Tesla Cybertruck, FSD & Competition w/ Ryan McCaffrey of Ride the Lightning Podcast (Ep. 270)

I discuss future Tesla products, Cybertruck, FSD, Competition, and more with Ryan McCaffrey, host of the Ride the Lightning unofficial Tesla podcast.

Ryan McCaffrey on Twitter: https://twitter.com/DMC_Ryan
https://www.youtube.com/channel/UCUXjzHZ9cGchJh8X1aCM1sA

Timestamps
00:00 - Introduction
2:50 - Importance of the Model 3
8:34 - What have you learned about Tesla from doing the podcast through the years?
13:57 - Is Tesla still early?
18:10 - 2018 production hell and FUD
21:00 - Model 3 saving Tesla the company
27:00 - Tesla media coverage flipping
28:50 - How do you view competition?
31:30 - What future Tesla product are you most excited about?
37:00 - Can Tesla make the Model 2 in stainless steel?
43:30 - Detailing and paint protection films
50:10 - Do you think Cybertruck will come out soon?
55:15 - What was your impression of Cybertruck when you first saw it?
1:09:13 - Thoughts on FSD changing the dynamics of car ownership
1:12:20 - FSD subscription costs
1:16:50 - FSD timeline and robotaxi
1:18:44 - Can Tesla be a major gaming platform?
1:22:30 - Intersection of IGN and Tesla
1:26:16 - I there anything Tesla can be doing better?
1:34:00 - Why isn't Tesla service getting better?
1:37:15 - Ideas to improve Tesla service
1:42:43 - Impact of Fed tax credit on Tesla
1:47:50 - Tesla dissolving PR dept
1:50:43 - Future of Ride the Lightening podcast
1:56:00 - Conclusion

Social
🐦 Twitter https://mobile.twitter.com/heydave7
🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991
🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg
📸 Instagram https://www.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.

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Videos:
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SpaceX Starlink ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QrcuyoiO1tjQs_yzer72EI
Square ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9Q3PIw2JOQr4qoL_fSrIZA7
Lemonade ONLY Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9StEd21tlQBndopSTek8iAZ
Company Analysis Videos: https://www.youtube.com/playlist?list=PLfibpgBinf9QMjeqM7he4G7FLhI88ZXdo
Interviews: https://www.youtube.com/playlist?list=PLfibpgBinf9QdC6pEaycZvv3pGyvEbO8P

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Видео Tesla Cybertruck, FSD & Competition w/ Ryan McCaffrey of Ride the Lightning Podcast (Ep. 270) канала Dave Lee on Investing