Jonas’ bull case for $TSLA 2030 is a robotaxi fleet of 1 million vehicles. My bull case for 2026 is a 10 million robotaxi fleet making $500B in gross profit. Wall Street can’t hear Jimi. @stevenmarkryan @bburnworth
Jonas’ bull case for $TSLA 2030 is a robotaxi fleet of 1 million vehicles. My bull case for 2026 is a 10 million robotaxi fleet making $500B in gross profit. Wall Street can’t hear Jimi. @stevenmarkryan @bburnworth
Jonas also misses the double impact of newer factories, and being on the same continent as the customer, on lowering cost and increasing margins. @ICannot_Enough @freshjiva
He sees it but he doesn’t see it. Massive cost reduction discussed in first paragraph but that doesn’t make it into his margin numbers. Interesting view on new Gigafactory locations.