Home Creators Posts Import Register Favorites Logout
haven't archived this post yet. have a subscription? use the importer!

Content

(Ad free, Early release for Patrons)

Part 2 of my interview with my friend, the CTO and cofounder of an AI-Intensive, fast-growing Greentech company. She is extremely bright, planned 10 years ahead and more importantly - being CTO of an AI Company knows where AI is heading and has unique insights on AI and on Tesla

In Part 1 she described how transformative AI Day should be, how she sees Tesla growing to become CHOAM, the largest company in the world by far, with an absurdly high stock price. Whether you're invested in Tesla or still wondering whether it's too late to buy Tesla shares, you really should watch Part 1 - https://youtu.be/BMIL_xENEfg

This video starts where Part 1 ended by continuing AI Day Highlights - and then takes a sharp turn and dives into Tesla's RISKS.

As an investor in a company I love, it is highly important for me to balance my bullishness and optimism and also know which risks might lie ahead.

My friend doesn't even go into technical risks, because anything technical (such as problems with 4680s) she trusts Tesla to solve. It's other things she is worried about.

That being said, she is still highly bullish on Tesla and she and her colleagues are investing in $TSLA stocks like mad. Despite the risks... Tesla is going to the moon!

Risks are important to acknowledge but despite the risks, I purchased more $TSLA during this week's dip, and so did my friend.

Files

Previews only

🌟Tesla Stock Risks - AI CTO Part 2 | Ad free, Early access for Patrons

Part 2 of my interview with my friend, the CTO and cofounder of an AI-Intensive, fast-growing Greentech company. She is extremely bright, planned 10 years ahead and more importantly - being CTO of an AI Company knows where AI is heading and has unique insights on AI and on Tesla In Part 1 she described how transformative AI Day should be, how she sees Tesla growing to become CHOAM, the largest company in the world by far, with an absurdly high stock price. Whether you're invested in Tesla or still wondering whether it's too late to buy Tesla shares, you really should watch Part 1 - https://youtu.be/BMIL_xENEfg This video starts where Part 1 ended by continuing AI Day Highlights - and then takes a sharp turn and dives into Tesla's RISKS. As an investor in a company I love, it is highly important for me to balance my bullishness and optimism and also know which risks might lie ahead. My friend doesn't even go into technical risks, because anything technical (such as problems with 4680s) she trusts Tesla to solve. It's other things she is worried about. That being said, she is still highly bullish on Tesla and she and her colleagues are investing in $TSLA stocks like mad. Despite the risks... Tesla is going to the moon! Sections: 00:00 Intro AI DAY HIGHLIGHTS 04:33 What in AI Day struck her the most 07:47 Dropping Lidar and Radar 08:31 Tesla's AI techniques 11:23 Will Tesla make their chips? 13:55 Chip production Moonshot 15:10 Dojo 16:55 Tesla as a company TESLA'S RISKS 17:33 Intro to Risks 18:33 Herbert Diess as CEO 19:08 Thoughts about Elon 21:16 Elon's Twitter 21:33 Biggest asset = Biggest risk 24:00 The Gigafactory Berlin Fiasco - A. Armin Laschet 25:00 The Gigafactory Berlin Fiasco - B. The water issue 27:10 Tesla's PR department 30:09 PUBLIC OPINION IS IMPORTANT 30:30 Why not take credit? They did all the work! 31:21 WHY Public Opinion is important 32:44 Regulators and politicians HOW POLITICIANS CAN MESS WITH TESLA 35:30 Denying GF Berlin permits 36:35 Delaying GF Berlin permits 37:31 Western Governments can Inflict Pain Too! 37:50 Delaying Robotaxis 40:54 Effects of delaying FSD 43:52 Converging on Risks 44:56 MY OWN TAKE ON IT 45:10 My take on AI Highlights 47:16 My take on Tesla risks 53:55 What's next? 54:56 Teaser from next video WHAT DO YOU THINK? Let me know in the comments. If you liked this video - PLEASE share/tweet/post it or smash the LIKE button. This really helps the channel growth and will help me make more time for additional deep dives. If you did - huge thanks 🙏, you're amazing! But if you didn't but are here reading this - you're awesome too! Really! Other Tesla investing videos: Gordon Johnson, the Real Story - https://youtu.be/cBqh3WqYon8 Tesla's Secret Army - https://youtu.be/6HyJDno7Mf0 Tesla vs Apple Ecosystem - https://youtu.be/CaL6S2z90A8 Business Moats vs Pace of Innovation - https://youtu.be/fEYJrixcn6I ______ PATREON: https://www.patreon.com/connectingodots 🙏 TWITTER: @ConnectingODots https://twitter.com/ConnectingODots Disclosure: Not investment advice, use for entertainment purposes only and I am long $TSLA stock #Tesla, #TSLA, #InvestingTesla, #InvestingTSLA, $TSLA, #Investing,

Comments

History Ho Goolia

1. The cussing bleep is 2x - 3x too loud. I thought my car was giving me a dire warning! Even silence is better than too loud.

History Ho Goolia

2. I’d love some voiceover on your on screen notes about the election in Germany and others. Can’t wait for part three! So good.

Connecting The Dots

Wow thanks! So good to get this feedback, doing it myself I never know whether it's good or not. (TBH while doing the narration I cleaned up her words a lot just so I could avoid more beeps. For example "how regulators could mess tesla up" - pretty clear what she really said 😃