ARK Still Very Bullish on Tesla
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- เผยแพร่เมื่อ 24 ม.ค. 2023
- ARK Invest Director of Investment Tasha Keeney joins Caroline Hyde and Ed Ludlow to discuss why Tesla's ability to cut prices is a strategic advantage, and why ARK believes the idea that Tesla has a demand problem is overblown.
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Ik it’s pathetic
Tasha Keeney is the the premiere Wall St Analyst around EV Adoption and Autonomous Driving Technology.
"what do we have to go off of? It's Tesla's results . . ." Then ignores Elon's lies on FSD since 2017. She has no idea what she is talking about. Bloomberg tech even talked about how he staged the FSD video years ago. Obvious fraud, lololololololololololololol
She has been saying full FSD will be out by 2025, and cars will drive themselves around like taxis. 🤡 If you are a programmer and understand what is behind FSD, you know this is completely BS. Apart from that, Tesla makes awesome products.
@@ev.c6 I don't know when Tesla will be at that point, but I think they will beat all the competition to a general, non geo-fenced, solution. That being said, their FSD today is not even close IMO.
@@ev.c6 the cars can drive themselves today
@@ev.c6 do you know what year it is? 2025 is still two years away, so you can’t say it’s a miss already.
There is no demand erosion for Tesla. Bloomberg should try doing some research. If there were a demand problem in China, which there isn't - they could just export to other countries. GM, Ford, Toyota and other legacy manufacturers are all trending down.
Gooo TESLA🚀🚀🚀🚀🚀🚀
What rubbish! 'Mixed" nope, beat on all metrics! FSD only has to be demonstrably better that humans and that is close now!
Yeah no, FSD robo taxi ain't happening with cell phone cameras. I see Ark has moved the goal posts with Tesla to 2024 for a custom robo taxi. Elon him self said Robo taxi is a model 3 and one button to wake up the fleet. But then again he just told a courtroom you can't take anything he says seriously so . . . .
It's a no brainer, if you install a home solar and battery storage setup you then have with your EV FREE unlimited milage, consider how much you pay in gas each year but with this type of package you not only save the cost of gas, save the journey to the gas station and you get free electricity to run your home saving even more money add it all up and work out when it all pays for itself.
That's fine if you only use the car for daily commutes (and go home everyday!)😃
@@jw999 Lets be generous and say you don't drive more than 200 miles a day then you have plenty left for comfort, heating, lights, stereo etc... and still all for free.. so a thousand miles a week for free...
@JW888 which is majority of people.
@@hawklord100 Yes, and let's say you wanna go somewhere farther once or twice a month... Then you'd need to fork extra to rent a gasoline car or even buy a second car.
@@JalapenoSteve majority of people occasionally go on longer trips
Tarsha is a true professional. Highly intelligent & always brings good discussion around Tesla. I think she is either missing a trick about Teslas Energy division or purposely downplaying it. Energy is going to be a huge in the next couple of years.
Leasing is probably the best bet in such a hot technical transition for cars. ICE manufacturers with heaps of debt are in a real problem with product that consumers no longer want and second users worried about continued support!
Let me parafrase, you shouldn't be worried about "Appels smartphone production, you should be worried about Nokia/Motorola/Blackberrys dumbphone production)"
My next phone, years from now when this note 9 falls apart, will be a phone with a physical keypad for talk, text, and email.
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Omg go Tesla...semi,3,s,x,y, batteries, chargers, solar, maga packs, fsd, robots, AI.
CYBERTRUCK
Love how Bloomberg takes a "half empty" approach to Tesla. They even used video of an old Model S being assembled. I get it that you do not like that Elon is not marching to your woke drummer, but give the man some shout outs for carrying the flame to transition to BEVs.
Tesla's vision is slowly taking shape. EVs are becoming cheaper and more mainstream. Not sure about autonomous driving though...
100% in TSLA Loooooooooong term 😎
Why is everyone in Bloomberg either speaking like a Britishers or an Australian..🤔😀 don’t they employ anyone from USA.😀
Didn’t mean to be racist but rarely see someone speaking like an American.😐
I'm Australian, they sound American to me. Who cares, as long as they are not Indian.
@@bikepacker9850 facts
TSLA cant save the rest of ARKs portfolio
📈📈📈📈📈🔥🔥🔥🔥🔥
Sure shows how the chattering Wall Street types just don't understand what they're seeing in Tesla. Like butterfly collectors presented with an eagle.
You would a fool not invest in Tesla!
NEWS FLASH: The economy class Tesla will not be robotaxi.
The ability to seat 7 is a requirement in most states, so the best you will get is Turo in most places if they waste the design.
5:20 is proof that these wallstreet guys cant do match
I want to buy a tesla, because its discounted
Me too, I ordered one two weeks ago, taking delivery within the next week. Good luck.
