"No One Expected This From Tesla.." - Cathie Wood (Latest interview)

Summary

テスラは、自動運転技術を中心とした新たなビジネスモデルを展開し、そのプラットフォームを提供することで、収益機会は5～10年間に8～10兆ドルに達すると見込まれています。また、テスラの株価は今年に入って27％下がり、中国での出荷減少やベルリン工場の放火事件などが影響しています。一方、ロボタクシーサービスの実現は規制や技術的なハードルがあり、実現までの期間は不確定です。

Takeaways

• 🚗 テスラは「Magnificent 7」の一員であり、自動運転に関する期待はまだ充分に評価されていないと考えられています。
• 🌐 自動運転関連の市場機会は、今後5～10年間で8兆～10兆ドルの収益機会を提供すると見込まれています。
• 🚙 テスラはプラットフォームプロバイダーとなり、自動運転フリートを運営し、人々がテスラをリースする仕組みが設けられる予定です。
• 🛠️ テスラの将来的なビジネスモデルは、ソフトウェア即サービス（SaaS）に近く、高い毛利率が見込まれています。
• 🤖 AIは他の技術を催化し、ロボット工学、エネルギー貯蔵、ブロックチェーン技術などの5つの主要プラットフォームにわたって指数関数的な成長をもたらす大きなカタリストとなります。
• 📈 知識労働者の生産性は、少なくとも4倍に増加すると予測されており、これにより大きな生産性向上と財産形成の機会が生み出されます。
• 📉 テスラの株価は今年に入って下跌しており、株式分析家のダウングレードや中国での出荷減少、ベルリンの工場での放火事件などが影響しています。
• 🚀 テスラのロボタクシーサービスは、予想される遅れを無視して今年度中に開始される可能性があると述べています。
• 💰 投資家は限定版のテスラモデルを購入し、その後高額で再販売することで数千倍のリターンを得ることができるとされています。
• 🥇 世界最富有のランキングでは、ジェフ・ベゾス、エルン・マスク、ベルナール・アルノがトップを争い、株式の動向によって週に数回変更される可能性があります。

Q & A

テスラの期待値はどの程度過大評価されていますか？

期待値は過大評価されていないと考えられています。実際には、ほとんどの人たちはテスラの自動運転技術に対して評価していないため、期待値は適切だと考えられています。

自動運転関連の市場機会の収益はどれくらい見込まれていますか？

自動運転関連の市場機会は、今後5～10年間で8兆から10兆ドル程度の収益をもたらすことが見込まれています。これは、GDPに最も大きな影響を与える革新の一つであり、歴史上最も大きな影響を与える可能性があります。

テスラがプラットフォームプロバイダーとして果たす役割は何ですか？

テスラは自動運転フリートを運営するプラットフォームプロバイダーとして機能し、人々がテスラをリースして、テスラのプラットフォームを利用することで、双方にとっての勝ち組となります。これは、ソフトウェア即サービス（SaaS）モデルであり、高い毛利率を持ち、ソフトウェア会社として機能する見込みです。

テスラの株価はどのように変動していますか？

テスラの株価は今年为止で27％下落し、株式分析家からの株式降级、中国での出荷の減少、そしてテスラのベルリンプラントでの放火事件などの問題があります。

テスラの今後の成長ペースはどのように変化する見込みですか？

テスラの成長ペースは今年大幅に遅くなる見込みで、エロン・マスクとチームは過去数年間で驚くべき急速な成長を遂げた後、今年は成長が大幅に遅くなることを示唆しています。

テスラの自動運転技術の進歩はどの程度の安全性を提供する見込みですか？

テスラの自動運転技術は、人為エラーを除去することで、80～90％の自動車事故を防ぐことが期待されています。自動運転車は平均して500,000マイルに1度の事故に対して、完全自動運転のテスラ車は約3.2百万マイルに1度の事故率を見込まれています。

テスラのサイバートラックのミニチュアモデルはどのような価値を持っていると予想されますか？

ミニチュアサイバートラックは、その詳細さと機能性により、コレクションの中で特別な価値を持つ可能性があります。公式ウェブサイトから購入されたアイテムは、独自の認証番号があるため、後にプレミアム価格で再販売されることが期待されています。

