Musk's China Visit Is 'Watershed Moment,' Dan Ives Says

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Elon Musk's surprise trip to Beijing is "a watershed moment" for Tesla, says Dan Ives, managing director and senior equity analyst at Wedbush Securities. He says that the visit is an important opportunity for Musk to unlock Full Self-Driving (FSD) in China, which "is the golden goose" for the carmaker. Ives speaks on "Bloomberg: The China Show."
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Опубликовано:

14 май 2024

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Комментарии : 350

@haroldong4616 16 дней назад

There's already an oversupply of Macdonalds, Coca-Cola, Kentucky Chickens, iphones. I dun hear politicians complaining. Explain

@Jkl62200 15 дней назад

It's called 'overcapacity'. It's a new invented term. Lol

@hermesliteratus882 15 дней назад

@@Jkl62200 Obviously the Biden administration is packed with linguistic professionals.

@DucaTech 15 дней назад

There's an overcapacity of useless USD toilet paper, but the politicians don't complain either.

@emersonstagnitta65 14 дней назад

What does this mean for Tesla stocks? Is it advisable for somebody who wants to start investing in stocks for not so long term gains to start with it now?

@dannywalters958 14 дней назад

I'd recommend you get yourself a fiduciary F.A if you're serious. They're not half as expensive as you think and know the market better. Experimenting with RU-vid based suggestions may not be the best for you. I know this from experience and as somebody who has made real money off stocks. Goodluck.

@_king_james_23 14 дней назад

hi, please what are the steps for getting one?? like a really good one

@dannywalters958 14 дней назад

You should start by looking out for those from known firms and good track records. You should also make sure the person is licensed. Personally, I use Kelly Matwick. She's good and you could also look her up.

@hunantrain 14 дней назад

Dont start with Tesla if you dont want to play the long game.

@marguritekostecki2194 14 дней назад

@dannywalters958 I met this pretty lady at a seminar a while ago. Small world right

@qingshanyipian1936 15 дней назад

Dan Ives needs to visit China and see for himself. He needs to update and improve his lack of what’s happening in China. It’s moving lightning speed in China

@jarjarbinks3193 15 дней назад

All mostly hype. All the stories about AI in China turned out to be just stories as all new AI innovations still keep coming out of the US.

@torelloBank 10 дней назад

@@jarjarbinks3193 made and designed by asian workers in usa.....

@kennySg101 16 дней назад

China already has autonomous driving in many cities. Tesla needs China

@Xind0898 16 дней назад

China 'wants' tesla is a more accurate statement. Telsa brings competition, fuelling innovation and human capital development. Telsa also is a channel for China to show goodwill towards US capitalists - a much needed softpower

@kennySg101 16 дней назад

@@Xind0898 Tesla needs China market world largest auto market is a more accurate statement. Tesla can continue to sell to USA n eu. Best of both worlds

@Xind0898 16 дней назад

@@kennySg101 More Tesla depend on Chinese market, more Tesla will be 'forced' to lobby FOR Chinese car industry in NA and EU market. Example is German car industry is the biggest lobbyist for EU to lower trade barrier for Chinese cars. Because they fear the moment China will pass any relatilatory measures

@island97 15 дней назад

@@kennySg101 both need each other...we all need each other in this world lol

@kennySg101 15 дней назад

@@island97 In Chinese term, Tesla, like chive, had been harvested. True that Tesla has spurred some technological innovations in China initial ly, now it has bypassed Tesla in some aspects. Tesla is still a premier product not for the mass market.

@hycdpv 16 дней назад

China do not need Tesla EV nor FSD... Just go to China and experience their EVs, they are already ahead.

@sansin6250 16 дней назад

Don't burst the American bubble 😀

@jasontu1941 15 дней назад

But they need Tesla and Elon Musk as lobbyist representing Chinese interest in US like all major American corporations doing business in China.

@Just_a_random_birb 15 дней назад

Already ahead at what? Bursting in flames?

@Liboch 15 дней назад

Elon is trying to get baidu of china as tesla's navigation system, gps is just unreliable.

@MRT-co1sd 15 дней назад

Not just ahead, the Chinese are way ahead in FSD.

@JimmyJ-ne2uj 15 дней назад

Did I hear someone say China needs Tesla?

