X @Herbert Ong

Investment Thesis & Market Vision - Tesla investor believes in Tesla due to Elon Musk's leadership and the company's potential in rapidly growing markets [1] - The author's thesis predicts significant changes in the next 10 years, including robotaxis transforming transportation beliefs, millions of humanoid robots in businesses and homes, and the evolution of "everything as a service" [3][4] - The author anticipates increased electric car adoption, expanding beyond the upper middle class to encompass all of society, with Tesla leading the way [5] Leadership & Innovation - A strong leader like Elon Musk, who inspires a "God-like" following within the company, is crucial for accelerating innovation, similar to Steve Jobs' impact on Apple [7][9] - Such a leader can bypass bureaucratic processes and secure deals that others cannot, giving the company a competitive edge [10][11] - The loss of Elon Musk could lead to the departure of key employees and a slowdown in innovation, particularly in the development of humanoid robots [16][17] xAI & Data Advantage - The author emphasizes the importance of investing in xAI, highlighting the power of the data coursing through X (formerly Twitter) and xAI's potential to build human-understanding AIs [18] - xAI's technology, particularly Grok, is crucial for the success of Tesla's Robotaxi and humanoid robot projects, enabling "everything as a service" [18][19] - xAI presents numerous opportunities to significantly benefit Tesla's business beyond Robotaxi and humanoid robots [19]