Excellent and thought provoking analysis and very well written. Really enjoyed. I know you an Amyris long. I don’t see Amyris processing information nearly as well as Tesla. How would you compare the management of the two? I know from my close study of the company that they continue to make basic operational mistakes and don’t seem to manage capital well enough. Is this a function of the culture that Melo built vs Musk?
Thanks a lot for this write up! I have been invested in Nio for around 18 months. It was my first ever investment and it's safe to say I have learnt a lot since then (and lost a lot of money!). Learning more about Tesla has opened my eyes more on the EV space. Thanks a lot Antonio.
Wow so interesting chapa