, 15 tweets, 4 min read Read on Twitter
1/ Oh, my. I just saw @xonkd7's post about the shade thrown on $TSLA FSD by uber-bull neroden at TMC forum as he watched the Investor Autonomy Day presentation. Here's the link. What follows are some screenshots of what neroden wrote as he watched.
2/ I'm just going to present all these without comment.
3/ Next:
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13/ This is just a tiny sampling. Here's the key point. neroden, in my view, has been perhaps THE leading cheerleader for Musk & $TSLA from the very start. And, as is evident, he knows a great deal about autonomous driving technology...
14/ ...and he recognizes and (to his great credit) flatly states how exaggerated the claims are that Musk is making about robo taxis...
15/ Musk urgently wants to pivot away from the idea that $TSLA will be profitable making cars, because he now knows that's no longer a believable narrative. He chose robo taxis as the next narrative. But some of the big dogs aren't eating the dog food. $TSLAQ
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