Musk's China Visit Is 'Watershed Moment,' Dan Ives Says

Elon Musk's surprise trip to Beijing is "a watershed moment" for Tesla, says Dan Ives, managing director and senior equity analyst at Wedbush Securities. He says that the visit is an important opportunity for Musk to unlock Full Self-Driving (FSD) in China, which "is the golden goose" for the carmaker. Ives speaks on "Bloomberg: The China Show."
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Пікірлер: 348

  • @emersonstagnitta65
    @emersonstagnitta6520 күн бұрын

    What does this mean for Tesla stocks? Is it advisable for somebody who wants to start investing in stocks for not so long term gains to start with it now?

  • @dannywalters958

    @dannywalters958

    20 күн бұрын

    I'd recommend you get yourself a fiduciary F.A if you're serious. They're not half as expensive as you think and know the market better. Experimenting with KZread based suggestions may not be the best for you. I know this from experience and as somebody who has made real money off stocks. Goodluck.

  • @_king_james_23

    @_king_james_23

    20 күн бұрын

    hi, please what are the steps for getting one?? like a really good one

  • @dannywalters958

    @dannywalters958

    20 күн бұрын

    You should start by looking out for those from known firms and good track records. You should also make sure the person is licensed. Personally, I use Kelly Matwick. She's good and you could also look her up.

  • @hunantrain

    @hunantrain

    20 күн бұрын

    Dont start with Tesla if you dont want to play the long game.

  • @marguritekostecki2194

    @marguritekostecki2194

    20 күн бұрын

    @dannywalters958 I met this pretty lady at a seminar a while ago. Small world right

  • @haroldong4616
    @haroldong461621 күн бұрын

    There's already an oversupply of Macdonalds, Coca-Cola, Kentucky Chickens, iphones. I dun hear politicians complaining. Explain

  • @Jkl62200

    @Jkl62200

    21 күн бұрын

    It's called 'overcapacity'. It's a new invented term. Lol

  • @hermesliteratus882

    @hermesliteratus882

    21 күн бұрын

    @@Jkl62200 Obviously the Biden administration is packed with linguistic professionals.

  • @DucaTech

    @DucaTech

    21 күн бұрын

    There's an overcapacity of useless USD toilet paper, but the politicians don't complain either.

  • @qingshanyipian1936
    @qingshanyipian193621 күн бұрын

    Dan Ives needs to visit China and see for himself. He needs to update and improve his lack of what’s happening in China. It’s moving lightning speed in China

  • @jarjarbinks3193

    @jarjarbinks3193

    21 күн бұрын

    All mostly hype. All the stories about AI in China turned out to be just stories as all new AI innovations still keep coming out of the US.

  • @torelloBank

    @torelloBank

    16 күн бұрын

    @@jarjarbinks3193 made and designed by asian workers in usa.....

  • @JimmyJ-ne2uj
    @JimmyJ-ne2uj21 күн бұрын

    Did I hear someone say China needs Tesla?

  • @MrJanes-cl5sj

    @MrJanes-cl5sj

    21 күн бұрын

    I doubt it....tesla needs china

  • @andrewcarr276

    @andrewcarr276

    21 күн бұрын

    If you want FSD moving forward then YES China needs Tesla.

  • @jimmylam9846

    @jimmylam9846

    21 күн бұрын

    @@andrewcarr276 ....Laughable !

  • @wolfgangpreier9160

    @wolfgangpreier9160

    21 күн бұрын

    @@jimmylam9846 The one wo laughs last, wins. Every heard of that one? Don't suffocate on the craw sticking across in your throat.

  • @whatyousaid1375

    @whatyousaid1375

    21 күн бұрын

    @@andrewcarr276 The reason China let Tesla doing this is China mainly telling the world that U.S. 24/7 days talk about data security risk here and there are political bs. China has FSD on every EV cars, trucks, and business. It further makes international companies and countries getting tired of US lies.

