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Yeah what is this nonsense? Ketamine nor stupidity explains this. Does he think everyone else is a moron? I guess he must.

3.6B / 100K = 36000 years. It's more like 240M/year to get to 3.6B. The number of human workers isn't flat either. And Tesla isn't going to be making 240M robots a year anytime soon so WTF?

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the robots are sideshow, people believe (have believed for more than a decade but maybe not people are getting a little bit wiser...) in robotaxis... every tesla investor I know (5 of them) is a believer that tesla's robotaxis will (slowly but surely) take over most of the car transportation in the US. that would be worth some multiple of the current eval - maybe not 100+ but something...

> every tesla investor I know (5 of them) is a believer that tesla's robotaxis will (slowly but surely) take over most of the car transportation in the US.

... Why would anyone believe this? Like, even if they suddenly magically jump from level 2 to level 5 (implausible), what's so special about their thing that they'd have a monopoly? If _they_ can do it, the likes of Waymo certainly can.

> Does he think everyone else is a moron?

I think he's made it pretty clear that's exactly what he thinks.

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