There is a massive execution gap between an incredible laboratory demo & rolling millions of autonomous cyber workers off an assembly line next year.
At the current valuation, Tesla is already priced as a cutting edge robotics & autonomy giant rather than a traditional car manufacturer.
However the mass production timelines take longer rather than initial marketing presentations imply.
It is better to dollar cost average Tesla than go all in as it strips the emotional anxiety of trying to time Elon Musk's volatile announcements & prevents you from buying into a short term hype peak.
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- cozyziΒ·09-22TOPThe bigger gap might be approvals, not assembly. Who is actually modeling FSD liability and city by city permits into that robotics premium?1Report
- predator007Β·09-22TOPDCA makes way more sense here. Tesla can stay expensive longer than people expect, and the autonomy plus energy angle is why the story still works for me1Report
- zumaΒ·09-23thx1Report
- VivianChuaΒ·09-23Nice πππ1Report