Jon Quast

This is the newest stock to my portfolio.

Personally, I wish I'd have bought it after it fell after earnings, but still, it's one that I expect to be a long-term, drama-free contributor to my stock performance and one that I like here.

It's a good question.

Here's the thing.

Elon Musk has promised a lot more than what it just delivered this week.

Talking about this is going to be much bigger in many, many cities across the United States.

Sure.

Well, maybe even by the end of last year, I don't remember what it was.

But yeah, this is a step in that direction.

But it's still just a step.

And as you point out, it seems like we're still monitoring this car pretty closely without the safety driver.

Here's the thing with Elon, take what he says very seriously, but don't necessarily take the timetable seriously.

Pay attention to when and go ahead and toss that out.

But what he says is very serious.

For example, he just said,

expect AI data centers in space in the next three years.

When I hear that, I say, I need to take AI data centers in space pretty seriously, but probably not within three years.

In the same way, these robo-taxis without a safety driver, yeah, we are promised a lot more, a lot bigger, and a lot faster, but we are moving in that direction, and I do take it seriously.

Yeah.

This is a general trend out there, making devices that weren't collecting data smarter by collecting data.