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CyberGigafactory USA? 🇺🇸 Texas, Nashville? Mar 11, 2020

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Elon Musk has confirmed via Tweet that Tesla is scouting locations for a "central US" gigafactory to build the Cybertruck & Model Y (for the east coast). Initially rumored to be in Texas, reports also indicate Nashville is in the running for this new location. My personal guess is the Austin, TX area will be selected ...

Jack Dorsey To Remain Twitter CEO 🎉 Mar 10, 2020

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Twitter has come to an agreement with activist funds Elliott Management and Silver Lake Partners, that will keep Jack Dorsey on as CEO. Twitter is also issuing 2020 guidance for 20% mDAU growth, and accelerating revenue growth. Additionally, the company is launching a $2B share buyback. What are your thoughts on these changes??

Cash App is Worth $10-15B & Growing💲 Mar 09, 2020

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Cash App posted Q4 2019 revenue of $361M (+147%) year, and is on pace to post more than $1.5B+ in 2020 revenue. Recent launches of stock investing (with no minimums) and international payments show a rapid pace of innovation & represent exciting new revenue opportunities. Cash App is quietly becoming a digital bank. With 24M MAU's (growing 60%), this is poised to be a growth driver for Square for years to come.

GM EV Day 😬 .... #nodetails Mar 05, 2020

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Today GM held an 'EV Day' to announce its plans for electrifying it's vehicle lineup. I commend the effort ... but the presentation was full of boring/meaningless business lingo and very short on any details about pricing, timing, specifications or profitability. I'm eagerly awaiting details on the Bolt EUV, Cadillac Lyric & Hummer EV that should be released in the coming months ...

Plaid Model S = Big Profits For Tesla Mar 04, 2020

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According to tweets by Elon Musk, Tesla is poised to release a new 'Plaid' Model S sometime later this year. This new tri-motor powertrain/battery design will improve performance and be the 'next generation' of Tesla's technology. I think there is a huge pent of demand for 'Plaid' and Tesla has an opportunity to make billions in incremental gross profit if they price it accordingly.

Billionaire Wants Jack Dorsey Out of Twitter Mar 03, 2020

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Elliott Management/Billionaire Paul Singer have reportedly taken a stake in Twitter, and are pushing for Jack Dorsey to be removed as CEO. This is BS. Elliott Management doesn't even use Twitter, and they are completely ignoring the progress Jack has made since returning to Twitter in late 2015. In this video I break down the metrics justifying Dorsey's success and my argument for why he should remain on as CEO.

Patreon: Empowering The Next Generation of Creatives w/ Jack Conte Mar 02, 2020

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Interview with Jack Conte, about his journey from creative to CEO/Co-Founder of Patreon. By allowing artists to monetize their work, and build relationships with their closest fans, Patreon is empowering a new generation of creatives. I think the world desperately needs this artistic and creative energy, and Patreon has huge potential to build an incredible business around it. Kevin & I have been huge fans of Jack for years, and we were so thankful for this opportunity to hangout with one of the most inspirational entrepreneurs & creators in the world. Thank you Jack!!

Will Lyft Survive As A Standalone Company? Feb 25, 2020

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Lyft shares are down ~37% from their IPO, as losses keep mounting and competitive pressure increases. Revenue growth has slowed dramatically from 100%+ a year ago, to 54% in Q4, to guidance for just 28% in 2020. Will the company survive and be able to fend off Uber? Or is Lyft a sweet acquisition candidate for Google/Waymo ... or even Amazon?

Tesla: Cell To Pack Battery Technology Coming? Feb 21, 2020

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Elon Musk claims Tesla's battery modules are no longer necessary, and hints that cell to pack technology could be the future of batteries. This lines up with an October 2019 "aggregated battery system" patent filed by Tesla Cell Engineer Kevin Matthews. Additionally, Tesla is rumored to be working with CATL on a new battery supply agreement. In late 2019, CATL announced new cell to pack technology that greatly reduced the cost, complexity and increased the energy efficiency of its batteries. My guess is, Tesla will announce a redesigned battery pack without modules at April's Battery & Powertrain investor day.

Snap Grows 45% In 2019 📈 Feb 21, 2020

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Snap grew its userbase 17% in 2019 to 218M DAUs, revenue hit $1.7B (+45%), and profitability improved. What's next for 2020? If Snap can continue to grow its engagement, it will get very close to profitability. I'm waiting for a new version of Spectacles to be released, with more AR features. Do you think Evan Spiegel can compete with Instagram and TikTok?

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