Jason Lemkin

And almost the revenue today is just proof of concept.

It almost doesn't matter.

And your bet is when we flip it on for everybody, how many hundreds of billions of dollars is that?

Certainly the bull case today is intimidating, but these are smart investors, right?

The fact that Elon already has a fleet of vehicles that are charged and managed by humans but can run autonomously is something no one else can compete with today.

All of the structural cost issues that Waymo has, he doesn't have most, but that's just a view of the moment in time, right?

Well, hold on.

What Elon has, which is fascinating, it's obvious, but as soon as this really works, and maybe it's only single digit months away, he has millions of people who could be paid more than their lease price to allow the car into the fleet.

And when he said this a decade ago, it sounded effing insane.

He said that your Tesla will be a profit center for you in memo two, right?

And people thought this was, now we're months away from it being true.

Literally most people, if I could lease a Model 3 base for 300 bucks a month and I could turn it on and it goes off and makes me 600 bucks a month and I just have to hose it off and wipe out some puke on Saturday night, a lot of people are going to take that deal.

You'll have infinite surge capacity.

You can choose one.

One we can buy today.

It's the beauty is we don't even need access to an SPV, a triple-layered SPV with 20% up front and 20% carry.

We can go buy it today.

Well, you believe there's clearly a path to 10x the investment, to finish Harry's point.

Sometimes conservatives sees a clear 10x.

That's all you need as a growth investor, is a clear path to 10x.