テスラのロボタクシーサービスはいつ実現される予定ですか？

ロボタクシーサービスの実現は、規制的な壁や技術的な壁があるため、いつ正確に実現されるかは不明です。しかし、テスラは最近の投資家向けデイで発表したデータに基づいて、自動運転技術の進歩が期待されています。

エロン・マスクはなぜ政治的な立場をより強く表明していますか？

エロン・マスクは、Twitterを介して政治的な立場をより強く表明し始めました。彼は「覺醒マインドウイルス」や政治的正確さに対する反対意見を示し、白宫への道を築くようになりました。

ジェフ・ベゾスが再び世界最富の理由は何ですか？

ジェフ・ベゾスは、Amazonの株式を売却し、Miamiに移住することで税金を節約し、その結果、世界最富の座を再び奪回しました。彼の今後の投資や事業についての予測は、現在は確定していません。

将来の投資機会の中で最も重要なのは何ですか？

将来の最も重要な投資機会の一つは、自動運転タクシーサービスの機会であり、2030年までに8兆から10兆ドルの収益をもたらす見込みです。これは人命を救うために重要な技術革新であり、自動車事故の80～90％を防ぐことができると期待されています。

Outlines

00:00

🚗 Teslaの未来と自動運転車のビジネスモデル

この段落では、Teslaの期待とその将来のビジネスモデルについて述べています。Teslaは自動運転車の分野でプラットフォームプロバイダーとして機能すると見なされています。自動運転車の時代は8兆から10兆ドルの市場機会をもたらすとされ、Teslaはその中最価値のある部分を担うことになります。また、Teslaの毛利率がSaaSモデルに則じ、80%から90%の高毛利率を期待できることも触れられています。さらに、Teslaの自動運転技術は既に備わっており、所有者が車両をレンタルに使ってもらい、働いている間にお金を稼ぐことができます。

05:01

📈Tesla株価の動向と生産性向上

この段落では、Tesla株のパフォーマンスと生産性向上の話題が中心になります。Tesla株は今年で27%下落し、分析家からの株式降级や中国での出荷減少、さらにTeslaのベルリン工場での放火事件が影響を与えています。Teslaの成長が今年遅く、生産性向上が知識労働者に影響を与えると見ています。コードライターの生産性は既に50から100%増加しており、Teslaの株価は急速に変動しています。

10:03

🤖 AIの進化とTeslaのビジネスへの影響

AIがTeslaのビジネスにどのように影響を与えるかがこの段落の主題です。AIはデータの収集と分析を革新し、Google検索やAmazonなどの集中型プラットフォームを置き換える可能性があります。TeslaはAI技術を用いて、自動運転車をより安全にし、人為的なエラーを減らすことができます。さらに、AIはTeslaのビジネスモデルをSaaS化させ、高い毛利率を実現する可能性があります。

15:04

💰 世界最富のランキングとTeslaの市場評価

この段落では、世界最富のランキングの動向とTeslaの市場評価について述べています。Jeff BezosとElon Muskの財産の比較がなされています。BezosはAmazonの株式売却によって巨额の資金を獲得し、それをどのように投資するかが注目されています。Teslaの市場評価は、2027年までに約2,000ドルと評価されており、Robo taxiサービスがその成長の主要な要素とされています。また、自動運転車は人間の運転ミスを減らし、安全性を高めると期待されています。

20:04

🏎️ TeslaのCybertruckモデルと投資機会

この段落では、Teslaが提供するCybertruckのミニチュアモデルとその投資機会について話されています。この模型は、元の価格の100ドルから28ドル以下で入手できるようになり、非常に人気があります。この模型は玩具ではなく、機能する正確な複製品で、将来的にはコレクションの中で高い価値を持つ可能性があります。また、この模型は限定50台で入手可能で、公式ウェブサイトから購入した物品だけがプレミアム価格で再販売可能であることが特徴です。

