Robotaxis

Former 7investing adviser: Tesla was a $40B value stock, at $1.12T it's a buy-hold

10 takeaways: The 2019 call that got him called crazy, why falling slower than the EV market is enough, and the $721 model that Tesla has already fallen…

Sep 16 • The Scuttlebutt

Waymo's $126B Valuation Now Matches All Of Uber's

11 takeaways: Why Uber's operating margin swung 55 points in six years, how exposed it really is to robotaxis, and what its $14.8B Delivery Hero bid is…

Sep 11 • The Scuttlebutt

Buy Hold Rant: Meta's Muse Added $90B to Its Market Cap in a Day

7 takeaways: ChatGPT's Astra undercuts Opus on price, Tesla's cybercab math nets Tesla just 1% more revenue, and why Micron still beats Broadcom

Sep 11 • The Scuttlebutt

Equity Mates: Baidu now runs robotaxis in 28 cities against Waymo's 14

13 takeaways: Tesla self-certified a car with no steering wheel, One Nation wants Australians to divert 3% of their super into their pay, and the toggle…

Sep 11 • The Scuttlebutt

Nvidia's $96.2 billion quarter, a 200,000-account Chinese bot farm aimed at US data centers, and OpenAI's own inference chip | Moonshots

Whether Nvidia is quietly financing its own demand, Musk's $3.5 trillion SpaceX projection, why 70% of China's AI tokens go to video, and a…

Aug 30 • The Scuttlebutt

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