Can Tesla SEMI – add $1Trillion to TSLA Mkt Cap?



#Tesla #Semi #ROIofSemi #SemiTAM #1TrillioninMarketCap
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00:00 Introduction
01:14 The Story
01:30 SEMI Total Addressable Market [TAM]
02:05 Charging Advantage Numbers
02:55 Semi Range Wizard of Efficiency
03:53 Battery Size Compared
04:20 Brake Advantage
05:14 Fuel Advantage
05:41 Pepsi Fuel Savings
06:15 IA Estimate of Tesla Semi Savings
07:46 Real ESG
08:45 Diesel Burnt Math – 158 BN LITERS in USA Alone
09:30 Price Per Semi
10:00 Semi Modeling Assumptions
10:30 Prodn Ramp 50K Semi by 2024
10:49 IA Tesla Model Ramp
11:40 Semi Modeling
12:33 Tesla Share of Global Semi Market by 2030
12:58 Semi Modeling
13:29 Revenue Forecast By Model in US$
13:50 Semi Modeling + Semi FSD
16:05 Conclusion

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