420InTheBooks

[420InTheBooks @420InTheBooks]

@nishkidoonoo How do you get to 44 ? Thanks

[420InTheBooks @420InTheBooks]

@garyblack00 It's like there is nothing to do late game

[420InTheBooks @420InTheBooks]

@garyblack00 The Uber bullish thesis makes sense now

[420InTheBooks @420InTheBooks]

@grok @DugganSense @RemindMe_OfThis in 1 year

[420InTheBooks @420InTheBooks]

@DugganSense @notUSN_Capt @garyblack00 @IfindRetards

[420InTheBooks @420InTheBooks]

@notUSN_Capt @garyblack00 Sorry, my brain is so small it made me go all in tesla at 12.6usd a share in 2019.

So why is tesla 5x market cap of Uber ?

[420InTheBooks @420InTheBooks]

@SawyerMerritt So why does the market value Waymo less than Tesla FSD ?

~ 250 to 300B for Tesla FSD

VS

45B for Waymo as of end 2024

[420InTheBooks @420InTheBooks]

By 2030, Tesla will produce these cars for 1/3 of the price. Meaning cheaper rides and better experience for consumers.

Keep in mind the only company to produce an EV at 1m unit a year is Tesla with the Model Y.

Tesla has the scale advantage.

Tesla trades at a 300 400B prenium based on AI/FSD. (During a market correction)

Waymo "only" has a 45B valuation (based on late 2024).

Why is it that Wall Street seems to value Tesla FSD model at 6 to 9x Waymo ?

[420InTheBooks @420InTheBooks]

@bottinvesting @joecarlsonshow @farzyness Even if FSD is complete in late 2030 (will be before), Tesla has a massive advantage of EV manufacturing and scalability. If Waymo bought 100 000 EVs fully equipped with lidars and sensors at the really low price of 50k/u that would be 5B usd and 50B for 1M cars.

[420InTheBooks @420InTheBooks]

@joecarlsonshow @farzyness Mate Waymo has 700 vehicules and it's been years.

[420InTheBooks @420InTheBooks]

@NIONenad It's okay bro. NIO ain't going back to 60, you can rest now.

[420InTheBooks @420InTheBooks]

@TroyTeslike Aren't these numbers irrelevant ? Model Y refresh still hasn't started deliveries in Europe correct ?

[420InTheBooks @420InTheBooks]

@garyblack00 At what cost ? 50 100k per car with massive geo map operation ?

Again where are these supposed competitors valuations ?

Tesla FSD/AI business is currently valued at ~300 500B. I don't see any other company even being worth half of that currently. Why ?

[420InTheBooks @420InTheBooks]

@NIONenad Focus on NIO.

[420InTheBooks @420InTheBooks]

@ryancolepost @TroyTeslike Lmao. Yeah I only have 4k shares to lose.

[420InTheBooks @420InTheBooks]

Tesla had to comp YoY with Europe tax credit in most countries being taken away at the end of 2023 (creating large order in Q4 2023 woth delivery spill in jan feb 2024).

Refresh model Y juniper coming online.

BYD flooding Europe with cheap models.

Technically new cheaper models should help + juniper model.

[420InTheBooks @420InTheBooks]

Concerning Europe. EV tax credits stopped end of 2023 for e.g in Germany.

A lot of the other countries have changed those tax credits by 2024 as well.

How much did those TC affect sales of EV (in Tesla's price range), we know BYD is flooding Europe with cheap EVs but are often 20 30% cheaper that Teslas.

[420InTheBooks @420InTheBooks]

@TroyTeslike @garyblack00 Would some of the Model 3 sales be down due to new Y coming ?

Model Y is about 60% of Tesla sales. Would expect this to increase with new juniper.

[420InTheBooks @420InTheBooks]

@TroyTeslike @garyblack00 Do you have the data ?