Doug

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

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

And then Elon is selling. I mean, it makes sense.

And then Elon is selling. I mean, it makes sense.

And then Elon is selling. I mean, it makes sense.

Yeah. So, okay, the stock was ridiculously highly valued. Just for a recap of people, people are saying Tesla's crashing. Just to give a sense of it, Tesla was obscenely highly valued. What, like... let's say six months ago. Then they became double obscenely valued. And now they're back to obscenely overvalued. We're still talking right now after the crash, they are obscenely overvalued.

Yeah. So, okay, the stock was ridiculously highly valued. Just for a recap of people, people are saying Tesla's crashing. Just to give a sense of it, Tesla was obscenely highly valued. What, like... let's say six months ago. Then they became double obscenely valued. And now they're back to obscenely overvalued. We're still talking right now after the crash, they are obscenely overvalued.

Yeah. So, okay, the stock was ridiculously highly valued. Just for a recap of people, people are saying Tesla's crashing. Just to give a sense of it, Tesla was obscenely highly valued. What, like... let's say six months ago. Then they became double obscenely valued. And now they're back to obscenely overvalued. We're still talking right now after the crash, they are obscenely overvalued.

Yeah. Like what I've been describing is all these moonshots of like, if they pull off full self-driving with just vision, that's crazy. Unbelievable achievement opens up so much. If they, the batteries keep growing at the rate, if optimist robots are what they're talking about, And then if all of those things land, maybe it's worth its current valuation. Like that's crazy.

Yeah. Like what I've been describing is all these moonshots of like, if they pull off full self-driving with just vision, that's crazy. Unbelievable achievement opens up so much. If they, the batteries keep growing at the rate, if optimist robots are what they're talking about, And then if all of those things land, maybe it's worth its current valuation. Like that's crazy.

Yeah. Like what I've been describing is all these moonshots of like, if they pull off full self-driving with just vision, that's crazy. Unbelievable achievement opens up so much. If they, the batteries keep growing at the rate, if optimist robots are what they're talking about, And then if all of those things land, maybe it's worth its current valuation. Like that's crazy.

I don't get why it's a hundred X right now. And then particularly a few years ago, the argument I made earlier of they have so much more data than everybody else gives them an obscenely huge advantage when it comes to training the AIs and the systems that are going to achieve full self-driving.

I don't get why it's a hundred X right now. And then particularly a few years ago, the argument I made earlier of they have so much more data than everybody else gives them an obscenely huge advantage when it comes to training the AIs and the systems that are going to achieve full self-driving.

I don't get why it's a hundred X right now. And then particularly a few years ago, the argument I made earlier of they have so much more data than everybody else gives them an obscenely huge advantage when it comes to training the AIs and the systems that are going to achieve full self-driving.

I still think that's true, but that advantage is diminishing so rapidly that I don't know, like right now with what's going on in China. I was not even in America. China's deployment is so large of EVs that that exact data advantage that they've had for a while, that is rapidly going away. And they do not seem like they're right on the verge of full self-driving.

I still think that's true, but that advantage is diminishing so rapidly that I don't know, like right now with what's going on in China. I was not even in America. China's deployment is so large of EVs that that exact data advantage that they've had for a while, that is rapidly going away. And they do not seem like they're right on the verge of full self-driving.

I still think that's true, but that advantage is diminishing so rapidly that I don't know, like right now with what's going on in China. I was not even in America. China's deployment is so large of EVs that that exact data advantage that they've had for a while, that is rapidly going away. And they do not seem like they're right on the verge of full self-driving.

So if they take another three years to get there and it's this, oh my God, incredible thing. They did it without LIDAR. That's amazing. China has the same stuff. So I don't know.

So if they take another three years to get there and it's this, oh my God, incredible thing. They did it without LIDAR. That's amazing. China has the same stuff. So I don't know.

So if they take another three years to get there and it's this, oh my God, incredible thing. They did it without LIDAR. That's amazing. China has the same stuff. So I don't know.