Tesla's Valuation is Reasonable, 'If They Get It All Right': Estimize's Drogen

The video discusses Tesla's current market position, growth potential, and profitability surprises. It highlights the company's valuation concerns and compares Tesla to other companies like WeWork. The discussion also covers the focus on production numbers versus long-term potential, and the competition in the EV market. The potential for Tesla to become a services company with driverless technology is explored, along with the challenges it faces from established car manufacturers.

What is the expected year-over-year growth in Tesla's deliveries according to the community of analysts?

• 125%

• 75%

• 50%

• 100%

What is the community's expectation for Tesla's future business model?

• Shift to software development

• Focus on real estate

• Become a services company

• Remain a car company

What is a significant challenge Tesla faces in meeting its valuation expectations?

• Increasing car production

• Achieving software margins

• Developing proprietary battery technology

• Expanding into new markets

Why might it be difficult to short Tesla stock in the near term?

• Strong profitability

• High short interest

• Expected growth in deliveries

• Lack of competition

What is a potential upside catalyst for Tesla in the short term?

• Partnerships with other car manufacturers

• Improved manufacturing processes

• New product launches

• Increased marketing efforts

What is a key factor that might influence consumer choice between Tesla and other EVs?

• Availability of charging stations

• Brand reputation

• Autopilot and self-driving features

• Price of the vehicle

What is the main concern about Tesla's business model compared to WeWork?

• Over-reliance on software

• Fantasy about other business lines

• Inability to scale production

• Lack of profitability