The Bear of Rathgar
@thebearofrathgar.bsky.social
Reposted by The Bear of Rathgar
I've said it before and I'll say it again: Elon Musk should be found guilty of manslaughter.
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
15 People Have Died in Crashes Where Tesla Doors Wouldn’t Open
There are no official statistics on the dangers of electric handles. So Bloomberg did its own analysis.
www.bloomberg.com
December 22, 2025 at 2:23 PM
I've said it before and I'll say it again: Elon Musk should be found guilty of manslaughter.
www.bloomberg.com/news/feature...
www.bloomberg.com/news/feature...
Le Pigeon d'Or 2025
Un prix aussi prestigieux que celui de la FIFA
open.substack.com
December 21, 2025 at 11:38 AM
ReLaTeD PaRty TRaNsAcTIoN
A Tesla Cybertruck is 223.7 inches long. 1,000 Cybertrucks, bumper to bumper, is 3.53 miles long. The Texas Starbase facility is just over 1 mile long. Just think about 2,000 Cybertrucks in that space: 7 Cybertrucks, side by side, bumper to bumper, the whole length. haha
$TSLA $TSLAQ
$TSLA $TSLAQ
December 20, 2025 at 6:04 AM
ReLaTeD PaRty TRaNsAcTIoN
Ça sent le sapin
Les performances passées ne préjugent pas des performances futures
open.substack.com
December 19, 2025 at 5:30 PM
Reposted by The Bear of Rathgar
Exactly this.
He's scared. Tesla sales are tanking, California is about to rule that "Full Self-Driving" is false advertising, Starship keeps blowing up, SpaceX loses too much money to IPO, and XAI is burning $10 billion/year for the 4th place chatbot.
It's over, he knows it, and only corruption can save him.
It's over, he knows it, and only corruption can save him.
SCOOP: Elon Musk — who threatened to launch a third party and support challengers to Republican incumbents during his dispute with Trump — is now firmly back in the GOP's camp having begun funding Republican midterms campaigns.
December 16, 2025 at 1:40 PM
Exactly this.
Reposted by The Bear of Rathgar
Polish up a bit on your French (or run it through your favorite translator) and you'll enjoy this piece from @thebearofrathgar.bsky.social as much as I did.
thebearofrathgar.substack.com/p/le-pigeon-...
thebearofrathgar.substack.com/p/le-pigeon-...
Le Pigeon d'Or 2025
Un prix aussi prestigieux que celui de la FIFA
thebearofrathgar.substack.com
December 12, 2025 at 2:20 PM
Polish up a bit on your French (or run it through your favorite translator) and you'll enjoy this piece from @thebearofrathgar.bsky.social as much as I did.
thebearofrathgar.substack.com/p/le-pigeon-...
thebearofrathgar.substack.com/p/le-pigeon-...
Reposted by The Bear of Rathgar
@wsj details how Oracle's deal with OpenAI has been a financial catastrophe waiting to happen.
I hope they do Nvidia and xAI soon.
www.wsj.com/tech/ai/orac...
I hope they do Nvidia and xAI soon.
www.wsj.com/tech/ai/orac...
Oracle Can’t Escape OpenAI’s Shadow
The ChatGPT parent still accounts for most of the software company’s revenue backlog.
www.wsj.com
December 11, 2025 at 1:49 PM
@wsj details how Oracle's deal with OpenAI has been a financial catastrophe waiting to happen.
I hope they do Nvidia and xAI soon.
www.wsj.com/tech/ai/orac...
I hope they do Nvidia and xAI soon.
www.wsj.com/tech/ai/orac...
Reposted by The Bear of Rathgar
1/2 Someone asked me to look at the Ark SpaceX model. Yes I have looked at it. Yes it's insane. Yes there are major problems with it. For mental health reasons I choose not to get into it, but will give just but one tidbit:
December 8, 2025 at 5:25 AM
1/2 Someone asked me to look at the Ark SpaceX model. Yes I have looked at it. Yes it's insane. Yes there are major problems with it. For mental health reasons I choose not to get into it, but will give just but one tidbit:
So, Enron or Cisco?
Two weeks ago I said that there were likely millions of uninstalled Blackwell GPUs sitting in warehouses as there is neither the data center capacity nor the power to turn them on. Michael Burry is looking into it and it looks like he’s got evidence I’m right.
www.wheresyoured.at/the-haters-g...
www.wheresyoured.at/the-haters-g...
December 8, 2025 at 1:20 PM
So, Enron or Cisco?
Reposted by The Bear of Rathgar
The top-10 carmakers by market cap make up 75% of global passenger car sales.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
December 4, 2025 at 2:27 PM
The top-10 carmakers by market cap make up 75% of global passenger car sales.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
Reposted by The Bear of Rathgar
Oh, and the stock is +130% higher now than it was at the start of this earnings estimate chart.
December 3, 2025 at 7:04 PM
Oh, and the stock is +130% higher now than it was at the start of this earnings estimate chart.
Reposted by The Bear of Rathgar
Michael Burry’s comments on TSLA, from his Substack. 👇🏼
December 1, 2025 at 5:05 PM
Michael Burry’s comments on TSLA, from his Substack. 👇🏼
Si ChatGPT reste impressionnant dans son ensemble, le risque financier dans lequel s’est engagé OpenAI est tant lunaire que suicidaire.
1) Les pertes sont immenses
2) Les engagement pris ne sont pas viables
3) Il n'y pas de gouvernance
🧨 🤖 💣
#openai #chatgpt #IA
open.substack.com/pub/thebearo...
