this post was submitted on 30 Jan 2025
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There's value investing and there's speculation. If Tesla can make a robot that can mop the floor, even this seemingly ridiculous valuation will look like a bargain. Have to remember, Tesla is not a car company. They are an AI and green tech company. Cars are just their largest activity to date.
I am concerned about Elon though. I think he's a visionary, I think he's valuable, but I also think he's spread far too thin and he's losing it as a result. Tesla, SpaceX, Twitter, xAI, Neuralink, and his political efficiency project. All of these are full-time 100hr/week jobs. Even if you assume he literally never sees his gaggle of children, hell even if you assume he never sleeps, there's literally not enough hours in the day. And I think he is thus blind to the fact that his antics are costing him support for the bigger mission.
So when will he have time to play Path of Exile and Polyopia and oligarch?