Comments by "Michael Nurse" (@michaelnurse9089) on "THIS is my Tesla stock MONTH BY MONTH fair value model - PAY ATTENTION!" video.

  1. Jo - I think you have the technology risk wrong - by this stage the chance that Robotaxi's don't work well enough is trending to zero. Version 14 in June. V15 in December - the rate of improvement is way too high. On the other hand, 10% for Optimus is too low, it is still in the prototype stage with remote operators. I think the technology risk is high there - if Tesla stalls or takes a wrong turn and someone else pulls ahead then Tesla becomes what AMD is to Nvidia. I would put it at 30%.
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