Gary Black(@garyblack00):The notion that only $TSLA can achieve unsupervised autonomy in EVs is as idiotic as thinking only Chat GPT/ Anthropic’s Claude/ $GOOG’s Gemini, and now $META Muse can build an AI agent that pays your bills, shops, makes bookings, and otherwise runs your life. Barriers to entry are not sky high, substitute products are plentiful, and many formidable competitors are chasing the pot of gold at the end of the rainbow. Big difference: $META trades at 25x 2026 Adj EPS, while $TSLA is priced at 230x 2026 Adj EPS. Both are expected to grow revs over the next 5 years at +18%.

2026.09.24 18:36

The notion that only $TSLA can achieve unsupervised autonomy in EVs is as idiotic as thinking only Chat GPT/ Anthropic’s Claude/ $GOOG’s Gemini, and now $META Muse can build an AI agent that pays your bills, shops, makes bookings, and otherwise runs your life. Barriers to entry are not sky high, substitute products are plentiful, and many formidable competitors are chasing the pot of gold at the end of the rainbow. Big difference: $META trades at 25x 2026 Adj EPS, while $TSLA is priced at 230x 2026 Adj EPS. Both are expected to grow revs over the next 5 years at +18%.