Doug

Like all the other EVs don't have this kind of power management system and technology and deployment, right? So in theory, just in the same way that Tesla's superchargers are the de facto chargers across the nation, right? They can also be-

possibly will yeah okay if ford comes in and releases an amazing ev that's great but they're almost certainly going to be using tesla's batteries their system their charging network and that is almost going to be as valuable or more valuable because the amount of energy that is going to be needed and used and even within ai like battery technology this is going to become a massive industry is and is going to keep growing estimates that it's going to grow like i don't know like 900 or something crazy i forget the exact number over the next like eight years but batteries

possibly will yeah okay if ford comes in and releases an amazing ev that's great but they're almost certainly going to be using tesla's batteries their system their charging network and that is almost going to be as valuable or more valuable because the amount of energy that is going to be needed and used and even within ai like battery technology this is going to become a massive industry is and is going to keep growing estimates that it's going to grow like i don't know like 900 or something crazy i forget the exact number over the next like eight years but batteries

possibly will yeah okay if ford comes in and releases an amazing ev that's great but they're almost certainly going to be using tesla's batteries their system their charging network and that is almost going to be as valuable or more valuable because the amount of energy that is going to be needed and used and even within ai like battery technology this is going to become a massive industry is and is going to keep growing estimates that it's going to grow like i don't know like 900 or something crazy i forget the exact number over the next like eight years but batteries

storage the idea that in the future as we unlock more types of energy generation that there's systems that are like we're selling energy to each other that people again like the tesla thing you can have solar panels in your house and you sell the extra energy onto the market and this becomes a real value add for people with tesla taking a piece of every single thing it's another one of those like if this lands and they can deploy it to everybody and get there crazy valuable a massive if though

storage the idea that in the future as we unlock more types of energy generation that there's systems that are like we're selling energy to each other that people again like the tesla thing you can have solar panels in your house and you sell the extra energy onto the market and this becomes a real value add for people with tesla taking a piece of every single thing it's another one of those like if this lands and they can deploy it to everybody and get there crazy valuable a massive if though

storage the idea that in the future as we unlock more types of energy generation that there's systems that are like we're selling energy to each other that people again like the tesla thing you can have solar panels in your house and you sell the extra energy onto the market and this becomes a real value add for people with tesla taking a piece of every single thing it's another one of those like if this lands and they can deploy it to everybody and get there crazy valuable a massive if though

And that is the argument for why Tesla might be worth a hundred times what it makes it.

And that is the argument for why Tesla might be worth a hundred times what it makes it.

And that is the argument for why Tesla might be worth a hundred times what it makes it.

Can I admit something?

Can I admit something?

Can I admit something?

All right. This is not a joke. 10 minutes before we recorded this, I sold half of my Tesla stock. I bought a bunch.

All right. This is not a joke. 10 minutes before we recorded this, I sold half of my Tesla stock. I bought a bunch.

All right. This is not a joke. 10 minutes before we recorded this, I sold half of my Tesla stock. I bought a bunch.

I bought a lot a few years ago because of the full self-driving thing, and I am now not nearly as confident that they're going to succeed it. Literally looking into all this made me sell my Tesla stock.

I bought a lot a few years ago because of the full self-driving thing, and I am now not nearly as confident that they're going to succeed it. Literally looking into all this made me sell my Tesla stock.

I bought a lot a few years ago because of the full self-driving thing, and I am now not nearly as confident that they're going to succeed it. Literally looking into all this made me sell my Tesla stock.

I think there's an argument for all this, but I wouldn't go all in on it.