Analyzing Tesla's Business Narratives and Comparing Auto/Energy Company Valuations

The speaker questions which business narratives to believe with Tesla./nEliminating the bots business and valuing the rogue attacks is discussed./nThe speaker distinguishes between possibilities and plausible scenarios in business valuation./nThere is uncertainty about the future of Tesla's robot business./nThe other auto companies and energy companies may have overestimated their EV ambitions./nThe legacy automakers may not have a clear end game that the speaker is comfortable with./nThe speaker expresses skepticism about the positive stories surrounding most legacy automobile companies./nThe financial health of these companies is questioned./nThe scaling back of EV ambitions suggests a challenging landscape./nThe speaker's outlook on these companies has become less upbeat over time./nThe economics of fossil fuels have seen a significant change.