This story is about our favorite subject - disruption - as that is what we invest in.
My focus is on investing in disruption and destruction, even creating a new words for today called Muskruption and the Muskonomy.
This will be a new Tesla Weekly because there is so much happening right now that it is insane.
It is such an exciting time to be on a train where so much disruption is happening simultaneously.
Several days ago, I spoke about how all the analysts suddenly woke up.
This article came out from Benzinga and they talked about how a new Deutsche Bank analyst, Edison Yu, praised Tesla for its potential to reshape several sectors.
Edison sees Tesla for what it is - shout out to Deutsche Bank for hiring somebody good!
Talk about an about-face moving from ‘I hate Elon and Telsa’ to hiring a new person who just changes everything overnight.
Edison's price target is $295 per share and as a clever analyst, he broke it out as the sum of the parts.
This is a really impressive valuation model.
All the big money I have seen over the last 35 years is made in disruption by getting in early and getting in hard.
We are looking really strong ahead of the 10/10 Robotaxi day.
I believe we will be above level 4, where historically, TSLA has found a bit of resistance at around $251. The momentum looks very strong, so buckle in, as it will be a volatile ride - just like Bitcoin.
The Model 3 was a mass-production vehicle that changed the whole auto industry.
Elon sometimes can be given a bit of excitement but they do have something very special planned.
Shout out to Cern Basher, who kicked me these slides this morning.
I found this one fascinating because it is how Musk Inc. is disrupting the S&P 500 index, including players like Apple, Nvidia, Microsoft, Alphabet, Amazon, and Meta.
How is he doing so with just a car company?
Tesla is disrupting autos and insurance, energy and utilities, transportation and trucking, commuting, and travel.
When you have a car that can drive itself, I am much more inclined to drive longer distances rather than take a plane. Tesla is disrupting manufacturing and labor with bots, AI chips and systems with Dojo, and cloud computing with AI.
All of these companies and technologies embrace S-curves that are colliding simultaneously, disrupting everything as we go.
The biggest AI company leader on planet Earth is Tesla.
They have auto bidder for energy, cars that drive themselves, and even their service and collision insurance is all AI-driven.
$500 million sounds a bit scary, but I am always interested in understanding the math behind these claims...
This math comes from Deutsche Bank. I remember walking the Cybertruck production line twice and observing how it was completely automated.
These numbers are just for Tesla by the year 2030. The company already has Optimus robots running around the factories doing productive work. In 2025, they forecast to have between 1,000 and 2,000 of them.
The world is not ready for what is coming…
Elon Musk says Dojo 2 will be in volume production by the end of 2025 and it will be comparable to Nvidia B200 chips.
I see three big tailwinds from the Dojo Computer Project.
NVIDIA will likely continue to supply thousands of GPUs to Tesla but Dojo will also contribute significantly to NVIDIA's quarterly revenue. Taiwan Semiconductor will also grow. TSM will be producing the chips and they are doing something very special and unique: a wafer on a substrate. This will help them grow chip revenue at a 50% CAGR while helping sustain the AI infrastructure investment.
Tesla is committed to
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