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Dan Ives: If You Are a Tesla Shareholder... GET READY for a HUGE Surprise!

FINANCE INSIDER · 2024-03-05 · 유튜브 시청 2,211 · Board Views 2 · International

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many people and I think even yourself don't just value Tesla as a car company but also for all of these additional elements does this mean that Elon Musk has absolute leverage when it comes to telling the board you either get along or I won't go along with anything else and putting that into the Tesla basket look the reality is musk is Tesla Tesla is musk and when you think about the AI robotics the disruptive technology we've talked about in the program that's significant I mean it's worth probably 60 to 70% of the value of Tesla when you think about where everything's heading so this is a little game of poker that's going to go on with the board I think It ultimately gets resolved that was sort of the streets View today but no doubt I mean will it's the last thing you want to see is this sort of high stakes drama played over AC the lawsuit in Delaware that's still ongoing from 2018 I think what ultimately happens the new comp package will get him up there from from a you know from a percent probably to 18 to 20% % with incentives but then there's also thoughts are there going to be new structures in terms of almost an AI unit within Tesla where musk maybe has more ownership of that and then Tesla as a company has ownership for that because the reality is is that five years from now I think Tesla looks a lot different in terms of Robotics Optimus and AI that's going to be I could argue you have a stock that could double you know over the next four or five years as FSD and AI ultimately play out and that's and I think musk recognizes that as well be actual value but then it comes down to the biggest asset for Tesla is musk if musk ultimately took AI outside of Tesla that would change the dynamic of the Tesla story and I think the board recognizes that which is that this is going to be a little sort of old western standoff happening between musk and the board in the fast-paced realm of tech Innovation one man's audacious Vision has sent shock waves across the globe today dear viewers we embark on a journey through the enigmatic corridor of Tesla's Destiny but before we dive into the depths of this electrifying Saga let's get a glimpse of what lies ahead today we'll decipher Elon musk's grand design for Tesla tackle the intricate challenges of voting control examine the ripple effect of musk stock Maneuvers and gaze into the crystal ball to Envision the Uncharted future of this pioneering company get ready to be captivated get ready to be mistified because this journey promises to be nothing short of extraordinary don't miss a moment of the action hit that subscribe button and ring the notification Bell to stay in the loop with the latest Tesla insights discussions and breaking news welcome to Tesla stock news and let us get this video started Dan Ives shared his insights on a CNBC segment regarding Elon musk's request for a 25% voting control in Tesla a move aimed at influencing the company's progress in the realm of Robotics AI Dan Imes believes that Elon musk's influence on the company's value is substantial ranging between 60% to 70% many experts anticipate that the board will ult ultimately resolve this issue with musk in addition Dan suggests that Tesla's stock could potentially double over the next four to five years Dan Ives emphasizes a critical point stating Elon Musk is Tesla and Tesla is Elon Musk he underscores the significance of musk's involvement in AI products suggesting that it would be detrimental for Tesla if musk were to venture into AI development outside the company Dan response aligns with our sentiments without the broader ecosystem of energy Robotics and autonomy Tesla's valuation as just a company might indeed seem overinflated these additional elements significantly contribute to its overall worth much like how Apple's expansion Beyond its core products has impacted its trajectory it's worth pondering how much of Tesla's success hinges on Elon musk's Visionary leadership we've seen cases like apple where the absence of a Visionary figure can lead to a shift from Innovation to execution while both approaches can yield positive results the long-term impact of replacing a Visionary leader with an executive remains uncertain Tesla's future in this regard is a thought-provoking topic it's important to note that while Elon Musk aims for greater control there are questions about whether this move aligns with Tesla's scaling potential some argue that it might not be the most efficient path forward in the CNBC interview Dan IES believes that the tension between Elon Musk and the board will eventually find resolution it's crucial to highlight that musk's concerns aren't solely about increasing shares or wealth instead they revolve around securing influence in the realm of Robotics and AI his mission is to ensure that AI development remains aligned with Tesla's objectives preventing any Rogue developments this Viewpoint underscores that Tesla is more than just an automobile manufacturer its value extends beyond the automotive sector encompassing energy Robotics and autonomy without these elements Tesla's valuation as just a car company might appear overinflated the analogy to app's post Steve Jobs era Sparks a thought-provoking comparison highlighting the significance of visionary leadership addressing the 25% control issue it's worth noting that Elon Musk already possesses a significant number of unexercised shares from a previous compensation plan which would bring