Here's why one analyst thinks Tesla is 'Apple-esque'

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Jed Dorsheimer, global head of sustainability research at Canaccord Genuity, and CNBC's Phil Lebeau join The Exchange following Tesla's shareholder meeting yesterday with their outlook for the stock. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/2NGeIvi
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Опубликовано:

7 окт 2021

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Комментарии : 423

@cordovalark5295 2 года назад

"Are they going to take over the pickup truck market? No." Bookmark this and come back in say 2 years.

@sam8307 2 года назад

+Cordova Lark exactly!! If Phil LeBeau knew what he was talking about he would be worth hundreds of millions and wouldn’t need to work at CNBC. The man is a simpleton at best.

@rui569 2 года назад

probably not, but...

@joaquinc.9913 2 года назад

Perfect statement. Cyber truck will destroy the pickup world. People don’t understand disruption until after it happens.

@kitikwai 2 года назад

Market share is misleading because the EV market is getting bigger at the same time.

@HDPambag 2 года назад

yeah no idea why everyone talking about market share :D Profits and margins/forecasts are more important.

@Mantraflip 2 года назад

The bigger the market the better, tsla will remain #1 BC unassailable lead & innovating at a faster pace. Bigger the market the faster ice falls, time to order your solar roof and power walls!!!

@timshort9692 2 года назад

Thank you!!!! Finally someone who understands math. Most of the analysts and the business new reporters either don't understand this or are reluctant to accept it. It's absolutely pathetic. Their reports won't age well.

@obiang24 2 года назад

True

@davefroman4700 2 года назад

If Tesla was going to have problems with market share it would have happened in Europe and China where they were actually LATE to the game because of a lack of volume. And yet the model Y is outselling everything in Europe now. It will only continue to dominate as Berlin comes online (Which will be a step change in efficiency) that will cut the costs of manufacturing and shipping the cars from China.

@user-ow1bn6qv8q 2 года назад

Tesla IS having market share problems in Europe though. They only captured 7% of EV sales in Europe in the first half of the year. VW Group (VW, Porsche, Audi, Skoda) are dominating the European EV market with 25% market share. VW grew pure battery EV sales 259% YoY in Q2 and will have 400-500k battery EV sales for the full year 2021 with another 500-600k plug in EV sales for the full year 2021. VW is forecasting 1M+ EV sales for 2021. And they're planning on completing 2 more "gigafactories" of their own by 2025 (the first next year) with 6 total by 2030 that will ramp their sales even more than they already have. They are on their way to vertically integrating building their own batteries in the same was Tesla is. The thing is that other manufacturers have multiple offerings and Tesla only has the 3 and Y so when you look at sales by MAKE they are leading when you look at total sales by manufacturer they aren't even in the top 5 in Europe.

@ocampbell1954 2 года назад

@T C LOL at Rivian and Lucid. I think ya'll don't understand scaling. Not to mention who they hell is going to pay for those overpriced brands. For what you pay for a Lucid, Rivian, etc you can get a high end Tesla which has better specs.

@edwardd.484 2 года назад

@@user-ow1bn6qv8q 2025 is 4 years from now. Thats a lifetime in innovation. 4 years ago, Tesla didn't even have the model 3 lol. 4 years from now, Tesla will be delivering 4m cars/yr.

@user-ow1bn6qv8q 2 года назад

@@edwardd.484 VW is delivering 1M+ EVs THIS year 2021. That’s 400-500k battery EVs and 500-600k plug in hybrid EVs. It has already transformed existing production facilities into EV facilities. An advantage they have over Tesla is they build 10M cars per year so they already have the global facilities required and can simply modify existing ones. That’s how they’re producing 1M EVs this year. They have plans for even more new facilities. They are building another dedicated battery factory to make their own battery packs NEXT year 2022 with a second by 2025 (4 more after that). VW has stated they will be the worlds #1 pure battery EV supplier by 2025. Anyway it’s not a winner take all game and it’s not Tesla vs VW. It’s Tesla vs everyone. The market will remain highly fragmented and traditional auto makers collectively will keep a vast majority of the auto market after the transition. 70-80M vehicles are made each year Tesla isn’t going to capture the whole market.

@edwardd.484 2 года назад

@@user-ow1bn6qv8q plug in hybrids dont count. They are gas infrastructure and manufacturing. Just look at the VW CEO saying how far they are behind Tesla. Everyone seems to understand but you... and short sellers. But keep it up. Keep doubting the disruption. Please bet against Tesla.

@ramonbenito9840 2 года назад

When you buy a Tesla, you buy a car, a phone, and generator. You may never have to line for gas. You are protected by the safest car. it can part itself and it can be summoned. It's very practical and you'll be happy using it. You can even earn with it and help you in a heart attack.

@quantomic1106 2 года назад

I've been hearing this "real competition" from CNBS since 2016.

