I'm a Tesla investor. It's not about a cult. Tesla is the fastest growing manufacturing company in the history of the world. They are the only profitable EV company and deploy the most stationary storage. They are leaders in distributed energy services and are positioning themselves well to earn ARR from every battery and car they sell.
I used to wonder why anyone who wasn't part of the Steve Jobs cult would buy Apple since they sold overpriced junk. Then I wondered why anyone would invest in Amazon because nobody trusts online sales, they want to look at things before they buy. After I went to business school and learned financial modelling I decided I would never miss another category winner in a nascent large market again. Now I'm a millionaire.
> Tesla is the fastest growing manufacturing company in the history of the world
Is it? BYD was founded the same year and is producing nearly 2x as many cars as Tesla. NIO sold it's 500,000th car within 9 years of its founding, it took Tesla 15 years to do the same. We don't even need to look outside of car manufacturers to find counterexamples. Tell me again about it not being a cult.
I'm anywhere between indifferent and disgusted by Musks political views, depending on the issue.
Does that make me bearish on Tesla? Absolutely not. On the contrary I'm more bullish now than ever. I see so many people lose all objectivity and reason when they look at any Musk enterprise because they don't like the man
I used to wonder why anyone who wasn't part of the Steve Jobs cult would buy Apple since they sold overpriced junk. Then I wondered why anyone would invest in Amazon because nobody trusts online sales, they want to look at things before they buy. After I went to business school and learned financial modelling I decided I would never miss another category winner in a nascent large market again. Now I'm a millionaire.