1/ Now that the election has been called and voter fraud dismissed, it’s time to search for other frauds. Let’s look at $TSLA Full Self Drive. About 3 weeks ago, Tesla released its Beta version to a limited audience of Tesla influencers.

2/ The influencers were supposed to flood social media with praise and testimonial videos. Instead, FSD performance was so bad that every video contained errors, many requiring driver intervention.
3/ Excuses were made. “Remember, this is only Beta”. “I’m teaching it to drive down this street”. But the reality clear to everyone was that Tesla’s Beta FSD is anything but Full Self Drive.
4/ Beta release – what does that mean? It means that the software is a candidate for production release. It means 100% of the specification has been implemented. It means only clean-ups remain.
5/ So how is it possible that FSD performs so poorly after all the hype? Certainly, there’s an element of time pressure to fulfill the Robotaxi proclamation. And similar pressure from Waymo’s competition.
6/ But timelines have never carried much weight at Tesla. What’s different this time? Why release Beta FSD when it’s clearly not ready for production?
7/ The answer is that this is as good as FSD gets. This is the best that Tesla can do with the resources (hardware and software) available. There’s no breakthrough on the horizon.
8/ There’s really no choice but to pronounce “feature complete” and book the deferred revenue.
9/ For $TSLA fans, the FSD release is disappointing. For $TSLAQ skeptics, the FSD release is worse than imagined. For Elon, the FSD release is capitulation.
10/ Hat tip to so many who have provided FSD commentary/analysis, especially @Tweetermeyer and @GretaMusk

More from Tech

There has been a lot of discussion about negative emissions technologies (NETs) lately. While we need to be skeptical of assumed planetary-scale engineering and wary of moral hazard, we also need much greater RD&D funding to keep our options open. A quick thread: 1/10

Energy system models love NETs, particularly for very rapid mitigation scenarios like 1.5C (where the alternative is zero global emissions by 2040)! More problematically, they also like tons of NETs in 2C scenarios where NETs are less essential.
https://t.co/M3ACyD4cv7 2/10


In model world the math is simple: very rapid mitigation is expensive today, particularly once you get outside the power sector, and technological advancement may make later NETs cheaper than near-term mitigation after a point. 3/10

This is, of course, problematic if the aim is to ensure that particular targets (such as well-below 2C) are met; betting that a "backstop" technology that does not exist today at any meaningful scale will save the day is a hell of a moral hazard. 4/10

Many models go completely overboard with CCS, seeing a future resurgence of coal and a large part of global primary energy occurring with carbon capture. For example, here is what the MESSAGE SSP2-1.9 scenario shows: 5/10
1. One of the best changes in recent years is the GOP abandoning libertarianism. Here's GOP Rep. Greg Steube: “I do think there is an appetite amongst Republicans, if the Dems wanted to try to break up Big Tech, I think there is support for that."

2. And @RepKenBuck, who offered a thoughtful Third Way report on antitrust law in 2020, weighed in quite reasonably on Biden antitrust frameworks.

3. I believe this change is sincere because it's so pervasive and beginning to result in real policy changes. Example: The North Dakota GOP is taking on Apple's app store.


4. And yet there's a problem. The GOP establishment is still pro-big tech. Trump, despite some of his instincts, appointed pro-monopoly antitrust enforcers. Antitrust chief Makan Delrahim helped big tech, and the antitrust case happened bc he was recused.

5. At the other sleepy antitrust agency, the Federal Trade Commission, Trump appointed commissioners
@FTCPhillips and @CSWilsonFTC are both pro-monopoly. Both voted *against* the antitrust case on FB. That case was 3-2, with a GOP Chair and 2 Dems teaming up against 2 Rs.

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Department List of UCAS-China PROFESSORs for ANSO, CSC and UCAS (fully or partial) Scholarship Acceptance
1) UCAS School of physical sciences Professor
https://t.co/9X8OheIvRw
2) UCAS School of mathematical sciences Professor

3) UCAS School of nuclear sciences and technology
https://t.co/nQH8JnewcJ
4) UCAS School of astronomy and space sciences
https://t.co/7Ikc6CuKHZ
5) UCAS School of engineering

6) Geotechnical Engineering Teaching and Research Office
https://t.co/jBCJW7UKlQ
7) Multi-scale Mechanics Teaching and Research Section
https://t.co/eqfQnX1LEQ
😎 Microgravity Science Teaching and Research

9) High temperature gas dynamics teaching and research section
https://t.co/tVIdKgTPl3
10) Department of Biomechanics and Medical Engineering
https://t.co/ubW4xhZY2R
11) Ocean Engineering Teaching and Research

12) Department of Dynamics and Advanced Manufacturing
https://t.co/42BKXEugGv
13) Refrigeration and Cryogenic Engineering Teaching and Research Office
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14) Power Machinery and Engineering Teaching and Research
Master Thread of all my threads!

Hello!! 👋

• I have curated some of the best tweets from the best traders we know of.

• Making one master thread and will keep posting all my threads under this.

• Go through this for super learning/value totally free of cost! 😃

1. 7 FREE OPTION TRADING COURSES FOR


2. THE ABSOLUTE BEST 15 SCANNERS EXPERTS ARE USING

Got these scanners from the following accounts:

1. @Pathik_Trader
2. @sanjufunda
3. @sanstocktrader
4. @SouravSenguptaI
5. @Rishikesh_ADX


3. 12 TRADING SETUPS which experts are using.

These setups I found from the following 4 accounts:

1. @Pathik_Trader
2. @sourabhsiso19
3. @ITRADE191
4.


4. Curated tweets on HOW TO SELL STRADDLES.

Everything covered in this thread.
1. Management
2. How to initiate
3. When to exit straddles
4. Examples
5. Videos on
1/“What would need to be true for you to….X”

Why is this the most powerful question you can ask when attempting to reach an agreement with another human being or organization?

A thread, co-written by @deanmbrody:


2/ First, “X” could be lots of things. Examples: What would need to be true for you to

- “Feel it's in our best interest for me to be CMO"
- “Feel that we’re in a good place as a company”
- “Feel that we’re on the same page”
- “Feel that we both got what we wanted from this deal

3/ Normally, we aren’t that direct. Example from startup/VC land:

Founders leave VC meetings thinking that every VC will invest, but they rarely do.

Worse over, the founders don’t know what they need to do in order to be fundable.

4/ So why should you ask the magic Q?

To get clarity.

You want to know where you stand, and what it takes to get what you want in a way that also gets them what they want.

It also holds them (mentally) accountable once the thing they need becomes true.

5/ Staying in the context of soliciting investors, the question is “what would need to be true for you to want to invest (or partner with us on this journey, etc)?”

Multiple responses to this question are likely to deliver a positive result.