Has Tesla lost its Mojo? Impact of Competition & Recession



#Tesla #BYD #Recession #Competition #BEVMarket #EVs
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00:00 Introduction
00:26 The Story
01:07 Ton of Demand Disruption in 2022
01:40 Confusion Because Govts Don’t Understand Physics
02:14 Seat Confusion – Just Add Free 7 Seat Option!
02:40 Global Car Market Today
03:30 BEV Global Market Share
04:00 How Car Sales Drop During Recessions
05:49 Which company do you think will be the leader in autonomous vehicle solutions?
06:32 TAM Over Half BEV by 2030 in USA
07:27 Perspective – RIP ICE
08:10 KPMG Survey – Proves Auto Leaders CLUELESS
09:05 GM Facing Serious Issues – 72 CARS!
09:34 GM Stock Flat for 10 Years
10:19 Car Maker Altman Z Score
11:34 Tesla Competition is China in the name of BYD
12:24 EV w 350 Mile Range Parity
14:03 ICE Range Equivalent Car Pricing
15:00 Tesla Secret Pricing Magic
16:00 MSRP Going Back to 1930 w Henry Ford
17:08 Tesla Levers – Pricing Flexibility
18:05 Future Growth Time – Tesla Projections to 2040
18:34 Tesla Q4 and FY 2022 Numbers
19:03 Tesla Growth Thru 2030
20:36 Model Y is a Beast
20:52 Conclusion
21:11 Why Buyers Buy Tesla
22:38 Tesla MOATs
23:42 Tesla MOAT is So Powerful They Share Patents
24:03 Summary

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