FYI - For Your Innovation
ARK's Tesla Valuation | The Brainstorm EP 51
Jun 26, 2024
ARK's Tesla Valuation model is discussed by Tasha Keeney and Daniel Maguire. They analyze the impact of autonomous driving on Tesla's value and the potential shift towards recurring revenue with a RoboTaxi service. The discussion includes comparisons with competitors, challenges in implementation, and the influence of ride-hailing services on car ownership trends.
26:43
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Quick takeaways
- Tesla's value driven by autonomous driving technology to constitute 90%, transitioning to recurring revenue model.
- FSD advancements key for Tesla's growth, facing model validation bottleneck despite accelerating progress.
Deep dives
Tesla's Transition to a RoboTaxi Service
Tesla is expected to launch a robotaxi service, with autonomous driving predicted to constitute close to 90% of Tesla's value. The shift to a recurring revenue model from vehicle sales is anticipated to boost margins significantly. AI developments and advancements in Full Self-Driving (FSD) technology have influenced Tesla's updated model predictions, enhancing confidence in the company's ability to commercialize robo-taxis.
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