저자: ChamathPalihapitiya · 외국인
요약 보기
자동 자막 기반 요약: 영상은 테슬라 지지 입장을 밝힌 Chamath의 발언을 다룬다. 2017년 이후 테슬라 강세 옹호, 5년 전환사채 구조 언급, 에너지 저장장치(메가팩) 사업과 배터리(파나소닉 협업) 기술력 강조, 테슬라 주가가 장기적으로 기존 기대를 넘어설 수 있다는 낙관론을 제시한다. 한편 CEO 주식 매도 배경과 과거 주가 하락 맥락도 함께 언급된다. 자막 오타가 많아 수치는 부정확할 수 있다.
다듬은 글
you've probably seen this guy's face on YouTube and assumed he's one of the well-known finance figures predicting doom and gloom for the US economy. His name is Chamath Palihapitiya. His predictions about the dire future of the US economy are widely known, but few people are aware that this Sri Lankan-born Canadian-American venture capitalist is one of Tesla's most ardent supporters, and that he has made some startling predictions about the stock's future. Stay tuned to the end of today's video to see how Chamath defends his incredible $10,000 prediction, and to get your questions answered. If we were able to answer your questions, please give us a thumbs up, and remember to subscribe.
It was recently predicted that the value of Tesla stock could double, or possibly quadruple, over the next few years. From 2017 to 2021, Chamath held a prominent position on Facebook. By the 2017 Sean conference, Chamath had drastically changed his portfolio and declared that he was one of Tesla's biggest fans. When CNN's Kelly Evans asked about the possibility of Social Capital, Chamath's hedge fund, purchasing Tesla stock, the company's founder and CEO responded at length, praising the company's five-year convertible bond for offering 95% of the shares' upside with the risk profile of a bond. Also, Chamath claimed to be betting on Tesla's CEO Elon Musk because they are close friends. The evidence suggests Chamath is a reliable investor who would not place a wager for friendship alone.
Seasoned financial experts seem to share our belief that Tesla is on track to exceed expectations. So it's not surprising that the energy industry would be severely disrupted, with trillions of dollars in bonds, capital expenditures, and value resting inside the world's energy generation infrastructure. Chamath claimed that Tesla is a clean energy firm that would eventually eat into the value of the fossil fuel industry, which places Tesla's stock to outperform, with the potential to work its way up to $10,000.
So why the fear? Why did Chamath end up selling his Tesla stock? Did this represent a loss of faith in the brand? When asked about the matter, Chamath said he just needed to move some money around. The most altruistic interpretation of his selling is that he is on a mission to transform the world, and if he can find a better way to reinvest cash at high rates of return, he should do so. A more cynical interpretation is that he is a promoter who cultivated a public image that allowed him to buy shares at a low price and drive up the price in public. In an argument with Rob Arnott, who was tired of expensive growth companies like Tesla, Chamath went on to remark, "I guess if nothing changed in our perspective and we got the $33,000 next year, we'd be peeling out of it." But these are incredibly optimistic numbers, so let's examine the real situation.
After a protracted fall, a number of analysts and investors anticipated that Tesla's share price would rise in response to the company's exceptionally strong fourth-quarter earnings in 2021. Instead, investors panicked and started selling their stocks in anticipation of a planned rate hike by the Federal Reserve, which they believed would lower the stock's value. Tesla's stock is currently trending upward, and investors in Shanghai-based companies are optimistic about the upcoming first-quarter earnings call. Footage obtained last month from Shanghai revealed that Tesla China strongly emphasizes Model 3 and Model Y exports. 2022 has undoubtedly been difficult for all equities, especially growth stocks, and most estimates remain tentative.
Now that the Berlin factory has started operations, and the 182.5 megawatt Elkhorn battery energy storage system built by PG&E and Tesla goes live later this year at the utility substation near Monterey Bay, it will be one of the largest utility-owned systems in the world, capable of providing electricity to an estimated 130,500 homes for several hours. Consider that a shipping container is the company's solution for large-scale battery storage. According to Tesla's website, the Megapack is a modular system with prices starting at roughly $1.4 million for a 0.8 megawatt battery. One of the best things about this stock is its technological underpinning. With the most recent developments at the Panasonic factory in Japan, which is expected to happen in 2023, Tesla is well on its way to becoming a household name. It has been reported that the company is considering expanding its factory in Japan to manufacture its first batteries. Tesla intends to demonstrate the safety and efficiency of its batteries, and it told Reuters that it would set up a test manufacturing line later this year, but it did not provide a timeline for the battery's widespread production. Instead, it stated that it was looking into a number of mass production techniques. Undoubtedly, public perception and the company's stock price will be impacted by Tesla's innovative leadership in this field. However, this may only persist temporarily, because Tesla asked Panasonic to develop the cell, and the company hasn't been barred from selling to other manufacturers. The head of the battery division stated that "we remain hopeful about Tesla's future."
Elon Musk, the company's CEO, had stated that the company intends to produce its batteries in line with Tesla's prediction that car deliveries will increase by nearly 50% in 2022, despite ongoing supply chain issues that Tesla is confident can be fixed. As the most valuable car manufacturer in the world, with quarterly sales significantly above Wall Street projections, Musk offered an optimistic outlook that has perplexed skeptics and bulls alike. According to market psychology, Tesla's worth will eventually increase and surpass present expectations, if you set aside the fact that it is increasing deliveries and continuing to dominate a number of other markets.
That concludes this video. If you found it useful, please give us a thumbs up and remember to subscribe. Do you agree with this assessment, and do you think Tesla stock will continue its upward trend? Do you agree with Chamath generally? Let us know in the comment section.
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