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Podcast: Tesla Daily: Tesla News & Analysis
Episode: Interview: Tesla's Position of Strength w/ Alex Potter (11.20.21)
Description: Alex Potter joins Rob Maurer to discuss the strength of Tesla's business, excellent Q3 results, challenges for competitors, short to long-term outlooks, valuation methodology, various business lines, FSD Beta, Tesla Insurance, Rivian, Lucid, and more. 0:00 Tesla's Q3 results 3:35 Tesla's margins 8:51 Legacy automaker challenges 12:12 EV awakening & secondary impacts 20:50 Can Tesla's growth rate accelerate? 25:39 Is this a transitory period? 30:18 Structural profitability 33:12 Tesla compared to Amazon 36:19 Valuation methodology 44:03 Investor regret 45:37 Tesla service business & warranty reserves 59:27 Are legacy auto bankruptcies coming? 1:12:35 FSD Beta 1:21:21 Elon Musk stock sale 1:25:06...