⚡ Tesla Takeover: The Unstoppable Power of AI! 🤖🔥
Summary
TLDRThe video discusses the rapid advancements in AI and Tesla's significant role in this field. With nearly 7 million vehicles collecting data for AI training, Tesla is poised to lead in AI and robotics. The script highlights Tesla's AI capabilities, FSD technology, and its potential impact on stock value. It also touches on Tesla's insurance model, energy storage leadership, and the company's commitment to safety, suggesting a bright future for Tesla despite media criticism.
Takeaways
- 🚀 AI and compute advancements are accelerating, with AI compute increasing 10x every 9 months and AI expected to exceed all human intelligence within five years.
- 🚗 Tesla is not just a car company but an AI robotics company, with nearly 7 million vehicles on the road collecting data for AI training.
- 🌟 Tesla's AI advancements are leading to significant stock price increases, with a potential for further growth as AI capabilities expand.
- 🌐 Tesla is planning to roll out Full Self-Driving (FSD) in Europe and China by 2025, which could significantly impact the company's revenue and stock price.
- 💰 The potential revenue from FSD subscriptions alone could add billions to Tesla's annual income, depending on the conversion rates of existing car owners.
- 🔢 Tesla's data collection capabilities are unparalleled, with their data capture ability being 20x greater than Facebook's, Instagram's, and YouTube's combined.
- 🏭 Tesla operates some of the world's largest AI clusters, which are crucial for training AI models for FSD and robotics.
- 🚖 The introduction of Tesla's robotaxi service is expected to revolutionize the transportation industry, with the potential to disrupt traditional car ownership models.
- 💡 Tesla's insurance service is a game-changer, offering real-time monitoring and personalized premiums based on driver behavior, which could be bundled with other services in the future.
- 🌿 Tesla continues to lead in brand loyalty and safety, with the lowest likelihood of being involved in a fatal accident among vehicle brands.
Q & A
What is the significance of AI compute increasing at a 10x rate every 9 months?
-The rapid increase in AI compute power suggests that AI capabilities are advancing exponentially, which could lead to AI surpassing the sum of all human intelligence in less than five years, according to the transcript.
How does Tesla's vehicle fleet contribute to AI training?
-Tesla has nearly 7 million vehicles on the road, which are driving 2,000 miles a second and contributing to AI training at scale, as mentioned in the script.
What is the projected timeline for AI to exceed human intelligence according to the speaker?
-The speaker suggests that AI will exceed the sum of all human intelligence in less than five years and could already be smarter than the smartest human by next year.
What is the potential impact of Tesla's FSD (Full Self-Driving) on the company's stock price?
-The potential impact includes a significant increase in revenue from FSD subscriptions, with the stock price potentially rising based on the conversion rate of vehicles to FSD, as discussed in the script.
How many AI clusters does Tesla have, and what is their significance?
-Tesla has three of the world's largest AI clusters, which are crucial for training AI at scale and are expected to be used for FSD and Robotics, as highlighted in the transcript.
What is the significance of Tesla's data capture ability in the context of AI?
-Tesla's data capture ability is significant because it dwarfs that of companies like Facebook, Instagram, and YouTube, providing a substantial real-world dataset for training AI applications, as mentioned in the script.
What is the potential revenue from Tesla's FSD if 15% of its vehicles convert to FSD?
-If 15% of Tesla's vehicles convert to FSD with a monthly subscription fee of $100, the annual revenue could be $1.08 billion, as calculated in the script.
What is the significance of Tesla's insurance business in the context of AI?
-Tesla's insurance business is significant because it uses AI to monitor driving behavior in real time, allowing for personalized premiums based on actual risk, which is a game-changing approach in the insurance industry.
How does Tesla's approach to energy storage fit into its AI strategy?
-Tesla's energy storage solutions are part of its AI strategy as they involve AI-driven management of battery storage, which is crucial for the integration of renewable energy sources and the electric grid.
What is the projected timeline for Tesla's robotaxi service to launch in Hollywood?
