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Tesla Is Launching a FLYING CAR in December

Overall SentimentBullishStrength: 80%

Overall Thesis

Elon on Joe Rogan confirmed Tesla Roadster will be a flying car with 'crazy technology' - demo coming by end of 2025 or early 2026. Bhakdi ramps his prediction from 10% to 100% probability. He argues this is not a party trick but the initiation of Tesla's full repositioning toward flying cars. All Teslas will be flying cars within 15 years.

Narratives

TSLATesla
Strongly Bullish

Elon confirmed the Roadster will fly with 'crazy technology' - demo in next 3-4 months. Bhakdi ramps prediction from 10% to 100%. This is not a party trick but will initiate Tesla repurposing all car business toward flying cars by 2040. Current public Joby ($12B) and Archer ($5-6B) validate the market. Will ignite fantasy and drive long-term stock upside.

Key Arguments

  • Elon confirmed on Joe Rogan Roadster will have 'crazy technology' - 'crazier than all James Bond cars combined'
  • Demo hopefully before end of year (2025)
  • Peter Thiel flying cars reference suggests Elon wants to make it happen
  • Joby at $12B and Archer at $5-6B validate flying car market
  • First principles: flying cars are inevitable and superior
  • Tesla will repurpose all car business toward flying cars
  • All Teslas will be flying cars within 15 years
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