Tesla’s MASSIVE opportunity from now UNTIL 2030 w/ Pierre Ferragu (Ep. 491)

Dave Lee on Investing - A podcast by Dave Lee on Investing

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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 Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me. 💁🏻‍♂️ 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. Open an brokerage account at Interactive Brokers: https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338 Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise

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