Tesla's Valuation & Future Opportunities - Tesla's valuation heavily relies on "moonshot" businesses like robo taxi and humanoid robots, representing significant innovation potential [1][3] - Investors are keenly observing Elon Musk's innovative endeavors, viewing them as crucial for Tesla's long-term value [3] - The Samsung deal is a positive development, potentially accelerating the commercialization of these future businesses [2] Auto Business & Financials - William Blair downgraded Tesla due to the worsening auto business, despite positive news in other areas [6] - The removal of regulatory fines resulted in nearly $3 billion of pure margin becoming worthless, posing a challenge to the auto business [6] - The $7,500 tax credit impact on vehicle prices was absorbed by the stock, but the loss of regulatory credits compounded the financial strain [6] - The core business, primarily auto and energy, faces a widening gap with future opportunities that are still in early stages and require scaling [7]

that has a sale on it today. If I crossed out the word sell and I read it, I would be buying. I mean, it's that positive.It's about robo taxi and but and it's about the total addressable market and initially uh Tesla won't do that well. But I've got to tell you, I would never sell Tesla in this. I was Kramer on the show last week challenging this note from Guggenheim on Tesla this or actually last week which did explore the potential risks with the robo taxi push which we're getting closer to that June 22 d ...

Competitive Landscape & Strategy - The company does not directly compete with Tesla, focusing on building L4/5 autonomy and a general-purpose "Whimo driver" applicable across various settings [1] - The company acknowledges Tesla's efforts in self-driving technology and anticipates success for both Tesla and the company in the autonomous vehicle space [2] - The company positions itself as a deep technology company, emphasizing the development of AI robots, with significant scaling up planned for the future [2] Technological Focus & Innovation - Autonomous vehicles are viewed as a potentially transformative AI application, comparable to a major historical shift [3] - The company's "Whimo" is considered a robot on four wheels, aligning with broader robotics initiatives within Alphabet, potentially including Gemini robotics [4] - Google DeepMind team is heavily invested in Gemini robotics, with the company contributing underlying models and research [5] - The company is actively driving progress in robotics, particularly focusing on overcoming software challenges through AI and generalized models for safe and generalized real-world applications [6] Future Outlook & Partnerships - The company is exploring applications and partnerships in robotics, with plans to articulate these strategies further in the future [5][6] - The company believes AI will drive significant progress in robotics, addressing previous software limitations [6]