Kristin
@hlk01.bsky.social
Reposted by Kristin
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
A Quick Look at How Bad Tesla's Start of Q4 Is
In all countries that report monthly Tesla sales (ex-North America), Tesla's October sales fell by 33% YoY to new lows since 2022's pandemic.
open.substack.com
November 13, 2025 at 11:40 PM
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Reposted by Kristin
Yay, the even worse option of lots of small taxes upsetting noisy lobby groups.
November 13, 2025 at 10:36 PM
Yay, the even worse option of lots of small taxes upsetting noisy lobby groups.
Reposted by Kristin
“Fearless journalism is what terrifies politicians, and it must not be cowed."
The BBC must stand up to Trump's $1 billion lawsuit - or risk legitimising the president's false narrative of what really happened on January 6
www.thenewsagents.co.uk/article/if-t...
The BBC must stand up to Trump's $1 billion lawsuit - or risk legitimising the president's false narrative of what really happened on January 6
www.thenewsagents.co.uk/article/if-t...
'If the BBC backs down to Trump, it doesn’t deserve to survive’ | The News Agents
What’s the next move for the BBC, after Donald Trump’s threat to sue the broadcaster for a billion dollars – and why what it decides will influence much more than its own future.
www.thenewsagents.co.uk
November 11, 2025 at 4:46 PM
“Fearless journalism is what terrifies politicians, and it must not be cowed."
The BBC must stand up to Trump's $1 billion lawsuit - or risk legitimising the president's false narrative of what really happened on January 6
www.thenewsagents.co.uk/article/if-t...
The BBC must stand up to Trump's $1 billion lawsuit - or risk legitimising the president's false narrative of what really happened on January 6
www.thenewsagents.co.uk/article/if-t...
Reposted by Kristin
🇵🇱🇪🇺 Polish FM Sikorski:
I’m in favor of the European Union starting to have some defense capability of our own so that we don’t have to call on the United States in every emergency.
We should be capable of sorting out some warlord in Libya or the Balkans next time around.
I’m in favor of the European Union starting to have some defense capability of our own so that we don’t have to call on the United States in every emergency.
We should be capable of sorting out some warlord in Libya or the Balkans next time around.
November 12, 2025 at 8:25 PM
🇵🇱🇪🇺 Polish FM Sikorski:
I’m in favor of the European Union starting to have some defense capability of our own so that we don’t have to call on the United States in every emergency.
We should be capable of sorting out some warlord in Libya or the Balkans next time around.
I’m in favor of the European Union starting to have some defense capability of our own so that we don’t have to call on the United States in every emergency.
We should be capable of sorting out some warlord in Libya or the Balkans next time around.
Reposted by Kristin
Reposted by Kristin
Huge scoop from Ed, who had several years of financial reports leaked to him. OpenAI has been over-reporting their revenue. The company is even less profitable than we knew.
Exclusive: Based on documents viewed by this newsletter, OpenAI spent over $12.4 billion on inference from 2024 to September 2025. As part of its Microsoft revenue share, it sent $493.8m in 2024/$865.8m Jan-Sep 2025, implying lower revenues than previously reported.
www.wheresyoured.at/oai_docs/
www.wheresyoured.at/oai_docs/
Exclusive: Here's How Much OpenAI Spends On Inference and Its Revenue Share With Microsoft
As with my Anthropic exclusive from a few weeks ago, though this feels like a natural premium piece, I decided it was better to publish on my free one so that you could all enjoy it. If you liked or f...
www.wheresyoured.at
November 12, 2025 at 5:21 PM
Huge scoop from Ed, who had several years of financial reports leaked to him. OpenAI has been over-reporting their revenue. The company is even less profitable than we knew.
Reposted by Kristin
Weird AF.
Trump: "If we die, we must die and we as men we die without complaining."
November 11, 2025 at 7:13 PM
Weird AF.
Reposted by Kristin
There's a part 2 to this Byline Times article by Dr Nafeez Ahmed. Not delved into it myself yet, but fill yer boots if you like.
Just my own worthless opinion, but I think this is where the real story on the current BBC debacle is. Not that that will be widely reported.
bsky.app/profile/pete...
