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jason arneil's avatar

A lot of political risk embedded in Tesla. The Venn diagram of Democrat voter die hards and electric car aficionados must have a big overlap with the potential for sales to dry up, similar story in Europe.

One potential Tesla revenue stream not mentioned is the optimus robot - this is potentially a bigger stream than the cars.

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Dominic Frisby's avatar

Yes, good point Jason I hadn’t thought about that

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