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Lets assume what Jo is saying is correct, which is 40M Optimus. Lets say the half of them will be in US. So 20M. That means 20M people will be suddenly unemployed. Currently US workforce is about 172M. So the unemployment rate jumps to 11.6%. We will have other cascading effect to the economy which might lead to further worsening of unemployment rates to say, 15-20%. Thats definitely higher than the 2008 recession levels and almost in the Great Depression level territory. There will be a global impact to the economy. Nations will turn very hostile to these techs, as their vote banks would be very very hungry. Demand for manufacturing would rapidly decline and so will this use case. So I feel its in Tesla's benefit that they dont become the global villain and dig their own grave, simply by growing too fast. Elon's politics would definitely not help either.
I feel Optimus tech could be like the Atom bomb. You know it exists and its capabilities. But if you apply it, you have the chance of destroying everything. A whole new world economics has to invented for all this to make sense. And 99.99999999% people dont have the mental capacity to imagine and design this future.
Very informative❤
ОтветитьThis guy is completely delusional. For Tesla to go from $400 now to 10k+, the market cap would have to go to 38 trillion. That's impossible by 2030. The max Tesla is going is a couple more trillion up (1.4 tril now to maybe 3 tril) and that's being optimistic.
ОтветитьSheesh is right up there with the word moist
Ответить7125 shares. $219 basis. $1.5M bought 2020/2021. $3.3M today.
ОтветитьTesla stock is going to split no later than 2027 could be before.
ОтветитьTesla is going bankrupt because Elon is an evil Trump supporter 😂.
ОтветитьHere are my estimation, Tesla could be $16T in 2032, $TSLA=5.200$.
$3T for cars + batteries + trucks
$3T for robotaxis=2,500,000 at $50/day & PE80 --> 2,500,000x50$/dx360dx80=$3.6T
$10T for Optimus=1,000,000 bots rented $15/h, 16h/day, 350 days/year & PE=100. Like this Tesla keeps all data & don't create soldierbots.
Benchmark is to rent $10/h after 16h and $5/h between 20 and 24h of work. Fees=$500/month 100x((1,000,000×350d)×(15$/h×16h+10$/h×4h+5$/h×4h)-1,000,000×12m×500$/m)=$10.5T.
One $15,000 robotaxi will bring 50$/dx365d=$18,000/year for 7 years.
After 1 year, we buy a 2nd one --> 1, 2, 4, 8, 16, 32, 64 robotaxis.
$15,000 invested would yield 64x18,000= $1,150,000/year in 7 years, x77
Optimus costs $40,000 and yields $80,000/year or 1, 3, 9, 27, 81, 243 Optimus in 6 years.
$40,000 would yield 243x 80,000= $19,440,000 or, x500
When it will cost $20,000, that will be 1, 5, 20, 80, 320, 640. $20,000 could yield $50M, in 6 years.
There is a shortage of 2M jobs in the US and 6M in the UK and, in Europe there are no more nurses, cleaners, construction workers and waiters.
After 2030, due to the decline in the birth rate, we will be short of 13.5M workers each year in the OECD (USA, UK, Canada and Europe). In Taiwan, the fertility rate has fallen to 0.865, they are closing schools. In Japan, it is 1.21 and, in South Korea, it's 0.72.
In 2035, Tesla should be worth $5T + $5T + $25T = $35T or $TSLA = $10,700.
$40,000 invested should be worth $1M in 10 years.
Nobody is buying something at IPO, so the 1100% increase per year is just complete nonsense.
ОтветитьEven with an outrageous p/e of 200, you would need $55/share earnings for your $10970. Earnings this year are $2.50, so you would need earnings to 22x in six years, which is a CAGR of 68%.
ОтветитьWhat's ironic is my November 5th 2021 post on Nikola Tesla's Apparatus for the Utilization of Radiant Energy which cites the use of Mica in the elevated Condenser (battery). That's Jeff Dahn s and my revelation, him and I talked about at the SPI Solar Conference at his 3M booth in 2014. @ TeslaLeaks-com
ОтветитьThey need to model McDonald's with fsd. And for tesla add burgers to the valuation. Why not?
ОтветитьBe good to clarify your math on the 1100% a year, taking the total growth and dividing it by the amount of years does not give you the yearly returns due to compounding. The CAGR of TSLA since listing is approximately 57% PA, still a great return. Thanks for your videos and all the best for 2025!
ОтветитьMaybe 10k by 2040. It is aggressive. Hope im wrong
ОтветитьAlpha doesn’t mean leverage. Alpha is orthogonal to market returns
Ответить$10000 in 2028 is omfg moment sheesh is not enough 😂🎉🎉🎉🎉
ОтветитьJo says Elon is talking over German politics. I, as a German, can assure you, that the AFD will not be in government for the next four years. And all other parties hate the AFD and hate Elon now. So I am not sure, if Tesla AI-Robots will be allowed in Germany and Europe within the next 4 years. I, as a Tesla shareholder, who believes Tesla will have the best tech, am convinced, that the growth of Tesla will be very much slowed down in Europe, because of Elons politics.
