ARK’s Tasha Keeney Says Tesla Stock Will SKYROCKET

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  • Опубліковано 15 чер 2024
  • In this video, Tasha Keeney from ARK Invest talks about their report predicting Tesla's stock could hit $2600 by 2029. Tasha explains Tesla's plan to turn their current cars into Robotaxis in the next 1-2 years, changing the auto industry with self-driving tech. Learn how Tesla's Robotaxi network could shift their business from just selling cars to earning steady revenue, and what this means for investors and Tesla fans.
    Find Nick:
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    Let's get brighter!
    Website: www.herbertong.com
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    Disclaimer: All content on this channel should not be construed as professional financial advice or recommendation to buy or sell any securities.
    Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
    Edited by: Roshan Khatiwada
    #Tesla #RoboTaxi #AutonomousDriving #ARKInvest #TeslaRoboTaxi #CyberCab #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock
  • Наука та технологія

КОМЕНТАРІ • 211

  • @BrighterwithHerbert
    @BrighterwithHerbert  Місяць тому +15

    I hope this video helped you get brighter about Tesla!
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    • @randomcharachter
      @randomcharachter Місяць тому +1

      Yeah I actually do thanks!

    • @Richard-cq4kv
      @Richard-cq4kv Місяць тому +1

      Robotaxi is happening in 2024, it's already running in shadow mode, all they have to do flip a switch and turn it on.

    • @randomcharachter
      @randomcharachter Місяць тому +1

      You think so, care to expand ? I feel like a soft launch in a single city this year is not out of the question

  • @gingerkilkus
    @gingerkilkus Місяць тому +118

    Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and follow a strategy with a long term edge.

    • @Bellaelena549
      @Bellaelena549 Місяць тому

      Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

    • @BernardFrederick-tk7un
      @BernardFrederick-tk7un Місяць тому

      Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

    • @foreverlaura-fq4eu
      @foreverlaura-fq4eu Місяць тому

      @@BernardFrederick-tk7un I think this is something I should do, but I've been stalling for a long time now. I don't really know which firm to work with; I feel they are all the same.

    • @BernardFrederick-tk7un
      @BernardFrederick-tk7un Місяць тому

      I won't pretend to know everything, though. Her name is Annette Marie Holt but I won't say anything more. Most likely, you can find her basic information online; you are welcome to do further study.

    • @JohnsonAshley-sy3lx
      @JohnsonAshley-sy3lx Місяць тому

      Thanks a lot for this recommendation. I just looked her website up, and I have sent her an email. I hope she gets back to me soon.

  • @Vivienedouglass
    @Vivienedouglass Місяць тому +159

    I already own shares of TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..

    • @Kaustavpatell
      @Kaustavpatell Місяць тому +1

      If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.

    • @frankedwardark
      @frankedwardark Місяць тому +1

      I’d suggest you look into passive index fund investing and learn some more. For me, I had my share of ups and downs when I first started looking for a consistent passive income so I hired an expert advisor for aid, and following her advice, I poured $130k in passive diversified safe-haven assets, Up 358k so far and pretty sure I'm ready for whatever comes.

    • @Donald-George
      @Donald-George Місяць тому

      Talking about advisors, do u consider anyone worthy of recommendations? I have about 100k to taste the water now that large cap stocks are at a discount... Thanks.

    • @frankedwardark
      @frankedwardark Місяць тому +1

      MICHELE KATHERINE SINGH is the licensed advisor I use. Just research the name. You'd find necessary details to work with a correspondence to set up an appointment.

    • @Donald-George
      @Donald-George Місяць тому

      Thanks, I found it. I booked a call with her on her website, her résumé seems pretty tight.

  • @RawandCookedVegan
    @RawandCookedVegan Місяць тому +20

    Great chat guys. "Competition is coming." This has been the argument for 10 years or more and it never happens, Tesla keeps up its relentless pace of innovation. Elon is possibly the most innovative, visionary and effective CEO we've ever seen.

    • @walterj7986
      @walterj7986 Місяць тому

      He was his progress has slowed down. It's crazy how fast china is progressing. Elon promised FSD 6 years ago. Would I like him to succeed? Yes.

  • @lukasfoo
    @lukasfoo Місяць тому +10

    Nick has a seer-like sense of the stock market. He said he had invested in Apple and Amazon early, and now Tesla. He is far ahead of everyone else in predicting future tech trends. By the way, I also invested in those same companies, and today I am financially independent.

    • @codingispower1816
      @codingispower1816 Місяць тому

      So, tesla will do the same???? Are we still early to the success via tesla stock party?

    • @lukasfoo
      @lukasfoo Місяць тому

      @@codingispower1816 Certainly. If not this year, then for sure next year.

    • @flollopy
      @flollopy Місяць тому

      How early? He looks very young.

    • @codingispower1816
      @codingispower1816 Місяць тому

      @@flollopy 1999

  • @wildcatmahone-md6me
    @wildcatmahone-md6me Місяць тому +24

    As a NVDA investor, I'd just say keep buying those chips Elon.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому +2

      Yes, a way smarter bet at the moment.

