🚨 JUST IN: Tesla Robotaxi Could Generate $100K + Per Year
A single Tesla Robotaxi could potentially generate over $100,000 in annual gross revenue under high-utilization scenarios, based on 60,000–100,000 miles driven per year.
Starting a series on products with great (and not-so-great) UX.
First: the Zojirushi NHS-06 Rice Cooker.
One switch. One light.
Add rice and water, push the switch.
When it’s done, the light turns off and the switch pops up.
Removing unnecessary steps leaves almost no room for error.
One of my main rules at @Tesla.
Less input, less error.
I’ve owned $AMZN for 15 years, and it’s been more than a 15 bagger for me.
Today, $AMZN is popular again, but investors generally have a short memory. It’s easy to forget that $AMZN stock produced virtually no returns for roughly 5 years. Even after its recent rally, $AMZN has compounded at only about 13% annually over the last 5 years.
Great businesses don’t deliver great returns every year, or even every 5 years. Sometimes the business keeps getting better while the stock goes nowhere. Other times, the stock gets far ahead of the underlying fundamentals of the business.
The point isn’t whether $AMZN is cheap or expensive today. It’s that maintaining perspective is one of an investor’s greatest advantages. Recency bias causes people to extrapolate whatever has happened lately, when history shows that investing rarely works that way.
Of course, past returns have absolutely nothing to do with future returns. But remembering the past can help you make better decisions about the future. 🌹
Was also giving some thought to why Elon converted his options so early.
Even pre spcx ipo he informed he would exercise the options. He could have waited until he announced a Tesla merger with its premium and then done the exercise before expiration. He could have saved millions in his tax bill due Jan 2027 by exercising at $600 Tesla share price.
Reasons to convert now
Believe he wanted to avoid appearance of insider trading with a knowledge of future Tesla share price.
He also wants this done soon to make merger clean. Cursor acquired immediately. $20b xAI debt refinanced. Russell FTSE and Nasdaq inclusion to support IPO price.
Once merger announced there will be arbitrage of the Tesla share price toward the premium offered. $675 won’t be instant. There are regulatory hurdles to clear. There is risk that lock-up expirations will cause Spcx to fall below parity value of $215 ($1.7T). That would scare shareholders of Tesla to vote yes.
Some who buy in at $600 after the announcement will refuse to vote “yes” unless they see SPCX shares rising. To that end I think Elon has plenty of catalysts coincidentally lined up. Cybercabs stationed all over the US ready to deploy, Roadster demo on the new Austin Track, (maybe even at COTA), starship flights 13 and 14, Optimus 3 reveal, Terafab design approval, AI1 demo satellite deployment on one of those starship flights, Grok 5 release (American “open model”?), FSD 15 release, colossus 3 complete, colossus 2 rented, etc. All are due in July August, September time frame. Should buoy SPCX price and promote “yes”votes in an October Annual Meeting.
The stock market is in what I believe is a historic,final parabolic leg of a 44 yr secular bull market.I am raising some of my targets as follows: SPX 10,000, Nasdaq Comp 36,000, DJIA 67,000, RUT 4000, QQQ 950, SMH 800, gold $7000 & silver $200. My other targets remain unchanged.
Your statement is true if goods & services output doesn’t rise dramatically due to AI/robots, but false if it does.
In a normal economy, issuing more money simply increases the dollar price of the existing output of goods & services, meaning people do NOT get more stuff.
If AI/robots massively increase goods & services output, then you actually MUST issue dollars to people or there will be massive disinflation. Prices are simply the ratio of goods & services output to number of dollars.
Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI.
AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.
This may sound bullish, but it’s not, the timeline for unsupervised just got pushed out anywhere from 6-12 months.
Going to be another rough first half of the year.
Cybercab might become the most revolutionary product in the world in the next 18 months because it has the potential to radically transform how people travel across all of society.
Looks like a long form video is in order.