Ed Ludlow
@EdLudlow
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Hosting @technology and covering tech/autos for @business from San Francisco. Brit in the USA. DM for Signal!
San Francisco, CA
Joined June 2011
Breaking: Elon Musk has terminated his agreement to purchase Twitter $TWTR.
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Breaking @TheTerminal - $TWTR claims in a court filing that @elonmusk is presently under investigation by federal authorities for his conduct in connection with the acquisition of Twitter.
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BREAKING on @TheTerminal . @elonmusk #ElonMusk passes Warren Buffett on the Bloomberg Billionaires index -- Elon is now now the world’s seventh-richest person
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BREAKING: $NVDA Nvidia adds $329 billion in market value in a single session, the most in market history. IN. MARKET. HISTORY.
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Thank you for your time @PalmerLuckey . Clips, full interview to follow soon on X, Instagram, YouTube etc. thanks to all of @technology audience that submitted questions.
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Note that the letter to Delaware Judge McCormick is dated Oct. 6; In it $TWTR is essentially asking the judge for access to correspondence/documents shared between Musk's team and government authorities. Twitter argues correspondence linked to "key issues in this litigation".
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Tesla $TSLA reached a market cap of $80 billion in Jan 2020. In 2019 it has delivered 367,500 vehicles. In 2020 it delivered almost 500,000.
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Some other (longer term) things I’ve learned about Robotaxi, in particular. There’s a small number of highly promising and viable Robotaxi-specific FSD neural nets in development. Dojo-based data center in New York is getting close. Nvidia-based data center in Austin is proving.
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FSD Supervised 12.5.2: just did ~30 miles from Embarcadero in SF to Trader Joes in Novato. Mostly 101 but completely smooth, no disengagements. Lots of lane changes. The updated auto speed adjustment seems to work better.
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Government contractor stocks are markedly lower and extending declines on the idea that @elonmusk @VivekGRamaswamy will be effective in cuts: Science Applications, KBR, Parsons, Booz Allen. Analysts note that defense is a particularly big outlay as % of discretionary spend.
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NEWS: Tesla cut its 40 person US growth content team last night, including Alex Ingram who started building the team out ~4 months ago. This was part of Musk's early move on traditional advertising and placing $TSLA content on other platforms/here on X. Story @TheTerminal, coming.
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Some sad, breaking news: Berkshire Hathaway says Charlie Munger has died peacefully this morning at a California hospital. From statement: .Berkshire Hathaway a few minutes ago was advised by members of Charlie Munger’s family that he peacefully died this morning at a California.
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UPDATE: Hearing from sources that inside Twitter, Staff believe the individuals who walked out and identified as Twitter employees are enacting a hoax. And in fact, were not laid off. @Twitter @TwitterSF have not responded to requests for comment or returned calls. @elonmusk ?.
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Musk has also promoted other lieutenants in recent weeks to run more of the key parts of the business: self driving and Optimus, the name of Tesla’s humanoid robot. Ashok Elluswamy @aelluswamy is now vice president of Autopilot and AI software, and Milan Kovac @_milankovac_ is.
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BREAKING: Drew Baglino has left Tesla, am told. One source said he resigned (as opposed to being a part of the layoffs). Long-serving exec and was responsible for power train and energy engineering.
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FSD (Supervised) v13.2.2. Been experimenting a lot on short trips (to grocery store, appointments, car wash) and it’s performed well. Was also interesting to show my family, who were visiting from the U.K., FSD for the first time. Some had been in a Waymo before or owned a
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$TSLA is on track for its worst week since March 2020. Thoughts?.
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Tomorrow: I will sit down with Palantir $PLTR CEO Alex Karp for @technology . Please let me know what questions you have for him on AI, commercial growth, conflicts around the world. ?
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I leased a Model Y. Very interesting experience. Going to write about that and my first month of EV ‘ownership’ (cus its a lease) in the next few weeks. My wife and I looked at so many different EVs, factoring in cost, size, range, perks, timing, availability, terms.
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$TSLA price target raised to $725 from $660 at UBS (neutral rating).
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Elon Musk was pretty clear with Wall Street last night: if you don’t believe in the autonomous driving goals, don’t invest in Tesla.
