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Tesla Probably Won’t Live Up to Valuation, Estimize CEO Says

Apr.26 — Estimize founder and CEO Leigh Drogen says competition from GM and Volkswagen will eventually eat into Tesla’s market share and adds that Bitcoin doesn’t impact the fundamentals of the company. He speaks on “Bloomberg Markets: The Close.”

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Apr.26 — Estimize founder and CEO Leigh Drogen says competition from GM and Volkswagen will eventually eat into Tesla’s market share and adds that Bitcoin doesn’t impact the fundamentals of the company. He speaks on “Bloomberg Markets: The Close.”

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26 Comments

26 Comments

  1. Sky Walker

    April 26, 2021 at 11:04 pm

    VW

    • the SURE

      April 27, 2021 at 12:39 am

      Sandy Munro did a tear down of the ID.4 on his channel

    • Clubber Lang

      April 27, 2021 at 1:14 am

      VW will be going to Tesla for parts and software!

  2. juan sanz

    April 26, 2021 at 11:06 pm

    Who is bald dumb guy

  3. pebre79

    April 26, 2021 at 11:13 pm

    Competition will catch up, huh? That’s what they’ve been saying for years yet the the 3 has been taking market share. Once we see the Y and cybertruck dominate their segments, fudsters Will continue to parrot this competition nonsense. A 5 second google search refutes this bs

    • Yat Lee

      April 27, 2021 at 12:00 am

      If Porsche is any indication, they eat more into their own ICE vehicles than Tesla.

    • Ivan Štefanac

      April 27, 2021 at 12:45 am

      @Yat Lee exactly! Media fudsters doesnt realize that so called “competition” like Porsche or VW will eat their own profitable business, with unprofitable BEV business. So, they really will not stole Tesla customers, they will just make their ICE vechiles customers to buy their BEVs… so their total market share and total number of vechiles sold will remain the same, if not lower year over year for decade…

  4. Stephan Nunez

    April 26, 2021 at 11:23 pm

    Haters gonna hate.

  5. TheHeavenman88

    April 26, 2021 at 11:43 pm

    This guy talks as if he knows better than “the team over there”

  6. Анжей Овчинников

    April 26, 2021 at 11:45 pm

    0:41
    vol.fyi

  7. f h

    April 27, 2021 at 12:14 am

    anyone who comments on TSLA’s valuation strictly as an EV play should be ignored.

  8. Dana Tomalty

    April 27, 2021 at 12:20 am

    Clown….

  9. godfather19

    April 27, 2021 at 12:24 am

    Clown

  10. Ramesh Tallapragada

    April 27, 2021 at 12:33 am

    People are not recognizing that legacy car makers EVs are eating their ICE car shares, but not Tesla’s. Last 3 years, so may EVs are released, but that didn’t impact Tesla so far. Tesla is on track for 50+% growth in terms of deliveries and 20+% financially yoy for next 10 years.

  11. Moomin Papa

    April 27, 2021 at 12:34 am

    The clown wants you to sell so he can buy the dip 🙂

  12. Andre Rodriguez

    April 27, 2021 at 12:36 am

    Yes, some competition. But with every EV makers scrambling for batteries for their cars, Tesla will still be on top for the next coming years. This guy is making up his opinion as he goes along.

  13. Tonemeister 23

    April 27, 2021 at 12:40 am

    We need to discuss the costs of transferring to an ev plant from a gas engine. Seemed to me their will either be excessive costs outlay OR shut down and refit existing plants. 1 yr? 2yr? Too expensive for the big guys

  14. Invest with TCLAWS

    April 27, 2021 at 12:49 am

    Is it that hard to understand that EV credit increasing for Tesla isn’t a reflection of Tesla “needing” the credit to be profitable, but rather a reflection of legacy auto not moving as fast as needed. As long as people continue to reason by analogy when it comes to FSD, the upside surprise should be epic and Tesla keeps winning. Time will tell ????

  15. Sachin Sharma

    April 27, 2021 at 12:51 am

    Another Tesla FUD

  16. Sachin Sharma

    April 27, 2021 at 12:52 am

    99% people and analysts got Tesla rise and valuation wrong

  17. Russell Copeland

    April 27, 2021 at 12:54 am

    they were able to switch microcontrollers because they have real engineers who can do things quick… other OEMs cannot do that sort of thing.. just not even in the ballpark of possible

  18. Iron Addictions

    April 27, 2021 at 1:10 am

    lol….its going to beat 1 million..mark my words..and there is no competition lmao..do these guys even know wtf they are talking about?

  19. Miko Manlapaz

    April 27, 2021 at 1:15 am

    These ????s really know what they’re talking when it comes to $tsla valuation…lmfao! Just give it a rest ffs

  20. Darth Vader

    April 27, 2021 at 1:20 am

    Never trust BALDNESS

  21. Alan Myron

    April 27, 2021 at 1:21 am

    Pathetic reporting.

    But keep it up!!! It makes my Tesla shares purchases less costly!!!

  22. shahram

    April 27, 2021 at 1:26 am

    Again the competition is coming argument. Gordon Johnson all over again ????

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Bloomberg Technology

Apple’s Stumble, Amazon’s Surge and Anthropic’s Hacks | Bloomberg Tech 7/31/2026

Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity…

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Bloomberg’s Ed Ludlow breaks down Tim Cook’s final Apple earnings call as CEO – a story of supply crunches, demand misreads and a tough outlook. Plus, Amazon’s shares roar on AI progress, big spending and accelerating cloud growth. And, after OpenAI’s breaches, Anthropic is now saying its own AI models breached three organizations during cybersecurity tests.

Chapters:
00:00:00 – Bloomberg Tech Begins
00:01:29 – Bloomberg’s Ryan Vlastelica Discusses Apple Falling as Supply Shortages Hurt Sales Forecast
00:03:04 – Jordan Klein, Mizuho Securities Managing Director, TMT Sector Specialist
00:10:39 – Bloomberg’s Peter Elstrom on Moonshot
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00:17:01 – Bloomberg’s Hema Parmar on Situational Awareness’ Losses Raising AI Fears
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00:30:19 – Claire McDonough, Rivian CFO
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00:36:49 – Deena Shakir, Lux Capital Partner
00:44:59 – Bloomberg’s Brody Ford on Microsoft’s Pledge to Remain Cash Flow Positive
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Moonshot’s Kimi Built With Nvidia Compute

Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”…

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Chinese AI startup Moonshot’s Kimi models are powered in part by around 20,000 Nvidia Hopper chips supplied through a computing agreement with Alibaba, according to sources. Bloomberg’s Peter Elstrom explains what the arrangement reveals about China’s AI infrastructure and the role of US technology in training frontier models. He joins Ed Ludlow on “Bloomberg Tech.”
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Bloomberg Technology

The Next AI Boom Is in Health Care and Robotics, Says Lux Capital’s Shakir

Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow…

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Recent disclosures from Anthropic and OpenAI have shifted the AI conversation from model capabilities to real-world deployment and security. Lux Capital Partner Deena Shakir says the next wave of AI innovation will be built on trust, partnerships and vertical applications like health care and robotics, not just more powerful foundation models. She joins Ed Ludlow on “Bloomberg Tech.”
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