-The script suggests that Tesla's robotaxi service will be running around Hollywood within 26 trading days.
How does the speaker view the mainstream media's treatment of Elon Musk and AI?
-The speaker criticizes the mainstream media for ignoring Elon Musk's contributions to AI and for not recognizing him as a top influencer in the field, suggesting a bias or misunderstanding of his impact.
Outlines
🚀 AI Advancements and Tesla's Role
The speaker discusses the rapid advancements in AI and computing, noting that AI is projected to surpass human intelligence within five years. They highlight Tesla's significant role in AI development, with nearly 7 million vehicles on the road contributing to AI training. Tesla's AI clusters are among the world's largest, and the company is poised to disrupt the auto industry with AI-driven innovations like robotaxis and advanced driver assistance systems (FSD). The speaker also touches on Tesla's stock performance and the potential impact of AI on the company's valuation.
🌐 Tesla's Global Expansion and FSD Licensing
This paragraph delves into Tesla's global expansion, particularly in China and Europe, where the company has millions of vehicles. The speaker speculates on the potential revenue from FSD subscriptions in these regions, providing a conservative estimate of the impact on Tesla's stock price. They also mention that Tesla is in talks with other original equipment manufacturers (OEMs) for FSD licensing, suggesting a significant future revenue stream. The importance of data in AI development is emphasized, with Tesla's data collection capabilities far exceeding those of tech giants like Facebook, Instagram, and YouTube.
🤖 Tesla's AI and Robotics Leadership
The speaker praises Tesla's leadership in real-world AI applications, such as insurance, robotics, and energy storage. They discuss the company's AI clusters, including the Dojo supercomputer, and how these resources are being used to advance AI capabilities for FSD and robotics. The paragraph also addresses the media's underestimation of Elon Musk's contributions to AI, contrasting this with his significant role in the field. Lastly, the speaker anticipates Tesla's robotaxis to be operational in Hollywood within a short timeframe, signifying another milestone in AI deployment.
🔋 Tesla's Energy and Insurance Innovations
This paragraph focuses on Tesla's energy storage initiatives and the company's potential to be valued as an energy giant. The speaker mentions significant battery storage projects in Australia and the United States, highlighting Tesla's market leadership in EVs and energy storage. They also discuss Tesla Insurance, which offers personalized premiums based on real-time driving behavior, and how this service could be bundled with other Tesla offerings. The paragraph concludes with a comparison of Tesla's safety record with other car manufacturers, emphasizing Tesla's commitment to accident avoidance and occupant safety.
📈 Tesla's Financial Performance and Market Outlook
The speaker analyzes Tesla's financial performance, emphasizing free cash flow as a key indicator of the company's strength. They compare Tesla's historical financials with Amazon's, suggesting a similar growth trajectory. The paragraph also discusses the challenges faced by traditional automakers, such as Volkswagen, and their struggle to adapt to the EV revolution. The speaker predicts the obsolescence of hybrid vehicles and positions Tesla as the leader in the EV market. Lastly, they provide a technical analysis of Tesla's stock, suggesting a positive outlook for the company's shares in the short to medium term.
🚗 Tesla's Competitive Edge and Future Prospects
In this final paragraph, the speaker discusses Tesla's competitive edge, noting the company's high brand loyalty and safety records. They also mention Tesla's growth in insurance registrations in China and the company's expanding production capabilities. The speaker critiques the strategies of other automakers, particularly their focus on hybrids, which they believe will become obsolete. The paragraph concludes with an optimistic outlook for Tesla's future, citing the company's innovative spirit and Elon Musk's vision as key drivers of success.
Mindmap
Keywords
💡AI
💡Compute
💡FSD
💡Robotaxi
💡Data Centers
💡AGI
💡Energy Storage
💡Dojo
💡Insurance
💡Brand Loyalty
💡Free Cash Flow
Highlights
AI compute is increasing at a 10x rate every 9 months, with AI expected to exceed all human intelligence within five years.
Tesla has nearly 7 million vehicles on the road, contributing to AI training at scale.
