E49: Tesla's Robotaxi Event - 10/10 or Flop, And Should You Buy, Sell, Or Hold?
Manage episode 445139669 series 3589623
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
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