HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin.

TIMESTAMPS

1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 

4:20 Short Position In Tesla/Short-Squeeze Theory 

6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF 

12:34 What happens when Autonomy/Tesla Network hits 

15:02 Why did Matty Mogul by FSD? 

18:16 Model S/X Refresh 21:52 The Core Efficiency Table 

25:50 ICE is Tesla’s Real Competition 

26:47 Maxwell & Tesla’s Battery Cell Scaling Solution 

31:58 Elon's Electric VTOL jet 

32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt 

36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois 

38:59 Tesla Insurance 

43:44 Valuation of Cruise Automation Vs Tesla

45:02 Media, FUD & TSLAQ 

51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity 

59:54 Closing Comments, Big Picture Summary