    • @sinkorswim7631
      @sinkorswim7631 Місяць тому

      He will tell nancy hold her calls cause I got a feeling before market drops out she will

    • @muddy6932
      @muddy6932 Місяць тому

      He's just chilling in his Dojo

    • @cl5619
      @cl5619 Місяць тому +1

      NVDA is in a bubble.
      AI is over hyped. Here we have all these chips sold, yet we’re not seeing many new AI software apps out there. hardly anything generating much revenue.

    • @JboKit
      @JboKit Місяць тому +1

      😂​@@AudiTTQuattro2003

  • @nickmcconnell1291
    @nickmcconnell1291 Місяць тому +7

    Perfecting FSD is a sure thing given enough data. It's basically a done deal.
    What interests me more is the hailing app and the entire backend logistics software as well as how the taxis get charged and rotate in and out of cleaning.
    ----In other words the logistics nightmare that will have to be up and running very very soon.

    • @sizzlestreet9562
      @sizzlestreet9562 Місяць тому +1

      Totally agree, I hope we get more details on 8/8 about the what the business model will look like!

  • @aminesaib
    @aminesaib Місяць тому +2

    Keep in mind that the mega compute cluster for FSD training being built over the south extension is not even done yet. Once it is up and running, the speed at which FSD matures will be even more mind-blowing.

  • @jastu9841
    @jastu9841 Місяць тому +11

    Before we see a robotaxi business, it will take a few years. I would argue with Timelines and bottlenecks, Elon mentioned at the shareholder meeting:
    1) Current FSD is exclusively trained for HW3
    2) HW3 seems to be limited in complex situations
    3) HW4 specific training will take place in the new data center in Texas and needs to be build first. We may see a dedicated HW4 FSD in early 2025. This is also when we will see FSD in Cybertruck.
    4) Elon announced HW5 to be ready in 18 months. Rebranded into AI5. I believe this will be the hardware for driverless vehicles. In 18 months, I believe Tesla will have build additional data centers. But HW5 needs to be deployed first, then a dedicated model needs to be trained and it needs to be tested before releasing it. 24-30 months from now would be a very ambitious.
    So I expect first driverless services in mid 2026.

    • @wolfgangpreier9160
      @wolfgangpreier9160 Місяць тому +2

      There is no business case for robo taxi in Europe. They must cost the same as Human driven taxis, just like Uber. Tesla will not be permitted to destroy a whole industry. When they cost the same they would have to compete directly with human employees. Such behavior will not be allowed. Maybe the get permissions as replacement for public transport in remote areas.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому +1

      I still think this is wildly optimistic, but at least presents some acknowledgement of real areas needing development. One question though? If HW5 is needed for autonomous driving (which I suspected is true), won't Tesla have to upgrade everyone they promised to be allowed the feature from years back? That can't be cheap, if at all possible.

    • @maddstaxx
      @maddstaxx Місяць тому +1

      ​@@wolfgangpreier9160 excellent. The rest of us will enjoy the tech 👌

    • @jastu9841
      @jastu9841 Місяць тому

      @@wolfgangpreier9160 I would argue that robotaxis in Europe would face a lot more competition by public transport. However, there is a huge labor shortage for bus drivers and truck drivers. The EU will have a very difficult time to keep the technology out.
      In Germany, the "Taxi lobby" has been very successful in keeping Uber out for personal transport. However, Uber eats for delivery services operates in every larger German city.
      I believe there is a huge business case for autonomy in the EU. If Taxi is protected politically, it will start with logistics first.

    • @wolfgangpreier9160
      @wolfgangpreier9160 Місяць тому +1

      @@maddstaxx It is not about the tech. You misunderstand me. I would happily switch to robo taxi instead of driving myself.
      I am working in IT and i do not really care for the tech. It must work. That is all i want to know.
      I've got enough jobs and learn 16 hours every day. I do NOT want to take up AI or Super Clusters.
      It is about protecting the weak and feeble before the technological juggernaut. Whether they are called Chinese car companies, Apple or Tesla Bot does not matter.

  • @elkabong5547
    @elkabong5547 Місяць тому

    Does anybody know who makes the beaded driver seat covers? I think they are a good Short!

  • @johankroes19
    @johankroes19 Місяць тому

    Thanx Nick and Herbert!, its great to see and follow the development of autonomous driving, and the progress it makes. I own a tesla model 3 from 2019 Here in the netherlands, and I only have autopilot in it. I’m having it for 7 months now, and i experienced 2 really dangerous moments Where the car suddenly started to break really hard, I was lucky i didn’t get rear ended, and once he wanted to take a corner on a straight road at 50mph. It also often makes steer corrections when there is nothing going on. I lost trust in it, I got the feeling that they do nothing to improve the system Here in europe. Really a pity.

  • @michaelcoghlan9124
    @michaelcoghlan9124 Місяць тому

    That was a brilliant video, agree all the way, thanks to you both. M

  • @jkimo1178
    @jkimo1178 Місяць тому +3

    What is Nick’s expertise that makes him an authority? Jeff, Hans, Farzad, Alexandra are on a different level.

