Tesla And TikTok With Tasha | The Brainstorm EP 77
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Feb 5, 2025
Discover the booming world of live streaming commerce and how platforms like TikTok are reshaping retail. Dive into the contrasting views on Tesla's recent earnings, with retail investors fueling optimism while traditional analysts express skepticism. Explore the challenges ahead for Tesla's RoboTaxi launch and the company's ambitious goals in robotics, including the exciting potential of their humanoid robot, Optimus. This conversation unpacks the evolving landscape of AI and autonomous technology, highlighting the opportunities it presents.
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insights INSIGHT
Live Stream Commerce Opportunity
More people use video-centric social platforms than linear TV, presenting an opportunity for brands.
Live stream commerce repackages the concept of QVC for social media, allowing direct product selling.
insights INSIGHT
Live Stream Commerce Market Growth
Live stream commerce is projected to be a $3.7 trillion market by 2030, with China leading and the U.S. growing significantly.
This growth creates massive tailwinds for social media companies like Meta, especially regarding Instagram's potential.
insights INSIGHT
Tesla's AI Opportunity
Tesla's stock appreciated despite missing expectations, driven by excitement surrounding AI opportunities like autonomous driving and robots.
Elon Musk and the executive team are focused on launching Autonomous Ride Hail, with more details expected soon.
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How big of an opportunity is Robotaxi for Tesla? In this episode, Sam Korus and Nicholas Grous are joined by ARK’s Director of Investment Analysis & Institutional Strategies, Tasha Keeney, and Research Associate, Varshika Prasanna, to discuss the burgeoning field of live streaming commerce, its potential to reshape retail, and the significant market opportunities it presents. The discussion transitions to Tesla's recent earnings call, highlighting the divide between traditional financial analysts and retail investors regarding Tesla's future, particularly in autonomous driving and robotics. The episode concludes with insights into the future of AI and robotics, emphasizing the challenges and opportunities that lie ahead for companies like Tesla in scaling their technologies.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
Live streaming commerce is transforming how brands sell products.
The US market for live streaming commerce is projected to grow significantly.
Tesla's approach to scaling its services differs from competitors like Waymo.
The potential for AI in real-world applications is vast but complex.
Investors are excited about AI but cautious about hardware-based implementations.
Tesla plans to launch its Robotaxi service in Austin soon.
Humanoid robots present significant technical challenges for development.
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