@mikafiltenborg2291 2 года назад

I'm still waiting for the Tesla killer and "competition is coming for Tesla" 🤣🤣🤣🤣🤣 Still waiting.... 😃😃🤡

@zaydevans2077 2 года назад

Bmw we’re meant to have this 55k 400 mile range sedan that would crush Tesla in 2022. Hasn’t been discussed since it was announced in 2017 as far as I can tell

@Sixfigas 2 года назад

They’re coming. If you think Tesla isn’t going to have to see the Mercedes-Benz, BMWs, and other legacy automakers you’re out of your mind. Tesla’s quality control is what’s going to hurt them because they still seem to be comfortable selling subpar products. That’s not going to work once the legacies get going.

@alb.1911 2 года назад

🤣

@typhoon320i 2 года назад

@@Sixfigas you have a lot of faith in legacies (who have become incredibly complacent with no competition in the last 80 years)

@Kerpaltheballer 2 года назад

Proud to own 1100+ shares. No rush to sell. See y’all in 5 years in Hawaii 😎

@Mantraflip 2 года назад

Yeah Braddah 🤙🏼

@EE_E38 2 года назад

Nice! If only I had a time machine

@bnmbg731 2 года назад

Wow

@SigXman 2 года назад

Still pondering about Tesla? I've already built up my shares. Still adding. Y'all late to the game.

@trungtpham 2 года назад

Tesla's market share is under pressure? The context, the false narrative continues to be wrong...as if it's intentional; who cares about 63% of a 2% slice of the personal vehicle pie? When the ceiling for growth is that high, why is the illogical, inexplicably obsessive focus on the share of the little slice? Think about it; would you rather maintain / have 63% of 2% (1.26% of the total pie) or 50% of 10% (5% of the total pie). Add to that the fact that any increase in share is accretive to Tesla's top and bottom line while that for ICE manufacturers is negative, you may see the magnitude of the false narrative...and the potential explanation for its intentional manipulations. You are either foolishly manipulated or a willing accomplice. Either way, for your own sake, stop propagating the narrative. It's unethical and should be illegal.

@HDPambag 2 года назад

masket share is not everything. market share of the Profits is more important. VW still makes no profit with evs so far.

@Mantraflip 2 года назад

It’s cnbs, but actually getting better than it was. (Phil is coming around) What will leasing fsd to ice oems and opening chargers to all evs do to margin? I love building an install base and stable & growing recurring revenues (isrg). I love apple’s ecosystem. Elon’s open sourcing the recurring revenue channels, oems might take him up on it, of course he has tried to give them the patents in the past. (“Our competitive advantage will be manufacturing”) Edison + Rockefeller = Elon. Game, set, match! The competition will lose money and cannibalize them selves, that’s the competitive pressure that going up against Elon’s unassailable engineering lead & pace & margins. How can Kelly keep asking these questions & make these statements??? It’s CNBS

@meditationnostalgia7136 2 года назад

Market share 63% at 2% EV penetration, vs 30% at 20% EV penetration. Which is better

@mok822 2 года назад

126 vs 600 xD

@mickeymcintire7621 2 года назад

🤣

@ivyli4956 2 года назад

In future Tesla’s Market share goes down BUT its number of car sales goes way up

@jasonsebring3983 2 года назад

It's dramatically more significant than Apple. Tesla will dominate the entire globe in energy, transportation and eventually manual labor, automating and streamlining these sectors beyond what we can imagine today.

@xavierjeannis 2 года назад

Manual labor? Lol Tesla could be a stable coin if they are on the right side of things

@jasonsebring3983 2 года назад

@@xavierjeannis Tesla Bot is in the works which is a humanoid robot being specifically designed to do mundane tasks, aka "manual labor".

@user-ow1bn6qv8q 2 года назад

Well Apple is getting into the EV business too if you haven't heard. They have the global cult and device ecosystem already in place. They have arguably some of the best hardware manufacturing skill, battery technology skill, software skill and AI skill to succeed at it too. In fact everything they do now translates incredibly well to the space. Software and hardware integration on a massive global scale. Massive manufacturing and distribution, etc etc. Sure they're "behind" but EV sales are still in their infancy and they have plenty of time to get in the game still since EVs only represent 2.5% of US auto sales this year. They know how to scale up massively and quickly.

@xavierjeannis 2 года назад

@@jasonsebring3983 yeah but besides excavation n demos is there really a job we need them for right now…. That’s a corporate tool they want cause they still wanna try n build a wall of money even tho they think it loses value

@xavierjeannis 2 года назад

@@user-ow1bn6qv8q they should buy a movie theater to go with Apple TV first iPhones not going anywhere

@torgnyandersson403 2 года назад

"Gasoline is so expensive right now", awww, Americans are so cute.

@odisy64 2 года назад

It is, im paying up to 4$ a gallon.

