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think there's a long list of reasons why traditional Auto is going to tough spot yeah I just have to jump in here and say look if you haven't heard the news 10 . Tesla is now partnering with GM and Ford on basically making the Tesla Chargers and the Tesla supercharging Network the ubiquitous standard of North America this is remarkable because in Europe we use a completely different charging plug in America other companies use this different charging plug but the Tesla charging plug has always been seen as exclusive to Tesla well now all of a sudden other car companies are actually going to adapt to be able to use the Tesla car charging standard especially the car charging uh infrastructure the the actual estimation Chargers and the superchargers now what I want to say is remarkable about why this is so impactful uh is two things number one and this is why the stock is moving so much number one obviously we know that an abiding Administration is desperate to get more electric vehicles out but in order to get more electric vehicles out you need more Chargers but even Ford can't even make a profitable electric vehicle Ford doesn't expect to be profitable on electric vehicles until 2025.
GM just dropped a bombshell and indicated they don't expect to be profitable on electric vehicles until the end of the decade unfortunately every Legacy auto bull had the impression that oh electric vehicles well of course Ford and GM will lead the way because they have experience you know what that's like that's like the kind of crap I hear all the time when people are like oh that person's old that they have experience and they'll be able to do the job right I go age means nothing don't ever age discriminate they're old people who are very very smart and very very good at what they do and they're all people who just rest on their Laurels of their age then their young people were very very smart and they could figure anything out it's really incredible and I think the same is true for companies and we're seeing exactly that happen so the Biden Administration in my opinion is going to shower Tesla with tax credits directly from the inflation reduction act we know the inflation reduction act has energy infrastructure Investments uh slated for somewhere around 380 billion dollars however remember what Goldman Sachs told us Goldman Sachs told us that these energy infrastructure Investments thanks to loose interpretations of the rules passed via the inflation reduction act which was probably intentional remember the inflation reduction Act was supposed to reduce spending but thanks to loose interpretations by the treasury Department after the law has become into effect to the benefit of the Biden Administration and of course energy companies not money according to Goldman Sachs is not probably going to be 387 billion dollars it's probably going to be a lot more like 1.2 1.3 trillion dollars in other words two or three x what the Biden Administration and Congress had suggested uh the spending would look like a lot a lot of that money I really believe is going to get showered to Tesla to continue out superchargers so even though other car companies are going to start using these Teslas we're going to see two three four five x the number of charging stations everywhere this is really a win for everyone now personally I have a little bit of this like this this innate I think this is in nature okay I've personally gotten over it but I do think it's innate like you have this feeling if you have a Tesla you're like that's mine back off my charger I want the charger available for me because I bought a Tesla so back off take your Ford and GM somewhere else yes that is a very real feeling that a lot of Tesla owners are going to have they're going to feel this this feeling of wait wait a minute like okay well it's going to take time for you to build more Chargers out and that's true there's going to have to be a balance in how they sort of release the availability of these Network Chargers uh to these other companies it's not going to be overnight by any means in fact I looked on my map locally and most of the Tesla Chargers were locked to third-party vendors yet and I think that's because they still want to build more infrastructure before burning the Tesla car owners so so I do think Tesla is managing that balance and I think if you're a Tesla investor you really have to trust Tesla to manage that balance and and not worry about it now but what I do think is really incredible really incredible is the following a Tesla requires you use the app in order to charge your non-tesla right well watch this so this is the Tesla app now I'm going to take one finger and there are two things that you could do with one finger on this app okay uh number one you could kind of put it on the right side of of the phone and I this is all about user interface right this is incredible watch this if I put it if I put my finger on the right side of the phone and I swipe to the right which is what you have to do uh or I guess that would be a swipe to the left but I move the screen to the right uh in order to get to how to charge your non-tesla Watch What Happens so I'm going to grab here oops I accidentally clicked order now oh was that intentional absofreakinlutely now I'm gonna scroll my finger just one time oh it also kind of ends on order now all right I'm gonna keep scrolling oh there it is charge your non-tesla so for you to actually get to charge