Part 8/10:
The investor challenges valuations based on conservative P/E ratios—like 10—arguing they don't make sense when comparing Tesla to giants like Apple or Nike, which have P/E ratios around 23-25 but are less disruptive in their respective sectors.
They even criticize the long-standing, largely unsuccessful efforts of Apple’s "Project Titan" to develop a car, suggesting that Tesla's approach and current trajectory outperform traditional automakers and tech giants in innovation and growth potential.