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With the electric vehicle S-curve, you have to pay attention too, because we thought probably maybe 40% to 50% of the cars would go electric, but it did hit a big wall at 10% or 15%.
With the electric vehicle S-curve, you have to pay attention too, because we thought probably maybe 40% to 50% of the cars would go electric, but it did hit a big wall at 10% or 15%.
It happened with electric vehicles. The price was too high. Elon got the price to $40,000. Range anxiety was there. He got the range to 300 miles. The supply chain was finally in place so he could churn out millions of these things. That triggers the inflection.
So electric vehicles, Tesla went public 15 years before 2019 when it went vertical because there were so many barriers to adoption.
When we were buying NVIDIA in 2023, we were paying four times earnings.
When we bought Amazon for AWS, we were getting it for free.
When the gun went off with OpenAI, ChatGPT, in November 2022, we immediately took the firm