

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Tesla's Valuation and Robo-Taxi Anticipation
01:53 • 17min
Discussion on -8 announcement and implementation challenges in direct-to-consumer services
19:01 • 2min
Impact of Ride-Hailing Services and Car Ownership Trends
20:42 • 4min
Exploring the Potential Impact of Optimus on Tesla's Operations and Revenue
24:35 • 2min