The Disruptor of The $4T a Year Auto Sector Has Just Begun: A Short Summary of My Tesla Conviction

0:00 Introduction
0:20 Stock price is insanely low
0:40 Simple analysis of the Tesla cash machine
8:20 Why my "simple analysis" is way too conservative
10:58 Why I did not like Tesla for a long time
12:10 Why my early rejection to Tesla is a good sign a revolution is brewing
14:58 No More Gas Stations
16:10 10x cheaper per mile - A look at the math
17:20 Peter Thiel and Zero-to-one philosophy
19:55 The Million Mile car
21:30 Tesla is a student of disruption
24:35 Elon Musk is a software guy
27:17 How many moving parts: 10-100x fewer
28:39 Tesla + Solar: early days (SolarCity), inevitability of solar energy
33:44 Charger theory
37:08 Car performance will attract "sports car" folks
39:00 One single car for the world; The Iphone Company / The Model Y Company? (analogy)
40:20 Looks may be polarizing, but people still buy Minivans (humor)
41:00 Governments just love giving incentives to electric car companies!
41:50 Tesla: The Brand of Gen Z / Millenials
45:45 Insurance + Entertainment
48:00 Competition and China: Teslas are consumer electronic items
51:00 The Competition will come from Chinese EVs
53:29 My chief concern for Legacy Auto: their balance sheets
59:29 Key Risks
1:04 Like and subscribe, thanks!

In this video, I provide a short summary of my conviction in Tesla. In this analysis, I most likely forget a lot, but I try to give a general idea of where this company is headed and its disruption potential. I have not always been a Tesla bull, but I explain why I changed my mind about 3 years ago. The company is way too cheap. I first begin by looking briefly at the financials, and then explain my conviction by addressing key questions on the Tesla thesis. I have spent probably 1000 hours studying Tesla -- the company is fascinating -- and is redefining the way business is done. Tesla, in my view, is the ultimate embodiment of what it means to be a "Zero-to-one" company. Converging exponentials are turning this company into a black hole capable of absorbing much of the auto sector, in my humble opinion. I conclude the video with some risks. I really enjoyed recording this!

[javiergatica]

Fantastic video! Watched all the way through and there was not a single moment in which I was not engaged, very entertaining! Keep it up!

[jeffkessel]

Great video. Do you like nio as well ? I have heavier Tesla but looking at small nio stake

[JG-kjxj]

This is an exceptional analysis! Highly compelling from start to finish. There is no way that was an hour, it FLEW by! You made so many striking points and it is glaringly clear that Tesla is the future. We are indisputably entering a new paradigm. I look forward to more of your insightful Tesla commentary—especially in relation to other innovative companies. Brilliant work! Thank you!

[johnwurts]

Great Video. Hope to see many more Tesla related Videos from you in the Future.