Dan Romero
@dwr.eth
Zeihan bad takes recently: - "This is the last iPhone (for 4-5 years)" - "Tesla is going down another 90%" On the Tesla point, may be true, but his consistent weak spot is he dismisses Silicon Valley-driven technology breakthroughs. And even in his physical world analysis of defense, underrates SpaceX and Anduril.
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Aman Dhesi
@aman
Incredibly dumb take. If Tesla went down 90% it would be worth little more than cash on balance sheet
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