@MrJanes-cl5sj 15 дней назад

I doubt it....tesla needs china

@andrewcarr276 15 дней назад

If you want FSD moving forward then YES China needs Tesla.

@jimmylam9846 15 дней назад

@@andrewcarr276 ....Laughable !

@wolfgangpreier9160 15 дней назад

@@jimmylam9846 The one wo laughs last, wins. Every heard of that one? Don't suffocate on the craw sticking across in your throat.

@whatyousaid1375 15 дней назад

@@andrewcarr276 The reason China let Tesla doing this is China mainly telling the world that U.S. 24/7 days talk about data security risk here and there are political bs. China has FSD on every EV cars, trucks, and business. It further makes international companies and countries getting tired of US lies.

@newaulk 15 дней назад

That Tesla cache is no longer a premium in China, as well as Apple.

@dfv671 16 дней назад

Most Chinese now believe BYD is better than Tesla Dan Ives! Same thing they are buying Huawei phones over iPhones.

@MyAlicia0 16 дней назад

ha.....interesting

@wholehealthcare 15 дней назад

Are you sure? Have you been in China😃

@philliptemple9841 15 дней назад

Have you done a comparative breakdown by price point? The BYD cars start at $9,700 but people aren't buying them instead of the Model Y. The most popular model is the BYD Song at $15,000. Are Chinese buying BYD instead of Tesla? Or is BYD breaking into a new ICE market segment until now not served by EVs? Phillip.

@rozonoemi9374 15 дней назад

So why is Teskla selling more BEV than BYD?

@spy_on_the_web 15 дней назад

@@rozonoemi9374 When Sir? Look at recent sales figures in China

@yaxixi3882 15 дней назад

China does need Tesla, not in EV field, but it shows a gesture about its attitude to foreign companies through Tesla to the outside world .

@humblehouse 15 дней назад

I am curious as to which party is this expert guest referring to by 'watershed moment'? In many of China's biggest cities, driverless taxis, buses, trains are already available on public roads and services. Take out orders (foods and drinks etc) via drone deliveries are also beginning to be offered in cities like Shenzhen. So, I wonder what is so special about Tesla's driverless technology which can interest and impress the Chinese?

@TheMagicJIZZ 15 дней назад

They dont have a neutral network like FSD

@rozonoemi9374 15 дней назад

FSD don't rely on "fenced" GPS like Cruise & Waymo, that is the Big difference.

@mike-2275 15 дней назад

These are some bold claims. Which companies are offering driverless cars, buses etc. in China?

@anthonyballog8026 15 дней назад

AI. Watch the v12 vids and the decisions it makes.

@rozonoemi9374 14 дней назад

@@TheMagicJIZZ Also, Xpeng has FSD that they stole from Tesla, however they stole the old version, so no worry.

@px7460 15 дней назад

If full autonomy is Level 5 (with Waymo at L4 and Tesla at L2), how is "FSD" autonomus?

@user-ll9qk2el4d 15 дней назад

Stop calling it Full Self Driving. It's not autonomous. Before anyone says otherwise, this is what Tesla's own website said. It tells customers to always monitor and be ready to intervene when necessary, because the system does not work in all conditions.

@charliebravo8114 15 дней назад

"China needs Tesla" ... seriously!?!?!?

@charlieloo2470 15 дней назад

China needs Tesla to activate its domestic EV market from the begining.

@paulmtor7324 16 дней назад

Its a watershed moment so the Mic needs to be dropped and the pop corn need to come out.

@Mrbfgray 16 дней назад

😂 Elon sent his *adult* version to China. 😄

@vincelamvision 15 дней назад

I appreciate the insightful contributions from the four individuals. Brother Danives, I want to express my gratitude for your generous sharing of perspectives. Regarding names, you can refer to me as Vince, Kong, Tade, or TadeTade if you prefer. Additionally, although my physical ancestors came from Malaysia for three generations, I was born there. If you were in my position, where would you feel your origin lies? Furthermore, disregarding physical aspects and focusing on inner spiritual consciousness, how should I present myself to make it easier for you to express who ？

@micheal6901 15 дней назад

Dan I. Love you comments and one liner

@raphymartinez 15 дней назад

Stephen, go on your test drive and compare the results vs the amount of equipment to make it happen.