Crypto style pump & dump loading…
EV sales december 2022 :
🇧🇻=80%
🇩🇪=35%
🇩🇰=39%
🇸🇪=50%
🇨🇳=35%
= bye bye legacy ICE AUTOMAKERS 😄
Like Bitcoin, keep buying the dips. It will go back up.. 😂😂🤣🤣😅😅😅😅😅
It did go up. I literally made $200,000 off of tesla and still hold it. Original investment $25k.
it just feels like fsd won't be ready in 5 years. more like 2035 at minimum, like a dozen years. it's not like an operating system you can release with any bugs. it must be damn near perfect in order to be seamlessly integrated into society.
That's ignoring how fast machine learning advances lol Things that were impossible 18 months ago, are a reality now. Once the base software stack is figured out then it won't be long to train the software.
Bullish on Tesla, but I think full self driving is probably decades away. I hope I'm wrong.
@@ryansmithc I know but if such a large value of the company is stored in this one feature that needs to be 3 iterations of perfect... Let me put it this way. If it is released prematurely it will marr the entire ev culture. I lean bullish on Tesla if not just for it's meme volume then for it's software. But it's not just about the technology it's about all the risk surrounding this matter.
@@jeebydeeby That would imply that human drivers don't make mistakes at a higher rate and are "damn near perfect". Those who don't want this change to happen will allow it to paint the entire ev culture in a negative light. It comes with any new change.
@@ryansmithc I think we're making different arguments at the tail end of the same fact but ofc I'd love to see fsd succeed!
Charging $15,000 today for a future promise of full self-driving in the future is a huge mistake as it is many, many years away from being approved with no guarantee.
Elan himself has stated that Tesla has no future value without this capability.
What if the government determines that elon's repeated full self-driving, autopilot rhetoric is fraudulent?
What if level 4 autonomy approval, (not level 5), is 6 years away? What if the steering wheel cannot be removed even fifteen years into the future?
Do not be confused by the multitude of erroneous artificial intelligence 'News' presented by the media. True autonomy "seeing like a human being" in ALL conditions (Elon's goal) requires more than just data, it requires an evolving conceptual structure informed by data. That's why a team of human beings at Tesla constantly monitors and modifies the algorithms based on the data that's constantly collected. The hand-tuning performed by these people eventually has to be replaced by the intelligence of the system. This is what this "expert" appearing in this report does not comprehend.
Tesla made ARK to become a star.
Tesla is going to sink ARK.
Why does this women think everyone hates Elon. Anyone who is not threatened by the fact he is straight, white male and one of the greatest human beings to ever live, loves him.
Cut the BS please. One of the greatest human beings would not spread lies and false narratives that divide people or stand in opposition to his goals of a sustainable future. He's become more of an entertainer than a genius, lately...
@@muhlor tell me who you consider greater. His achievements make your efforts in life pale in comparison, that it where you hate comes from. Get over it he is a much greater man than you.... And me.
@@bikepacker9850 1. I do not hate him. He made me good money. But i am not as stupid as to worship him like a god neither. He clearly tells BS to profit off of it.
2. I don't claim to be GOAT human being, so why do you even tell me that He achieved more than us? Where's your point?? Ofc billionaires achieved more than you and me i life. That does not make them perfect humans, just great entrepreneurs who know how to play the game called capitalism. Grow a brain, jeez...
Rational people can appreciate his positive achievements while also disliking his recent actions that have caused damage to the Tesla brand.
@@JRP3 what's specifically are the recent actions. Be rational.
Boring more of the same rolled out nonsense just because they are long Tesla when it's obvious they are grossly overvalued
Big Auto is in big trouble. Their business is shrinking and so does their value. Ford just announced yesterday that they are cutting 1/4 of jobs here in the german plant in Cologne. Meanwhile Tesla keeping the #1 spot when it comes to EVs, a disruptive tech in the auto business, still on their trajectory of 50% growth annually with outstanding margins. You have absolutely no clue, sorry.
@@muhlor I'm.sorry but you are a total idiot. You probably are one of the many bag holders that I sold my stock to lol. I am an investor, I am not a member of a cult and have no desire to be. Your foolishness defy reason.
@@PureBadBreath Fascinating how argumentatively strong guys like you are. All you clown said so far was emotional garbage instead of facts and grown up arguments like i delivered to you. But yeah... i am the idiot here, i guess.
@@muhlor fascination that a guy can be so easily riled. You came to look for an argument because you have little else. Enjoy my bags and keep holding those losses.
@@PureBadBreath still no factual argument, but even more emotional trashtalk. Keep proving me how much of an investor you are. Investor my a** since you did not even come up with a single metric/ number. What a loser lol! P.S. i don't hold losses since i invested in 2019. Try harder, Buffet Jr.
Tesla has to get rid of Musk. The company is becoming further damaged each day.
That is an insane comment, IMO. If you don't care for his politics... fine, but you can not deny that he has been the guiding force to make the company what it is today.
Lol🤡
Who in the world is capable of doing what elon is doing? Leading several companies at a same time growing 50% annually it's not for everyone.
Lynda Korner oh ya get rid of the man who built it....that makes alot of sense 😆.