Post Mortem: Tesla's Earnings and Self Driving Ambitions

Inside Scoop

In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market.

He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach.

Sean also delves into the market potential of autonomous vehicles, considering the number of vehicles on the road and the cost of autonomous technology.

He raises questions about Tesla's position in the market and the future of hybrid vehicles.

Overall, Sean emphasizes the importance of full self-driving technology and its potential impact on Tesla's valuation.

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