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
