I'm joined by New Street Research analyst, Pierre Ferragu, to discuss TSLA valuation, 2022 expectations, gross margins, Robotaxi, autonomous driving, competition, risks and more.

Pierre Ferragu on Twitter: @p_ferragu

Timestamps:

00:00 - Introduction

00:48 - View of volatility in TSLA and the markets

03:26 - How investors underestimate or misunderstand Tesla - $1 Trillion Startup with 1% market share

06:02 - How much can gross margin increase in future?

12:25 - Hyper bull case of FSD impact on gross margins

19:35 - Robotaxi deployment… delusional?

24:30 - Human labor in ridesharing vs autonomous ride hailing, Uber and Lyft vs Tesla

34:35 - Autonomous driving competition - Mobileye, Aurora, Waymo, Cruise

36:03 - When can Tesla become the most valuable company in the world?

37:27 - Thoughts on AAPL

40:17 - Tesla 2022 delivery expectations

43:55 - Conclusion

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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

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