Part 9/18:
The Role of Incentives and Long-term Vision
A core reason Tesla remains undervalued is the incentive structures of Wall Street, which prioritize immediate earnings and quarterly performance. In contrast, Elon Musk's strategic vision accounts for decades of technological evolution. Hans articulates that this mismatch in time horizons leads to undervaluation but also creates an arbitrage for patient investors willing to look beyond short-term noise.
He further asserts that Elon Musk’s ability to anticipate and integrate effects from multiple exponential trends—like AI, battery tech, robotics, and energy—places Tesla in a unique position to capitalize on these converging S-curves.