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by TheAlchemist 464 days ago
Is it ? Can you argue a bit here ?

From my perspective, Tesla is at >100 P/E ratio based on last year. Next year they will probably be loosing money given how sales are cratering everywhere. Some people see it as a software company - in reality it's a carmaker, employing >100k people. These people will have nothing to do next year for half of their time.

Tesla fans themselves say that it's not longer a car company - it's AI / Robots company. Does this view will still stand without Elon ?

1 comments

Sure... no question it would go down. 90%? He isn't that important.

I'll pull my own prediction out of thin air: Maybe the stock value will actually increase.

I'm really curious why you say he isn't that important. Could you elaborate, how you view the following Tesla business with / without Musk ?

Car sales

Robotaxi

Optimus

Energy

Isn't optimus an nVidia thing?