So, we got a question if we think Uber and Tesla will be direct competitors as autonomous technology matures. The answer is yes. As robo taxi scales, it will directly compete with Uber's ride hailing model.And thanks to its vertically integrated manufacturing, we think Tesla could offer a lower cost per mile, undercutting Uber's pricing umbrella. But the important point to make here is that Robo Taxi represents a far greater opportunity than ride hailing, which accounts for only 3% of US vehicle miles trave ...

This company still has throngs of adoring fans and they go to every event. I'm walking around like there's all these Cybert trucks. People are wearing t-shirts that say don't bet against Elon and they're wearing t-shirts from like previous product launches and it was almost like a reunion.There were things for the kids to do. There was a 3D printed Cybert truck that you could color. So they were giving out Cybert trucks and crayons and a lot of kids were were coloring them among the sort of test Tesla Elon ...

Elon Musk warned of near-term weakness for the EV maker as the company focuses its efforts on upscaling autonomous ventures. We're we're in this like weird transition period um where we will lose a lot of incentives in the US. On the other hand, autonomy is most advanced and most available from a regulatory standpoint in the US.I mean, does that mean like we could have a few rough quarters. Yeah, we probably could have a few rough quarters. Um, I'm not saying we will, but we could.So, what does that cautiou ...

are not very compelling. >> Elon Musk, on the Tesla earnings call last night, warning shareholders about a potential rough patch ahead. Shares getting hit this morning down better than 8%.Let's bring in Canaccord Genuity Jorge Enriquez raises his target from 303 up to 333. And he maintains his by George. It's great to have you. You write it pretty plainly.We may have just seen the bottom in growth trends with positive acceleration on the way. What makes you think so. >> Well, the good thing about bad comps ...

Tesla's Business Perspective - William Blair suggests that viewing Tesla solely as an auto company would lead to a bearish outlook, emphasizing the importance of considering other business segments [3] - The firm cut its core auto business numbers by approximately 12%, citing brand weakness in Europe and competition in China [4] - The energy business is performing well, and the firm has provided estimates for the robo taxi service in Austin [4] Robo Taxi Valuation and Competitive Advantage - The firm estimates the robo taxi business to be worth roughly $300 per share by 2040, based on aggressive pricing schemes and greater unit volume [7] - Tesla's tech stack is estimated to have one-tenth the cost compared to Google's Waymo, giving it a competitive advantage in pricing and market share acquisition in the autonomous vehicle rollout [7] - The firm acknowledges that these are early days and assumptions are involved, but they are attempting to establish a framework for valuation [8] Overall Valuation - The auto business is valued around $30 to $40 per share, and the energy business is valued similarly [8] - The firm arrives at a fair value in the high $300s, excluding the humanoid robot [8]

[Music] Welcome to the brainstorm episode 90 today in person. Great to see you guys. We're going through and speedrunning the Mary Maker AI trends report.340 slides in 20 15 minutes. We'll see if we can do it. Uh pull up your Subway Surfer next to this because this is going to be uh fastpaced here.Biggest takeaway maybe we just start there. The whole 340 slides to me is this is happening fast, very fast. Any Yeah. Any other takeway.And we kind of already knew that. So So is that the only trend. Are we done. ...