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Joined 5 months ago
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Cake day: October 23rd, 2024

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  • follow up on this… xAI appears to have raised $18B in funding rounds. But November 2024 was at $50B, December 2024 was $40B. X’s ownership of xAI, caused its interest expense on high debt levels to rise to $1B/year (debt levels approaching close to $20B estimated)

    It is a major stretch to value xAI higher than the $50B peak. Chinese open source models released have depressed overall US AI stocks, and xAI has major cash burn in implementing its model, and Musk has ever increasing brand hatred culminating in government persecution threats to anyone who could say something negative about him or his companies that becomes propaganda fuel for actual damage to his vehicles/dealerships.











  • Seagull is a good car, but it is ultra small… The major achievement is a $300/kwh price for just the battery in China. Would be easy to pay for car just from V2G or V2H+solar value. Ultra small also means the highest efficiency, and range charged per hour.

    There are a lot of cars that are model 3 “sized”/comparable. BYD seal is $30k in China ($2000 less), and more expensive than Tesla in Germany. It might be a better car to boot, but its not helpful comparing Tesla to Seagull prices.