Uploaded March 2021 | Updated September 2026, 2 days ago
I talk with Vincent Yu of Tesmanian.com about Tesla in China, TSLA price targets, SpaceX, PLTR, FSD Beta and competition.
Vincent Yu on Twitter: twitter.com/vincent13031925
tesmanian.com
Vincent Yu on YouTube: youtube.com/channel/UCpTkY-EEjfTcbkFYtsHbRrQ
Timestamps:
00:00 - Introduction
00:29 - Vincent on Twitter
3:00 - Vincent's background before Tesla
14:08 - How did background in the auto parts business help with investing in Tesla?
18:30 - How did Vincent realize disruption is coming to his cellphone business?
21:45 - Where do you see the auto parts business in 5-10 years?
23:19 - Motivation and vision for starting Tesmanian
29:08 - Is Tesmanian too pro-Tesla and pro-Elon?
31:18 - Elon's engagement with Tesmanian
36:38 - How remain optimistic during 2018-2019 Tesla rough patch?
39:30 - Apple and Amazon stock
44:18 - Why are some people able to catch the future?
46:58 - How important was the Model 3?
50:28 - Experience with Model Y
54:30 - Cybertruck impressions
59:35 - Will Tesla have enough 4680 cells?
1:02:40 - Experience with FSD Beta
1:10:24 - Robotaxi rollout timeline
1:11:35 - Why is take rate of FSD so low in China?
1:15:18 - Mind of the Chinese car consumer
1:19:03 - Is demand growing for Model 3 and Model Y in China?
1:22:11 - Why does Tesla China need a separate design center?
1:25:00 - Chinese government favoritism of Xpeng, Nio, Li
1:27:25 - How do Chinese consumers view Xpeng, Nio, Li?
1:29:35 - Which Chinese EV company has best chance against Tesla?
1:36:45 - Does Lucid stand a chance against Tesla?
1:40:28 - Biggest risk for Tesla going forward
1:43:05 - Tesla valuation and volatility
1:51:15 - PLTR stock
1:54:35 - SpaceX potential
1:56:38 - Leaps vs stock
2:08:55 - How use wealth to make world better
2:11:35 - What will Tesla's next product reveal be?
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
💁🏻♂️ 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.
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
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
I talk with Vincent Yu of Tesmanian.com about Tesla in China, TSLA price targets, SpaceX, PLTR, FSD Beta and competition.
Vincent Yu on Twitter: twitter.com/vincent13031925
tesmanian.com
Vincent Yu on YouTube: youtube.com/channel/UCpTkY-EEjfTcbkFYtsHbRrQ
Timestamps:
00:00 - Introduction
00:29 - Vincent on Twitter
3:00 - Vincent's background before Tesla
14:08 - How did background in the auto parts business help with investing in Tesla?
18:30 - How did Vincent realize disruption is coming to his cellphone business?
21:45 - Where do you see the auto parts business in 5-10 years?
23:19 - Motivation and vision for starting Tesmanian
29:08 - Is Tesmanian too pro-Tesla and pro-Elon?
31:18 - Elon's engagement with Tesmanian
36:38 - How remain optimistic during 2018-2019 Tesla rough patch?
39:30 - Apple and Amazon stock
44:18 - Why are some people able to catch the future?
46:58 - How important was the Model 3?
50:28 - Experience with Model Y
54:30 - Cybertruck impressions
59:35 - Will Tesla have enough 4680 cells?
1:02:40 - Experience with FSD Beta
1:10:24 - Robotaxi rollout timeline
1:11:35 - Why is take rate of FSD so low in China?
1:15:18 - Mind of the Chinese car consumer
1:19:03 - Is demand growing for Model 3 and Model Y in China?
1:22:11 - Why does Tesla China need a separate design center?
1:25:00 - Chinese government favoritism of Xpeng, Nio, Li
1:27:25 - How do Chinese consumers view Xpeng, Nio, Li?
1:29:35 - Which Chinese EV company has best chance against Tesla?
1:36:45 - Does Lucid stand a chance against Tesla?
1:40:28 - Biggest risk for Tesla going forward
1:43:05 - Tesla valuation and volatility
1:51:15 - PLTR stock
1:54:35 - SpaceX potential
1:56:38 - Leaps vs stock
2:08:55 - How use wealth to make world better
2:11:35 - What will Tesla's next product reveal be?
Social
🐦 Twitter mobile.twitter.com/heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram instagram.com/heydave7
💁🏻♂️ 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.
Buying a Tesla?
🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556
☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556
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
