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Thoughts on Elon, partnerships, and perception
Every other vehicle company was scared to associate themselves with Elon and Tesla. No one committed to a real partnership on FSD. Its not because they dont see how good FSD is. Elon appeared to also be actively pitching this and not one company signed on.
Elon needs to go for the kill and take them out of business. No more Mr Nice guy that shares all the IP for free.
Itโs going to be interesting to watch how companies announce partnerships with him at SpaceX. Itโs a lot harder for them to avoid it here.
Eventually, being associated with Elon is not going to be a bad thing again. We need that shift as investors. Heโs stubborn and doesnโt really care โ but just like with Tesla and getting FSD deals done, this stuff actually matters.
Imagine driving down the interstate at 90 mph when suddenly a flatbed 18 wheeler decides to slam into the guard rail and then lose its load of 32 steel I beams. I was about 100 yards away from when this happened. Counting my blessings today.
Iโm gonna be honest with you, as a deep long-term Tesla investor I am still quite surprised that Tesla has not yet recovered the 100 point loss after earnings despite significant advancements and catalyst that highlight this company as being one of the best in the automotive industry and one that has the potential to outgrow even the biggest companies. Investors seem very shortsighted, and I am still very surprised and cannot comprehend. why the market has brought Tesla into the low 300s. Tesla is set up better right now than ever has been in the history of this company.
Itโs quite hilarious just listening to the Tesla โinfluencersโ complain about speed profiles. You guys have way too much time on your hands. FSD is so good that you have all this extra time to think while your car drives you. Itโs intuitive just let it be.