Today’s Nuggets
The Leader in AI and Soon to be AGI
The Only EV Charging Network in North America
Celebrities are Making Everyone Want One
How the Machine Makes the Machine
The World Leader in Energy Storage Solutions
Global Expansion While the Competition is Retrenching
Highest Owner Ratings and Customer Satisfaction
Integrated Software Stack Powers It All
DoJo Data Center for Training Real-World AI
No Competition & No Company Like It
I specialize in misunderstood assets like CleanSpark, MicroStrategy, Solana, etc. Approximately 15 months ago, I produced content just like the one in this newsletter about an asset called Solana. It was trading for about $8 at the time, and today it nearly hit $150 or 1,875% growth.
Today, I will explain why Tesla is a special company and why I believe it is the asymmetric equity of the next ten years.
Tesla is known for its electric cars. The company offers innovative energy solutions, including AI-driven energy solutions like AutoBidder. It is a leader in AI and soon to be AGI. If they nail this, they should have an equivalent market cap to the leading AI company today.
The integration of AI technology in Tesla's vehicles will enable them to do full self-driving. Everything is continually monitored, analyzed, and enhanced, including details like the weight of the human being in the car's seat. Many people believe Tesla is 99% of the way to full self-driving vehicles today.
Tesla continuously uses data from its vehicles to improve product features and service offerings.
The data collected helps Tesla enhance vehicle performance, safety, and overall user experience.
Insights from data collection enable Tesla to stay ahead in innovation and meet customer demands effectively.
The data they collect helps them enhance vehicle performance, safety, and overall user experience.
Insights from data collection enable them to stay ahead of innovation and meet customer needs and demands.
Tesla's expertise in artificial intelligence and machine learning, developed through its work on self-driving cars, can be applied to the Optimus robot. This will enable the robot to learn and adapt quickly to new tasks and environments, making it more versatile and efficient.
Tesla's extensive experience in manufacturing high-quality electric vehicles and its large-scale production facilities can be leveraged to produce the Optimus robot at a competitive cost and scale, giving Tesla an edge in the competitive robotics market. Many people are forecasting that Tesla will be able to build 10 to 20 million of these bots in the next two years.
Integrating the Optimus robot with Tesla's existing products and services can create a unique value proposition for customers, leading to increased efficiency and cost savings for both residential and commercial applications. Tesla uniquely has the scale, energy storage solutions, and brains with its neural network to lead in this sector.
Tesla has almost reached the tipping point of scale in its 4680 battery cell technology. This battery storage technology will contribute to the company's existing vehicles and future modes of transportation along with the bots.
Tesla's over-the-air updates allow for seamless delivery of software updates to vehicles, enhancing functionality and performance. Customers benefit from receiving new features and improvements remotely, saving time and avoiding the need for physical service center visits.
This demonstrates Tesla's commitment to continuous enhancement and customer satisfaction through convenient technology updates.
Traditional manufacturers such as VW and Ford have been unable to do this, and Tesla has delivered such solutions for nine years.
No other company is more vertically and technologically integrated. Tesla is the most American-made car manufactured today, as it maintains control over the entire production process, from design to manufacturing.
Vertical integration enables Tesla to streamline operations and reduce costs by eliminating third-party dependencies. By overseeing design and manufacturing internally, Tesla can innovate faster and maintain a competitive edge in the market.
Tesla's direct sales approach eliminates the need for middlemen, allowing for more competitive pricing and direct customer communication. By selling directly to consumers, Tesla can control the sales process, offer personalized service, and gather direct feedback for product improvements. This model enhances customer satisfaction and loyalty while enabling Tesla to maintain a strong brand image as an innovative and customer-centric company.
Tesla can change the prices of their vehicles on the fly. No other car manufacturer in the U.S. changes prices more than once a year, and then the middlemen-car "stealerships"-take all the money and screw customers by selling warranty crap that they do not need. This results in no strong-arm selling or manipulation of customers.
Tesla's Supercharger network offers convenient and reliable charging options for Tesla vehicle owners.
The network enables long-distance travel by providing fast charging stations along popular routes.
Tesla's focus on expanding the Supercharger network enhances the overall customer experience.
