The Drop - CTD 02/2025 Patrons Video
Added 2025-02-16 19:47:26 +0000 UTCThank you for being here!
Topics:
00:32 Alternative explanation for drop in share price
03:21 Valid bearish arguments we tend to dismiss
06:47 Bigger than Optimus! (Why I am Bullisherπ than everyone, regardless)
Also:
08:45 (part of) Simon Hale + Herbert Ong interview
Full interview here: https://youtu.be/51uXKulkvzk
Comments
After releasing the video I realized that "product" is a bit misleading. Similar to "system of systems" or a program that contains many systems, the next product could be a constellation. For example, imagine Tesla becoming the world's biggest construction company, with hoards of robots (cheaper for them than for anyone else, like Starlink has launches cheaper than competing satellite companies), all connected via Starlink (cheaper than for anyone else), using electric semis (cheaper than anyone else), using their own CAD and PM systems (cheaper than anyone else) and run by their own AI, etc. With their current expertise and possibly buying s few of their best constructors worldwide, they would become unbeatable in quality constriction - and that's just one example The CHAOM conglomerate becoming an all-encompassing monopoly is a real possibility - which raises the possibility that regulators will at some time intervene
Connecting The Dots
2025-02-17 08:30:06 +0000 UTCGood observation. It would be useful to know the relevant cut off dates which drive this insto buying activity.
Rob Leacock
2025-02-16 22:35:02 +0000 UTC
