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Tom Randall
@tsrandall
Head of Signal—biopharma intelligence at FT's @endpts. Former Bloomberg & still keeping tabs on future of energy+transport. Opinions are, too often, my own.
New York, NY
Joined May 2009
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    This gorgeous new BBC chart shows how the coldest days on Earth now are warmer than the hottest days before the 1980s. You know who predicted this would happen with near-perfect precision? Exxon Mobil scientists, in an internal report in 1982. Two versions of the same chart:
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    Tesla has started a price war between battery and internal combustion engine cars, and it's just getting started🧵
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    This @exxonmobile chart from 1982 predicted that in 2019 our atmospheric CO2 level would reach about 415 parts per million, raising the global temperature roughly 0.9 degrees C. Update: The world crossed the 415 ppm threshold this week and broke 0.9 degrees C in 2017 1/
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    ChatGPT saved me an hour of spreadsheet work today. It wrote a complex sorting script beyond my ability, explained how it works, and helped me deploy it. The party tricks have been fun, but this was a whoa moment for me similar to the first time I used Google Search.
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    American broomstick maker @elonmusk has 53 orbital launches scheduled for this year, which is more than Russia has flown since 1992
    Replying to @SpaceX
    🇺🇸🇺🇸 American Broomstick 🇺🇸🇺🇸
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    There are some crazy misconceptions out there about crime in NYC. Yes, crime has increased since the pandemic, but the city is still much safer than most of America 1/
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    Tesla co-founder JB Straubel has built an EV-battery colossus in the scrublands of Nevada. He spent the day giving me the first look at everything @RedwoodMat has been building. It starts with *30 acres* of old batteries headed headed for recycling 🧵
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    Replying to @tsrandall
    Finally, Tesla’s product roadmap is probably the best in the biz—if they can stick to it. Our analysis last year showed that Musk typically blows his own deadlines by about 50% of the original projection 9/ bloomberg.com/news/features/…
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    Replying to @tsrandall
    Again we see Model 3 satisfaction through the roof. Almost 99% of owners say they’d recommend it to friends and family, and that’s a huge part of how Tesla has grown so quickly. Every person I interviewed told me about taking friends for test drives 6/ bloomberg.com/graphics/2019-…
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    Replying to @tsrandall
    As one owner said, “Quality is measured in different ways.” Notwithstanding initial flaws, they raved about their cars. A near-unanimous 99.6% of respondents said the Model 3 is a pleasure to drive. It’s hard to find such consensus over anything really bloomberg.com/graphics/2019-… 5/
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    Tesla has achieved Super Bowl marketing nirvana: players from both teams talking up their cars with no one getting paid to do it
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    Tesla's new Easter egg makes the world's fastest car even faster bloomberg.com/news/articles/…
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    Replying to @tsrandall
    Once Tesla started cranking out Model 3s, its cash flows made a U-turn. Every analyst surveyed by Bloomberg now expects a Q4 profit—a reversal from last spring. 2019 free cash flow expectations flipped from -$795 million to +$837 million 5/ bloomberg.com/news/features/…
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    Replying to @tsrandall
    Here’s another from @exxonmobile 1982. It showed how global warming would initially be almost indistinguishable from normal climate fluctuations. But by 2020 there could be no doubt—the old "normal" would be entirely left behind. Welcome to the future 2/ insideclimatenews.org/sites/default/…