    • @sur83848
      @sur83848 Місяць тому +3

      Nick has a better technical understanding of topics vs those other guests imo.

    • @BrunoHeggli-zp3nl
      @BrunoHeggli-zp3nl Місяць тому

      Hes a pretty Boy!:)

    • @jkimo1178
      @jkimo1178 Місяць тому

      I think he’s a bit in over his head. Herbert should ask Matt Pocius or Sam Alexander on the channel.

    • @NovemberTheHacker
      @NovemberTheHacker Місяць тому

      The others you mentioned have been wrong on numerous occasions.
      At least Nick's investments have worked well many times which is the most important thing at the end of the day. He has the ability to spot trends early.

  • @user-gz9vv1nl3b
    @user-gz9vv1nl3b Місяць тому +3

    Till RoboTaxi is rolling thru the streets everything is an assumption. Especially the costs.

  • @codingispower1816
    @codingispower1816 Місяць тому

    BUT. will robo taxi and fsd be good enough in the near term to make it happen?

  • @CapeFear1
    @CapeFear1 Місяць тому +2

    Im a Tesla investor and hope it makes it big. However in the back of my mind I fear two things. Technology aside I feel robotaxi is at the complete mercy of Government regulations/ controls which can work against robotaxi. Secondly I fear this will only work in big cities. I feel crime is getting so bad, along with urban pricing, that we will see more and more people fleeing big cities in the near future. My second point is probably more fear/speculation and in line with worst case scenario. But its definitely a consideration.

  • @chadwick1531
    @chadwick1531 Місяць тому

    Love Tasha!

  • @weaverdreams
    @weaverdreams Місяць тому

    What will the stock be trading for when the valuation is 8 trillion? And when is that expected to be?

  • @lukasfoo
    @lukasfoo Місяць тому

    Why no mention of individual Tesla owners allowing use of their cars as a source of income? This would be in addition to the fleet companies business model. I thought Elon mentioned this during the stockholders meeting.

  • @sandippatil2689
    @sandippatil2689 Місяць тому

    It's about exponential trajectory than the nos. How build on 50 ℅ growth trajectory on achieving robotaxi story.

  • @XOXSUSIEQXOX
    @XOXSUSIEQXOX Місяць тому

    The “short stop” Tesla was not a Cone front Model S. It is a 3 or a Y. No 2nd screen behind the steering wheel.
    The NEXT scene has an old S pulling out on the road.

  • @larsnystrom6698
    @larsnystrom6698 Місяць тому +2

    The price per mile should drop very quickly.
    Don't compare it to what Uber take now. Compare it to the subway and buses!
    When Robotaxi is fully established in a city, it can be our only way of traveling.
    It has to be cheap!

  • @georgegale6084
    @georgegale6084 Місяць тому

    Thanks

  • @992GTS-DC
    @992GTS-DC Місяць тому +2

    Will it come before or after Hyperloop?

    • @cl5619
      @cl5619 Місяць тому

      And the mission to Mars

  • @pohu6296
    @pohu6296 Місяць тому +2

    First think how to get 260 before 2600.

  • @marionj.caffey2832
    @marionj.caffey2832 Місяць тому

    Can someone help me understand? If FSD is being run by the cameras around the car how will it ever drive in in climate weather? Heavy rain, snow etc.? I am a Y owner and use FSD almost everyday and I love how it has learned and solved many (not nearly all) complex problems but seeing is seeing and if the cameras are blocked that is a HUGE problem or maybe I just don't understand the technology. Please help me understand. Thank you.

    • @codingispower1816
      @codingispower1816 Місяць тому

      This is a valid question. HOW?

    • @ClickToPreview
      @ClickToPreview Місяць тому

      I imagine in a piss pour downpour or blizzard this may be a problem, but the car is already learning from petabytes of video in all kinds of weather. If humans have to pull over in a piss poor downpour or blizzard, maybe the robotaxi will too.

  • @rlshultz5841
    @rlshultz5841 Місяць тому

    Agree. But it still points to Tesla needs to advertise/ educate. They would get so much from a wide and complete campaign

  • @samyoung1662
    @samyoung1662 Місяць тому

    My question is what is the plan for charging for the robotaxi network? Charging station attendants?

    • @codingispower1816
      @codingispower1816 Місяць тому

      Self charging plug in like Roomba, lol

    • @ClickToPreview
      @ClickToPreview Місяць тому

      @@codingispower1816 You kid, but that's about exactly what I suspect will happen. They'll have to redesign the superchargers and the charge port placement on the car so that the car can just back into the charge port on it's own.

  • @jimpurewal2661
    @jimpurewal2661 Місяць тому +2

    We will know a lot more on August 8th robotaxi event. Will take a lot of guessing out of the equation. Also launch by end of 2025 or prior is 95%. Will happen faster on small scale as Tesla approved for small testing in China last week.

    • @oggyoggy1299
      @oggyoggy1299 Місяць тому

      You’re just guessing.