  • @kennySg101
    @kennySg10121 күн бұрын

    China already has autonomous driving in many cities. Tesla needs China

  • @Xind0898

    @Xind0898

    21 күн бұрын

    China 'wants' tesla is a more accurate statement. Telsa brings competition, fuelling innovation and human capital development. Telsa also is a channel for China to show goodwill towards US capitalists - a much needed softpower

  • @kennySg101

    @kennySg101

    21 күн бұрын

    @@Xind0898 Tesla needs China market world largest auto market is a more accurate statement. Tesla can continue to sell to USA n eu. Best of both worlds

  • @Xind0898

    @Xind0898

    21 күн бұрын

    @@kennySg101 More Tesla depend on Chinese market, more Tesla will be 'forced' to lobby FOR Chinese car industry in NA and EU market. Example is German car industry is the biggest lobbyist for EU to lower trade barrier for Chinese cars. Because they fear the moment China will pass any relatilatory measures

  • @island97

    @island97

    21 күн бұрын

    ​@@kennySg101 both need each other...we all need each other in this world lol

  • @kennySg101

    @kennySg101

    21 күн бұрын

    @@island97 In Chinese term, Tesla, like chive, had been harvested. True that Tesla has spurred some technological innovations in China initial ly, now it has bypassed Tesla in some aspects. Tesla is still a premier product not for the mass market.

  • @newaulk
    @newaulk21 күн бұрын

    That Tesla cache is no longer a premium in China, as well as Apple.

  • @humblehouse
    @humblehouse21 күн бұрын

    I am curious as to which party is this expert guest referring to by 'watershed moment'? In many of China's biggest cities, driverless taxis, buses, trains are already available on public roads and services. Take out orders (foods and drinks etc) via drone deliveries are also beginning to be offered in cities like Shenzhen. So, I wonder what is so special about Tesla's driverless technology which can interest and impress the Chinese?

  • @TheMagicJIZZ

    @TheMagicJIZZ

    21 күн бұрын

    They dont have a neutral network like FSD

  • @rozonoemi9374

    @rozonoemi9374

    21 күн бұрын

    FSD don't rely on "fenced" GPS like Cruise & Waymo, that is the Big difference.

  • @mike-2275

    @mike-2275

    21 күн бұрын

    These are some bold claims. Which companies are offering driverless cars, buses etc. in China?

  • @anthonyballog8026

    @anthonyballog8026

    20 күн бұрын

    AI. Watch the v12 vids and the decisions it makes.

  • @rozonoemi9374

    @rozonoemi9374

    20 күн бұрын

    @@TheMagicJIZZ Also, Xpeng has FSD that they stole from Tesla, however they stole the old version, so no worry.

  • @hycdpv
    @hycdpv21 күн бұрын

    China do not need Tesla EV nor FSD... Just go to China and experience their EVs, they are already ahead.

  • @sansin6250

    @sansin6250

    21 күн бұрын

    Don't burst the American bubble 😀

  • @jasontu1941

    @jasontu1941

    21 күн бұрын

    But they need Tesla and Elon Musk as lobbyist representing Chinese interest in US like all major American corporations doing business in China.

  • @Just_a_random_birb

    @Just_a_random_birb

    21 күн бұрын

    Already ahead at what? Bursting in flames?

  • @Liboch

    @Liboch

    21 күн бұрын

    Elon is trying to get baidu of china as tesla's navigation system, gps is just unreliable.

  • @MRT-co1sd

    @MRT-co1sd

    21 күн бұрын

    Not just ahead, the Chinese are way ahead in FSD.

  • @yaxixi3882
    @yaxixi388220 күн бұрын

    China does need Tesla, not in EV field, but it shows a gesture about its attitude to foreign companies through Tesla to the outside world .

  • @user-ll9qk2el4d
    @user-ll9qk2el4d21 күн бұрын

    Stop calling it Full Self Driving. It's not autonomous. Before anyone says otherwise, this is what Tesla's own website said. It tells customers to always monitor and be ready to intervene when necessary, because the system does not work in all conditions.

  • @px7460
    @px746021 күн бұрын

    If full autonomy is Level 5 (with Waymo at L4 and Tesla at L2), how is "FSD" autonomus?

  • @dfv671
    @dfv67121 күн бұрын

    Most Chinese now believe BYD is better than Tesla Dan Ives! Same thing they are buying Huawei phones over iPhones.

  • @MyAlicia0

    @MyAlicia0

    21 күн бұрын

    ha.....interesting

  • @wholehealthcare

    @wholehealthcare

    21 күн бұрын

    Are you sure? Have you been in China😃

  • @philliptemple9841

    @philliptemple9841

    21 күн бұрын

    Have you done a comparative breakdown by price point? The BYD cars start at $9,700 but people aren't buying them instead of the Model Y. The most popular model is the BYD Song at $15,000. Are Chinese buying BYD instead of Tesla? Or is BYD breaking into a new ICE market segment until now not served by EVs? Phillip.

  • @rozonoemi9374

    @rozonoemi9374

    21 күн бұрын

    So why is Teskla selling more BEV than BYD?