@papi5377 16 дней назад

To już było i Wasz czas dobiegł końca.

@maxdc988 15 дней назад

Your analyst was trying to sit on the fence not to offend Tesla but the truth is, there is nothing that only Tesla can offer that the peers in China can't. New tech needs big Chinese market to grow and prosper, and that includes advanced chips.😂

@TheMagicJIZZ 15 дней назад

Tesla makes the best EVs China makes good EVs but FSD is good for china and batteries cheap But Tesla has the greatest power train engineers For example which Chinese car has steer by wire or 48v ???

@user-jq3tg5xk8f 15 дней назад

Musk is Smart

@spanishflea634 14 дней назад

No, he's stupid.

@skyak4493 15 дней назад

Tesla skipped the Beijing auto show. This is wise because it would be obvious that tesla offerings are not competitive. Many of the cars at the show are priced at a steep discount to tesla which is a reference EV. Those cars are often sold at a loss.

@mariajones8304 15 дней назад

Then why China wants Tesla so bad? Go ahead without it. China needs musk more Musk needs China. Musk is just greedy and wants to make more money for his future projects so he is transferring technologies to sucky Chinese companies

@badam1814 15 дней назад

Good to see Elon realized he was CEO of Tesla and not just his new toy, Twitter.

@liamporter1137 16 дней назад

Tesla needs to have more models in order to compete with China brands. It's so fatigue seeing the same car (look) day in and day out.

@sthardman 15 дней назад

Exactly. The product lineup is stale. Carmakers for years have always had a model year and body style changes to keep things fresh and encourage people to upgrade to basically the same thing they had. Even Apple knows. When you see a model 3 how is one supposed to be impressed when you don’t know whether it’s a 2014 model or a 2024 lol

@cratecruncher4974 15 дней назад

I thought they were all boring on day 1 - Cybertruck excepted.

@RabatinLLC 13 дней назад

It’s best to make a perfect design and leave it go. A redesign implies you made an inferior product before

@stevewise75 13 дней назад

@@RabatinLLC 😂 the most ridiculous thing I’ve ever heard. So I guess we should have stopped at the ford model T design and iPhone 1. Jeesh someone isn’t an engineer and familiar with product evolution and design iteration

@ashk4155 16 дней назад

Why would China care about fsd when Nio is rolling out NOP

@jingyaohao4416 14 дней назад

China government won’t let tesla die. At this moment, it is a good time when stock price is low to discuss.

@michellee8369 15 дней назад

Future precedent setting for both players in multiple nations. Pump up the jam pump it up pump it up until it bursts.

@Gopherminator 15 дней назад

Tesla is a national security.

@HindusRapeBengalLizards 15 дней назад

Title of this video should be "Elon Musk postponed a planned trip to India where he was to meet Prime Minister Narendra Modi, citing obligations at Tesla, and went to China for business talks instead". 🤭😏

@Mrbfgray 16 дней назад

Concerning data security--if they can trust Tesla to honor strict localization rules, etc., why not trust same data *secured* at USA facility? Distance is a mater of seconds difference if one chooses to misuse it.

@chartwolf 15 дней назад

1:10... Does China need Tesla?... Yvonne Man smirked

@tvm73836 15 дней назад

No she didn’t. Do you work for The NY Times?

@leeme179 15 дней назад

Wasn't Elon in China to buy FSD software from Baidu to use in Tesla in china?

@ColeMike-kl7bf 15 дней назад

To buy license, baidu kind not popular in China, and the boss play women has bad reputation

@binasur5560 15 дней назад

They both clearly benefit from whatever agreement they landed on. TSLA is a solid company. Interesting to see it grow.

@SonicBlue04 15 дней назад

The world wants American brands. Hell yeah baby!!!!

@rozonoemi9374 15 дней назад

How about a new announcement for future Tesla expansion in China?

@louisalfieri3187 15 дней назад

But who is going to get into an FSD and let it whisk them around highways and traffic?

@badarip 16 дней назад

Tesla will learn the hard way like other companies learnt in the past. You can only play as long as you are in good books… They will crush when they want to.. it is just a matter of “when”

@71Hamed 16 дней назад

How the eff is that any different to the USA. Tiktok??? Or does that shit just goes over your head.

