TESLA
For those who think Elon has an incentive to “keep Tesla low” before the merger:
That’s not how it works.
1. These types of things are far too complex to try to plan them , and Elon is smart enough to know that
2. Tesla shareholders have to approve the deal. If they are pissed, there is no deal
The fact is that FSD is very difficult to achieve , as I always pointed out. In a solute terms, I think it’s harder than Optimus and MUCH harder than Space AI (if we assume Starship already exist).
I do think we are clearly at the tail end of R&D, but it is impossible to nail the timing with a quarter precision
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