Tesla's AI advancements position it as a leader in the AI and robotics sector, not just as a car company.
Tesla's AI capabilities are being used to enhance vehicle features like FSD (Full Self-Driving) and robotaxi services.
The potential for Tesla's FSD in Europe and China could significantly impact the company's stock price.
Tesla's data capture ability is unparalleled, with 20x more data than the largest social media platforms.
Tesla's AI clusters are among the largest in the world, with significant implications for FSD and robotics.
Tesla's insurance is a game-changer, offering real-time monitoring and personalized premiums based on driving behavior.
Tesla's brand loyalty is exceptionally high, with a 67.8% rate for the first half of 2024.
Tesla is the least likely vehicle to be involved in a fatal accident, emphasizing its safety features.
Tesla's financial strength is underscored by its free cash flow, which has been steadily increasing.
Tesla's stock performance has been strong, with a 41% average return over the last 14 years.
Tesla's Gigafactory in Texas is the largest factory building in the world by volume.
Tesla is expanding its production capacity, with over 30,000 Cybertrucks built and ramping fast.
Tesla's AI and energy initiatives are positioning it as a potential market leader in the energy sector.
Tesla's AI advancements are not fully recognized by mainstream media, which often overlooks its contributions to the field.
Tesla's AI roadmap includes significant updates like FSD and the expansion of its AI clusters.
Transcripts
hello everybody it's Tesla time as you know um there's a lot of crazy things happening in the
world of AI and compute and I had a button undone sorry about that um and it's time I'll be doing
this once a week from here on in because there's so much changing AI compute is increasing a 10x
every 9 months AI will exceed the sum of all human intelligence in less than five years and next year
AI will already be smarter than the smartest human if it's not already these are things that you
need to know about and this is a story of AI and disruption as you know uh ever since 2022 there's
only two narratives in our world if you follow this channel you know what they are it's crypto
and it's AI this is going to be the AI portion we're going to break it down and this is very
very important and anybody watches this channel anyway I know you got two bags crypto AI Tesla
anyway they uh we're going to talk about a lot of AI stuff very very exciting but Tesla currently
have nearly 7 million vehicles on the road they're doing 2,000 miles a second and that's all being
used to train AI at scale and Tesla now has three of the world's largest AI clusters for what we'll
see and this will be heavy on robot tax energy valuations price targets ta competition and a
ton more so sorry for the long intro and thank you w and patreon that make this possible uh the dumb
founder here every day working towards the path of Financial Freedom patreon member LF GGG yes let go
go go thank you yes and again in investing got to be in the 1% of assets because they are the ones
that make a difference and you can go back all the way 130 140 years same story every time let's get
into the story today though this is inspired by the Tesla AI road map that was Unleashed and thank
you to the mods in the chat K8 Shan dony T&D Tesla love you guys but uh Tesla shot up nearly 6% this
morning after a big gain yesterday as well Tesla was 200 bucks on Thursday last week so less than a
week it's gone up you know more than 15% thank you d travels but um the stock is still down for the
year but now everything is coming to a head if you look at this road map okay very quickly you'll see
he I think Elon said in a conference call in July it was likely to launch FSD overseas by the end
of this year or early next well it's happening yes they may need some regulat regulatory approval in
certain countries but you can't stop advancements in this area China as well and here you can see
the road map the Tesla AI team again it's an AI company AI robotics company people think it's a
car company it's not the robots happen to have wheels there any difference but 12.5.2 is coming
out cyber TR AO Park cyber truck FSD end to end stack on on network on highway is coming to uh
unpark uh Park and reverse and FSD is coming as well I think that's kind of what they call banish
it already has ass right now which was launched and version 13 is coming with Sixx improved
miles between necessary interventions I know some people that can drive 250 Mi and 300 mil with zero
intervention that means they can go 1,800 miles without an intervention and again the hugest news
of course q1 2025 FSD in Europe and FSD in China no problem with regulatory approval in China it's
going to happen we're going to break down what that means as well for the stock price too now
Tesla another view of it uh what does rolling out to China and Europe actually mean well Tesla have
