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Recent

Apr 25
I think I figured out why Tesla’s leasing share dropped to an all-time low in Q1 2024 and why we should be very bullish about Q2 2024 deliveries. Image
1. Tesla’s leasing rate reached an unprecedented low level and was likely also a result of Tesla’s temporary inability to ship vehicles to customers before Q1 ended. Tesla's overproduction peak is evidence. A true demand problem would have caused Tesla to throttle production!Image
2. Tesla prioritized shipments to non-leasing customers since non-leasing or outright purchases are more attractive financially for Tesla. An outright sale looks much better in Tesla’s profit & loss statement than a leasing sale due to significant differences in accounting. Image
Read 13 tweets
Apr 25
On the surface, the rise in workplace burnout makes no sense.

Despite choosing our hours, working where we want and taking meetings in our underwear, we're suffering burnout more than ever.

Are we just whiny & weak, or is there something deeper going on?

Let’s investigate👇 Image
Burnout is defined as chronic workplace stress, or constant feelings of energy depletion & exhaustion.

In a recent Deloitte survey, 77% of workers said they'd experienced it in their current job—yet, this is despite the majority saying they're passionate about their current job. Image
So if people love their jobs, why are they so burnt out from them?

The non-obvious thing to consider here is the friction that’s been removed with the shift to digital work.
Read 14 tweets
Apr 25
The establishment is terrified of this new radical politics, pushing back against environmental destruction - because this is why the same powerful people who took over our civilizations, deliberately disconnected people from the natural world.
1/🧵
I assert, that this is the main reason they committed actual genocide and cultural genocide against indigenous peoples. It wasn't just that they wanted to steal their land and resources. Rather, they were terrified of their culture of reverence for nature.
2/
In indigenous hunter-gatherer cultures, they have no allegiance to any master, only to Mother Earth. This is why they made such useless slaves, because they refused to be enslaved, and why the colonialists had to enslave people from farming cultures.
3/
Read 9 tweets
Apr 25
EPA's Power Plant Rule - one of the two biggest pieces of the Biden Administration's climate policy - is out today, and I have some quick thoughts, which I'll add to as I work through reading the rule.
First, I blame the Supreme Court's oral argument this morning for distracting me from reading the rule earlier in the day 🙃
The bottom line is that this rule will require "all coal-fired plants that plan to run in the long-term and all new baseload gas-fired plants" to cut their GHG emissions by 90%. (Fact sheet linked here) epa.gov/newsreleases/b…
Read 17 tweets
Apr 25
Today, Consensys filed a lawsuit against the Securities and Exchange Commission.

The goal behind this is to ensure that Ethereum remains a vibrant and indispensable blockchain platform and to preserve access for the countless developers, market participants, and institutions who have a stake in the world’s second largest blockchain.

#ETHforAll

1/6
We took this step for two very basic reasons:

(1) the SEC should not be allowed to arbitrarily expand its jurisdiction to include regulating the future of the internet by wrongly labeling ETH a security; and

(2) the SEC’s reckless approach is bringing chaos to developers, market participants, institutions, and nations who are building or already managing critical systems running on Ethereum.

2/6
Ethereum isn't just about information being permissionless. It's about human ingenuity being permissionless.

We encourage others who feel equally aggrieved by the SEC’s aggressive regulatory actions to make their voices heard.

3/6
Read 6 tweets
Apr 25
From Judge Kaplan's ruling affirming E. Jean Carroll's award:

"Mr. Trump’s malicious and unceasing attacks on Ms. Carroll were disseminated to more than 100 million people. They included public threats and personal attacks, and they endangered Ms. Carroll’s health and safety." "Mr. Trump’s malicious and unceasing attacks on Ms. Carroll were disseminated to more than 100 million people. They included public threats and personal attacks, and they endangered Ms. Carroll’s health and safety. The jury was entitled to conclude that Mr. Trump derailed the career, reputation, and emotional well-being of one of America’s most successful and prominent advice columnists and authors — to which she testified repeatedly — and award her $18.3 million in compensatory damages."
Why the size of the +$80M award wasn't excessive:

"The jury was entitled to find that 'the degree of reprehensibility' of Mr. Trump’s conduct was remarkably high, perhaps unprecedented," "castigating" Carroll from the "loudest 'bully pulpit' in America and possibly the world." "Far from being purely “defensive,” there was evidence that Mr. Trump used the office of the presidency — the loudest “bully pulpit” in America and possibly the world — to issue multiple statements castigating Ms. Carroll as a politically and financially motivated liar, insinuating that she was too unattractive for him to have sexually assaulted, and threatening that she would “pay dearly” for speaking out."
Through his courtroom "demeanor and conduct," Trump "put his hatred and disdain on full display," Judge Kaplan says in a remarkable passage. Image
Read 3 tweets
Apr 25
Please compare this Mig-29 100m^2 front facing radar cross section fail...

1/
...To this front end view of the Russian Su-57.

Those radar blocking covers reduce Su-57 engine performance when the Russians most need it for non-afterburner supercruise performance.

2/ Image
US stealth airframes and the Chinese J-20 use s-shaped air intakes covered with radar absorbing materials to hide the front of their jet engines.

3/3 Image
Read 4 tweets
Apr 25
1/ It's finally time to publish some actual figures from the updated AFV count made by @HighMarsed and myself. First thread is on MT-LBs, the humble workhorse of the Russian military, and how it's close to storage depletion. Image
2/ First of all, here are the prewar numbers, including MT-LBs, in Russian storage. As you can see, after a second recount of prewar storage we found 2,461 MT-LBs in storage:
3/ However, in the most recent footage there were only 921 left. Image
Read 28 tweets
Apr 25
well, time for another math lesson, federal budget style. remember this date, because we will be doing this again in thirty-five days. Image
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Read 7 tweets
Apr 25
all the Zionists are going insane because their "mass rape" hoax is collapsing in the mainstream, so they're desperately smearing anyone who dares expose it for the genocidal atrocity propaganda it is. Susan Sarandon is right
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notice how they never cite any of the supposedly vast amount of "substantiated evidence". Because there isn't any. In fact the opposite: All of it, literally all of it, has been debunked over and over again, most recently by Israel's own Haaretz:
over the past 7 months we have seen the total collapse of the "mass rape" hoax, even forcing the New York Times to acknowledge that it lied, though desperately trying to cover it up in the most deranged way imaginable:

Read 7 tweets
Apr 25
Sad Story of How Afonja Lost ILORIN and Its Kingship to Fulani People.

A must thread 🧵

Retweet to educate someone

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The rivalry between the Fulani and Afonja descendants over the throne of Ilorin is rooted in history.
While the Fulani rest the case of their claim to the kingship of the ancient town on the fact that the monarch had from the time immemorial been produced by them,
Read 30 tweets
Apr 25
Roger Froikin @rlefraim wrote, "WATCHING THE IMMUNITY HEARING AT THE US Supreme Court

I find it interesting that the Lawyer for the Special Council has made two big errors in his argument. In fact he has contradicted himself several times.
1)
1. He is basing his argument on the assumption that Immunity for Acts of a President is not needed as prosecutors and grand juries are always honest, non-political and objective. OF COURSE THAT IS ABSURD.
2)
WE HAVE WITNESSED THE POLITICIZATION OF THE JUSTICE DEPARTMENT AND THE PROSECUTOR. In short, Trump should be denied immunity because we should all trust the Government. Justice Alito questioned this assumption.
3)
Read 9 tweets

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