Markets

TAMPAN: Tesla, Amazon, Meta, Palantir, Apple, Nvidia

Tesla

Compensation Plan

“1 Trillion pay package!!”

Rules:

12 Tranches. 12 Market Cap + 12 Operational
Term: 10 years!
Award: 1% of shares in form of RSU.
Vest on (a) the Market Capitalization Milestone for such tranche and (b) a previously unmet Operational Milestone.

12 Market Capitalization Milestones:

12 Operational Milestones

Product Goals

Adjusted EBITDA Milestones. 1-8 $50 to $400b.

ETF ownership and voting rights

Ford

Ford executives might scrap the electric version of its F-150 pickup

Ford has $13 billion in EV losses

% of Global EV Sales

Lucid ranks #3 most cash burning EV maker globally with total reported cash burn of $14.4B behind Rivian $23.2 billion and Ford's EV segment $15.5 billion.

“114% Rule of 40 score! What Is the Rule of 40?Core Formula: Rev Growth + operating Margin

Some of our detractors have been left in a kind of deranged and self-destructive befuddlement.🤣

Orson Welles, “The enemy of art is the absence of limitations.”

New York City Mayor is Responsible For

The New York City budget $115.9 billion

Top 1-5% contribute ~$1.7-$3.5 billion in FY 2025, equating to ~1.5-3% of the total budget.

1929 book on Audio.

The Diplomat

Elon on Joe Rogan

"The enemy of art is the absence of limitations"