Tesla lower priced car model and solving FSD this quarter will massively pressure other car makers over the next 2 years. I have a video below of the problems this will and weakness of BYD and china car companies and the tiny size of the robotaxi companies. BYD is... probably unprofitable now. Definitely its EV business is unprofitable. Claimed profit margin 4% but 275 days to pay suppliers. Likely 3% interest charges being avoided. Tesla launching a 20-25% lower cost model would be $24K China start model 3 (yuan 185k) US $34.5K before $7.5 credit NOW $31K China start model 3 (yuan 235k) US $42.5K Model 3 before $7.5 credit $36K China start model Y (yuan 264K) US $49k Model Y before $7.5k credit Average Price US Cars $50K Average Full size pickup $64K Average Used car US $25K With tax credit and US made interest deduction on car loan, Tesla $27K after credit is about price of an average used car. Far larger TAM in china where it is mostly lower priced cars. A lot of pressure on BYD, Xiaomi, Nio, Li Auto and other china car makers. Pressure on legacy auto who are already losing car sales and market share. Volkswagen dropped about 10% in cars sales in China and profits declining. Tariffs of 10-25% also cause problems.show more

Waymo, Apollo go and the other robotaxi companies are tiny and their Lidar supply chain is tiny. TESLA Over 1000 Robotaxi will be bigger than Waymo. Weeks or months after the June Austin launch. TESLA Get over 5000 Robotaxi Bigger than waymo and apollo go and other china makers. Over 20,000 paid miles per year per car. Biggest robotaxi company in paid miles by end of 2025 easily. Activating the whole fleet will make Tesla as big or bigger than Uber. If it becomes popular for everyone to become part of the Tesla robotaxi network, there would need to be 1+ million sales or monthly subscriptions for FSD. An extra $8 billion or $1.6 billion per year recurring.

Likely only have annual robotaxi grade lidar production of about 20,000 per year. Need 5+ for a robotaxi. Only 1.5 million lidar cars with ADAS (advanced driver assist). @FredaDuan

$2000-5000 for LIDAR for ROBOTAXI Make it work like Tesla and then charge for it OTHERS TOTAL COST - $10000 to 25000 per car, just hardware not installation, software and R&D costs. TESLA FSD $2000 hardware and $8000 software

DeFi’s momentum is just getting started. BTC staking is poised to become a $12B industry by 2025. Ethereum L2s are proving their profitability with skyrocketing gains. AI-powered tools are redefining the way trades are executed. The future belongs to those who stay ahead of the curve. What’s your top pick for the next big leap in DeFi?

Only 1% of LIDAR are robotaxi grade lidar. 5 are needed for every LIDAR using robotaxi. 1.5 million total LIDAR in 2024 are mostly inferior ADAS grade LIDAR.A $25K Tesla and unsupervised robotaxis are coming fast—and BYD, Xiaomi, and legacy auto won't keep up. With BYD’s 4% margins a sham (thanks to 3% dodged interest and other non-GAAP accounting), Tesla’s cheaper EV and 5,000+ robotaxi fleet by 2025 and one million tesla robotaxi network in 2026 in will dominate. We break down the numbers, the supply chain, the tech, and the tariffs hitting China’s carmakers hard.

Love your work dude

Hi Brian. See you have a $2,500 stock price target for 2027. What is it for 2030? 2032?

Problem is, Tesla is blacklisted in most of the civilised world. Who wants a car that people want to smash? Musk blew up the business.

Likely BYD will be subsidized by the Chinese government. Tesla will not be.

Amazing how even the illustrious @nextbigfuture can’t seem to jawbone TSLA up. It’s like there’s…something…deeply, deeply…distressing…weighing it down. If only someone could figure out what.

Nope. Majority of thw customers don't wanna buy a Nazi car, doesn't matter what it can do or how much it costs