테슬라가 2분기에 다시 좋아질거란 전망이... 사실일지는 모르겠네요

<If you're curious about FSD, look at the grab>

테슬라가 2분기에 다시 좋아질거란 전망이... 사실일지는 모르겠네요


In Southeast Asia, the ride-share called Grab is famous.

You'd think it's simply a sub-class of Uber, but based on the characteristics of Southeast Asia, where motorcycles are the main means of transportation and low labor costs, Grab brings unexpected convenience to life in Korea.

In Vietnam, it costs about 5,000 won if you ride a car for about 3 kilometers, but if you ride a motorcycle, it will cost about 1-2,000 won depending on the time. Since it is possible to call food delivery through an app and send only quick service, that is, cargo, it is also possible to send packages by grab. It takes less than an hour to pay by bank transfer and receive the product by grab. As you get used to it, people become really lazy. I stay still and can handle logistics in the background.

Why didn't we know it was so convenient? Yes, it's because labor costs are high in Korea. Would it be 20,000 won if I send a quick 3km away from Korea? You can't make a call with the app, but you have to make a phone call.

But what if FSD became popularized? Now, in the developed world, we have the same routine as in Southeast Asia. You don't have to give expensive delivery tips to ship food to my Tesla, or you don't have to go there yourself when you send goods to your friends or family. I'm sure there will also be a platform for commercializing this, and you will have to pay for it, but logistics will be as affordable as in Southeast Asia.

As soon as Kakao Taxi has the option to "call FSD Taxi", I have no doubt that the life of Koreans will change a lot. "There is no point in positive development."...Goldman, Tesla is expected to fall further
Goldman Sachs, a global investment bank, has given a dark outlook for Tesla.

According to CNBC on the 30th (local time), Goldman Sachs predicted that Tesla will plunge by more than 10% in the future despite CEO Elon Musk's surprise visit to China and Chinese authorities' expectations for approval of autonomous driving technology.

Earlier on the 29th (local time), Tesla soared more than 17% at one point during the day on the back of favorable developments from China. It was the largest increase in about three years since March 2021.

However, Goldman Sachs analyst Mark Delaney has offered a price target of $175, judging that favorable factors from China will not be enough to serve as a catalyst for Tesla's stock price rise. This suggests that Tesla shares could fall more than 10% in the future.

"Tesla's engineering will be applied to countries around the world in the future, but we believe local improvements to its products will be needed," Delaney said in a letter to clients.