer of Elon. Many of us still believe there is no one better to lead the company than Elon.
But one can't help but see the incentives on the gameboard and the timing of the abrupt PR strategy shift, and be concerned. As Elon often rightly says, "incentives drive outcomes,"
We see a shift, going from announcements of "1500 robotaxis in just 2 months" 1 week prior to the compensation package vote on The All-In Podcast (now 8 months ago), to the radio silence we see today while merger rumors swirl in every corner of media - a merger that at this time would likely give Elon controlling share of TSLA/SPCX.
I hope that I, like many others, am very wrong in my concerns about this. But it would assuage many fears if someone can please address this concern. On the eve of a rumored merger, we and the public are now more in the dark about Tesla's prospects than ever.
We believe in the strategic combination of the companies in due time; but are worried about the timing of a merger if it were to be announced "soon".
While Tesla is on the verge of transforming its core business from a low margin one-time sale business model to a high-margin recurring revenue model in Roboatxi, only 5% of SPCX shares are currently available for sale, preventing true price discovery at the time of its high point of publicity and public praise.
We therefore find ourselves in a very uncomfortable position on the eve of robotaxi and the dawn of optimus.
Please advise
@jgebbia @robyndenholm @Tesla @elonmusk
x.com/grant_melson/status/20…
The 2025 robotaxi roadshow by Elon was pretty nasty tbh. Believe it or not, I’m a big Elon fan.
I also can’t ignore he said “half the country by 2025 year end” and “1000 RT’s in Bay Area, 500 in Austin in 2 months” on All-In conspicuously ~7 days before his comp package vote in November. This, like other forward looking ramps have been memory holed, never to be addressed again.
Since then, there’s been radio silence now that there’s a rumored merger for Elon to take controlling share of TSLA.
I will eat my words and apologize and praise Elon if there is not a merger immediately and he allows RT to ramp. Until then, I can’t sleep and will continue to voice what I see playing out on the game board.
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For anyone curious as to what happens to Elon’s 2025 compensation plan in the event of a Tesla / SpaceX merger.
The answer: it depends on whether a change of control is triggered.
If a change of control is triggered, (i) the operational milestones in the comp plan are disregarded, but the tranches of shares tied to market cap milestones that are achieved are automatically earned (calculated based on (a) the greater of the most recent closing share price immediately prior to the effective date of the merger and (b) the per share price in the merger agreement), and (ii) all remaining tranches are forfeited automatically.
The change of control provision in the award agreement is lengthy and somewhat convoluted. What it essentially boils down to is whether Tesla shareholders maintain 50% or more of the voting power post-merger. If not, the change of control is likely triggered and Elon will unlock any additional shares that are tied to achieved market cap milestones.
Given the SpaceX dual class share structure, in a scenario where Tesla is merged into SpaceX, there is a high probability of a change of control being triggered, and, depending on valuations, Elon unlocking additional shares without meeting operational milestones.
Now contemplate Elon’s incentives in a potential merger scenario and what that may mean for Tesla’s market cap prior to closing.
$TSLA
@smdcapital
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I submit that the current generation of children being born be called Generation NL, for Natural Language. They'll be the first Gen to create most everything just by talking naturally to AI.
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Airline ticket prices should be based on the total, combined weight of the passenger and their luggage
Prove me wrong.
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How Republicans handle the Minnesota Somalia fraud issue will determine whether they win or lose the next election cycle. Real simple.
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I finally downloaded 12.5.2.1. Excellent, though I've driven it only a bit. Longer review after I've used it longer. For now though:
Positives:
1. No nag. Thank you so much, hard-working Tesla employees. It's so nice to just be able to have my car drive me.
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2. Only had to press the accelerator once, to speed the car up just a bit.
3. Car maintained a max of 34 mph in my neighborhood, whereas before it would quickly get to 36 mph, causing a disengagement. 36 mph here would get me a ticket.
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How many times do I have to tell X I have zero interest in cricket before they stop showing me posts about cricket???
I
Don't
Like
Cricket.
Stop showing me cricket content.
Jesus.
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I am shadow banned, because I do not have a blue checkmark. Twitter makes sure very few see my tweets. This is a town square? How is this good for open communication?
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