The Most Important Product Launch Since the iPhone

Here's why we are still betting big on Tesla (TSLA) as the naysayers continue to attack the brand and its leader...

Spoiler: This is the EXACT SAME setup that has already delivered 1,800% returns to LikeFolio members since our initial TSLA call. Critics hated it then, and they hate it now…

We don’t care. You see….

When Steve Jobs took the stage in 2007 wearing his signature black turtleneck and jeans, he opened with a simple claim: "Today, Apple is going to reinvent the phone."

Even loyal Apple users were skeptical. Critics called it overpriced. Market analysts questioned whether consumers would abandon physical keyboards. Research in Motion executives laughed off the touchscreen, convinced that enterprise users needed email buttons. Ballmer at Microsoft said it would never gain traction.

They were all wrong.

Amazon faced the same chorus of doubt a decade earlier. Analysts thought the idea of an online bookstore was cute but small. They said it wouldn’t scale. They said retail logistics would kill it. By the time Amazon proved them wrong, most of its competitors were out of business.

Both companies were binary bets at the time of launch. Apple was making a bet that phones could become software platforms. Amazon was making a bet that e-commerce could replace the mall.

A $1,000 investment in Apple when the iPhone launched would be worth more than $51,000 today.

That same $1,000 in Amazon at IPO? Over $146,000.

Tesla’s setup today looks remarkably familiar.

The company initiated Robotaxi service in Austin earlier this month using Model Y vehicles already owned and operated by consumers. With no new hardware, no special retrofit, and no structural upgrades.

The press covered the launch extensively, but most headlines missed the core development. Instead of focusing on the architecture of the rollout, the media defaulted to its usual framing, highlighting edge-case errors, moments of hesitation, and instances of environmental confusion.

It is falling into the same trap it fell into with Apple and Amazon: evaluating the current state instead of recognizing what that state unlocks.

Tesla’s future ride-sharing platform improves with every trip its robotaxi takes and also every drive a Tesla owner makes.

There’s no need for additional infrastructure. The system is live and constantly learning.

Bottom line: Tesla is obliterating how transportation works. That includes commuting patterns, freight dynamics, the value of parking infrastructure, vehicle ownership, and the need for human drivers.

We have to ask ourselves: will our kids even need to know how to drive a car?

At least, that is the binary bet hand. We’re taking it.

Here’s why we think TSLA could 19x from here… again…

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