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I would want to invest in projects that I think will take off. For example, if I had to invest in Tesla, I would not invest in the Cybertruck. In fact, that project turns me off investing in Tesla entirely. But say, the Model Y, on the other hand is something I think will be successful so I would bet on it

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If you believe that Tesla as a company is a reasonable capital allocator, and that the Cybertruck will end up being a flop, then you should expect that investing in Tesla will mean investing in the successful segments (Model Y per your prediction) and quickly divesting from the unsuccessful ones (Cybertruck per your prediction).

The same goes for Apple and Airpods.

Tesla Cybertruck as it currently stands will flop in Europe, as the design is unsafe.

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