AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
The Car Market Is Crashing | Paul Hodges
Forward Guidance
The Biggest Problem in China?
I agree with you about the fundamental character of Elon Musk. I think that he is a brilliant marketer and he gets people to believe in a vision. So yeah, no Tesla lover over here. But what do you think about? So you said they no longer have first move or advantage because people are coming for them GM. Do you forecast that too? Well, if you look at what's happening in China, the Chinese market is over supplied. We noted the report is probably 20 million excess capacity of about 20 million cars. And Tesla, commercially, I don't have a personal view on this or Ven data or anything like that. I simply look at the market opportunity. If I
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode