As proposed several months ago, Musk doesn’t care about Tesla anymore. That is the only explanation why he would hook up with an openly, proudly, EV-hostile regime. He has his eyes on a payday so huge, for himself, that it makes Tesla fiddling small change.
Steve
Do you recall the X/Twitter advertising scuffle with Disney and others?
How much are you willing to sell your soul for?
The Captain
Have you ever considered working for Stephen Colbert?
No. I haven’t seen that. Thank you Captain. It answers my question.
This is an existential problem, one wants to do the right thing without going broke doing it. Musk can afford it, I can’t afford Tesla going broke. Sell TSLA? The issue is the probability of the outcome of the political scuffle.
The issue is old. Decades ago the Italian journalist and novelist Oriana Fallaci has been writing about the consequences of the excess Muslim immigration to her country
“Yesterday, I was hysterical,” the Italian journalist and novelist Oriana Fallaci said. She was telling me a story about a local dog owner and the liberties he’d allowed his animal to take in front of Fallaci’s town house, on the Upper East Side. Big mistake. “I no longer have the energy to get really angry, like I used to,” she added. It called to mind what the journalist Robert Scheer said about Fallaci after interviewing her for Playboy, in 1981: “For the first time in my life, I found myself feeling sorry for the likes of Khomeini, Qaddafi, the Shah of Iran, and Kissinger—all of whom had been the objects of her wrath—the people she described as interviewing ‘with a thousand feelings of rage.’ ”
The Agitator
By Margaret Talbot
May 28, 2006
The New Yorker (behind a pay wall)
But the tide is turning.
The Captain
China builds an AI with less advanced chips.
Sputnik moments.
I dunno mebbe something we should be paying attention to.
A tough decision. I believe it will get worse before it gets better.
If one can exit with a profit; I would think that money could be deployed into other stocks not subject to the political issue.
I missed the Tesla investment. And I had thoughts of swooping in as the anti-Musk furor continued. Now I don’t believe I will do that. Too risky at age 73.
Here is a good Tweet where this guy is estimating Tesla deliveries. While he hasn’t hit it dead on he has done better than most of the other forecasters. But he is still to optimistic. Tesla is in for a rough year or two at least.
Yes!
Yes!
The Captain
Elon has said several times that the real money is in robotaxis/FSD and humanoid robots.
Add in energy storage.
Let me paraphrase a meme that was coined a few years ago: “when someone tells you where her goals are, listen to her”.
Individual/private kars are not where Elon sees the $s.
Tesla is pivoting.
IMO.
ralph owns less TSLA than in the past.
Elon told us he was moving AI out of Tesla. And he did.
xAI n Grok are separate entities.
SpaceX n Starlink, Boring Co are separate.
The data centers … Are spread around:
AI found this info:
{ “Elon Musk’s companies – Tesla, X Corp (Twitter), and xAI – are developing and operating data centers worldwide. Key locations for these facilities include Austin, Texas; Sparks, Nevada; several sites in California; Atlanta, Georgia; Hillsboro, Oregon; Memphis, Tennessee; and Shanghai, China.” }
Dojo, Colossus, ?
Tesla WILL be a $10 Trillion market cap in 5 years. The inflection point is here. Cybercab lauching this year. Shorts will get decimated.
My Tesla shares, between trading and calls, have a $-3.99 negative cost basis. Anchoring is a bad idea. Tesla is not pausing for the negative hoi polloi, They are starting to build a new MegaPack factory in Texas, The Semi factory in nearly finished, and Elon could sell his shares to Jeff Bezos. 
The Captain