  • @spy_on_the_web

    @spy_on_the_web

    21 күн бұрын

    ​@@rozonoemi9374 When Sir? Look at recent sales figures in China

  • @charliebravo8114
    @charliebravo811421 күн бұрын

    "China needs Tesla" ... seriously!?!?!?

  • @charlieloo2470

    @charlieloo2470

    21 күн бұрын

    China needs Tesla to activate its domestic EV market from the begining.

  • @user-jq3tg5xk8f
    @user-jq3tg5xk8f21 күн бұрын

    Musk is Smart

  • @spanishflea634

    @spanishflea634

    20 күн бұрын

    No, he's stupid.

  • @maxdc988
    @maxdc98821 күн бұрын

    Your analyst was trying to sit on the fence not to offend Tesla but the truth is, there is nothing that only Tesla can offer that the peers in China can't. New tech needs big Chinese market to grow and prosper, and that includes advanced chips.😂

  • @TheMagicJIZZ

    @TheMagicJIZZ

    21 күн бұрын

    Tesla makes the best EVs China makes good EVs but FSD is good for china and batteries cheap But Tesla has the greatest power train engineers For example which Chinese car has steer by wire or 48v ???

  • @paulmtor7324
    @paulmtor732421 күн бұрын

    Its a watershed moment so the Mic needs to be dropped and the pop corn need to come out.

  • @Mrbfgray

    @Mrbfgray

    21 күн бұрын

    😂 Elon sent his *adult* version to China. 😄

  • @papi5377
    @papi537721 күн бұрын

    To już było i Wasz czas dobiegł końca.

  • @ashk4155
    @ashk415521 күн бұрын

    Why would China care about fsd when Nio is rolling out NOP

  • @skyak4493
    @skyak449321 күн бұрын

    Tesla skipped the Beijing auto show. This is wise because it would be obvious that tesla offerings are not competitive. Many of the cars at the show are priced at a steep discount to tesla which is a reference EV. Those cars are often sold at a loss.

  • @mariajones8304

    @mariajones8304

    20 күн бұрын

    Then why China wants Tesla so bad? Go ahead without it. China needs musk more Musk needs China. Musk is just greedy and wants to make more money for his future projects so he is transferring technologies to sucky Chinese companies

  • @liamporter1137
    @liamporter113721 күн бұрын

    Tesla needs to have more models in order to compete with China brands. It's so fatigue seeing the same car (look) day in and day out.

  • @sthardman

    @sthardman

    21 күн бұрын

    Exactly. The product lineup is stale. Carmakers for years have always had a model year and body style changes to keep things fresh and encourage people to upgrade to basically the same thing they had. Even Apple knows. When you see a model 3 how is one supposed to be impressed when you don’t know whether it’s a 2014 model or a 2024 lol

  • @cratecruncher4974

    @cratecruncher4974

    21 күн бұрын

    I thought they were all boring on day 1 - Cybertruck excepted.

  • @RabatinLLC

    @RabatinLLC

    19 күн бұрын

    It’s best to make a perfect design and leave it go. A redesign implies you made an inferior product before

  • @stevewise75

    @stevewise75

    19 күн бұрын

    @@RabatinLLC 😂 the most ridiculous thing I’ve ever heard. So I guess we should have stopped at the ford model T design and iPhone 1. Jeesh someone isn’t an engineer and familiar with product evolution and design iteration

  • @vincelamvision
    @vincelamvision21 күн бұрын

    I appreciate the insightful contributions from the four individuals. Brother Danives, I want to express my gratitude for your generous sharing of perspectives. Regarding names, you can refer to me as Vince, Kong, Tade, or TadeTade if you prefer. Additionally, although my physical ancestors came from Malaysia for three generations, I was born there. If you were in my position, where would you feel your origin lies? Furthermore, disregarding physical aspects and focusing on inner spiritual consciousness, how should I present myself to make it easier for you to express who ?

  • @micheal6901
    @micheal690121 күн бұрын

    Dan I. Love you comments and one liner

  • @chartwolf
    @chartwolf21 күн бұрын

    1:10... Does China need Tesla?... Yvonne Man smirked

  • @tvm73836

    @tvm73836

    21 күн бұрын

    No she didn’t. Do you work for The NY Times?

  • @raphymartinez
    @raphymartinez21 күн бұрын

    Stephen, go on your test drive and compare the results vs the amount of equipment to make it happen.