about 2 million cars running around in China and about 2 million in Europe and 2 million in
the US and another million in different parts of the world that's 6 million cars and of course me
being a numbers guy what does that mean for the stock so let's throw together a very crude little
simple table and I've done very very sophisticated price prediction models with with hands and CERN
and others but just take this hey Rusty Woods North America EU and China 6 million Vehicles
the percentage converting to FSD I assume just 15% being the conservative low bag that's the number
of cars next year potential potential 900,000 if the monthly subscription fee is 100 bucks
that means annual revenue 1.08 billion if it's 20% conversion 1.44 billion if it's 20 5% conversion
1.8 billion and a very conservative impact on the stock price would be 26 bucks for 15% conversion
$35 for 20% and $44 for 25% remember these are extremely conservative numbers but if you've
tried FSD if you've used it if you've seen all the iterations you will not get behind the wheel
of a car without it we'll talk about safety in a little while too but what does this mean it's not
just how many people would convert pay 100 bucks a month imagine you're selling a car for 30 40 Grand
that turns into a SAS software model as well that is the really exciting thing that people have to
get their heads around but there's more because there are three oems one two three that are in
talks with Tesla to license their FSD right now as we speak we know in 5 to 10 years definitely
well somewhere between 5 and 10 years probably sooner if a car doesn't have FSD it may not even
be allowed on the road and it'll be completely obos it' be a dumb car but look at this this is a
story of Volkswagen and rivan Volkswagen to invest $5 billion in EV star rivan for a software license
so they can understand how to make software work on a car $5 billion what would happen and
an FSD rivan doesn't have any FSD they've got something that plays music and Bluetooth maybe
the ability to do an over thear update that's it FSD is the Crown Jewel can you imagine what it's
worth imagine 3 OEM spending more than 5 billion maybe a lot more and ongoing Revenue too it's
it's mind-blowing let's get into the AI though and talk about how size matter is ladies and
gentlemen this is from Brett winon from Arc and uh he said Facebook has 10x proprietary language data
on database as was used to train llama models and images they have 20x more than that and Instagram
and YouTube have 2X more than that and uploaded video and yet Tesla's data capture ability dwarfs
all at another 20x it's very difficult to see what this looks like in scale so here's another
chart to give you some perspective of how much data not only do Tesla have but how much they've
been mining for eight years plus every car records everything and uploads it to a massive
number of data centers but this is Tesla size versus YouTube Instagram meta Etc and YouTube
which is a monster which is what we're on right now is a spit in the bucket compared to the data
that Tesla has a lot of people talk about all these AI players and competition nobody nobody
is using data for real world AGI baby AGI applications except for Tesla and few see it
but they're waking up we'll talk talk more about them waking up too and also AI is not dead it's
extremely hot AI companies captured 35% of us startup investment up 169% since 2022 and 106
million was raised by non aai in the US this year it's pretty big AI is Big we know investing has
fallen down but it's all AI or nothing now this is a Tesla slide too a proof how Tesla is the
leader in real world AI stuff like insurance is AI driven robot taxi AI driven FSD AI driven Optimus
AI Driven Auto bidder AI driven energy storage to some extent I don't know about lithium refining if
that's AI driven or not but service and collision as well it's incredible the Collision warning
system unbelievable there's a great video go go search it on on Twitter as to how a cyber truck
avoided a collision a car was overtaken another car in the wrong lane and literally the Cyber
truck evaded action which is only possible because of the speed because of four-wheel steering but it
got out of the way and missed it by like an inch this is the stuff that nobody else can do anyway
let's talk about three of the largest AI clusters in Earth from Whole Mars catalog Elon co-founded
and provided the initial seed capital for open Ai and then he got shafted stabbed in the back
we'll talk more about that too in a minute and the startup XI is built up a 100K GPU cluster
and Tesla in Texas has another 100K cluster and another 35k cluster of h100s in California
they also have Dojo running and up and live and these models will be used for FSD and Robotics
and ultimately will be used by many many millions of people this is all happening the player with
the most compute will win that's it we already know who that player is and they're applying
