Скачать или смотреть Famous Tesla Bull Stops Trusting Elon & Sells Telsa Stock

Ross Gerber, founder of Private Equity firm "Gerber Kawasaki", has been amongst the loudest, most positive Tesla Bulls over the years, but has now changed his investment thesis.

This interview with Bloomberg explains that Ross Gerber has been selling Tesla stock because he just doesn't trust Elon Musk to actually produce the Tesla model 2 $25,000 electric vehicle in the next year or two, and Musks frequent public rants annoy consumers, regulators and staff.

He also asks if robotaxis even make sense if you can get around the substantial regulatory and cultural problems with them? Tesla robotaxi business model may not make any sense in the real world.

0:00 Introduction
0:12 Change to Tesla Stock Thesis
0:43 Tesla $25000 car
1:18 Tesla Robotaxi economics
2:00 Problems with Robotaxis
2:38 Tesla investors want results not plans
3:32 Cost of Robotaxis will drop dramatically in the coming years
3:55 Why sell Tesla Stock
4:12 How to Value Tesla Stock
4:34 The Musk Discount to Tesla Stock
5:18 Elon Musk attacks on consumers and regulators affects sales and stock valuation
6:00 Tesla's Failed Management Structure
6:27 Tesla's culture problem