Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Tomas Pueyo Profile picture
@tomaspueyo
Nov 7, 2019 • 5 tweets • 3 min read • Read on X
Scrolly
These are true slides from Softbank's investors deck
cdn.group.softbank/en/corp/set/da…

#softbank #WeWork #VC #CrazySiliconValley Image
Image
Image
Image
Image

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Tomas Pueyo

Tomas Pueyo Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @tomaspueyo

Tomas Pueyo Profile picture
Jan 2
I respect @BillAckman a lot but I think he's wrong on @Uber. AFAIK his bear case on robotaxis:
1. Not great for bad weather
2. Too expensive to cover peak demand
3. Less utilization because of food delivery
4. They can't disintermediate Uber

I think they're all wrong:
1. Not great for bad weather
This is a @Waymo driving in rain—the worst they'll ever be! They already have ~10x fewer accidents than humans. Maybe in the short term humans are going to be better in some really bad weather, but those are short-term exceptions
2. Robotaxis will be too expensive to cover peak demand
This is ptrobably true for Waymo but not @Tesla's @robotaxi, for 2 reasons:

a. Cybercab costs will be the same order of magnitude as normal ICE cars
The Model 3 costs ~$40-$45k, but the Cybercab will have 60% fewer parts: steering wheel, pedals, steering column, backseats, backdoors, side-window mirrors, rear window... Let's assume this will bring the cost down to $30-$35k

Add to that the new manufacturing process that treats Tesla's Cybercabs not as cars, but as electronics. They will be able to produce a car every 5s. This will further reduce their price

Compare that to the price of a car for Uber, which today is between $25k-$60k

Forget the driver, just the cars are going to be cheaper!
x.com/ElonClipsX/sta…
Read 8 tweets
Tomas Pueyo Profile picture
Sep 8, 2025
Never bet against the US:
Ppl think its biggest strength is its institutions, the dollar, entrepreneurship... But one of its biggest assets is its geography 🧵
1. Size
The US is the 4th largest country. It spans an entire continent, reaches two oceans, and is big enough to be a geographic heavyweight in the world Image
2. The Mississippi Basin
It's the 4th largest drainage basin in the world and occupies 40% of the contiguous 48 US states, touching 32 of the US’s 50 states. 11 US states directly take their name from it. Image
Read 17 tweets
Tomas Pueyo Profile picture
Sep 4, 2025
Climate caused the US Civil War, because:
1. Slavery was the main cause of the war
2. Different crops were the main cause of slavery
3. Climate caused different crops in the North vs South

This is terribly important to understand the US today and how to heal it
🧵
1. Slavery was the main cause of the war: the Abolitionist North & the Slavery South were competing to expand westward to increase their political influence

But the North grew & expanded faster, to a point where it could force abolition on the South, which then seceded
In 1790, the Free & Slave states had the same population, and there were many more Slave States (8 vs 5), so Slave States controlled the Senate.

By the eve of the war in 1860, the North had 50% more population and 4 more states, giving them control of both the House & Senate Image
Read 18 tweets
Tomas Pueyo Profile picture
Aug 14, 2025
Moscow is one of the weirdest capitals:
• Biggest European city
• Extremely cold
• Little farmland
• To Russia's extreme west
• Not on a coast or main river

How did it create the biggest country on Earth?

It involves horse archers, human harvesting & tiny animals 🧵
The first shocking fact is that Russia is so far north it's at the edge of arable land. How can you create a capital with so little food? Why not in the middle of the most fertile area on Earth? Image
This far north is extremely cold
Moscow is the 3rd coldest capital in the world and by far the biggest: with 20M ppl, its metro population is 8x bigger than the 2nd biggest cold capital, Stockholm!Image
Read 20 tweets
Tomas Pueyo Profile picture
Jul 28, 2025
This map tells you how a seemingly innocent difference, like wheat vs rice eating, can have dramatic political, economic, and cultural ramifications:
🧵 Image
The areas that harvest wheat vs rice are different. Why?
Because of climate
Rice needs heat and lots of water. Ideally, flooding the fields to also kill weeds. Rice dies with frost.

Wheat resists it well, prefers cooler temperatures, but dies when it's flooded Image
Read 12 tweets
Tomas Pueyo Profile picture
Jul 7, 2025
Did you know the West's trade deficits to China are not recent, but started 2000 years ago? This is the story of how silk, porcelain, tea, opium, and silver have determined the history of the world 🧵
The Romans already complained about deficits to China! Mainly because of silk Image
Back then the Chinese already preferred manufacturing and selling products than consuming foreign products. Chronicler Solinus ~200 AD: The Chinese "prefer only to sell their products, but do not like to buy our goods."Image
Read 12 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(