TSLA bullish call by Curious Pejjy

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“I'm betting on Tesla.”

Thesis at the time

Strongly Bullish

The speaker believes Tesla's Cybercab will dramatically undercut ride-share competitors on cost and vastly out-scale them on manufacturing volume and efficiency, allowing Tesla to dominate the robotaxi market. He argues Tesla's approach of designing a purpose-built, low-cost, high-volume vehicle gives it a structural advantage that Uber and Waymo cannot match.

Key arguments

Cybercab aims to drive retail cost per mile to $0.30-$0.50, undercutting competitors dramatically
Tesla can produce Cybercabs for less than $20,000 versus Waymo's roughly $50,000 per vehicle
Cybercab manufacturing cadence could reach one every 10 seconds versus Model Y's ~60 seconds
Cybercab efficiency of ~5.5 miles per kWh versus ~4 miles per kWh for best Tesla vehicles today
Tesla's production ramp could surpass Waymo's entire fleet size in under two months once scaled

Counter-arguments acknowledged

Waymo could try to lobby regulators to slow Tesla down as a defensive tactic
Waymo's LiDAR-based tech team is now trying to pivot to end-to-end neural nets, though speaker feels it's too late

Hedges and caveats (from the video)

Speaker acknowledges competitors won't be "cooked tomorrow" and decline will be gradual
Admits uncertainty about actual per-unit costs for competitors
Acknowledges small niche market will remain for human-driven services (Uber)
Prediction timeline is vague ("slow at first, then all at once")