Where will Tesla be in 10 years? (w/ @HyperChangeTV)

TL;DR

The video features an in-depth conversation between Gali Russell and Brandon, discussing the history of Tesla, their investments in the company, its potential for growth, and the role of full self-driving technology.

Transcript

hey guys welcome back to yet another episode of the new money advent calendar we're still going strong and uh very special video coming in for you guys today another collab this time with my mate gally russell over in seattle at the moment from hyper change how you doing mate great what up brandon great to be here how's your tesla going tell me abo... Read More

Key Insights

• 🤔 Gali highlights the importance of thinking beyond the financials and examining the underlying technology and the potential disruption it can bring to various industries.
• 💪 Tesla's strong brand presence and grassroots support have contributed to its success and made it different from traditional automakers.
• 🪛 The potential of full self-driving technology as a key driver for Tesla's future growth cannot be underestimated, as it opens up possibilities for new services and revenue streams.

Questions & Answers

Q: How did Gali Russell get started with Tesla stock?

Gali's interest in Tesla started in high school when he learned about the Roadster. He became fascinated by the company's vision and its potential to change the energy and transportation systems. He started investing in Tesla in 2012 when it was viewed as a risky venture.

Q: What is the future of Tesla Energy?

While Tesla's car business remains dominant, the energy division is expected to grow and become a significant part of the company's overall business. Gali believes that the energy business will expand as Tesla develops more battery packs and scales its products, including solar roofs and energy storage systems.

Q: Will Tesla sell its battery packs to other automakers?

Gali is skeptical about Tesla licensing its battery packs to other automakers. He believes that Tesla's focus will remain on its own products and meeting the demand for its vehicles. Additionally, he sees more potential in Tesla operating its own fleet of robo-taxis and using the batteries internally for its autonomous services.

Q: How does full self-driving technology impact Tesla's revenue?

Full self-driving technology is expected to play a significant role in Tesla's future revenue. Gali emphasizes that the value of autonomy will exponentially increase as Tesla's fleet of autonomous vehicles grows. He envisions a future where Tesla benefits from a network of robo-taxis, providing various services and generating substantial revenue.

Summary & Key Takeaways

• The conversation covers Gali's long-term relationship with Tesla, starting from his fascination with the Roadster in 2009. He highlights the company's vision to revolutionize the energy and transportation sector and its alignment with his passion for sustainability and high-tech disruption.

• Gali shares his experience of investing in Tesla when it was a risky venture and the skepticism he faced from others at the time. He believes that the company's success comes from a unique combination of doing the right thing for the environment and being a highly successful business.

• The discussion delves into the importance of full self-driving technology as a key driver for Tesla's future growth. Gali is optimistic about the potential of the technology and envisions a future where Tesla becomes its own utility, harnessing its fleet of autonomous vehicles to offer various services, including ridesharing and delivery.

• Gali also raises questions about Tesla's Energy division and its potential compared to the car business. He believes that while the car business remains dominant, the energy division has the potential to become a significant and exciting part of Tesla's overall business in the long term.