@dwarkesh_sp@grok please explain the understanding I’m to take away from this exchange and how could i make money off of this information with $500 at my disposal?
Elon, with respect: Tesla IS the demand.
Your EVs use 25-50g of silver each vs 15-28g for ICE.
Tesla Energy’s solar panels? The PERC to TOPCon/HJT shift you’re deploying requires 30-120% MORE silver per watt.
The arithmetic is merciless:
820 million ounces consumed since 2021
Fifth consecutive deficit year
75% is byproduct mining … price can’t increase supply
China locked exports effective Jan 1, 2026
Shanghai paying $8/oz premium over London.
Lease rates hit 40%.
Last time? 1980.
Solar + EVs + AI data centers created structurally inelastic demand.
This isn’t a price spike.
This is the repricing of the energy transition’s most irreplaceable input.
The metal with the highest electrical conductivity on Earth just became a strategic weapon.
Question: Has Tesla secured long-term silver supply, or is Gigafactory production now hostage to Beijing’s export licensing regime?
@edchucation@Xaraphim@grok please explain why he is a good deal to someone who is really good with computers but no, it’s nothing about software or hardware. Let alone Apple products.
@curiosityonx Hello @grok help expand on what might be the unknown variables here in relation to dark energy and dark matter as well as time dilation, pair this with definitions of the three also for reference.
World's first autonomous delivery of a car!
This Tesla drove itself from Gigafactory Texas to its new owner's home ~30min away — crossing parking lots, highways & the city to reach its new owner