Keywords

💡Tesla

テスラはイノベーションと電気自動車の開発に著名な企業です。この動画のテーマでは、テスラが自動運転技術を開発し、そのプラットフォームを提供することで、将来の主要な投資機会となる可能性について述べています。

💡Autonomous

自動運転技術は、人工知能を用いて人手を必要としない運転を実現するための技術です。この動画では、自動運転技術が将来の経済に与える影響と、テスラがこの分野でのリーダーシップを果たすことの重要性について説明されています。

💡Revenue Opportunity

収益機会とは、将来的に得られる可能性のある収益を指します。この文脈では、自動運転技術が導入されることで生み出される新たな市場やビジネスモデルに関連する収益の機会について言及されています。

💡GDP Impact

GDPインパクトは、ある技術やイベントが国内総生産に与える影響を指します。この動画では、自動運転技術が史上最もGDPに影響を与えるイノベーションの一つであると主張されており、その経済的な重要性が強調されています。

💡Software as a Service (SaaS)

ソフトウェア即サービス（SaaS）は、インターネットを通じてソフトウェアを提供するサービスモデルです。この動画では、テスラがSaaSモデルを採用し、高い毛利率でビジネスを展開することが予想されています。

💡Productivity Gains

生産性の向上とは、同じ時間やリソースでより多くの出力を生み出す能力の向上を指します。この動画では、自動運転技術が知識労働者の生産性を4倍に向上させる可能性があると述べられています。

💡Convergence

収束とは、複数の技術やトレンドが融合し、新しい価値やイノベーションを生み出す現象を指します。この動画では、人工知能、ロボット工学、エネルギー貯蔵、ブロックチェーン技術などの技術が収束し、将来の成長を促進すると予想されています。

💡Cybertruck

Cybertruckは、テスラが開発している電気poweredのpickup truckです。この動画では、Cybertruckの小型モデルが販売され、その価値について説明されています。

💡Investment

投資とは、将来の利益を得るために金銭や資源を現在投入することを指します。この動画では、自動運転技術への投資が将来の主要な投資機会となる可能性があると述べられています。

💡Electric Vehicles (EVs)

電気自動車（EVs）とは、燃料電池や電気モーターで動く自動車です。この動画では、EVsが将来の自動車市場において主流となる可能性があると述べられており、テスラがその分野でのリーダーシップを果たすことの重要性についても触れられています。

💡Infrastructure

インフラストラクチャとは、社会や経済活動を支える基盤となる設備やサービスを指します。この動画では、EVsの普及に必要な充電ステーションなどのインフラストラクチャの整備が重要視されています。

Highlights

High expectations for Tesla as part of the 'Magnificent 7'.

Tesla's expectations are not overdone, and most people are not giving them credit for autonomy.

The revenue opportunity for autonomous taxis is estimated to be 8 to 10 trillion over the next 5 to 10 years.

The most valuable part of the autonomous ecosystem will be the platform provider, with Tesla expected to take this role.

Tesla's gross margins are expected to reach 80 to 90% in the SaaS (Software as a Service) model.

Tesla owners will be able to lease their cars and offer them for rent through Tesla's software platform.

Tesla's cars are already equipped with software that will be upgraded over time for autonomous capabilities.

The convergence of five major platforms (multiomic sequencing, robotics, energy storage, AI, and blockchain) is expected to create super exponential growth.

AI is a significant catalyst in the growth and convergence of these technologies.

Productivity gains, especially among knowledge workers, are expected to increase significantly in the next 6 to 7 years.

Tesla's stock has taken a hit this year, down 27% due to various issues including stock downgrades and an arson attack on its Berlin plant.

Despite challenges, Tesla's rapid growth and innovation in the EV market remain remarkable.

The infrastructure build-out for EVs, such as charging stations, is crucial for adoption and is expected to continue regardless of market fluctuations.

Elon Musk's influence in politics and social media could potentially benefit Tesla's position in the market.

Jeff Bezos has become the world's richest person again with a net worth of $200 billion, surpassing Elon Musk.

Bezos' recent sale of Amazon stock and move to Miami saved him up to $600 million in taxes and speculates his interest in the rocket launch company, United Launch Alliance.

