What else is there? The product as delivered today doesn't come anywhere near a justification for these valuations. All of it is built on an expectation of future capabilities, and that's where the Dario-penned doom papers come in.
Even here on HN, Tesla fans try to justify the market cap by pointing at Optimus, even though nobody can buy it and there's already competition for it which you can buy.
You cold also drive valuations like Musk does.
Hype up the *positives*.
Even here on HN, Tesla fans try to justify the market cap by pointing at Optimus, even though nobody can buy it and there's already competition for it which you can buy.