    • @geirmyrvagnes8718
      @geirmyrvagnes8718 Місяць тому

      @@oggyoggy1299 When it comes to the future, we all are.

  • @vasthefox
    @vasthefox Місяць тому +7

    I predict that the kids are going to lead the charge as their enthusiasm for Tesla has been shown in the past.
    I predict TiK ToK challenges with
    CYBERCAB will be all the rage 😂

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому +1

      How many can fit into a 2 person Robotaxi? I'm guessing 10.

  • @marianneleone3792
    @marianneleone3792 Місяць тому +2

    We are early adopters. I think we underestimate the power of fear. There are a lot of people that don't understand robotaxis, driverless vehicles, are more safe than a human driving so I feel like there are many people that will not get in that car even if it costs a little more to do uber. Thoughts?

    • @royrodgers3296
      @royrodgers3296 Місяць тому +1

      Once it’s proven that FSD is statistically safer than human drivers there will be a big push from insurance companies on human drivers and they will price most people into a robotaxi or FSD enabled car

    • @walterj7986
      @walterj7986 Місяць тому

      @royrodgers3296 Waymo stats are better, but the cars are more expensive. As an investor, I am trying to figure out if tesla can get FSD out.

    • @royrodgers3296
      @royrodgers3296 Місяць тому

      @@walterj7986 you and me both! Here are my
      2 cents, 1 never bet against Elon (as late as he can be) 2 based off what we are seeing with v12.3&v12.4 and knowing they are already beyond that in development makes me think it can happen

  • @mattquilici8153
    @mattquilici8153 Місяць тому

    When do we get back to ATH? Then, when do we get to $840?(ATH Doubled). Finally, when/what price do we see the next stock split?

    • @paulkim7870
      @paulkim7870 Місяць тому

      ATH is possible by end of year, but unlikely. A lot is riding on Aug 8 as there are not many other catalysts this year. If FSD becomes so good that the public starts to take notice, then we could shoot past ATH. You just never know.

    • @toby-xo6rb
      @toby-xo6rb Місяць тому

      $TSLA: 10x in 5 + 5x in 10 = 50x in 15.

  • @WirtzfeldValley
    @WirtzfeldValley Місяць тому

    I sure am longterm, but where are all those end-of-lease-term tesla cars stocked that Tesla is supposed to store right now to become robotaxis in future?

    • @ClickToPreview
      @ClickToPreview Місяць тому

      Not to mention this was something Elon talked about FOUR years ago and they're still 5 billion miles away from solving autonomy according to Elon's prediction.

  • @johnmacri7440
    @johnmacri7440 Місяць тому +1

    Im staying very calm. Lets see how good 8/8 is

  • @lourdessilva6442
    @lourdessilva6442 Місяць тому +1

    Grata conhecimento e vida

  • @kennySg101
    @kennySg101 Місяць тому

    Why not say 100 trillium! How much business can ride hailing service captured today?

  • @brakmaster
    @brakmaster Місяць тому +2

    Actually autonomous doesn't need to happen for the $2600 TSLA price target. All we need is a rollout of Optimus in the millions.

    • @cl5619
      @cl5619 Місяць тому

      True but don’t be fooled. Autonomous robots is a long way from being a reality.

    • @codingispower1816
      @codingispower1816 Місяць тому

      @@cl5619 Why?

    • @cl5619
      @cl5619 Місяць тому

      @@codingispower1816 I asked my niece’s boyfriend who works for an automated (non autonomous) robot company, and he said that it is the consensus among his colleagues that autonomous technology will take a lot of time to develop to the point where we can have autonomous robots do useful work. He thinks we’re probably 20 years away from any mass deployment.
      It is very challenging to make humanoid robots to stand, walk, and move around in an improvised way. If you try to get them to apply physical force to do work, it’s hard for them to avoid a fall or slip in applied pressure. Under current technology, the process of “thinking” for autonomous robots would have to be done remotely thru large energy intensive remote computing centers. This makes them too slow to respond instantaneously in an environment like we (people and animals) can.
      Note that Boston Dynamics have been at this for 30 years
      What Elon shows us is grossly inadequate. But then he will lie and tell you that it’s much closer to reality than it is. Elon is a snake oil salesman who can get really talented engineers to make early prototypes. He then uses these to pump his stock price.

  • @codingispower1816
    @codingispower1816 Місяць тому

    What about the fsd tesla that hit a police vehicle?

  • @cl5619
    @cl5619 Місяць тому +2

    FSD isn’t close to be ready to robotaxi

    • @codingispower1816
      @codingispower1816 Місяць тому

      Why not?

    • @ClickToPreview
      @ClickToPreview Місяць тому

      @@codingispower1816 It's not automonous. Its supervised. Elon expects to need 5 billion more miles before it is 99.999% autonomous.

    • @markavelisocal
      @markavelisocal Місяць тому

      Yup. I have it, it’s ok. Doesn’t mean it’s ready AND regulators are gonna allow it

    • @codingispower1816
      @codingispower1816 Місяць тому

      @@markavelisocal So even 12.4 doesn't meet your standard of ready?

