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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.

Comments

believer

🚀🚀🚀🔥🔥🔥TSLA

Dumb_Surfer

So happy to see Dave Lee creating content. Learned a lot from him over the years.

luis lopez

Anyone know why SOL is dumping while everything else is going up ?

LaxGuy36

Bags are packed! Retire on Tesla!

farfignewton

I'm buying TSLA every significant dip. Will nibble more at $400.

Alan Saperstein

Yes right now but as we've seen in auto other competitors will come discounting your price predictions. I own Tesla but I'm realistic.

bettercallSOL

Although not directly tesla stock related, all the AI that Tesla is acquiring from Nvidia will put them in pole position for what you described, at a certain point they will have excess for those applications, then they will move on to turning X/Twitter into a WeChat and I am sure the excess compute in the cars will help maintain that. Like the kids say, that's OP or Over Powered meaning Elon has excess artillery to kick ass and most still don't have a clue how far ahead he is in thought and execution. I'd just like to buy into X or XAi separately from Tesla as he is still 8 steps ahead in the chess match. Elon is the Monster Moat Man for his stocks, or just Super Sapien to you and I.

Jeff Hammer

Not to mention what happens when Trump realizes Elon is getting more attention than him! #DIVORCE

Albert Draz

Saw a chart showing how waymo matching Lyfts market share in just 1yr in cities that allow it to operate. Lower fares and lower costs will be the key metrics in the near future once the cyberCab becomes reality.

Danelle Hayes

🖤 Black Swan alert 🚨 ZERO POINT ENERGY might be a Black swan discovery that wrecks TSLA 😢