@jasontu1941 15 дней назад

@@71Hamed TikTok is controlled by ByteDance which is directly associated with (and act in the interest of) the Chinese Communist Party. A former executive in ByteDance was FIRED when he raised concerns about stealing content from Instagram and Snapchat, and serving as a “propaganda tool” for the Chinese Communist Party by suppressing or promoting content favorable to Beijing.

@kayrealist9793 15 дней назад

Nvidia will democratize FSD features similar to what they are doing to robotics.

@DW_Kiwi 15 дней назад

China wants and has properly been given the technology for FSD by Musk. Smart move by Musk. And a real benefit for Chinese auto manufactorrs

@bubpori5105 15 дней назад

Talk About a Way to Kick Start F.S.D. He's a Man with a Plan ! Works in China , Dubai, U.S. Could have high Adaptability into many Markets ! Fortune Favors the Bold ! Get in Line !.

@tonystorcke 15 дней назад

The roads in China are much more challenging than anything that may be found in the USA. Once Tesla gets permission to use that data in the US software, it will become radically more capable.

@johnwhoo6194 15 дней назад

Keeps saying it's important, why?why?why?

@2023gainer 16 дней назад

Tesla charging Up 14 % week. Fisker.. FSRN gaining 159 % month to lead in April gains. Frey ..NIO ..Xos Trucks...Surf Air Mobility and more. The EV Future Growing globally. Filling the Dips.?

@ChuckSilva 15 дней назад

Let’s not forget that, without the European legacy auto makers, the American legacy auto makers, and especially Tesla, the Chinese auto makers would probably not even exist …

@tengchuankhoo6585 14 дней назад

Dan Ives should go to China

@michaeljiang960 15 дней назад

I think Dan is right, Tesla and China need each, but for different reasons. China need Tesla as the best of the best in terms of EV and self-driving to stimulate the local supply chain and Chinese car makers. Tesla need China simple for surviving.

@MrAlanfalk73 15 дней назад

They really try to find negatives😂 how come? Arent theyvproud to have a company like Tesla being from USA? Immagine how big a shot in your own foot would it not be if the media was succesful in destrying Tesla (not that they can, but what if?). I would kill to have a guy like Elon in my country Denmark.

@statewidecomfort6578 15 дней назад

When will they have someone on here? They will actually speak to the negative comments that are constantly placed on this company i.e. Tesla have somebody on the news that you interview that has an intelligent logical opinion of what Tesla is capable of doing and then have a conversation stop using individuals who are hedge fund managers to try to make an argumentagainst

@issiewizzie 15 дней назад

The fun part comes is when Tesla or if Tesla licences FSD to another manufacturer... that would be a cash cow for Tesla I guess might never happen

@lamarblount5507 15 дней назад

People don't realize Tesla is a software company. Who says this technology has to be only on an electric vehicle. The more vehicles that have Tesla fsd the better. That will be awesome. It will be car talking to car And make full self driving a reality. Eventually, all vehicles will be electric.

@opinionmatters7119 14 дней назад

Tesla will be the most valuable company on the planet. Watch and learn

@spanishflea634 14 дней назад

No.

@kashyappatel1988 15 дней назад

Guys please drive on fsd v12 before commenting

@adityarookey1 15 дней назад

Dan has no answers to any of the questions. Nobody knows how fast Tesla can monetize FSD and it's reflected in stock price. Going by history I won't bet against Elon

@CarpsterKing 15 дней назад

There goes my only possession ..there goes my only Tesla... Modi must be very disappointed when he watched on the news Elon Musk visited Shanghai and met with PM Li Qiang of China as two weeks ago Elon Musk postponed his trip to India citing very tight schedule.

@tvm73836 15 дней назад

The Bloomberg team desperately tried to poke holes in the Tesla/Musk story but failed 😂

@motarski 15 дней назад

Negative comments are probably from those that sold stock at 170 and were waiting for Tesla to sink from 140 to 120 on earnings to buy back, but it popped and it popped again. Now they are just frustrated.

@speculawyer 14 дней назад

Pfffft. He's just begging for another revenue angle that won't return much.

@yyan6501 16 дней назад

gosh this guy is just full blown delusional right now

@slyktech1860 16 дней назад

Have you even tried FSD v12.3.4 at all? If you have not you don't actually know what is going on.

