X @Herbert Ong

Is Tesla following the Amazon playbook?Amazon spent years sacrificing near-term profits while quietly building AWS, Prime, and a massive logistics advantage.Tesla may be making a similar bet with Robotaxi, FSD subscriptions, Energy, services, and Optimus.The interesting question isn't just whether autonomy works, it's whether Tesla can turn all of this into high-margin businesses the market isn't fully pricing yet.$TSLA $AMZN ...