@Mantraflip 2 года назад

Just makes TSLA cheaper

@JeremyHamaoui 2 года назад

@@odisy64 so cute as he said. 1.85$ per liter in France or 7$ per gallon. And we are all impacted by your overconsumerism in the last 70 years with Climate change now.

@nurulqwe 2 года назад

@@JeremyHamaoui That's cute. Try $16 a gallon in the UK.

@odisy64 2 года назад

@@JeremyHamaoui oh you live in France, i bet you have a city within an hour drive of yours. i live in the US and i have to drive 120 miles to get to work. unlike you Europeans, we drive more and consume more gasoline. Europe is responsible as well, Europe consumes more than the US but the biggest polluters are still china and India because they take so little measures to reduce emissions, meanwhile i have to pay for plastic bags at the grocery store.

@supersmashedbros 2 года назад

this has been one the biggest reasons tesla is my top conviction along with microsoft. The tesla brand is amazing, people see a tesla and think damn that car looks nice. Everyone I know would love a tesla, and the first electric vehicle you think of is Tesla. Just like how people were lining up at apple stores for the new products, people are backed up for months or an undisclosed amount of time waiting for a new Tesla. The valuations are a little crazy right now, and it could very well have a crash. But if it does i will put all of my new investment money into it and never look back.

@tobieaina 2 года назад

Tesla is largely speculative right now, no real value as an investment. We'll see whether they can make EV cars better than everyone else.

@Random_Einstein 2 года назад

@@tobieaina lol

@ryansmithc 2 года назад

@@tobieaina Why would VW executive team hold an emergency meeting about Tesla...if it wasn't a threat? 25% margins, 3x faster assembly speeds , industry leading kwh per km, more vertically integrated, giga presses & etc. Not only do they make EV cars better, but they make it at a higher profit margin than anyone else. You clearly don't know what is valuable and what isn't !

@monsterous289 2 года назад

Lifestyle truck? Cybertruck has better specs with more utility and toughness than Ford Lightning and the rest

@mr.anderson70 2 года назад

Why do you say that! Just because it's bulletproof and can haul 14K LBS? \../ \../

@monsterous289 2 года назад

@@mr.anderson70 Users don't have to worry about scratching paint off or denting. It can carry twice the weight (3000 vs 1500) in it's bed, which is also 6.5ft compared to the 5ft in the Lightning. 500 miles vs 300 is huge for multi-day electrical tool site work. Bed can be closed and locked without needing to buy an aftermarket top which can be broken into easily. I can go on

@r.o7897 2 года назад

Why would you say that, just because it is bulletproof, hauls 14 K lbs, the quickest and most powerful and will have the longest range of the three. And cheapest for the specced out model.

@mr.anderson70 2 года назад

@@r.o7897 Not even factoring in Hail proof or the fact it will be full self driving. Maybe even drop you and your Kayak off and pick you up downstream. Cybertruck is just pathetic and awful. Boo...(ordered one or two) Boo......

@r.o7897 2 года назад

@@mr.anderson70 I need and want a Model S plaid, and a Cybertruck trimotor wrapped in titanium black.

@shepherdsknoll 2 года назад

There isn’t any competition. Tesla makes the equivalent of an i-phone everyone else makes flip phones. Boomers won’t get it but if you are 50 or under it’s the only car you want.

@raymondschembri5042 2 года назад

Wrong, Im 64 and drive a M3 and have nt got aclue how to operate a computer . Thas why I domt oen one.

@Torrinbirdy 2 года назад

Nope, I’m 51 and I will only buy Tesla cars from here on out.

@shepherdsknoll 2 года назад

@@raymondschembri5042 , don’t worry I’m 70, some of us “get it”.

@paulmcgreevy3011 2 года назад

Boomers get it. Boomers have more intelligent ones than the post boomers because they were taught how to think not what to think.

@R3tr0v1ru5 2 года назад

It doesn't matter how bad the competition is, it's still competition...

@mzeeshan6968 2 года назад

Phill was driving hummer EV looks like has good ties with GM…..might got goodie bag from GM…..we know why you said 63% will not remain same. Wait for berlin and texas opening and few more fire in bolts, telsa will be 80% and you will test the new GM EV which will come in 2035.

@monsterous289 2 года назад

Current TSLA evaluation is already at a 2022 PE of ~30, how does anyone expect such an incredible company at a ~80-150% annual growth rate to be much lower than this

@yuichi6554 2 года назад

right?? absolutely insane growth despite the size of the company. This deserves a higher valuation... not snowflake

@L0CALDRUGMAN 2 года назад

Tesla might surprise earnings big im bull too.

@gordonjohnson2497 2 года назад

3.2B profit figure coming Q3.

@L0CALDRUGMAN 2 года назад

@@gordonjohnson2497 could be. Their manufacturing scaling will only improve the more they mke cars so profit will just scale up even if they invest a lot on R&D this will be more profitable than gm+ford together with smaller revenues

@user-ow1bn6qv8q 2 года назад

Tesla's PE forecast for 2022 is actually 135x not 30x. That's average analysts consensus.

