Part 5/11:
When considering opportunities outside Tesla, the speaker examines assets like Bitcoin, which has historically dropped 80% from its peak but offered substantial returns upon recovery. If Tesla's valuation diminishes significantly, and another investment opportunity (say, Bitcoin or another promising asset) becomes attractive enough, he might reallocate his funds.
4. Tesla Needs Excess Capital for Expansion:
If Tesla's growth requires a substantial infusion of capital beyond what the current stock can support, and other investments promise better returns, he would sell Tesla to fund these opportunities, provided the stock price is favorable.