According to @garyblack00, his fund does not currently own TSLA and is neither bullish nor bearish, remaining on the sidelines due to what he views as a stretched valuation that already discounts success in unsupervised autonomy (source: @garyblack00 on X, Dec 18, 2025). He identifies the next major TSLA trading catalyst as the removal of safety monitors in Robotaxis, which would signal an imminent scale-up and is targeted by Elon Musk in Austin by year-end (source: @garyblack00 on X, Dec 18, 2025). He adds that despite the extended valuation, he does not view TSLA as a short candidate and does not short great companies; he cites assets under management above $300M and notes that not owning TSLA has not hurt performance this year (source: @garyblack00 on X, Dec 18, 2025). He also references other autonomy efforts from GOOG, BIDU, PONY, WRD, and AMZN as part of the competitive landscape already reflected in valuations, reinforcing his neutral stance (source: @garyblack00 on X, Dec 18, 2025). No direct cryptocurrency market implications were mentioned in the post (source: @garyblack00 on X, Dec 18, 2025).

According to @garyblack00, unsupervised autonomy is becoming table stakes for automakers, with GOOG at about 450,000 completed unsupervised autonomous rides per week and BIDU at about 250,000 per week, positioning TSLA, GOOG, and BIDU as current leaders; source: @garyblack00 on X, Dec 11, 2025. He adds that RIVN, PONY, WRD, and AMZN are expected to launch unsupervised autonomous ride-hailing platforms in 2026, framing 2026 as a key competitive timeline; source: @garyblack00 on X, Dec 11, 2025. The post does not discuss cryptocurrency market impacts; source: @garyblack00 on X, Dec 11, 2025.

According to @garyblack00, legacy automakers will allow their EVs to charge on Tesla’s Supercharger network but will not cede control of full self-driving capabilities to Tesla, positioning EVs and unsupervised autonomy as table stakes for remaining competitive, with each manufacturer developing its own EV and autonomous stack. Source: @garyblack00 on X, Nov 25, 2025. According to @garyblack00, the delineation implies collaboration on charging interoperability but competition on autonomy control, which frames investor focus on charging access rather than Tesla taking control of third-party autonomy systems; no direct crypto or blockchain market linkage was cited. Source: @garyblack00 on X, Nov 25, 2025.