Tesla Not Thinking of Valuation, Says Minton Beddoes

The transcript discusses Tesla's fluctuating market value and skepticism from investors like Steve Eisman. It highlights General Motors' strategy to compete with Tesla in the electric vehicle market. The debate on Tesla's valuation and its potential as a transformational technology is explored, along with its market lead and competition. The discussion also covers macro and micro bets on Tesla's future, including its position in China and the potential for disruptive technologies.

What challenges does Tesla face compared to legacy car companies?

What factors contribute to the macro bet on Tesla's future?

In what ways is Elon Musk considered a transformational figure?