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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.
24:11
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Quick takeaways
- Tesla's Robotaxi business aims to introduce a ride-hailing app with a mix of company and owner cars, anticipating substantial value growth by 2027.
- Tesla is making strides in autonomous technology, focusing on obtaining full self-driving approval in China and expanding global partnerships for broader autonomous capabilities.
Deep dives
Tesla's Focus on Robotaxi Business Potential
Tesla's recent earnings call marked a significant spotlight on their Robotaxi business. The insight shared during the call revealed Tesla's preview of a ride-hailing app and highlighted the potential mix between cars owned by Tesla and Tesla owners. With projections suggesting that a substantial part of Tesla's value could be attributed to Robotaxis by 2027, the recurring revenue and higher margins expected from this business model are driving excitement and anticipation for future unveilings.
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