I talk with Vincent Yu of Tesmanian.com about Tesla in China, TSLA price targets, SpaceX, PLTR, FSD Beta and competition.

Vincent Yu on Twitter: https://twitter.com/vincent13031925

https://www.tesmanian.com

Vincent Yu on YouTube: https://www.youtube.com/channel/UCpTkY-EEjfTcbkFYtsHbRrQ

Timestamps:

00:00 - Introduction

00:29 - Vincent on Twitter

3:00 - Vincent's background before Tesla

14:08 - How did background in the auto parts business help with investing in Tesla?

18:30 - How did Vincent realize disruption is coming to his cellphone business?

21:45 - Where do you see the auto parts business in 5-10 years?

23:19 - Motivation and vision for starting Tesmanian

29:08 - Is Tesmanian too pro-Tesla and pro-Elon?

31:18 - Elon's engagement with Tesmanian

36:38 - How remain optimistic during 2018-2019 Tesla rough patch?

39:30 - Apple and Amazon stock

44:18 - Why are some people able to catch the future?

46:58 - How important was the Model 3?

50:28 - Experience with Model Y

54:30 - Cybertruck impressions

59:35 - Will Tesla have enough 4680 cells?

1:02:40 - Experience with FSD Beta

1:10:24 - Robotaxi rollout timeline

1:11:35 - Why is take rate of FSD so low in China?

1:15:18 - Mind of the Chinese car consumer

1:19:03 - Is demand growing for Model 3 and Model Y in China?

1:22:11 - Why does Tesla China need a separate design center?

1:25:00 - Chinese government favoritism of Xpeng, Nio, Li

1:27:25 - How do Chinese consumers view Xpeng, Nio, Li?

1:29:35 - Which Chinese EV company has best chance against Tesla?

1:36:45 - Does Lucid stand a chance against Tesla?

1:40:28 - Biggest risk for Tesla going forward

1:43:05 - Tesla valuation and volatility

1:51:!5 - PLTR stock

1:54:35 - SpaceX potential

1:56:38 - Leaps vs stock

2:08:55 - How use wealth to make world better

2:11:35 - What will Tesla's next product reveal be?

Social