TSLA’s market cap is extremely lofty—halving it seems more realistic. It rides on unproven Optimus robots amid leadership churn & supply hurdles, shrinking EV share vs. BYD/Nio, and Dojo AI squaring off with Google & Meta. #TSLA
Tesla is proving Optimus efficacy little by little.
Leadership churn? Is that in reference to Kovac leaving Tesla on great terms after nearly ten years of service? For Kovac to leave, he definitely got Tesla to a certain level of success with the Optimus project. He's leaving soon after a bunch of Optimus progress videos. Not to mention, Tesla is only showing the public 6-12 month old Optimus progress.
BYD & Nio just aren't profitable. Tesla is profitable.
What's your last point about Dojo AI squaring off with Google & Meta?
TSLA’s market cap is extremely lofty—halving it seems more realistic. It rides on unproven Optimus robots amid leadership churn & supply hurdles, shrinking EV share vs. BYD/Nio, and Dojo AI squaring off with Google & Meta. #TSLA
Tesla Stock was already halfed.
Tesla is proving Optimus efficacy little by little.
Leadership churn? Is that in reference to Kovac leaving Tesla on great terms after nearly ten years of service? For Kovac to leave, he definitely got Tesla to a certain level of success with the Optimus project. He's leaving soon after a bunch of Optimus progress videos. Not to mention, Tesla is only showing the public 6-12 month old Optimus progress.
BYD & Nio just aren't profitable. Tesla is profitable.
What's your last point about Dojo AI squaring off with Google & Meta?