The race for the world's richest person is tight between Jeff Bezos, Elon Musk, and Bernard Arnault of LVMH, all around $200 billion in net worth.

Tesla's potential robo-taxi service could be a shocking story, with a valuation assessment suggesting a price target of $2,000 per share by 2027.

The mini Cybertruck model, designed with meticulous detail, is a collectible and functional item expected to resell for much higher prices in the future.

Transcripts

there are a lot of high expectations

baked into the Magnificent 7 now Tesla

is one of them we don't think the

expectations in Tesla are overdone at

all in fact most people are not giving

them any credit for autonomous so that

one aside and um coming back to the

autonomous taxes uh I think you've said

the revenue opportunity there is 8 to 10

trillion over the next 5 to 10 years

which you know many people are

confounded with because it's probably I

think it's the most impact on GDP of any

innovation in our history originally

priced at $100 it's now yours for less

than 28 bucks meticulously designed just

like the cybertruck and it's fully

functional this isn't a toy or a Decor

it's a precise replica with every detail

plus it comes with a mini cyber quad for

Endless adventures and also you can add

a cyber trailer with it don't miss out

with just 50 available time is running

out secure your mini cybertruck model

today and set your collection apart from

the rest only items purchased from the

official website can be resold later at

a premium due to their unique unique

authentication numbers sure and you know

so that eight to10 trillion dollars in

revenues is in the next five to 10 years

and it's

Global uh if you break out the part the

most valuable part of that ecosystem is

going to be the platform provider so we

think Tesla for example will be a

platform provider it uh will run the

it'll be responsible for um running the

uh autonomous Fleet and people will

lease their tesas and you know uh

leverage off of the off of Tesla's

platform so it's a win-win it's a SAS

model it's a software as a service model

so many people think that Tesla's gross

margins will be lucky to get to 25 or

30% a SAS

model is an 80 to 90% gross margin

business so that's where the big

surprise is going to be in Tesla it's

not a low margin company it's going to

be a software company

effectively yeah so all the a percentage

of the people that own Teslas will sign

up to this Tesla software that will

allow them to offer their car out for

people to to rent yes and and uh many

Teslas are already equipped with the

software that will be upgraded over time

and so yes go to work let your car out

let it do pick up uh and and drop off

people earn money while you're at work

and then it'll be there for you when you

come out of work yeah I mean that sounds

good to

me it is pretty exciting and uh we just

put out uh Big Ideas 2024 which starts

with this idea of

convergence and we think uh what's going

to shock people in the years ahead is

that the

technologies that really they the seeds

for all of them were planted in the 20

years that ended in the teken Telecom

bubble so those were the seeds they've

been germinating ever since and now

they're ready to Blossom they're ready

for prime time and it's not just one or

two seeds which has been the history of

innovation like the transistor and the

internet and so forth it's five five

major platforms involving 14 different

Technologies so uh multiomic sequencing

in the LI life science space robotics

energy storage artificial intelligence

and blockchain technology so each of

them is evolving ready for Prime Time

ready to scale at growth rates that

depending on the technology are anywhere

from 20% to 50% per year uh AI is a big

Catalyst here and that's how we get to

convergence each of these Technologies

leads to exponential growth so sustained

growth at a very strong rate but think

about the convergence of these

Technologies these five major platforms

what you have is all of these s-curves

feeding each other which we think is

going to create super exponential growth

and what that means and what will'll be

so unexpected here is that already

strong growth rates will excel at and we

think create uh massive productivity

gains and opportunities for wealth

creation and where where exactly are the

productivity gains coming from

specifically well uh artificial

intelligence is a huge part of this in

fact it it is catalyzing the other

Technologies and uh accelerate first I

thought it was just a cool little thing

to have around uh later I discovered

that every time Tesla announces

something like this two things happen

the stock quickly runs out and it is

later resold for 10 times more so

basically it's more of a small

investment um anyway uh if you're lucky

enough you might find a spot for

yourself to get yours from the link

below them all um the biggest increase

in productivity is in knowledge workers

uh we think there will be a at least a

