Comments by "Michael Nurse" (@michaelnurse9089) on "How COMPETITION ensures Tesla’s VICTORY" video.

  1. I think Tesla should use the cash generated from Robotaxi to scale up Optimus is a dramatic way. No share buybacks. No buying companies. No investing in Bitcoin. Everything flows into Optimus.
    14
  2. Elon said DOGE could go another year. It might actually be cheaper to focus on Optimus and then Tesla just pays off the government debt out of cash.
    2
  3. "No business plan survives first contact with customers." "Everyone has a plan until they get a new competitor."
    1
  4. Its an epic movie scene and a good quote but Tesla was basically last to take this direction. Tesla will win because prototypes are easy and mass production at low cost is insanely hard.
    1
  5. I beleive this to be 100% correct. When there are no other moats cost becomes the only differentiator. Tesla builds factories that smash cost.
    1
  6. Democrats are going to have an apoplectic fit when DOGE replaces government with Optimus bots.
    1
  7. Closed software environments are always a moat. Moats protect large players from smaller ones. If you are large and they are small economies of scale dictate you are winning anyway - as long as your moat holds. See Nvidia and CUDA. See Microsoft and Windows. See Apple and App Store.
    1