your non-tesla you have the likelihood of accidentally clicking order now but then if you swipe once you still see order now or best case scenario you have to swipe twice which gives you plenty of an opportunity to happen to look at this order now button which is actually very convenient because look at that the first button is experience Tesla smart free test drive come on by anytime not that hard just click the button come experience the Tesla look at how smooth by the way the ordering screen is you want to order a let's say a a Tesla Model wide there you go 7 500 tax credit potential savings listed here purchase price listed here hey which model do you want you know what okay let's say you want the model y performance and you can scroll through this I'm going to pick the blue one you get to play with it right here and customize it as you wish right here get your autopilot if you so please or whatever and then continue to order your Tesla and you can uh you know go ahead and and summarize your order and basically put your 250 deposit down right now with Apple pay so two clicks after you accidentally click on order Tesla when you really just meant to go charge your Ford or GM vehicle you could be ordering a Tesla so not only is Tesla going to get showered with vehicle credits from the buy Administration but they're basically going to take these credits and build in a perfect advertising model into the actual app and then show off those additional federal tax credits maybe even state tax credits that you get within an app where people are very likely to just accidentally press on order Tesla when they want to charge a non-tesla no I don't think it's it's like they're trying to manipulate people to buy Tesla they're just making it very convenient for people to buy Tesla so remember for you to charge your non-tesla you must download the Tesla app and then you kind of have to scroll over to get to charger non Tesla now it's possible that if you don't already have a Tesla uh your your Tesla's there on the left won't show up so maybe it just starts like this right but still also brilliant because your first button here is order now or get Tesla insurance or Tesla all of this is is money for Tesla you still have to scroll over to charge your non-tesla which is great but not only that think about the social aspect of this you go plug in your Ford or whatever at a Tesla Supercharger and you know you get out and you see all the Teslas it's gonna be a great opportunity to be like oh so so how's that full self driving you realize a lot of people today they still think full self driving only functions on the highway full self driving is phenomenal uh I barely Drive anymore even in the cities everywhere I go now and it didn't used to be this way but everywhere I go now I turn on I put in a little address and I set it to self-drive and I just sit there like a supervisor and it's great because it's taken so much of the anxiety of driving away and just sort of the effort of driving uh which I know that sounds on one hand crazy because some people are like hey come on man like what do you mean the effort of driving try FSD and then you'll understand the effort that actually went into driving when you feel the effort of not actually driving it's it's kind of like being a passenger in the front seat it's almost what it feels like like you're kind of still looking around and you're like oh hey heads up that light is red right like you you see that right oh hey hey that guy's coming over that's kind of what it feels like it feels like you're you're more of like a backseat driver in the front uh that more more than actually driving which is incredible but it's really what's fascinating is this will just be the beginning so you've got Ford and GM these will be the first movers which is weird to say but the first movers to follow the first mover of Tesla into the Tesla supercharging standard that'll incentivize even more supercharging construction incentivized by the Biden Administration so basically free supercharging networks uh or near substantially subsidized we'll put it that way I don't want to say free and then you've got these built-in basically ads here for uh for basically buying your own Tesla in the Tesla uh app which you need in order to charge a non-task law and that's you need the app because the Tesla chargers they don't have any kind of like stupid credit card window or whatever where the pain of paying is like super high for you to use the darn charger that doesn't exist in fact Tesla was going to build some superchargers in a city in California I can't remember which one but the city required Tesla to put in some kind of like on Terminal payment infrastructure instead of using an app and test is like Fu screw you you don't get superchargers then which is the right answer because it's like what a pain in the butt to go to and I've done it before but to go to a stupid supercharger plug the thing in and then you have to stand there and like okay I gotta now use my credit card and I gotta enter it into this stupid machine or what and all this crap it's a pain in the butt whereas if you just had an app click all right boom plugged into number seven Great boom charge done and then you walk away it's so great so easy now with the Tesla you don't even need to open the app it just literally open the charge port plug it in walk away even better so uh revolutionary this is a big announcement from GM here to follow Ford as well and it's likely now that you're going