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Chamath Palihapitiya: TESLA One Step Away From Bankrupting US Auto Industry

FINANCE INSIDER · 2024-06-20 · 유튜브 시청 392 · Board Views 5 · International

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저자: ChamathPalihapitiya · 외국인

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테슬라가 2023년 상반기 기준 다른 19개 전기차 업체 합계보다 많이 팔려 EV 선두 지위를 유지하며, 사이버트럭 출시와 FSD 라이선싱 등으로 성장이 이어질 것이라는 주장. 반면 노조 파업, 고금리에 따른 자동차 수요 위축, 생산비 상승은 업계 전반의 위협으로 제시됨. 과잉 통화 발행으로 자산가격은 오르고 소득·매출은 둔화될 수 있다는 거시 우려도 언급. 그럼에도 테슬라는 경기침체를 견딜 기술 선도 기업이라는 낙관적 견해.

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01. are Tesla's Rivals going to be left in the dust as it gains momentum Tech Tycoon chamoth p hatia is confronted with the situation where Tesla the US automaker has the upper hand the competition to the top has changed a gear this statistic will Astound everyone during the first half of 2023 Tesla sold more EV Vehicles than all 19 other EV automakers put together there will definitely be some tightening of the belt in the consumer sector in my opinion this is fascinating you're correct chth that the unions are going on strike in order to seek greater compensation for a 4-day work week while the Oto firms are facing what you would expect to be decreased demand because nobody can afford a car payment at these increased interest rates the labor agreement in my opinion poses an existential threat to the American Auto sector which is unionized I'm only pointing out something I'm not offering an opinion on whether or not this purch should go through the existing Auto industry will have a very tough time surviving if the contract as stated goes through and you sensitize stellantis GM and Ford's P and L to these new parameters then you compare that against highly automated non-unionized companies like Tesla and rivan in a recent audacious forecast chamoth palah papaya predicted that Tesla would become the number one car maker in the United States in just 18 months chth palatia a test Tesla Bull and financial Guru recently shared his knowledge on what Tesla investing entails even though things right now appear a little depressing the financial expert pointed out that there's still a lot more going on than meets the eye with a listing on Forbes list of billionaires in 2021 chamoth Palapa is no novice in the world of Investments and finance that being said it would be worthwhile to heat his latest caution what though has he said make sure to watch through to the very end to hear chth P hapa's thoughts on this Tesla investor buying opportunity the Cyber truck will be very large people of all ages who own pickup trucks will tell you that they adore the Cyber truck's appearance it will be out in roughly 2 weeks the Cyber truck you're going to see it and become enthusiastic about it because it will be a moving billboard even though you're not planning to purchase a pickup truck you'll visit the Tesla website and find something that truly interest to what's that the HP that will go viral on social media once the Cyber truck starts traveling across America is unimaginable that will have a halo effect that will spark the entire franchise that's the first two there will eventually be an FSD licensing agreement with another OEM I'm not sure why they didn't bring this up people will be really happy because it's likely going to be a corporation like Toyota or Honda and there will be other FSD licensing arrangements with its cuttingedge technology and inventive electric automobiles Tesla has had some success appending the established Auto industry although some analysts have doubts about Tesla's prospects going forward the business is still the market leader for electric vehicles and has the capacity to keep coming up with new ideas and depending the Auto industry experts claim that Tesla's success is due to its emphasis on Innovation and capacity to append the established car industry the business has stayed ahead of the competition by putting cuttingedge technology in its cars including as over-the-year software upgrades and a driven driving skills could this resilience though see the automaker through this new phase of intensifying competition let's investigate welcome back to Tesla tomorrow everyone Tesla's inventive electric vehicles and state-of-the-art Technology have revolutionized the automobile sector the company's quick Ascent to the top of the global automaker rankings May Herald a new age in the automobile sector one typified by Silicon Valley software practices that are replacing traditional manufacturing methods it doesn't alter the fact that Tesla is still the market leader for EVS and has the ability to keep innovating and appending the Auto industry even though some analysts such as those at Sanford C Bernstein and JP Morgan feel that the company is starting to resemble a typical automaker and that its valuation is becoming unaffordable before before we continue please click to be informed about all things Tesla the Intriguing thing about Tesla is that despite being thought of as the world's largest ev producer right now the company's EV production is continually expanding for example since the owner spends the most of their time inside the car Tesla intends to revamp the entire inside to a more contemporary and minimalist design additionally Tesla claims that all model lies are now made at its Shanghai Factory and have an upgraded suspension system a more sustainable rind and fewer bumps are the results of Tesla's improved shock absorber compression dampening in the model line this allows the car to go through low-speed impact sections with less dampening force in a similar ve the 2024 model 3 is anticipated to sport an upgraded Dr Trin capable of producing more electricity than before four Tesla is still at the top of the gain because of this despite the fact that it can take a while Auto Experts predict the company will continue to produce better automobiles with more intriguing features the fact that Tesla's production costs have increased and the competition is growing more formidable every day is no longer news Alon musk the CEO of Tesla has already acknowledged that the company's EV production and delivery rates have slowed down due to the harsh effects of inflation in response shamanth palatia the CEO of social capital and a Canadian venture capitalist has expressed his concerns about the global crisis which has had a significant impact on companies like Tesla he claims that Tesla has been having trouble staying afloat despite attempts to boost production while keeping costs as low as possible the company has been struggling facing an inflation crisis P haaa said in an interview in 2021 that the economy is about to enter a severe financial crisis that will have a significant impact on numerous businesses the venture capitalist discussing the monetary policies of the day predicted that asset prices would rise as a result of excessive money printing according to Palapa there can be no actual supply and demand when there is an excess of money in circulation this would ultimately result in a situation where income and revenue continue to decline while prices and expenditure rise which will be quite concerning P happa isn't totally pessimistic about Tesla's performance though he actually has an optimistic outlook for the business and its shares in general he is of the opinion that Tesla is able to weather an economic downturn he feels that Tesla is the most technologically advanced company and most Tesla supporters will concur an investor in Tesla shares once characterized the company as one that has been expanding Taking Chances and ultimately locating the production capacity necessary to produce a product that will enable it to achieve Market expansion the model three is that item furthermore the investor feels that Tesla is an undeniable leader in the electrification space regarding Alon musk palah haaa stated that although Tesla Executives have come under Fire for missing numerous product deadlines must is still fulfilling his commitment to commercialize electrification and provide a better user experience than its Rivals Tesla is not waiting for things to get out of hand since that would be disastrous for both the firm and its investors for example Alon musk has stated that Tesla is collaborating with its current suppliers to find a way to expedite the manufacturer of raw materials in order to lessen the impact of inflation thus it is clear that despite the present financial difficulties Tesla is determined to advance the switch to sustainable energy it might eventually survive these crisis if efforts are directed toward keeping costs down and keeping up with growing demand however what do you make of chamoth pal hapa's remarks regarding Tesla tell us in the comments below click on the following video to see some more thrilling updates about Tesla I'll see you over there how do you see Teslas grow

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