저자: ChamathPalihapitiya · 외국인
요약 보기
결론: 채머스는 테슬라가 아이폰 모먼트를 맞고 있다고 주장하지만, 이 영상의 실질적 근거는 대부분 과거 설명과 장기 낙관론이며 앞으로 1~3개월 가격 방향에 대한 명시적 예측은 확인되지 않는다. 자동차 업계 구조 논의: 채머스는 노조 요구안이 자동차사 수익성을 악화시킨다며 포드의 경우 가상 계산상 약 300억 달러 흑자가 170억 달러 적자로 바뀌어 70억 달러 격차가 난다고 언급했다. 이를 극복하려면 고가차 판매가 필요하지만 그 차들이 잘 팔리지 않을 것이라고 봤다. 테슬라 배터리: 테슬라는 CATL, 파나소닉, LG화학 등과 협력하면서도 배터리 생산을 점차 내재화하고 있으며, 중국을 제외하면 원가 우위가 있어 높은 매출총이익률의 원인이 된다고 설명했다. 테슬라 소프트웨어·로봇화: OTA 소프트웨어 서비스 판매가 긍정적이며, 자동화(로봇화) 세계 선두로 가격 경쟁력을 제공한다고 평가했다. 미국 업체는 따라잡아야 하고 중국 업체가 빠르게 추격 중이라고 봤다. 금리와 수요: 금리가 점차 낮아지면 수요가 늘어나고, 가격을 낮춰도 총수익성이 함께 증가해 윈윈이 가능하다는 논리다. 다만 구체적 금리 수치나 기간은 제시되지 않았다. 에너지 사업: 테슬라 에너지(태양광·ESS) 사업이 성장 중이며 전기차를 넘어선 성장 동력이라고 주장했다. 공급망 제약으로 성장이 제한되었으나 해결 후 생산·설치를 차량보다 빠르게 늘릴 계획이라는 머스크 발언을 인용했다. 슈퍼차저·FSD 라이선스: 타 전기차 업체와의 슈퍼차저 개방 거래가 애플의 서드파티 앱 수익과 유사하다고 보았고, FSD 소프트웨어 라이선스 가능성도 언급했다. 글로벌 확장: 기가팩토리의 다국가 확대를 아이폰의 글로벌 확산에 비유하며 전 세계 전기차 수요 대응 전략으로 평가했다. 리스크: 경쟁 심화, 규제, 생산 문제 등 불확실성을 인정했다. 영상 후반 진행자는 테슬라가 수익 기회를 활용할 것이라고 긍정적으로 정리했다. 전망 요약: 장기적으로 테슬라를 낙관하는 발언이 중심이며, 단기 가격 방향에 대한 명시적 예측은 없다.
다듬은 글
their backs are against the wall look at the automakers that the deals that's that the unions have proposed to the automakers will cause them from I thought I saw an an analysis of Ford where Ford would go if you just did a pro fora and went back the last couple years they would have gone from like you know 30 billion of profits to minus 17 billion of losses so that's a $7 billion swing in the Ford p&l the only way they overcome that is with more expensive cars which Jason to your point means that those cars are not going to get sold I do think that you're going to just have a little bit of belt tightening in the in the consu this expert investor has just disclosed the secret to making millions from the stock market particularly by investing in Tesla the stock investor who recently predicted the iPhone moment for Tesla has some new advice for anyone who has or wants to start buying Tesla shares what did he say keep watching to find out as we go through the details of the latest comments from this Tesla investor in 2021 when Chamas P happa revealed that he sold all his Tesla shares investors found it shocking since it previously disclosed important fundamentals that could cause Tesla's stock price to rise in the future P happyer has always been bullish on Tesla for a while now and it's not surprising that he's got all these new comments to make about the auto company in the course of this video we're going to delve into Chamas paba's views and opinions on Tesla folks in on his assessment of the company's Innovation Market position sustainability efforts and potential future impact on the automative industry and Beyond we're also going to explore his investment perspective technological insights and predictions regarding Tesla's growth and influence let's get started yeah well that's a thing you know Steve I had on a bull bear debate recently it was really about Tesla I'd love to ask you some poignant questions and if you could respond to them because I think that you know the first was Tesla the argument was Tesla makes batteries Tesla doesn't make batteries does Tesla make batteries yes or no have they made a battery look there's not a black and white question here what they do is they partner with the catl the Panasonics uh and the LG chm of the world but in increasingly they've taken battery production inhouse they have a cost advantage over virtually everybody else except for the Chinese and that is part of the reason they have such high uh gross margins which is great news second through the Masters it's selling OTA or overthe software Services that's great and third they lead the world in robotization so that's what's giving them the price Edge the Americans are going to have to keep up the Chinese are coming quickly this Market's it is fascinating there's going to be a restructuring of the global auto market like we've never seen before Tesla's Journey towards an iPhone moment is unfolding right before our eyes and it's an exciting time to be a part of this transformative Journey the automaker is already evolving into a global company and this is an interesting thing to watch paba is an investment expert who has a track record of identifying groundbreaking companies and profitable Investments this American venture capitalist and founder of Social Capital has actually recently identified a critical event in the history of Tesla stating that the automaker could be about to have its iPhone moment py and noted that this Tesla iPhone moment could represent a potential turning point for long-term growth and profitability and so anyone who's betting on Tesla now may be up for massive Returns on their investment hey guys welcome back to