https://3speak.tv/watch?v=taskmaster4450le/wbunzqqv
Tesla Gigafactory is now closed in. The walls are up and prep for equipment is going in.

In this video we discuss how we can look at the market over the next 1-2 years.

https://3speak.tv/watch?v=taskmaster4450le/tjftndbb
Who are Apple's competitors? This is a loaded question. Think about it for a moment.

The idea, in a couple years, of comparing Tesla to GM or VW is going to be as absurd as relating Apple to Motorola or Nokia.

https://3speak.tv/watch?v=taskmaster4450le/ndjihldw
Could we see Tesla sell 100K Megapacks in a year? The demand due to data centers is only going to keep growing.

In this video I discuss how xAI could be in line for 1,000 of htem. This is one company, with one data center.

https://3speak.tv/watch?v=taskmaster4450le/smpeybku
Autonomoy is going to revolutionize transportation. It is similar to what took place in communications.

In this video I discuss how we saw a transformation twice and how, by the middle of the next decade, everything will be different.

https://3speak.tv/watch?v=taskmaster4450le/eycrxdkp
Tesla's rollout of the Robotaxi is not following the typical service model. Instead, it is more Silicon Valley than that.

https://3speak.tv/watch?v=taskmaster4450le/fdvubuzl
Some like Gary Black opine that Tesla is going to keep training Uber since it has all the customers.

In this video I go through how this is easily offset.

https://3speak.tv/watch?v=taskmaster4450le/fezzgsfz
There was a rumor circulating that X could partner with Kalshi, the prediction market application. This was squashed by the company but it did not rule out future exploration.

https://3speak.tv/watch?v=taskmaster4450le/ydwolbfd
Elon Musk gave an interview with CNBC. In it, he discussed the projected scaling of the robotaxi. This is going to start slow and then ramp up.

https://3speak.tv/watch?v=taskmaster4450le/xpvoyolb
We are starting to get numbers out of xAI Colussus in Memphis. The first phase was 156 Megapacks. Now, the company took delivery of another 168. I discuss how they will eventually get to 1,000 based upon the 1 million GPU goal.

https://3speak.tv/watch?v=taskmaster4450le/mkugvald
Markets tend to be very short term focused. This leads people to focus upon things that might not have huge impact long term. In this video I duscss how Tesla is between waves and the 2026 time frame is seeing things lining up.