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Tesla bull/bear thesis with Anton Wahlman and James Foord

Investing Experts

CHAPTER

The Advantages of Tesla's Open Network

I think there's a clear product differentiation to an extent of, you know, I've compared kind of Tesla before to the apples, right? So an apple isn't perceived as a lot of the other smartphones and I don't think that Tesla is either. And in fact, the argument there, which was made by Elon Musk a while ago was that they could even sell cars at a loss. The idea is that once the driverless technology is enabled and they can monetize that in a certain way whether it's by using it as a services or also in kind of a subscription that would also greatly benefit the company,.

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