They have a fantastic product, and are sitting on a technology that every single car vendor has to sucessfully mimic in the next 8 years, or be out of business.

They have a fantastic product, and are sitting on a technology that every single car vendor has to sucessfully mimic in the next 8 years, or be out of business. Also 50% YoY growth. It's overpriced, unquestionably. But the bull case is Amazon.