How The Compound’s view on $TSLA changed

2026-10-02Bearish
“Is Gen Z Completely Cooked? | TCAF 262”
Tesla's valuation is considered ridiculous; success attributed to Musk's storytelling; investors who bought at $200 peak lost money.

I heard all this talk in 2017, heated discussions about Tesla, where it was said that it would lose billions of dollars, go bankrupt, and not be able to repay its debts to bondholders.

But in the end, what actually happened was that as long as the shareholders maintained their trust and faith, Elon Musk was able to sell his shares two or three times, thus ending the controversy surrounding his inability to repay his debts.

2026-09-18Bullish
“Tom Lee and Dan Ives Explain Everything | TCAF 260”
Tesla and SpaceX likely merge by end of next year (>80% probability), forming the world's largest company.

So, Elon Musk is not exactly known for being a coward. What do you think motivated him to say, "Yes, we really need to slow down"? Because the truth is that Musk knows that, from a modeling perspective, they are far behind Anthropic and OpenAI.

This explains Tesla’s position and everything it does, and why they have such a strong focus on self-driving taxis and panoramic vision.