The next 90 days are crucial for Tesla, with events like the shareholder vote, robo taxi reveal, and potential impact on the company's future trajectory
Questions to inspire discussion
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Why are the next 90 days crucial for Tesla?
—The next 90 days are crucial for Tesla due to upcoming events such as earnings, investor day, and the RO cyber cab event, which will have a significant impact on the company's future trajectory.
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What is the most imperative thing for Tesla's future?
—The shareholder vote on August 13th is the most imperative thing for Tesla's future, with potential impact on the company and stock, regardless of the outcome.
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What will determine the future trajectory of Tesla?
—The success of the upcoming Cyber cab event and the development of the Robo taxi technology will determine the future trajectory of Tesla, regardless of Elon Musk's potential departure from the company.
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What is more important than stock moves for Tesla?
—Execution is more important than stock moves for Tesla, and fundamentals will overcome negative sentiment, leading to a new direction for the company in the next 90 days.
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What could potentially change the future of Tesla?
—Elon Musk's reinstatement of his compensation package could potentially change the future of Tesla.
Key Insights
Impact of Robo Taxi Launch on Tesla's Future
- 📈 The robot taxi event is critical and it's the big one that's going to change the trajectory of this company.
- 🌍 There's going to be a lot of new direction and something crazy is predicted for Tesla in the next 90 days.
- 📈 The next 90 days could change Tesla forever, with potential leaks of groundbreaking developments that people wouldn't dare believe are real.
- 🔥 The temperature is rising and we're starting to get more and more concerned about it, it's a big deal.
- 🛑 The unknown factors and Elon Musk's unique leadership style are crucial in shaping the future of Tesla, making it difficult to anticipate the company's trajectory.
- 📅 The upcoming announcement of the robo taxi launch is a milestone moment that will change the company forever.
- 🤖 Tesla's leap in technology makes it a proof that Tesla's an AI company, with neural nets making money in the real world.
- 🚗 The potential impact of autonomous vehicles on daily life and the way we interact with transportation.
- 💰 The price of autonomous cars may skyrocket, making ownership inaccessible to many and leading to a new model of usage.
- 🚕 The introduction of Robo taxi is equivalent to when the first combustion car came out, marking a significant shift in technology and transportation.
Potential Shift in Tesla's Business Model
- 📈 Revenue and margins on robotaxi subscription could shift the perception of Tesla from a hardware company to a software subscription company, similar to Apple's transformation.
#Tesla
XMentions: @FutureAzA @NickGibbsIAG @FutureAza
Clips
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00:00 🚗 The next 90 days are crucial for Tesla, with events like the shareholder vote, robo taxi reveal, and potential impact on the company's future trajectory.
- The next 90 days are crucial for Tesla, with upcoming events such as earnings, investor day, and the RO cyber cab event, and the investor vote being the most important.
- The shareholder vote on August 13th is the most imperative thing for Tesla's future, with potential impact on the company and stock, regardless of the outcome.
- The success of the upcoming Cyber cab event and the development of the Robo taxi technology will determine the future trajectory of Tesla, regardless of Elon Musk's potential departure from the company.
- Execution is more important than stock moves, fundamentals will overcome negative sentiment, and there will be a new direction for Tesla in the next 90 days.
- The next 90 days will be crucial for Tesla with events such as the annual shareholder meeting, production delivery report, earnings report, robo taxi reveal, and interest rate discussions.
- Elon Musk's reinstatement of his compensation package could potentially change the future of Tesla.
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07:57 🚗 SpaceX pulling away from Tesla could have negative consequences, upcoming events on June 13th will determine the next 90 days for the company, shareholders are voting against proposals, Elon Musk will come out stronger regardless of legal challenges, and upcoming events for Tesla will have a significant impact on the company and the economy.
- The speaker expresses concern about the risk of losing keyman RK at Tesla and compares it to the betrayal of William Wallace in the movie Braveheart.
- SpaceX pulling away from Tesla could have negative consequences for Tesla, and the events on June 13th will determine the next 90 days for the company.
- Shareholders are voting against proposals they originally supported, possibly due to political influence, and it seems they are no longer willing to pay for something they have already received.
- Elon Musk will come out stronger regardless of the legal challenges, and making him suffer will not benefit other big companies in the industry.
- The speaker believes that the Delaware judge has a bias against Elon Musk and that there may be a conspiracy against him, and calls for investigation into the matter.
- The upcoming events for Tesla, including the shareholder meeting and robot taxi release, will have a significant impact on the company and the economy, and politics should not overshadow the technological advancements.
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15:44 🚀 The next 90 days are crucial for Tesla, with high stakes events like the annual shareholder meeting and the potential impact of Elon Musk's potential departure on the company's future and ability to attract top talent.
