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as an extreme example if Remdemsivir cures 100% of all Covid-19 cases, halfway through the trial, they would have enough data to show a net positive benefit. They don't need to fin…

yes but, if in a trial, if one arm performs substantially different than the control arm (e.g. 50% or even 100% lower death rate), the large difference between arms can lead to inv…

can't laugh when you are breathing with your mouth, my friend :)

care to give some examples? Because I am a curious reader who does not live in Iceland and don't have the context to be able to identify the embellishments

consumers vote with their wallet, at the of the day. by and large consumers don't care if the company is for social change or not. it's difficult for a company to succeed in gettin…

that makes no sense like you said in 2008 there wasn't anything there. They lose millions the whole company dies now Tesla operates in billions of dollars. They lose billions it's …

by that logic, the 1st email was "leaked" intentionally? The 1st leaked email about burning cash over 10 months, causing the stock to crash even more "where there's a will there's …

Maybe the 1st email was leaked intentionally, according to your logic? The 1st leaked email about burning cash over 10 months How convenient that email leaked when the stock price …

is this true?

in reality he is getting paid minimum wage. He only gets stock if he hits milestones that are set impossibly high

First of his name. Protector of the realm (of the valley) :) Congrats Geoff! Much deserved. Looking forward to seeing great things at YC

Agree. Do you think price is the limiting factor for lackluster demand? Maybe if they can make model 3 cheaper than 35k demand will rise

Wait where are the links to these analysts? The original post and every article online is citing Elon's email Sensational headlines declaring Elon says Tesla will die, are headline…

I thought they had 2B in the bank before the raise. Granted, I am sure Elon exaggerates numbers, but shouldn't that be factored in?

sounds like a misleading headline The original letter says the 2.4 billion raised a few weeks ago, would be used up in 10 months at current burn rate. It's for the money recently r…

I disagree. That would feel like going back to the year 1999

No the graphic was posted to make an argument. That was the purpose of why that graphic was posted: "I found this simple graphic a great distillation of why Lyft and Uber may be co…

What you said actually proves my point. If Lyft becomes the next Pets.com and goes bust, its stock would be worth $0. If that happened, it would be laughable to say that Lyft is un…

Yes, either case is possible. Lyft could become Pets.com or Amazon. You can argue that Lyft will become Pets.com, due to other reasons, such as growth potential etc. That would mak…

that graphic is simple and naive Here is an 60-minute interview, in 1999. The journalist/expert made the same argument as in your graphic, that a software company is overvalued bec…

agreed

ya, but testing for product-market fit is much more uncertain than buying/providing labor. It's still harder