inthebay

Still an open question whether not investing in AI infrastructure was the right move. They did better than Alphabet, Amazon and Intel, but Apple renting its AI from Alphabet (Gemini with Siri) might be a long term risk, since they're building on someone else's platform.

Besides the end of the tax credit, EVs are still quite expensive in the US and there's been a jump of used EVs flooding the market (mostly from corporate fleet offloads)

It's bringing EVs to the masses. There's so much potential in places like Europe and Latin America, where most consumers don't drive big SUVs and trucks. Apparently battery packs were about $1,200 per kWh in 2010, today it's $140/kWh. EVs are finally becoming mainstream