Brett Winton: The Ark Of The AI Universe Is Long, But It Bends Toward CapEx Justice
RiskReversal Pod
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Tesla's Future: Challenges and Innovations
This chapter explores Tesla's current landscape under Elon Musk, examining the company's challenges around pricing, leadership, and profitability. It discusses the potential impact of innovations like the Optimus robot and robo-taxi models on the auto industry, while also analyzing the complexities of adopting advanced autonomous technologies. The dialogue emphasizes the need for a long-term perspective on technological advancements, questioning the sustainability of existing business models in the face of changing consumer behaviors.
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