$Tesla(TSLA.US) stock (-14.5%) had its worst day since March 2025 (and before that Sept 2020) as investors took to heart management’s caution about not scaling up unsupervised autonomy until the ~40 test vehicles can demonstrate that it’s safe to do so. We have long argued that at a 180x forward P/E the market was way too aggressive in assuming TSLA gets to the finish line first on unsupervised autonomy and that other competitors can’t match its ability to scale.
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