Elon Musk

Burry's Valuation Warning, Spanish Sales Dip, and Hyperloop Progress


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Today's episode focuses on the conflicting signals surrounding Tesla, starting with investor sentiment. Michael Burry has publicly stated that he finds Tesla to be ridiculously overvalued, citing Business Insider. This news comes as regional sales data shows a slowdown, with Reuters reporting an 8.75 percent drop in new Tesla sales in Spain for November, contrasted with a doubling of sales for other EVs in that market. We contextualize these challenges against the backdrop of rapid technological advancement across Musk's other interests. The enthusiasm for AI is high, as noted by Noah Smith in Noahpinion, which is relevant to Optimus and SpaceX development. Infrastructure developments include positive news for high-speed transport, as The Colorado Sun confirmed the successful operation of the world's largest hyperloop test facility by Swisspod in Pueblo. In data infrastructure, Deutsche Telekom is rumored to be building a large AI gigafactory with Schwarz Group, as reported by capacityglobal.com. On the digital front, discussions around free speech continue, with Blog For Iowa highlighting a Democratic FCC Commissioner's efforts in that area. Separately, Europol has cracked down on illegal cryptocurrency services, an important regulatory move in the broader digital economy.
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