We have discussed how there are a couple markets Tesla is looking at which I feel have near unlimited TAMs.
In this video I discuss how we are dealing with the ability to scale being the main metric. It is not often we see, for extended periods of like a decade, where demand far outpaces supply.
▶️ 3Speak
I guess it's been a while since we've had something revolutionary come to the manufacturing industry. Robots being able to help in production was a game changer back then, and it will be again now. The initial cost might be a little daunting, but if they can improve production by a lot, then a lot of companies will be getting their own.
Yes, but the consumption of the finished product must be in constant tension and on the verge of deficit, otherwise, scaling will absorb itself and we will again see, for example, huge dumps of unclaimed goods, be it household appliances or cars. And the resource base must withstand this, because it is shaky like Taiwan, which at any moment can lose the ability to supply microchips to the world. !BEER