How much could Tesla FSD be worth to TSLA? I discuss this with James Douma. This is part 3 of 3.

Part 1 of this interview: https://youtu.be/N9Trq0ziOb4

Part 2 of this interview: https://youtu.be/FSS_OJJ65cY

James Douma on Twitter: https://twitter.com/jamesdouma​

James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Timestamps

00:00 - Introduction

1:38 - In 5-10 years, is there legitimate competition to Tesla's FSD?

5:15 - TAM for FSD and $10 trillion market cap companies

15:00 - Will FSD be commoditized?

24:01 - Importance of safety in new markets

26:55 - Does Waymo and Cruise have a chance?

32:50 - Does competitors undercutting price of FSD post a risk to Tesla?

39:35 - Does ride hailing have a cap?

48:25 - Discrepancy of how much private owners willing to pay for FSD vs fleet operators

55:30 - Tesla's window of opportunity for insane profit

1:04:28 - James' napkin math for valuing Tesla Robotaxi

1:29:50 - Conclusion

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