Elon Musk
Waymo
+6
Jan 31, 2025
•
6 min read
The Tesla Paradox: A $10 Trillion Robot, a Shrinking Auto Business, and the Power of Hype
A tale of two automakers. One generates nearly $200 billion in revenue, sells over six million vehicles, and pulls in $14 billion in free cash flow. It has decades of experience, profitable gasoline and EV businesses, and some of the most recognized brands in the world.
business
+6
Nov 21, 2024
•
6 min read
Get Over It! Elon Musk is Winning the Automotive Game.
When asked about Elon Musk, the late Charlie Munger (former Vice Chairman of Berkshire Hathaway and Warren Buffett’s business partner) once said, “Never underestimate the man who overestimates himself... These weird guys who overestimate themselves occasionally knock it right out of the park.”
