I’m joined by New Street Research analyst, Pierre Ferragu, to discuss TSLA valuation, 2022 expectations, gross margins, Robotaxi, autonomous driving, competition, risks and more.
Pierre Ferragu on Twitter: @p_ferragu
00:00 – Introduction
00:48 – View of volatility in TSLA and the markets
03:26 – How investors underestimate or misunderstand Tesla – $1 Trillion Startup with 1% market share
06:02 – How much can gross margin increase in future?
12:25 – Hyper bull case of FSD impact on gross margins
19:35 – Robotaxi deployment… delusional?
24:30 – Human labor in ridesharing vs autonomous ride hailing, Uber and Lyft vs Tesla
34:35 – Autonomous driving competition – Mobileye, Aurora, Waymo, Cruise
36:03 – When can Tesla become the most valuable company in the world?
37:27 – Thoughts on AAPL
40:17 – Tesla 2022 delivery expectations
43:55 – Conclusion
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