Ross Gerber on Youtube with Young Investor:
- Values TSLA at $1000 within 2 years (once both Berlin and Austin are running)
- Valuation excludes robotaxi
- Expects Q1 miss
- TSLA insurance arm basically acts as a broker and will be a profitable revenue stream
- In no one's analysis but can have huge value: Tesla's entertainment network (ie. Zoom integration, food ordering, entertainment apps)
- Thinks Cybertruck will be more of a challenge than Semi due to new process
The rant on Mach E is funny.
- "Gordon hasn't gone down to a Ford dealership to buy a Mach E"
- "One of the hardest things I tried to do is to try and buy a Mach E. The guy at the dealership literally tried to talk me out of buying one."
- "This Mike Levine guy is a MURDERER of the environment."
Even the 13 year old is mocking this Jordan Gordson 0.1 star analyst. "No I don't read his research, I just like making fun of it...endless entertainment."
On Lucid: Good company, car, but they need to make one. Not convinced that scaling will be easy for them. Best position of the upstarts to scale due to battery expertise.
On Fisker: Trying to do a deal with AAPL. May have problems scaling. Some of these legacy automakers are cocky thinking the hardest part is making the car (and not the electronics).