RE: LeoThread 2026-01-03 04-19
You are viewing a single comment's thread:
Deliveries matter, but that's yesterday's story!
The next chapter for Tesla is about FSD, robotaxis, and cybercabs, turning each vehicle on the road into a revenue-generating AI asset.
0
0
0.000
Focusing solely on deliveries and reacting to the largest delivery decline misses the point—like obsessing over iPhone unit sales while ignoring the $100B+ App Store economy built on top.
Teslas are the hardware, autonomy is the platform, and AI software is the compounding engine.
Valuing the company based purely on car deliveries, as if it were a traditional automaker, follows the old script; some investors are quietly pricing the next one.
Weak hands create opportunity.
$TSLA