FYI - For Your Innovation Tasha Talks Tesla | The Brainstorm EP 45
May 1, 2024
Tasha Keeney from ARK discusses Tesla's latest earnings call, including autonomous technology and the future of robotaxis. The podcast delves into challenges with full autonomy, Waymo's market position, and scalability of robo taxis. Insightful discussions on Tesla's progress and the competitive landscape in the autonomous vehicle industry.
AI Snips
Chapters
Transcript
Episode notes
Robotaxi Valuation
- Robotaxis are a significant part of Tesla's future valuation, potentially contributing two-thirds of its enterprise value by 2027.
- This is due to recurring revenue streams and higher margins compared to vehicle sales.
FSD in China
- Tesla may have received approval for Full Self-Driving (FSD) in China, a significant development given China's data protection policies.
- This suggests China recognizes Tesla's autonomous technology and the importance of autonomous vehicles in its automotive market.
FSD Licensing
- Tesla might lease its FSD technology to other automakers, similar to its adoption of the North American charging standard.
- This could be a major shift for traditional automakers, acknowledging Tesla's technological lead in autonomy.