I find the OpenAI purchase attempt strange. He must really have an inferiority complex, since xAI has the hardware now to compete.[1] Or maybe they have the money and brawn but not the brains?
For robotaxis, I’d bet on Waymo not Tesla. Waymo is very conspicuous and popular in San Francisco. [1] https://www.datacenterdynamics.com/en/news/xai-raises-another-6bn-including-from-nvidia-and-amd/ <https://www.datacenterdynamics.com/en/news/xai-raises-another-6bn-including-from-nvidia-and-amd/> From: Friam <friam-boun...@redfish.com> on behalf of Jon Zingale <jonzing...@gmail.com> Date: Tuesday, February 11, 2025 at 9:13 AM To: The Friday Morning Applied Complexity Coffee Group <friam@redfish.com> Subject: Re: [FRIAM] OpenAI and the fight between Elon and Sam "Apparently, Tesla only managed to show profitability last quarter due to unrealized earnings on Bitcoin. Stock is way overvalued." Technically, I would put a short-term (let's say 3 year) fair value around $210 or so, but would likely wait to pay $150-$160. Fundamentally, I would like to see the market cap closer to $300 B.
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