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E49: Tesla's Robotaxi Event - 10/10 or Flop, And Should You Buy, Sell, Or Hold?

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Manage episode 445139669 series 3589623
Conteúdo fornecido por Krzysztof and Luke. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Krzysztof and Luke ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Vaporware or Vision? We dissect Tesla's 10/10 Cybercab event (that's a date, not a score!) and debate if it lived up to the hype. Was it a Muskian inside joke at shareholder expense? We tackle the tough questions:

* Did Waymo already beat Tesla to the autonomous driving punch?

* Why wasn't Optimus the AI breakthrough we hoped for (and why it might not matter)?

* What are the likely real economics of being a robotaxi shepherd? Is it the cash cow Musk claims?

* And ultimately...how much $TSLA should you own after this reveal?

Tune in for our no-hype analysis!

Segments:

[00:00:00] Introduction

[00:01:58] Luke's Pre-Event Predictions

[00:05:46] Has Waymo Beaten Tesla To The Punch?

[00:11:16] How Much Tesla Should You Own?

[00:18:57] What Was Good About The Robotaxi Event?

[00:25:29] Is Musk Making An Inside Joke At Shareholder's Expense?

[00:30:32] What's A Ride In The Cybercab Actually Like?

[00:32:37] The (Likely) Economics Of Cybercab Ownership

---
Please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
If you're enjoying the show and want to support us in creating even more valuable content, head over to patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle. Find your investing animal and show us some love.
If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1.
If you want to use the same portfolio tracking tool as Luke, check-out https://www.portseido.com/?fpr=lukehallard
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
x.com/7LukeHallard
x.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

  continue reading

133 episódios

Artwork
iconCompartilhar
 
Manage episode 445139669 series 3589623
Conteúdo fornecido por Krzysztof and Luke. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Krzysztof and Luke ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Vaporware or Vision? We dissect Tesla's 10/10 Cybercab event (that's a date, not a score!) and debate if it lived up to the hype. Was it a Muskian inside joke at shareholder expense? We tackle the tough questions:

* Did Waymo already beat Tesla to the autonomous driving punch?

* Why wasn't Optimus the AI breakthrough we hoped for (and why it might not matter)?

* What are the likely real economics of being a robotaxi shepherd? Is it the cash cow Musk claims?

* And ultimately...how much $TSLA should you own after this reveal?

Tune in for our no-hype analysis!

Segments:

[00:00:00] Introduction

[00:01:58] Luke's Pre-Event Predictions

[00:05:46] Has Waymo Beaten Tesla To The Punch?

[00:11:16] How Much Tesla Should You Own?

[00:18:57] What Was Good About The Robotaxi Event?

[00:25:29] Is Musk Making An Inside Joke At Shareholder's Expense?

[00:30:32] What's A Ride In The Cybercab Actually Like?

[00:32:37] The (Likely) Economics Of Cybercab Ownership

---
Please leave us a review on Apple or Spotify if our Wall Street Wildlife episodes have helped you become a better investor.
If you're enjoying the show and want to support us in creating even more valuable content, head over to patreon.com/wallstreetwildlife. Your support will help us research, learn, and bring you the best insights from the investing jungle. Find your investing animal and show us some love.
If you want to see our furry faces, this podcast is also available on YouTube at https://www.youtube.com/@WallStreetWildlife?sub_confirmation=1.
If you want to use the same portfolio tracking tool as Luke, check-out https://www.portseido.com/?fpr=lukehallard
You can find more episodes of the podcast at ⁠⁠wallstreetwildlife.com⁠⁠ where you can also get our "10 Laws of the Investing Jungle" free PDF download, and you can follow us at:
x.com/7LukeHallard
x.com/7FlyingPlatypus
Wall Street Wildlife is also on Instagram @wallstreetwildlife.
---
Fed up with the stock market giving you a hard time?
- Invest like seasoned pros with over 40 years in the game
- Discover the world's leading companies
- Sharpen your best investing practices and ditch the worst
- Learn how to start investing
- Essential investing principles to boost your returns
---
investing in stocks for beginners, stock trading for beginners, stocks and shares for beginners, investing 101, learn how to invest, stock market for dummies

  continue reading

133 episódios

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