Musk’s AI Day proves people think different

Elon Musk's Tesla just had one of their fascinating nerd-fest days, this time proving (again) that they are the kings of vision AI for Full Self Driving (FSD) and . . are gonna build an android called TeslaBot as well. These were awesome reveals showing that their directly interpreting 8 camera views as a birds-eye …

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Energy & AI are everything

Well almost everything. With abundant sustainable energy and safe AI the world (and the solar system) is our oyster. We've heard it said by dreamers and techno-crazies that the future has amazing potential. We'll be zooming around in flying cars, cancer will be cured, we'll water the deserts. Is this true? I'm going to go …

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The real reason Tesla’s market cap has dropped 30%

Everyone’s pontificating re Tesla’s share price drop. It’s down around 30% from January 2021 highs. The typical explanation is that interest rates are expected to rise so investors are selling volatile stocks. Maybe, but I think there’s more to it. I think, in the case of Tesla, additionally, the company has become so mainstream that …

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Elon Musk. Alien, crazy or inevitable?

I’m frequently amused by the surprise shown in many quarters concerning Musk’s capabilities, project choices, eccentricities, origin and wealth. As an Elon Musk-type wannabe (with no billion dollar war chest), I’m actually surprised it’s taken this long to get Elon Musk. Really? Yes! Because, my argument is that, without taking anything away from Elon Musk, …

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Long short Michael Burry is wrong this time. Here’s why.

Famous ‘long short’ Michael Burry is predicting a 2000 dotcom or 2008 housing-like bubble with Tesla & Bitcoin. In the medium and long-term he’s wrong. Yes, these market caps are a little high right now. We may indeed see a short-term mini-burst in either of these stocks. But Tesla has a vast well-grounded future in …

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Tesla’s Battery Day should scare the pants off every other vehicle maker

Fickle and shorting investors have led to a 15%-ish drop in TSLA share price after Elon Musk’s much delayed September 22nd 2020 Battery Day where he announced a 3-year plan to tweak & implement five new battery technology & manufacturing innovations. It should have been cause for celebration. And it will as longer-term commentators and …

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