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Why I am avoiding $TSLA: $TSLA bull thesis was based on two assumptions: $TSLA would be exclusive provider of robo-taxi and autonomous robots for at least several years. We see that this is not going to happen. The structure in both industries are evolving similar to computers: A dominant... operating system provider with several OEMs. It's clear that $NVDA intends to be that operating system provider in both industries and OEMs are ready to build on its infrastructure. $GM is already collaborating with $NVDA on autonomy and there are formidable competitors in humanoid robots like Figure AI and Boston Dynamics. Though autonomy and humanoid robots are going to be giant markets, it's very unlikely that $TSLA will collect monopoly rents from them.show more

Oguz Erkan

122,921 subscribers

310,425 views • 1 year ago •via X (Twitter)

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11 Comments

Bill Ackman1 year ago

All of these arguments are supportive of @Uber. You should buy some.

Dan Ryder - primedefi.com1 year ago

DeFi’s momentum is just getting started. BTC staking is poised to become a $12B industry by 2025. Ethereum L2s are proving their profitability with skyrocketing gains. AI-powered tools are redefining the way trades are executed. The future belongs to those who stay ahead of the curve. What’s your top pick for the next big leap in DeFi?

Cole Grinde1 year ago

What other company can literally flip a switch and turn their existing car into a robotaxi? $TSLA and no one else.

Jeff Lutz 🔋1 year ago

Dont be silly. no one making a decent model thought they would have 100% market share.

Hunter H. Hedge1 year ago

you don’t need to be a bull. That’s fine. But citing GM getting into autonomy using NVDA is not really that big a deal. You thought nobody else would compete, ever? Cmon. For all the whining about FSD taking longer than expected, wait till GM gives it a go. They still have issues making a normal EV.

lawson crusade1 year ago

incredibly questionable decision based upon the fact that boston dynamics creates the same “dumb” robot for the last 30 years, and you think GM(🤣) will partner with nvda to solve that problem in no time? laughable🤣 tesla is several years ahead of all, based on 1st principles 🤣

Josh1 year ago

It’s gonna happen. 12.6.4 FSD is amazing, you can see autonomy coming. GM can pair with NVDA all it wants but it doesn’t mean anything with the data and miles and GM doesn’t have it. They can even make money in the electric side and won’t for a long time, hence the pull back in production. Tesla will be THE game in autonomy. You need autonomy that can adapt to the environment, Tesla is it.

Josman111 year ago

It was never part of $TSLA 's plan to be the exclusive provider of robotaxi and humanoid robots. There is a huge TAM and only with a small part of it $TSLA could grow to Trillions

Gainzgar ⚡️1 year ago

This was a weak take. You should learn more about Tesla. Vertical integration allows them to do this at scale and with massive profits.

MiaMarket26💎1 year ago

My man you are completely lost on Tesla

jason safriet1 year ago

Yeah... not a thoughtful reason. ill stick with Elon and his 7mm cars already on the road. The fsd that has 10's bb's of miles of data... the Robots which are already being produced..

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