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Tesla's Financial Model: A Bear Case
I'm having a hard time even coming up with anything resembling a bear case. I think they've embarrassed themselves with their latest financial model for Tesla's valuation. A world in which every vehicle and transportation itself is electrified, I think is exciting. And I mean, it's a massive shift. Is it more massive than going from horse and carriage to steam engines versus going from gas to electric? That's not as big of a leap. But it certainly changes all kinds of dynamics.