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17min chapter
ARK's Tesla Valuation | The Brainstorm EP 51
FYI - For Your Innovation
Tesla's Valuation and Robo-Taxi Anticipation
The chapter explores ARK's latest valuation blog for Tesla, focusing on the impact of autonomous driving on Tesla's value and the expectation of a shift towards a recurring revenue stream with the launch of a robotaxi service. It delves into Tesla's advancements in Full Self-Driving (FSD) technology, comparing progress with competitors like Waymo and Baidu while anticipating Tesla's upcoming RoboTaxi announcement. The discussion also delves into the practicality and economics of Tesla's robo-taxi approach, exploring the concept of utilizing Tesla cars for ride-sharing to generate passive income.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode