Pavel Sokolovsky
August 2, 2026

How to tell the market you’re about to spend a lot of money.

How to tell the market you’re about to spend a lot of money. “Tesla is entering a much broader and more capital-intensive growth phase.” Cern Basher’s thread frames Elon’s core point as a shift from demand constraints to production constraints across cars, robotaxi, robots, chips, and electricity. ~ learn more

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