  • @leeme179
    @leeme17921 күн бұрын

    Wasn't Elon in China to buy FSD software from Baidu to use in Tesla in china?

  • @ColeMike-kl7bf

    @ColeMike-kl7bf

    21 күн бұрын

    To buy license, baidu kind not popular in China, and the boss play women has bad reputation

  • @Mrbfgray
    @Mrbfgray21 күн бұрын

    Concerning data security--if they can trust Tesla to honor strict localization rules, etc., why not trust same data *secured* at USA facility? Distance is a mater of seconds difference if one chooses to misuse it.

  • @binasur5560
    @binasur556021 күн бұрын

    They both clearly benefit from whatever agreement they landed on. TSLA is a solid company. Interesting to see it grow.

  • @HindusRapeBengalLizards
    @HindusRapeBengalLizards21 күн бұрын

    Title of this video should be "Elon Musk postponed a planned trip to India where he was to meet Prime Minister Narendra Modi, citing obligations at Tesla, and went to China for business talks instead". 🤭😏

  • @badam1814
    @badam181421 күн бұрын

    Good to see Elon realized he was CEO of Tesla and not just his new toy, Twitter.

  • @Gopherminator
    @Gopherminator21 күн бұрын

    Tesla is a national security.

  • @michaeljiang960
    @michaeljiang96021 күн бұрын

    I think Dan is right, Tesla and China need each, but for different reasons. China need Tesla as the best of the best in terms of EV and self-driving to stimulate the local supply chain and Chinese car makers. Tesla need China simple for surviving.

  • @michellee8369
    @michellee836920 күн бұрын

    Future precedent setting for both players in multiple nations. Pump up the jam pump it up pump it up until it bursts.

  • @jingyaohao4416
    @jingyaohao441620 күн бұрын

    China government won’t let tesla die. At this moment, it is a good time when stock price is low to discuss.

  • @tonystorcke
    @tonystorcke21 күн бұрын

    The roads in China are much more challenging than anything that may be found in the USA. Once Tesla gets permission to use that data in the US software, it will become radically more capable.

  • @bubpori5105
    @bubpori510521 күн бұрын

    Talk About a Way to Kick Start F.S.D. He's a Man with a Plan ! Works in China , Dubai, U.S. Could have high Adaptability into many Markets ! Fortune Favors the Bold ! Get in Line !.

  • @johnwhoo6194
    @johnwhoo619421 күн бұрын

    Keeps saying it's important, why?why?why?

  • @rozonoemi9374
    @rozonoemi937421 күн бұрын

    How about a new announcement for future Tesla expansion in China?

  • @MrAlanfalk73
    @MrAlanfalk7321 күн бұрын

    They really try to find negatives😂 how come? Arent theyvproud to have a company like Tesla being from USA? Immagine how big a shot in your own foot would it not be if the media was succesful in destrying Tesla (not that they can, but what if?). I would kill to have a guy like Elon in my country Denmark.

  • @2023gainer
    @2023gainer21 күн бұрын

    Tesla charging Up 14 % week. Fisker.. FSRN gaining 159 % month to lead in April gains. Frey ..NIO ..Xos Trucks...Surf Air Mobility and more. The EV Future Growing globally. Filling the Dips.?

  • @SonicBlue04
    @SonicBlue0421 күн бұрын

    The world wants American brands. Hell yeah baby!!!!

  • @DW_Kiwi
    @DW_Kiwi20 күн бұрын

    China wants and has properly been given the technology for FSD by Musk. Smart move by Musk. And a real benefit for Chinese auto manufactorrs

  • @louisalfieri3187
    @louisalfieri318721 күн бұрын

    But who is going to get into an FSD and let it whisk them around highways and traffic?

  • @statewidecomfort6578
    @statewidecomfort657821 күн бұрын

    When will they have someone on here? They will actually speak to the negative comments that are constantly placed on this company i.e. Tesla have somebody on the news that you interview that has an intelligent logical opinion of what Tesla is capable of doing and then have a conversation stop using individuals who are hedge fund managers to try to make an argumentagainst

  • @badarip
    @badarip21 күн бұрын

    Tesla will learn the hard way like other companies learnt in the past. You can only play as long as you are in good books… They will crush when they want to.. it is just a matter of “when”

  • @71Hamed

    @71Hamed

    21 күн бұрын

    How the eff is that any different to the USA. Tiktok??? Or does that shit just goes over your head.

