The bull case for $TSLA

[jon-nyc]

I suppose the bear case is about loads of new competition and erosion of brand value by Elon himself.

It’ll be interesting to watch it all unfold in the coming decade.

[Axtremus]

No problem acknowledging TSLA's lead in battery technology.

If, as the Twitter thread predicts, the future comes down to AI, will Tesla really win the AI race?

Anyone can get into AI for manufacturing.

Fewer can get into AI for self driving vehicles. But there are still formidable competitors -- Apple can get into cars through CarPlay, Alphabet/Google through Android Auto, with loads of existing car manufacturers eager to integrate CarPlay and Android Auto (like loads of existing cell phone manufacturers took up Android). Those represent massive networks to take in new data that feeds into AI improvements for Apple and Alphabet/Google.