Deep dive on what is priced in to Tesla's current ~$850B fully-diluted valuation, featuring special guest Mayur Thacker. Starting with Tesla's financials today ($48B revenue & $5.2B EBIT run-rate) and going through the ROIC numbers compared to other automakers and big tech. We try and determine how much robotaxi business or revenue is priced into Tesla stock. Let us know what you think in the comments below! Was Elon right? Is the market giving Tesla a lot of credit for Robotaxi's already?

Does Tesla's Valuation Make Sense? 

new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups &amp; sometimes other random stuff :)

Technology

Tech News

Podcasting

Gadgets

Software How-To

Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive while listening to BG2 podcast I had so many schemes about the Tesla ridesharing app combined with the Cybercab launch and how stoked I am

Renting a Tesla instead of taking the bus

Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumbled across the BG2 podcast, Episode 4 about Tesla's FSD v12, which does an INSANELY good job breaking down the incredible progress in Tesla's underlying tech, and how this is Tesla's 'ChatGPT' moment with real world AI. The BG2 podcast is hosted by Bill Gurley and Brad Gerstner. I highly recommend checking it out!!

Tesla FSD V12 is a “ChatGPT Moment”

Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B+ GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the earnings call when he said the new cheaper vehicle would be ready for production as soon as late 2024 or early 2025. What are your thoughts on the quarter!? I was so stoked I bought $2,000 worth of Tesla stock today!! Also a little bit of a sad call at the end with head of IR Martin Viecha leaving the company.

Tesla Q1 2024 Earnings CRUSH! Cybercab coming soon 

Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol.

Unedited Bullish Tesla Rant. Elon goin "balls to the wall"

Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! 


Gali X:   / gfilche  
Aidan X:   / mrgoldbro  0:00 Intro
0:07 Reddit Hot IPO
0:52 Reddit User Metrics
1:40 Reddit Business & Financial Analysis
4:43 Estimates for Tesla Q1 Deliveries Declining 
7:26 FSD Free Trials & New Customer Test Drives
8:48 Starlink Approaches 6K Satellites in Orbit
11:41 MicroStrategy Owns 1% of BTC
13:30 RobinHood Gold Product Launch
14:31 Meta Offers First Dividend 
15:21 Cargo Ship Hits Baltimore Bridge - can we fix it?
16:25 $6B US Gov Funding for Decarbonizing Heavy Industry 
17:08 Boom Supersonic Completes First Flight
17:44 Startup of the Week - Picogrid 
18:21 AI Image of the Week
19:02 Outro 

Does Tesla's Valuation Make Sense?

Download our free app to listen on your phone