@TheElectricMan 2 года назад

tesla is no apple and apple is no tesla

@mgdubya27 2 года назад

This just in from Phil LeBeau, the new factory in Berlin should help Tesla with sales in Europe.

@hayzukreesto 2 года назад

These shows always talk about "market share" in terms of just EVs and how Tesla will lose share over time. But the EV market is just an arbitrary fragment of the auto market, and Tesla's share of that market is growing rapidly. Their share of the EV market is only a reflection of how quickly (or not) other OEMs are substituting ICE sales for EVs. It makes no difference to Tesla what the power trains of their competition are, because either way, they're growing their share as fast as supply will allow.

@AudiTTQuattro2003 2 года назад

...you can lose market share, and still sell more EV's than the competition. Besides, at the moment, Tesla only sells sedans. There are many segments it will have to compete in, just like the other companies will have to too.

@davidradtke160 2 года назад

Market share of all cars…very small and increasing rapidly….market share of EVs, giant percentage slowly shrinking…it’s just a framing device.

@PhongNguyen-nz9kz 2 года назад

They need to make me an analyst, this guy still is wrong.

@Dalisu87 2 года назад

Tesla will be like that company in Wall-E that practically ran the world, hopefully not to the ground like in that movie.

@treat4Yu 2 года назад

Tesla will only progress because Total Ev cars is only 1% of total ICE cars. Their is a huge market, Tesla is improving their technology day by day. Many more cars to come, Cybertruck, ATVs, Roadster and many more giga palants to open. When Tesla produce a car of 25000$,There will be a huge market for that. And also their is huge market in Tesla Energy sector. As long as Elon is leading Tesla it will only progress, people with brain understand this, let the haters bark.

@deluxeh0 2 года назад

I’m very bullish. Took me 4 months to get my Y. Demand is insane!

@davewhite113 2 года назад

The demand narrative is skewed. They now have investment companies buying model 3's and Y's in bulk to resell to the suckers that don't want to wait.The sad part is that you can go to some of Tesla's delivery centers and get one by the next day. If you are in the USA, there should not be a wait at all, they have plenty of unsold 3's and Y's.The false demand narrative is to drive the stock price up, nothing else. Sorry that you had to wait.

@ryannguyen7466 2 года назад

@@davewhite113 Wut? what drugs you are on? I just back from test drive at Tesla center near SF and they only have 4 vehicles in the lot for test drive while the other technicians working on other customers Tesla.

@davewhite113 2 года назад

@@ryannguyen7466 Look at the data. they sell most of their cars in the USA in just 6 states Get outside of those 6 states, the demand is low and cars are available.

@nickmwansa5059 2 года назад

@@davewhite113 lol it's you again... Just where In world are you getting your data from?

@nickmwansa5059 2 года назад

@@davewhite113 give us the link man

@rtyertrt7876 2 года назад

Never trust the Texas electric grid

@danceintothefire2265 2 года назад

Why ?

@mwmatthews1 2 года назад

Sounds like a good reason to have solar and batteries.

@teslanewstonight 2 года назад

Which companies are killing solar energy storage?

@starshipcaptain4753 2 года назад

Here is all you need to know for your shares and more importantly our planet: 1) Renewable energy is on a major rise 2) Electric vehicles are on a major rise 3) Tesla's entire product line is about renewable energy or electric vehicles 4) Tesla's unrealized growth will be also from (AI, Software, Chips and Insurance) 5) Tesla is still in its infancy

@darkoleskovsek2558 2 года назад

What competition?

@Amuzic_Earth 2 года назад

Wow the end remark from the Anchor was a pleasant surprise. She must know someone who's trying to get his score to 100. She even ended it with .."at least to begin with". So, she also knows that Tesla will gradually bring down the requirement. And now I know why she was mentioning the solar/EV charging system at home, she has seen someone doing it. Point is, she is pretty aware of the EV life and currently mulling over taking the leap.

2 года назад

The lack of knowledge from the journalists regarding FSD Beta is astonishing

@Mantraflip 2 года назад

CNBS

@Dalisu87 2 года назад

Can’t believe that one can have a job reporting on Tesla and presumably being able to afford one and opting to not own one let alone their stock.

@hyperrabbit1710 2 года назад

Lol, Tesla is completing 2 huge factories and the competition just announced that they will START building their 1st battery factories. They are Soooo far behind.

@cordovalark5295 2 года назад

That and they haven't even started forming Software teams to support the EV's they plan to build. It seems legacy automakers, the most, think they can just build an EV and that is it.

@thomasaquinas157 2 года назад

Look at the 2-year chart and lop off the stock split bubble. What are you left with? A straight line up and to the right. That's the future.

