31–40 of 219 posts
I'm still struggling with the idea that 4,400 millionaires are going to be created overnight (out of 22,000 employees) Because many of them are going to sell sell sell at least half of their shares Which then means the value will PLUMMET
I know this sounds "bad" but early in Tesla's forcasts, I've seen many "highly unlikely" articles, but Tesla ended up blowing past expectations. This one is tough too, but I hate just dismiss it as unlikely especially with Elon at the helm
I plan to stay the fuck away from it either way, but he's at least someone who's not only good at this stuff, showing their work and approaching it professionally.
I haven't had time to watch the video, but I read through part of the blog post, and seems he believes 1.2T is possible,but I won't know how much I agree with that until I finish reading/watching it all.
It's at, the very least, a professional presentation so it's a hell of a lot easier to see why and what he does/doesn't agree with.
You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.
Sorry, but I'm not pricing a stock today based on the assumption that this country will turn into a theocratic autocracy with a 70% YoY inflation rate for 15 years. Besides, if I was pricing that in, I'd be buying indexes and not a specific stock. The 70% YoY inflation would rise all tides. Not just SpaceX.
I'm still struggling with the idea that 4,400 millionaires are going to be created overnight (out of 22,000 employees) Because many of them are going to sell sell sell at least half of their shares Which then means the value will PLUMMET
You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.
Sorry, but I'm not pricing a stock today based on the assumption that this country will turn into a theocratic autocracy with a 70% YoY inflation rate for 15 years. Besides, if I was pricing that in, I'd be buying indexes and not a specific stock. The 70% YoY inflation would rise all tides. Not just SpaceX.
Or, in other words, it's a joke.
I know this sounds "bad" but early in Tesla's forcasts, I've seen many "highly unlikely" articles, but Tesla ended up blowing past expectations. This one is tough too, but I hate just dismiss it as unlikely especially with Elon at the helm
A lot of "income" comes from selling regulatory credits, not cars.
FSD is up to v14 and there is no sense in which it's "Full", or is likely to be "Full" any time soon.
The early computer industry created a good few companies which achieved profitability quickly and posted solid YoY expansion for decades.
The histories of SpaceX and Tesla show no evidence of that pattern.
The actual takeaway question is "is Elon Musk on a frontier of his own — or is the market extrapolating one proven outlier onto an unproven one?" The HN title editorializes its own answer to the author's question.
it's a rhetorical question, not a real one. the author's inclination is clear as day.
the title does the reflection on behalf of the reader which is a disservice.
You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.
Sorry, but I'm not pricing a stock today based on the assumption that this country will turn into a theocratic autocracy with a 70% YoY inflation rate for 15 years. Besides, if I was pricing that in, I'd be buying indexes and not a specific stock. The 70% YoY inflation would rise all tides. Not just SpaceX.
You never know what inflation gonna be in futute. In some countries that turned into autocracies with strong and long standing leaders who love traditional values and religion inflation can easily be 30-70% a year. Then not only 4.3T reachable, but even 43T.