Part 6/11:
A core focus of the discussion revolves around Tesla's early-stage investments and the tipping point for robo-taxi profitability. The speaker recalls investing in Tesla early in its public journey, recognizing Elon Musk's transparency and engineering brilliance as decisive factors.
The conversation emphasizes that the true value lies not just in the current capabilities but in the enormous potential of autonomous ride-hailing. The key metric is the cost per mile—a figure once the technology is reliable enough to deliver rides at a dollar or two per mile, effectively undercutting traditional ride-sharing models like Uber and Lyft.