  • @AngeloLancuba
    @AngeloLancuba Місяць тому

    The video said “coming soon”. To me this means next year at the latest. Soon is soon, not in 2 years.

  • @LJ-jq8og
    @LJ-jq8og Місяць тому

    AWESOOME 💪❤

  • @antonkarridian2895
    @antonkarridian2895 Місяць тому

    red flag! 1:55:08 "So, achieving affordability is actually, at this point, more about the rest of the car than it's actually about the battery pack..." Musk basically said battery packs aren't getting any cheaper from here.

  • @user-py7or7zi5k
    @user-py7or7zi5k Місяць тому +2

    The only question is will scalable vision-based FSD unsupervised be solved and when? If someone could see it solved in a crystal ball they would be pouring every cent they have into Tesla stock.

    • @Cybertruck_69
      @Cybertruck_69 Місяць тому +4

      Many of us are already committed and balls deep.

    • @wolfgangpreier9160
      @wolfgangpreier9160 Місяць тому

      Next year. Also first permissions on city streets, geo fenced. I guess somewhere around 2026-2027 for whole countries. Only unregulated countries will get robo taxis. All others will not permit them to protect their taxi drivers.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      ​@@wolfgangpreier9160...always just a year or two away. The fact the government hasn't been more harsh about regulation is actually rather alarming. The problem with electronic/mechanical systems is that they fail over time if not maintained to exacting specifications. Who will be responsible for that oversight? Idiot owners?

    • @ClickToPreview
      @ClickToPreview Місяць тому

      Elon said he thinks 6 billion miles will solve it. There are 1 billion miles in the can. 5 billion miles to go apparently. How long will that take? Heck if I know.

  • @onekoolguy4921
    @onekoolguy4921 Місяць тому

    As Robotaxis take over the market it probably means that fewer people will buy their own vehicles. That fact should be taken into consideration? Maybe won't make a difference?

    • @ClickToPreview
      @ClickToPreview Місяць тому

      Yes fewer people will BUY, but the amount of money Tesla will generate from ONE Robotaxi will DWARF selling the same car to an end consumer. That's the point.

  • @mobafire2100
    @mobafire2100 Місяць тому

    Make a transformijg cubee truck bot then it can hit that price

  • @edhill8568
    @edhill8568 Місяць тому

    The fact Tash Keeny doesn't use FSD detracts from much of her analysis.

  • @ericchang7759
    @ericchang7759 Місяць тому

    Good analysis, guys! The average person’s conceptual framework of how to solve the problem probably gets stuck thinking that FSD would need to become as good or better at driving by BEING human in thinking. Rather, the real problem is building software that can drive better than humans WITHOUT becoming human (in thinking). Decoupling (distinguishing) between these two is crucial. Learning how to drive is not that hard if we train millions of drivers each year. But programming a computer to follow how we BELIEVE we think and coding programs to detour through human thinking is immensely harder. But letting a computer learn how to emulate good driving and aim for higher and higher standards of that is merely dependent upon quality and quantity of training data, assuming a good labeling/recognition system. The reporter was unprepared or unable to critically analyze and understand the underlying technology.

  • @spacecadet4902
    @spacecadet4902 Місяць тому

    Thanks guys! Someone pointed out the car could phone home when its in a jam. If you assume the car can be remote controlled already, all the functionality for the robo taxi is already here. This makes total sense. Start with supervised robotaxi, which means yes there is a driver. It takes the stress away entirely. Professional tesla employees who are trained to be robo taxi supes would sit in the car while it went through its paces. intervene when needed. Then just sit there while tesla debugs the phone home system. The car has to know its in a jam. Not sure it knows that now. It is unclear what state that part of the system is in. The point is, they could very easily have commercial supervised robotaxi generating revenue by 8/8. It is incremental. no brainer. 5 car network, then 10 then 50 then wide release.

  • @dennisboyd1712
    @dennisboyd1712 Місяць тому +3

    BUY TESLA STOCK Now

  • @d_e_a_n
    @d_e_a_n Місяць тому

    It is strange the bull case is only 30% more than the expected case. 2000 would be amazing. 2600 would be amazing.
    30% is almost nothing compared to the movement from her to there in either case. Seems odd.

    • @geirmyrvagnes8718
      @geirmyrvagnes8718 Місяць тому

      I think this is because the main difference is the timing of when robotaxis become a thing at scale. If that happens one year later, that has a difference in the value of the stock long term of "almost nothing"-

    • @ClickToPreview
      @ClickToPreview Місяць тому

      That's like going from 5 trillion to 6.5 trillion. That's a lot of absolute dollars.

  • @d_e_a_n
    @d_e_a_n Місяць тому

    I don’t know about the “you don’t have a robo taxi day unless you got stuff”.
    Elon had a person in a robot costume dancing on stage. Most companies do what you say. I don’t know Tesla does.