@MarketScraper 2 года назад

Yes... retail knew this in a galaxy a long time ago.

@gsyn7570 2 года назад

Competition legs significantly, at least 2 years. Tesla will dominate the market for quite some years.

@pierrembadenhorstt 2 года назад

love my tesla

@Cybertruck_69 2 года назад

wow. need to re watch this. seemed unbiased.

@carl5438 2 года назад

Why are they so centered on FSD which is not the prime reason one buys a Tesla?

@teslanewstonight 2 года назад

The mainstream media is finally starting to open up about the greatness of Tesla. 🤖🧡

@pp2072 2 года назад

No comparison. Tesla can’t stop growing

@Mrbfgray 2 года назад

Say Tesla market share declines from 63% today to 40% by 2025, but the EV *market size* increases from 3% today to 20% in '25--that's a total growth of USA sales of 4X...not to suggest those numbers are likely to be accurate, but just to point out the obvious, market share and total sales are two very different things.

@creolerican 2 года назад

@4:35 Did he say.... There's an "Aggressive Marketing Campaign" going on right now at Tesla on non-EV? Tesla DOES NOT advertise.

@arigutman 2 года назад

Apple is going to come out with their Apple car and I do believe, just as Elon even admitted, we will have a real competitor to Tesla. However, Tesla lovers will remains Tesla and Apple lovers will remain Apple.. both of these companies will continue to lead us far into the future... Certainly invested in both!

@drant9324 2 года назад

Apple Car in 2030😂

@marioescalona1640 2 года назад

Market Share is the most talked and missunderstood topic (for the same reason) against Tesla. Lets put it in simple terms: Can Tesla deliver over 50% car YoY for the next one or two decades and STILL loose market share compared with Todays? Answer: Yes! - So you tell me: WHO CARES?

@longuzi 2 года назад

This 👆👆

@user-ow1bn6qv8q 2 года назад

I would guess share holders would care since Tesla is currently priced to take over the entire auto industry. Tesla's market cap of 777B is larger than Toyota (277B), VW (134B), GM (85B), Honda (55B), Ford (59B), Hyundai-Kia (50B), Nissan (20B), Renault (11B), Fiat Chrysler (25B) combined. Those top 9 auto manufacturers by unit sales sold 52M cars globally combined in 2020 compared to 500k for Tesla. Yet Tesla is worth more than all of them combined. Tesla HAS to keep their market share to live up to the growth baked into the share price currently. I think Tesla will continue to grow sales and analysts project 33% sales growth in 2022 and 22% in 2023. Not 50% since they have scaled up to a decent size already and you can't sustain 50% YoY for very long. However, the stock price currently has Tesla capturing 100% of auto sales. Sure energy and self driving cars could maybe justify it's CURRENT price well into the future (10-20 years from now)... big maybe.

@marioescalona1640 2 года назад

@@user-ow1bn6qv8q Good point however that is NOT the case if you consider ICE cars a dinosaur in extinction. So it will be even worst for traditional automakers as they has to carry a lot of debt and an infrastructure that will not help them in many fronts. So to me counting those 52M cars is meaningless as they’ll have to struggle year over year to sell those cars nobody will want them actually. Just my thoughts!

@marioescalona1640 2 года назад

Tesla is much more than a car company so his value even though high based on current production/valuation it is justified into the future capturing easy money from software development month by month by subscriptions. Also don’t forget Energy revenues, that is a sector been currently disrupted and Tesla is in the front as well. To me Energy is the sleeping giant in disguise.

@user-ow1bn6qv8q 2 года назад

@@marioescalona1640 Right but most traditional auto manufacturers are spending 10’s of billions to transition to EVs right now. In fact VW Group is on pace for 500k battery EVs and 500k plug in EVs this year. 1M+ in 2021 across all EV types. They hiked total EV spend in the coming years to 86B. Toyota announced they will release 70 EV models with 15 battery EV models by 2025! They’re quickly entering the game and know what they are doing as they were the original green vehicle with the Prius.. Ford just announced 30B spend this year on EVs. They’re releasing F150 battery EV in a few months with 130k preorders. GM is spending 35B through 2025. I wouldn’t underestimate the ability of traditional auto manufacturers to transition to EVs. They have the manufacturing chops to do it and they have deep pockets. VW has Ebitda forecast this year of 40B, Toyota has 37B, GM 24B, Ford 12B. We will see a more rapid transition now from legacy makers since governments are starting to Force the issue and require elimination of ICE vehicles in the next 10-15 years.

@shane5385 2 года назад

It was down because of the market

@imeldomarcos4126 2 года назад

Margin is more important. If you are applesque, you can charge higher prices.

@petra74 2 года назад

Shouldn't they talk about the charging infrastructure which is critical to the success of Tesla?

@nurulqwe 2 года назад

Tesla is building 25,000 super chargers a month.