this compute to a real world use case which is stunning and shout out to Sawyer Merit 7 million
cars driving 2,000 m per second that's where we are right now that is an average estimated
62 billion miles per year and again all of that data is being mined and farmed now despite this
huge AI picture that I painted for you all media hate Elon this is the biggest snub in
the history of the world uh MSM ignore Elon as he's a threat to them in every way they talk
about the time 100 AI most influential people 100 people Elon doesn't make the list he should
be by far in way the king of the throne it's a complete joke that they leave him off the list
and he's the only player on the planet doing baby AGI and instead they have a singer Swift
something is on the list explain to me please how swift is an AI influencer I don't know
this world is full of crap and the sooner you guys wake up to it and realize it the better
off you will be ignore mainstream media they have lost their way many years ago but it's
getting even more extreme now too so and other news too within 26 trading Days by the way I
count trading days not days days 26 trading days Tesla robot taxi will be running around Hollywood
and this is an AI rendering of what it look like probably a two-seater we'll see if we actually
see it other either way other cars will be enabl to run around too it's going to be exciting and
I know expectations are high but I do believe Tesla stock will be under constant accumulation
up until the 10th of October I've haven't saying that for weeks now and it has been so we gone from
170 bucks up to 231 now or something so it's under gradual accumulation because the Wall
Street analyst folks are waking up Time Magazine not so much Wall Street yes and I haven't even
talked about Bots they have have a thousand of these puppies working in their factories next
year doing real work 1,000 maybe 3,000 depends on how quickly they can scale them and I'm not
even talking about insurance Tesla insurance is a game changer I'm working on another thing about
total cost of ownership and how literally Tesla insurance monitors you're driving in real time
realtime behavior and it will personalize premiums based on actual risk unbelievable compared to the
traditional world that paints with Brad brush one size fits all pricing higher premiums to
cover risks this will all be bundled into the vehicle soon your financing your insurance maybe
whatever else your FSD you're supercharging in the bundle packages and nobody nobody can do this the
insurance industry has been trying to do realtime monitoring of driver behavior for at least 10 or
15 years now I've never gotten it to work Tesla just does it they know exactly how good or bad
you are as a driver they will ding you so we have a friend of the channel Jeff Lutz his price is
tanking his insurance Price is tanking because his driving is exceptional but if you are speeding or
driving drunk or running red lights your price will go up that's maybe the time you need to go
to your Geico or Progressive as well and let them do the low of large number stuff now unless I did
promise they're waking up this is Blair they now call Tesla the apple of energy says a new B
bullish call On The Stack it's like the apple of energy what does that mean is they they becoming
utility it could have many different meanings but of course if they're saying Apple they're talking
SAS software and energy ties into everything because battery storage is one of the big S curves
the big fors curves that's colliding right now and I made a video or a white paper I can't remember
what it was but how Tesla should easily easily be valued at a market cap of $1 trillion based
on energy alone the deals that they are doing are huge and they're all very lucrative this is
the um installation of the first 444 Tesla MEAP pack batteries in underway at the first stage of
a 600 megawatt renewable energy Hub in Victoria Australia one of the biggest grid scale batteries
in Australia and this will cost nearly half a billion dollars and Tesla remains a market leader
in EVs and the market leader in energy storage too but hey what does that mean you know the
competition maybe the competition are coming yeah sure whatever and Georgia in the United States
doing the same thing another half a billion dollar plant well $450 million uh in the United States
Georgia your power secur a battery and Equipment Supply agreement I think they call them beas for
500 megawatt 2,000 megawatt hours portfolio made up of four projects of varying sizes again these
deals are all monstrous everything tala does they do it at extreme scale oh speaking of guess who
has the biggest building in the world and also the biggest Factory in the world that's the Tesla
gigafactory and by the way just got bigger so they put on a huge extension which is the AI data
cluster at the back end I think it's on I don't know which I think it's on the far end the far end