Tesla tomorrow in the electric vehicle World Tesla is often hailed as a Pioneer and rightfully so from the early days of the Roadster to the now iconic Model S and model 3 this company has consistently pushed the boundaries of what electric vehicles can do and it will will continue to do so for a long time Tesla's iPhone moment as ptia puts it refers to a pivotal moment in a company's trajectory when a groundbreaking product or technology revolutionizes an entire industry much like what Apple did with the iPhone back in 2007 this gross trajectory is reminiscent of the initial surge of iPhone sales when the world realized the potential of smartphones as more people realize the benefit of driving electric vehicles there will be a massive shift towards EVS if Tesla is able to sell these cars at cheaper prices then more people will likely op for a Tesla car in fact this could be Tesla's chance to finally achieve a monopoly before we carry on though according to paba as rates eventually start going lower demand will naturally go up as well at the time Tesla could be able to sell more cars they should be able to achieve that and if they keep cutting prices the demand will increase while total profitability also still goes up so it's a win-win situation right there one major aspect that contributes to Tesla's iPhone moment is the company's Diversified approach Beyond just electric vehicles the automaker's energy business is rapidly growing with solar energy systems and energy storage products gaining traction worldwide this diversification Echoes Apple's expansion into services like the App Store iCloud and apple music which all solidified its position is a tech giant Tesla's Energy Products align with the company's mission to accelerate the transition towards sustainable energy and this commitment to a clean energy future sets the company apart from other automative manufacturers P happy SE Tesla expanding into the energy business in the future in previous news while speaking on Tesla's energy business H hia told CNBC that Tesla's growth is much more than just electric cars stressing the potential of Tesla's renewable energy components to make the EV company worth trillions at the time the stock investor revealed that musk was figuring out a way to harness the energy store it and then use it to help people achieve the productivity that they want and also to help fight climate change this could be said to be an accurate look into Tesla's future since Elon Musk previously revealed the company's plans to accelerate its solar and energy storage business the Tesla CEO noted that although Tesla's energy business growth has been limited by supply chain constraints the plan remains to expand production and deployment faster than vehicle production once the supply chain issues are resolved one of the key driving forces behind Tesla's energy business growth is the increasing demand for Renewable Energy Solutions as well becomes more environmentally conscientious the need for sustainable power sources has never been greater and Tesla's Energy Products like solar panels and energy storage solutions provide reliable and clean energy alternatives for residential and Commercial customers chamat ptia also mentioned Tesla's supercharging deal with other EV makers stating that its close similarity with Apple's move is striking to see according to him Tesla is going to benefit from these supercharging deals just as Apple made a lot of profit from third party apps Tesla could also license its FSD software furthermore Tesla's global expansion is reminiscent of how the iPhone quickly became a global name with gigafactories spouting up in multiple countries Tesla is strategically positioning itself to cater to the growing demand for electric vehicles on a global scale all these factors combined suggest that Tesla is experiencing a turning points that could Define the future of EVs and the industry with musk's Visionary leadership and Tesla's Relentless pursuit of innovation the company is setting itself up for a future that may parallel Apple's Journey after the iPhone's release of course with such transformative growth also comes challenges and uncertainties and the EV Market is competitive and Tesla faces various regulatory production challenges and other issues like that however much like Apple's ability to navigate obstacles over the course of time and evolve Tesla has shown resilience and adaptability in addressing challenges head on there are so many opportunities for Tesla to make money and we believe that the ultim will take full advantage of this now and in the future but what do you think about Chamas paba's comments on Tesla let us know down below and let us know
Comments 0