All in Tesla
07-28

Tesla has gone nowhere for almost 5yrs. It is a emotional ride with the ups and downs. investors often lose money due to greed and fear. If you're able to overcome your emotions you will do very well in the long term. Give yourself time for robotaxi, AI, robotics and energy storage to play out. Tesla isn't just a automotive company. They're building something which could revolutionise many things which we can't see in the future. I stay invested and should price goes insanely silly again I will scoop up some shares again. 😉

45 Cybercabs on the Road — Enough to Justify a $1.49 Trillion Autonomy Narrative?
Tesla rose 5.42%, then flat after hours: the session priced the launch, the after-hours the reality. Cybercab began carrying passengers in Austin with no wheel or pedals, invite-only, 45 cars; regulators opened a safety review. Waymo opened paid service in three cities the same day. Tesla is ~$1.49tn at ~350x, down 16% YTD, on 45 cars of proof. Bulls: demo-to-passengers is the threshold, owner-operators scale it without capex. Bears: 45 is nowhere near profitable, and a formal probe takes the timeline out of Tesla's hands. Tesla on miles driven, Waymo on paid cities, or wait on the regulator?
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