ok, at this point regulators are absolutely telegraphing that they intend to drop the hammer. Wonder when the equity holders figure this out
after seeing how the EPA/DoJ dealt with a sensitive case I was intimately involved with, my suspicion is that they are having ongoing conversations with Tesla, and "suggesting" that they recall all AP software but Elon is telling them to go fuck themselves
he will fight and claw to the last second (see: @TESLAcharts) but the drip drip in the media is to prepare the public for elons tantrum when they file an emergency restraining order
@TESLAcharts i'm not aware of a government agency having to play hardball with a massive corporation like this in... decades? Insane
@TESLAcharts the feds do consent decrees and debarment agreements with megacorps not because they're nice and business friendly, but because every company not run by an insane pudding brained lunatic knows it's a losing proposition
@TESLAcharts to be clear, you absolutely should never short $TSLA and always assume that elon will wiggle and bullshit and fraud his way out of whatever pickle he's currently in.

That being said, things ain't looking so hot for our favorite super smart boy
@TESLAcharts anyhow, here's a present for you and have a wonderful labor day weekend

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More from @eriz35

13 Sep
Fascinating paper on human attention while Tesla Autopilot is engaged. Drivers spent more time staring at their laps and took ~2 seconds longer to react to stimulus.

This is why FSD has to be near perfect or not exist. There is no middle ground

sciencedirect.com/science/articl…
@Tweetermeyer will like this one for sure. Pretty easy to follow as it focuses more on human behavior instead of the software
@Tweetermeyer when people like myself who do process safety, we can never look at software or safety systems in a vacuum. We have to know how people will interface with them.
Read 7 tweets
13 Sep
hey crypto dorks, if you want normal people to stop thinking you're the dumbest, most gullible rubes on the planet, maybe don't take absolutely impossible "news," such as Walmart partnering with a shitcoin that peaked in 2017, as gospel the second you see it
i have a very smooth brain myself and yet instantly identified it as horseshit.

Confirming that

1. There was only one, single $WMT PR on globenewswire.com archive
2. The email domain on the press release was phishing 101

took one minute. Stop and think for 1 second ppl
Read 5 tweets
14 Jul
Short Coinbase $COIN - Mini Thread

1/ Quick thesis/summary after convo with @LSValue and @Pigeonomics yesterday

I have no position and will have no position.
2/ Super simple business. Ignore the Visa cards, the DeFi, etc. This is a simple business. Coinbase facilitates the exchange of cryptocurreny for real USD. Their fee structure is, for all intents and purposes, close to equal across the board
3/ 91% of revenue is transaction fees to retail. So the blend of higher margin retail to (presumably) lower institutional revenues doesn't really matter
Read 9 tweets

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