Tesla Probably Won't Live Up to Valuation, Estimize CEO Says

The video discusses Tesla's short-term success in delivery numbers and long-term challenges from competitors like Volkswagen and GM. It highlights the impact of EV tax credits on profitability and the potential effects of state regulations. Tesla's response to the global chip shortage is noted, along with the role of Bitcoin in its valuation. The video concludes with Tesla's strategy to reduce car prices and improve cost management.

Discuss the implications of the proposed tax on EVs in Montana and its potential effects on the market.

What strategies has Tesla employed to navigate the global chip supply shortage?

What role does Bitcoin play in Tesla's overall story and valuation according to the text?