  • @jasontu1941

    @jasontu1941

    21 күн бұрын

    @@71Hamed TikTok is controlled by ByteDance which is directly associated with (and act in the interest of) the Chinese Communist Party. A former executive in ByteDance was FIRED when he raised concerns about stealing content from Instagram and Snapchat, and serving as a “propaganda tool” for the Chinese Communist Party by suppressing or promoting content favorable to Beijing.

  • @kayrealist9793
    @kayrealist979321 күн бұрын

    Nvidia will democratize FSD features similar to what they are doing to robotics.

  • @lamarblount5507
    @lamarblount550721 күн бұрын

    People don't realize Tesla is a software company. Who says this technology has to be only on an electric vehicle. The more vehicles that have Tesla fsd the better. That will be awesome. It will be car talking to car And make full self driving a reality. Eventually, all vehicles will be electric.

  • @xh3598
    @xh359821 күн бұрын

    I want to clarify my opinion one more time as a broken record. Tesla FSD and other companies' FSD is a technology for Generation BETA and beyond. Those generations are home body work force and lazy drivers who want everything delivered to them. The baby boomers to the generation Alpha are stuck and spoiled to the gas cars. The current regulators are old school and will delay this technology as much as possible. In summary, the current generation is the genie pick for the FSD. Musk China's visit is to expand DOJO's knowledge of the FSD in a crowded pedestrian environment. The last thing to know is that regulators are controlled by politicians.

  • @motarski
    @motarski21 күн бұрын

    Negative comments are probably from those that sold stock at 170 and were waiting for Tesla to sink from 140 to 120 on earnings to buy back, but it popped and it popped again. Now they are just frustrated.

  • @nateishere4992
    @nateishere499221 күн бұрын

    Hahahaha

  • @kashyappatel1988
    @kashyappatel198821 күн бұрын

    Guys please drive on fsd v12 before commenting

  • @thomasrogers9146
    @thomasrogers914621 күн бұрын

    IT DOES NOT MATTER WHAT OR POLITICIANS DO OR SAY. THE LOSS OF THE CHINESE MARKET WILL DESTROY THE REVENUE OF ALL THE AMERICAN COMPANIES OPERATING IN CHINA ITS NUMBERS NOT YOUR DARM FEELINGS. LOOK AT THE REVENUE LOSS OF APPLE IN CHINA. WE CAN PLAY POLITICS BUT BUSINESS IN NOT ABOUT RACISM CONTAINING CHINA. YOU BETTER HAVE A REPLACEMENT FOR THE CHINESE MARKET IF THERE IS ANY.

  • @koalalove

    @koalalove

    21 күн бұрын

    India

  • @serenityhouse669

    @serenityhouse669

    21 күн бұрын

    Wait, you mean these companies did NOT exist before China "opened"?

  • @RealGateux

    @RealGateux

    21 күн бұрын

    @@koalalove China market is 6 times bigger than India. India can be clump together with just the japan market alone and not on the whole of China. China is that massive.

  • @adamsaciid4919

    @adamsaciid4919

    20 күн бұрын

    @@koalalove but the wages are to low in india they can't avoid american expensive products

  • @issiewizzie
    @issiewizzie21 күн бұрын

    The fun part comes is when Tesla or if Tesla licences FSD to another manufacturer... that would be a cash cow for Tesla I guess might never happen

  • @CarpsterKing
    @CarpsterKing21 күн бұрын

    There goes my only possession ..there goes my only Tesla... Modi must be very disappointed when he watched on the news Elon Musk visited Shanghai and met with PM Li Qiang of China as two weeks ago Elon Musk postponed his trip to India citing very tight schedule.

  • @ChuckSilva
    @ChuckSilva21 күн бұрын

    Let’s not forget that, without the European legacy auto makers, the American legacy auto makers, and especially Tesla, the Chinese auto makers would probably not even exist …

  • @WelcomeToTexas
    @WelcomeToTexas21 күн бұрын

    Shows which side he's on.

  • @adityarookey1
    @adityarookey121 күн бұрын

    Dan has no answers to any of the questions. Nobody knows how fast Tesla can monetize FSD and it's reflected in stock price. Going by history I won't bet against Elon

  • @mack-uv6gn
    @mack-uv6gn21 күн бұрын

    Show Chinese citizens will become crash test dummies for Tesla?

  • @yyan6501
    @yyan650121 күн бұрын

    gosh this guy is just full blown delusional right now

  • @slyktech1860

    @slyktech1860

    21 күн бұрын

    Have you even tried FSD v12.3.4 at all? If you have not you don't actually know what is going on.

