that he got the smartest people in the world & being a 400-pound gorilla, he could spend big bucks. 

Then he'll say, for every 10 billion he spends, he needs them to spend a 100. 'Let's do business.'

"I will bring your country jobs and a sustainable future and you help me set the hegemony."  

company in the world and to do that, he ain't just doing the cars. 

You gotta go unit X price, you gotta go SaaS, and you need full autonomy. These are the things that

 we investors need more evidence of particularly, in full autonomy where it's still overhyped. 

We need to keep working with our battery, tech, and internet experts to stay ahead of the curve

and take industrial crusty folks like myself out of our comfort zone. 

The range of outcomes for Tesla is very wide.  We're kind of gasping for breath. 

Frankly, the retail investors got this right. 

I would challenge you to find another company that is innovating at a faster rate than Elon Musk. 

That's probably pretty accurate despite the fact that other car companies are in the game. 

They are far in ahead and they're trying to be more ahead with batteries. 

COVID has accelerated trends and selections of companies that are going to be important in 10 years

I think Elon now feels out of danger and he talked about that for a long time.

Now they have reached that scale that is necessary to sustain things. 

And now Tesla is doing the smart thing, raising money, basically putting free money on their books

at a very high price. This solidifies Tesla's position forever as a leader in EV and battery. 

From probably one of the most hated companies, investment-wise, to its position now. 

I think that Tesla is recession-resistant. 

I was a skeptic with Tesla but I am no longer a skeptic. When the data changes, I change. 

This is why there is a huge disconnect in the market and inefficiency in valuations are so large,

It's because the Auto Analysts alone are not equipped to cover and analyze Tesla. 

You need Robotics Analysts, Energy Storage Analysts, AI Analysts, and SaaS Analysts. 

You need all of those. The Auto Analysts are not equipped to analyze Tesla. 

In the EV market right now, it's Tesla's world and everyone is paying rent.