Brad Sells Uber, Buys Tesla (Patreon)
Published:
2024-11-22 03:09:10
Imported:
2026-06
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Content
Some nuggets:
Autonomy is everything.
Optics under new regime - will be tough for Uber and really good for Tesla and Robotaxi will launch in Q2 2025.
Proximity to power will help. National regulation of FSD makes sense.
FSD 13 is 1000x improvement in FSD
Tesla is running away w FSD and it is winner takes most
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