@directxxxx71 16 дней назад

Have you tried Huawei's FSD then? @@slyktech1860

@TheBooban 15 дней назад

@@slyktech1860explain yourself. Ives is like that. Didn’t explain anything here.

@damham5689 15 дней назад

Ives talks like someone who owns Tesla stock and wants to pump the value.

@davidsc4680 15 дней назад

Go ahead and short Tesla if you dare😂

@yaoxun 15 дней назад

The US politics is overcapacity, so they need to export them.

@mack-uv6gn 15 дней назад

Show Chinese citizens will become crash test dummies for Tesla?

@user-uv3fq3nt5o 15 дней назад

Decoupling, Derisking, Derisive..

@asajelfs8170 15 дней назад

Byd margins are wager thin compared to Tesla.

@xh3598 15 дней назад

I want to clarify my opinion one more time as a broken record. Tesla FSD and other companies' FSD is a technology for Generation BETA and beyond. Those generations are home body work force and lazy drivers who want everything delivered to them. The baby boomers to the generation Alpha are stuck and spoiled to the gas cars. The current regulators are old school and will delay this technology as much as possible. In summary, the current generation is the genie pick for the FSD. Musk China's visit is to expand DOJO's knowledge of the FSD in a crowded pedestrian environment. The last thing to know is that regulators are controlled by politicians.

@thomasrogers9146 16 дней назад

IT DOES NOT MATTER WHAT OR POLITICIANS DO OR SAY. THE LOSS OF THE CHINESE MARKET WILL DESTROY THE REVENUE OF ALL THE AMERICAN COMPANIES OPERATING IN CHINA ITS NUMBERS NOT YOUR DARM FEELINGS. LOOK AT THE REVENUE LOSS OF APPLE IN CHINA. WE CAN PLAY POLITICS BUT BUSINESS IN NOT ABOUT RACISM CONTAINING CHINA. YOU BETTER HAVE A REPLACEMENT FOR THE CHINESE MARKET IF THERE IS ANY.

@koalalove 16 дней назад

India

@serenityhouse669 16 дней назад

Wait, you mean these companies did NOT exist before China "opened"?

@RealGateux 16 дней назад

@@koalalove China market is 6 times bigger than India. India can be clump together with just the japan market alone and not on the whole of China. China is that massive.

@adamsaciid4919 14 дней назад

@@koalalove but the wages are to low in india they can't avoid american expensive products

@ShitSkinsIndian 15 дней назад

Elon Musk postponed the unimportant and announced meeting (India) scheduled on 21-22 April 2024 and attended the important and unannounced meeting (China) on 28 April 2024 instead? 🤔😏🤭😅

@anthonyballog8026 15 дней назад

No one has a clue what's happening here. Unless you own a tesla, have a friend who owns one, or know the difference (seen v11to v12 vids) u have no idea what is happening. Ai is here. This is Tesla's chatgpt moment.

@7hx89 16 дней назад

Giga Shanghai 2.0. finally! I think the sub 25K model will be launched in Shanghai now. Probably in 6 months. Let’s see what an “accelerating” mode at “Humanly possible speed” can deliver. 😂

@philliptemple9841 15 дней назад

It won't be the $25k model. That's in 2026. This will be a cheaper model using existing lines, but it won't be THAT much cheaper than the Model 3. Phillip.

@TheMagicJIZZ 15 дней назад

@@philliptemple9841that guy is right Shanghai is making local models just dor the Chinese market elon said it years ago Robotaxi is the name of the $25k car bur thwres other cheaper cars coming It's literally a mini cybertruck

@coldbrewed8308 15 дней назад

If fsd works in china, it means that the software is has general intelligence. Thats will lead to an enormously huge available market.

@WelcomeToTexas 15 дней назад

Shows which side he's on.

@bull6950 15 дней назад

LOVE TESLA.

