Full video here:

Right when I think I have a good argument. I get slapped back with these compelling, well-articulated, convincing counterarguments.

- All I Knew

You need to chat with @farzyness Joseph. Would be a great conversation.

Did you quantify these things? If so: 1. 2023 delivery estimate? (I'm at 2M, 'unlimited' demand is a bit of a strawman) 2. Manufacturing: Auto Gross Margins ex-credit gap not relevant? Takt time difference VW mentioned this year? Tesla Fremont output > GM+Toyota output, etc.

Really valuable video, easy to debunk those arguments by any Tesla savvy but it's good to hear opposing arguments

Isn’t it FSD “Beta” though 😉

Joe it doesn’t matter man you were not down when the company was really risky losing money couldn’t get its next gen product off the ground (model 3) if you couldn’t understand it back then you probably never will we good $TSLA

Very poor video from one of my favorite youtubers, of course there are some points that I agree with you in the short term!I think you could have done much better than this, at least for the ones that look for opposite views that can defy our knowledge about the company!

While you can find few similarities, if you would try you would see even more differences. E.g. debt on balance, gross margins as result of completely different level of vertical integration, own retail, service, charging, software core competency etc.

Thank you for the breakdown. I believe the wildcard for Tesla - at least as far as their growth and margins are concerned - is in their energy management/storage department.

Hi @joecarlsonshow , IMHO you are right that there is risk regarding $TESLA investment, of course there is! What I think is funny is that you let, tesla energy, supercharger network and optimus out! You compare Ford vs Tesla production, what about net/gross margin?