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Old 09-11-2021, 10:28 AM
CoachKandSportsguy CoachKandSportsguy is offline
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Again I don’t know why you hate Musk but he already made a million cars and that increases every year and as far as stocks go it’s a major winner.
I don't do resulting, and EVs won't scale well because of battery components with known quantities available today, unless something else changes, which given R&D, may eventually happen. The same scale issue is hitting TV right now, with rural development of upper and middle class homes with not enough monopsony (local sole sourcing) employment to service the demand at large scale.

So read up on resulting, eloquently described in the introduction of the book, Thinking in Bets, by Annie Duke, former poker player. The corporate world loves resulting, but implementation and execution is what resulting analysis always forgets. . . as in the future is always uncertain, sometimes more uncertain than at other times. I work with both the strategy teams and the implementation teams in IT technology. . . technology speed scales very well, physical implementations not so much, ie, INTEL hit the maximum semi processor throughput with one processor, which is why increased processing speeds come from multiple processors (source an EMC semiconductor design engineer) . . . which is why Elon markets a physical car as a technology solution.

finance guy