@HindusRapeBengalLizards 15 дней назад

Wait a minute, didn't the Indians/India said in year 1998 that they will be superpower by 2020 (Meme: India superpower by 2020) and they are the "leader/voice" of the Global South Countries and the GLOBAL teacher of the entire world (Vishvaguru) and this 21st century will be India's century (Modi said that)? Elon Musk is not taking the bait? 🤭🤣😂 India 1) GDP per capita < 3K🤏 China? GDP per capita > 12K ? Is there even a competition? 2) No veto powers, despite begging for it since 1994😭 3) Booted out by Maldives ("India Out") for China. 4) Elon Musk postponed a planned trip to India (April 2024) where he was to meet Prime Minister Narendra Modi, citing obligations at Tesla, and went to China for business talks instead.🤭 5) Russia to Superpower India: I know that you are a superpower on the internet/social medias, but you have to pay for our Russian oil in Chinese Yuan because we have no use for Indian Rupees.

@sandeepssangha 14 дней назад

*Spoken like a True 72 Hoor seeker, with all facts incorrect, but keep venting your desperation is satisfying.*

@whatyousaid1375 15 дней назад

Isn’t the same group of ppl in the west keep talking about EV overcapacity last few weeks? Suddenly change to China need Tesla 😂😂😂 Feeling pathetic for these type of western analysts & media.

@Jkl62200 15 дней назад

Premier Li Qiang personally rolled out the red carpet for Tesla and Musk when he was Shanghai chief. He gave Tesla lots of facilities including cheap land, electricity, water etc and various licenses in record time. He even helped Tesla hire hordes of workers for its gigafactory. Musk could not have picked a better horse to work with there.

@shantanubhatta6480 13 дней назад

I think is the most funniest word. Musk needs china more than China needs musk, that's the current trend of apple & Tesla

@co88liwan31 16 дней назад

Why Beijing welcomes Tesla is because China is still and will be an open market for foreign companies, not like America uses national security and overcapacity, also I don't think Tesla has apparent advantage over other main China's domestic automakers, the sale of Tesla in China has fallen a lot since last month.

@co88liwan31 16 дней назад

additionally, I think China also wants to enhance the connections with America in certain industries, to slow or avoid the decoupling.

@penname4764 16 дней назад

what are you talking about? Google, RU-vid, Facebook, Wikipedia, Reddit, Instagram, Twitch... long list of companies are all blocked in China.

@71Hamed 16 дней назад

@@penname4764 They are not blocked. Can you please stop listening to BS. These companies have all pulled out of China either because the competition is fierce or they refuse to comy with Chinese regulations that all companies have to follow.

@prolific1518 16 дней назад

@@penname4764 good. Social media is brain rot. Be glad when the US bans tiktok

@co88liwan31 16 дней назад

@@penname4764 not really, from what I remember they were not willing to comply with China's regulations so they quit, at least, Beijing did not force them to sell compared to what Tiktok encounters now.

@vin10954 15 дней назад

So according to this Dan guy, "China needs Musk coz (hey I don't have to give a reason, it just does)" ........ yahh okay mister manager equity whatever..

@danielhull9079 16 дней назад

Baidu likes Blackberry QNX. Now Tesla likes Baidu. Is their a mathematical formula or relationship thats can prove Tesla loves BLACKBERRY QNX?

@7hx89 16 дней назад

Baidu map probably. Not the system. So BB is not in the picture.

@jkatlantic1 15 дней назад

The Tesla brand will win in China. China needs to show they don’t descriminate against an American company

@artfquinn 14 дней назад

I cannot wait to see Dan Ives lost all his money.

@mannyechaluce3814 15 дней назад

China is the best place to do Autonomous vehicles, Musk tried Autonomous vehicle in the US and the US Americans complain too much about people getting killed, you won't hear that kind of complaint in China :D

@kangbule 15 дней назад

Tesla needs China more. Who still remembers what happened when Tesla built a factory in China in 2021? The stock price was sluggish and delivery was delayed. Tesla is outdated, with few features, cheap interiors, and few models. Tesla needs to change

@MarcoPolo-hn8or 15 дней назад

Elon is a friend of China. That explained why he skipped India😂

@Andy-pz1pl 15 дней назад

Chinese EV BYD is crashing Tesla like a piñata!

@alexfoxpoker 15 дней назад

MUSK! MARS! USA 🤝 China 🇺🇸🇨🇳🚀

@nateishere4992 15 дней назад

Hahahaha

@georgemaximus694 14 дней назад

Oh geez. More buy the rumor sell the facts. In fact just buy the rumor, ignore the facts, cross your fingers and keep buying the dip. Cover your ears and ignore all the bad news and just focus on the blah blah blah

@bizmagnetic 15 дней назад

If China has better EVs than Tesla, then why is Tesla selling the most cars there? Please tell us what company is better. BYD, the #2 company came to visit Elon in his hotel room because they want to put Tesla's FSD in their cars.