@Literallyarealhuman 2 года назад

Except that elon has little intention of getting rich and more intention of releasing us from the grip of this government and it’s corporation homies.

@matmaism 2 года назад

These guys completely mis-understand Tesla's adv and marketshare dynamics. Exponentially need to increase supply to keep market share in a market that is growing at an insane speed, its not a vehicle vs vehicle trade. All this whilst being production constrained. Yes Tesla is winning hands down on quality, but its winning on price, nothing remotely in the same ball park as their offerings.

@anonymous-mj 2 года назад

Tesla winning on quality? Have you ever been inside a BMW, Audi, Porsche, Mercedes? The comfort and design of Tesla vehicles is subpar. That said, they do have a clear brand advantage in the EV space, and their innovation and EV production process is a few years ahead of the pack. And of course you've also got the self-driving wildcard.

@KimKim-hh7jf 2 года назад

Who is shepherd Smith?

@keg0562 2 года назад

Hey Phil can’t wait For ford and Gm Ev self driving !!!! But wait have you seen them! Ford Gm Etc etc = licencing self driving technology = 70 %margin in technology licensing

@keg0562 2 года назад

@@user-pz6mc2oj3f LoL

@Tom-yr6kt 2 года назад

He's super bullish but doesn't own one single share lol

@reggie2261 2 года назад

Is there any company close to Tesla or ahead in development of autonomous driving software ?….? Anybody’ ? GM ? Ford ? Google? Anybody?

@tek8874 2 года назад

Right?! Maybe in like a square space designated for the cars.

@christianhunter333 2 года назад

Waymo (Google) already has offered fully driverless taxi service for over a year now with no safety drivers. Compare that to Tesla's falsely named "full self driving" that requires you to always have a hand on the wheel and is getting investigated by the feds for running into cars parked on the side of the road. Plus Tesla stubbornly refuses to use lidar, it's looking unlikely that you can get fully autonomous without it and Tesla has barely even researched it. There's also Ford's Argo and GM's Cruise which are also way ahead

@MeMe-fw5ry 2 года назад

@@christianhunter333 ok buddy, I don’t see F and GM stock going to the roof because investors know F and GM are doom in 7 years.

@christianhunter333 2 года назад

@@MeMe-fw5ry don't get me wrong, Tesla has superior hardware, range, etc. right now. But basically everyone is years ahead in the AI and software for full autonomy

@nickmwansa5059 2 года назад

@@christianhunter333 you need to watch Sandy's review on blue Cruise lol and by the way these other guys use Geo-fanced technology which is nothing compared to solving the real world problems

@ga20904 2 года назад

Apple consumer base is the most loyal of any company in the world. If that Apple Car comes out in 2025 and if it is amazing and has a much better range than any ICE it's game over.

@mrd2500 2 года назад

Tesla to the gd moon

@producermogul223 2 года назад

Same as Apple car built on a touch screen and stores lol

@HassanWorld 2 года назад

Market share doesn’t matter that much when your “competitors” will be bleeding $ for years before EVa transition make sense for them.

@godzillamothra5983 2 года назад

there is no level 4 autonomous car? then you don't know about the driverless taxi they have in Shenzhen street today.

@paulmcgreevy3011 2 года назад

Tesla cranked up the battery supply a long time ago. The rest think they can just order them. Tesla makes money on EV’s the rest don’t. Tesla’s market share is going up.

@avaldes74 2 года назад

60% marketshare of 2 million cars is worse than 30% of 10 million so ... the neisayers will alwsys create a negative narrative regardless

@davoinshowerhandle3302 2 года назад

Mr. Musk when can I download a car.

@Torgrim5958 2 года назад

And the waiting time if you want å model 3 today? 3 months . Model Y 6 months.

@carl5438 2 года назад

Worth the wait. I waited and I 'm thoroughly happy with the purchase. My ICE car (BMW 5 Series) barely gets driven now.

@tmzz3609 2 года назад

A brand who has loyal customers but behave like a cult who doesn't car that the product is inferior?

@kbssbk6656 2 года назад

Competition 🤣🤣🤣🤣

@mwmatthews1 2 года назад

The biggest threat to legacy isn't even specifically Tesla, it's the albatross of trying to compete with their own dwindling ICE industries and keep those dealerships happy, while trying to ramp up production on a whole different product (EVs).

@golgothan 2 года назад

$TSLA Do you drive it... or does it drive you?

@xpengfangirl7942 2 года назад

exactly, apple and tesla, order now, while stocks last, thank you

@richardtanboosiang7925 2 года назад

Despite the financial crisis, this is still a good time to invest in Crypto as the market is favourable💰💱

@ambrociochiyo2094 2 года назад

A lot of people with high IQs are terrible investors because they’ve got terrible temperaments. You need to keep raw, irrational emotion under control

@kurklukepelton1675 2 года назад

How many millionaires do you know who have become wealthy by investing in savings accounts? I rest my case

@gigssloan745 2 года назад

Investing for today is priceless because tomorrow isn't promised, trading bit-coins, gold, silver and crypto secures a better tomorrow.