    • @geirmyrvagnes8718
      @geirmyrvagnes8718 Місяць тому

      They do tend to have more fun presentations. But I would bet a dollar that we get to see a vehicle that looks a lot like the robotaxi that we will eventually see on the road on August 8.

  • @jjamespacbell
    @jjamespacbell Місяць тому

    The total value of UBER/Lyft and all the taxi services in the world and all the car manufacturers in the world combined do not have a value of $8 Trillion so how does RoboTaxi have that value?
    Tesla fan, shareholder, I have a Model Y, Tesla solar panels and 2 PowerWalls..

    • @peterfireflylund
      @peterfireflylund Місяць тому

      Cheaper than taxis/Ubers/Lyfts => more revenue. Lower costs => more profit.

    • @karuNew
      @karuNew Місяць тому

      Pumping it to trillions in order to tap to the human greediness.

  • @MrMR-hp6ed
    @MrMR-hp6ed Місяць тому +4

    I just want to say what's really awesome about ARK's analysis. Their report is purely based on Tesla's performance and does not take into account share buybacks. Apple has been spending approximately $50 billion on share buybacks since 2012 and has to date spent $675 billion, or almost a trillion dollars, on share buybacks. I predict that by 2029 or sooner, Tesla will start conducting share buybacks. Imagine Tesla spending $100-500 billion per year on share buybacks over 10 years. The share price of Tesla would skyrocket. Even if they do not do share buybacks, they could have a dividend yield of 5-10%, which would attract funds like Berkshire Hathaway.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      You don't have a clue why companies buy back their shares, do you?

    • @MrMR-hp6ed
      @MrMR-hp6ed Місяць тому +2

      @@AudiTTQuattro2003 it’s called a reverse dilution, they do it for a number of reasons but one of the main reasons is to return value back to the share holders.
      Please bless me with your knowledge

    • @XRP-O.G
      @XRP-O.G Місяць тому +1

      Just doing the math on a dividend
      Scenario a 2k per with 5% annually
      Yields $100 for every single share held. Double it for 10%. I’m a huge fan of dividends and prefer it over share buy backs. I believe tesla will go this route as its much more beneficial long term to investors. Most ppl that are investing today would never need to work a 9-5 ever again if this was to be the case.

  • @fredhearty1762
    @fredhearty1762 Місяць тому +2

    If SpaceX is taken as an example... Launch services is a couple billion per year business at most. Elon initiated Starlink to fund Mars because it is a 10x bigger market opportunity, leaving the original launch business at 10% or so. Everyone laughed at him...

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      Still are. Starlink as well as other low earth satellites may be starting to destroy ozone in the upper atmosphere as they decommision. And this is after only 6k of them launched. Planning for 24k more.

  • @alancane1482
    @alancane1482 Місяць тому +6

    What bothers me about the anti-Tesla bullshitters is the information is readily available to contradict them. So what conclusion can we draw from this?

    • @AKJammer1
      @AKJammer1 Місяць тому

      Common Sense is not common. Most people don't do analysis, they just have certain beliefs that MM reinforces. Immigrants are evil, crime is running amok, Elon is trying to take over the world, whatever the current line is (from the left or right), they'll believe it if it's told enough times.

  • @fredhearty1762
    @fredhearty1762 Місяць тому

    Entering China as robotaxi business will be 'interesting' during these troubling financial times. There are tens of thousands of ride-share drivers/vehicles that are idle because the public cannot afford them. Tesla's only leverage would be to undercut all existing suppliers, establish a beachhead, and wait until the economy turns around.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      ...or it was just a ploy to pump the stock in the first place?

    • @fredhearty1762
      @fredhearty1762 Місяць тому

      @@AudiTTQuattro2003 Keep driving your combustion vehicle -- and buy some popcorn. Enjoy the show.

  • @carlnewell3682
    @carlnewell3682 Місяць тому

    Absolutely nuts. Robo taxi, is fantasy that will never be fulfilled.

    • @ClickToPreview
      @ClickToPreview Місяць тому

      It'll happen, but 2029 is probably 4 years too early.

  • @user-he7hz4cy3x
    @user-he7hz4cy3x Місяць тому

    Just buy NVDA 😜

  • @codingispower1816
    @codingispower1816 Місяць тому

    2600...hope she's right.

  • @JohnEAvenson
    @JohnEAvenson Місяць тому

    The reporter doesn't respond to what Tasha just said but rather moves on to another subject. This means he/ she is not even listening to Tasha but rather forming in his mind his next question / false statement. SMR noticed this

  • @codingispower1816
    @codingispower1816 Місяць тому

    Only tiime will tell, eh?

  • @davidbeppler3032
    @davidbeppler3032 Місяць тому

    My math is not the same. Where did she get her numbers? 80 million Teslas, $30k profit per car per year, $2.4 trillion in profits per year. 80 million cars is only 25% of the cars on the road in America replaced by Teslas.

    • @Gr0gansm1th
      @Gr0gansm1th Місяць тому

      None of the math adds up, these are just all arbitrary numbers pulled out of thin air. The entire taxi / ride sharing industry in the USA is worth $43B - so how does that make Tesla worth multiple trillions?

