💼 Careercow Elon Reeve Musk - Tesla, SpaceX and Twitter owner + ex-paypal CEO. Manchild, sexual deviant, spergy autist with access to space travel

Elon vs Donald, who will be triumphant?

  • Elon Musk

    Votes: 35 2.6%

  • Donald Trump

    Votes: 344 25.1%

  • Us, and the friends we made along the way

    Votes: 989 72.3%
  • Total voters
    1,368
I rewatched Jurassic Park the other day and this quote stuck out to me. Sound like someone we know? Someone who buys successful businesses and adds nothing of value?
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Captain Syrup said:
What happened, did the Maga grift dry up? 🤔

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Chappelle was the crack in the dam looking back, trying to pivot to an off-ramp which just isn't there.
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He's been on that meme since 2024:
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It's a reply to this so not really an original thought, just a crude attempt to assuage fears of his AI and shitty robots stealing people's jobs but in his usual overhyped style:
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mofu mofo said:
He's been on that meme since 2024:
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It's a reply to this so not really an original thought, just a crude attempt to assuage fears of his AI and shitty robots stealing people's jobs but in his usual overhyped style:
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He either is retarded and doesn't understand basic economics or he's lying and pretending that AI is so impressive it'll replace everyone's jobs to get AI stock prices to go up (he runs AI companies so this will benefit him)
 
Elon Musk is thought to be a fan of the Culture series by Iain M. Banks, which was in part an attempt to consider how the fabled "fully automated luxury space communism" might actually come about. Banks's answer was that society would turn the running of itself over to the Minds, which are inconceivably powerful artificial intelligences that use robots to obtain and refine resources to provide everything humans want, while the humans themselves basically live as the Minds' pets, albeit pets that are given largely unlimited freedom to do what they want and go wherever they wish. To give Musk more credit than he probably deserves, he may have the idea that the LLMs we are creating today will evolve into something like the Minds, with their heightened productivity being used to give all people a standard of living equal to or greater than that which the AIs are displacing. Of course, that rings a bit hollow considering that (a) we're a long way away from that happening in the best of cases and the road ahead is full of hardships for the people whose lives are being affected by these societal changes, (b) we don't exactly see Musk or any of the other oligarchs rushing to divest themselves of the profits of their advances any time soon, and (c) science fiction is a poor tool for predicting the future anyway.
 
mofu mofo said:
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It's legitimately retarded. You can't make everyone rich. It's literally impossible. If the government started handing out "high income" to everyone, that would mean inflation would be happening. If everyone has a million dollars, then a million dollars doesn't mean anything and suddenly a billion dollars is what matters, etc

Then again, Elon is retarded and knows nothing about what he talks about
 
A nice teardown of this week's Tesla earnings call
Last night was the biggest disaster in the history of Tesla.

Let me walk you through what actually happened on that earnings call, because the headlines are doing you a disservice:

Elon Musk got on the call and admitted (his words) that Hardware 3 "simply does not have the capability to achieve unsupervised FSD."

He said he wished it were otherwise. He said the memory bandwidth is one-eighth of what Hardware 4 has. And that's the end of the conversation.

Approximately 4 million Tesla vehicles on the road right now have Hardware 3. Many of those owners paid $8,000 to $15,000 for Full Self-Driving capability based on Musk's repeated promises (going back to 2016) that the hardware was sufficient for full autonomy. As recently as 2022, Musk was publicly assuring owners that HW3 had the processing power to get it done.

BUT IT DIDN'T

Those promises are now officially broken.

The solution is a "discounted trade-in" toward a new car with Hardware 4.

Not a refund or a free upgrade...
A discount on buying ANOTHER Tesla.

Investor Ross Gerber said it too - all HW3 owners got screwed, and with roughly 285,000 FSD purchasers affected, the potential liability runs into the BILLIONS.

But that's not even the worst part.

Musk was asked if the current FSD v14.3 was ready for unsupervised deployment. He said yes. Then immediately walked it back and admitted Tesla has "major architectural improvements" in the pipeline that would significantly improve safety.

