Subject: Re: VW
tangentially, just heard that tesla has been adding about the VW mkt cap PER DAY for a few weeks.
to justify based on TAM, the global mean price of cars has to double, and tesla needs to capture that at ~50%.

haven't cranked the numbers myself, but musk will need those trump chinese tariffs to really ratchet up the price...and not just in america.
maybe also make a mandatory charge for future FSD software that's more than the car itself.

fanboys, this is not the expectations investing you are looking for.