Comments by "Michael Nurse" (@michaelnurse9089) on "Why Most will PERISH but some will TRIUMPH in the Tesla Robot Revolution" video.

  1. There is group 4 as well. Of course, group 3 cannot be allowed to know about this. Sorry.
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  2. The Herbert Ong interview with Gary Black was the craziest thing I ever saw. This week Gary Black said that Uber will NEVER be threatened by Tesla and FSD. I dropped everything and spent the rest of the week figuring out how to yolo my portfolio by shorting Uber. Never pulled the trigger but came close.
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  3. And Gary Black is a Tesla Bull. Ross Gerber takes the cake for the Bears.
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  4. Tesla imports about 30% per vehicle from these countries depending on the model. GM, Ford and Stellantis import about 70%. Thus Tesla must raise prices by 7.5% while the others by 18.75%. Tesla gains share but overall volumes fall. Of course, this is all irrelevant because Trump is negotiating - the final result will not be a trade war. It would kill the economy and stock market and that is the last thing Trump wants.
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  5. Should robots also pray?
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  6. If you watch the Animatrix - the animated introduction stories - the Robots demanded equal rights to humans and humans capitulated. Two decades later they put all the humans in snot buckets with an audio jack into their spinal cord.
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  7. Jo did 100% last year - mostly during the stagnant 1st half. Chris Camillo has 10x'ed his money five times in a row but he takes 10x leveraged risks. These things are possible if you have infinite risk tolerance, which I don't really have at the moment.
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  8. Tesla is a startup with a cash burn of negative 2bn a quarter.
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  9. Facebook has gone up in price because they realize that its going to die. Once people realize they can just ask their LLM - say ChatGPT - "Tell me what my friends have been up to" using an app on your phone will seem antiquated. Since they realized this they have started pushing up the amount of ads while reducing ROI for advertisers. Google too with search. Every wave coming into shore is tallest just before it breaks. The wave will take a couple of years if not a decade to break because habits, cash, buybacks, brand and so on. Nokia did not die the day the iPhone was revealed.
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