THIS👇👇👇
TESLA BUILDING AN ENERGY TRADING TEAM

True story: I have extensive experience in Resource Allocation Algorithms/Systems, so several years ago I was offered to be chief engineer for developing a novel energy distribution system
1/
cleantechnica.com/2021/09/09/tes…
2/
I started learning about the project (which had already started along with a subcontractor) and the problem at hand.

Real interesting project!

Client was a foreign utility company which supplied power to lots of varied customers - from retail households to large industry
3/
They had to balance loads against powerplants of various types - some costly and slow to spool up and down, others with minimal control over output etc.

This was a new field, real interesting. Before I gave my answer, something happened.
4/
The subcontractor was a strategic partner of the company that offered me the position.

It was decided by top management to pass them all the IP required for the project (huh? who does that)
5/
Soon after, the SUBCONTRACTOR signed the deal for the energy distribution system, leaving the company where I was offered the position completely outside 😮

Of course, the position was gone. Luckily I hadn't left my previous one like I meant to

Management decided not to sue!
6/
Years later I found out that the managers from main company retired to work with hefty salaries at the subcontractor

🤔
But I'm sure the "Transfer All IP" decision was "clean", right?

As were grossly inflated (IMO) deals the subcontractor was paid to work on other projects🤷‍♂️
7/
If not mistaken the subcontractor failed to deliver or got the rug pulled away later👎

Had it turned otherwise, I could have developed the first AI-driven power production/distribution system anywhere!

I have no idea how good I would have done, but would've given all I got!
8/
Been close to the topic ever since that failed job offer. It's a huge multi-factorial engineering problem with huge financial implications, which begged to be solved.

So happy to see that the best such system was made by a company I love, and it KICKS ASS.

GO TESLA!🚀🌛
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More from @ConnectingODots

May 3
THIS IS PROFOUND! RE: DOGE

I just noticed that the sign of @DOGE is the dollar sign.
At face value, it screams, “We’re here to save taxpayer money!” But it’s way deeper — it's a symbol of creation, value, and rebellion.

Let’s dive into how this ties to a fascinating group in Ayn Rand’s Atlas Shrugged who waved the dollar sign to flip the world upside down. Tesla fans, @elonmusk supporters, DOGE enthusiasts—this thread’s for you! 🧵🚀💵💰

@AynRandInst @AynRandOrg @aynrandcentre @AynRandBot

1/Image
2/ I recently reread Atlas Shrugged, and I highly recommend to every Tesla fan, Elon Musk supporter, and DOGE backer to read it. The parallels to our time are mind-blowing.

It’s about the world’s builders—industrialists, inventors, thinkers—who refuse to prop up a society that punishes success and rewards moochers.

Tired of carrying a society who vilified them on their broad shoulders, these creators don’t just gripe; they act, withdrawing to let the world face its own collapse.

Very fortunately for us, rather than let it collapse, the real life John Galt - @elonmusk - found a way to reform the system from withinImage
3/ In Atlas Shrugged, the dollar sign is the emblem of these creators, tied to the cryptic question “Who is John Galt?” It’s not just money—it’s a banner of freedom, trade, and earning your way. Dagny Taggart, the main character, spots it on a cigarette and freezes:

“She glanced down at the cigarette, then, with a gasp, tore it from her lips. On the white paper, stamped in gold, it bore the sign of the dollar.” (Atlas Shrugged, Part III, Chapter I)

That symbol marks a hidden rebellion—a group of producers on strike against a world that demands their minds. It’s a wake-up call.Image
Read 7 tweets
Apr 25
THE IMMINENT COLLAPSE OF THE EU ZONE

Someone suggested that the Euro should replace the Dollar as the global reserve currency. I replied tongue in cheek that that's real smart, using as reserve the currency of an economy at the brink of collapse, for which they replied something like "yeah, right... that's what we've been hearing for decades"

Only it's different. The European economy is at the brink of collapse this time, and here's why.

One way to so this is look at the past. As this graph shows, European GDP grew at a much slower pace than American. And this graph shows only part of the story because looking at GDP Per Capita the difference becomes even more staggering.

But looking through the rear view mirror is wrong, so let's look into the present and future instead.
1/Image
2/
The European car industry - a major force in the European economy - is in a horrible position. Electrification is going slower than needed - and while governments are delaying deadlines, no need to delay these for the competition: American Tesla and a gazillion Chinese brands are well ahead of the Europeans - who seem to be unable to even do OTA updates, a thing possible for almost two decades on phones.

[Tangent: Not to mention that they're so far behind, that with European cars I actually prefer their not having OTA. There is no way in hell that they will have proper security installed and updated rapidly enough to keep one step ahead of hackers, so keeping the cars dumb and offline at least provides some protection compared to the vulnerabilities their online software would offer.]

What's worse they can't get their act together fast enough. When VW DID try to make a shift, with @Herbert_Diess warning that they have to shift FAST, unions intervened and he was pushed aside, letting VW slide even further behind.

They're lagging in EVs and even more so in software defined cars. So what?Image
3/
So what? Chinese sales of European cars are falling off a cliff, while European sales of Chinese cars are about to explode.

Without the former, European manufacturers cannot remain viable. Mercedes is already 40% in Chinese hands, Volvo 100%, but they're small fry. Ehat will happen to the European economy once major car companies start to collapse?

And it is unavoidable. High energy prices and insufficient energy growth are deindustrializing Europe, and regulations are preventing new companies from appearing. A friend of mine that cofounded a German-American AI company quickly found out that energy costs made it prohibitively expensive to maintain their own AI clusters in Europe, so they offshored everything. Even worse, the regulatory hassle of setting up things made progress hard. Now in an American company, she swears it's the last time she tries starting up in Germany.
Read 4 tweets
Mar 12
The @realDonaldTrump Effect on @Tesla Sales
I checked Google Trends to see how much the President's support of Tesla changed public interest in Tesla.

As expected, following Trump's and @elonmusk 's presentation, searches with the word "Tesla" went through the roof.

But maybe they're just checking WTF this company is, or maybe it's the crazies looking for "destroy tesla". So how did Trump buying a Tesla affect buying intent?
For that, go to #2

1/..Image
2/
More importantly, following Trump's endorsement, searches for "Buy Tesla" - which indicates buying intentions - completely exploded!

With almost 3 weeks to the end of the quarter, would be interesting to see quarterly results. Despite all the crazy attacks, it seems like DEMAND should not be a problem. With switching production lines and ramping up the new Y, SUPPLY will. Can't wait to watch it unfold.

@DivesTech @garyblack00 @TeslaBoomerMama @TeslaBest @FutureAZA

cont..Image
3/
In case you wondered:
I only showed last six months, because that's the longest I could show with DAILY results. Since we are less than a day from Trump's announcement, showing weekly results would have diluted and masked the real effect.
Next week and the week after that I'll provide weekly results, which will show whether this was momentary or sustained.

What happened next surprised me even more...
Read 9 tweets
Jan 27
DOGE DEREGULATION - A HIDDEN BENEFICIARY - AMAZON and DRONES
Not Investment Advice - but if you believe deregulation will happen, this could happen as well.

US Federal Aviation Administration (FAA) regulations severely hamper the drone industry. They severely constrain how drones can be manufactured, operated, and where they can fly.

Currently, it is almost impossible to create drones in the USA, and drone operation is limited from flying beyond visual line of sight (BVLOS), over populated areas, or at night without special permissions.
1/🧵
2/ But why does this matter? Take Amazon, for instance. They've been tinkering with their Prime Air service and the MK-30 cargo drone.
The MK-30 is built to carry packages up to 5 pounds over 15 miles, potentially cutting delivery times to under 30 minutes. Yet, all this tech sits somewhat idle, waiting for regulatory green lights.
Amazon has made some inroads, like securing permission for BVLOS testing, but full-scale operations are not remotely possible.
(I'll focus on Amazon, but delivery companies and drone manufacturers could benefit as well)Image
Image
Image
3/ Deregulation could be a game-changer. If DOGE could sway policy to being more pro-business vs. safety at all costs, we could see a domino effect.
Deregulation would mean fewer hoops for companies to jump through. Amazon drones buzzing over your neighborhood, not just for testing but for daily deliveries, could considerably improve service and reduce costs
Read 11 tweets
Jan 22
ALL-IN DISRUPTION MACHINE
Cracking Elon Musk's Method for Changing the World
NEW VIDEO OUT

In this video (link in the last post), I looks at how Elon Musk SYSTEMATICALLY disrupts several trillion-dollar industries and builds alternatives from the ground up
1/🧵Image
2/
Five centuries ago, Machiavelli wrote that disrupting established systems is one of the most dangerous things anyone can attempt. Those benefiting from the current order fight viciously, while potential supporters offer lukewarm backing to a system they do not yet know Image
Image
3/
So opposition mounts, yet somehow, Musk repeatedly succeeds in disrupting. PayPal transformed money movement. Tesla forced every automaker to go electric. SpaceX made reusable rockets the standard. From energy grids to satellite internet, from brain interfaces to social media
Read 6 tweets
Dec 28, 2024
EAKING - $TSLA Enters Top 20 Hedge Funds' Equity Positions
➡️From Most Shorted to Most Held list, in 6 months

YWR periodically analyses the Top 20 equity positions at 338 hedge funds to see which equity positions are most commonly owned ("Top 21 Most Consensus List"*)

This month, for the first time ever, it secured a spot on the list - jumping straight to #11

1/🧵Image
In June, Tesla wasn't on the list. Moreover, they won the uncoveted 1st place on @GoldmanSachs' "Very Important Short Positions" list, covering the 50 stocks most shorted by hedge funds. Image
Since then, while Tesla itself continued on a steady course, Wall Street's perception of it has dramatically changed, and the stock market's "voting machine" accordingly responded.

With price climbing, the shorts took a hit Image
Read 6 tweets

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