thegraywolff

A brief gallivant about the marketplace of ideas.

Tag: Elon Musk

Read : 2020-01-11

Today’s selection of articles:

  1. Will we ever figure out how to talk to boys about sex?” by Peggy Orenstein (NY Times, 2020-01-10).
  2. Musk is dancing for a reason” by Louis Stevens (Seeking Alpha, 2020-01-10).
  3. The flaws a Nobel Prize-winning economist wants you to know about yourself” by Eshe Nelson (Quartz, 2017-10-09).
  4. The equality conundrum” by Joshua Rothman (The New Yorker, 2020-01-06).
  5. Japan, the ambiguous, and myself” by Kenzaburō Ōe (Nobel Lecture, 1994-12-07).

Read : 2019-09-24

Today’s selection of articles:

  1. Ordinary people focus on the outcome. Extraordinary people focus on the process.“, by Anthony Moore (Medium, 2018-08-28).
  2. How to talk to a woman“, by John Gorman (Medium, 2018-01-29). This article conflates dominance, respect, and safety.
  3. 10 habits of consistently happy people“, by Anton Chevalier (Medium, 2019-04-08).
  4. Pinterest: The only way to go is down“, by Gary Alexander (Seeking Alpha, 2019-09-23).
  5. Tesla’s SolarCity acquisition was a bailout in disguise, lawsuit argues“, by Ryan Fernandez (Biz Journals, 2019-09-24).

Read : 2019-09-14

Today’s selection of articles:

  1. In Edward Snowden’s new memoir, the disclosures this time are personal“, by Jennifer Szalai (NY Times, 2019-09-13).
  2. Felicity Huffman sentenced to 14 days in jail for her role in college admissions cheating scandal“, by Katie Reilly (Time, 2019-09-13).
  3. ‘There’s no such thing as cold, hard reality’: meet the hyperloop’s truest believers“, by Aaron Gordon (Jalopnik, 2019-09-09).

Read : 2019-07-17

Today’s selection of articles:

  1. Elon Musk’s Neuralink shows off advances to brain-computer interface“, by Daniela Hernandez & Heather Mack (Wall Street Journal, 2019-07-17).
  2. Tech hearings: Congress unites to take aim at Amazon, Apple, Facebook and Google“, by Steve Lohr, Mike Isaac, & Nathaniel Popper (NY Times, 2019-07-16). What is the goal of the people in government with these attacks? Really, what is really their goal? When viewed in the framework of a struggle for power, for dominance, for challenging versus preserving the status quo, for redirecting disappointment and anger against a common external “enemy”, these staged hearings (“I may remind you, sir. You are under oath.” — barf) make sense. This isn’t to say such frameworks tell the whole story, but they seem consistent with telling at least part of the story. Out of your own mouth will I judge you, you wicked public servants. “I may remind you, madams and sirs. You are under social contract to serve the people. Under your service did these companies acquire the power and commit the acts you now make a show of condemning. You speak of trust. Do Americans trust their government? Do Americans trust you?”

Read : 2019-04-26

Today’s selection of articles:

  1. Special briefing: Your (unredacted) Mueller report takeaways“, by OZY editors (OZY, 2019-04-19).
  2. Tesla’s earnings were a ‘debacle,’ says longtime bull in scorching commentary“, by Ciara Linnane & Claudia Assis (Market Watch, 2019-04-26).
  3. Jacob Collier discusses negative harmony and how to learn music“, by Danilo8208SS (YouTube, 2017-04-29).

Read : 2018-12-11

Today’s selection of articles:

  1. Macron announces measures to placate protesters“, by Stacy Meichtry & Noemie Bisserbe (Wall Street Journal, 2018-12-10).
  2. Calculating the risk of college“, by Douglas Belkin & Dylan Moriarty (Wall Street Journal, 2018-12-10).
  3. Elon Musk is daring the SEC to come at him. Will it?“, by Annie Gaus (The Street, 2018-12-11).
  4. Layoffs become the latest thing in cryptocurrency“, by Paul Vigna (Wall Street Journal, 2018-12-10).

Read : 2018-11-05

Today’s selection of articles:

  1. Mary Keitany wins her fourth title at the 2018 New York City Marathon“, by Erin Strout (Runner’s World, 2018-11-04).
  2. Mystery math whiz and novelist advance permutation problem“, by Erica Klarreich (Quanta Magazine, 2018-11-05).
  3. Why the mid-terms matter” (The Economist, 2018-11-03). Arguing for the theoretical hope in America’s midterm elections.
  4. Common sense on the caravan“, by The Editorial Board (NY Times, 2018-11-02).
  5. Tesla’s Elon Musk is raising an important question about job titles“, by Lila MacLellan (Quartz, 2018-10-30). OK, maybe not raising, but broadcasting, via Twitter.

Investing articles:

  1. Apple will stop revealing how many iPhones it sells. That’s a bad sign.“, by Peter Eavis (NY Times, 2018-11-02).
  2. Tesla’s 10-Q reveals Q3 may not have been profitable after all“, by Anton Wahlman (Seeking Alpha, 2018-11-02). Note that the author is short TSLA.
  3. Tesla’s main product isn’t cars, it’s subsidies“, by Anton Wahlman (Real Money, 2018-11-05). Note that the author is short TSLA (and the author of the preceding article). Here is TSLA’s 2018 Q3 10-Q form.

