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See allMembers' Calls land here the moment they're recorded. Examples are labelled.
AI capex is running ahead of AI revenue
Learning-in-public bear note: I love the company but the capex-to-monetization gap could pressure free cash flow and the multiple near term.
Extraordinary company, impossible valuation
I'd own it 40% lower. At today's multiple you're underwriting near-flawless execution for years. Any deceleration or SBC scrutiny and the air comes out fast.
Energy + autonomy is the mispriced second act
Everyone models Tesla as an automaker. The energy storage business is compounding fast and barely in estimates, and even a partial autonomy win is asymmetric to the upside.
A hardware-cycle stock priced like a software one
China share loss is real, the AI feature set has underwhelmed, and the multiple has expanded on buybacks rather than growth. Good company, demanding price.