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Alchemist's avatar

Am I the only one who feels like Schrödinger's cat? 100% agree with Doug on the fundamentals but can't dismiss the fact that everything is a meme now and Elon is a grandmaster of trolling.

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David Lin's avatar

Love the newsletter Doug!

Not my opinion, but just as a thought: how about if Tesla achieves level 5 autonomy by 2030 and has a robotaxi network that allows owners to earn revenue with their cars? They could charge for FSD based on revenue/mile with a take rate that would still leave owners with a 7% yield and probably achieve 80%+ attach rates over the entire fleet. Cool to think about.

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