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Tesla owners: a question. The range on my MY is 260 miles. This weekend I am taking a 200 mile roundtrip (100 miles in each direction). Is it better to charge to 100% as a one-off. Or is it better to leave at 206mi range (80-85% SoC) and use a @TeslaCharging on the way home?.
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$TWTR 8K just hit. Reverse termination fee of $1B for both Twitter and Musk (bother parties). Twitter to become subsidiary of wholly owned parent co X holdings Inc 1.
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Going to be really interesting to see how the chip industry digests this idea of $TSLA licensing its AI/chip technology for use by other automakers. Infineon, NVDA (gpu and automotive), Renesas are the top suppliers - NVDA on GPUs and AI functionality. Thoughts?.
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NEWS: A rare bid to break up Alphabet Inc.’s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, reports @leah_nylen @annaedge4 citing sources. $GOOGL down 1% in AH.
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FSD (Supervised) v12.5.4.1 30 miles from home to work. No interventions. GG bridge and Van Ness/Lombard Dog leg no problem. Boring on freeway. Illogical lane changes but MLCFCD wasn’t selected. There was however a very curious and slightly concerning occurrence. At the moment I.
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Trevor Milton has voluntarily stepped down as $NKLA executive chairman.
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FSD Supervised from Novato > Napa (~ 30 miles). Handled 37 > 121 well! Only disengagement was a protected/lighted left hand turn where it was fine but we hit a pothole and that appeared to cause disengagement. My wife did make a good observation that amid steady traffic (50mph).
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BREAKING: Rivian is looking to go public as soon as September at a valuation of ~$50 billion (and perhaps more) according to sources. Story with @Katie_Roof @kielporter .
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Me: how is $PLTR AI work in Ukraine working?. Alex Karp: “Ask the Russians”.
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Lucid has delayed start of production from "the spring" until the second half of 2021 but wont commit to a date for start of production. $CCIV.
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Lucid Motors Is Said to Near Deal to Go Public via Klein’s SPAC. Story from @crystalttc @DNair5 and myself.
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Welsh Cakes done. Glamorgan Sausage ready. Rarebit running behind. So are the daffodils. But. Going full Welsh in San Francisco. Dere mlaen Cymru 🏴 @WelshRugbyUnion
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Good morning from Columbus, Ohio where Anduril had chosen to build Arsenal-1, a $1 billion hyperscale factory. Later today I’ll speak to Anduril founder @PalmerLuckey live on @technology at the site, as well as Ohio’s Governor Mike DeWine. Welcome your questions for both
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I have something astonishing to share with you on this platform very shortly. And it’s about Robotaxi day.
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Here's some new details about Tesla $TSLA Supercharger team, other Automaker responses and a shoutout, essentially, to Rebecca Tinucci who I am told was greatly admired by Tesla staff and was key to the deals Tesla did with Ford, Rivian and GM etc. As always, read the story in.
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Breaking/scoop: $NKLA Nikola Founder Exaggerated the Capability of His Debut Truck.
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Tesla planning on holding robotaxi day at Warner Brothers in Burbank, CA. Blockbuster stuff.
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LATEST $TWTR @elonmusk per filing:.* Musk team asked for stay/halt to lawsuit.* Musk team says Twitter "will not take yes for an answer.".* Musk says Twitter is resisting halting suit due to concerns on “theoretical possibility of a future failure to obtain the debt financing.”.
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Breaking @TheTerminal: $DIS/Disney say Bob Iger is returning as CEO, replacing Bob Chapek!.
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Have asked @TeslaBoomerMama to join us on @technology on July 24 -- 19 years since she's been on Bloomberg TV!.
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Lucid Is Recalling About 200 High-End EV Sedans Due to a Safety Defect $LCID .
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FSD (Supervised) 12.5.2: 73 miles from Novato to Cupertino via the East Bay. No disengaments but a few tense moments where MY tried to change lanes with the reasoning not being clear. Also the speed of other drives around me was interesting. Got periodic reminders to apply slight.
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NEWS: Tesla Amps Up Rivian $RIVN Poaching Fight, Cites Battery Secrets Theft. “Now apparently under pressure from investors after nearly a dozen years without producing a single commercial vehicle, Rivian has intensified its unlawful efforts,” $TSLA said.
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I’ve skanked to more deep techno house in the last four years because of Tesla product events than all the years of my life that proceeded that. And I lived for Portishead The Rip mixes in college (2011-14).
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Bloomberg has a Space team now. Fun to work with @paayalzaveri (she leads interviews for @technology) and new Space reporter @sana_pashankar!! Big up Space editor @byEricMJohnson and returning to US cov @BruceEinhorn. All led by chief astronaut, I mean correspondent @lorengrush.
There's lot of space startups in SoCal. There's many reasons why. Some of it's because of @SpaceX paving the way. We spoke to some of them in this week's Business of Space inc: @bridgitmendler, @RocketLab, @VardaSpace/@WillBruey, @anduriltech, @KTmBoyle .
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One month until Tesla’s robotaxi day at Warner Brothers in Burbank, CA.
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I love the idea of it being a standard retail transaction and not a fleet deal. As if a Hertz exec sat in a dark room on a single computer one night and ordered 100,000 model 3s one by one. Whatever you call it, surely its still in practice a fleet deal? $HTZZ $TSLA.
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Tesla did use tele-op to remotely control some of what Optimus did last week. Largely it related to interactions with guests. In other cases, Optimus did act autonomously. Here's the report by me and @DavidWelch47 . The reporting doesn't rely on X posts or the analysts notes.
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Breaking: Musk sold around 19.5m $TSLA shares worth $3.95B @TheTerminal (Form4).
Also breaking @TheTerminal . @elonmusk $TSLA form 4.
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Twitter, my car lease is up. The moment hath cometh. Is it realistic, possible for me to go EV? Early indications are no. Do I bridge the gap with plug in hybrid? Seems tricky. Do I go cheap gas guzzler and wait until EV cost of ownership comes down?.
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BREAKING: The first CRISPR gene-editing treatment has been approved by the FDA for use in US for sickle cell disease.
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Some news! I am excited to be back in the studio full time with @bloombergTV as an on-air reporter. I'll be covering markets, technology stocks and all things EVs/future of transport (and more!). 1/
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This is a genuine question. Would appreciate genuine answers. If you're a $TSLA investor or watcher and you want as many people as possible to understand and believe in the company's AI progress -- was the humanoid robot at the event a good idea? If yes/no, why?.
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BREAKING! Tesla's IR Chief Martin Viecha just resigned (or announced his resignation) at the end of the 1Q earnings call.
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First full FSD (Supervised) zero interventions or mistakes this morning. 30 miles SF to Novato, including GG bridge. Only odd behaviour is in SF on Columbus it would start cross section in right lane and end up in left lane without signalling and so, in some sense, cut in front.
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Do we treat @binance contribution of $500m as a big clue as to what @elonmusk plans to do with $TWTR platform? . Here's the table of the new backers . @DivesTech says this could also remove overhang from $TSLA shares (leverage vs. Musk shares less onerous).
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Live on tv, with a video feed that's 20-30 seconds behind real time/live and @SpaceX/@inspiration4x launched behind you. One of my top top @BloombergTV @Quicktake moments. (Here I'd just thrown to the countdown clock at the 20s mark)
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FSD (Supervised) 12.5: . First try was 30 miles Novato to San Francisco Embarcadero. Zero interventions or disengagements. But not perfect, by any means. Kept my hands on lap throughout close to wheel and ready (bar from adjusting volume on podcast). Handled the immediate right.
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Cybertruck production analysis via @teardowntitan on @BloombergTV :. "What I saw was running at 60 jobs per hour, that's kind of normal." [60 jobs per hour indicates a 60s cycle to build a cybertruck]. The Model 3/Y are 43s per vehicle off the line, per Munro. "If they can keep.
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More to come on @business and @BloombergTV but @NASA Director of commercial space flight division Phil McAlister told me in an interview that #Inspiration4 @SpaceX @inspiration4x marks a “renaissance” for humans in space and the data shared by SpaceX after will be invaluable.
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Breaking: Rivian $RIVN boosts IPO price to $72-74 from $57 to $62.
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@elonmusk Offer stands if you want to discuss all this ( $TWTR bid etc) live on @BloombergTV today or in the near future.
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@elonmusk Hi Elon. That’s why we invited SpaceX to participate in the Bloomberg @technology Space special we are holding in LA in October. We hope you or someone else from SpaceX will agree to an interview and participate.
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