@superpowerdragon 15 дней назад

you need to update your source dude, tesla is not the best selling ev in china anymore, its byd, in fact, last week 7 out 10 best selling ev model are byd, tesla is not even in top 10

@svenhodaka9145 15 дней назад

Once again, Tesla is playing 4D chess and everyone else is playing checkers. The feeble questions being asked are enough to demonstrate the commentators have no clue what’s going on😂 TSLA 📈👌😁

@carpenoctom 15 дней назад

does Dan Ives ever where normal clothes?

@johnnywalker2870 15 дней назад

Musk doesn't want to derisk?

@Nature_Blog91 15 дней назад

Elon still not learn from the past. Chinese want Tesla technology 😅😂

@HelloWorld-hb7yt 15 дней назад

All thise fund investors going to regret not investing in china.

@oneplanetearth 16 дней назад

Yeah China needs Tasla LOL. Good pumping investor 😂😂😂

@philliptemple9841 15 дней назад

If you look at many Chinese EVs, they are copies of the Model 3. Look at the Xiaomi S7 that just launched, the dash is a carbon copy of the Tesla UI. Who are now ordering the giga-casting machines Tesla uses? The Chinese manufacturers. I'm not saying this is a bad thing. If you are going to copy then do it from the best. EU manufacturers should be doing the same instead of wasting money bribing politicians. However whilst Tesla continues to innovate then they will continue to have something to offer China. That's what keeps them safe there. Phillip.

@winsonip4447 15 дней назад

Tesla categorizes itself as a premium car brand, but they may not realize that they are not considered on par with established premium brands like BMW, Mercedes, or Audi. These European brands also have their own EV lineups in China. While Tesla may have an advantage with their FSD technology, they do not enjoy the same premium reputation as the others.

@RumpaRoy-zo1jf 15 дней назад

@MichaelKay-lp3hn 16 дней назад

Dan Ives, I think, holds financial stake in Tesla stock and some of his conclusions verge on wishful thinking. Tesla needs to tread very carefully in China because this is an inveterate mercantilist state that doesn't play by the rules. The only way to take on and supplant China is to soar way, way above them. We leave that for Pan.

@philliptemple9841 15 дней назад

Dan Ives is a well known long term investor in Tesla Stock. Elon has always trod carefully in China but also note that Tesla is the ONLY foreign car manufacturer there. Every other foreign car manufacturer is forced into a JV with a local Chinese company. China is smarter than the USA, welcoming Tesla, rather than Biden that wants to destroy them. Phillip.

@daviddu1676 16 дней назад

China doesn’t need FSD with all its own self driving technologies. This move of FSD into China is a favor by all VIPs who support Tesla in China and will give a booster to Tesla stock price

@texmexbbq7085 15 дней назад

Not a very good interview with Dan Ives... he just spews some talking points without getting into the details behind them. He seems drowsy and clicking on all cylinders... maybe hung over.

@emhammad 15 дней назад

This guest literally said nothing besides sucking up for Elon... 0 critical thought or analysis from the guest. Great job guy.

@ckml6648ify 15 дней назад

I think he got it all wrong, China does not need Tesla or FSD, they have their own system, which may be better tailored for Chinese road conditions. Most Chinese preferred BYD over Tesla, it used to be Tesla, but not anymore, there is very little chance that Musk can be successful this time, China is not like other markets, and all foreign brands failed at one point or another.

@TheMagicJIZZ 15 дней назад

It does need tesla if China wants to be in usa

@TheMagicJIZZ 15 дней назад

Which system? Baidu had a waymo systems copy They dont have a neutral network like FSD China has nothing like 3 million driver's having chips in the car which could pay a monthly fee

@godzillamothra5983 15 дней назад

US EV market is stagnant even reversing due to lack of charging infrastructure, only Chinese and European EV market that are thriving. Tesla need China more than China need Tesla. The only reason China need Tesla is for marketing purpose to show the world that China is still open for foreign investors. But there are plenty other options.