Tesla Model 3 Cannibalizing Other Models, Analyst Ives Says

The transcript discusses Tesla's recent price target cut from $390 to $365 due to logistical and demand issues, particularly with the Model 3 impacting other models like X and S. The conversation highlights the potential need for a capital raise of $2-3 billion, given upcoming financial obligations and the current state of the credit market. The discussion also covers the impact of Model 3's success on Tesla's profitability and the company's future financial strategies, including possible equity and debt options.

What percentage of Tesla's issues are attributed to demand according to the discussion?

• 20%

• 40%

• 60%

• 80%

How is the Model 3 affecting the demand for other Tesla models?

• It is reducing demand for non-Tesla vehicles.

• It has no effect on other models.

• It is cannibalizing the demand for Model X and S.

• It is boosting demand for all models.

What is the likelihood of Tesla needing to raise capital according to the discussion?

• About 30%

• Less than 20%

• More than 50%

• Exactly 50%

What financial strategy is Tesla most likely to use to raise capital?

• Issuing new debt

• Selling assets

• Reducing expenses

• Raising equity

What is the price target set for Tesla's stock?

• $290

• $365

• $400

• $450