Greg Wester
@gwestr.me
Technical Product Manager for AI platforms. Previously at $NFLX, $MSFT, $CRM. Driving coach Laguna Seca, Sonoma Raceway, and Thunderhill. Based in San Francisco, CA.
https://gwestr.substack.com
https://gwestr.substack.com
These roads are stained with the blood of startups that failed to become 2 product companies
November 11, 2025 at 4:51 PM
These roads are stained with the blood of startups that failed to become 2 product companies
Reposted by Greg Wester
WELLS: ".. Available $TSLA Oct delivery data shows steep weakness. Of the 4 major markets we track, Oct $TSLA deliveries are trending down -23%y/y, -54%m/m & YTD -9% y/y. The weakness is widespread across all markets."
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
November 11, 2025 at 3:32 PM
WELLS: ".. Available $TSLA Oct delivery data shows steep weakness. Of the 4 major markets we track, Oct $TSLA deliveries are trending down -23%y/y, -54%m/m & YTD -9% y/y. The weakness is widespread across all markets."
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Reiterates Underweight, $120 target
November 11, 2025 at 10:30 AM
Imagine if bitcoin started now and they had to explain “well it’s just like AI but instead of tokens or pixels you get nothing”
November 11, 2025 at 3:41 PM
Imagine if bitcoin started now and they had to explain “well it’s just like AI but instead of tokens or pixels you get nothing”
Want to solve the gov shutdown in a hurry? Ground all private jets.
November 11, 2025 at 3:31 PM
Want to solve the gov shutdown in a hurry? Ground all private jets.
Did they self report?
This a big deal: "China’s carbon dioxide emissions have been flat or falling for 18 months"
China's economy has grown by ~5% in the last year, so this comprehensively debunks the idea (again) that emissions are tied to growth. So yes, faster progress needed, but this is how you turn the corner.
China's economy has grown by ~5% in the last year, so this comprehensively debunks the idea (again) that emissions are tied to growth. So yes, faster progress needed, but this is how you turn the corner.
China’s CO2 emissions have been flat or falling for past 18 months, analysis finds
World’s biggest polluter on track to hit peak emissions target early but miss goal for cutting carbon intensity
www.theguardian.com
November 11, 2025 at 3:29 PM
Did they self report?
You know what’s good for the economy? Canceling hundreds of billions of dollars of seasonal travel and business
November 10, 2025 at 7:46 PM
You know what’s good for the economy? Canceling hundreds of billions of dollars of seasonal travel and business
Vibe coding before standup. We are so back
November 10, 2025 at 5:33 PM
Vibe coding before standup. We are so back
I got 96GB of DRAM for $334.85 in May. Seems impossible now, over $500 if you can get it.
November 10, 2025 at 3:01 PM
I got 96GB of DRAM for $334.85 in May. Seems impossible now, over $500 if you can get it.
There’s an easy way to solve TSA staffing issues. Just let everyone through unless they’re carrying a gun. Thanks for coming to my TED talk.
November 9, 2025 at 8:59 PM
There’s an easy way to solve TSA staffing issues. Just let everyone through unless they’re carrying a gun. Thanks for coming to my TED talk.
The least efficient way to order a dozen bagels
November 9, 2025 at 3:35 PM
The least efficient way to order a dozen bagels
Went to bed at 8PM on Saturday. AI stuff is exhausting
November 9, 2025 at 2:39 PM
Went to bed at 8PM on Saturday. AI stuff is exhausting
Brakes didn’t work, love the car doe
November 9, 2025 at 2:39 PM
Brakes didn’t work, love the car doe
the consumer is going to not to do so well but the other (energy) economy will grow
November 9, 2025 at 1:03 AM
the consumer is going to not to do so well but the other (energy) economy will grow
This car is a disaster. Park it with 20% on Sunday. It’s barely moving today.
November 8, 2025 at 6:29 PM
This car is a disaster. Park it with 20% on Sunday. It’s barely moving today.
Thanks, US health insurance provider
November 8, 2025 at 3:13 PM
Thanks, US health insurance provider
the mayor has no power because there’s a city council. Maybe just calm down and go about your business
November 8, 2025 at 12:13 AM
the mayor has no power because there’s a city council. Maybe just calm down and go about your business
Reposted by Greg Wester
Anytime a CEO starts complaining about the shorts, it’s a strong indicator their company is an overhyped fraud. I believe the correlation is 💯% www.cnbc.com/2025/11/07/p...
Palantir CEO Karp twice slams short sellers as stock suffers worst week since April
Palantir CEO Alex Karp twice confronted short sellers this week as the company's shares suffered a double-digit drop.
www.cnbc.com
November 7, 2025 at 11:11 PM
Anytime a CEO starts complaining about the shorts, it’s a strong indicator their company is an overhyped fraud. I believe the correlation is 💯% www.cnbc.com/2025/11/07/p...
Tron mode working flawlessly
November 7, 2025 at 7:29 PM
Tron mode working flawlessly
BMW i1 clowning on the Cyberkkkab
November 7, 2025 at 7:05 PM
BMW i1 clowning on the Cyberkkkab
so 25% of Tesla's shares voted no. let's say 10% of them sell.
November 7, 2025 at 3:05 PM
so 25% of Tesla's shares voted no. let's say 10% of them sell.
Updating 6 apple devices
November 7, 2025 at 4:44 AM
Updating 6 apple devices
🤌🤌🤌🤌
“It has no real purpose other than to strategically plant lies into a reference manual. This renders it not only a malevolent product, but a lousy one.”
www.sfgate.com/sf-culture/a...
www.sfgate.com/sf-culture/a...
I tried Elon Musk's Wikipedia clone and boy is it racist
SFGATE columnist Drew Magary tested out Grokipedia and has some notes.
www.sfgate.com
November 7, 2025 at 2:25 AM
🤌🤌🤌🤌