TSLA Price Target, Tesla FSD, & China Competition Predictions w/ Vincent Yu of Tesmanian (Ep. 267)

I talk with Vincent Yu of Tesmanian.com about Tesla in China, TSLA price targets, SpaceX, PLTR, FSD Beta and competition. Vincent Yu on Twitter: https://twitter.com/vincent13031925 https://www.tesmanian.com Vincent Yu on YouTube: https://www.youtube.com/channel/UCpTkY-EEjfTcbkFYtsHbRrQ Timestamps: 00:00 - Introduction 00:29 - Vincent on Twitter 3:00 - Vincent's background before Tesla 14:08 - How did background in the auto parts business help with investing in Tesla? 18:30 - How did Vincent realize disruption is coming to his cellphone business? 21:45 - Where do you see the auto parts business in 5-10 years? 23:19 - Motivation and vision for starting Tesmanian 29:08 - Is Tesmanian too pro-Tesla and pro-Elon? 31:18 - Elon's engagement with Tesmanian 36:38 - How remain optimistic during 2018-2019 Tesla rough patch? 39:30 - Apple and Amazon stock 44:18 - Why are some people able to catch the future? 46:58 - How important was the Model 3? 50:28 - Experience with Model Y 54:30 - Cybertruck impressions 59:35 - Will Tesla have enough 4680 cells? 1:02:40 - Experience with FSD Beta 1:10:24 - Robotaxi rollout timeline 1:11:35 - Why is take rate of FSD so low in China? 1:15:18 - Mind of the Chinese car consumer 1:19:03 - Is demand growing for Model 3 and Model Y in China? 1:22:11 - Why does Tesla China need a separate design center? 1:25:00 - Chinese government favoritism of Xpeng, Nio, Li 1:27:25 - How do Chinese consumers view Xpeng, Nio, Li? 1:29:35 - Which Chinese EV company has best chance against Tesla? 1:36:45 - Does Lucid stand a chance against Tesla? 1:40:28 - Biggest risk for Tesla going forward 1:43:05 - Tesla valuation and volatility 1:51:!5 - PLTR stock 1:54:35 - SpaceX potential 1:56:38 - Leaps vs stock 2:08:55 - How use wealth to make world better 2:11:35 - What will Tesla's next product reveal be? Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagram https://www.instagram.com/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. Buying a Tesla? 🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556 ☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556 Videos: Tesla ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7 Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768Subscribe to Dave Lee on Investing on Soundwise