The Great Tesla Robotaxi Debate

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They Are Here: https://farzad.fm Substack: https://substack.com/@farzadmedia Get $100 off Matic Robots: https://maticrobots.refr.cc/active-customers/u/farzadm?s=sp&t=cp FREE One Year Supply of Vitamin d3+k2 and 5 AG1 Travel Packs ➡ https://drinkAG1.com/farzad Use Hans' referral link to purchase a Tesla product https://ts.la/hans71453 Want to grow your YouTube channel? DM David Carbutt For 10% discount quote ‘Farzad’ https://x.com/DavidCarbutt_ Use my referral code for ElevenLabs AI voice generator: https://try.elevenlabs.io/erm1aiqf3h3n Get fit! Mention FARZAD when asking for a quote for a custom-built nutrition and fitness plan: https://www.teamevolveperformance.com/ Join this channel to get access to perks: https://www.youtube.com/channel/UCgbyN_o-Guwpyqfuuz3pyIw/join I worked at Tesla starting from 2017 thru 2021. I spent most of my time in the distribution and supply chain organizations in leadership positions. Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019. I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice. My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla, Phillips, or any other company or organization I discuss on this channel. If you like this content I would greatly appreciate your likes and shares! #Tesla #elonmusk #twitter #tsla #TeslaNews #TeslaFSD #TeslaFSDBeta #teslastockanalysis #TeslaUpdate #investing #ElonMuskNews #teslanews #EV #FSD #investing The Great Tesla Robotaxi Debate: Bulls vs Bears on the Future of Autonomous Ride-Sharing In this episode, join Gary Black, Drew Dixon, Larry Goldberg, and Emmett Peppers as they passionately debate the future of Tesla's autonomous ride-sharing business. The discussion dives into Tesla's potential market share, valuation, and competitive landscape, touching on key topics like the cost of manufacturing, potential TAM for ride-sharing, and the impact of Elon Musk's leadership style. Hosted by Farzad, this episode offers deep insights and differing perspectives on one of the most exciting and speculative aspects of Tesla's future. 00:00 Intro 01:42 Debating Robotaxis and Tesla's Future 03:08 Gary Black's Investment Insights 03:40 Evaluating Tesla's Autonomy and Market Position 07:12 Community Tracker and Disengagements 15:38 Comparing Tesla with Competitors 28:22 The Future of Ride Sharing and Autonomy 49:33 Market Valuation and Final Thoughts 52:19 Debating Tesla's Market Cap and FSD Prospects 53:43 Valuing Tesla's Growth and Market Assumptions 54:48 The Future of EV Adoption and Market Share 57:12 Tesla's Strategic Shifts and Market Reactions 01:03:44 Evaluating Tesla's Potential in Ride-Hailing and Robotaxis 01:17:40 The Role of Elon Musk in Tesla's Success 01:20:03 Speculations on Tesla's Future and Market Impact 01:29:51 Concluding Thoughts and Future Discussions