four-fold increase probably more during

the next uh six seven years um and

knowledge workers account for 13

trillion dollar in wages and salaries uh

so think about that the productivity one

person can do you know four times more

than he or she was able to do you know a

few years ago we're already seeing this

with coders coders their productivity

already uh at this very early stage is

up anywhere from 50 to 100% Tesla stock

has taken a hit so far this year down

27% there's been a series of issues from

stock analysts downgrades stock

downgrades a dip of shipments in China

and the latest uh an arson attack on

Tesla's plant in Berlin joining us now

is Tim Higgins Wall Street Journal

reporter uh and a CNBC contributor and

Tim it's good to see you it's it's not

like uh it's not like we hear great

things about the entire EV Market every

day either Tim yeah absolutely it's it's

a tough place to be playing but for

Tesla it's all they're playing with

right and the underlying story for Tesla

has been about incredible rapid growth

over the last few years and now Elon and

team are suggesting that's going to be

much slower this year and all of these

signs in the last few weeks and months

uh are really kind of making it even

more worrisome just how slow that growth

is is going to be you know one of the

remarkable things about Tesla is if you

look over the last three years for

example the first quarter has shown

growth that's been better than the

fourth quarter which is really rather un

remarkable if you think about it because

who wants to go buy a new car uh in

Winter and kick the tires right but that

has just kind of underscores how much

growth there's been there and now

there's real concern that maybe this

quarter uh won't be as as good uh as

last quarter and that's that's worrisome

to some people do you think eventually

that that some of the mandates that

we've we've had from from the bid

Administration do they get pushed back

and does that matter to Tesla is Tesla

dependent on on um I mean I know that

certainly subsidies help but uh on the

mandates to get to a certain place by

2030 if that gets pushed back would that

hurt Tesla well the tax breaks that have

been passed certainly help make these

cars more affordable uh for Tesla now

we've seen them expanded so Tesla has

them again uh without doubt that helps

as Elon fights to get every penny of

cost as he can out of those those

vehicles uh but he is arguing in the

past that he's not dependent upon these

sorts of things that his goal at Tesla

is to make a vehicle that is cooler is

is better than a gas car and that that

will be what appeals to people and

drives kind of that eveve transition and

in a lot of ways that has been true for

Tesla it's the other competitors who

really seem to be struggling to make an

offering that can compete with Tesla

people want a Tesla maybe they don't

necessarily want an

EV do um does the general malaise in in

just it's been pretty staggering to

watch how quickly things can change with

with the whole perception of uh of EVS

but the the infrastructure build out

that's that's that's going to happen no

matter what I mean if people sour a

little bit the demand is not there for

EVS they're still going to build the

charging stations right

right we I mean we've seen kind of huge

Investments by the automakers other than

Tesla and they're kind of pulling back

some of the speed of that but we're also

seeing the investment go into Chargers

the charging network uh it perhaps is

one of the most important thing to kind

of kind of pushing forward that adoption

when you talk to Consumers like I do you

hear that concern about hey where am I

going to charge this thing on my road

trip to see Grandma even though for for

most people charging at home is probably

the best uh best route you're not

everybody you know lives at a place

where they can charge so this is kind of

one of the big kind of chicken or egg

look at that it looks like our little

boy got his cyber truck before he learns

how to speak issues that we see out

there um You probably saw Andrew's uh

dealbook interview where I I don't think

Elon really worries about about what

people think of him certainly doesn't

worry about what Bob Iger thinks of him

I don't I remember you probably saw that

so what can you tell me it was a New

York Times

report what can what do you know about

Elon Musk meeting with at Mar Lago with

former president Trump so it'd be a

natural uh partnership and we've seen

the evolution of of Elon Musk since

taking over Twitter since uh you know

kind of this idea that he's kind of

against the idea of the woke mind virus

that idea of being over politically

correct over kind of liberal leaning and

you saw really uh last May or so kind of

his kind of kind of moving more and more

into politics almost trying to be a ring

Master if you will in that kind of road

to the White House whether it was kind

