Matt Frankel

So if you're an energy sector investor, be prepared for these kinds of swings.

If you're invested in stocks that have kind of more secondary impacts of oil price swings, then just know that it's not a permanent headwind for the business.

It's just a temporary condition.

And if you're invested in great businesses, then it'll even out over the long term.

It certainly is ambitious.

But I mean, first of all, keep in mind that, you know, the Gigafactory seemed like a very ambitious project at first and that was delivered.

But keep it in perspective.

You know, the three companies that you mentioned, XAI, SpaceX and Tesla,

they have a combined valuation of well over $2 trillion, over $3 trillion, depending on who you ask.

So spending $25 billion in CapEx, even if it's on the largest chip factory that will ever have been built in the world, it isn't exactly a massive bet in terms of spending, especially when you consider Amazon is spending $200 billion on CapEx this year.

And Tesla has always liked to handle as much as possible internally.

I mentioned the Gigafactory with batteries.

Take it with a grain of salt.

Musk does have a history of

Not necessarily under delivering and over promising, but really aiming for the stars when it comes to innovations.

And he usually gets about 80, 90% of the way there.

So we'll see how this goes.

So think back to some things that are now commonplace in our everyday life that were major trends not too long ago.

Things like software as a service and smartphones are even.

And I can even remember back to when e-commerce really was an early stage trend.