6 Comments
Jun 4, 2022Liked by Antonio Linares

Excellent and thought provoking analysis and very well written. Really enjoyed. I know you an Amyris long. I don’t see Amyris processing information nearly as well as Tesla. How would you compare the management of the two? I know from my close study of the company that they continue to make basic operational mistakes and don’t seem to manage capital well enough. Is this a function of the culture that Melo built vs Musk?

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May 2, 2022Liked by Antonio Linares

Thanks a lot for this write up! I have been invested in Nio for around 18 months. It was my first ever investment and it's safe to say I have learnt a lot since then (and lost a lot of money!). Learning more about Tesla has opened my eyes more on the EV space. Thanks a lot Antonio.

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Wow so interesting chapa

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