What Bears Have Wrong on Tesla

The transcript discusses the contrasting bearish and bullish views on Tesla, focusing on production, demand, and the impact of federal tax credits. It highlights Tesla's production capabilities, demand factors, and potential vulnerabilities in a recession. The discussion also touches on customer service challenges and the company's growth trajectory.

What are the main concerns that Bears have regarding Tesla's profitability?

How does the demand for Tesla's Model 3 vary in different regions?

What are the key factors that contribute to Tesla's stock performance?

What impact do federal tax credits have on the demand for electric vehicles?

In what ways could a recession affect Tesla's sales?

How does Elon Musk's personal involvement with customers impact Tesla's brand?

What strategies might Tesla employ to address customer service issues?