TubeRank
TSLABullunverifiable
Jo BhakdiJo Bhakdi
My prediction is 2029 massive policy measures and that will impact the stocks not harm Tesla or SpaceX.

Thesis at the time

Mixed

Joe believes Tesla and SpaceX will largely be spared from the market fallout he expects once AI-doom fears about ASI regulation intensify by 2029, but he acknowledges Tesla could fall sharply to $140 or even $100 in adverse scenarios like a broad market crash. He frames these downside numbers explicitly as conditional 'ifs' rather than his base case.

Key arguments

  • He predicts 2029 policy measures targeting frontier AI will not harm Tesla or SpaceX.
  • He does not expect a Robotaxi fatal crash or rate hikes to hit Tesla in the near term.

Counter-arguments acknowledged

  • A broader market crash could still drag Tesla down regardless of company-specific factors.
  • If everything goes wrong for Tesla specifically, he floats a much lower price.

Hedges and caveats (from the video)

  • Host acknowledges this is macro-level discussion, not tactical trading advice
  • Host notes audience may find existential AI risk discussion less exciting than immediate trading opportunities
  • Concerns presented are based on whistleblower claims, not definitive evidence
  • Host frames this as a conversation to explore implications rather than making definitive claims

The call

Date said
Sep 10, 2026
Timeframe
by 2029
Deadline
Dec 31, 2029
Price at prediction
$363.56
Confidence
medium
Specificity
vague

How it resolved

Status
unverifiable
Why this resolved this way(resolution audit)
Reference price
$363.56 (anchored at quote date)
Target used
Deadline source
Explicit (extracted from quote)
Effective: Dec 31, 2029
Age at resolution
0.4 months(from publish date)

Full rules: docs/resolution-spec.md.

Confidence Reasoning

Stated as a firm 'prediction' with a specific timeframe, though it lacks a price target and is embedded in a larger speculative thesis about AI regulation.