FYI - For Your Innovation cover image

ARK's Tesla Valuation | The Brainstorm EP 51

FYI - For Your Innovation

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app