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Duck 14001 Profile picture
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13 Sep, 5 tweets, 2 min read
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
¯\_(ツ)_/¯
Press Release is still live! Complete embarrassment for @GlobeNewswire

globenewswire.com/en/news-releas…
@GlobeNewswire it's down now fwiw

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More from @eriz35

Duck 14001 Profile picture
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
Duck 14001 Profile picture
3 Sep
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
Read 7 tweets
Duck 14001 Profile picture
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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