HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin.
TIMESTAMPS
1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion
4:20 Short Position In Tesla/Short-Squeeze Theory
6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF
12:34 What happens when Autonomy/Tesla Network hits
15:02 Why did Matty Mogul by FSD?
18:16 Model S/X Refresh 21:52 The Core Efficiency Table
25:50 ICE is Tesla’s Real Competition
26:47 Maxwell & Tesla’s Battery Cell Scaling Solution
31:58 Elon's Electric VTOL jet
32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois
38:59 Tesla Insurance
43:44 Valuation of Cruise Automation Vs Tesla
45:02 Media, FUD & TSLAQ
51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity
59:54 Closing Comments, Big Picture Summary