1) Les pertes sont immenses
2) Les engagement pris ne sont pas viables
3) Il n'y pas de gouvernance
🧨 🤖 💣
#openai #chatgpt #IA
open.substack.com/pub/thebearo...
OpenAI Aïe aïe
La bombe à retardement OpenAI
open.substack.com
November 21, 2025 at 7:48 AM
Si ChatGPT reste impressionnant dans son ensemble, le risque financier dans lequel s’est engagé OpenAI est tant lunaire que suicidaire.
1) Les pertes sont immenses
2) Les engagement pris ne sont pas viables
3) Il n'y pas de gouvernance
🧨 🤖 💣
#openai #chatgpt #IA
open.substack.com/pub/thebearo...
1) Les pertes sont immenses
2) Les engagement pris ne sont pas viables
3) Il n'y pas de gouvernance
🧨 🤖 💣
#openai #chatgpt #IA
open.substack.com/pub/thebearo...
Reposted by The Bear of Rathgar
Burry is blowing the bullshit narratives up and I’m here for it. 👇🏼
November 20, 2025 at 1:04 AM
Burry is blowing the bullshit narratives up and I’m here for it. 👇🏼
Reposted by The Bear of Rathgar
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
November 19, 2025 at 10:08 PM
“Nvidia Gives Strong Forecast, Countering Fears of AI Bubble”
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
I very much disagree with this framing. People buying lots of Nvidia GPUs tells us nothing about the eventual ROI on those GPUs.
In fact, a bubble effectively <requires> “too many” of these to be bought.
Reposted by The Bear of Rathgar
Opinion: Big tech's spending spree marks the end of an era. The best of them were magical creatures: a group of companies where investors didn't have to think about the balance sheets at all. That's over now, and in recent weeks, the stock markets have started to notice. on.ft.com/3WWmwwI
November 14, 2025 at 4:52 PM
Opinion: Big tech's spending spree marks the end of an era. The best of them were magical creatures: a group of companies where investors didn't have to think about the balance sheets at all. That's over now, and in recent weeks, the stock markets have started to notice. on.ft.com/3WWmwwI
Reposted by The Bear of Rathgar
This is what "getting your ass kicked" looks like.
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
November 11, 2025 at 11:45 AM
This is what "getting your ass kicked" looks like.
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
Reposted by The Bear of Rathgar
Why is the CFO of OpenAI claiming that something disclosed in Microsoft’s earnings (was originally reported as $11.5bn) - that OpenAI lost $12bn in q3 CY2025 - was “way overestimated”? This is disputing the accounting of a $4tr public company!
HT @gerritd.bsky.social
www.wsj.com/livecoverage...
HT @gerritd.bsky.social
www.wsj.com/livecoverage...
November 6, 2025 at 12:40 AM
Why is the CFO of OpenAI claiming that something disclosed in Microsoft’s earnings (was originally reported as $11.5bn) - that OpenAI lost $12bn in q3 CY2025 - was “way overestimated”? This is disputing the accounting of a $4tr public company!
HT @gerritd.bsky.social
www.wsj.com/livecoverage...
HT @gerritd.bsky.social
www.wsj.com/livecoverage...
Reposted by The Bear of Rathgar
the more I read about the promises OpenAI has made, the more disgusted I am. They've promised to deploy 10GW of Broadcom chips *by the end of 2029*, a chip that has yet to tape out, in data centers yet to be planned or funded or the power acquired. We are in a black hole of ethics and good sense.
October 13, 2025 at 8:42 PM
the more I read about the promises OpenAI has made, the more disgusted I am. They've promised to deploy 10GW of Broadcom chips *by the end of 2029*, a chip that has yet to tape out, in data centers yet to be planned or funded or the power acquired. We are in a black hole of ethics and good sense.
🚩🚩
It's all one enterprise. Musk, Inc. As Tesla shareholders will discover as soon as Elon can get his hands on Tesla's cash to shovel into the xAI cash incinerator.
electrek.co/2025/10/13/e...
electrek.co/2025/10/13/e...
Elon Musk's SpaceX and xAI are buying Tesla's unsold Cybertrucks
Hundreds of Tesla Cybertrucks have been spotted being delivered Elon Musk’s private companies, SpaceX and xAI, as Tesla is having...
electrek.co
October 13, 2025 at 5:30 PM
🚩🚩
Reposted by The Bear of Rathgar
Trump just threw the potential for an escalated trade war with China on top of these headlines.
Three @wsj.com headlines from the past three days. 👀
October 10, 2025 at 3:17 PM
Trump just threw the potential for an escalated trade war with China on top of these headlines.
Reposted by The Bear of Rathgar
Reposted by The Bear of Rathgar
👇🏻👇🏻
An explanation of Trump’s DC takeover: though crime in the city is at a 30-year low, interest in the Epstein Files is at a 30-year high
August 12, 2025 at 2:20 AM
👇🏻👇🏻
Reposted by The Bear of Rathgar
Precisely correct. #tslaQ
For years, Adam Jonas has been assuring investors that Tesla's Dojo is worth $500 billion. Now, he notes Dojo has suddenly & completely vanished, yet leaves his $TSLA target price unchanged.
Criminals like Musk can't succeed without criminals like Jonas.
Criminals like Musk can't succeed without criminals like Jonas.
August 11, 2025 at 6:55 PM
Precisely correct. #tslaQ