Comments by mark94 (page 3)

It used to be that on Friday afternoon, the SWA flights from at LAX to Vegas were overflowing with hot dancers on their way to Vegas to work the weekend.

“Only downside to that is all the shootings “ Other than that Mrs. Lincoln, how did you like the play ? 😉

It’s part of the strip club experience. You do your best to select a dancer but you can’t control the experience. Some are great. Some are disappointing. Most are okay. It costs money to find out. It’s like buying a lottery ticket. When you find a winner, you enjoy the experience and build a relationship. When you find a loser, you stop after one or two dances, pay her, and forget her. Anger kills the entire experience. Accept the fact that you need to sort through some disappointment to find the treasures. Celebrate the wins. Shake off the losses.

I met a dancer at HL about a year who worked at Le Girls. Possibly the hottest dancer I’ve ever seen. ASU student. She said she was working one night to check out the club. In spite of that, I haven’t checked out LG. That’s my one data point.

Avoid toxic people. Don’t argue with them. Don’t talk with them. Don’t get them in trouble. Don’t do business with them. Just walk away.

The perfect review would be “ Bambi is a 10 who will give you a BJ for $100. She works every Tuesday afternoon when the club is empty” The worst review is a 10 paragraph description of the physical club.

A year from now, you’ll start wondering whether clubs might have gotten better. Hope springs eternal.

Taxi drivers get paid by the clubs for dropping off customers. The payments are largest from clubs that know how to empty the customer’s wallet. You do the math.

When it comes to extras, Las Vegas is like a Rip off Bitch. Vague promises that you will have a really good time, an expensive price tag, followed by blue balls.

We’ve all had that experience. When I do, I take anywhere from 3-12 months off.

“On my way in December, already have my ticket“ A big decision will be what part of town you stay in and what type of hotel. Four star, girl friendly hotel near the action, or affordable luxury hotel on the River. The beach town of Pattaya used to be an option but it sounds like a lot of the fun is being closed down.

Mandarin Oriental Hotel. One of many world class hotels on the Chao Prya river. https://youtu.be/mlkM_8Fftb4?si=kl7SPBoYsATKqMa7

Also, some of the best hotels in the world at an affordable rate. Treat yourself.

It’s actually a pretty fascinating place, even without the bar girls and soapy massage. Great food. Fun river excursions. Amazing temples. Friendly people.

Elon made me over a million dollars this summer so, yeah, I like the guy. Not so weird.

Tesla FSD is already a safer driver than humans. Humans focus most of their attention on the road directly ahead. FSD monitors 360 degrees and immediately respond to pedestrians, bikes, and cars on the periphery of vision. Plus, response times are immediate.

Tesla’s fasting growing business is its energy storage business. These large batteries allow utilities or large businesses to store electricity when there is excess capacity and use it during peak demand. Doing this is cheaper than building plants to meet peak demand. It makes so much economic sense that nearly every utility has plans to do this. The demand far exceeds supply. The profit margin on these batteries is about 30%. Tesla is increasing its manufacturing capacity for energy storage at 50% to 100% per year. Within a few years, the revenue for storage will exceed the auto revenue.

Musk, and China, are the 2 biggest risk factors associated with investing in Tesla. As long as Musk stays involved, I think the stock will appreciate at least 25% per year. Possibly 50%. At some point, each of the Tesla businesses will have enough momentum that it could thrive without him. Like post-Jobs Apple. I’d like to see him stay involved for 4 more years. Fingers crossed.

Lots of problems with Waymo and Cruise. - The hardware in each car is super expensive. Tough to make it economically viable. - Their software is the old hard code. If/then. Makes for a clunky, unreliable ride. - Geofenced. Can only operate in a very limited area. Tesla solves all this with vision based AI as the source of its software.

The economics of a robotaxi are - The car itself costs $25,000 and lasts for 10 years - No driver - very low fuel cost - operates 24/7 except for refueling Elon estimates a robotaxi would cost $.18 per mile. It would be much cheaper to use a robotaxi than own a car, especially in urban areas.

It seems the main objection to Vivek can be summarized as him being a rich Hindu who talks too fast and is a Snake Oil salesman ( not sure what that means ). Oh, and he rapped an Eminem song. I prefer to look at his policies. Close the border. Decouple from China. End Ukraine war. Lay off 75% of government workers. Bring back manufacturing. Drill, baby, drill. School choice. Etc. If he does that, I can overlook the rapping.

For those who think Teslas are toys to save the planet, go take a test drive. If you factor in rebates and fuel savings, they are half the price, and twice as powerful, as a comparable BMW. Depending on where you live, the Model 3 is much less expensive than a Corolla or Civic when you factor in fuel savings.

Tesla has several businesses in their infancy that have a reasonable chance of becoming trillion dollar revenue businesses. Bigger than Apple. Charging stations don’t even make the list - EVs - Large scale energy storage - Robots/Factory automation - Robotaxi - Self driving subscription and licensing - Artificial intelligence services Among these businesses, the Robotaxi and Robots have the biggest potential. I mean, crazy, unbelievable upside. Maybe 5 times as big as the EV business. It will be 2-4 years for most of these businesses to prove themselves.

Self driving will enable robotaxis. These will be a fraction of the cost of an Uber or taxi. A ride on a robotaxi will be affordable even for those who are low income. Imagine a place like Bombay/Mumbai where the polluting cars, owned by the wealthy, are replaced by affordable robotaxis. Suddenly, a clerk in a store can afford a safe, comfortable ride to their home after a day of working. Productivity and technology benefit all classes.

Until recently, I had it in my head that Desantis was a Navy Seal. Turns out, he wasn’t. He never lied about that, but he has used clever wording to make that inference. “ At the first Republican presidential primary debate, Florida Gov. Ron DeSantis touted his military experience, saying he “was assigned with U.S. Navy SEALs in Iraq” and “deployed to Iraq alongside U.S. Navy SEALs.” That’s accurate: He was a Navy lawyer who advised a SEAL commander. Viewers who weren’t listening closely might have gotten the mistaken impression that DeSantis himself was a Navy SEAL” He wasn’t. His job was to assure the rule of law was followed by the Seals and to assure captives were treated humanely. He was also awarded a Bronze Star but I don’t think we’ve been given any details.