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.
\nTIMESTAMPS
\n1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion
\n4:20 Short Position In Tesla/Short-Squeeze Theory
\n6:30 How to value Tesla, P/E, P/S? 9:37 Tesla\u2019s Rapidly Improving FCF
\n12:34 What happens when Autonomy/Tesla Network hits
\n15:02 Why did Matty Mogul by FSD?
\n18:16 Model S/X Refresh 21:52 The Core Efficiency Table
\n25:50 ICE is Tesla\u2019s Real Competition
\n26:47 Maxwell & Tesla\u2019s Battery Cell Scaling Solution
\n31:58 Elon's Electric VTOL jet
\n32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt
\n36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois
\n38:59 Tesla Insurance
\n43:44 Valuation of Cruise Automation Vs Tesla
\n45:02 Media, FUD & TSLAQ
\n51:30 Gigafactory 3 Shanghai/Tesla\u2019s China Opportunity
\n59:54 Closing Comments, Big Picture Summary