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Oct 10Β·edited Oct 10Liked by James Foord

Let's focus on what really matters: the $500 billion question. That's the premium the market's slapping on Tesla for its AI potential. This could be a make-or-break moment for Tesla's AI ambitions.

If they nail it, we could be looking at the next trillion-dollar tech giant. But if they fumble, that $500 billion premium could evaporate faster than you can say "autonomous driving."

Watch this event, sure, but don't forget the fundamentals. What Tesla needs to show is that they can turn AI promises into cold, hard cash flow. Until then, tread carefully.

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