The Rising Influence of Rising Affluence

[semi_infinite]

The outlook for a range of industries tied to fossil fuels is uncertain. I don't know what the value of Tesla is. I do know what it is not, it is not a traditional ICE car company, it is not a traditional electric utility, it is not a traditional energy supply company, it is not a traditional data company, it is not a traditional smart appliance company, it is not a traditional service company. It doesn't have a traditional CEO that is willing to sleep at where the critical problems are located. Like I said, I don't know yet how to value it but there are revenue streams that are perhaps modelable with high uncertainty. AI is part of it but the question now is the lack of commitment from others to go commercial scale on EVs. Just look at the latest survey of auto execs about future tech. It is laughable.


btw He moved his sleeping quarters from Gigafactory. (He was rumored to have camped on the roof.)


https://www.bloomberg.com/news/articles/2018-04-02/elon-musk-is-back-to-sleeping-at-the-factory

PS. For the institutional watchdogs that complained about his compensation plan, they should be happier now that he is slightly less likely to achieve the incentive. It was funny to watch the ironic saga of bears saying EV doesn't add up and the watchdog saying "hey wait a minute" wrt bonus plan. I will prob end up buying a Tesla (other than Nissan, the other car makers just talk) and I may end up long the stock.