Tesla's profits are set to surge, particularly with the development of their next-gen robot taxi, despite skepticism from analysts and short sellers
Questions to inspire discussion
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What is the price of Tesla's FSD subscription?
—Tesla has cut the price of FSD to $99 per month, leading to increased interest from consumers and potentially significant profits for the company.
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What are the concerns about Tesla's future?
—Analysts have lowered price targets for Tesla due to concerns about q1 delivery miss, increased competition in China, an aging product lineup, and the impact of high interest rates on the automotive industry.
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What is the potential for Tesla's profits?
—Tesla's profits are expected to surge, particularly with the development of their next-gen robot taxi, despite skepticism from analysts and short sellers.
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What is the focus of Tesla's upcoming robo taxi?
—Tesla is expected to reveal a robo taxi with cost advantages and unique features, along with a deployment strategy utilizing their existing fleet of 6 million vehicles.
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What is the impact of Tesla's FSD price decrease?
—The decrease in FSD price has led to increased interest from consumers, potentially resulting in significant profits for the company.
Key Insights
- 📈 The price change for Tesla FSD is expected to create a meaningful increase in the number of people subscribing, especially among existing FSD owners and supporters of the company.
- 📈 Tesla's profits are set to surge despite recent challenges and missed delivery targets.
- 🚗 The second scenario could see Tesla highlighting cost advantages and unique features of the robo taxi, along with a deployment strategy for their existing fleet of vehicles.
- 💸 Tesla's profits are estimated to surge, making it an attractive investment opportunity for investors.
- 🚗 Tesla's strategy is to enable its existing fleet to work as robot taxis with software updates, aiming to deploy them as quickly as possible.
- 🏎️ Tesla's focus on autonomous vehicles and new features not only differentiates their vehicles but also adds potential for significant and profitable revenue streams.
- 📈 Tesla's profits are set to surge, despite differing opinions on Wall Street.
- 💰 The price decrease for FSD may lead to an increase in take rates, potentially resulting in free money for Tesla.
#Tesla
XMentions: @Tesla @stevenmarkryan @HabitatsDigital
Clips
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00:00 🚀 Tesla cuts FSD price, subscriptions set to surge; analyst with terrible track record discusses Tesla's future and lowers price target over delivery miss.
- Tesla has cut the price of FSD to $99 per month, and a poll indicates that there will be a significant increase in subscriptions among predominantly Tesla shareholders.
- Shitty bank cuts Tesla stock price target over delivery miss, analyst with no buy ratings or accurate predictions discusses Tesla's future.
- Analyst lowered price target for Tesla due to concerns about q1 delivery miss and early data points indicating challenges ahead for the company.
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02:59 🚗 Tesla's profits set to surge, but potential disappointment for upcoming Robo taxi unveiling, as analyst's neutral price target does not align with significance of autonomy and robotaxi.
- Tesla's success has led to saturation in vehicle sales, increased competition in China, an aging product lineup, and the impact of high interest rates on the automotive industry.
- Tesla's profits are expected to surge, but there is potential disappointment for the upcoming Robo taxi unveiling, and the analyst's neutral price target on Tesla does not align with the significance of autonomy and robotaxi.
- Tesla is expected to reveal a robo taxi with cost advantages and unique features, along with a deployment strategy utilizing their existing fleet of 6 million vehicles.
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06:08 🚗 Tesla's next-gen robot taxi could bring in high profits, with potential for a 5-20% annual return on investment, making it a valuable asset for the company.
- Tesla is set to produce a next-gen robot taxi with a modular manufacturing system, and it is unknown whether they will sell them to customers or keep them for themselves, but either way, the value of the vehicle that can operate autonomously is extremely high.
- An asset that could bring in $50,000 a year in profits would result in a 5% to 20% annual return on investment, which most investors would be happy with.
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08:19 🚗 Tesla plans to sell high-priced vehicles, enable existing fleet as robot taxis, and produce new vehicles quickly for deployment, positioning themselves as a leader in the race for autonomy.
- Tesla plans to sell vehicles at a high price due to market demand, enable existing fleet to work as robot taxis, and produce new vehicles quickly for deployment as dedicated robot taxis.
- Tesla is likely to introduce a two-seater robotaxi model and possibly a higher density 6-12 seater to cover all bases.
- Tesla's focus is on the deployment and strategy of the robo taxi, with potential for a differentiated path to build a network effect in the AV landscape.
- Tesla's focus on autonomous vehicles and the potential for new revenue streams and safety benefits will drive industry adoption of higher degrees of autonomy, with the company positioned as a leader in the race for autonomy.
- Tesla is leading in salable technology, with potential competition from other companies in the autonomy space.
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12:30 🚀 Tesla profits set to surge with urban robo taxi development, while analyst predicts GM will outperform Tesla in autonomy and recommends buying GM and Ford stocks.
- The speaker discusses the potential for Tesla profits to surge and the development of urban robo taxi, as well as the risks and challenges associated with autonomous vehicles.
- Analyst predicts GM will outperform Tesla in autonomy, despite never recommending Tesla stock, and likely has buy ratings on GM.
- Analyst predicts GM stock to double, while also recommending to buy Ford despite their production and pricing issues.
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15:40 🚀 Tesla profits set to surge as analyst criticizes GM and questions credibility of recommendations, while FSD price decrease leads to increased consumer interest.
- GM's ratings have been consistently positive since 2019, while Tesla's profits are expected to surge.
- Tesla analyst predicts surge in profits, criticizes GM and predicts bankruptcy, and questions the credibility of the analyst's recommendations.
- Tesla profits are expected to increase, and the speaker criticizes an analyst for not covering Nicola and giving buy ratings on Lucid and GM.
- Tesla's FSD price decrease has led to increased interest from consumers, potentially resulting in significant profits for the company.
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19:40 🚀 Tesla profits set to surge despite skeptics, while AG1 supplement provides increased energy and productivity, helping with mental acuity, stamina, and weight loss.
- The speaker recommends a nutritional supplement that has provided them with increased energy and recommends it to others.
- Tesla profits are expected to increase, and there are skeptics who doubt Elon Musk, but providing the body with everything it needs can lead to increased energy and productivity.
- Feedback on ag1 supplement helping with mental acuity, stamina, digestion, reducing sugar cravings, and weight loss, with emphasis on the importance of motivation for a healthier diet.
- Increased energy and productivity after using AG1 supplement, with afternoon fatigue disappearing and a substantial increase in exercise and work output.
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23:21 📈 Tesla profits are set to surge, despite negative comments from short sellers, and the speaker encourages trying their product with a money-back guarantee.
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Duration: 0:24:28
Publication Date: 2024-04-14T08:41:45Z
WatchUrl: https://www.youtube.com/watch?v=fcyr6gy8WXU
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