  • @directxxxx71

    @directxxxx71

    21 күн бұрын

    Have you tried Huawei's ​FSD then? @@slyktech1860

  • @TheBooban

    @TheBooban

    21 күн бұрын

    @@slyktech1860explain yourself. Ives is like that. Didn’t explain anything here.

  • @damham5689

    @damham5689

    21 күн бұрын

    Ives talks like someone who owns Tesla stock and wants to pump the value.

  • @davidsc4680

    @davidsc4680

    21 күн бұрын

    Go ahead and short Tesla if you dare😂

  • @opinionmatters7119
    @opinionmatters711920 күн бұрын

    Tesla will be the most valuable company on the planet. Watch and learn

  • @spanishflea634

    @spanishflea634

    20 күн бұрын

    No.

  • @asajelfs8170
    @asajelfs817021 күн бұрын

    Byd margins are wager thin compared to Tesla.

  • @tvm73836
    @tvm7383621 күн бұрын

    The Bloomberg team desperately tried to poke holes in the Tesla/Musk story but failed 😂

  • @Jkl62200
    @Jkl6220021 күн бұрын

    Premier Li Qiang personally rolled out the red carpet for Tesla and Musk when he was Shanghai chief. He gave Tesla lots of facilities including cheap land, electricity, water etc and various licenses in record time. He even helped Tesla hire hordes of workers for its gigafactory. Musk could not have picked a better horse to work with there.

  • @coldbrewed8308
    @coldbrewed830821 күн бұрын

    If fsd works in china, it means that the software is has general intelligence. Thats will lead to an enormously huge available market.

  • @ShitSkinsIndian
    @ShitSkinsIndian20 күн бұрын

    Elon Musk postponed the unimportant and announced meeting (India) scheduled on 21-22 April 2024 and attended the important and unannounced meeting (China) on 28 April 2024 instead? 🤔😏🤭😅

  • @tengchuankhoo6585
    @tengchuankhoo658520 күн бұрын

    Dan Ives should go to China

  • @anthonyballog8026
    @anthonyballog802620 күн бұрын

    No one has a clue what's happening here. Unless you own a tesla, have a friend who owns one, or know the difference (seen v11to v12 vids) u have no idea what is happening. Ai is here. This is Tesla's chatgpt moment.

  • @yaoxun
    @yaoxun21 күн бұрын

    The US politics is overcapacity, so they need to export them.

  • @co88liwan31
    @co88liwan3121 күн бұрын

    Why Beijing welcomes Tesla is because China is still and will be an open market for foreign companies, not like America uses national security and overcapacity, also I don't think Tesla has apparent advantage over other main China's domestic automakers, the sale of Tesla in China has fallen a lot since last month.

  • @co88liwan31

    @co88liwan31

    21 күн бұрын

    additionally, I think China also wants to enhance the connections with America in certain industries, to slow or avoid the decoupling.

  • @penname4764

    @penname4764

    21 күн бұрын

    what are you talking about? Google, KZread, Facebook, Wikipedia, Reddit, Instagram, Twitch... long list of companies are all blocked in China.

  • @71Hamed

    @71Hamed

    21 күн бұрын

    @@penname4764 They are not blocked. Can you please stop listening to BS. These companies have all pulled out of China either because the competition is fierce or they refuse to comy with Chinese regulations that all companies have to follow.

  • @prolific1518

    @prolific1518

    21 күн бұрын

    ​@@penname4764 good. Social media is brain rot. Be glad when the US bans tiktok

  • @co88liwan31

    @co88liwan31

    21 күн бұрын

    @@penname4764 not really, from what I remember they were not willing to comply with China's regulations so they quit, at least, Beijing did not force them to sell compared to what Tiktok encounters now.

  • @user-uv3fq3nt5o
    @user-uv3fq3nt5o20 күн бұрын

    Decoupling, Derisking, Derisive..

  • @jkatlantic1
    @jkatlantic121 күн бұрын

    The Tesla brand will win in China. China needs to show they don’t descriminate against an American company

  • @speculawyer
    @speculawyer20 күн бұрын

    Pfffft. He's just begging for another revenue angle that won't return much.

  • @7hx89
    @7hx8921 күн бұрын

    Giga Shanghai 2.0. finally! I think the sub 25K model will be launched in Shanghai now. Probably in 6 months. Let’s see what an “accelerating” mode at “Humanly possible speed” can deliver. 😂

  • @philliptemple9841

    @philliptemple9841

    21 күн бұрын

    It won't be the $25k model. That's in 2026. This will be a cheaper model using existing lines, but it won't be THAT much cheaper than the Model 3. Phillip.

