Jordi Visser
đ€ SpeakerAppearances Over Time
Podcast Appearances
Like we're at a stage now where I have said it.
I'll continue to say it.
It will be the best performing large cap stock this year over any of the mags.
Tesla.
Tesla.
So I'm on board with you.
I'm already down like 10%.
But that means...
So on the first part about the $10 trillion company thing, you hit on all the reasons why it's going to take a long time to get there.
Even if you believe in all of the stuff in scaling, the one thing I will say is eventually you get to the problem of either capital
because he's got to expand.
He wants to go to Mars.
He wants to put the data centers in space.
He wants the robo taxis and the robo trucks to be everywhere and humanoid.
So part of the issue comes down to he's the master of scaling, but he also will need capital.
And the question is, can he just go out there and get the capital that he needs?
And will it have to be in the form of debt?
Will he have to make a big bet just like the hyperscalers did?
And will that become an issue?
Because