Just my own worthless opinion, but I think this is where the real story on the current BBC debacle is. Not that that will be widely reported.
bsky.app/profile/pete...
‼️The Pro-Trump Bias of the 'Neutral' Sources in the Leaked BBC 'Prescott Dossier'
@nafeez.bsky.social’s analysis of key sources in the memo about the BBC’s alleged ‘progressive bias’ shows it relied on highly partisan right-wing, Trump-aligned organisations
bylinetimes.com/2025/11/11/p...
@nafeez.bsky.social’s analysis of key sources in the memo about the BBC’s alleged ‘progressive bias’ shows it relied on highly partisan right-wing, Trump-aligned organisations
bylinetimes.com/2025/11/11/p...
The Pro-Trump Bias of the 'Neutral' Sources in the Leaked BBC 'Prescott Dossier'
Byline Times’ analysis of key sources in the memo about the BBC’s alleged ‘progressive bias’ shows it relied on highly partisan right-wing, Trump-aligned organisations
bylinetimes.com
November 11, 2025 at 3:40 PM
There's a part 2 to this Byline Times article by Dr Nafeez Ahmed. Not delved into it myself yet, but fill yer boots if you like.
Just my own worthless opinion, but I think this is where the real story on the current BBC debacle is. Not that that will be widely reported.
bsky.app/profile/pete...
Just my own worthless opinion, but I think this is where the real story on the current BBC debacle is. Not that that will be widely reported.
bsky.app/profile/pete...
Reposted by Kristin
Oh look. There really are "no go areas" in England.
And they're marked by St George's flags
www.theguardian.com/society/2025...
And they're marked by St George's flags
www.theguardian.com/society/2025...
NHS staff who visit patients at home say St George’s flags can mean ‘no-go zones’
Black and Asian staff left feeling ‘deliberately intimidated’, according to chief executive of one NHS trust
www.theguardian.com
November 11, 2025 at 8:00 AM
Oh look. There really are "no go areas" in England.
And they're marked by St George's flags
www.theguardian.com/society/2025...
And they're marked by St George's flags
www.theguardian.com/society/2025...
Reposted by Kristin
Legal experts reckon Trump’s chances of successfully suing the BBC are slim.
Still, the official Tory position is that the corporation should “grovel” to the US president.
www.huffingtonpost.co.uk/entry/tories...
Still, the official Tory position is that the corporation should “grovel” to the US president.
www.huffingtonpost.co.uk/entry/tories...
Tories Slammed For Saying BBC Should 'Grovel' To Donald Trump
The US president has threatened to sue the corporation for $1 billion.
www.huffingtonpost.co.uk
November 11, 2025 at 10:44 AM
Legal experts reckon Trump’s chances of successfully suing the BBC are slim.
Still, the official Tory position is that the corporation should “grovel” to the US president.
www.huffingtonpost.co.uk/entry/tories...
Still, the official Tory position is that the corporation should “grovel” to the US president.
www.huffingtonpost.co.uk/entry/tories...
Reposted by Kristin
This does feel like key information tbh. Wonder why budding tyrant Donald Trump would want to muzzle a trusted independent news source 🤔
Nowhere in the hysterical pile-on against the BBC in the British press has anyone mentioned that BBC News now has 77 million viewers & listeners in the US and has established itself as the second most trusted news source there.
November 11, 2025 at 9:14 AM
This does feel like key information tbh. Wonder why budding tyrant Donald Trump would want to muzzle a trusted independent news source 🤔
Reposted by Kristin
The reaction to the Panorama edit has been nothing short of hysterical. Yes the BBC has some impartiality problems. But its biggest isn't the one you think.
New piece from me.
open.substack.com/pub/goodalla...
New piece from me.
open.substack.com/pub/goodalla...
The truth about impartiality at the BBC
And the hysteria of the current "crisis"
open.substack.com
November 10, 2025 at 7:22 PM
The reaction to the Panorama edit has been nothing short of hysterical. Yes the BBC has some impartiality problems. But its biggest isn't the one you think.
New piece from me.
open.substack.com/pub/goodalla...
New piece from me.
open.substack.com/pub/goodalla...
Reposted by Kristin
SUPERB and angrily unvarnished response, by former BBC chairman, Lord Patten.
