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What TSLA lacks in cashflow, they more than make-up in TAM. Make-up as in create out of thin air. We'll have self driving cars in a few months, robots, semi-tru
by abirch 3mo ago
What TSLA lacks in cashflow, they more than make-up in TAM. Make-up as in create out of thin air. We'll have self driving cars in a few months, robots, semi-trucks, etc., etc.
- duped 3mo agoDon't forget that no auto manufacturer in the world, and certainly not in China, is poised to capture any of that TAM.
- ajmurmann 3mo agoAlways a few months away. The nuclear fusion of products portfolios.
- jknoepfler 3mo agoMaybe they'll buy a failing AI company and update their grift portfolio.
- flowerthoughts 3mo agoElon is missing the bigger TAM here. Once they've created a time machine, they can not only sell all these things backwards and forwards in time, they can also start making industrialization come way earlier, which will lead to exponentially turbo charged growth. Plus importing future designs into the now. It makes sense to focus all effort into building a time machine.
- kristianp 3mo agoTotal Addressable Market (TAM)?