TSLA vs Bitcoin
Lets get straight to the point. If you hold any Tesla stock, sell it right now and buy Bitcoin. There are three main reasons for this, which are the insane PE Ratio of its Stock, cheaper Self Driving competitors coming soon an task-specific alternatives to Optimus. Tesla makes around 11 Billion dollars of profits every year. Its market cap is a trillion dollars. If Tesla can successfully charge 99 dollars to a million car owners every month, its annual earnings will grow by one Billion dollars. If the FSD system lands up in 10 million vehicles, Tesla's profits will grow by ten billion dollars and so on. However, about 3 years down the line, Tesla's self driving, is bound to have its deepseek moment. One of Tesla's Chinese competitors, like BYD, will make a cheap self-driving system, which will be 95 percent as good as Tesla's unsupervised FSD. But, it will be available at half the price. Then another year down the line, Xiaomi will join the circus at one fourth the price, and so on. On the other hand, the Chinese will not be making a Bitcoin clone, for half the price, anytime soon! Second reason is that the humanoid robot is still far away. Expect Elon to miss its timeline by a good three years, as is the norm! And even then, it still has to go through the adoption curve, which even today takes at least a decade. And within that decade, dozens of competitors will make, cheaper, more task focused clones, like for example, a robot built for doing the dishes, but costing a tenth of the Optimus. But will there be a cryptocurrency which will be better than Bitcoin as a store of value? Not a chance! About 10 thousand of them have already tried and failed to do so, over the last decade! So now, coming to the question of how much will Bitcoin grow over the next decade? For that, we are working on a comprehensive video, which we will be releasing next week. To receive a notification of when the video is published, please subscribe to our channel and click on the bell icon to enable all notifications. Thank you for watching.
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