TSLA directional thesis
Calacanis stakes a timing view that mass self-driving arrives within roughly six years, drawing on his front-row Uber experience, and Tesla is the single instrument he gestures at via Optimus and Robotaxi.
“having watched the Robo taxi self-driving thing and just watching the velocity that it's getting better and having watched the Uber story up close for 12 years. I'm like, yeah, that's going to happen in six.”35:13claim_id
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