Wall Street Just Woke Up To
Tesla Winning Robotaxi
All the "Tesla Killers" are Dying by Isai Lopez Salazar
For many years now, I have argued Tesla had the entire automotive industry in check-mate, which was always crystal clear to me. This Brighter with Herbert interview with Walter Piecyk of LightShed partners breaks dow the raw economics of autonomy, as well as the scale of Robotaxi, and why Tesla is far closer than most institutional investors have realized, as they are all waking up to a new normal.
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