Bloomberg Technology
Evs Are a Big Market Delusion: Rob Arnott
Mar.30 — Rob Arnott of Research Affiliates talks about the future of electric vehicles and the value of Tesla with Matt Miller.
Bloomberg Technology
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Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%. Revenue from a commercial deal with OpenAI totaled $10 billion. Bloomberg’s Ed Ludlow and Anurag Rana of Bloomberg Intelligence report. ——– Like this video? Subscribe to Bloomberg Tech on…
Bloomberg Technology
Anthropic Weighs Offering 15%-20% of IPO to Retail Investors
Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources say the company behind Claude has tapped JPMorgan Chase to lead the US retail offering. Bloomberg’s Ryan Gould discusses the plans with Ed Ludlow on “Bloomberg Tech.” ——– Like…
Bloomberg Technology
Investors Eye AI Payoff in Microsoft, Alphabet Earnings
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive AI investments are paying off. Plus, Bloomberg reports that Anthropic has tapped JPMorgan to lead the US retail offering for its potentially record-setting IPO. And, Apple is betting consumers…
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Dax Chenier
March 30, 2021 at 9:17 pm
Lol look at the lies they speard they control the game so you can make it look like anything they want blumberg your the problem with the world , greedy basterds
Erik Barsingerhorn
March 30, 2021 at 9:22 pm
And Tesla no sales demand problem, they can’t meet demand professor.
Mr. Wolf
March 30, 2021 at 9:27 pm
Tesla P/S is 18.61 TTM
robertoppenheimer
March 30, 2021 at 11:59 pm
Which is too high by any standards. GM F Toyota VW all have P/S under 1
Erik Barsingerhorn
March 30, 2021 at 9:29 pm
Remove the truth… Pathetic.
Erik Barsingerhorn
March 30, 2021 at 9:31 pm
Rob Arnott of Research, he should be ashamed.
Lost my Password
March 30, 2021 at 9:33 pm
We’ve only just seen the beginning of tomorrow/the future… I wouldn’t compare this particular market like that. It is brand new market in perspective and we’ve only just started. This is no bouble in the typical way.
Aloysius Fekete
March 30, 2021 at 9:52 pm
Hey, wait a sec. If TSLA triples it’s production, it has tripled – give or take – its sales, and likely more than that for its profits as it exploits operational efficiency. When a traditional automaker triples its EV production, has it tripled its sales? Likely no – they sell EVs at the expense of their ICEs. And are they more profitable? Likely no, at least if they want to price competitively with TSLA.
I think the big market delusion is not what he thinks it is.
Mp_20
March 30, 2021 at 10:02 pm
nio will dominate though..
Tim Rebel
March 30, 2021 at 10:45 pm
this guy seems to think German car brands will actually be able to make an EV as good as TESLA… LOL as IF …
That is impossible because Germans have never ever been good at electrics
Only the Japanese brands actually have a chance in the EV segment
Azamanis Ishak
March 30, 2021 at 10:50 pm
Tell that to siemens and bosch
Jay Jay
March 30, 2021 at 11:05 pm
Tesla isn’t in a bubble…Arnott is wrong about that, but correct about his Big Market Delusion. Arnott doesn’t understand what kind of company Tesla really is. Hint: they are far more than a car company.
skyline220
March 30, 2021 at 11:06 pm
This guy is clueless, reasoning by analogy rather than by facts. Tesla is on a 50% CAGR, is legacy auto? No there sales are decreasing.. so of course Teslas valuation is going to be much higher
bkinstler
March 30, 2021 at 11:41 pm
Shockingly shortsighted. This guy seems to be willfully ignorant of the market and the lack of progress by traditional OEMs.
Tony Nguyen
March 30, 2021 at 11:42 pm
Why do they keep bringing on these people who do the traditional valuation?
Sugarsail1
March 31, 2021 at 12:22 am
because the traditional valuation has always been validated in the long run……and fools always think “it’s different now, this is the new normal.” Those of us who have lived through a few bubble cycles have witnessed this human behavior pattern a few times, and now is exactly the same.
Sugarsail1
March 31, 2021 at 12:17 am
2:40 Musk is not a visionary, he’s a futurist huckster that knows how to play technophilic eco-nuts like a fiddle. Let’s just say his fanboys and customers take their science fiction a bit too seriously.
Alexandre Lamarre
March 31, 2021 at 12:25 am
Every EV stock is priced according to Tesla’s execution and that’s a big mistake.
SidDaTrippyKid
March 31, 2021 at 12:35 am
They’re trying to tank our investments boys