Tesla - Profound! (Patreon)
Published:
2024-12-21 04:21:22
Imported:
2026-06
Content
Tesla is a world-class execution machine that's systematically expanding into the largest addressable markets in history.
The auto business was just their first act
AI transport and AI labor are where the real massive value creation will happen.
AI Transport will be much larger than the entire traditional auto industry.
Data and network effects will create a virtuous cycle of continuously improving AI driving giving Tesla a competitive advantage.
AI labor will be biggest market of all - even AI transport is just a subset of AI labor.
In summary, Tesla's true advantage is their ability to out-execute world-class competitors in massive new markets.
Few get this. NOBODY COMES REMOTELY CLOSE
Inspiration Dave Lee friend of the channel.