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cover of episode Why Tesla's Robotaxi Lead is a Game-Changer

Why Tesla's Robotaxi Lead is a Game-Changer

2024/6/16
logo of podcast Dave Lee on Investing

Dave Lee on Investing

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活跃的房地产投资者和分析师,专注于房地产市场预测和投资策略。
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Dave Lee: 许多投资者不将特斯拉的Robotaxi纳入估值模型,认为其他公司也能迅速赶上。但我认为这种观点忽略了网约车市场赢者通吃的动态。Uber和Lyft之所以成功,是因为它们拥有庞大的司机供应,而新进入者很难与之竞争。特斯拉在通用自动驾驶方面领先其他公司数年,这使其能够快速建立强大的Robotaxi服务,并显著低于Uber和Lyft的价格。我认为特斯拉的车辆密度和成本结构使其能够显著低于Uber和Lyft的价格,只要特斯拉的Robotaxi比人类驾驶更安全,它将在全球范围内迅速普及。即使竞争对手在特斯拉之后四年推出Robotaxi网络,特斯拉也已经建立了密度优势和需求。作为市场的新进入者,竞争对手很难找到立足之地,即使花费巨额资金,成功的机会也很渺茫。特斯拉作为Robotaxi市场的先行者,只需要与人类驾驶的网约车竞争,通过增加车辆密度和降低价格来击败Uber和Lyft。我认为特斯拉在Robotaxi方面的领先优势被低估了,这将使其在建立Robotaxi平台方面具有巨大优势,并使其他公司处于极端劣势。大多数分析师不是真正的技术和创新研究者,他们不具备评估特斯拉Robotaxi平台成功可能性的能力,因此他们对特斯拉采取观望态度,评估其现有业务,而不对Robotaxi平台进行估值。那些亲身体验过特斯拉FSD软件并跟踪监控其进展的人,更有机会了解特斯拉的领先程度以及Robotaxi网络的前景。

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Some investors believe Tesla's robotaxi advantage is short-lived, as competitors will catch up quickly. However, the ride-hailing market shows strong winner-takes-all dynamics. Tesla's lead in autonomous driving would give them a significant edge in establishing a dominant robotaxi network, making it difficult for competitors to challenge.
  • Ride-hailing markets exhibit strong winner-takes-most dynamics.
  • Tesla possesses a significant lead in generalized autonomous driving.
  • Tesla's robotaxi network could undercut Uber and Lyft due to lower operational costs.

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Some investors argue that Tesla's potential robotaxi service should not be included in valuation models because other companies will quickly catch up once Tesla solves unsupervised FSD. However, the ride-hailing market has strong winner-takes-most dynamics, and Tesla's significant lead in generalized autonomous driving technology would give them a major advantage in establishing a dominant robotaxi network that would be extremely difficult for competitors to challenge.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrANOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768#Tesla #TSLA #Stocks

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