Uploaded March 2021 | Updated September 2026, 5 hours ago
How much could Tesla FSD be worth to TSLA? I discuss this with James Douma. This is part 3 of 3.
Part 1 of this interview: youtu.be/N9Trq0ziOb4
Part 2 of this interview: youtu.be/FSS_OJJ65cY
James Douma on Twitter: twitter.com/jamesdouma
James Douma Playlist, youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps
00:00 - Introduction
1:38 - In 5-10 years, is there legitimate competition to Tesla's FSD?
5:15 - TAM for FSD and $10 trillion market cap companies
15:00 - Will FSD be commoditized?
24:01 - Importance of safety in new markets
26:55 - Does Waymo and Cruise have a chance?
32:50 - Does competitors undercutting price of FSD post a risk to Tesla?
39:35 - Does ride hailing have a cap?
48:25 - Discrepancy of how much private owners willing to pay for FSD vs fleet operators
55:30 - Tesla's window of opportunity for insane profit
1:04:28 - James' napkin math for valuing Tesla Robotaxi
1:29:50 - Conclusion
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
How much could Tesla FSD be worth to TSLA? I discuss this with James Douma. This is part 3 of 3.
Part 1 of this interview: youtu.be/N9Trq0ziOb4
Part 2 of this interview: youtu.be/FSS_OJJ65cY
James Douma on Twitter: twitter.com/jamesdouma
James Douma Playlist, youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX
Timestamps
00:00 - Introduction
1:38 - In 5-10 years, is there legitimate competition to Tesla's FSD?
5:15 - TAM for FSD and $10 trillion market cap companies
15:00 - Will FSD be commoditized?
24:01 - Importance of safety in new markets
26:55 - Does Waymo and Cruise have a chance?
32:50 - Does competitors undercutting price of FSD post a risk to Tesla?
39:35 - Does ride hailing have a cap?
48:25 - Discrepancy of how much private owners willing to pay for FSD vs fleet operators
55:30 - Tesla's window of opportunity for insane profit
1:04:28 - James' napkin math for valuing Tesla Robotaxi
1:29:50 - Conclusion
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