  • @TheMagicJIZZ

    @TheMagicJIZZ

    21 күн бұрын

    ​@@philliptemple9841that guy is right Shanghai is making local models just dor the Chinese market elon said it years ago Robotaxi is the name of the $25k car bur thwres other cheaper cars coming It's literally a mini cybertruck

  • @bull6950
    @bull695021 күн бұрын

    LOVE TESLA.

  • @whatyousaid1375
    @whatyousaid137521 күн бұрын

    Isn’t the same group of ppl in the west keep talking about EV overcapacity last few weeks? Suddenly change to China need Tesla 😂😂😂 Feeling pathetic for these type of western analysts & media.

  • @vin10954
    @vin1095421 күн бұрын

    So according to this Dan guy, "China needs Musk coz (hey I don't have to give a reason, it just does)" ........ yahh okay mister manager equity whatever..

  • @alexfoxpoker
    @alexfoxpoker21 күн бұрын

    MUSK! MARS! USA 🤝 China 🇺🇸🇨🇳🚀

  • @johnnywalker2870
    @johnnywalker287021 күн бұрын

    Musk doesn't want to derisk?

  • @mannyechaluce3814
    @mannyechaluce381421 күн бұрын

    China is the best place to do Autonomous vehicles, Musk tried Autonomous vehicle in the US and the US Americans complain too much about people getting killed, you won't hear that kind of complaint in China :D

  • @RumpaRoy-zo1jf
    @RumpaRoy-zo1jf21 күн бұрын

    Y

  • @HindusRapeBengalLizards
    @HindusRapeBengalLizards21 күн бұрын

    Wait a minute, didn't the Indians/India said in year 1998 that they will be superpower by 2020 (Meme: India superpower by 2020) and they are the "leader/voice" of the Global South Countries and the GLOBAL teacher of the entire world (Vishvaguru) and this 21st century will be India's century (Modi said that)? Elon Musk is not taking the bait? 🤭🤣😂 India 1) GDP per capita 12K ? Is there even a competition? 2) No veto powers, despite begging for it since 1994😭 3) Booted out by Maldives ("India Out") for China. 4) Elon Musk postponed a planned trip to India (April 2024) where he was to meet Prime Minister Narendra Modi, citing obligations at Tesla, and went to China for business talks instead.🤭 5) Russia to Superpower India: I know that you are a superpower on the internet/social medias, but you have to pay for our Russian oil in Chinese Yuan because we have no use for Indian Rupees.

  • @sandeepssangha

    @sandeepssangha

    20 күн бұрын

    *Spoken like a True 72 Hoor seeker, with all facts incorrect, but keep venting your desperation is satisfying.*

  • @Andy-pz1pl
    @Andy-pz1pl21 күн бұрын

    Chinese EV BYD is crashing Tesla like a piñata!

  • @carpenoctom
    @carpenoctom21 күн бұрын

    does Dan Ives ever where normal clothes?

  • @bizmagnetic
    @bizmagnetic21 күн бұрын

    If China has better EVs than Tesla, then why is Tesla selling the most cars there? Please tell us what company is better. BYD, the #2 company came to visit Elon in his hotel room because they want to put Tesla's FSD in their cars.

  • @superpowerdragon

    @superpowerdragon

    21 күн бұрын

    you need to update your source dude, tesla is not the best selling ev in china anymore, its byd, in fact, last week 7 out 10 best selling ev model are byd, tesla is not even in top 10

  • @kangbule
    @kangbule21 күн бұрын

    Tesla needs China more. Who still remembers what happened when Tesla built a factory in China in 2021? The stock price was sluggish and delivery was delayed. Tesla is outdated, with few features, cheap interiors, and few models. Tesla needs to change

  • @HelloWorld-hb7yt
    @HelloWorld-hb7yt21 күн бұрын

    All thise fund investors going to regret not investing in china.

  • @artfquinn
    @artfquinn20 күн бұрын

    I cannot wait to see Dan Ives lost all his money.

  • @georgemaximus694
    @georgemaximus69420 күн бұрын

    Oh geez. More buy the rumor sell the facts. In fact just buy the rumor, ignore the facts, cross your fingers and keep buying the dip. Cover your ears and ignore all the bad news and just focus on the blah blah blah

  • @MichaelKay-lp3hn
    @MichaelKay-lp3hn21 күн бұрын

    Dan Ives, I think, holds financial stake in Tesla stock and some of his conclusions verge on wishful thinking. Tesla needs to tread very carefully in China because this is an inveterate mercantilist state that doesn't play by the rules. The only way to take on and supplant China is to soar way, way above them. We leave that for Pan.

