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People focus on the Musk (key person risk) factor, but there is the broader tech factor (overhyping / faking what is being offered), the macro interest rates fa
by college_physics 4y ago
People focus on the Musk (key person risk) factor, but there is the broader tech factor (overhyping / faking what is being offered), the macro interest rates factor (unwinding risky bets) and possibly also the sector specific EV factor (fitness to the broader mobility / energy landscape) and the competitive landscape factor