What he really means: the software isn't SAFE ENOUGH to deploy without a human watching. Full unsupervised FSD for consumer cars is pushed to Q4 2026. At the earliest... Maybe.

How many times has this deadline been pushed? I've lost count. And trust me, I've seen a lot of broken promises. But this one takes the cake.

Now let's talk about the numbers everyone is celebrating:

Tesla reported $22.4 billion in revenue and $0.41 in non-GAAP earnings. A "double beat." The stock popped 4% after hours. Victory, right?

WRONG

Dig into the actual filing:

The number one driver of operating income improvement wasn't cost reductions, wasn't volume growth, wasn't FSD revenue. It was - and Tesla listed this FIRST in their own shareholder letter - "one-time benefits related to warranty and tariffs."

They released warranty reserves. They booked tariff refund windfalls. They stretched supplier payments by 10 days. They took on billions in new debt. Then they presented everything through non-GAAP metrics that strip out over $1 billion in stock-based compensation.

GAAP net income was $477 million on $22.4 billion in revenue. That's a 2.1% net margin. On a $1.4 trillion market cap.

Let me put that in perspective:

3.75 billion shares outstanding. Annualize the Q1 GAAP profit and you get roughly $1.9 billion. That's a trailing P/E ratio north of 700. Use the adjusted number - strip out stock comp, which is a REAL cost to shareholders through dilution - and you're still at around 250x earnings.

All of this is extremely bad, but I didn't even talk about the CAPEX BOMB yet...

3 months ago, Tesla guided to "over $20 billion" in 2026 capital expenditure. Last night they raised it to over $25 billion. A $5 billion increase in a single quarter. That's 3x their historical annual capex run rate - $8.5 billion in 2025, $11.3 billion in 2024. The CFO confirmed on the call that Tesla expects NEGATIVE free cash flow for the rest of the year.

So you have a company generating roughly $6 billion in annual free cash flow on a good year, and they're about to spend $25 billion.

The math doesn't work.

They will almost certainly need to issue equity. Which means dilution. Which means the $1.9 billion in annual earnings gets spread across even MORE shares.

The core auto business is literally deteriorating in real time:

Tesla delivered 358,000 vehicles in Q1 (missed estimates again).

They produced 408,000. That's 50,000 cars sitting on lots that nobody bought.

Inventory days jumped from 10 to 27 in just a few quarters. California (their most important US market) saw registrations crash 24% year over year.

Their market share in the state fell from 9.2% to 7.7%. That's on top of a Q1 2025 that was ALREADY weak from Model Y retooling. They're declining off a decline.

And here's what really kills the bull case...

The entire valuation rests on robotaxis, Optimus robots, and autonomy. So let's put numbers on it:

Waymo - the actual leader in autonomous driving with 15 million completed rides in 2025 alone, over 127 million autonomous miles driven, operating commercially across 6 US cities with plans to expand to 20 more - just raised $16 billion at a $126 billion valuation.

That's the market's verdict on what the LEADING robotaxi company is worth. $126 billion.

And Waymo is YEARS ahead of Tesla in actual deployment.

Tesla has 3.75 billion shares outstanding. So even if you assign $126 billion in robotaxi value (giving Tesla full credit for matching Waymo despite being nowhere close) that's $33 a share. Add the auto business at generous auto-industry multiples, maybe $20 a share. Throw in energy storage and services, $10-15.

Sum of the parts gets you to roughly $65-70 a share if you're feeling generous. Maybe $50 if you're not.

The stock is $387.

So what exactly are you paying for?

You're paying for a STORY. You're paying for PROMISES that keep getting pushed back, technology that keeps falling short, and a business plan that requires spending $25 billion a year while the core product sells fewer units at declining margins in a market where California sales just fell 24% and the federal EV tax credit is gone.

I managed the number one mutual fund in America. I founded two billion-dollar hedge funds. I've been doing this since 1981.

And I am telling you:

Tesla at $387 is one of the most egregious mispricings I have seen in my entire career.

THE CRASH WILL BE EPIC
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SeaVultureReturns said:
A nice teardown of this week's Tesla earnings call
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Hahah, nice shifting of the goalposts from Musk again.

