Doug

The argument here is if they pull this off, they have millions of owners of Teslas who can suddenly start adding their thing to the fleet. And it's this incredible value add as a consumer if they want to do it. Obviously, for the person who doesn't want a guy shitting in their car, you don't need to do it. But enough people will, right?

The argument here is if they pull this off, they have millions of owners of Teslas who can suddenly start adding their thing to the fleet. And it's this incredible value add as a consumer if they want to do it. Obviously, for the person who doesn't want a guy shitting in their car, you don't need to do it. But enough people will, right?

And I will do it, right? And it comes back covered in dogs. He shitted his waymo this week to help Tesla. Right in the timestamp, right in the comments. When do you think I shit my pants during this episode? And so even if they don't, like even if every single person who owns a Tesla doesn't use it in this way, they are going to produce these like cyber cabs, right?

And I will do it, right? And it comes back covered in dogs. He shitted his waymo this week to help Tesla. Right in the timestamp, right in the comments. When do you think I shit my pants during this episode? And so even if they don't, like even if every single person who owns a Tesla doesn't use it in this way, they are going to produce these like cyber cabs, right?

And I will do it, right? And it comes back covered in dogs. He shitted his waymo this week to help Tesla. Right in the timestamp, right in the comments. When do you think I shit my pants during this episode? And so even if they don't, like even if every single person who owns a Tesla doesn't use it in this way, they are going to produce these like cyber cabs, right?

Which are meant to be Ubers, these things which are meant to be, this is going to go out into the world and just be an Uber for everybody. So really the idea is if they pull it off, giant if, They just also got Uber, right? If they take over the entire, what is the name of that industry? Like, Uber Lyft. Ride sharing? Ride sharing.

Which are meant to be Ubers, these things which are meant to be, this is going to go out into the world and just be an Uber for everybody. So really the idea is if they pull it off, giant if, They just also got Uber, right? If they take over the entire, what is the name of that industry? Like, Uber Lyft. Ride sharing? Ride sharing.

Which are meant to be Ubers, these things which are meant to be, this is going to go out into the world and just be an Uber for everybody. So really the idea is if they pull it off, giant if, They just also got Uber, right? If they take over the entire, what is the name of that industry? Like, Uber Lyft. Ride sharing? Ride sharing.

If they can, if they pull this off, take all of ride sharing immediately. Uber has a valuation of $150 billion. Lyft, about 40 billion, right? 150 plus 40 plus Tesla's current business. That's $900 billion.

If they can, if they pull this off, take all of ride sharing immediately. Uber has a valuation of $150 billion. Lyft, about 40 billion, right? 150 plus 40 plus Tesla's current business. That's $900 billion.

If they can, if they pull this off, take all of ride sharing immediately. Uber has a valuation of $150 billion. Lyft, about 40 billion, right? 150 plus 40 plus Tesla's current business. That's $900 billion.

Two more.

Two more.

Two more.

Okay. I'll keep it somewhat concise. The other two points... One is Optimus. So they have this robot. If we pull it up here, they have this humanoid robot that they supposedly are going to release. I sure, you know, he says like every year it's going to come out. Who knows if it'll ever come out.

Okay. I'll keep it somewhat concise. The other two points... One is Optimus. So they have this robot. If we pull it up here, they have this humanoid robot that they supposedly are going to release. I sure, you know, he says like every year it's going to come out. Who knows if it'll ever come out.

Okay. I'll keep it somewhat concise. The other two points... One is Optimus. So they have this robot. If we pull it up here, they have this humanoid robot that they supposedly are going to release. I sure, you know, he says like every year it's going to come out. Who knows if it'll ever come out.

If it does, then that is going to be this unbelievable amount of units that they can sell because every company, every home could have these helping out. Now, you might be like, ah, that's pie in the sky. Anybody can make a robot, and that's probably correct. But part of what, for example, Andrej Karpathy has said, who led the Tesla AI stuff, is again, it comes back to this data.

If it does, then that is going to be this unbelievable amount of units that they can sell because every company, every home could have these helping out. Now, you might be like, ah, that's pie in the sky. Anybody can make a robot, and that's probably correct. But part of what, for example, Andrej Karpathy has said, who led the Tesla AI stuff, is again, it comes back to this data.

If it does, then that is going to be this unbelievable amount of units that they can sell because every company, every home could have these helping out. Now, you might be like, ah, that's pie in the sky. Anybody can make a robot, and that's probably correct. But part of what, for example, Andrej Karpathy has said, who led the Tesla AI stuff, is again, it comes back to this data.