Deedy Das’ Post

View profile for Deedy Das

Menlo Ventures | Investing in AI and Infra!

Manus, the new AI product that everyone's talking about, is worth the hype. This is the AI agent we were promised. Deep Research+Operator+Computer Use+Lovable+memory. Asked it to "Do a professional analysis of Tesla stock " and it did ~2wks of professional-level work in ~1hr! The company is based in China / Singapore. Founder says it uses Claude Sonnet 3.5 for execution and a special post-trained Qwen for planning. Yichao, the founder, tells me "agentic capabilities might be more of an alignment problem rather than a foundational capability issue." Here's the Tesla stock analysis website: https://lnkd.in/gQi3sXdW

Uladzimir "Vlad" Ladziata

Experienced Medicinal & Organic Chemist // MSc² in Medicinal & Organic Chemistry

3d

Two weeks of analysis by human experts? Hardly. To say "underwhelming" would be kind. With Perplexity’s Deep Research, you can generate a higher-quality output on $TSLA in just 15 minutes — or even less. Who’s pumping up this Manus thing, and for what purpose? Could the next CCP plenary session be approaching fast, and someone needs to deliver a five-year AI growth plan in two years in a spirit of the “communist competition”? 😂

Nils-Bertil W.

Data Science, Investment research, Quantitative Analysis

3d

Thank you for sharing Deedy Das. This has a nice UI and functions well as a tearsheet type product. But there are indeed some issues to iron out. In the Valuation analysis section, the DCF returns a Bull Case value of ~$240/share, but in the Price Targets & Scenarios section the Bull Case is $500/share. Such inconsistency would not be particularly useful when making an investment decision. How might the Agent respond when asked for the cause of such a discrepancy?

It’s neat, but what’s the market, is it honest, is the output valuable? I feel like we’re in the era of kitchen gadgets for AI products, and here’s a new egg slicer.. A lot of this stuff is unintentional digital con artisty. Like the report doesn’t mention volatility hype or Elon… or any of the ridiculousness of Tesla. Is this financial advice? Should it be regulated? Where’s the disclaimer? Who is liable?

Raja M. Iqbal

AI, Cloud, Data, Technology Leader | Product & Engineering Strategist | Solution Architect | AI/ML, Gen AI | AWS, Azure, GCP, Snowflake, Databricks

3d

...

Aniruddha Gupte

We help logistics companies and brands save money on the last last-mile! Our products also improve security and convenience for people in office and residential complexes.

3d

Here's part of the output from Ollama/llama3.2 on my Dell Laptop **Conclusion:** Tesla's financial performance has been volatile over the years, driven by various factors including aggressive expansion plans, increasing competition in the EV market, and fluctuations in global demand for electric vehicles. While the company's strong brand recognition, efficient production processes, and growing demand for EVs position it well for long-term growth, investors should be aware of the risks associated. **Rating:** We rate Tesla stock as **Neutral**, reflecting its volatile financial performance, competitive landscape, and valuation. However, we believe that the company's strong brand recognition, growing demand for EVs, and significant investments in research and development position it well for long-term growth. **Target Price:** $350 (up from $250) Our target price is based on our analysis of Tesla's financial performance, industry trends, competitive landscape, and valuation. While we expect the company to continue growing, driven by increasing demand for EVs and improving profitability, we also anticipate that its stock price may experience volatility due to factors such as increased competition and regulatory risks.

Like
Reply
William Zhang

Building AI Data Rooms @ Fynopsis | CS Honors + Business Honors @ UT Austin

3d

so in short, they're the first company to build out a fully fledged toolkit and connect them together with a plan-execute design. we're at a point where llms are good enough for agents to expand horizontally rather than relying solely on compute.

Boney Sekh

Founder of unmeshed Inc. (Orchestration Platform) Ex - founder of Orkes Inc. & Creator of Netflix Conductor

3d

Deedy Das - looks awesome - the website is a nice outcome - I'd imagine all that work that analysts used to do formatting and displaying data will basically disappear and will be automated. Is the data / analysis correct though? It seems to suggest TSLA never went part $ 290 in the charts but it was at $ 450 ++ after the election in December?

Kshitij Patil (KP)

CFA Level 2 candidate | Asset Management | Equity Research | IB | MS in Finance (STEM) @ Fordham University

3d

Shubham Singh Views?

Like
Reply

is there any TESLA investor who CLAIMS this is really helpful? I doubt. market would have already absorbed what's there in this report ( in fact it is just packaged nicely)

Shreshth Babbar

Building Novelty Wealth

3d

Its good but: 1) This is not ~ 2wks of professional-level work 2) The output isn’t that great

See more comments

To view or add a comment, sign in

Explore topics