Tesla's AI technology is undervalued and has the potential to revolutionize the car industry, leading to massive growth and potentially doubling the stock in the next 12-18 months
Questions to inspire discussion
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Why is Tesla's AI technology undervalued?
—Tesla's AI technology is undervalued because it has the potential to be worth $1-2 trillion, making it the most undervalued AI play in the market.
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What is the potential growth for Tesla's stock?
—There is potential for Tesla's stock to double in the next 12-18 months due to the massive growth expected from their AI technology.
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How is Tesla leading in AI development?
—Tesla is leading in AI development by executing more AI operations than any other AI application, as evidenced by their interventions per mile and control and decision-making processes involved in driving.
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What impact will Tesla's AI technology have on the car industry?
—Tesla's AI technology will revolutionize the car industry, leading to increased sales and a new age of vehicles with real-time interaction and entertainment.
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What is the significance of Tesla's AI technology?
—Tesla's AI technology is significant and should be considered a major player in the industry, with predictions of a trillion-dollar value and stock doubling by next year.
Key Insights
- 💰 Dan Ives believes that Tesla's AI component alone could be worth 1 to 2 trillion dollars, making it the most undervalued AI play in the market.
- 📈 August 8th will be a historic day for Tesla, with production of robot taxis potentially starting within the next 18 months.
- 🤖 Tesla's AI work is considered a major player in the industry and could be worth one to two trillion dollars alone.
- 🧠 The integration of AI language models in Tesla vehicles could lead to a brain-like system that can think for itself, revolutionizing the driving experience.
- 📈 The market potential and willingness to pay for AI-powered products like Tesla's car raises the question of who else can do it and by when, making it an interesting conversation for investors and tech enthusiasts.
- 📈 The future will bring a differentiated solution from Tesla, solving the latency issue and system engineering all components to work together seamlessly.
- 🔋 The CEO's belief that more clients will switch to electric vehicles shows a growing demand for EVs in the future.
- 🚗 Tesla's autonomous driving technology will revolutionize the car industry, creating a before and after in vehicle sales.
#Tesla
XMentions: @herbertong @DanIvesprivate @HabitatsDigital @TheJeffLutz
Clips
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00:00 💡 Tesla's AI component could be worth $1-2 trillion, making it the most undervalued AI play in the market according to Dan Ives and Jeff Lutz.
- Dan Ives believes that Tesla is undervalued as an AI play and that the AI component alone could be worth $1 to $2 trillion, and Jeff Lutz, a supply chain executive, agrees with his assessment.
- Dan Ives believes that Tesla's AI component could be worth $1-2 trillion, making it the most undervalued AI play in the market.
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02:14 🚀 Tesla's AI technology will lead to massive growth, potentially doubling the stock in 12-18 months, with robot taxis on the road within 18 months, as Tesla is undervalued as an AI play and executes more AI operations than any other application.
- Tesla's AI technology will lead to massive growth, with the potential for the stock to double in the next 12-18 months, and the production of robot taxis on the road within 18 months.
- Tesla is undervalued as an AI play and is executing more AI operations.
- Tesla vehicles execute more AI operations than any other AI application, as evidenced by their interventions per mile and the control and decision-making processes involved in driving.
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05:35 🚀 Tesla's AI leadership and integration in vehicles will revolutionize the industry, with predictions of a trillion-dollar value and stock doubling by next year.
- Tesla is leading in the development of devices that move throughout the world and may be the overall leader in this area.
- AI leadership is not just about the technology, but also about the practical applications and solving real-world problems.
- Tesla's AI work is significant and should be considered a major player in the industry, with predictions of a trillion-dollar value and stock doubling by next year.
- Tesla's AI integration will allow for real-time interaction and entertainment in vehicles, creating a new level of experience.
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09:35 🚀 Tesla's AI technology could revolutionize the market with immediate feedback and minimal latency, potentially allowing for conversations and relationships with the vehicle.
- Tesla's AI technology, powered by a supercomputer and local inference, could revolutionize the market with immediate feedback and minimal latency.
- Tesla's AI technology could revolutionize the way people interact with their cars, potentially allowing for conversations and relationships with the vehicle.
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11:55 🚗 Tesla's vertically integrated engineering and full stack ownership, along with workforce layoffs, will lead to growth and cost efficiency, with AI being a key factor in the company's success.
- The speaker interacts with a car AI system and expresses frustration with its suggestions.
- Tesla's vertically integrated engineering and full stack ownership will eliminate latency and reduce costs, leading to a differentiated solution on many levels.
- Tesla's workforce has shrunk by 14% due to layoffs, but it will ultimately lead to growth and cost efficiency, with AI being a key factor in the company's success.
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15:07 🚀 Tesla's AI technology will drive growth and demand, while consumer adoption and rejection rates for Tesla purchases are impacting the EV industry.
- Tesla's AI technology will lead to growth and demand, while Ferrari's move into the EV space signals a shift in the industry.
- Consumers are driving the market towards AI adoption, similar to the transition from regular phones to smartphones, with periods of adoption stalls due to various factors such as macroeconomic conditions and technology transitions.
- One in six loans in the US are being rejected, leading to a high rejection rate for Tesla purchases, as other auto companies are also ramping up their EV efforts.
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18:12 🚀 Tesla's advancements in battery technology and autonomous driving will revolutionize the car industry, leading to increased sales and a new age of vehicles.
- Companies, including Chinese ones, are struggling to execute profitable scale, with many still relying on gas-powered business and having unclear balance sheets.
- Tesla's advancements in battery technology and autonomous driving will revolutionize the car industry, leading to increased sales and a new age of vehicles.
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20:24 🚀 The value of the vehicle increases significantly and rapidly, follow Jeff Lutz for more information.
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Duration: 0:20:58
Publication Date: 2024-06-25T17:33:08Z
WatchUrl:https://www.youtube.com/watch?v=r33MB8XDo8E
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