to see the Volkswagens the European autos and anyone else wants to compete in the electric vehicle space in America to to also at least provide the optionality to their customers that's a big deal it's going to be a selling feature hey you get access to the Tesla Supercharger Network and quite frankly it blows my mind because on one hand if if I'm GM and I'm like buy our electric vehicle but use Tesla superchargers quite frankly to me there's nothing that screams dying company more than that you know to me it'd kind of be like use me as a real estate agent but we're gonna put somebody else's sign in front of your house because I suck but I still want to be your agent I still want to get your business like to some extent you really have to take an L here to accept these Tesla superchargers but but they realize we're not profitable on the vehicles we don't want to burn our investors for the next 10 years trying to build out a competing supercharging Network so screw it let's just buy Tesla it's really incredible also remember not a lot of folks in my opinion when it comes to Tesla have uh have vastly misunderstood or or vastly misappreciated what AI actually means uh so remember from a stock market point of view right remember artificial intelligence is is fantastic look I've got I've got a course on on um how to make more money it's our entrepreneur and uh employee course like basically if you want to make more money as an employee or you want to make more money as an entrepreneur you join it right and so what I decided to do is add I had about 35 lectures and we probably got another 15 in the works or so to the uh featuring the AI productivity group and it's great because rather than just like oh like here's the latest and greatest you know tool you're going to use for 20 minutes this is actually like oh wow here's how I can really incorporate AI to actually make more money that's the the sole basis of every lecture in that program on AI is like how do we actually make more money but I'll tell you one of the big and this is a little little hint for you one of the spoilers in it is that I say in almost every lecture this is not about the tool this is about how to use the AI and that's because and I say this as well I don't give an he double hockey sticks what tool it is I don't care we have zero loyalty to the tool we have loyalty to us being educated on how to use it better to be more efficient entrepreneurs or employees that's what matters now that is a big red flag to software companies in AI listen I saw a thing on y combinator yesterday or whatever that 50 of the startups are like we're AI startups it's all like the the odds of these companies making a lot of money in just AI is stupid the reality is good companies will use AI to make themselves more productive but just AI software companies and trying to make a buck with an AI software company good luck because you're look you're trying you're begging people for like five dollar subscriptions all over the place and then two weeks later somebody just makes a better version of your own app and then you have to decorate then you go bankrupt basically point is and this Loops back to Tesla everybody's forgetting that Tesla is actually your profitable version of an artificial intelligence service everybody forgot that I didn't I'm like folks this AI craze is literally exactly what you want with Tesla to boost Tesla stock in fact uh I did a Yahoo finance interview and uh you could find it uh look at this three three weeks ago nobody believed it nobody believed everybody got mad at me whatever but look at this go to Yahoo finance Tesla will be the best AI play of the next decade Kevin paffrath says May 17th see it's June 7th three weeks ago May 17th Kevin financial analyst YouTube host blah blah you know and then basically we talk about the shareholder meeting and this video we went on and and I talked basically about how uh you could just look up the interview but I basically talk about is this it I think this is oh yeah hey look there's me uh but anyway I talk about we talk a little bit about Tesla advertising and uh and and um it being the best AI play because they actually make money off the AI and just like I talked about how functional the FSD is becoming where else could you potentially sell an AI product for fifteen thousand dollars remember what I just set up a lot of the little AI crap tools and startups are trying to you know sell you like AI blow jobs for five dollars okay those are those are sloppy that's nasty okay whereas over here a Tesla they'll sell you fifteen thousand dollar one and they actually get it or they charge you 200 bucks a month like all of a sudden you start thinking about like damn didn't even think about it if you're gonna invest in software companies where are you going to get the bigger money Tesla so very very exciting uh now uh that uh that is that's something to keep in mind Beyond obviously uh chips you know even Elon Musk himself is complaining about a lack of chips uh and that's all going to obviously increase order Demand on companies like AMD uh maybe to some nominal extent your ibms and your intels obviously more like your nvidias your tsmcs uh Elon Musk partnered with he bought some server space over at Oracle for his AI startup is is sort of like uh you know open AI competitor if you will uh which is it seems to be more of like the foundational part rather than like the let me tell you the five dollar service on top of AI the AI back end and he's like I