Tesla's 360X Secret
A $1,000 bet on Tesla's 2010 IPO turned into roughly $360,000 by 2021 — a 360-bagger. So here's the only question that matters now: can Tesla do it AGAIN from today's price… or did you have to be there at the start?
I ran Tesla through the 6-condition framework Chris Mayer built after studying every 100-bagger from 1962 to 2014. Five of the six still hold. One doesn't — and it's the condition almost nobody talks about. The twist? Whether you judge Tesla as a car company or secretly an AI company funding its future with car sales… changes the entire answer.
In this episode
- Why Tesla's car business has stalled — and the business quietly compounding inside it
- The real moat: 10 BILLION miles of driving data vs Waymo's maps
- Robotaxi, Cybercab & Optimus — the $1.5 trillion bet
- Why a 100x from here is mathematically impossible (the numbers will surprise you)
- What Tesla could actually be worth IF autonomy and robotics deliver