Tesla's Future Value
Aswath emphasizes the importance of understanding Tesla's diverse business ventures beyond just automobiles, suggesting that the true value lies in its side businesses. He argues that while Tesla's price cuts may lower margins, the hope is that increased sales will support its broader ambitions, including robotics. However, he warns against overestimating the potential of these new ventures, particularly the robot business, which he believes may not reach the lofty valuations some predict.In this clip
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What's holding back self-driving cars as discussed in the episode Prof G Markets: Third Quarter Review — with Aswath Damodaran and the clip Tesla's Future Value?
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