Dan Ives

And I think now Musk being wartime CEO, having the comp package, you know, potentially trillion dollar man, this will now define Tesla.

And I also think you're going to see a regulatory roadmap that's going to ease when it comes to autonomous, specifically on the robo taxi build that you're going to have 30, 35 cities.

And I think Waymo is basically going to be a rounding error relative to where I see Tesla.

Look, I mean, if you look, it's data driven.

I mean, the reality is, is that.

Everything I've seen, and obviously we've been there in Austin, you're going to continue to see it expand across many cities over the next few months.

I believe we're there.

Now, I'm not saying that you're going to see the geofence area continue to expand, but it's my view, next few years, 20% of cars on the road

Whether it's New York City, whether it's Boston, whether it's Chicago, you're going to look around and you're not going to see a driver.

I mean, to me, single best buy right here is Microsoft relative to what we see in terms of the stock.

Because the view that now Google, now Amazon, others on the hyperscale are going to sort of eat their lunch.

Look what's happened to Oracle as well.

Look, New York City cab drive was bearish on Alphabet and Google to start the year.

Today, they're bearish on Microsoft.

And I think that's why that has a $100 upside.

I think just like Oracle, there's that too big to fail concept, right?

Where anyone that touches open AI, that's ultimately been an overhang.

But it comes down to like, that would be like me being like, okay, if I could have more Peter Luger steak, would I have it?

Or would I rather own White Castle?

I mean, look, I think we'll see it probably Monday.