him closer to the 25% threshold even so the specific percentage might not be as pivotal as the influence he seeks some concerns about the world's richest individual amassing more wealth are valid it raises questions about the purpose and impact of accumulating such vast riches moreover there's a discussion about the potential consequences of musk exercising these options which could trigger a significant selling event to cover taxes this scenario could potentially impact investors negatively striking a balance between accommodating musk's objectives and safeguarding investor interests especially in economic downturns remains a challenging dilemma looking into the future musk's vision sees Tesla transforming into an AI robotics Powerhouse potentially doubling it stock value over the next four to 5 years this raises questions about potential restructuring including the possibility of creating a separate AI division within Tesla that musk would have more ownership of or even considering BuyBacks however the feasibility and complexity of these ideas remain uncertain expanding Tesla further or consolidating companies into one entity might not be the most straightforward path one suggested solution is to bring companies like Z to the Tesla fold however not all potential acquisitions align with Tesla's goals and the appetite for acquiring entities like the boring company might not be substantial such Acquisitions might not significantly impact elon's ownership percentage given their relatively lower worth compared to Tesla another point of contention is the concept of BuyBacks while some advocate for allocating a portion of Tesla's growing cash reserves to BuyBacks it's important to note that this approach would only gradually increase elon's stake in the company for every $10 spent on BuyBacks elon's ownership percentage would only Rise by $2 it's a slow path to achieving the desired control to put it into perspective for every $10 directed towards BuyBacks elon's ownership percentage would experience a marginal rise of just $2 while by backs can be a valuable Financial strategy for various reasons such as returning value to shareholders and optimizing capital structure they may not serve as the express vehicle to swiftly achieve the desired level of control over Tesla's future as for the idea of integrating other compan compan within Tesla it hinges on the intricacies of Tesla's stock structure the feasibility of this approach remains uncertain and experts like Dan Ives are better equipped to shed light on its viability one crucial factor in this equation is Elon musk's commitment to Tesla some speculate about the possibility of a divorce in his priorities particularly regarding his involvement in companies like SpaceX however elon's heart remains firmly with Tesla his enthusiasm for the development of Robotics and AI is a driving force behind his quest for control he aims to ensure that Tesla stays on course and prevents decisions that could compromise its future such as the development of a rogue robot army now let's turn our attention back to Dan IES who emphasizes the intertwining of musk and Tesla musk is Tesla and Tesla's musk this statement underscores musk's pivotal role in the company's value and Direction the question that arises is whether the board should seek guarantees from Elon Musk regarding his ownership percentage the concern stems from past instances where musk stock sales led to significant drops in Tesla's stock price investors worry about such scenarios if musk's control dips below a certain threshold it could raise questions about the company's stability Elon musk's timing and expressing his concerns about control is indeed intriguing it came seemingly out of the blue but is indicative of his growing frustration especially regarding the into a Robotics and AI focused company in recent months he has underscored this perspective during earnings calls discussing topics like AI Robo taxes and and the significance of AI in Tesla's future it's essential to recognize that musk is not distancing himself from Tesla's Ai and Robotics Ambitions quite the opposite he recognizes the rapid progress in these fields and seeks to secure control and influence to ensure Tesla stays on the right path viewers what are your thoughts on musk's dedication to Tesla's Ai and Robotics Vision feel free to share your opinions a point of contention raised in the discussion is the notion that Elon musk's recent action like selling some of his Tesla stock have hindered him from achieving the desired 25% control however it's worth noting that his stock sales didn't significantly impact his ownership percentage and the primary obstacle to reaching 25% lies in the voting control structure of Tesla some have suggested that Tesla could allocate funds to audacious vision of positioning Tesla as the Forefront leader in robotics and AI Technologies how can Tesla effectively navigate the intricate web of challenges surrounding voting control while preserving its innovative Essence and integrity to what extent have Elon musk's recent stock actions impacted his ability to achieve the coveted level of control at Tesla as the Tesla Saga unfolds what scenarios do you foresee that will shape the future of this pioneering company join the Tesla stock news Community by sharing your thoughts in the comments section below if you found this exploration both enlightening and engaging now is the perfect moment to demonstrate your support give us a thumbs up and make sure to hit that subscribe button thank you for watching and joining us today again this is Tesla hype and we hope to see you again in our next videos

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