- The next 90 days are crucial for Tesla, with high stakes events like the annual shareholder meeting and the potential impact of negative events on the company's future.
- Elon Musk is unlikely to leave Tesla, and despite potential unfairness in the voting process, the compensation plan is likely to pass.
- Elon Musk's potential departure from Tesla could lead to significant financial consequences, but the company's future and the value of investments are still promising.
- Elon Musk's absence from Tesla could lead to the departure of top talent and hinder the company's ability to scale and innovate.
- Elon Musk's potential departure from Tesla could impact the company's future and its ability to attract top talent.
- Elon Musk's absence could lead to complaints, but countering fear and worst-case scenarios is difficult.
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24:30 🚗 Tesla's future hinges on the next 90 days, with potential changes in leadership, the robot taxi reveal, and the company's advancements in AI.
- Elon Musk's potential departure from Tesla could lead to significant changes in the company, but it is not certain that all progress and initiatives would come to a halt.
- The next 90 days could be crucial for Tesla, with the potential for key employees to leave and the upcoming robot taxi reveal.
- Elon Musk's bold decisions and vision for Tesla's future, including the Cybertruck design and FSD2, are crucial for the company's success and cannot be replicated without him.
- Tesla may not be able to roll out robotaxi by themselves and will likely need partners like Uber, Lyft, or car rental companies to manage the fleet, and Uber and Lyft are struggling to be profitable.
- Elon Musk is making bold announcements about Tesla becoming a robotics AI company and revealing a robotaxi design, marking a crucial moment in the company's history.
- Tesla's advancements in AI neural nets are a big deal and proof that the company is making money in the real world.
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34:22 🚗 The potential impact of autonomous vehicles on Tesla and the car industry could change car ownership and pricing in the next 90 days.
- The speaker adjusted their microphone levels and positioning for better sound quality during the conversation.
- The speaker discusses the potential impact of autonomous vehicles on the future of Tesla.
- Owning a car provides the convenience of personal space and cleanliness, as well as the ability to store and transport items, which can be more cost-effective than renting a vehicle for certain purposes.
- The introduction of autonomous cars could change the car industry, leading to potential changes in car ownership and pricing.
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38:20 🚗 Tesla's upcoming announcement about Robo taxi could transform the company into an autonomous AI robotics company, potentially leading to the largest asset increase in history and changing the business model globally.
- Car ownership will become like owning a jet, with Tesla potentially having the advantage of being the first to market with a robo taxi, but competition on price will eventually arise and the enjoyment of driving cars may not go away within 20 years.
- Tesla could potentially burn through more than 20 billion building and keeping new machines, but the value of their cars will increase significantly, leading to the largest asset increase in history.
- Tesla's upcoming announcement about Robo taxi is a critical event that could change the company forever.
- Elon Musk's focus on robotaxi technology will transform Tesla into an autonomous AI robotics company, potentially changing the company's structure and stock performance.
- Tesla's success will finally be recognized by Wall Street and investors once they see actual revenue and business models in the next 90 days.
- Tesla's business model change could have a global impact, with governments now supporting and chasing the company to be the first to implement it.
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44:25 🚗 Tesla's next 90 days could bring increased revenue, new models, and potential stock value growth, with upcoming events like product reveals, shareholder meetings, and earnings calls having a significant impact on the company's future.
- The next 90 days could change Tesla forever as they potentially see a significant increase in recurring revenue and the introduction of new vehicle models, leading to a potential increase in stock value.
- Investors are excited about the upcoming Tesla product reveal, but history shows that stock prices rarely increase on these days.
- The outcome of the annual shareholder meeting and the robo taxi reveal will have a significant impact on Tesla's future, with the possibility of a positive outcome if Elon Musk reaffirms his commitment to the company.
- The upcoming earnings call on July 24th and potential events in the next 90 days could have a significant impact on Tesla's future, with uncertainty surrounding Elon Musk's participation in the call.
- Elon and Tesla need to make a strong case for the move to Texas in order to pass the next comp plan, as getting enough people to vote is crucial for its success.
- The next 90 days could be the most consequential for Tesla, as they were close to bankruptcy multiple times but now have a profitable business and a visionary leader.
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57:34 🚗 Investors are confident in Tesla's roadmap and anticipate a stock jump with the switch to robotaxi, but have concerns about the future and Elon Musk's Compensation Plan.
- Investors are confident in Tesla's roadmap and would continue to stay invested in the company even if Elon Musk were to leave.
- Investors are anticipating a significant stock jump due to the switch to robotaxi, but there are concerns about the future of Tesla and Elon Musk's Compensation Plan.
- Institutional bets are smaller now, but together we are stronger and will be fine.
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Duration: 1:1:32
Publication Date: 2024-05-29T19:23:07Z
WatchUrl:https://www.youtube.com/watch?v=kzBg0akIiYo
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