Master Plan Pt 1-3: Tesla Starting Price War – Who Wins?



#MasterPlan #Part3 #Tesla #PriceWars #Margins #Ramp #BEV #OsborneEffect #legacyauto
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00:00 Introduction
01:43 Tesla Cut Reasoning
02:21 Recession Probability Greater than GFC
03:13 Elon’s Master Plan Part 1
04:00 Elon’s Master Plan Part 2
04:26 8% Haircut Increase Demand 36%
05:41 Farzad’s Model
07:05 Rob Maurer Reflecting on Price Changes
07:28 The Details Luxury and Base are up Most
08:27 Global Slashing Perspective
09:06 ICE & Hybrid vs BEV in the UK
10:27 ICE Car Makers Shudder
11:09 Legacy & EV Auto Stocks Today
11:37 Osborne Effect Perfect Triple Storm Delayed Demand, S Curve Adoption & Batt Cost
12:46 Elon Musk’s Master Plan Part 3 – IA VERSION
15:08 Car Maker Altman Z Score
15:52 Conclusion

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