And by the way: I don't think the AFD would be good for Tesla either, because that party is not like a republican party, they want to have total power for the government, which they run. No free speech, No democracy, no united Europe, no Euro...
The part of the bot plan that I dont understand is what happens to all the workers that get displaced from jobs. And then they dont have enough money to buy the goods that the bots are making.
ОтветитьThank you community. I gave the gift to my family of a mortgage free life. 🎉
ОтветитьSo much bs. Disgusting
ОтветитьWhat a surprise, technical trading didn't work. That is hilarious. Don't forget to consult a spirit medium, tarot card reader, etc. next time. Technical analysis is based on human behavior. The reason it doesn't work is because the price action is driven primarily by algos these days, but these voodoo astrologers will never learn that
ОтветитьTesla profits usd10k. But what about the efficency gain of horses to cars and the internet, seems like every time that the big boys and goverment figure out a way to keep us working 40 hours week on the grind wheel, taxed etc.. Or is it just that our living standard increases whereby we have more income to spend, we spend then that more on our overseas holidays or 2 car families instead of 1 and keeping up with the neighbours, the Jones's with buying things and services. Also why would Musk not drop the price of humanoid Robots so then less profit than you think in 2030 as Musk does indeed try to improve life for the average person.
ОтветитьThanks for the breakdown! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?
ОтветитьJo goes into so much more detail a new world is knocking on the door and 98% are living their lives with no idea what is coming.
Prepare now or be left behind .
Jo is awesome.... he needs to be on more of the channels -- Herbert, Farzad, Dillon, etc.
ОтветитьYes, winner take most, and with the most enormous moat imaginable. To really compete, another company would have to sell millions of EVs equipped with cameras like Tesla cars, and without FSD, and that is close to impossible today as everyone is way behind Tesla, but once Tesla has FSD, how does another company sell enough EVs to get the required data? If they manage to get the data, now spend many billions on compute power to develop the FSD program, and THEN you have to make EVs as cost efficiently as Tesla that are as durable and energy efficient, and THEN you have to enter markets and convince customers to switch to your service from one they are super happy with. Realistically you are talking $40 billion dollars to try to take share of the robo taxi market from Tesla, and probably fail.
Other companies will get the customers who get banned by Tesla for bad behavior, that will be their market share.
Amazing chat guys. I am from Norway, and most of the people here hate Elon and think hes stupid and has just been lucky his whole life 😂Its unreal, how do people have so little common sense and logic, while at the same time seeming smart otherwise? People go into attack mode if you say something positive about Musk, and even worse, Trump. I guess we should be thankful, since it is free money for us that use our brains to see the real world.
ОтветитьHard to believe the stock could go to 10k? Even $2500-$3500 would be life changing. 10k is mind blowing.
ОтветитьA quick summary and then an important question for the next video: 2030 price target is 26X or 183X with 26X being buy and hold and 183X being a mix of some risky or leveraged trade such as options and maybe options and margin and it is that that I would like to have a hypothetical conversation about is going in deep on the difference between the 26X strategy and the 183X strategy.
ОтветитьHow can we get a copy of your Tesla model?
ОтветитьI'm interested to know Jo's leveraged plays. I was in June 2026 330 strike calls and did very well, but am out right now. Also I'm in TSLL and way up on those too. Will eventually move to TLSA shares.
ОтветитьYou guys are ridiculous. Tesla bros...🤑🤯
Ответить10970 it is never going to split ?
ОтветитьUniversal Basic Income is a terrible idea
ОтветитьWhat are you guys doing.
ОтветитьFor those points to suffice, only high skilled immigration should be allowed in western countries. If low skilled immigration continues in western countries then jobs like drivers, menial workers would get filled up by the low skilled immigration and there would be severe backlash to implement FSD and Optimus.
ОтветитьI don’t understand how it could that high? Don’t they spilt after 14 or 1500?
ОтветитьWowww..awesome &.incredible discussion &.analysis ..blew me away :)))💕💕😆😆🙃🙃🎄🎄😎😎💕💕
ОтветитьDivide it by 4 to be realistic
ОтветитьI’m so greatful I’ve been buying over the last few years and managed to get 150 shares which have gone up over 100 percent I’ve even been buying both my kids in there tax free stock saver Tesla shares which can’t touch them untill there 18 they only have ten each but I’m guessing in 18years ten shares will be enough to give them a helping hand plus I’m always adding each month
ОтветитьSpeak for yourself I believe in humanity helping each other because why would you want to live by yourself
ОтветитьI absolutely love the grab your popcorn, caption
Ответитьthis price prediction is a sell signal to me almost...
ОтветитьStop posting nonsense.
ОтветитьOh no… so people who live to analyze stock and predict future from a crystal ball are SO dead wrong? Like .. 5X wrong? What are you smoking
ОтветитьMe laughing in my $4k used car. Ain't no way Robotax cheaper in the long run. But yes, for those folks financing $50K new cars every year that is destroying your family's P&L.
ОтветитьHoly Shit bro hahah
ОтветитьSheesh. A bull interviewing another bull. Can’t get more biased than that. 😅
ОтветитьWhat is the prediction if something happens to Elon?
ОтветитьWhere does Jo originally come from? He sounds German
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