Kristin Hendricks
@KHdimples
〽️alum #goblue#, tech investor, 🤖🚗📈 Tesla 🤓
参加 June 2011
899 フォロー中 522 ファン
Traditional Auto Business=one-time transaction, low margins, low market multiple
Tesla FSD/Robotaxi=recurring monthly subscription/per-mile fee, high software-like margins, high PE.
@tesla MOAT is the real world data, data center build out, hardware manufacturing (car/brain), and insanely smart engineers working on the AI software. e.g. @aelluswamy @yunta_tsai @Tesla_AI team
Traditional auto is 11 BILLION miles behind and counting…
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