Elon Musk is a hero for buying Twitter, transforming it into X, and unbanning President Trump, Alex Jones, General Mike Flynn, Patrick Byrne, James O'Keefe, Dr. Robert Malone, Mike Lindell, Andrew Tate, and Ye. However, there is no real way that anybody can possibly justify Tesla (TSLA)'s enterprise value of $1.2 trillion or 12.32x revenue when their growth phase is over. TSLA in 2024 shipped 1.1% less EVs than in 2023, missing Musk's projection of slight growth.
If you ask anybody who is bullish on Tesla (TSLA) why they own the stock they all give the same answer: autonomous self-driving technology, which crazy lady Cathie Wood believes will be used to power robotaxis that generate $8-$10 trillion in annual revenue by 2030 (she seriously said this and isn't predicting hyperinflation) with half of the money going to platforms like TSLA. She describes autonomous robotaxis as the convergence of robotics (she claims autonomous vehicles are robots), energy storage (she claims they will be EVs, wow... we didn't know?!), and artificial intelligence. She says TSLA is, "the biggest artificial intelligence project in the world!"
Why is Cathie Wood saying this? For TSLA to make any significant gains over the next five years, you would have to believe her nonsense. U.S. GDP as of 3Q 2024 is $29.75 trillion. Assuming the U.S. economy will never again have another recession in nominal terms, and nominal GDP grows by 5% annually through 2030 to a level of $37.97 trillion... she is projecting Tesla's "goal" of an autonomous taxi network to account for between 21.07% and 26.34% of America's 2030 GDP.
One Stop Systems (OSS) is a tiny, small-cap company that has developed rugged autonomy servers that form the computational core of real-time pathfinding and vehicle control.... driving real-time decision-making for long-haul trucks, military vehicles, and UAVs.
Although TSLA's autonomous robotaxis are still many years away from commercialization, OSS rugged autonomy servers will be used to power USV TENEBRIS, an innovative and high-performance Unmanned Surface Vessel (USV) that incorporates cutting-edge Al technologies. This next-generation USV is being developed through a groundbreaking collaboration between HD Hyundai, one of the world’s leading shipyards, and Palantir (PLTR), a global leader in military/defense AI software. USV TENEBRIS is set to be fully developed by 2026!
TSLA's $1.2 trillion technology is based solely on cameras with the average Tesla vehicle having 8 built-in cameras to power its self-driving system.
USV TENEBRIS will have 30 built-in cameras being powered by the rugged AI servers produced by OSS, which by itself is an extreme challenge... but OSS will also be enabling sensor fusion combining multiple sensors and AI intelligence applications from its "AI Bridge" and integrating them together to achieve precise perception, navigation, and decision-making abilities in harsh environments with high levels of ambient temperature, moisture, and corrosion!
This is much more advanced than anything TSLA is doing!
Past performance is not an indicator of future returns. NIA is not an investment advisor and does not provide investment advice. Always do your own research and make your own investment decisions. This message is meant for informational and educational purposes only and does not provide investment advice.
Preparing Americans for Hyperinflation
