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Challenges and Opportunities in Shorting Tesla, Self-Driving Cars, and Investing in Metals and Energy
The chapter covers the disparity between Tesla's valuation and production output, the challenges of justifying its high valuation based on its auto business, and skepticism towards self-driving cars in urban areas. It also discusses the importance of metals like copper in the energy transition and investing in companies related to electrical infrastructure and information technology. Additionally, the impact of artificial intelligence on the energy sector and advice on developing strong basic skills and following one's passion for career success are explored.