from here on the right hand side but Giga Texas is the largest Factory building in the world by
volume and according to somebody's calculations you could fit 194 billion hamsters in this
building hope nobody tries that at home everybody don't try to put 194 billion hamsters in your
building and this thing is scaling uh this from Joe techm friend of the channel shout out to him
he did a fly over a few days ago over a thousand cyber trucks which actually they shipped all of
them out of there in one holiday Sunday while the world is on vacation and everything else this
Factory does not sleep and they are pumping these things out the Handover fist I reckon they're at
a weekly run rate of at least 16,700 right now and they've got over 30,000 of these already built and
they're ramping fast probably by 70,000 capacity by the end end of the year so fun to watch and
China is also ramping up in China 14,400 Tesla Insurance registrations were reported for the week
of August 26th to September 1st and the quarter is up 30% quarter over quarter and over 10% versus at
the Q3 of 2023 and it's the best quarter after 8 weeks but still you know we need a little bit
more to make it a bumper year and everything is going up in the right direction which is good now
a little bit of other Tesla news too that popped out Tesla continues its run as the leader in brand
loyalty with a rate of 68 67.8% um I think for the first half of 2024 which is like no other brand
out there and model three is even higher if you look at the specific model with the brand lineup
loyalty rate of 72.1% I know it may not sound like a lot but it's higher than anything else
that's out there but there's another area where they're leading as well and this is an interesting
statistic because not only do the cars drive themselves but you can drive them off a cliff and
your whole family will be safe again don't do that at home everybody but accident avoidance is also
Paramount Tesla is now the least likely vehicle to be involved in a fatal accident and I know these
numbers might be a little bit weird and misleading but if you look at total occupants invol involved
in fatal accidents between 20177 and 2022 that's 6 years there 490 people yes it's terrible that
anybody dies but Ford have killed 55,000 people just some perspective there now there probably
more Fords on the road than there are Teslas they been around for a long time but there are
over 2 million Teslas on American roads this is American data by the way and if you look at the
other numbers you got Land Rover 575 you'd think huh that's kind of close to Tesla but remember
there's only 100,000 Land Rovers on the road if that and then you have Isuzu 709 there's only
15,000 isas in the United States so you have to put things in perspective yes there's a lot more
forwards but there's a lot less Land Rovers and again the odds if you want if you care about your
life and your safety you drive like a maniac you may want to consider a Tesla so not driving advice
let's look at some charts first of all a little bit of perspective of where we are with Tesla as
well there's a lot to cover here from CERN Basher friend of the channel Teslas has a 41% average
return over the last 14 years and yes trust me I know the last three years have sucked but zoom
out sometimes and look at the big picture and sir I hope you don't mind add a little rocket ship to
your chart to show you where we're going next because things will be be absolutely crazy and
exactly 8 weeks ago I talked about having made a video called pair trade of the decade and uh I was
ridiculed and mocked saying I'm an idiot there's no way Tesla will outperform Bitcoin but I said
eight weeks ago to the day 4th of July 2024 pair trade of the decade the multiples by 2032 based on
my price target analysis and I've done nothing but build price targets and pricing models for
Bitcoin and Tesla since 2017 it's not like I'm new to this like six seven years worth of models I got
hundreds of them but I believe that Bitcoin could do a 9.34 x from the current price at the time was
66,800 Tesla could do a 27x and at the time was 177 bucks and they are all my price targets take
your pick pick your poison um the bear case for Bitcoin 2032 is 331k bare case for Tesla 2,681
bull case for Bitcoin 9986000 just shy of a million bucks by 2032 and excessive case
for Tesla's $88,000 from my video8 ways to 8K and that's heavily dependent on Bots being a success
and therefore eight weeks ago you would have made a 9x hypothetically this model shake out and you
take an average of all you would have made a 9x on bitcoin or a 27x on Tesla if we we get to these
Targets in 2032 which is no longer that far away but what's stunning is what happened in the last 8
weeks the pair swing is up 55% eight weeks ago if you flipped one Bitcoin into Tesla you would have
got 377 shares and that is now worth over $887,000 and Bitcoin has fallen 16% to 565 so if you look
