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Kenya Discussion / Re: Ivy League bluster, didn't I say it 10 years ago?
« Last post by Nefertiti on April 01, 2024, 02:45:29 PM »Is "Oldie" Omollo?
If RV Punda the local charlatan had a working braincell, he'd have retained his AI startup for a few years as AI peaks. At least sell out abit later like OpenAI. Look at the meteoric rise of Nvidia into Trillion-dollar club of five: Microsoft, Apple, Alphabet, Amazon, Nvidia.
Meta and Berkshire Hathaway are within striking distance:- Meta has some skin in the game with FB, IG, WhatsApp data - and their AI team has Torch, PyTorch, AngularJS, etc - notable AI platforms. And of course Llama LLM which is serious ChatGTP and Bard rival.
Berkshire Hathaway has some significant stake in BYD... which is running circles around Tesla in China, APAC and Europe. And soon BYD will take over Africa and Global South. Because they have cracked battery tech and are vertically integrated with a chokehold on global battery supply chain.. which enable them to clobber Tesla on price.
Yeah - Berkshire is near Trillion-dollar club cause stake in BYD, Apple.
But how come Tesla is worth 7- or 10X as much as BYD?
Well, BYD may be able to mint cheap EVs by owning the battery-auto supply chain. But Tesla has Energy game too - with mega-packs feeding the grid in California, Texas, Australia, etc - which feed the Tesla superchargers for their EVs and even Ford or Uber EVs - complete with home- installable "power-walls" or solar panels. Tesla with EVs, superchargers, grid-supplying megapacks and the panels - is in fact a "smart grid" or IoT ecosystem.
Hold on. Musk has Twitter/X data and xAI with just Grok LLM for now. Tesla is also working on Optimus - a humanoid robot. It will improve rather quickly with vision capabilities from Autopilot and language capabilities from xAI.
Hold on. SpaceX Starlink has global constellation of LEO satellites. Which connects all that stuff globally.
Hold on. Neuralink just released "Telepathy" brain-chip. The objective is a pluggable earbud that can connect humans, swines, gadgets, cars, robots, homes, etc to the SkyNet grid.
Did I mention the Boring Company? A "Road OS" tunnel network under the city.
So the kicker is that "Tesla Mobile" - the near-future Musk has been selling of Level 5 cars on Uber-esque network - is buoyed by the smart IoT ecosystem - a complete circle that noone else can muster without big multi-company partnerships.
This justifies the Tesla 5- or 10X vs Toyota or VW or BYD valuation. And the Regular RV Pundit or Georgesoros cannot see beyond their nose. So they insist that Tesla is "waayyy overlued". Do you really think the market is that stupid?
Tesla seems to be struggling with Autopilot or get outpriced by BYD. But personally I foresee it hitting 1, 2- 3Trillion-dollar club. If it doesn't go private soon.
Tesla's full self-driving could add $40 per share, Bernstein said, but noted that the pricing would be competed away, as Tesla is not alone in pursuing FSD. The company is already behind in robotics, AI, and the robotaxi service.
Deep understanding of issues.
The Finance bill is anti bottom up and all the sweet talk on manufacturing. Says crazy $108 per tonne tax on iron ore export means mining being handed to Devki monopoly which can only process non magnetic iron ore. Just like bans on raw macadamia and cashew nuts exports have come to bite farmers for the benefit of local cartels.
Right on time with the eclipse that completes an X across America.
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For the temple to be rebuilt, all the tools that they use within the temple need to be cleansed. In order to do that, they sacrifice a red heifer.
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There’s only been 9 red heifers ever sacrificed, the last to have been sacrificed was 2000 years ago.pic.twitter.com/RJZvAlL0iE