Jordi Visser
đ€ SpeakerAppearances Over Time
Podcast Appearances
And at a minimum, the multiple should come down.
The companies are great.
The revenues are growing.
Not a problem.
Ladies and gentlemen, that's the nicest way anyone's ever told me you're going to lose money.
No, no.
See, now is where the important part comes.
Just like...
We need Bitcoin to separate from software.
You need Tesla eventually to separate from those companies because Tesla, he has already built out the scaling for this.
He's moving into robotics and hardware, which is the next stage.
Decentralized compute or edge AI, it's all about humanoids.
It's all about
the automobiles, it's all, what did we hear from Google?
Wasn't Waymo doing a big raise all of a sudden?
Why are they doing that?
Well, because they don't have many cars and because Elon's about to press the button and have gazillion cars.
What did he do with the Model S?
He's stopping these cars.
Because he needs to be making mainly humanoids and not as many cars.