Tesla’s Full Self-Driving technology is valued more than its car business by RBC Capital, as it is seen as a potential source of new revenue and could revolutionize the labor industry
Questions to inspire discussion
-
Why does Tesla want to shift focus away from car deliveries?
—Tesla sees more value in their Full Self-Driving technology and believes that the car business is becoming a competitive race to the bottom.
-
How has Tesla's Full Self-Driving technology improved recently?
—Tesla's Full Self-Driving technology has improved significantly over the past few weeks, with multiple updates making the car drive more aggressively and like a person.
-
What is the potential value of Tesla's Full Self-Driving technology?
—RBC Capital sees Tesla's Full Self-Driving technology as a potential source of new revenue and believes it could revolutionize the labor industry.
-
Why is Tesla's Full Self-Driving technology seen as more valuable than its car business?
—The belief is that Tesla's Full Self-Driving technology has improved to the point where it is now more valuable than the car business itself.
-
What is the main focus of Tesla's business strategy?
—Tesla wants to shift focus away from car deliveries and instead sees more value in their Full Self-Driving technology.
Key Insights
- 📈 RBC Capital values Tesla's progress in autonomy more than the company's actual car business.
- 🚗 Tesla's progress in autonomy is valued above the car business, with the potential to increase model deliveries and bring in new sources of revenue.
- 📈 Tesla sees an opportunity to move out of the blood bath of car manufacturing and focus on something more valuable.
- 🌐 The investment bank believes that Tesla's full self-driving technology is more valuable than its car business, indicating a shift in focus for the company's future growth.
- 🧠 The potential for robots to share and upload data means that every single robot in the workforce could be capable of doing every task on the factory floor, surpassing human capabilities.
- 🌏 The Chinese government plans to take over as much of the global labor market as possible with an army of robots.
- 🧠 The complexity of Neuralink and its ability to connect human brains to computers is seen as more advanced than having a robot perform tasks, indicating the potential for Tesla's success in this area.
#Tesla #ElectricViking #Investment
Clips
-
00:00 🚗 Tesla's FSD is valued more than its car business by RBC Capital, despite lower than expected deliveries in the first quarter of 2024.
-
00:59 💰 Tesla's full self-driving is more valuable than its car business, with RBC Capital believing it could bring in new sources of revenue and increase model deliveries.
-
01:53 🚗 Tesla shifts focus from car deliveries to Full Self-Driving technology, which is now seen as more valuable than the car business itself.
- Tesla wants to shift focus away from car deliveries because it's becoming a competitive race to the bottom, and instead sees more value in their Full Self-Driving technology.
- Tesla's Full Self-Driving technology has improved significantly over the past few weeks, with multiple updates making the car drive more aggressively and like a person, leading to the belief that it is now more valuable than the car business itself.
-
03:18 💰 Tesla's full self-driving technology is more valuable than its car business due to the potential time savings and safety improvements.
-
04:19 💡 Tesla's focus on robotics and the potential for massive data storage in robots makes their Full Self-Driving technology more valuable than their car business, especially in the larger labor industry.
-
05:25 🤖 Tesla's Full Self-Driving is more valuable than its car business due to the ease of replacing humans with robots and China's plan to dominate the global labor market with robots.
-
06:14 🚗 Tesla's full self-driving technology is more valuable than its car business and can be employed in robotics as well.
- 07:23 📉 Tesla's q1 2024 deliveries declined due to various factors, but the Investment Bank sees it as an opportunity to buy Tesla stock with a 70% chance of success.
-------------------------------------
Duration: 08:19
Publication Date: 2024-04-04T08:49:43Z
WatchUrl: https://www.youtube.com/watch?v=IupDr44R4fc
-------------------------------------