Meet Kevin 对 $TSLA 的判断变化

It's the morning after the CyberCup event that Elon Musk didn't attend, and there are some positive and negative aspects we need to assess for Tesla and CyberCup.

Most importantly, this process, which I call " edge mapping," I believe will be a crucial component for Tesla in the future. The main thing that caught my attention was the CyberCup team's repeated assertion that they do not use maps, and that they rely on a strategy based solely on sighting.

you are going to get some give back on Tesla after the um event yesterday. Uh you know although long-term I think uh uh it's uh you know there's some reasons to be optimistic.

So okay, my 2030 estimates don't really include robo taxi. I see it as a bonus. Um, but I will say it's way too aggressive to say forget about it. This is my icing on the cake thesis. Okay, so I call robo taxis icing on the cake. I underwrite Tesla as if robo taxis just don't work. That this is a great consumer car that people buy and they get full self-driving with and they freaking love it and we just get back to selling more Teslas.