More or Less #93: Can Tesla Survive?
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Apr 4, 2025 Tesla faces challenges with dropping deliveries and rising competition from BYD. The discussion touches on Elon Musk's media fatigue and the tech drama filled with voice cloning and trips to Mars. Insights into OpenAI's significant funding raise and TikTok's algorithm controversies keep the conversation lively. Additionally, hear about the UFC's surprising partnership with Meta, along with intriguing tales of corporate espionage and the evolving dynamics of tech valuations. Humor is woven throughout, adding a light-hearted touch to serious industry topics.
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Tesla Buying Strategy
- The Morin family strategically buys Teslas for use in vacation spots.
- Renting cars is expensive, and they jokingly consider disguising the Teslas with duct tape.
Used Tesla Market
- The used Tesla market is flooded, with people selling due to cultural factors, not car quality.
- This presents potential arbitrage opportunities, like stripping batteries for resale.
Elon Fatigue
- Silicon Valley residents exhibit "Elon fatigue", becoming desensitized to his antics.
- This overexposure contrasts with stronger reactions outside Silicon Valley.