Jordi Visser

I, the one thing I just don't know with AI and even robotics, the problems that they've still been trying to solve in robotics, if you take

a robot and you have a humanoid and you want to recreate the humanoid.

Well, then the humanoid will recreate the humanoid.

Eventually you get to the same moat problem.

And I have no idea.

So I'm leaving it as he needs to merge these companies because he actually needs to figure out the capital situation for everything that he wants to do.

It's a very big thing.

As much as I like Elon, the one thing that he has absolutely erred on.

100% is the timing of everything.

Now you're talking about the merging of four things together and he's gotta pick and choose.

It's not that he's not capable of it in terms of any one,

But one of the things that becomes hard is when you're trying to grow four things at the exact same time in scale.

And that's the difference.

The SpaceX thing has worked, but if he's gonna send out as many data centers as satellites as he's saying, can he do that?

And can he produce the cars?

And can he produce the humanoids?

And can he get the money to raise it?

Maybe he can, but I'll just say, I think the stock is gonna do great.

I do think the robo taxis will be front loaded into the TAM you're talking about.

I do think the humanoids will be brought in.