The amazing thing about this Tesla Master Plan presentation is most people who claim to be serious about climate change:

a. couldn't give you the break down of overall fossil fuel use like this

b. understand the tactical, practical changes you could make to change it

Ironic, because so many of them "hate" Elon.

Used to consult for Tesla and stan him until last year. The haters haven’t changed but there’s a new, broader basis for skepticism. It’s hard to take him seriously just on the basis of his science being good. There’s too much Elon-bullshit-shenanigans risk now. He’s still smart. He’s just not trustworthy no

Delver at contraptions.venkateshrao.com, running summerofprotocols.com, host of /gloom ☀️

I’m going to stay in but maintain a smaller position. Currently feeling overexposed to meme stock bs.

Up 10-15x on my initial TSLA purchases, I think there’s a reasonable chance it’s a 10x from here in the next 10 years

Fwiw have also been long $tsla for rears and the stock has been good to me. Still up 8x. But I’m unwinding slowly anyway because of Elon-risk.

They have the capacity. If Elon doesn’t get high and big another 50b for some other random misadventure, tank the stock, invite SEC actions, and drive the best employees out in frustration

Let's get tactical -- do you think Tesla launches a residential heat pump in the next 3 years and is it the most popular model in 5 years?