Chris Williamson

And like, where are most of the raw materials in the solar system?

let alone the galaxy, not on Earth.

We have this bias to the only raw materials that matter are wood and farmland, but there are raw materials, atomic raw materials on every other world and in the asteroid belt and just floating around in space.

And getting the technology, the Starship to go access them is going to be an unbelievable boon for humanity.

But it does take that leap of imagination to get there.

Tesla is, I think, going through, like these startups are stacked S curves, right?

And so electric cars was one very fundamental innovation.

Autonomy is a whole nother one.

And so a big question mark is this leap to autonomy.

And then he's already looking around this corner to do humanoid robots.

Yeah, humanoid robots are in Tesla.

He's just shut down the Model X and the Model S production lines and switched them over to building humanoid robots.

That is coming quickly.

He's starting to build robo taxis that are fully autonomous, no steering wheel.

Thinking that the autonomy curve is there, and he talks about this being one of the biggest markets of all time, and that Optimus is even bigger.

He's also now, I think this is underrated because it's a

not a consumer product, but they are building an unbelievable amount of batteries, which is powering the kind of like solar to battery grid conversion, which is going to speed up energy that drives all the compute for the AI revolution.

And then there's a whole nother kind of, they are backwards vertically integrated.

They're producing, they've just built a new lithium refinery.

And so they're like, we are supply constrained in many cases.