of welcoming the the santis campaign uh

into the the big fight or uh posting

other candidates on his platform um as

we've seen the the field narrow to Trump

uh if you know if you're like Elon Musk

and clearly he's voiced opposition to

Biden uh Trump would be the pragmatic

choice at this point and the question

would be you know what can they both get

out of it for each other right they're

both very transactional uh Elon uh has a

lot of business with the government and

Trump um you know could use probably

some allies in that fight on the social

media world where Elon can kind of

amplify with his echoe uh all of these

kind of thoughts and political

messages they both have been known to

tweet first and ask questions later too

I think absolutely absolutely I mean

here are two men who have really

mastered the art of the Tweet right I

mean embracing populism in a way that is

remarkable wacky you know both of them

you know it is weird there may be more

similarities and differences and that

Union thing with you know not inviting

Elon to the I mean the idea that you

don't invite the biggest EV maker the

transformative EV maker to a to an

EV you know some it's ridiculous the if

you look at the history of the stock

market the top 10 at the end of one day

decade typically are not the top 10 at

the end of one or two decades uh and we

know that um there's a lot of uh High

there are a lot of high expectations

baked into the Magnificent 7 now Tesla

is one of them we don't think the

expectations in Tesla are overdone at

all in fact most people are not giving

them any credit for autonomous so that

one aside but AI if you think about what

it will do it is going to disin mediate

uh data

aggregators uh in this way so Google

search for example or

Amazon we go there when we're searching

for products on on both of them but

that's a centralized place and they have

a lot of control uh what if we have our

little uh AI assistant uh go out and we

want a a a new pair of sneakers let's

say uh and we want the we want this

brand but we want the least expensive

pair out there cheapest shipping costs

uh that can be delivered within a day

well an AI assistant can go to all the

websites around the world and find that

pretty quickly and so you don't need to

search which by the way I hate searching

and you don't you don't need to go to

Amazon centralized Network now doesn't

mean these are going to be destroyed

actually we worry more about Google or

alphabet than we do about Amazon um and

investing in stocks became an old Trend

people are making thousands of times

return on their money by basically just

reselling limited edition Tesla models

don't be the only one that's missing the

party get yours from the link below and

the other thing that's going to

disintermediate maybe Amazon and give

more power to some social networks like

meta platforms is social commerce Amazon

is not a social site but Facebook or

meta platforms has Facebook Instagram

and WhatsApp and it can monetize all of

those uh and and probably because uh

meta platforms is doing so much in AI

they're putting out their open source

models they're really helping to power

the

ecosystem um we think they're in a very

good place to uh to be the beneficiary

of the shift towards social

Dom good to see well for the first time

in three years Jeff Bezos is once again

the world's richest person Bezos now has

a net worth of $200 billion just passing

Elon Musk Fortune of

1998 billion musk lost $18 billion

yesterday that's just the one of the

largest wealth losses ever in one day in

dollar terms he's down $31 billion for

the year meanwhile Jeff Bezos well he is

living his best life moving to Miami

spending time on his 400t yacht with his

partner Lauren Sanchez and saving a lot

of taxes he sold $8.5 billion in of

Amazon stock just in February now by

moving to Miami he saved up to $600

million in taxes that he would have paid

if he still lived in Seattle the big

question is what Bezos plans to buy with

all that cash he had a year to sell that

stock under that sale plan and he sold

it all in just a few weeks so he's in a

hurry to do something very big

speculation right now is around his

possible interest in United launch

Alliance that's the rocket launch

company that could add to Blue origin

now despite that massive share sale

Amazon shares up over 18% this year and

Don until we know what he's going to buy

he could park that money in a money

market and earn more than a million

dollar a day just an interest that's how

the rich get richer in this case here

Robert let's take us through the dynamic

we understand what's kind of happening

with Tesla and and and how it affects

Elon Musk and and Amazon stock how it

affects Jeff Bezos can you take us

through some of the the movement that we

are seeing in the the world's richest

ranks uh it at one point you know the

Aros were were were doing pretty well

for themselves up there Warren Buffett

Bill Gates always kind of in that mix as

