Comment by vtail

Thanks, these are fair arguments!

Re: both 3 and 4(c) - agree that compute (or maybe even power for that compute) is likely to be a bottleneck in the next 3-5 years. However, I think Tesla/xAI are better positioned than many competitors as Tesla is a manufacturing company first and foremost; and this expertise (which is shared freely between Musk's companies) can help it to build it's own data centers, power generation (e.g., solar), or - in the most bullish case - even fab capacity.