can't get enough chips over here at Oracle to actually some you know sufficiently establish the servers that we're trying to build out so I do think there'll be shortages uh as well which will bode well for chip makers but again this is why I've regularly said look if you want to invest in Ai and I've been saying this since like November chips and Tesla uh but again that's just my opinion I know it's it's worked out very well so far uh but uh you know at some point that will stop and that's at some point we're going to go back to realizing oh crap you know we do also have to consider valuation uh darn so I mean look at valuation for a moment so Tesla's projecting 3.45 cents of eps the sucker's now at 250 bucks honestly it could go to 400 bucks by the end of the year which is insane uh but it could and honestly I mean I look at it I mean it doesn't start gonna over 300 bucks I'm gonna be like all right we're gonna start getting to the point where it's maybe maybe eventually going to be time to start diversifying at least a little bit away uh but anyway so uh at 250 bucks divided by 3.45 cents of eps we're looking at a 72 forward p e ratio now we are looking at about 35 growth so we're at a toupee you know Tesla literally went from a one to 1.4 pack to a two Peg very very quickly uh and uh and I actually think right now it's mostly running because of this this realization that the Legacy companies just aren't winning it's not even really running on the AI Revolution yet that part hasn't even been built in yet that's even more wild so uh things to keep in mind I mean look at this Tesla right now in pre-market is up 6.2 percent Neo's down 1.28 I mean we already talked about Neo in the Chinese segment about how they need 35 annual growth for the next five years just to break even at their level of operating expenditures of three billion dollars that's insane that's a lot of growth they got to get to it's gonna say they're gross profits like 700 mil right now compared to for for 2022 compared to uh three bill of Opex it's it's crazy uh you know it reminds me actually a lot of what what some startups do which I absolutely despise like I hate seeing this crap it just pisses me up but I see some startups out there what they do is they raise money and then they they don't actually have like a product that's good but they just like exist for 10 years and then they just pay themselves salaries and live off of that and I'm like well uh you know any startup I do is going to be the opposite of that I'm not going to take a salary or we're going to minimize expenses and we're actually gonna have a product your service that actually makes real money uh it seems true for example for a house hack like I don't take a salary over there uh you know we we don't spend that money like I look at every penny of that if investor money is precious but other people just look at it as ah you know hey I was able to Market to them and therefore I'm gonna you know live off that and I'm like that's janky but you know that exists so anyway um you know obviously do your due diligence when you're investing uh there are plenty of other great startups out there I'm not saying everybody else is bad it only comes here that's not what I'm saying I'm gonna be clear about that there are plenty of other great things to invest in but uh this is great this is absolutely great for Tesla it's it's uh I don't even think the artificial intelligence part has been priced in yet but I just want to reiterate that and hopefully that's a little bit more clear because again I really want you to think about when you think about AI in your life well the first thing you should be thinking about is you know I gotta get into Kevin's programs they're really good it amazes me how many emails or messages we still get a people like you know I finally joined and I was suspicious and then I joined up my first course member livestream like oh damn there actually is a lot of value here it's rewarding to hear that but it's also a sign that maybe I'm not marketing that as well as potentially could but anyway I really want you to think about it to yourself where in your life right now are you paying four artificial intelligence what are you paying 20 bucks for open AI five bucks for this 10 bucks for that you know 10 bucks over there 19 bucks over there and then compare that to what Tesla's charging for their AI it's incredible I mean you're talking about 10 10 to 20 x so uh so consider that uh somebody here saying Qualcomm is the hidden AI stock Qualcomm that I don't know about that you know you're certainly a 5G and and mobile Centric company here uh a lot of revenues coming from cell phones uh handsets as they call them which I always think is a weird word handset but if you look at their earnings reports you'll see they call them handsets uh and and you know we've gone through uh Qualcomm quite a few times as well as broadcom over the last uh few weeks here just to evaluate their AI Ness so to speak and we're like he's trying to say they're Dewey AI look at DocuSign this morning let me DocuSign beat uh but they're like we're using Ai and I'm like really your forms still suck don't get me wrong I love it DocuSign they made my life so much easier when I started as a real estate broker 13 years ago oh man that sounds horrible to say uh but anyway uh yeah oh Scott thank you for saying that just saying Kevin has the greatest value info for the money you pay that I have foun
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