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Waymo is actually cheap
To be honest, I could actually very compellingly argue it's cheap in two seconds. Watch this. Tesla trades at 1.2% trillion plus or minus.It's got a 100 million flat car business with declining profitability. Let's value that at 2x revenues. That's 200 billion.So, that leaves you a trillion left. There's only two assets that give you that. Self-drive and Optimus.For lack of any information, split it 50/50. Half self-drive, half Optimus. Tesla's self-drive opportunity, which has zero commercial revenue, 20 c ...