Paul

[Paul @budggee]

We happened across a Waymo in London..

[Paul @budggee]

Here for the second time in three weeks, magical band and artists 👌

https://t.co/DY4RBSVYxK

[Paul @budggee]

If the Model Y can scale to 1.2m units in 3 years surely Cybercab can at least double that 🤷‍♂️. I don’t see regulatory hurdles curtailing this significantly given current progress. At 5bn in nett profit for every 140,000 on the road that’s 85bn…say 100bn overall. At a 150pe (given the growth) we’re looking at a share price of circa 5000 early 2029 ex Optimus. This, to Me at least, seems the simplest way of looking at things assuming FSD is a solved problem and the competition isn’t coming given AIs current trajectory. I hope both our estimates turn out to be true, ironically not a great deal of money required to enjoy this beautiful Country…way of life 🤗.

[Paul @budggee]

@WR4NYGov But the traffic is hell in cities for cars. Scooters far quicker for short low speed journeys city center, way more convenient and pretty safe. Grab riders seem to ride more safely than Bolt in my experience too.

[Paul @budggee]

@WR4NYGov Maybe he gives it to that 1bil for free based on the profits from the rest 🤷‍♂️

[Paul @budggee]

@DillonLoomis No no no ….

[Paul @budggee]

@TacticzH @alojoh You could argue that the present valuation is now fully justified in that FSD is a solved problem. The income hasn’t arrived but the chances that it won’t are now markedly reduced 🤷‍♂️

[Paul @budggee]

@alojoh @alojoh what specific brands of these supplements do you take please ? powder or capsule please ?

[Paul @budggee]

@CernBasher Very brave and very good, bravo! 🥳🥰

[Paul @budggee]

@TeslaBoomerMama We don’t know what we don’t know 😉

[Paul @budggee]

@alojoh Uber not too far behind

[Paul @budggee]

@sashayanshin @wholemars Maybe because the profits and viability of one over the other pale when you consider the size of the disruption over such a short timescale 🤷‍♂️

[Paul @budggee]

@CernBasher 🤣

[Paul @budggee]

@garyblack00 Usual reply I know, but this won't age well ...

[Paul @budggee]

@EvasTeslaSPlaid @Tesla Just how naughty are you ……

[Paul @budggee]

@mrfundman This won’t age well …. just saying 😉

[Paul @budggee]

@WR4NYGov Correction loose 22m

[Paul @budggee]

@WR4NYGov They make 1% 🤷‍♂️

[Paul @budggee]

@CernBasher You’re a lucky Man Cern I think you likely know that 😉 so let her drive it and pay the valeting and repair bills 😜