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Asit Sharma and Deidre Woollard discuss Tesla's next-gen vehicles and the potential of their energy business. Tom King and Mary Long analyze Constellation Software's acquisitions and unique moat.
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Quick takeaways
- Tesla's investments in production capacity and supercomputing capabilities position it well for future growth despite competition from Chinese electric vehicle manufacturers.
- ServiceNow's focus on AI and modular solutions, like Now Assist, appeals to CEOs seeking ROI from AI investments, positioning the company for future growth opportunities.
Deep dives
Tesla's Two Growth Phases and Chinese Competition
Tesla is currently in between two growth phases, with significant spending on building factories, R&D, and capital expenditures. Despite margin compression, Tesla generated $4 billion in free cash flow in the last four quarters. The company faces competition from Chinese electric vehicle (EV) manufacturers who have developed low-cost vehicles and established a barrier to entry. While the Chinese EV wave is a competitive threat, Tesla's investments in production capacity and supercomputing capabilities position it well for the future.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode