The case for TSLA, part 1

…and the somewhat more limited case against.

[Note: I tell stories backwards. It’s just the way I do things.]

Where we’ve come from. And where we’re going.

Sitting here in Tucumcari, New Mexico the day before the much-awaited Tesla Q2 2020 earnings call, I wait for my laundry.

And yes, there’s a reason I’m telling you that.

I hadn’t anticipated any of this, exactly, though to tell the story does require a bit of backtracking. Basically, I wanted to do something for the Tesla community.

If you read that last sentence again, and try to insert [some other automaker] into the place Tesla occupies, you’ll find it impossible. That, in a nutshell, is what brings me — and by extension us — here:

Tesla isn’t just a car company, and it shouldn’t be valued as a car company.

In fact, I’d argue that it can’t be valued as a car company. Not sensibly, anyway. It can’t be valued as merely a software company either. It does the genuine version of networking better than any other company without even trying, for example. When it (finally) takes over, you’ll no doubt be able to give Verizon, Facebook, your electric company, and probably a few dozen other companies the boot. Companies which once upon a time were standards in their fields.