Tesla and the Impact of New Products on the Financials
There are some who ignore when I state that my analysis of Tesla is with long term thinking. For so many, it seems they cannot break out of the short term mindset that infects Wall Street.
In this video I discuss how the latest products are not going to have an impact upon the financials anytime soon. There is a serious time lag between when a product is released and when there is enough producted to make a material impact.
▶️ 3Speak
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New products can be a game changer most especially looking out for the long run.
I like the fact that you are talking about 2025 and 2026 already. This is a mindset of targeting for the long run and it's incredible and only the patient one's will benefit.
Also why you said about how development and engineering works is really wild.
Summary:
In this video, Task discusses the relationship between new products, like the Cybertruck and TeslaBot, and their impact on a company's financials. He emphasizes the importance of long-term vision and focus, contrary to Wall Street's short-term outlook. Task mentions that the financial impact of these new products, such as the Cybertruck, won't be significant for several years due to production scaling timelines. He also touches on the TeslaBot's potential impact, highlighting the evolutionary nature of technological advancements.
Detailed Article:
Task starts the video by addressing the common misconception surrounding new product releases and their immediate financial impact on companies. He points out that while exciting new products like the Cybertruck and TeslaBot may be game-changers in the long run, their financial benefits won't be realized in the short term. Task stresses the importance of maintaining a long-term perspective, especially in industries driven by innovation and technological advancements.
Regarding the Cybertruck, Task explains that despite its recent release and initial deliveries, there will be a negative impact on the financials initially due to the slow production ramp-up. He mentions Elon's statement that the Cybertruck's impact on Tesla's financials in 2024 will be negligible, even if significant quantities are sold. Task predicts that it may take until 2025 or 2026, with high profitability levels, for the Cybertruck to make a material difference.
Moving on to the TeslaBot, Task acknowledges the impressive progress shown in the recent video demonstration. He expresses confidence that Tesla will solve the AI challenges associated with the TeslaBot, albeit through incremental improvements rather than a sudden breakthrough. Task anticipates that even if the TeslaBot becomes a viable product by 2025, its significant impact on financials won't be felt until at least 2026 due to production scaling and market adaptation timelines.
Task emphasizes the long-term nature of product development and scaling in the manufacturing and engineering sectors. He uses the example of the Cybertruck's slow ramp-up as a demonstration of the time required for new products to reach meaningful production levels. Task cautions against expecting immediate financial boosts from new product launches, highlighting the realistic timelines for revenue growth in the automotive industry.
In conclusion, Task reminds viewers of the importance of maintaining a forward-looking perspective in analyzing companies' financial prospects. He underlines that while new products like the Cybertruck and TeslaBot hold promise for the future, their true impact on a company's financials may take several years to manifest. Task's insights shed light on the intricate relationship between innovation, production scaling, and financial outcomes in the context of disruptive technologies.
Notice: This is an AI-generated summary based on a transcript of the video. The summarization of the videos in this channel was requested/approved by the channel owner.