Eric Markowitz: Tesla, Inc. $TSLA Deep Dive w/ Worm Capital

Hey guys! This week we have Eric Markowitz from Worm Capital. This episode is all things Tesla! Eric shares with us Worm Capital’s research on Tesla such as Tesla’s Autonomous Driving Advantage, Tesla’s Gigafactories, Tesla’s Customer Value Proposition, why being DTC is an advantage, and some of Tesla’s potential ancillary services such as insurance, gaming and maybe becoming an advertising channel.

• [0:00] Worm Capital
• [4:00] What is like holding Tesla with outside money?
• [8:00] What does it really mean to invest for the long term?
• [14:00] Changing your mind
• [20:00] The Tesla Bull Case
• [29:00] Tesla’s Customer Value Proposition
• [36:00] Tesla Autonomous Driving Advantage[45:00] Tesla Gaming
  [51:00] Tesla’s Gigafactories
• [1:02:00] Tesla is DTC
• [1:07:00] Tesla’s Ancillary Services
• [1:10:00] Tesla becoming an Advertising Channel
• [1:17:00] Tesla’s Revenue Growth
• [1:20:00] More from Eric and closing questions.

If you like what you heard, go follow Eric on Twitter here! Also, check out Worm Capital's website here. 

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