It was a good but grim earnings call. I hear sentiment around it being negative
I heard a lot of positives. Production hell is coming, but the flipside of that is awesome
Starting to look at $TSLA as similar to $AMZN. Wild ups & downs
You are viewing a single comment's thread from:
He is slow and steady as long as interest rates are high. That affects the biz. He did reiterate that it will be the largest company in the world (by far - his words) at some point.
Yep I agree with that. I could see a multi-trillion $$ valuation in the next decade or less
Robo-taxis will put Tesla in an entirely different category
Optimus isn't even something we can fathom from a valuation standpoint
Optimus could get things to the stupid level. Energy is about 10x TAM of autos...what is labor? another 10x on top of that maybe?
Totally insane. What is they are churning out 100 million bots per year?
Wensoon we may be outnumbered by bots? Or are we already? Really amazing things happening!
The thing that's crazy is that he has built a business that has no competition. None of the other auto manufacturers or even AI companies can compete because Tesla has the ever-growing data set from cars on the road
Nope and he is now pulling data, albeit is small, from the bots that are being built. Get a few hundred thousand of them in the wild and see the data that is produced.
Elon took a monotone approach. He has PTSD (his term) from 2009 when GM and Chrys had to be bailed out. He is not going to rush headfirst into massive expansion going into a recession.
Yep I was tuned into the call. Smart to not over-extend in this time.
We can see exactly what he did at Twitter firing staff, closing buildings, consolidating servers
This is the time to tighten up and prepare, not try to overexpand