我讚同他的兩點：1. stability FIRST，based upon that, you can explore uncertainty with growth, for large capital management;
2. the biggest advantage of Tesla is also its biggest weakness, i.e. in Elon Musk himself. The company is so Elon Musk and what if he had an accident? Remember the guy was almost killed in a roadster car accident, along with Peter Thiel.
https://nypost.com/2022/03/26/how-elon-musk-and-peter-thiel-almost-died-in-a-2000-car-crash/
I also agree with his point on looking at Tesla as an energy redistribution company and a real time data integration company. I disagree with the point that Tesla will dominate this sector, though they are in the leading position to get there. Google is not so behind and Goog has Quantum computer in progress. What he hinted, but didnot state explicitely, is that pure car company is not worth investing in the long run because of the profit margin. The robot companies may be just the same if they are viewed as hardware companies.
That said, he is a wise person and stick to his gun. Worth sharing and listening.
