How Much Does Tesla FSD Add to TSLA’s Valuation? w/ James Douma @Dave_Lee
How Much Does Tesla FSD Add to TSLA’s Valuation? w/ James Douma  @Dave_Lee
Uploaded March 2021 | Updated September 2026, 12 hours ago
I'm joined by James Douma as he shares how to build a Tesla FSD valuation model. Download sample model (note: this is just a sample of how modeling is done and assumptions shouldn't be taken as investment advice. Make your own assumptions and model), docs.google.com/spreadsheets/d/1YcBoVdyqcxQ1yf6iwtW5NpxqF0sTDKt-3riv22mj8AQ/copy#gid=0.

View part 1, youtu.be/yhtbLAWRfJk. View part 2, youtu.be/_AvrALgcHPU.

James Douma on Twitter: twitter.com/jamesdouma
James Douma Playlist, youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

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💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date.

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Videos:
Tesla ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QkDHJ5hbv5rMvpRse9C-re
SpaceX Starlink ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768
How Much Does Tesla FSD Add to TSLA’s Valuation? w/ James DoumaWhy Teslas Robotaxi Lead is a Game-ChangerI Tested Tesla Robotaxi & Waymo So You Don’t Have To — Uber’s In TroubleMy Reaction to Elon Musk Becoming World’s #1 Richest Person (Ep. 228)My Bull Thesis on Ethereum, Bitcoin and Coinbase w/ Garry TanWhats next for Starship, SpaceX & Starlink? w/ Eric BergerElon Musk’s $10 Billion Tax Bill w/ Bradford FergusonWhat if you don’t have enough money to invest? - How to Get Rich #5How big is Tesla’s FSD lead? w/ James DoumaA Deep Dive Into the DeFi Revolution w/ Robert Leshner, Compound CEO (Ep. 242)These three women are trying to save their families in Afghanistan NOWI Rode Tesla’s Cybercab… It’s Better Than I Expected
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How Much Does Tesla FSD Add to TSLA’s Valuation? w/ James Douma

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