Tesla's robotaxi program has the potential to significantly increase the company's stock price and revolutionize the transportation industry
Key Insights
- 🚗 Tasha Keeney predicts a recurring $100,000 of revenue for each Tesla robotaxi, challenging the belief that regulation will never happen.
- 💰 Tasha Keeney believes that Tesla's robotaxi model could have more attractive margins, potentially earning double-digit thousands in operating profit per car per year.
- 🚕 Tasha Keeney believes that the introduction of Robo taxi could potentially lead to a significant increase in Tesla's stock price, prompting a review of their price target to $2,000.
- 🌍 Tesla could potentially be a winner across multiple markets including Europe, China, and the United States, due to their technological advantage.
- 📈 Tesla is making progress towards full autonomy, with videos showing nearly full drives and owners not touching the wheel at all.
- 🚗 Florida's deployment of autonomous vehicles will prompt other states to compete to not be left behind, similar to the situation in China.
- 🤖 ARK analyst believes that two-thirds of Tesla's enterprise value can be attributed to robot taxis, indicating the potential for significant recurring revenues and higher margins.
- 💰 There are multiple potential revenue streams from FSD, including the value of selling FSD, autonomy, and licensing, all of which are expected to contribute to the increase in share price.
#Tesla
XMentions: @herbertong @Tasha_ARK @HabitatsDigital
Clips
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00:00 🚗 Tasha Keeney discusses ARK Invest's research on Tesla's robotaxi program, including revenue estimates and the first potential location for launch.
- Tasha Keeney discusses ARK Invest's research on Tesla's robotaxi program, including revenue estimates and the first potential location for launch.
- Tasha discusses the potential for Tesla's Model 3 to generate recurring revenue as a robo taxi charging $1 per mile with a much higher utilization rate than Uber.
- Tesla's model for autonomous cars could potentially generate double-digit thousands in operating profit per car per year, with the potential for even higher earnings due to the absence of a driver.
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03:27 🚗 ARK's research on Tesla's robotaxi technology has been accurate and it looks like it might be happening soon, with potential stock price increase.
- ARK's research on Tesla's robotaxi technology has been remarkably accurate and it looks like it might actually be happening soon.
- Tesla's accuracy in cost reduction and stock price predictions has been impressive, with their research indicating a potential increase in stock price due to the introduction of Robo taxi.
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06:31 🚗 Tesla's robotaxi has potential in multiple markets due to advanced technology and overcoming regulatory hurdles.
- Tesla's robotaxi could be a winner in multiple markets, including Europe, China, and the United States, due to their advanced technology and potential acceptance by the Chinese government.
- Regulatory hurdles for autonomous vehicles are being overcome as many states, cities, and countries are already authorizing and welcoming them.
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08:40 🚗 Tesla may launch its first robotaxi service in California, as the state has regulatory approval for autonomous vehicles, and other states and countries are likely to follow suit.
- Tesla's biggest hurdle is solving full autonomy, and they are seeing positive signs with the current versions of FSD.
- Tesla could potentially launch its first robotaxi service in California, as the state already has regulatory approval processes in place for autonomous vehicles, and about half of the states in the US have regulations that are friendly to autonomy.
- Most states in the US allow the launch and operation of autonomous vehicles, with 10 states actively welcoming it, and Tesla is starting with these states for their robotaxi launch.
- Florida and China are leading the way in autonomous vehicle laws, with other states and countries likely to follow suit.
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12:09 🚗 Tesla's autonomous vehicles will spark political battles as states and cities compete to be the first to allow robotaxis, with the main challenge being to ensure they are safer than human drivers.
- Tesla's leadership in autonomous vehicles will lead to political battles and jurisdictional disputes, similar to what happened with Uber, as states and cities race to be the first to allow robotaxis.
- Autonomous cars will likely be rolling out within the year, with the main challenge being to ensure they are safer than human drivers.
- Regulators are gathering data to show that Tesla's autopilot is safer than human driving, and FSD performs better in California due to better road quality and marking.
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15:51 🚗 Tesla may have approval for full self-driving in China, reflecting their lead in autonomy and competitive advantage over other car manufacturers.
- Tesla may have received approval for full self-driving in China, which is a big deal due to China's protective nature of their video and mapping data.
- China allowing Tesla to operate robotaxis in the country is a big debate, with some arguing that China already has its own automakers capable of providing robot taxi services.
- Tesla is in the lead for autonomy and the deal with China reflects that.
- Tesla's decision to equip all their cars with cameras and hardware for AI-driven autonomous driving gives them a competitive advantage over other car manufacturers.
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19:48 🚗 Tesla's price target is $2,000 per share, with two-thirds attributed to robot taxis, and the market recognizes the value of FSD, predicting the share price to reflect robot taxi in the next 3 years.
- ARK analyst Tasha Keeney discusses Tesla's price target of $2,000 per share, with two-thirds of the value attributed to robot taxis, and predicts the share price to reflect robot taxi in the next 3 years.
- The market has recognized the value of FSD and as it improves, the premium on the value of the car company and the Energy company will increase, with multiple potential revenue streams from FSD.
- The speaker discusses the probability of Tesla reaching $2,000 per share by 2027 using the Monte Carlo method.
- The speaker discusses the distribution of values in the spreadsheet for the Tesla robotaxi and how people don't understand how it works.
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24:47 🚗 Tesla's potential robotaxi launch and uncertainty, expected share price dip after event, outstanding shareholder call, comprehensive website for investors.
- The speaker discusses the potential launch of Tesla's robotaxi and the uncertainty surrounding its announcement and pilot program.
- Tesla's share price is expected to dip after an event, but the last shareholder call was outstanding and the speaker has created a comprehensive website for Tesla investors.
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Duration: 0:26:59
Publication Date: 2024-05-02T19:40:33Z
WatchUrl:https://www.youtube.com/watch?v=WjbPpJkJY6k
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