Electric vehicle and autonomous driving company referenced as an example of a stock whose price prediction benefits from sub-variable pricing.
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- 20VC_ The AI Bubble Is Wrong _ AI Margins Need to Improve _ Revenue Concentration Should be a Concern _ Why People Over-Estimate Open Models But Enterprises Still Fear Frontier Models with Aaron Katz,
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“Tesla doesn't advertise. It's an incredible car. If your capability is incredible, people will buy it”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.