← Influencer libraryEdition 2026-10-10, preview.
THE LIBRARY

Jim Chanos

1,726 items collected

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XThread

“Which one wins”??!! The sensor that detects danger, obviously. Redundancy is a prime concept in safety engineering. $TSLA https://t.co/JeNMLGdmOn (2) But just so we’re all clear on this issue, $TSLA has argued in court that its customers should know that FSD isn’t possible without lidar. https://t.co/zuHESdrP3p

XPost

Great to be back in my hometown for the Bob Uecker Tribute #JustABitOutside https://t.co/oFkrFLpDWu

XThread

I love the, “Wokesters-If it ain’t broke, leave it alone!” narrative about Cracker Barrel on FinTV over the past few days. $CBRL was down over 60% before the rebrand drop, over the past four years. It might’ve been “broke”. https://t.co/B7sQ4l1ROV (2) And if you’ve traveled the Interstate broadly over the past decade, you know that the advent of the “Super Stop” (Buc-ee’s, Pilot, Sheetz, etc) has hurt the traditional highway sit-down restaurants. Competition and demographics, not politics.

XPost

Reminder that the next Fed easing cycle has been expected since [checks notes]…the 2H of 2022.

XQuote

Because if there is one thing this nation needs right now, it’s more avenues for speculation.

XPost

Any updates on Greenland, Ft. Knox and/or the latest DOGE budget cut figures?

XQuote

This is the Big Robotaxi Assumption. Namely that at scale, cost per mile will be below 20 cents. This is absurd. $TSLA

XQuote

Yet Trump’s Treasury Dept. quietly extended residential solar tax credits an additional three years in their recent OBBB clarification.

XQuote

That this obvious lie keeps being repeated is not just curious at this point.

XPost

So not only did $MSTR buy just $51M of Bitcoin, due to lack of demand for the preferred ATM’s, but it also looks like Saylor is lowering the 2.5x mNAV floor “when otherwise deemed advantageous” to the Company. https://t.co/Scfd4VMYiA

XQuote

Lol, ok. This is pretty much impossible if you grew up in Wisconsin. Basically the same as saying you’ve never seen a White Castle if you grew up in the East Coast. Or a Carvel.

XThread

@coryswan (2) Which means all the academic/technical arguments (Stop sending me papers, Guys!) about first mover advantage and broad existing acceptance are germane only if we are discussing actual fiat replacement, not asset valuation. @coryswan (3) And again, paradoxically, network effects and broad acceptance are currently the main reasons fiat > Bitcoin, as money. So then we are back to valuing this construct as an asset, not a medium of exchange. Which is difficult, to say the least.

XPost

@CliffordAsness @noahkaufmanmd @coryswan It is almost a certainty in the Faith, Apostate.

XPost

Someone should let the other $TSLA insiders know about this. https://t.co/nBj1glb3ci

XThread part

@coryswan (2) And while the high priests of Bitcoin (“Heresy!” “Network Effects!”) might not want to admit it, one of the central tenets of the faith-replacing fiat-ignores the obvious fact that reserve currencies benefit from the ultimate “network effect”. And have for centuries. #Paradox

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Edition 2026-10-10, preview.