@lucasgwendolyn3638 2 года назад

It’s not how much money you keep, but how much money you make, how hard it works for you, and how many generations you keep it for

@gloriaskyes7630 2 года назад

Interesting, most people don't understand the market moves and tend to be mislead in facts like this and always depend on money in the bank. Very bad idea

@pneumaticdetach 2 года назад

if you believe Hype over valuation, sure..

@emmafuentesbaltazar8801 2 года назад

Godbless

@aassskkk 2 года назад

can't see how tesla is going to survive a few years down the line, they will be overtaken as soon as the mainstream car manufacturers scale EV production. tesla will have to do a deal to share their IP with other manufacturers. bottom line is that tesla has got ahead due to first mover advantage but they are no match for what's coming out of Europe and Korea

@alantan79 2 года назад

To be fully self sustainable and eco friendly you need to invest in a crazy amount into Tesla power walls, solar roofs, a Tesla EV and AI. That will be truly “Apple-esque”, like their the rule of three. Problem is does humankind have enough time to reach there before the climate fully implodes. Competition is only existent in the EV space but all other players lack the other two aspects of the ecosystem.

@danielpicone6002 2 года назад

No thanks Phil Lebeau

@thomastolster3934 2 года назад

She doesnt know FSD BETA is already out there being used. 🤦‍♂️

@tiknu7829 2 года назад

Just the margins of Apple are non existent.

@googlebanmetoomuch2601 2 года назад

If you mean they only have one product and one model, then yeah sure🤭

@williamthomas4729 2 года назад

I know 100s of people who want to own teslas. All waiting.

@dzerres 2 года назад

OMG, "market share", again. THAT DOESN'T MATTER. Tesla sells every car it can make and it will continue to do so. EVs are around 3% of "market share" so there's still 97% ICE out there that will convert to EV - has NOTHING to do with any manufacturer's EV "market share" is. Please get beyond this nonsense.

@cevoduck8776 2 года назад

DEAR CNBC "please don't evaluate Tesla as a car company".....e.g they are building an AI infrastructure,they have an energy business, they are going into robotics, might also be having a phone on the works since their car is a phone on wheels already, they might supply public transport through the striving boring company etc

@koshmary112 2 года назад

Everyone who works for CNBC were never optimistic about Tesla. That Phil guy have no clues about tesla. FSD beta is short of miracle of AI tech.

@atenrok 2 года назад

My first apple product was... oh wait... I never bought anything from apple 🤷🏻‍♂️

@Drotopia 2 года назад

I’m still waiting on the Apple car…..Someday. Legacy auto is already too far behind and Tesla is so much more than an auto company. Just wait until/if Nio and Xpeng start selling in the US

@marioescalona1640 2 года назад

As for FSD where is it question, the evidence in in front of your eyes if you are a little curious to research on how all technology development has happened in history on human kind but you need to have a brain with yeas to see it - obviously!

@starshipcaptain4753 2 года назад

$850 1 week later. Tesla might be Apple-esque but it will be worth 3 times more than Apple in 2 years. Come back and see this post in 2 years and give it a like.

@websurfer2344 2 года назад

@ Phil Lebeau: You know nothing....why do you pretend so much?

@bigd6267 2 года назад

This girl is just clueless. There market share will continue and the rest will eat crumbs.

@gordonjohnson2497 2 года назад

"No body keeps 60% market share forever". Uhhhh google? Uhhh facebook?

@glennalexon1530 2 года назад

Tesla is only 'Apple-esque" if ten other companies are about to start make iPads. Tesla sold a small number of cars when nobody else made EVs; are sales going to go up when BMW, VW, Ford, etc start making competitors? No.

@nurulqwe 2 года назад

BMW, VW, GM, Ford all have been making EVs since the last 5 years. The problem is they cannot mass produce, and sell every EV at a loss. Even VW the biggest auto maker has regular meetings in how to catch up with Tesla, because they can't compete.

@goingballisticmotion5455 2 года назад

Phil EV market share is not what matters. It's overall market share. They maybe losing in the former but gaining in the latter. Stop this EV market share canard.

@jonahansen 2 года назад

Apple-esque my derriere. Steve Jobs came out with products which were 80% successful; the only ones I can recall that didn't blast off were Lisa, and Newton amongst Apple II, ipod, ipad, iphone, Macintosh and more. Elon Musk has a hit with Tesla, but what about solar roofs, HyperLink, Neuralink, Boring company, etc. Someone should keep score.

@martiantv805 2 года назад

I’m over doubting Tesla Elon Musk keeps proving everyone wrong

@Sixfigas 2 года назад

I’m waiting on it to drop below $600. I’m not buying at any price higher than that.

