I'm joined by James Stevenson, Tesla advocate and analyst and fighter of FUD on Twitter as we discuss how to value TSLA, future challenges and what we expect.

James Stevenson on Twitter: https://twitter.com/ICannot_Enough

Timestamps

00:00 - Introduction

00:45 - ICannot_Enough

1:30 - What motivates you to advocate for Tesla?

2:50 - Biggest Tesla FUD

7:00 - Any times of doubting Tesla?

9:10 - How did you first get introduced to Tesla?

14:23 - Price to Sales retio

16:58 - What % of portfolio in Tesla?

18:08 - How were you able to parse through the noise?

21:55 - Operating leverage

31:37 - How Elon manages innovation

35:35 - Ark's $3000 price target

37:40 - Tesla's future valuation and FSD

43:40 - Forecast assumptions for Robotaxi

47:10 - FSD costs and subscriptions

58:32 - Model 2

1:03:44 - Tesla energy

1:07:22 - Competition

1:15:09 - China market

1:19:18 - Risk factors

1:23:07 - Conclusion

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