Tuesday, April 09, 2024

$TSLAQ

We do love to make fun of Elon, but the market cap of Tesla is $550 billion, ten times the market cap of General Motors. There isn't anything to justify it. Even if you believe in "robotaxis," there's no reason to believe Tesla has figured out what Waymo has not, that Tesla could have even a temporary advantage on such a product.

And yet it persists.