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Tesla's Vertical Approach to Manufacturing Will Yield More and More Margin Benefits
The average investor doesn't understand the incredible potential advantages of vertical manufacturing. And those margin increases take time to get fully realized, since there is a lot of Capex and OH that will eventually come out of the cost of internally produced parts and software.
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We have two goals on this channel. Provide useful information about Elon Musk and his related businesses and provide some context to the Tesla stock story as it relates to the economy, the macro, the fundamentals, and the technicals.
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The Coming Surge for Tesla Will Make Nvidia Stock Look Worthless - Dan Ives & ARK Invest
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This Elon Musk Interview is Making Liberals Mad (With Timestamps)
0:00 Did Elon Musk think he would be here today?
2:00 What people misunderstand about Elon Musk
2:48 Media about Elon Musk - Elon's take
3:25 Elon Musk takes a compliment from WSJ
4:00 Elon Musk flight schedule
4:30 Why Elon Musk flies a lot
4:40 Tesla (the company) is a drama queen
5:30 Elon is going to Tesla meetings
6:15 What Elon Musk learned, what surprised about owning X
7:00 Government and media - terrible combination
7:40 Twitter was lost and taken over by far left
8:30 Fall
8:55 USA is essential, here is how to save USA
11:40 Laws, regulations, bans
14:00 attack on free speech, how suspensions work on X
15:30 mistakes are made with bans
17:00 moderation
17:45 propaganda
19:20 no trust
21:45 the best policy
23:00 activists, influence, money
25:30 Trust and main stream media
26:00 Legacy media is an old technology
27:00 LIES, INCOMPETENT
28:40 legacy media cannot compete
29:30 major issues with media
31:05 Legacy media vs X
33:30 It is OVER - legacy media will basically cease to exist
37:30 it is dying whether you like it or not
40:30 Elon Musk on amplifying controversial views
41:20 obviously not the future
44:20 Hypocritical, say what you want to say
48:00 platform issue?
48:20 free speech is meaningless if...
49:30 platform is very alive
51:00 Encourage
51:30 offensive
52:30 you're a fool
54:00 Elon - I realize I was wrong
55:40 I say what I believe but...
58:30 sarcasm
59:00 Grok (Chat GPT competitor)
1:02:30 AI generated content - people getting tricked?
1:05:00 Making X the everything app
1:06:57 Institutions are losing trust from people
1:09:40 Digital footprint and reputation
1:11:33 Apologizing
1:12:44 Accountability culture
1:14:22 Connection issues?
1:14:55 Gene editing
1:15:49 If you could solve one problem, what would it be?
1:16:46 Where will X be in a year?
1:18:15 AI based recommendations
1:19:22 X calling feature
1:20:58 X 2.0 reverted to 1.8, machine learning
1:22:20 X old code
1:24:35 X's algorithm
1:26:59 What restarted after Musk took over
1:27:33 Algorithm fix
1:30:02 Musk's voice doppelganger shares his experiences
1:33:56 Chinese Musk
1:35:19 X is great - Adrian (aka Musk's clone)
1:35:43 Adrian on X spaces
1:36:46 Elon texts his Mom to join the talk
1:37:45 Bullying - free speech?
1:38:30 Potential SpaceX launch date
1:40:08 How do different locations help?
1:40:58 Getting back to not being serious
1:42:20 Populating the universe
1:43:37 Musk on Sci-fi
1:44:33 Expanding to the solar system and the galaxy
14:45:03 The simulation theory
1:49:01 Elon - you run simulations to see what would happen
1:50:33 Is a hotdog a sandwich?
1:51:54 He can move a mouse just by thinking - update on the Neuralink patient
1:53:22 AI auto-generation on X
1:54:55 Elon's favourite meme
1:55:51 What does it feel like to be a meme?
1:56:26 X accounts getting paid by president candidates
1:58:46 GEC was 1st in wanting to suspend accounts
2:00:15 What X could do to stop harassment and doxxing?
2:03:42 Creating a better collective consciousness
2:04:24 what can users do to help with doxxing?
2:05:55 Elon's alt accounts
2:06:37 Streaming on X
02:07:42 Elon and Adrian talking about Diablo
02:08:56 Elon's Mom joins
02:09:18 Accounts losing advertisers
2:11:51 Will spaces get monetized?
2:13:13 What is Elon excited about in AI
2:17:38 Issues with the space
2:18:42 Does Elon still like Jerome Powell's printer?
2:20:18 More glitching
2:21:08 Does Elon have Katherine's book?
2:21:59 Elon's Mom (can she tell Elon and Adrian apart?)
2:25:11 Talking in German
2:26:26 Elon's Mom - Pretty much you sound like Elon
2:27:54 Messing with the soundboard
2:31:26 Questions about Elon for his Mom
2:32:40 Elon's own video game
2:33:46 Blowing and setting things up on fire
2:34:50 Why are accounts that call for violence allowed to be?
2:41:08 Starlink satellites make work difficult for microwave astronomers
2:44:11 The true Turing test
2:47:36 Simulations
2:50:14 Elon on physics
2:50:48 Does Elon really want to die on Mars
2:52:22 Wrapping up
Source:
https://twitter.com/mysteriouskat/status/1759759677926318082
Katherine's book (not sponsored): https://www.amazon.com/No-Apologies-Outrage_Lessons-Silenced-Majority/dp/1634312503/ref=sr_1_1
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