I think this is the reason for the weird pivot to humanoid robots and for taking SpaceX public even though he originally said he wouldn’t. Better story for the investors than EVs.

Raising your hand alone is a common gesture that pretty much everyone has done. Saying “my heart goes out to you” gives plausible deniability. But making the hand gesture while clicking your heels together and snapping to attention with a stern jaw-jutting look on your face is pretty unmistakably a nazi salute.

Elon has publicly denied it was a nazi salute, but any normal person would go a step further and also disavow neo nazi ideology in the same breath. But doing that would break the dog whistle effect.

Some people say he’s just trolling, and yes, Elon likes to troll. But trolling or not, it has the same effect if you don’t also renounce neo nazism. It normalizes and shows you are comfortable with it.

Can I prove he’s a neo nazi? No I haven’t gone through his wallet and found his membership card. But his support for the AfD and all his great-replacement-theory adjacent talk are strong signals.

https://en.wikipedia.org/wiki/Wag_the_dog

Lex got his PhD at Drexel over a decade ago. If he had pursued an academic career, he would most likely be an associate professor by now. Working as a researcher at a lab at a university that you aren’t a faculty member of is basically “failure to launch” at this stage.

But Lex is a successful podcaster. His dad is a successful academic and scientist (at Drexel.) Lex is not that, but he plays one on the internet.

“MOST stories about politics, or crime, or sports, or celebrities, unless they're evidence of some interesting new phenomenon. Videos of pratfalls or disasters, or cute animal pictures. If they'd cover it on TV news, it's probably off-topic.”

Emphasis mine

On the other hand, if you actively click on an article, read it, and make multiple posts on it, well that’s on you.

If anyone views the current situation as a problem, there is no viable solution that doesn’t involve removing MAGA from power.

If Trump can incite violence then he can invoke the insurrection act, or perhaps declare some form of martial law to seize more power. Perhaps even parlay this into cancelling the midterm elections.

I consider tech workers to be “my tribe” and am curious to know what others think about what’s happening in the world around us.

I’ve also come to consider him to be a skilled business person. He negotiated a ridiculous low price for the Fremont ex-NUMMI plant. He secured funding to enable Tesla to survive the GFC. The list goes on. I’d argue that Elon’s biggest wins were business related, not technical. Not that there weren’t technical accomplishments, it’s just that the technological accomplishments were more incremental SV type stuff whereas the business accomplishments were more heroic. I also give Tesla credit for the success of model S. But I consider that to be a function of good execution, not of technology. If that would have flopped it would have been the end. But there were many possible ways for Tesla to die back then.

One of Elon’s key business skills is his ability to sell a narrative. I guess that goes hand in hand with the “bullshitter” thing. He seems to have a magical ability to hypnotize fanboys and investors into believing that Tesla is more than it actually is.

The auto industry is not very sexy from an investor point of view. It’s a mature market, very capital intensive, high risk, low margin. Yet somehow Tesla achieves an outsized market cap.

As humorously noted in the HBO Silicon Valley “no revenue” scene, investors reward you for future promises and punish you on actual delivery. But what if you could promise a future that remains perpetually in the future? And every delivery is not an end, but only a step along the way to this utopian/distopian vision? What if you “promise the moon”, er, I mean Mars? If you did this, then maybe you could have a perpetual pure play that never expires.

So back to the article. Is this the demise of Tesla? I don’t know if Tesla necessarily has “no path forward” as “just a car company”. But I think Elon’s ability to sell the “sci-fi future” is wearing out. Tesla has delivered on some difficult business cases with incremental technology, but the track record on the “impossible future“ stuff isn’t good. Also, the mainstream EV industry will become increasingly commoditized with new Chinese entrants, eroding margins. Tariffs keep you in saturated markets and don’t help you in growing markets. So maybe a bit of a demise for all?

Yes, humans don’t have built in lidar. But humans do use tools to augment their capabilities. The car itself is one example. Birds don’t have jet engines, props, or rotors… should we not use those?