Top Tip Tom

€31 000 delivered all fees incl. On test!

Today, we announced a $ 250m investment for our Giga Berlin Cell factory. This will enable 18GWh of annual 4680 cell production and create more than 1500 new jobs. Good news during challenging times for the German industry.

You can’t really argue this. They believe in investing in the people and infrastructure.

It seems we have a collective blind spot when it comes to Chinese tech, for example self driving cars: It’s not just Waymo vs Tesla. Apollo, Pony, and WeRide are huge and already doing paid ride hailing at scale in China. I tried Pony and it drove like a Waymo, flawless.

Blockbuster & Tesla -- The Success Trap Blockbuster shareholders, circa 2000: “We want our CEO to stay focused on executing the plan we already approved. The goal is simple: a video rental store on every street corner. That is what shareholders voted for. That is what management must deliver. We do not want our CEO getting distracted by this unproven DVD-by-mail nonsense. And we certainly do not want him wasting time on some reckless fantasy called ‘streaming video.’ Streaming? Over the internet? Please. We are a VHS rental company. Our shelves are full. Our blue-and-yellow signs are iconic. We need more late fee revenue. The model works. Before we even discuss these speculative new ideas, management needs to prove it can hit the targets already laid out in the compensation plan. We have waited too long for a return on our investment. The CEO must focus. Just execute on the model!” Tesla shareholders, circa 2026: “We want our CEO to stay focused on executing the plan we just approved. The goals are simple: 20 million cars, 10 million FSD subscriptions, 1 million Robotaxis, and 1 million humanoid robots. That is what shareholders voted for. That is what management must deliver. We do not want our CEO getting distracted by this unproven Terafab concept. And we certainly do not want him wasting time on some reckless fantasy about 100 terawatts of compute, orbital data centers, or building civilization-scale AI infrastructure. We are an electric car company. Yes, and hopefully soon, a robotaxi company. Perhaps someday a humanoid robot company. But let’s not get carried away. Before we even discuss these speculative new ideas, management needs to prove it can hit the targets already laid out in the 2025 compensation plan. We have waited too long for a return on our investment. The CEO must focus.” Note 1: Blockbuster peaked in 2004 with over 9,000 stores globally and 84,000 employees. The company made roughly $800 million annually in late fees alone. In 2010 they filed for bankruptcy. Note 2: Tesla is not Blockbuster, but it faces the same "Success Trap": the moment a disruptor’s shareholders value the safety of a proven roadmap over the volatility of the next frontier, they inadvertently begin voting for the company's eventual irrelevance.

“If SpaceX and Tesla announce a merger, whatever the Tesla Board and Elon offer IS the BEST OFFER for shareholders.” No Skippy that’s not how this works. If SpaceX offers to acquire/merge with Tesla at no premium, others might offer us more. Google and Nvidia both could make a strong case for acquiring Tesla at a premium, not just for shareholder value but for the company mission. You want to fund Terafab? They’ve got cash flow baby. You want top AI engineers to help your mission? They’re stacked. You want to save money on advanced AI chips? They’ve got ‘em. They might even sell Elon on the idea. You play the M&A game and wild stuff can happen.