Jaberwock22 @jaberwock22.bsky.social

Real engineer
In favour of a common sense approach to climate change - Net Zero is nuts.
Supporter of nuclear power
Can't abide grifters and charlatans

Both sides claim victory in the US/Iran war.
But, as in all wars, both sides lost.
Iran lost more than 1,000 people and suffered a lot of destruction.
The US spent $ billions, lost aircraft and personnel and most of its Middle East bases. The straits will open, but they were open before the war.
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What I find hard to believe is that the US lost two large planes and four helicopters, but apparently suffered no casualties.
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Excellent thread explaining why wind and solar can never power a grid without some form of dispatch able power
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I am seeing a lot of people posting pictures of delicious meals Mouth watering breakfasts of bacon and eggs are making me insanely jealous.
This has been my breakfast, lunch and dinner delivered by tube straight to the stomach for the past two months.
I am going crazy.
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Cancelled my WSJ subscription this week, debating whether to replace it with Financial Times or Economist. Any opinions?
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and maybe a year to get my strength back. I won't know for another 3 months whether the treatment has worked.
I posted this because my cancer was caused by the HPV16 virus, for which we now have a safe and effective vaccine.
Get your kids vaccinated.
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The sore throat and swallowing problems start after about one week of treatments and gradually get worse. The skin in the neck area starts to peel and blister around week 4.
This gets worse until two weeks after treatment is done. It will be six to eight weeks for things to return to normal....
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started a few weeks later after MRIs and CT scans and fitting of a mask to keep me in the right position during treatment. The radiation doesn't hurt but the side effects are horrendous. I soon lost the ability to swallow and I have a tube placed directly into my stomach for feeding....
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I recently completed a course of 35 radiation treatments for tonsil cancer. I was diagnosed last November, the first step was to have a tracheostomy to provide me with a means of breathing in case my throat became blocked. That was 17 days in hospital, I tested positive for COVID. The radiation ....
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Reposted by Jaberwock22
stevevladeck.bsky.social's profile picture
Steve Vladeck @stevevladeck.bsky.social
2mo
This morning, I recorded a video on TikTok about why DHS’s arguments for the power to enter homes without judicial warrants in immigration cases are bunk.

Nine hours later, TikTok still says my video is “under review,” and can’t be shared.

Well, here’s a link:

georgetown.box.com/v/Vladeck-ICE-4A
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Reposted by Jaberwock22
kjephd.bsky.social's profile picture
Kevin Elliott @kjephd.bsky.social
2mo
Interesting
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Reposted by Jaberwock22
barackobama.bsky.social's profile picture
Barack Obama @barackobama.bsky.social
2mo
The killing of Alex Pretti is a heartbreaking tragedy. It should also be a wake-up call to every American, regardless of party, that many of our core values as a nation are increasingly under assault.
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Optimus will be a bigger flop than Cybertruck.
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Reposted by Jaberwock22
deadder.bsky.social's profile picture
Michael de Adder @deadder.bsky.social
3mo
The Globe and Mail
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Will Trump last longer than this lettuce?
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Musk owns 13% of Tesla, but nobody has ever pointed out that if Tesla reaches its target $8.5TN market cap, he would be a trillionaire without the $1 TN pay package.
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Warning to investors.
The stock market always goes down when I am on vacation. This indicator has never failed in 30 years of investing.
Watch out over the next 3 weeks.
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Reposted by Jaberwock22
billkristolbulwark.bsky.social's profile picture
Bill Kristol @billkristolbulwark.bsky.social
6mo
"I believe that Americans would agree that the government can’t just make people disappear without any process or explanation. Second, because I want to give the government a chance to admit that they were wrong.

So far the government has not done so."

newsletter.ofthebrave.org/p/im-a-us-citizen-and-a-veteran-ice?utm_campaign=post&utm_medium=web
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Some pension funds are objecting to Musk's new pay proposal.

electrek.co/2025/10/02/investor-group-calls-to-vote-down-musks-1t-pay-package-replace-tesla-board/?utm_source=dlvr.it&utm_medium=threads

But no one is paying attention to Proposal 7 which will give Musk carte blanche to embezzle Tesla's cash to support his ailing xAI company that is burning through $1 billion per month.
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3. The $1 bn worth of shares he just bought is a drop in the bucket compared to what he will be selling to pay taxes on his big fat bonuses.
The share based compensation will wipe out all of Tesla's GAAP profits.
seekingalpha.com/article/4821245-an-opinion-on-tesla-proxy-statement-and-musk-bonuses
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2. If Musk loses, the board has initiated a plan to give him 96 million shares, plus 207 million shares to be voted by shareholders (at $23.34, vesting in 2yrs).

Tax is due on vesting ~ $50 billion

Musk can borrow to pay the tax and the $23.34 but more likely he or Tesla will sell shares.
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1. If Musk wins his appeal in Tornetta vs Musk, he will get 303 million Tesla options that expire in 2028.

When he exercises those options, some of the shares are automatically sold to pay the strike price and taxes.

Approx. $50 bn worth of shares will need to be sold before Jan 2028.
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The USA has already given up its leadership of the free world, soon it will no longer be a member of the free world.
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Tesla's proxy statement includes a proposal that would allow Elon Musk to use Tesla's cash to support xAI.
xAI is allegedly burning cash at the rate of about $1 bn per month, and recently relied on a cash injection from SpaceX to keep it solvent.
The expression "house of cards" springs to mind.
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4. Moving Tesla's future trajectory towards AI gives him a reason to claim synergies between xAI and Tesla. In the November shareholders meeting, he will try to persuade Tesla shareholders to approve an investment in xAI, perhaps even a merger (read bail-out) as he did with Solar City.
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3. Musk is running out of options for raising the kind of capital he needs for his privately owned companies.
However, he has difficulty distinguishing between company money and his own. In his mind, Tesla's cash pile belongs to him and he is anxious to get his grubby fingers on it.
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2. xAI is rumoured to be burning through $1 bn per month, and the capital needed to keep up with rivals in the AI space means that Musk will have to raise even more money to keep xAI alive.
SpaceX is also trying to raise cash at ever-increasing valuations that have no basis in reality.
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1. No, Musk isn't planning on leaving Tesla. Here's why:

In July, xAI raised $10 bn. The cap raise didn't go as planned, Musk had to offer extreme junk bond interest rates to raise $5 bn in debt, and the $5 bn in equity had to be covered partly by a $2 bn investment from SpaceX, which he controls
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Reposted by Jaberwock22
mluckovich.bsky.social's profile picture
Mike Luckovich @mluckovich.bsky.social
8mo
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