TSLA估值偏高，但其卓越的增长和品质使其合理。
逐段跳播
Uber背后的逻辑是什么？因为我认为危险在于特斯拉到处部署自动驾驶出租车。从2020年前后开始，我们就一直在等待埃隆·马斯克推出自动驾驶出租车。
What is the idea behind Uber? Because I believe the danger lies in Tesla deploying self- driving taxis everywhere. We've been waiting for Elon Musk to launch self-driving taxis since around 2020.
所以，这对特斯拉来说是一个简单的优势，不是吗？那不是你停车、把它放进共享池、偶尔工作的想法。她自己付钱。在高峰时段，它工作并自己付钱。好吧。
So, this is a simple advantage for Tesla, isn't it ? That wasn't the idea that you park your car, put it in the pool, and work occasionally. She pays for it herself. During peak hours, it works and pays for itself . Okay.
而这是另一回事；例如，特斯拉需要一套基础设施来清洁这些车。他们需要确保一切顺利运转。这不仅仅是把一辆车放到路上那么简单。
And this is another matter; for example, Tesla needs an infrastructure to clean these cars. They need to make sure that everything works smoothly. It's not just about putting a car on the road.
不过，我仍然认为，如果他们能找到解决方案，这对特斯拉来说是一个巨大的优势。他们已经有人愿意把自己的车接入电子支付系统。我的意思是，如果他们能做到这一点，那说比做容易。他们在监管方面也非常落后。
要让城市批准这些东西并不容易。所以，我们拭目以待。
However, I still think this is a huge advantage for Tesla if they can find a solution. They already have people willing to put their cars into the electronic payment system. I mean, if they could do that, it's easier said than done.
They are also very behind in terms of regulations. It is not easy to get cities to approve these things. So, we'll see.
埃隆·马斯克是我永远不会与之对赌的人。我不认为这会是那种“赢家通吃”的事情。
Elon Musk is someone I would never bet against. I don't think it will be a "winner takes all " kind of thing.
我不是说你应该买入这些公司的股票，特斯拉除外，它的价格被认为贵得离谱。它们确实比其他公司更贵，但它们的增长速度更快，而且也是质量更高的公司，所以它们的价格是合理的。
I'm not saying you should buy shares in these companies, except for Tesla, whose prices are considered insanely expensive. They are certainly more expensive than other companies, but they are growing at a faster pace, and they are also higher quality companies, so their price is justified.
这个频道对 $TSLA 的历次判断
The Acquirers Podcast 在这只股票上共 2 条判断，这里只列相邻的几条。