Mind-blowing Interview - Must watch if u own TSLA (Patreon)
Published:
2022-11-07 04:30:49
Imported:
2023-01
Content
a must watch - to get inside the head of Elon, learn a bunch and get a glimpse to the unlimited potential of Tesla if they nail artificial general intelligence (AGI)
a lot to unpack in here - but one amazing point was TSLA to $4.5T - assumes 20M cars @ $50K ASP @ 30% operating margin = $300B operating income x 15x EV/OI = $4.5T. That excl robotaxi, bots, batteries, everything except EVs per Gary B. This is higher than my 3.6T in 2026 target of market cap
https://www.youtube.com/watch?v=KeEmVxMFM4Q&t=1s
Going to rest a bit but see you all in the morning.