Tesla's supercharger network is equivalent to that of petrol/diesel gas stations. The crazy thing about owning all the superchargers is that the other car manufacturers in North America (except Ferrari and VinFast) have adopted Tesla's charging standard. Tesla collaborates with various companies to enhance the accessibility and availability of charging stations for Tesla vehicle owners. This will be the most incredible marketing campaign ever for Tesla as the consumers compare their EVs to Tesla's vehicles every time they charge, which is a genius move.
Tesla's brand recognition makes it a top choice for consumers. No other car in the world's history has been more sought after than the Cybertruck. Numerous celebrities were seen with them, which means everybody wants one. Can you imagine what it will be like when the Roadster comes out?
Tesla utilizes advanced manufacturing processes to optimize production efficiency and lower manufacturing costs. The Gigafactory plays a crucial role in Tesla's manufacturing operations, enabling large-scale production of batteries and vehicles.
Efficient manufacturing processes contribute to Tesla's ability to meet demand and scale production to support its growth strategy. I walked the Cybertruck production line for two hours. The whole line is machine-automated from beginning to end.
Tesla's Powerwall and Megapack products provide efficient energy storage solutions. We have a reactor in the sky with unlimited energy, but we must be able to store what it provides. These products are versatile and suitable for residential, commercial, and utility-scale applications.
They have customers out years into the future. Energy storage is a high-margin and high-growth line of business. The utility business is 100 times larger globally than the car market.
Another gigafactory is being built in Shanghai similar to the Lathrop, CA, dedicated to making the mega packs. This will significantly expand their market leadership.
Tesla's solar products, such as solar roofs and panels, offer a sustainable and cost-effective alternative to traditional energy sources.
The integration of solar products complements Tesla's clean energy ecosystem, providing customers with renewable energy solutions for their homes and businesses.
By offering solar roofs and panels, Tesla further solidifies its position as a leader in sustainable energy solutions, catering to environmentally conscious consumers.
Tesla is expanding while the competition is retrenching and shutting down factories. They have established manufacturing facilities in multiple countries to meet global demand. It has strategically placed retail stores worldwide to enhance customer accessibility and brand presence.
EVs are far cleaner, even if you take into account the energy of mining. Tesla's focus on sustainable transportation and energy solutions has positioned the company as a leader in the fight against climate change and pollution.
By offering electric vehicles and energy products powered by renewable sources, Tesla contributes to reducing greenhouse gas emissions. The emphasis on clean energy aligns with Tesla's mission to accelerate the world's transition to sustainable energy, making a significant environmental impact.
Tesla's customers are highly satisfied with their vehicles and the company's products. This satisfaction level contributes to Tesla's strong brand loyalty, which results in repeat business and a competitive edge in the market.
Tesla vehicles consistently receive high safety ratings, providing customers with peace of mind. It just takes one bad accident to happen, and it's game over. The emphasis on safety enhances Tesla's brand reputation as a leader in vehicle safety.
Tesla has built ground-up software that powers HR, ERP, SCP, Analytics, and Design systems. They built their own integrated stack that runs across everything: cars, trucks, semis, powertrains, service, seats, art design, suppliers, infotainment, chip design, dojo, autopilot, FSD, Tesla Vision, insurance, Robotaxi, Superchargers, solar panels, powerwalls, grid services, powerpacks, battery design, automation, and robotics – WOW! Yet, people still think it is a car company.
By constantly pushing the boundaries of technology, Tesla can meet evolving customer demands and maintain its position as a leader in sustainable transportation and energy solutions. Tesla's culture of innovation fosters creativity, agility, and adaptability, allowing the company to respond swiftly to market trends and technological advancements.
Tesla is reportedly making good progress on its unique Dojo data center, which is crucial for processing the vast amounts of data needed to train Tesla's FSD algorithms. This chip design will be capable, energy efficient, and scaleable. Elon Musk stated that they will have excess compute available at the end of the year.
Currently, Tesla insurance operates in approximately 15 states across the U.S. I believe there will come a day when insurance carriers will ding drivers for not having FSD, a ground-up collision avoidance system combined with vehicle safety.
Tesla's strong financial performance allows for continued investment in research and development.
I specialize in things people do not understand, but that is also where you make the critical alpha. There is truly no company like it. Right now, Tesla's price offers a mind-blowing value.