  • @philliptemple9841

    @philliptemple9841

    21 күн бұрын

    Dan Ives is a well known long term investor in Tesla Stock. Elon has always trod carefully in China but also note that Tesla is the ONLY foreign car manufacturer there. Every other foreign car manufacturer is forced into a JV with a local Chinese company. China is smarter than the USA, welcoming Tesla, rather than Biden that wants to destroy them. Phillip.

  • @MarcoPolo-hn8or
    @MarcoPolo-hn8or20 күн бұрын

    Elon is a friend of China. That explained why he skipped India😂

  • @shantanubhatta6480
    @shantanubhatta648018 күн бұрын

    I think is the most funniest word. Musk needs china more than China needs musk, that's the current trend of apple & Tesla

  • @winsonip4447
    @winsonip444721 күн бұрын

    Tesla categorizes itself as a premium car brand, but they may not realize that they are not considered on par with established premium brands like BMW, Mercedes, or Audi. These European brands also have their own EV lineups in China. While Tesla may have an advantage with their FSD technology, they do not enjoy the same premium reputation as the others.

  • @dreamweaver80
    @dreamweaver8021 күн бұрын

    Ives is a paid talking head by the tech companies. He is always bullish on tech for a reason.

  • @daviddu1676
    @daviddu167621 күн бұрын

    China doesn’t need FSD with all its own self driving technologies. This move of FSD into China is a favor by all VIPs who support Tesla in China and will give a booster to Tesla stock price

  • @oneplanetearth
    @oneplanetearth21 күн бұрын

    Yeah China needs Tasla LOL. Good pumping investor 😂😂😂

  • @philliptemple9841

    @philliptemple9841

    21 күн бұрын

    If you look at many Chinese EVs, they are copies of the Model 3. Look at the Xiaomi S7 that just launched, the dash is a carbon copy of the Tesla UI. Who are now ordering the giga-casting machines Tesla uses? The Chinese manufacturers. I'm not saying this is a bad thing. If you are going to copy then do it from the best. EU manufacturers should be doing the same instead of wasting money bribing politicians. However whilst Tesla continues to innovate then they will continue to have something to offer China. That's what keeps them safe there. Phillip.

  • @ckml6648ify
    @ckml6648ify21 күн бұрын

    I think he got it all wrong, China does not need Tesla or FSD, they have their own system, which may be better tailored for Chinese road conditions. Most Chinese preferred BYD over Tesla, it used to be Tesla, but not anymore, there is very little chance that Musk can be successful this time, China is not like other markets, and all foreign brands failed at one point or another.

  • @TheMagicJIZZ

    @TheMagicJIZZ

    21 күн бұрын

    It does need tesla if China wants to be in usa

  • @TheMagicJIZZ

    @TheMagicJIZZ

    21 күн бұрын

    Which system? Baidu had a waymo systems copy They dont have a neutral network like FSD China has nothing like 3 million driver's having chips in the car which could pay a monthly fee

  • @Nature_Blog91
    @Nature_Blog9121 күн бұрын

    Elon still not learn from the past. Chinese want Tesla technology 😅😂

  • @danielhull9079
    @danielhull907921 күн бұрын

    Baidu likes Blackberry QNX. Now Tesla likes Baidu. Is their a mathematical formula or relationship thats can prove Tesla loves BLACKBERRY QNX?

  • @7hx89

    @7hx89

    21 күн бұрын

    Baidu map probably. Not the system. So BB is not in the picture.

  • @emhammad
    @emhammad21 күн бұрын

    This guest literally said nothing besides sucking up for Elon... 0 critical thought or analysis from the guest. Great job guy.

  • @godzillamothra5983
    @godzillamothra598321 күн бұрын

    US EV market is stagnant even reversing due to lack of charging infrastructure, only Chinese and European EV market that are thriving. Tesla need China more than China need Tesla. The only reason China need Tesla is for marketing purpose to show the world that China is still open for foreign investors. But there are plenty other options.

  • @svenhodaka9145
    @svenhodaka914521 күн бұрын

    Once again, Tesla is playing 4D chess and everyone else is playing checkers. The feeble questions being asked are enough to demonstrate the commentators have no clue what’s going on😂 TSLA 📈👌😁