@George-ps5 2 года назад

You’ll be waiting a long time 👊

@Sixfigas 2 года назад

@@George-ps5 I’m prepared to wait forever.

@keithlamontdavis8047 2 года назад

You're gonna regret that.

@Sixfigas 2 года назад

@@keithlamontdavis8047 lol no I’m not, Tesla isn’t the only company in the market my friend. I’m married to no company

@keithlamontdavis8047 2 года назад

@@Sixfigas They're the only company that's executing this well in the spaces they're in. Time will tell. If they become the largest company in the world and you stayed on the sidelines, raise a glass to me, the guy who said you'd regret not investing.

@BajaJake 2 года назад

👌🏿content ... 😠👎🏿Separd

@EE_E38 2 года назад

Get rid of that stupid outro! Why must it be put on every vid

@carlwahlstrom 2 года назад

Toyota will be beaten in a year at the same time as Tesla passes VW as the biggest car manufacturer in Europe 😉

@ajramos007able 2 года назад

Apple makes money

@rickybobby9840 2 года назад

Are you saying Tesla doesn’t?

@odisy64 2 года назад

And Tesla has a 25% automotive gross profit margin without carbon credits.

@cryptocrown8242 2 года назад

ave about 5% of my portfolio in uranium bitcoin any advice on any other crypto currency that I can grow my $300k capital to a million dollars? Investing in crypto now should be in every wise individuals list, in some months time you'll be ecstatic with the decision you made today.

@allsportsexpert 2 года назад

We do not know if EVs will be the future. Charging will be the major problems especially in big cities where there are not enough parking spaces to convert into charging stations. 3 min to fill up an hour to charge, that means we need 20X charging stations than gas pumps. Not only that most people charge their vehicles at the same time (at night) whereas filling up is spread over the entire day. Worldwide vehicles sale in 2019 was 75 million 2% are EVs Tesla sells 1 million 2021, VW sells 11 million in 2019. Tesla 7X market cap as VW. That means tesla will have to sell all vehicles (77millions) that will be sold worldwide to justify the current market cap. Tesla is not the leader in self driving nor next gen solid state battery. Other car makers are ahead of Tesla in EV trucks, Hummer 2021, F150 2022, GM trucks 2023, Vivian 2022. Non street legal Cybertruck is nowhere to be found.

@monsterous289 2 года назад

Not so when you only need 1/5 of the vehicles to satisfy a city when utilizing autonomy.

@davewhite113 2 года назад

The only thing that you aren't correct on in this post is that Tesla won't sell a million vehicles in 2021.They'll fall way short of that.

@monsterous289 2 года назад

@@davewhite113Well he is close enough. Tesla is already at a 960,000 annual run rate in Q3 and will likely be closer to 1,040,000 annual run rate by Q4.

@mikafiltenborg2291 2 года назад

I think EV's will go away. And steam train and (coal-fired🔥) Steam-☁️ powerd car are the future!!!! 🤡👍

@mikafiltenborg2291 2 года назад

@@davewhite113 1,4-1,6 mill car in 2022! Wait and you will see....

@tsav6952 2 года назад

Tesla needs work on their styling. They have the lead in technology but not in the styling department. I've looked at a few and their fit and finish was just so so too, such has crooked trim pieces and soft looking paint. Not what I expected with all the rage.

@YS-ys1us 2 года назад

Buying current Tesla stock like spending $5,000 for a iPad. The iPad is a good product. But do you want to spend $5,000？

@timwidner8751 2 года назад

Does the $5k iPad appreciate in price? Is the iPad part ownership in a tremendous growth opportunity? Cuz I would argue that the $5k iPad is now on sale for only $800!!! Buy buy buy

@keithlamontdavis8047 2 года назад

This comment is not going to age well.

@hounddog00 2 года назад

Just dump TSLA, buy GOOG....end of story.....

@mikafiltenborg2291 2 года назад

Only stupid ppl with No brain will dump TSLA. TESLA WILL BE THE BIGGEST COMPANY IN THE WORLD IN 2030!!!

@mwmatthews1 2 года назад

@@mikafiltenborg2291 2025

@jailobadumbidun6244 2 года назад

If you listen to left wing media you will hear 👂 Let’s go Brandon .🤥😂

@davewhite113 2 года назад

Tesla is nothing like Apple. Apple makes products that are good quality that people want. They can make a lot of products quickly. Very few people actually WANT an EV.

@monicarenee7949 2 года назад

So few people that Tesla sells out every new model. So few people I was on a waiting list for nearly 2 years when the 3 came out. Lol

@mr.anderson70 2 года назад

Go back to 2007, Nobody wanted an iPhone back then.

@davewhite113 2 года назад

@@mr.anderson70 When someone had an Iphone it was a HUGE upgrade over the flip phone. Everyone wanted one when they saw someone with one. In this case, People don't want an Ev because of the charging issue on long trips.