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Cake day: December 18th, 2023

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  • The thing is: in the past they used the R&D for things like model 3 and model y, huge commercial successes, now they are investing it in cybertrucks, robotaxis, humanoid robots and AI, which are either proven failures, vaporware, non-monetizable or a combination of all the above.

    As they slow down sales, the credits will also slow down, and if (when) he is thrown under the bus by Trump, will go away completely.

    2025 tesla is completely different from 2017 tesla. Both overvalued, but with very different outlooks.