Amy

@Amy787 • 22,887 subscribers

TSLA investor, After IPO 2010–present. SPCX investor, IPO - present. B787 FO. If there isn’t a blue check—it isn’t me.

Shorts

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

36,385 views

Wall Street does not think big enough. IE, Wall Street limits the addressable market for Optimus to the Earth. I guess Wall Street spaced it that Elon Musk also owns a rocket company?? Elon Musk: “Optimus will be the first Von Neumann machine, capable of building civilization itself on any viable planet”. There is a lesson here for Wall Street - Think BIGGER. Think Interstellar.

Wall Street does not think big enough. IE, Wall Street limits the addressable market for Optimus to the Earth. I guess Wall Street spaced it that Elon Musk also owns a rocket company?? Elon Musk: “Optimus will be the first Von Neumann machine, capable of building civilization itself on any viable planet”. There is a lesson here for Wall Street - Think BIGGER. Think Interstellar.

54,568 views

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JB Straubel nominated for Tesla Board of Directors. Elon Musk: ‘The worst business decision I ever made was not starting Tesla with just JB Straubel’.

JB Straubel nominated for Tesla Board of Directors. Elon Musk: ‘The worst business decision I ever made was not starting Tesla with just JB Straubel’.

1,015,991 views • 3 years ago

TESLA Tesla doesn’t just build EVs…. Tesla builds SMART EVs with ACTIVE SAFETY. Tesla’s AEB—beats other 5-Star rated cars by a wide margin.. Video below. Watch to the end! Safety is Priority #1.

TESLA Tesla doesn’t just build EVs…. Tesla builds SMART EVs with ACTIVE SAFETY. Tesla’s AEB—beats other 5-Star rated cars by a wide margin.. Video below. Watch to the end! Safety is Priority #1.

795,987 views • 2 years ago

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

STARLINK Airline pilots having access to good wifi - and therefore updated turbulence data and weather charts - crossing oceans increases the margin of safety. Great circle routes mean we DO fly over the poles and of course, crossing oceans is necessary too for the long haul flights I fly. PHOTOS: Starlink vs Amazon satellites. Note the gaps. Delta chose Amazon. Amazon is a thousands of satellites shorts of global coverage. Plus Weather charts like radar of the entire storm, and turbulence plots. Radar on board looks at a narrow band ahead, wifi gives us the whole system. Legacy systems, like ACARs can send this information, but it lacks the immediacy and route overlap.

36,385 views • 1 month ago

TESLA: Hold on to your stock! “In 20 years, I'd say Tesla's got factories on the moon. Basically, I see a very prosperous future for Tesla. It's difficult to predict anything in 20 years, but if you say, I think 5 years to 10 years, I could say Tesla has an extremely bright future. And I would say, hold on to your Tesla stock, it's going to be worth a lot I think. That's my bet.” Elon Musk

TESLA: Hold on to your stock! “In 20 years, I'd say Tesla's got factories on the moon. Basically, I see a very prosperous future for Tesla. It's difficult to predict anything in 20 years, but if you say, I think 5 years to 10 years, I could say Tesla has an extremely bright future. And I would say, hold on to your Tesla stock, it's going to be worth a lot I think. That's my bet.” Elon Musk

79,552 views • 3 months ago

TESLA: Is the major growth behind the company - or ahead of it?? That is always an important question to ask. But Tesla has Elon Musk. And Elon Musk thinks at scales that might cause other CEO’s brains to short-circuit. While they are planning a flashy product demo; Elon Musk is planning for: ♦️ A BILLION AI Chips ♦️100 MILLION Robots ♦️A Terawatt of Power Plans this big require vertical integration; an obsessive focus on locking down supply chains (moving suppliers to YOUR timeline); and removing all obstacles, unnecessary parts or processes —especially when the full ecosystem must align to deliver at this scale. Plans this big can dwarf Tesla’s 43% compounded returns to date. Spectacular which made Larry Fink suggest you should invest in growth, specifically in Elon Musk. Spectacular returns which Larry Fink contrasted to Blackrock’s own returns of ~21%. ♦️Do you think Elon Musk can do it? I follow the infrastructure moves closely — ground broken on the Terafab research fab lab, industrial machines being ordered, job listings for chip experts in Seoul and Taiwan, and the Optimus line taking over the Model S/X floor space in Fremont. ♦️My answer is Elon Musk ALREADY IS. Doubters can get out of his way. Elon Musk will bend reality to achieve his ambition.

TESLA: Is the major growth behind the company - or ahead of it?? That is always an important question to ask. But Tesla has Elon Musk. And Elon Musk thinks at scales that might cause other CEO’s brains to short-circuit. While they are planning a flashy product demo; Elon Musk is planning for: ♦️ A BILLION AI Chips ♦️100 MILLION Robots ♦️A Terawatt of Power Plans this big require vertical integration; an obsessive focus on locking down supply chains (moving suppliers to YOUR timeline); and removing all obstacles, unnecessary parts or processes —especially when the full ecosystem must align to deliver at this scale. Plans this big can dwarf Tesla’s 43% compounded returns to date. Spectacular which made Larry Fink suggest you should invest in growth, specifically in Elon Musk. Spectacular returns which Larry Fink contrasted to Blackrock’s own returns of ~21%. ♦️Do you think Elon Musk can do it? I follow the infrastructure moves closely — ground broken on the Terafab research fab lab, industrial machines being ordered, job listings for chip experts in Seoul and Taiwan, and the Optimus line taking over the Model S/X floor space in Fremont. ♦️My answer is Elon Musk ALREADY IS. Doubters can get out of his way. Elon Musk will bend reality to achieve his ambition.

12,507 views • 1 month ago

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