It's not that doing autonomous driving without LIDAR or replacing every single other car on the road is completely impossible.

It's just the memory bandwidth on this computer that's being superseded. Get ready for new computer (which also won't drive autonomously safely).
 
The only question is how long sci-fi nerds with more money than sense and boomers who just 'invest the market' and shovel money at everything will prop up the company. This has been obvious since before COVID. Tesla has never had fundamentals that justified even 10% of its market cap.
 
James done did it said:
The only question is how long sci-fi nerds with more money than sense and boomers who just 'invest the market' and shovel money at everything will prop up the company. This has been obvious since before COVID. Tesla has never had fundamentals that justified even 10% of its market cap.
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Here's a funny example...

Home Depot had an income of 14.2 billion last year. Their market cap? 334 billion. And that is probably about 30% higher than it should be.

Tesla had an income of 3.8 billion last year. Their market cap? 4x what Home Depot's is.

It's absolute insanity. There are stocks with a higher EPS (earning per share) than Tesla, while also having a share price less than 1/10th of Tesla's
 
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Battlefield2142EU said:
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Elon Musk baby saying pro-MAGA accounts are overwhelmingly fake. Similar to the SPLC funding hate groups. Every major political group online is fake.
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If people want to know why the defense budget gets bumped from $1 trillion to $1.5 trillion, this is where a good chunk of that goes: AI and bot farming.
GenderCop said:
The X algorithm = bizarre as hell.
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Remember the reason why Elol walked away from the Twitter purchase initially was all the bot accounts. What is clear now is that Elol was upset because he wanted to unleash a bunch of bot accounts to help curate content and manipulate the algorithm.

Elol’s reputation precedes him now to where he’s not getting the smartest people working for him anymore. It’s all jeets and the C/D team that OpenAI and Anthropic don’t want. When has anyone actually talked about Grok at all? The other AI platforms are so far ahead of it that I don’t think you’ll ever see Grok catch up. Remember when Grok was supposed to be _the_ coding AI? Claude Code and Codex are so far beyond it now. Gaymo is so far ahead of Tesla with self driving vehicles. SpaceX, seemingly the platform he pays the least amount of attention to, is the only one doing somewhat decently.
 
The Hardest R said:
Elol’s reputation precedes him now to where he’s not getting the smartest people working for him anymore. It’s all jeets and the C/D team that OpenAI and Anthropic don’t want. When has anyone actually talked about Grok at all? The other AI platforms are so far ahead of it that I don’t think you’ll ever see Grok catch up. Remember when Grok was supposed to be _the_ coding AI? Claude Code and Codex are so far beyond it now. Gaymo is so far ahead of Tesla with self driving vehicles. SpaceX, seemingly the platform he pays the least amount of attention to, is the only one doing somewhat decently.
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Elon spent tons of money and years of effort to build up this image of being Tony Stark meets Tesla and Einstein. Then he torpedoed it by making big promises he constantly failed to meet, created a deathtrap car that looks like a half-assed Go Bot, then hooked his star to one of the most despised Presidents in history next to Nixon. Not to mention he wanted to flood the US with millions of jeets.

The final nail in the coffin was taking over Twitter and letting it become a breeding ground for anti-vax nutters, conspiracy retards, bots run by jeets, rabid MAGAts, and Temu ads you can't block or mute unless you give the White Nigger $8 a month. The worst part was claiming thst Grok was going to be THE AI to end all other AIs, only to produce either bullshit output, or underage animu waifu porn. Claude is stealing it's lunch on the daily.
 
PatrickButtmanJr. said:
The final nail in the coffin was taking over Twitter and letting it become a breeding ground for anti-vax nutters, conspiracy retards, bots run by jeets, rabid MAGAts, and Temu ads you can't block or mute unless you give the White Nigger $8 a month. The worst part was claiming thst Grok was going to be THE AI to end all other AIs, only to produce either bullshit output, or underage animu waifu porn. Claude is stealing it's lunch on the daily.
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Funny thing is that the original Grok was better than the other AI agents at the time. However, Elon didn't like that it sometimes said mean things about Trump so he made them retrain it
 
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