Dan Ives, an analyst from Wedbush, passionately argues that Tesla is the most undervalued AI stock, despite its recent market struggles. He emphasizes Tesla's potential in the AI sector amid wider tech downturns. In contrast, Jon Mitchell, a former Tesla president, critiques the company's current situation, suggesting that its challenges may benefit competitors. They dive into Tesla's innovative robo taxi plans, financial issues, and the evolving EV landscape, illustrating a tense but fascinating rivalry among automotive giants.