Read — 2018-10-09

Today’s selection of articles:

  1. Tesla on path to profitability this year and 70% stock gain, Macquarie says“, by Michael Sheetz (CNBC, 2018-10-09).
  2. Macquarie puffs up Tesla“, by Joe Aston (Financial Review, 2018-10-09). A skeptical response to Macquarie’s sanguine predictions.
  3. Elon Musk’s outbursts are his pushback against the status quo, ex-colleague Reid Hoffman says“, by Berkeley Lovelace, Jr. (CNBC, 2018-10-09). Hoffman — successively a director, COO, and executive vice president of PayPal from 2000–2002, which overlapped with Musk (see [1] and [2]) — argues that Musk’s pushbacks stem from different focus on time horizons.
  4. ‘Cult of founders’ is becoming a real problem in Silicon Valley: Roger McNamee“, by Falyn Page (CNBC, 2018-10-05). Great innovators don’t necessarily make great business leaders. Reasons may include inability to delegate effectively and difficulty accepting criticism.

Read — 2018-10-03

Today’s selection of articles:

  1. Amazon sets $15 minimum wage for U.S. employees, including temps“, by Bill Chappell, Laurel Wamsley (National Public Radio, 2018-10-02). Props to Bezos and Amazon for taking care of its workers and its shareholders. Though AMZN is down in the days since this news, I believe it will be long-term beneficial for the company. It will be November-1-term beneficial for its workers.

    We listened to our critics, thought hard about what we wanted to do, and decided we want to lead.
    –Jeff Bezos, CEO of Amazon

  2. In praise of mediocrity“, by Tim Wu (NY Times, 2018-09-29). Wu’s encouragement, that we don’t have to be great at our hobbies, may seem at variance with how we conduct ourselves in other facets of life. What I would argue is that we should feel no expectation to be immediately great at our hobbies. (Disclaimer: If you use social media, you may very well feel such expectation.) If we enjoy it, keep at it, and focus on the enjoyment and improvement, not on how far you are from someone else. Odds are, if we keep at it, and have positive motivation, soon enough we’ll become fairly good. Maybe even great. Whatever that means.
  3. The first ‘social network’ of brains lets three people transmit thoughts to each other’s heads“, by Emerging Technology (MIT Technology Review, 2018-09-29).
  4. Uber Eats and the $6 billion bookings run rate: The AI success story no one is talking about“, by VB Staff (Venture Beat, 2018-10-02). The role of AI — and data sharing among Uber’s various ventures — in building business.
  5. America’s missing labor party“, by David Sessions (The New Republic, 2018-10-03). The article’s author uses Erik Loomis’s new book, “A history of America in ten strikes”, to briefly discuss the history of the U.S. labor movement.

    For most of American history, politicians and courts have given employers nearly unrestricted control over the terms of work, and they have offered the resources of the state—above all, the military and police—to enforce those terms.

    This next quote evokes sentiments expressed during recent teacher strikes in the U.S.:

    American labor militancy has always been about more than pay, with workers seeking respect and fairness in the workplace.

Selected articles on investing:

  1. Stitch Fix shares tank after sales miss, but analysts remain bullish“, by Tonya Garcia & Ciara Linnane (Market Watch, 2018-10-02).
  2. Eventbrite: What’s the upside from the IPO price?“, by David Krejca (Seeking Alpha, 2018-10-02). Note that the author owns shares of Eventbrite (EB). The analysis in this article seems limited to a digest of Eventbrite’s Form S-1 and a simple revenue-growth model that assumes constant 50% growth (EB’s year-over-year growth rate from 2016 to 2017) for the next three years.
  3. Is Eventbrite a buy?“, by Brian Feroldi (The Motley Fool, 2018-09-26). This article appears to focus on heuristics and thought experiment. (E.g., “Does it seem like content creators are sticking with the platform? Yes, it seems like they might be.”) While the article concludes that Eventbrite does not carry risk of excess customer concentration (“No single customer accounted for more than 10% of revenue or accounts receivable in the last three years”), it’s worth noting that 5% of content creators account for 46% of Eventbrite’s revenue (see here). (These 5% of content creators also happen to be non-self-referred, i.e. Eventbrite pays for advertising to attract.) I would contend the risk associated with excess customer concentration indeed exists for Eventbrite.
  4. Tesla wavers amid report James Murdoch floated to replace Elon Musk as chairman“, by Martin Baccardax (The Street, 2018-10-03).
  5. The 5 biggest investing mistakes I’ve ever made“, by Brian Feroldi (The Motley Fool, 2018-09-23). Reviewing your past performance to improve your future performance is a good exercise.

Read — 2018-10-01

Today’s selection of articles:

  1. Tesla shares bounce back after Friday’s decline“, by Allison Prang (Wall Street Journal, 2018-10-01).
  2. Facebook is very, very cheap again“, by Gary Alexander (Seeking Alpha, 2018-10-01).