*For robotaxis, I’d bet on Waymo not Tesla. Waymo is very conspicuous and popular in San Francisco. *
If you want me to place a bet, I need the fine print—short, medium, or long term? US, China, or global rollout? And, of course, the risk-reward profile—are we playing it safe or swinging for the fences? Now, I think some of you might suspect that my knee-jerk reaction might be to bet on Tesla, but if we're for example talking short-term in the US with a conservative risk-reward ratio, I'll also hedge my bet with Waymo too. After all, Waymo is practically a local celebrity in San Francisco, while Tesla’s robotaxi dreams are still stuck in traffic. Also, if the fine print specifies China, BYD would be a good bet. On Tue, 11 Feb 2025 at 19:40, Marcus Daniels <mar...@snoutfarm.com> wrote: > 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/ > > > > *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. > .- .-.. .-.. / ..-. --- --- - . .-. ... / .- .-. . / .-- .-. --- -. --. / > ... --- -- . / .- .-. . / ..- ... . ..-. ..- .-.. > FRIAM Applied Complexity Group listserv > Fridays 9a-12p Friday St. Johns Cafe / Thursdays 9a-12p Zoom > https://bit.ly/virtualfriam > to (un)subscribe http://redfish.com/mailman/listinfo/friam_redfish.com > FRIAM-COMIC http://friam-comic.blogspot.com/ > archives: 5/2017 thru present > https://redfish.com/pipermail/friam_redfish.com/ > 1/2003 thru 6/2021 http://friam.383.s1.nabble.com/ >
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