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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: sandeep who wrote (20066)	8/24/2024 1:10:40 AM
From: Raimiar Civic	Read Replies (1) \| Respond to of 26668

The robotaxi business will be the primary driver of Tesla's future growth. However in 5 years when people start plunking down $25K for optimus bots (a 1-time cost) to take care of their invalid parents, well that's a lot cheaper that $150K per year for round-the clock-human caregivers. The potential is enormous. I guess we will see where TSLA stock price is, in 5-years time. It sounds like you have it it for Musk tho - did this start when he acquired Twitter/X and decided to lift the restrictions on those with conservative views?

To: sandeep who wrote (20066)	8/24/2024 6:13:29 PM
From: #Breeze	4 Recommendations Recommended By Cogito Ergo Sum Return to Sender Selectric II toccodolce Read Replies (2) \| Respond to of 26668

SD, Amazon is a platform. Its built an impressive technology infrastructure and logistics capabilities to provide an exceptional e-commerce customer experience. It was opportunistic to provide its AWS cloud solution to the enterprise. But AWS is integral to its e-commerce business. If it spun it off they'd lose control of a mission critical piece of its enterprise. Moreover the gross margins of AWS are generating huge cash flows and significant EBITDA to its business. TELSA's automobile is not a platform. The technology TESLA has developed addresses many other use cases beyond its core market and can address enormous market opportunities, like AI. So how does it monetize that technology. As the CEO and large shareholder Musk will figure it out. You cannot dispute that shareholders who bought his vision at the IPO and later have been handsomely rewarded. I get you don't approve of his business practices. The solution is don't ever be a shareholder of a company whose CEO you do not trust. That way you'll never be disappointed.