A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically... See more

Tesla is the first US car manufacturer to mass-produce vehicles without going into bankruptcy in the past 100 years (and now has a larger market cap than the next six largest automakers combined).

If interest rates begin to rise or we see a post Covid-19 global slowdown, these automakers may struggle to make interest and debt repayment schedules while borrowing additional debt to fund its plans to rapidly build out their EV infrastructure and compete with Tesla. This issue raises major concerns for the survival of these traditional auto... See more

research suggests that, at scale, without depending on other automakers, LiDAR, and other unnecessary hardware, Tesla’s cost per mile could be ~30–40% lower than Waymo’s, as shown below.

Palo Alto Networks has built the world's largest cybersecurity company. However, its story remains untold. @rak_garg & I spent the last few months dissecting the rise of $PANW as it races to become the first $100B security company. Here is a summary of our thesis and report:... See more