Matt Smith

@nerdalert

Equity Analysis at Rebellionaire. Finance and energy nerd. Giga-dad of 7 young kids. Catholic. Tweets are not financial advice!

Michigan

rebellionaire.com

Joined September 2016

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Matt Smith
@nerdalert
Sep 7
The one thing I never hear from the $UBER bulls is how they will compete given Tesla’s unit economics advantage. Cybercab will be lower cost to manufacture, lower cost to operate, and also offers a better customer experience with the interior of the cab. This will directly
amit
@amitisinvesting
Sep 7
The $UBER vs $TSLA debate happening right now across the board is fascinating in many respects. I’ve spent all day reading both sides. I even went to ChatGPT and had a conversation with Astra because of how fascinating this debate is to me. By the way, Astra is legit.
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Matt Smith
@nerdalert
6h
Our @Rebellionaire Investment Management team was on-the-ground in NYC this week for the Backblaze Investor Day. Here are our unfiltered thoughts after the event.
Rebellionaire
@Rebellionaire
6h
The analyst team at Rebellionaire attended Backblaze ($BLZE) Investor Day in New York City. What were some of the key takeaways for investors? 1) NVIDIA updated their reference architecture to call for an object storage data layer, which is the exact terminology Backblaze has
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Matt Smith
@nerdalert
10h
I saw two cybercabs again today. Given how frequently I'm seeing them these days despite only driving ~30 miles per day, it seems likely to me that there must be at least a couple dozen of them around here, likely a lot more than that in the broader Metro Detroit area.
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Matt Smith
@nerdalert
Sep 10
“Dad! Dad! I got 46th place!!!” -Overheard at a cross country meet tonight.
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Matt Smith
@nerdalert
Sep 10
I had the pleasure to speak with @ArushiSF, Tesla's former energy policy lead, and the architect of a new rule which will allow for better utilization of the grid and faster time to power for data center (and other!) customers in Texas. This was one of my favorite conversations
Rebellionaire
@Rebellionaire
Sep 10
'Rewriting AI Power Policy with Arushi Sharma Frank' AI's biggest bottleneck is electricity. With a massive five-year wait to plug new infrastructure into the Texas ERCOT power grid, data centers face a major roadblock. In this video, @nerdalert sits down with energy policy
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