well how exactly has the market

developed and how does it change the

dynamic in the top ranks of the world's

billionaires yeah Dom it's really kind

of an exciting time because it's it's a

three-way race right now they're kind of

all tied for first place right around

$200 billion so you know uh Jeff Bezos

is at 200 Elon Musk is at 198 Bernard

Arno of lvmh is at

197 so with all of these stocks sort of

playing a dayby day narrative we could

see them change a couple times a week

and we haven't seen that for quite a

while you know three years ago when musk

took over from Bezos we had a brief

period where Bernard Arno was number one

but that didn't last very long but right

now you've got luxury EVs and online

retail as well as web services Amazon

all kind of Vine to be the dominant

force in driving this wealth and so as

much as we hear about AI uh it's really

exciting to see these top three and and

where it's going to shake out we can't

forget about space exploration as part

of that mix as well Robert Frank thank

you very much we'll talk to you later on

now Elon says it's possible that he

could launch that that Fleet this year

uh we think it's it's more like last

year uh but the robo taxi Fleet is is

really going to be or the robo taxi

service is going to be um a shocking

story Tesla recently uh introduced a

small replica of the Cyber truck priced

at over

$200 and the products swiftly sold out

on their official website within seconds

and began circulating in the aftermarket

at a markup of a few hundred however

it's crucial to note that this replica

uh serves purely as a decorative item

now Envision the value of a fully

functional model that allows you to

drive it reaching speeds of up to 12

miles an hour uh beside the fact that

this item would resell for thousands in

the future the anticipation is that this

particular model being both a

collectible and functional will likely

experien an even quicker depletion of

stock secure Yours by clicking on the

link

below uh from a margin point of view

more like a SAS business uh and so we

think it that that it's very smart to

maximize units uh because they have so

much option value now yeah I mean but

but we've been hearing about the robo

taxi Fleet for some time there's a lot

of regulatory barriers to all of that

and certainly technological barriers uh

involved too so how soon can we actually

see that realized and given the fact

that you tweeted earlier today that

you've got a a new valuation assessment

of Tesla coming out how does that how

does that fit into your price target for

the stock going

forward uh well uh the price target for

our stock and I think it's just hitting

now uh for 2027 because we do have a

five-year uh investment time Horizon is

uh our expected value is roughly uh

$2,000 and that's within a range of ,400

to

$2500 our bear and uh and bull case now

just Morgan on the regulatory side I

actually think regulations are working

in Tesla's favor uh for I think roughly

three decades the number of Auto

fatalities in the United States fell uh

fell to the low 30,000 uh range per year

and they've turned around in the last

five years and moved up to

45,000 plus uh and I think the pressure

is on the NA national highway and

Transportation safety Association to

change something uh so it is looking

carefully at Tesla's data and in and

during investor day Tesla released some

data that we don't think many people

paid enough attention to uh the most

important one is that W with full

self-driving a Tesla vehicle uh uh gets

into an accident every uh

3.2 million miles and that compares to

one every 500,000 miles uh for the

average car on the road okay so Kathy

hold on good afternoon it's John Ford I

just want to clarify did you say a

$2,000 per share price Target Tesla

right now is under 200 a share so even

if you were to 10x that that would be an

over5 trillion market cap is that what

you're saying that is what we're saying

uh we think that the robo taxi

opportunity

globally uh will um deliver 8 to10

trillion in Revenue by 2030

and uh is one of the most important

investment opportunities of our

lifetimes okay and and I think one of

the reasons for that is it is going to

save lives uh 80 to 90% of Auto

fatalities and auto accidents are caused

by human error and uh Auto autonomous

driving is going to take away uh the

human error We Believe originally priced

at $100

it's now yours for less than 28 bucks

meticulously designed just like the

cybertruck and it's fully functional

this isn't a toy or Decor it's a precise

replica with every detail plus it comes

with a mini cyber quad for Endless

adventures and also you can add a cyber

trailer with it don't miss out with just

50 available time is running out secure

your mini cybertruck model today and set

your collection apart from the rest only

items purchased from the official

website can be resold later at a premium

due to their unique Authentication

numbers