    • @ClickToPreview
      @ClickToPreview Місяць тому

      Where did you get only $30k profit per car per year? That seems very low. Full time Uber drivers make more than that driving their car in a year, and that's just THEIR CUT. A robotaxi can perform almost 24/7 minus supercharge times. Humans can't even APPROACH that. I expect each robotaxi can make $100k a year EASY and charge less per mile than Uber/Lyft/etc. and thus make them obsolete. Lower cost per mile should also equal even more usage than people currently use Uber/Lyft/etc. If you can take MULTIPLE rides for the same cost as a single Uber (currently), then people will do THAT instead of Uber. The economics is a no-brainer.

  • @wngimageanddesign9546
    @wngimageanddesign9546 Місяць тому

    Tasha is a smart woman. Love following her all these years. But she doesn't look so healthy as of late. I hope she isn't a vegan. BTDT! 7 years on the vegan diet caused many health problems and diseases and malnutrition. Lost a lot of muscle mass, bone density, hair and vision loss too. Developed pre-diabetes from the high starch and carbs. Oxalate toxicity too. Tasha looks gaunt. Concerning. The carnivore diet helped me recover after discovering the Lion Diet by Mikhaila Peterson. Her autoimmune disorders were relatable to my experience on the vegan diet. I had severe autoimmune disorders. I hope the best for Tasha and her well being.

  • @davidwilkie9551
    @davidwilkie9551 Місяць тому +1

    Ark Inv research means you can rely on their management of their funds, but they have zero control over the market manipulation that everyone constantly warns about.

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      They are the market manipulation. Why do you think they care about your money going into Tesla? Have they run out of sophisticated investors with $ millions?

  • @ernielauterio4055
    @ernielauterio4055 Місяць тому +3

    Government push back through cnbc plain and simple.

    • @wolfgangpreier9160
      @wolfgangpreier9160 Місяць тому

      Nice idea but no. CNBC is just greedy for clicks. Plain simple ole greed drives them. No government necessary. Judges and n-letter institutions of course follow „the example“ of their great geezer - sorry their great führer - aka leader.
      It’s just funny for us outsiders to see how incompetent and weak, even helpless and a disgrace for the great american people he - and also his predecessor are. Even Nancy, greedy vicious old soul that she is would make a better job.

  • @alihusainmd
    @alihusainmd Місяць тому

    It’s annoying listening to these talks without discussing what actually is being proposed in the bear case all Tesla robotaxis will be driven 70,000 miles per year the same as a NYC cab today doesn’t matter if it’s in Boise, Idaho in the bull case it’s close to double that number.

  • @sinkorswim7631
    @sinkorswim7631 Місяць тому

    The
    Bots will make the money

  • @pcmountaindog
    @pcmountaindog Місяць тому

    So much BS going on. if a robo taxi is 200,000 dollars it take sales fo 40 million of them to get to 8 trillion. How about some numbers justifying all this instead of just throwing shit at the wall.

  • @stothAjs
    @stothAjs Місяць тому +13

    crazy how all these videos on tashas appearance has to go over how comically bad cnbc is. they even mention $56 billion for elon at end of this robotaxi talk. they are a disgrace.

  • @sinkorswim7631
    @sinkorswim7631 Місяць тому +1

    Cant wait til August where elon plays his trump card and rolls it out 🎉 imo

    • @sinkorswim7631
      @sinkorswim7631 Місяць тому

      2 billion hours and you don't think he could put together a safe demo ride ?

  • @LarryRichelli
    @LarryRichelli Місяць тому

    How many times have we been told Tesla stock will go up, ha ha ha

  • @53kevinfarrell
    @53kevinfarrell Місяць тому

    I own some ARK, It's down over 60% Why are these Women believable?

  • @obioraonunkwo5490
    @obioraonunkwo5490 Місяць тому

    What if some nefarious actors hack into a robotaxi??? Safety issues?

  • @otto2468
    @otto2468 Місяць тому

    😄 8 Trillion

  • @lesbendo6363
    @lesbendo6363 Місяць тому +1

    As soon as the reporter said the word unibody you know the level of ignorance! 🇨🇦

  • @mattdecandia9607
    @mattdecandia9607 Місяць тому +1

    Damn them for abandoning that new production method . SMH.

  • @KM-rw4td
    @KM-rw4td Місяць тому +1

    You guys keep bragging about it, and the stock is keep going down

  • @DanielASchaeffer
    @DanielASchaeffer Місяць тому +1

    I believe waymo has already designed a cheap robo taxi with Geely.

  • @fritz_fit
    @fritz_fit Місяць тому +2

    Herbert, there is a saying: from shouting out word “honey” It’s not gonna get sweet in your mouth! Stop talking about TSLA stock all the time! It’s so annoying and does only harm to Tesla.

  • @michael-qp9xd
    @michael-qp9xd Місяць тому

    Musk said robotaxis in one yr and this back 5 to 6 yrs ago. Tesla still with level 2. And again saying soon in one to 2 yrs. Talk is so easy.

