I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ.

About ARK's TSLA Price Target: https://ark-invest.com/articles/analyst-research/tesla-price-target-2/

https://github.com/ARKInvest/ARK-Invest-Tesla-Valuation-Model

James Douma on Twitter: https://twitter.com/jamesdouma

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps:

00:00 - Introduction

1:20 - Did Ark's $3000 price target surprise you?

9:00 - Deep dive into Ark's model

42:68 - Monte Carlo model

43:11 - Ride hailing in China

54:00 - Percent of Teslas in Robotaxi network

1:01:38 - Guessing when FSD is available

1:08:16 - How is Ark using Monte Carlo inputs?

1:18:17 - What's the advantage of doing a Monte Carlo model?

1:26:44 - Conclusion

Social