Infrastructure Adjacent Commentary -

Musk has enough common knowledge of a subject to be able to wow most crowds. I’ll give him his ability to recall data points that have been presented to him, but this belief he “understands” it all is misplaced.

So we’re just realizing that Elon is dumb as a stump?

Tesla’s advantage is limited to having scale at a time when others are still having difficulty balancing EV development with ICE regulations shifting.

You obviously have no clue how the process works.

Highly unlikely Congress goes along with Trump doing much to military spending. That’s way too large a line item in the Federal Budget and too many jobs in districts for them to sign-off.

Volvo is eating the tariffs until Belgium is online and producing. As of Oct. 1st, Volvo had 100k XC30s already through the production line.

You pleb... I could pick up a new 911 GTR3 for less than a used Ferrari 250GT!

I would like to share your optimism but men tend to vote in person if we are playing the gender statistic. (The Selzer poll from the weekend had a serious weakness in not delineating the 9% “Undecided”. But also assuming men and all those women are single subject voters has been the problem in the past.)

Rarely do you hear people advocate for a Democratic Kleptocracy...

Because NASA has done it’s job?

Well done...

Trump will keep the EV credits... it’s the only way Tesla makes money. His butt-boy Elon will insist for his investment.

Elon Musk is showing up in my Jalopnik feed and the only way to rid myself is to stop reading this site...

IF you’re willing to do some digging...

Government contracting is a science in and of itself. This fiscal year’s encumbered funds gets a slight mark-up for the next fiscal. Rinse and repeat.

The high-end differential between $8.3T (Harris) and $15.4T (Trump) on a 10yr path is disturbing no matter what party controls the WH. And that’s just on the knowns.

But that wasn’t true for the auctions held by the Treasury for the months of August and September, they were UNDER-subscribed by a few hundred million each. (specific to 10 & 30yr)

Let’s use the example of a Volvo XC30, a well reviewed car that meets the pricing and EV needs that domestic OEMs haven’t produced. It should have been available last year, but tariffs pushed any imported cars to be built in Europe. Simply changing the locale means it can be imported. Same software stack (Google).…

I think it looks better in this picture. The one Andy used makes it seem like a blob.