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Daniel Maguire
ARK Research Associate
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Jun 26, 2024 • 27min
ARK's Tesla Valuation | The Brainstorm EP 51
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.
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highlights
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