  • @nichols14092
    @nichols14092 Місяць тому +3

    CNBC Sucks!

    • @KJSvitko
      @KJSvitko Місяць тому

      CNBC and most media companies make their revenue from fossil fuels advertising and legacy auto companies.
      Advertising money is driving their coverage and slanting their reporting. Fossil fuels companies are some of the most profitable companies in the world. Media companies are torn between ethics and advertising dollars that pay the bills and keep the doors open.

  • @codingispower1816
    @codingispower1816 Місяць тому

    I want TESLA robo taxi to remove uber and lyft from the earth since they over charge like crazy. I am rooting for robi taxi's.

  • @markdc1145
    @markdc1145 Місяць тому

    Sorry, Tasha is a great analyst but she and Cathie Woods are not realistic about autonomous cars and robo taxis. These systems have a high level of sophistication but a true level 4 or 5 autonomy is actually decades away from being implemented in any revenue earning way. It's a great technology with much promise but it's also time to be honest with investors.

  • @Oneeyedoyster
    @Oneeyedoyster Місяць тому

    ark invest "we believe inflation is transitory"

  • @ExecutiveZombie
    @ExecutiveZombie Місяць тому

    Investing Vatos Locos! 🤑

  • @markchambers5729
    @markchambers5729 Місяць тому

    Alert!: 70 year old Baby Boomer here!

  • @jaymorgan8017
    @jaymorgan8017 Місяць тому +1

    Our government is holding Tesla back because of Elon's politics.

    • @TN-jb4jk
      @TN-jb4jk Місяць тому

      Also Unions are a lost cause. The DNC and Eurotards cannot unionize Teslabots and AI. A more pragmatic political approach is needed.

  • @toby-xo6rb
    @toby-xo6rb Місяць тому +1

    $TSLA: 10x in 5 + 5x in 10 = 50x in 15.

    • @paulkim7870
      @paulkim7870 Місяць тому

      😂

    • @oggyoggy1299
      @oggyoggy1299 Місяць тому

      Makes no sense

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      ...or $0 in two when Elon takes the AI tech to xAI.

    • @brakmaster
      @brakmaster Місяць тому

      @@oggyoggy1299 Of course it makes sense. If the price of Tesla 10Xs in 5 years and then 5Xs in the following 10 years, that's 50X from today's stock price in 15 years. Do the math.

  • @thetiredtourist3927
    @thetiredtourist3927 Місяць тому +1

    brand new! please... this woman is a one trick pony...Robo Taxi and always 2 years away. and have you noticed she has the most symmetrical face ever.

    • @wolfgangpreier9160
      @wolfgangpreier9160 Місяць тому +1

      You sound - unhinged - shall i send a plumber?

    • @AudiTTQuattro2003
      @AudiTTQuattro2003 Місяць тому

      There is big money in stock pumping. Why else would you drive up the price of a stock instead of saying nothing and buying more of it at a lower price? Why would she care if you miss out, at her expense?

    • @AKJammer1
      @AKJammer1 Місяць тому

      @@AudiTTQuattro2003 Uh, because it's their job as analysts? If you think it's a stock pump, then pretty simple, don't buy any. I've been invested in Tesla for about 5 years, all in. I'd buy more but am retired with no additional income to buy it with. Elon's a d**k, but as a CEO and innovator, he's second to none. This will happen, despite the naysayers.

    • @toby-xo6rb
      @toby-xo6rb Місяць тому

      Well, what I noticed is, that you are too lazy to capitalise your sentences.

    • @scottmercier352
      @scottmercier352 Місяць тому

      First of all what does her looks have to do with anything? Second, since you brought up her looks, her face isn't symmetrical. She has a lopsided month, except when smiling. Like someone who's had a stroke.

  • @ayo9057
    @ayo9057 Місяць тому

    Once people become comfortable with robo taxis nobody will want a human driver.

  • @AudiTTQuattro2003
    @AudiTTQuattro2003 Місяць тому

    Why not $20T? Or $30T? Why are they thinking so small? In a year from now, every human on earth will have an Optimus robot.

    • @oggyoggy1299
      @oggyoggy1299 Місяць тому +2

      No.
      In a year from now not even half of one percent of people will have a Optimus robot.

    • @AKJammer1
      @AKJammer1 Місяць тому

      If you add the Optimus projections in, which ARK did not, the numbers really do become silly. I think this is why most analysts don't put the two together, they don't want to get laughed out of the room. The thing is, even if FSD takes a little bit longer, Optimus is going to be coming along with the same or even bigger numbers. 2025 and 2026 are going to be huge.

  • @MD-rz7dn
    @MD-rz7dn Місяць тому +1

    8Trillion? That could pay as much national debt as Drumpf spent&grifted.

  • @jlee8615
    @jlee8615 Місяць тому +2

    I do not believe her.

  • @daveblock
    @daveblock Місяць тому

    Is this now a comedy channel? Robotaxi, Cyberjunk, Semi….all gimmicks going nowhere.