"I don't think that we should allow ourselves to be bullied into thinking that the BBC is only any good, if it reflects the prejudice of the last person who shouted at it." ~AA
"I don't think that we should allow ourselves to be bullied into thinking that the BBC is only any good, if it reflects the prejudice of the last person who shouted at it." ~AA
November 10, 2025 at 6:40 PM
SUPERB and angrily unvarnished response, by former BBC chairman, Lord Patten.
"I don't think that we should allow ourselves to be bullied into thinking that the BBC is only any good, if it reflects the prejudice of the last person who shouted at it." ~AA
"I don't think that we should allow ourselves to be bullied into thinking that the BBC is only any good, if it reflects the prejudice of the last person who shouted at it." ~AA
Reposted by Kristin
Headline from a serious and long working paper on the economic impact of Brexit. Possible that this has been feeding into OBR and HMT discussions?
November 10, 2025 at 9:33 AM
Headline from a serious and long working paper on the economic impact of Brexit. Possible that this has been feeding into OBR and HMT discussions?
Reposted by Kristin
Be clear, the American far right are coming for British democracy.
November 9, 2025 at 8:45 PM
Be clear, the American far right are coming for British democracy.
Reposted by Kristin
It’s ironic but predictable that the BBC duo -who tried so hard to please the right wing papers-are removed by the right wing papers.
November 9, 2025 at 6:46 PM
It’s ironic but predictable that the BBC duo -who tried so hard to please the right wing papers-are removed by the right wing papers.
Reposted by Kristin
The reason why Trump continues to fall for QAnon and satire posts and puts them out as fact is because he has dementia and has no idea what his own Admin is doing from day-to-day. That, and he’s a habitual liar. meidasnews.com/news/wow-tru...
meidasnews.com
November 9, 2025 at 4:38 PM
The reason why Trump continues to fall for QAnon and satire posts and puts them out as fact is because he has dementia and has no idea what his own Admin is doing from day-to-day. That, and he’s a habitual liar. meidasnews.com/news/wow-tru...
Reposted by Kristin
I think UK Labour has started to worry more about Zack Polanski than Nigel Farage.
November 9, 2025 at 6:11 PM
I think UK Labour has started to worry more about Zack Polanski than Nigel Farage.
Thread.. you nee to read it all.
A national newspaper journalist went on a British TV channel to claim police stats showed asylum-seekers committed 44% of sex crimes in Dorset.
This shocking claim was treated as fact by the channel which promoted the clip on social media where it was amplified by AI.
Except... it's bollocks.
This shocking claim was treated as fact by the channel which promoted the clip on social media where it was amplified by AI.
Except... it's bollocks.
November 9, 2025 at 5:07 PM
Thread.. you nee to read it all.
Reposted by Kristin
Trump's tariffs are hurting us in two ways:
First, the obvious: Higher costs → either lower profits or higher prices.
Second, more subtle (perhaps bigger): We’ve signaled we’re an unreliable partner, so allies are reorganizing supply chains to avoid us. That's hard to unwind.
First, the obvious: Higher costs → either lower profits or higher prices.
Second, more subtle (perhaps bigger): We’ve signaled we’re an unreliable partner, so allies are reorganizing supply chains to avoid us. That's hard to unwind.
November 8, 2025 at 1:51 PM
Trump's tariffs are hurting us in two ways:
First, the obvious: Higher costs → either lower profits or higher prices.
Second, more subtle (perhaps bigger): We’ve signaled we’re an unreliable partner, so allies are reorganizing supply chains to avoid us. That's hard to unwind.
First, the obvious: Higher costs → either lower profits or higher prices.
Second, more subtle (perhaps bigger): We’ve signaled we’re an unreliable partner, so allies are reorganizing supply chains to avoid us. That's hard to unwind.
Reposted by Kristin
Seriously? He has no idea how insurance works or how to govern. I’ll never get over 77 million people thinking a man this incompetent belongs anywhere near the Oval Office.
November 8, 2025 at 3:39 PM
Seriously? He has no idea how insurance works or how to govern. I’ll never get over 77 million people thinking a man this incompetent belongs anywhere near the Oval Office.