at the pair trade Tesla's up 31% bitcoin's down 16% that results in a 55.5% gain in 8 weeks so
yes it has been interesting let's talk about some financials first and what's important I
shared this before probably nearly a year ago this is from Jeff Bezos who never focused on
earnings earnings per share or profit and he knows those numbers are flawed okay every should look at
free cash flow per share income CERN Basher again free cash flow is everything this is a cumulative
operating cash flow free cash flow for Tesla since the beginning of time and it's going up
and getting stronger all the time which puts Tesla in a very very strong position and why kill the
PE Ratio well because of earnings manipulation it ignores capital structure and volatility in
earnings as well so that's why Tesla is a very special cat just like Amazon back in two 2001
2002 to everybody rode off as being dead but the free cash low was kicking off was Unreal nobody
saw that because they were looking backwards at Peg ratios and P ratios anyway a little bit of
history there also the competition are failing fast this from CNBC in Europe a declaration of
bankruptcy the unions lash out as Volkswagen waste possible German plant closures and I could talk
about Ford and GM and Volvo and stellantis and all these other players they're all in a world of hurt
they are all retrenching the revolution is coming and they are walking away from it it's going to
be a fatal mistake and all these companies will be bankrupt unless they get bailed out by governments
and Volkswagen sadly is planning to close two plants for the first time ever um and this is a
beautiful little piece from connecting the dots Karma says dis de and die I actually thought
that was the best phrase I've ever read all year because I like alliteration but this is when not
only did Time Magazine D Elon Musk but Volkswagen dissed Herbert de who warned them what was coming
who said they need to really pull themselves up by the britches revolutionize everything real fast or
Tesla will destroy them he said that two or three years ago they flicked him that was a freaking
mistake any who um the other fun news ties into this story too is you got your two dogs and fleas
merging together partnering Etc and as I mentioned at the beginning Volkswagen to invest 5 billion in
EV startup rivan well it looks like Volkswagen will probably not be able to pay for this no mun
no fun so rivan don't Bank on that money and all of the competition are retrenching and they're
building hybrids let me explain one more time why hybrids are stupid okay real simple increased
comp complexity and many points of failure you got a petrol gasoline engine whatever with an
electric engine higher manufacturing costs higher maintenance costs higher repair costs inefficiency
in all conditions heavy and slow environmental impact and they are no longer cheaper than battery
electric vehicles price par is gone so hybrids will be gone too in 3 to 5 years they only do
them now because it's what they know and they're falling back on it and they think oh we're green
and stuff and they're not at all not at all anyway let's look at the first another chart this is
Tesla on the ATR model and remember yes it's been a choppy period over the last 3 years we are now
at level three and a half up to level six the gain to level six which is the alltime high is 80.5 4%
from where we are today and the chart is looking strong we are going to rebound at least for the
next 26 trading days and then we'll see what the robo taxi show is like it'll be fun let's talk
about some analysts as well these are the $400 price Target analysts Alfie Quant donor financial
genius Randy Kirk's in there Aran vest Sasha yansen Tom Nash Bruce benworth Lord pretty Flo
also friend of the channel uh and a whole bunch more whole Mars catalog these are and of course
you would have 420 on there um but the point is you got a mix of retail analysts and professional
analysts and by the way the retail analysts tend to know a lot more than the professionals but as I
mentioned the analysts in Wall Street are warming up to this a another price Target just reiterated
today live fresh Morgan Stanley who are probably the number one Wall Street firm that understands
Tesla more than any other Wall Street firm they maintained a $310 share by Morgan Stanley good
news and this is Big Wall Street are waking up Tesla up nearly 6% best performer in the
S&P 500 and NASDAQ 100 so far from day to talk everybody understands AI is Big everybody except
for Time Magazine understands Elon Musk is the top player in this space and he has killed
himself to make this happen this is the genius of Our Generation who is the most hated human
which he's always Under Fire and he's firing in all cylinders and he's driven
by hate which is is great so the future is very bright and he's a genius of our time
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