Hi Antonio, thanks for your write-up, good to hear your thoughts.

I think short-term investors might have been disappointed, but for longterm investors, this earnings call showed the huge growth potential for energy at good margins and the tone regarding FSD is extremely confident.

I think the next two years will be extremely excited and the whole auto industry will look quite different in 2025.

Expand full comment

I think of QNX as more of an OS, lower level infrastructure. What about MBLY? They have OEM solutions and FSD is on the roadmap. That could be an alternative to Tesla.

Expand full comment