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Tesla - $TSLA

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…
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Carnegie fellow: a pause on frontier AI alone is too good a deal for China to happen
21 arguments: Why he puts about 10% on doom once political outcomes are counted, the compute-for-access deal he wants Europe to strike, and why…
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Elon Musk: have the AI labs test each other's models, and China would probably agree
13 takeaways: What SpaceX's president says computer rental is doing to revenue, the 50–60% odds on catching Starship next flight, and why Terafab exists…
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Scott Keogh: Scout starts in the high fifties, against rivals in the high seventies
10 insights: the four-cylinder generator that gives an electric SUV 500 miles, why 85% of his retail spending goes into service, and what one interior…
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Danielle Rios: the GPUs telcos are buying go obsolete in 18 months, not 5 years
14 insights: Why she says operators are signing up for a chip treadmill, what Nvidia actually wants from telco data centers, and the Nokia Bell Labs cut…
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Seawolf's co-founders: 70% of hyperscaler AI revenue comes from Anthropic and OpenAI
12 takeaways: Why Porter Collins has never held more conviction in gold, how the multi-manager pods made shorting almost impossible, and the mystery…
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Brian Gu: China now sells more EVs than gas cars, and 1,000km is already enough
10 takeaways: Why XPeng calls itself a physical AI company, what a "land aircraft carrier" is, and the regret behind a Nobel Prize he didn't win
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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…
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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
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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…
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Emad Mostaque: OpenAI solved a Millennium Prize problem with 10,000 agents in 88 hours
13 takeaways: why a compressed model can now escape containment forever, his case for 100 million government-backed robots, and why labs keep their best…
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David Cahn: nobody can price a private AI company until Anthropic gets out
8 takeaways: Why Sequoia's investor says the neoclouds' one real innovation was financing, what he asks before backing a hardware founder, and the power…
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