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Ken's avatar

Why do you think the market hasn't priced in Tesla's AI/Optimus/EV-adjacent opportunities? I bought in to TSLA back in 2016, and sold in 2021 feeling $1T squarely priced in all those opportunities x uncertainty/risk.

Personally, I'm waiting to see a cohesive strategy of outsourcing with deeper partnerships before buying back in... ala Amazon "sell everything" philosophy or Apple's IP-heavy/manufacturing-light business.

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Zan Tafakari's avatar

Great essay, Chris! Enjoyed the idea of cross pollination between the companies.

do you think your position would change if any of his other companies really took off (e.g. spacex?)

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