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.

I'm not a direct investor (only through ETFs), but Tesla asymmetric upside is a vertically-integrated energy company and/or AI company.

Zeihan falling into the same trap as Clayton Christensen and the iPhone:

I'm not a direct investor (only through ETFs), but Tesla asymmetric upside is a vertically-integrated energy company and/or AI company.

Zeihan falling into the same trap as Clayton Christensen and the iPhone:

https://stratechery.com/2013/clayton-christensen-got-wrong/