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▶ 0:03 · $TSLA · Tesla IS The Physical Internet
episode briefing
Antonio Linares

Tesla IS The Physical Internet

2026-02-02 · 2 company · 4 thematic
sentiment
2 bull0 bear0 neu
speakers
antonio linares

Antonio Linares runs a concentrated six-stock portfolio plus micro investments, focusing on 'singularity scalers' — companies with proprietary data moats that compound value via AI scaling laws. He bought Palantir at ~$7, held through 2022-2024 drawdowns, and teaches a course on modern value creation processes. His framework emphasizes betting early on extraordinary companies, holding forever, and learning from concentrated mistakes.

quote
“The Tesla thesis going forward is very simple. They ramp up Optimus Manufacturing to 1 million units per year and they become a 20 trillion company. I've been a shareholder of this company for over just over 10 years now when they acquired…”
—antonio linares
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